Programme

OPT Hours*:
Morning Session: 2.5 Hours
Afternoon Session: 3 Hours

8:15am	Registration
9:00am	Welcome Remarks Amy Lo Chairman, Executive Committee, Private Wealth Management Association, Head and Chief Executive, UBS Hong Kong Branch Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management Group Managing Director, UBS
9:10am	Opening Keynote Speech The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP, Financial Secretary, The Government of the Hong Kong Special Administrative Region
9:30am	PWMA Industry Survey Findings Vivian Chui, Partner, Head of Securities and Asset Management, KPMG China
9:50am	CEO Panel Discussion: Shaping The Future Panelists: - Steven Lo, Region Head, Asia Pacific, Citi Private Bank - Dr. François Monnet, Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse - Bahren Shaari, Chief Executive Officer, Bank of Singapore Moderator: Patrick Donaldson, Head of Market Development, Wealth Management – Asia Pacific & Japan, Refinitiv
10:50am	Coffee Break
11:15am	Panel Discussion: Building Hong Kong as a Family Office Hub Panelists: - Darryl Chan, JP, Executive Director (External) / Executive Director (Corporate Services), Hong Kong Monetary Authority - Joseph H. L. Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR - Christopher Hui, Executive Director, Board Member, Financial Services Development Council - Professor Roger King, Founder and Director, Tanoto Center, HKUST Moderator: Amy Lo, Chairman, Executive Committee, Private Wealth Management Association, Head and Chief Executive, UBS Hong Kong Branch                     Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management Group Managing Director, UBS
12:15pm	Networking Lunch
1:30pm	Guest Keynote Speech: Bill Majcher Bill Majcher started his professional career as a bond trader before moving on to spend almost two decades working undercover as a futures and options trader, investment banker, and money launderer ...uncovering crimes related to capital markets fraud, drug cartels, terrorism and cyber-crime. Bill will share his war stories and give you plenty of fascinating food for thought.
2:10pm	Panel Discussion: Digital Innovation – Enhancing Workflow and Customer Satisfaction Panelists: - Pragya Anurakti, Regional Director, Strategic Service Delivery, Laserfiche International Limited - Sebastien Chaker, Head of Sales & Relationship Management, Fondcenter Asia-Pacific, UBS Asset Management - Patrick Lam, DIGITAL CIO Asia Pacific, HSBC Digital Solutions - Yvonne Mok, Director of Sales APAC, Appway Moderator : Marcos Chow, Partner, Head of Technology Enablement, KPMG China
3:00pm	Coffee Break
3:30pm	Regulatory Fireside Chat I ** Arthur Yuen, JP, Deputy Chief Executive, Hong Kong Monetary Authority Host: Charlotte Robins, Partner, Allen & Overy
4:00pm	Regulatory Fireside Chat II ** Julia Leung, SBS, Deputy Chief Executive Officer and Executive Director, Intermediaries, Securities and Futures Commission Host: Peter Stein, Managing Director, Private Wealth Management Association
4:30pm	Panel Discussion – Building the Virtual Business Model Panelists: - Professor KC Chan, GBS, JP, Chairman and Senior Advisor, WeLab virtual bank - Rockson Hsu, CEO, ZA Bank - Fred Ngan, Co-Founder & Co-CEO, Bowtie Life Insurance Company Limited Moderator : Dr. Toa Charm, Chairman, OpenCertHub, and Associate Professor, CUHK Business School
5:15pm	Closing Remarks
5:20pm	End of Summit

- The programme and speakers are subject to change.
- Speakers are listed in alphabetical order of their last name

*Participants who have attended part of the summit, OPT hours will be allocated based on the actual duration attended.
**Participants who have successfully attended the two Regulatory Fireside Chat sessions (I and II) will be accredited one(1) OPT hour on PWM-related ethics and compliance.