Agenda
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| Time |
Agenda |
| 8:30 - 9:00 |
Registration
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| 9:00 - 9:15 |
Welcome Remarks
Lieven Debruyne, HKIFA Chairman
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| 9:15 - 9:45 |
Keynote Speech:
Given the rapid evolution of the international regulatory framework, what is HK's regulatory approach to maintain its status as a premier international asset management centre?
Ashley Alder, Chief Executive Officer, Securities and Futures Commission
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| 9:45 - 10:30 |
Panel: Twin Cities - the Hong Kong perspective
Both Hong Kong and Shanghai aim to develop into an international financial centre and capital formation centre. At this panel, we will discuss the competitiveness and strategies of Hong Kong.
Moderator: Raymond W. So, Professor of Finance and Dean of School of Business, Hang Seng Management College
| Panelists: |
| - |
Julia Leung, Under Secretary for Financial Services and the Treasury, Financial Services and the Treasury Bureau, The Government of the Hong Kong Special Administrative Region |
| - |
Yang Qiumei, Head, Mainland Development Department, Hong Kong Exchanges and Clearing Limited |
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| 10:30 - 11:00 |
Break |
| 11:00 - 12:00 |
Panel: A new distribution landscape in HK - suitability, advice, conduct requirements
Moderator: Bruno Lee, HKIFA Unit Trust Subcommittee chairman
| Panelists: |
| - |
Rosita Lee, Head of Investment Products and Advisory Business, Hang Seng Bank Limited |
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Jane McBride, Partner, Deacons |
| - |
Terry Pan, Managing Director, Head of Hong Kong Business, J.P. Morgan Asset Management |
| - |
Stephen Po, Senior Director, Intermediaries Supervision, Securities and Futures Commission |
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|
| 12:00 - 1:00 |
Panel: MPF - moving to the next stage
With ECA to be in place in November this year, we will have a quick overview of the current state of play and then kickstart the discussion:
- How will ECA change the MPF market?
- What's next after ECA?
- What the HK Government, MPFA, and the industry need to do to further develop the MPF system?
Moderator: Lieven Debruyne, HKIFA Chairman
| Panelists: |
| - |
Darren McShane, Executive Director (Regulation and Policy), Mandatory Provident Fund Schemes Authority |
| - |
Josef Pilger, Executive Director, Ernst & Young |
| - |
Roger Steel, Chief Executive Officer, Sun Life Hong Kong Limited |
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| 1:00 - 2:00 |
Networking Lunch |
| 2:00 - 2:20 |
Presentation: Latest development in QFII, RQFII and QDII Jane Xue, Partner, Financial Services Group, PricewaterhouseCoopers China |
| 2:20 - 2:40 |
Presentation: Strategies for foreign firms seeking to build and expand their businesses in the Mainland
Jonathan Ha, Director, Advisory Services, Z-Ben Advisors
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| 2:40 - 3:00 |
Break |
| 3:00 - 3:55 |
Panel: How to manage the global regulatory challenges for the fund industry?
- The current global regulatory and legal challenges faced by the industry e.g. FATCA, Volcker Rule, MiFID, HK AMLO etc.
- How to tackle such challenges and how to incorporate into operation?
- What additional resources will be needed to stay in compliant?
Moderator: Sam Yu, HKIFA Regulatory Subcommittee chairman
| Panelists: |
| - |
Isabella Chan, Director, Sales & Marketing, Franklin Templeton Investments (Asia) Limited |
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Hayden Flinn, Partner, King & Wood Mallesons |
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Gast Juncker, Partner, Elvinger, Hoss & Prussen |
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Karl J. Paulson Egbert, Registered Foreign Lawyer, Dechert |
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|
| 3:55 - 4:50 |
Panel: How to develop a win-win strategy?
- QFII and RQFII - how to ensure balanced growth for the respective markets, as well as for mainland based and international fund managers?
- How to capitalize on the opportunities of RMB internationalization? How to further develop HK as an offshore RMB centre?
- How can Hong Kong provide an effective platform for Mainland-based fund companies to go abroad? How will these developments affect the local fund market and investors?
- How can we make use of these opportunities to reinforce Hong Kong's position as an asset management hub?
Moderator: Joe Ngai, Managing Partner, McKinsey & Company Hong Kong
| Panelists: |
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Christina Choi, Senior Director, Policy, China and Investment Products, Securities and Futures Commission |
| - |
Mark Konyn, Chief Executive Officer, Cathay Conning Asset Management Limited |
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Eugene Lee, Managing Director, Global Sales & Marketing, E Fund Management (Hong Kong) Company Limited |
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Benjamin Rudd, Executive Director, Head of Overseas Investment, Ping An of China Asset Management (Hong Kong) Company Limited |
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| 4:50 - 4:55 |
Closing Remarks
Lieven Debruyne, HKIFA Chairman |
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Sponsors |
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Endorsers |
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