OPT Hours*:
Full Day: 6 hours
Morning Session: 3 Hours
Afternoon Session: 3 Hours

Main Plenary

8:15am	Registration
9:00am	Welcome Remarks Amy Lo Chairman, Executive Committee, Private Wealth Management Association, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong Managing Director
9:10am	Keynote Panel Discussion Panelists: - Nicolas Aguzin, Chief Executive Officer, Hong Kong Exchanges and Clearing Limited - Laurence Li, SC, JP, Chairman, Financial Services Development Council - Stephen Phillips, Director-General of Investment Promotion, Invest Hong Kong, The Government of the Hong Kong Special Administrative Region Moderator: Ronnie C. Chan, Chair, Hang Lung Properties
9:55am	Dialogue on Regulatory Priorities Arthur Yuen, JP, Deputy Chief Executive, Hong Kong Monetary Authority Moderator: David Day, Head of North Asia, Data & Analytics, London Stock Exchange Group
10:25am	Coffee Break
10:55am	Fireside Chat: Hong Kong Private Wealth Management Report 2022 Paul McSheaffrey, Senior Banking Partner, KPMG Hong Kong Moderator: Karen Koh, Media Professional
11:15am	CEO Panel: Expanding Outreach, Expediting Growth Panelists: - Stephen Chan, Deputy Chief Executive, Bank of China (Hong Kong) Limited - Vincent Chui, Head of Wealth Management, Asia Pacific, Chief Executive, Morgan Stanley Bank Asia Limited - Jimmy Lee, Member of the Executive Board, Head Asia Pacific, Bank Julius Baer - Arnaud Tellier, CEO, Asia Pacific, BNP Paribas Wealth Management Moderator: Daniel Shane, Editor, Asian Private Banker
12:00nn	Panel: A New Chapter for Alternatives Panelists: - Kenneth Chan, Partnerships Manager, Asia-Pacific, Moonfare - Mathieu Forcioli, Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking - Alois Mueller, Managing Director, Head Private Markets Group APAC / Co-Chairman PE Investment Committee, Credit Suisse - Stuart Wrigley, Head of Alternatives Capital Markets and Strategy Group Asia Pacific, Goldman Sachs Asset Management Moderator: Jo Murphy, Managing Director, Asia Pacific, CAIA Association
12:45pm	Networking Lunch
1:45pm	Regulatory Dialogue Keith Choy, Senior Director, Intermediaries Supervision Department, Securities and Futures Commission, Hong Kong Moderator: Peter Stein, CEO and Managing Director, Private Wealth Management Association
2:15pm	Panel: ESG Investing – Product and Services Innovations Panelists: - Kerry Ching, Chief Executive Officer, Amundi Hong Kong Limited - Henri de Branche, Executive Director, Head of ESG Advisory, Asia Pacific, J.P. Morgan - Alexis Rocamora, APAC Lead, Sustainable Investment Research, London Stock Exchange Group Moderator: Adeline Tan, Wealth Business Leader, Hong Kong & Taiwan, Mercer Investments (HK) Limited
3:00pm	Coffee Break
3:30pm	Fireside Chat: China: What next? Dato’ Seri Cheah Cheng Hye, Co-Chairman and Co-Chief Investment Officer, Value Partners Group Limited Moderator: Amar Gill, Managing Director and Head of Investment Stewardship, APAC, BlackRock
4:00pm	PWMA China White Paper Presentation - Dr. Gao Hao, Director, Global Family Business Research Center; Associate Director, Research Center for Green Finance, Tsinghua University PBC School of Finance - Edmund Kam, Managing Director, Head of Private Banking, Bank of China (Hong Kong) Private Banking - Wendy Tsang, General Manager, Wealth Management Division, The Bank of East Asia, Limited
4:30pm	Fireside Chat: Mainland Onshore Strategy and the Evolving Needs of Clients Wu Li, Managing Director, Co-Head of Wealth Management, China Merchants Bank International Moderator: Jasmine Lee, Managing Partner, Hong Kong & Macau, EY
5:00pm	End of Summit

Afternoon Breakout:
Technology and Operations

1:45pm	Panel: Leveraging ABCD Tech for Regtech – ESG, GBA and More! Panelists: - Peter Bullock, Partner, King & Wood Mallesons - Andre Leung, Co-Chair, GreenTech and ESG Committee, Fintech Association of Hong Kong, and CEO and co-founder, Aereve - Aveline San, Chief Executive Officer, Citi Hong Kong and Macau Moderator: Brian Tang, Founder, ACMI and LITE Lab@HKU, and Member of the Board of Directors, FTAHK
2:30pm	Panel: Post-COVID Customer Experience and Digital Transformation Panelists: - Winnie Choi, Head of Wealth Management, Citibank Hong Kong - Isaac Kong, Head of Digital, Consumer Banking Group, DBS Bank (HK) Ltd. - Laurent Rosfelder, Operating Head WM North Asia, UBS Global Wealth Management, Managing Director, UBS Moderator: Jame DiBiasio, Founder & Editor, DigFin Group
3:10pm	Coffee Break
3:40pm	Panel: Talents – Searching, Keeping and Upskilling Panelists: - Rickie Chan, Managing Director, Market Group Head Hong Kong, Wealth Management Asia Pacific, Credit Suisse - Brian Tang, Founder, ACMI and LITE Lab@HKU, and Member of the Board of Directors, FTAHK - Jeff Tang, Partner, Financial Services Lead - People Advisory Services, Greater China & ASEAN, EY Moderator: Bharisha Mirpuri, Client Solutions Lead, Financial Services, Randstad Hong Kong
4:20pm	Panel: Building a Sustainable DPM Business Panelists: - Lina Lim, Regional Head of Discretionary and Funds, Investment & Wealth Solutions, Asia Pacific, HSBC Global Private Banking - Adrian Zuercher, Managing Director, Head Global Asset Allocation & Co-Head Global Investment Management APAC, UBS Chief Investment Office Moderator: Laura Lui, Partner & Co-Chief Investment officer, Premia Partners
5:00pm	End of Summit

- The programme and speakers are subject to change.
- Speakers are listed in alphabetical order of their last name

Please note:

* OPT hours will be awarded based on the sign-in/out record onsite (for physical attendance) or the attendance record of our virtual platform (for virtual attendance). You must attend the entire presentation sessions or panel discussions and pass the post-webinar quizzes to get OPT hours. There will be 2 quizzes for morning and afternoon sessions respectively. The quizzes will be sent by email AFTER the event and attendees will need to pass the quizzes within 3 business days.

# Attendees who have successfully attended the Regulatory Sessions will be accredited one(1) OPT hour on PWM-related ethics and compliance