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
Panelists:
- 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?
Panelists:
- 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
Panelists:
- 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
|
| 12:30pm |
Lunch
Speech by Laurence Li, SC, JP, Chairman, Financial Services Development Council
|
| 2:00pm |
Post-retirement
Panelists:
- 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
|
| 2:30pm |
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
|
| 3:00pm |
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 |
