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Event date: Monday, June 5th, 2023
Time Programme
8:15am Registration
8:45am Conference commences
8:50am Welcome & opening remarks
Nelson Chow, HKIFA Chairman
9:00am Keynote speech
Julia Leung, SBS, JP, Chief Executive Officer, Securities and Futures Commission
9:30am Dialogue with Chairs of associations
  • Stephen Chan, Acting Chairperson, The Hong Kong Association of Banks
  • Orchis Li, Chairman, The Hong Kong Federation of Insurers
  • Amy Lo, Chairman, Executive Committee, Private Wealth Management Association
Moderator: Nelson Chow, HKIFA Chairman
10:10am Coffee Break
10:30am China: opportunities and challenges – Onshore presence (e.g. FMC, QDLP, China pensions) vs cross-border schemes (e.g. WMC, MRF). How best to leverage on the opportunities?
  • Thomas Cheong, Executive Vice President, Principal Financial Group and President, Principal Asia Pacific & Middle East
  • Arnold Chow, Deputy General Manager, Personal Digital Banking Product Department, Bank of China Hong Kong
  • Sandra Lu, Partner, Llinks Law Offices
  • Eddy Wong, CEO, J.P. Morgan Asset Management China
Moderator: Winnie Cheung, vice chairman of HKIFA Regulatory Sub-committee
11:10am Fireside chat: How to nurture and support the industry’s next generation of talent?
Fireside chat with:
  • Caroline Chan, Head of Securities Services, Citi Hong Kong & CEO, Cititrust Limited
  • Daisy Ho, CEO, Asia-Pacific, HSBC Asset Management
  • Dr. Mark Konyn, Group Chief Investment Officer, AIA Group
Moderator: Guillaume Levi, Managing Director - Head of Investment Management Asia & Greater China Financial Services, Russell Reynolds Associates (Hong Kong) Limited
11:40am ESG – Latest development, greenwashing and oversight on data providers
  • Julia Tay, Partner and Asia-Pacific Public Policy Leader, EY
  • Gabriel Wilson-Otto, Head of Sustainable Investing Strategy, Fidelity International
  • Anthony Wong, Director, Intermediaries Supervision, Intermediaries, Securities and Futures Commission
Moderator: Florence Chan, co-chairman of HKIFA Regulatory Sub-committee

Speech by Laurence Li, SC, JP, Chairman, Financial Services Development Council

2:00pm Post-retirement
  • Richard Dinham, Head of Client Solutions and Retirement, Fidelity International
  • Raymond Li, JP, Executive Director and Chief Executive Officer, The Hong Kong Mortgage Corporation Limited
Moderator: Philip Tso, vice chairman of HKIFA Pensions Sub-committee
  • Tokenisation of the fund industry – public and private funds
  • Crypto as an asset class
  • Crypto for retail investors – via funds? (public/private funds) Is the industry ready for it?
  • Panelists:
    • Brit Blakeney, SVP, Digital Strategy and Wealth Management - Asia, Franklin Templeton Investments
    • Olivier Portenseigne, Chief Executive Officer, FundsDLT
    • Elizabeth Wong, Director of Licensing and Head of Fintech unit, Intermediaries, Securities and Futures Commission
    Moderator: Chong Liew, Partner, Linklaters
  • For new comers - where should I set up a fund management presence?
  • For incumbents - which markets would provide greater growth potential?
  • An interactive session where three representatives will each represent a market and discuss the respective key attractions:
    • Joseph Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR
    • Yin Ge, Partner, Han Kun Law Offices
    • Yoon Ng, Principal, Global Asset Management Advisory, Broadridge

    Followed by questioning time (the following adjudicators would, based on the presentations, ask these panel members and probe):
    • Jeremy Lam, Partner and Head of Financial Services Practice, Deacons
    • Sam Yu, co-chairman of HKIFA Regulatory Sub-committee
    3:40pm Closing remarks
    Elisa Ng, HKIFA Vice Chairman
    3:45pm - 5:00pm Networking drinks
    Emcee: Charles Brooke, HKIFA Executive Commitee member