Agenda
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| 8:15 - 8:45 |
Registration
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| 8:45 - 8:50 |
Welcoming Remarks
Desmond Ng
Chairman, Hong Kong Investment Funds Association |
| 8:50 - 9:15 |
Keynote Speech:
One year after the global financial turmoil - review and outlook of the asset management regulation
Martin Wheatley
Chief Executive Officer,
Securities and Futures Commission |
| 9:15 - 9:40 |
Keynote Speech:
Positioning Hong Kong as an International Financial Centre
Au King-chi
Permanent Secretary for Financial Services & the Treasury (Financial Services),
Financial Services & the Treasury Bureau, The Government of the HKSAR
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| 9:40 - 10:30 |
Panel Discussion:
Changes in the regulatory landscape
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| New Product Codes, Advertising Guidelines, Enhanced Risk Disclosures |
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What are the challenges brought by these changes? |
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How can these be improved and what are the benefits of the improvements? |
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| Moderator: Terry Pan, HKIFA Regulatory Subcommittee chairman |
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| Panel members: |
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Christina Choi, Director, Investment Products, Securities and Futures Commission |
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Cindy Fu, General Manager, Wealth Management,
Standard Chartered Bank (Hong Kong) Limited |
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Susan Gordon, Partner, Financial Services, Deacons |
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Grace Ho, Head of Marketing, Asia, Schroder Investment Management (Hong Kong) Limited |
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| 10:30 - 10:45 |
Coffee break |
| 10:45 - 11:10 |
Presentation:
Emerging or ready to fly? Plotting Asian fund industry developments on the map of global asset management
Diana Mackay
Chief Executive Officer,
Lipper FMI |
| 11:10 - 12:00 |
Panel Discussion:
The best way forward for investor education after the global financial turmoil
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Are the investor education programs provided by various parties effective? |
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What should be done on investor education to match the upcoming reforms on the regulatory framework of retail investment products and the selling process? |
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How to rebuild investor confidence on fund products through investor education? |
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| Moderator: Katherine Cheung, HKIFA Unit Trust Subcommittee vice-chairman |
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| Panel members: |
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Andrew Fung, General Manager, Head of Treasury and Investment,
Hang Seng Bank Limited |
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Ivy Lai, Director, External Relations, Securities and Futures Commission |
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Bonnie Lam, Director, Head of Wholesale Business, Asia-Pacific
HSBC Global Asset Management (Hong Kong) Limited |
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Margaret Ng, Veteran Media Professional |
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Raymond So, Associate Professor of Finance and Director of Master of Science Programme in Finance, The Chinese University of Hong Kong |
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| 12:00 - 13:00 |
Panel Discussion:
A review of the MPF system and understand the wish list of the various stakeholder groups (employer, employee, media, trade union and regulator, etc)
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How do the various stakeholder groups see the pending implementation of employee choice?
How to make it a success? |
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How can the MPF system be further improved to cater for the needs of
employers and employees? |
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| Moderator: Desmond Ng,
HKIFA Pensions Subcommittee chairman |
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| Panel members: |
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Adrian Cheung, Senior Director, Strategy & Research, The Hong Kong General Chamber of Commerce |
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Ka Shi Lau, Chairman, Retirement Schemes Subcommittee, Hong Kong Trustees' Association Ltd |
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Darren McShane, Executive Director (Regulation and Policy), Mandatory Provident Fund Schemes Authority |
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Arthur Shek, Executive Director, Associate Publisher and Head of Research, Hong Kong Economic Times |
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| 13:00 - 14:15 |
Luncheon Talk:
International Financial Centre - Hong Kong or Shanghai?
Peter Wong
Chairman,
The Hong Kong Association of Banks
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| 14:15 - 14:20 |
Closing Remarks
Terry Pan
Vice-Chairman, Hong Kong Investment Funds Association
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* Please note that the program and speakers are subject to change.
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