Event Date: Monday, June 23rd, 2025

Time Sessions
8:15am Registration
8:55am Conference commences
9:00am Welcome & opening remarks
  • Sam Yu, HKIFA Chairman
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

Emcee: Imogene Wong, Associate Director, HKIFA
* The program and speakers are subject to change.

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