“Heralding a new decade for the fund management industry”

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Event date: Monday, June 7th, 2021
Time Programme
8:15am Registration
8:45am Welcome & opening remarks
Nelson Chow, HKIFA Chairman
9:00am Keynote speech
Julia Leung, Deputy Chief Executive Officer and Executive Director, Intermediaries, Securities and Futures Commission
Moderator: Blair C. Pickerell, Industry Veteran
9:30am From the lens of the authorities/regulators: Fintech, what does it mean for the financial services industry?
  • Joseph H. L. Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of the Hong Kong Special Administrative Region
  • Clara Chiu, Director, Licensing and Head, Fintech unit, Intermediaries, Securities and Futures Commission
  • Leo Chu King-chi, Chief Operating Officer and Executive Director, Mandatory Provident Fund Schemes Authority
Moderator: Jame DiBiasio, Founder & Editor, DigFin Group
10:10am Coffee Break
10:30am Fireside chat: Collaboration and connectivity in the new era Interviewees:
  • Amy Lo, Chairman, Executive Committee, Private Wealth Management Association
  • Edward Moncreiffe, Chairman, The Hong Kong Federation of Insurers
  • Maggie Ng, Alternate Chairperson, The Hong Kong Association of Banks
Host: Nelson Chow, HKIFA Chairman
11:15am Distribution – how the landscape is changing: new opportunities and potential threats to the existing business model
  • Sami Abouzahr, Head of Customer Wealth, Hong Kong, Wealth and Personal Banking, The Hongkong and Shanghai Banking Corporation Limited
  • Rockson Hsu, Chief Executive Officer, ZA Bank
  • Kenneth Shih, Head of Sales & Marketing, AQUMON
Moderator: Sebastian Enberg, Editor, Asian Private Banker
12:00nn Fireside chat: Asset classes – beyond equities and bonds… What other alternatives are investors looking for to better leverage on the emerging opportunities? What are the value propositions that managers should offer?
  • Ernest Chan, Managing Director, Head of Investment Management Services, Morgan Stanley Private Wealth Management Asia
  • Michael Dennis, Managing Director, APAC Head of Alternatives Strategy & Capital Markets, BlackRock
Host: Jayne Bok, Head of Investments, Asia, Willis Towers Watson


1:15pm Breakout sessions
Room A: Wealth Management Connect: Navigating the investment opportunities within GBA
  • Arnold Chow, Deputy General Manager, Bank of China (Hong Kong) Limited
  • Vicky Kong, Head, Wealth Management, Greater China & North Asia and Hong Kong, Standard Chartered Bank (Hong Kong) Limited
  • Winnie Yeung, Managing Director, Cimigo
  • Elisa Ng, vice chairman of HKIFA Unit Trust Sub-committee
Room B: ESG – Opportunities and challenges
  • Judy Li, Partner, Climate Change and Sustainability Services, Financial Services, Greater China and Asia-Pacific FSO Sustainability Leader, Ernst & Young
  • Kenneth Robertson, Client Portfolio Manager Sustainable Investing, Robeco
  • Winnie Tam, Senior Manager, Intermediaries Supervision, Intermediaries, Securities and Futures Commission
  • Gabriel Wilson-Otto, Director, Sustainable Investing, Fidelity International
  • Sam Yu, co-chairman of HKIFA Regulatory Sub-committee
2:15pm Reconvene at the ballroom
2:20pm Closing speech: The transformational impact of 5G – on our daily life and the finance industry
Tom Chan, Managing Director, Commercial Group, Hong Kong Telecom
2:50pm Closing remarks
Amy Cho, HKIFA Vice Chairman
2:55pm End
Emcee: Steven Wells, HKIFA Executive Committee member

*The speakers, programme, format and content of the event are subject to change without prior notice

Updated: 28 May 2021