| Time |
Programme |
| 8:15am |
Registration |
| 8:50am |
Welcome Remarks
Graham Turl, Managing Director, BlackRock Asset Management North Asia Limited, and HKIFA Chairman |
| 9:00am |
Fostering Hong Kong as a premier wealth management hub – the roles of banking and investment fund industries
Arthur Yuen, JP, Deputy Chief Executive, Hong Kong Monetary Authority |
| 9:30am |
From the lens of distributors:
- How do they select fund managers/products
- How do they de-select
- With respect to product suites, servicing and support, cite some of the key areas that fund managers have done well and areas that can be improved on
Moderator: John Sedgwick, Associate Editor, Ignites Asia – Financial Times
Panelists:
- Annie Chen, Managing Director and Head, Managed Investments & Product Management, Wealth Management, Standard Chartered Bank (Hong Kong) Limited
- Elaine Lai, Head of Wealth Development, Retail Banking and Wealth Management, Hong Kong, The Hongkong and Shanghai Banking Corporation Limited
- Philippe Legrand, CEO and Founder, London and Capital Asia Limited
- Kelvin Tan, Executive Director - Head of Investment Funds, DBS Bank Limited
|
| 10:15am |
Online distribution and advisory platforms:
- How have these been applied in other jurisdictions in the fund space
- Experiences in HK and other markets
- Updates re the latest developments in HK and key impediments, if any - regulatory/behavioural finance
Moderator: Qin Xu, Partner and Managing Director, The Boston Consulting Group
Panelists:
- Christina Choi, Executive Director, Investment Products Division, Securities and Futures Commission, Hong Kong
- Mathias Helleu, Co-founder and Executive Chairman, 8 Securities Limited
- Ting Li, Chief Executive Officer, Yunfeng Financial Group
- Sundeep Sikka, Executive Director & Chief Executive Officer, Reliance Nippon Life Asset Management Limited
|
| 11:15am |
Coffee Break |
| 11:45am |
Pool side chat with an institutional investor:
- Perspectives of institutional investors including how to determine asset allocation strategies, how to select fund managers and how to monitor their performance. What are the key challenges in the investment landscape – short and medium/long term?
Doris Ho, Executive Director, Hospital Authority Provident Fund Scheme
Interviewer:
- Graham Turl, Managing Director, BlackRock Asset Management North Asia Limited, and HKIFA Chairman
|
| 12:30pm |
Lunch |
| 1:30pm |
Cross over between retail funds and MPF:
- Are employees taking a holistic approach towards retirement investment?
- What can be done to further foster employees to take a holistic approach in retirement investment (span across MPF and retail space)?
- What are the role and contribution of mutual funds towards this cause?
Moderator: Steve Chiu, Senior Vice President, Head of Hong Kong Retail, PIMCO Asia Limited
Panelists:
- Ivy Cheung, Vice President, Consumer Insights, The Nielsen Company (Hong Kong) Limited
- Daniel Chow, Managing Director - Customer Experience & Servicing, Principal Hong Kong
- Alice Law, Chief Operating Officer & Executive Director, Mandatory Provident Fund Schemes Authority
- Billy Wong, Country Business Leader, Wealth, Hong Kong, China and Korea, Mercer (Hong Kong) Limited
|
| 2:30pm |
Latest development re the mainland fund market – WFOE, and other trends
Chantal Grinderslev, Senior Advisor, Z-Ben Advisors |
| 2:45pm |
Coffee Break |
| 3:15pm |
Mainland distribution landscape:
- Traditional models and evolving trends (traditional channel – what are the models being used and how are they embracing the new trends? And new players – how do they disrupt or facilitate the existing models?) (this session will be conducted in Mandarin)
Moderator: Sandra Lu, Partner, Llinks Law Offices
Panelists:
- Gang Wang, Team Leader (Wealth Management), Bank of China Shenzhen Branch
- Allen Zhang, Head of Innovative Development, Assistant GM of Custody Department, China Merchants Securities
- Weiwei Zhang, Vice President and Chief Marketing Officer, CCB Principal Asset Management Company
- Yudong Zheng, Chief Executive Officer, Polaris, PINTEC Group
|
| 4:15pm |
Closing Panel:
- How would the distribution landscape in HK/mainland look like by 2020
Moderator: Richard Morrow, Editor, AsianInvestor
Panelists:
- Daniel Celeghin, Head of Wealth Management Strategy Asia-Pacific, Casey Quirk
- Josephine Lee, Director, Head of Wealth Management, Citibank
- Mary Lo, Deputy General Manager (Wealth Management), Bank of China (Hong Kong) Limited
- William Ma, Co-Chief Investment Officer, Noah Holdings (Hong Kong) Limited, and Co-Chief Investment Officer, Partner, Gopher Asset Management
- Richard Williamson, Managing Director, Offshore Business, CreditEase Wealth Management
|
| 5:00pm |
Closing Remarks |
| 5:05pm |
End |
