8:15am |
Registration |
8:55am |
Conference commences |
9:00am |
Welcome & opening remarks
|
9:05am |
Keynote speech
- The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP, Financial Secretary, The Government of the Hong Kong Special Administrative Region
|
9:25am |
Dialogue with regulators
Panelists:
- Julia Leung, SBS, JP, Chief Executive Officer, Securities and Futures Commission
- Eddie Yue, JP, Chief Executive, Hong Kong Monetary Authority
Moderator:
-
Jeremy Lam, Partner and Head of Financial Services Practice, Deacons
|
10:05am |
Regional perspective: Hong Kong’s strategic advantage and emerging opportunity
Panelists:
- Steve Finch, President and CEO, Manulife Financial Asia Limited
- Damien Mooney, Head of Asia Pacific ex Japan, Fidelity International
Moderator:
-
Dr. King Au, MH, FHKSI (Hon), PhD, Executive Director, Financial Services Development Council
|
10:45am |
Coffee Break |
11:10am |
Navigating change: Strategic partnerships and the future of distribution
Panelists:
- Arnold Chow, General Manager, Bank of China (Hong Kong) Limited
- Alson Ho, Head, Wealth Solutions, Hong Kong, Wealth and Retail Banking, Hong Kong, Standard Chartered Bank (Hong Kong) Limited
- Lina Lim, Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, Wealth and Premier Solutions, HSBC Global Private Banking, The Hongkong and Shanghai Banking Corporation Limited
Moderator:
-
Nelson Chow, co-chairman of HKIFA Unit Trust Sub-committee & Executive Committee member
|
11:45am |
Mainland momentum: Trends shaping tomorrow
Panelists:
- Annie Chen, Deputy Chief Executive, China Construction Bank (Asia)
- Lemuel Lee, Head of Wealth Management Hong Kong, BNP Paribas
- Zhong Li, Executive Director, Fofund International (HK) Limited
- Sandra Lu, Partner, Llinks Law Offices
Moderator:
-
Charles Li, co-chairman of HKIFA Mainland Sub-committee & Executive Committee member
|
12:30pm |
Lunch keynote speech
- H.E. Mohammed A. El-Kuwaiz, Chairman, Capital Market Authority (CMA), Kingdom of Saudi Arabia
|
2:00pm |
Business opportunities in the Middle East and Southeast Asia
Panelists:
- Trevor Lee, Senior Director, Investment Products Division, Securities and Futures Commission
- Ken Lin, HKIFA Executive Committee member, and Managing Director, Head of Hong Kong and Southeast Asia Retail Business, Invesco
- Phillip H. H. Saran, vice chairman of HKIFA Pensions Sub-committee & Executive Committee member, and Head of Product Specialists, Asia Pacific & Middle East, Principal Asset Management
Moderator:
-
Darren Bowdern, Partner, Tax, Head of Asset Management Tax, ASPAC, KPMG China
|
2:35pm |
AI and tokenization – Transformative for the fund management industry
Panelists:
- Julien Bernard, Chief Operating Officer, Amundi Greater China
- Andrew Crawford, Vice President, Digital Assets, Franklin Templeton
- Marissa Dong, Partner, JunHe LLP
Moderator:
-
Chris Barford, Partner, Financial Services Consulting, EY
|
3:10pm |
Alternative assets: Navigating changes and new opportunities
Panelists:
- Mandy Lee, Head of Asia ex Japan, Brookfield Oaktree Wealth Solutions
- JianHao Low, CFA, CAIA, CA, Director, StepStone Group
- George Maltezos, CFA, Managing Director, Head of Capital Formation Team, APAC and Head of Southeast Asia Institutional Client Business, BlackRock
Moderator:
-
Josephine Kwan, Partner, Asset and Wealth Management, PricewaterhouseCoopers Hong Kong
|
3:45pm |
Closing remarks
- Elisa Ng, HKIFA Vice Chairman
|
3:50pm - 4:45pm |
Networking drinks |