Hong Kong Investment Funds Association 10th Annual Conference

Agenda

Time	Programme
8:15am	Registration
8:50am	Welcome Remarks Arthur Bacci, Head of Hong Kong Group, Principal, and HKIFA Chairman
9:00am	Global financial stability and the role of the fund management industry James H Lau, Jr, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR
9:30am	From the lens of industry players: How would the Hong Kong industry look like in 2020 – in terms of players, products and pricing? What are the key forces of change? Moderator: Daniel Celeghin, Head of Wealth Management Strategy Asia-Pacific, Casey Quirk by Deloitte Panelists: Pedro Bastos, Chief Executive Officer, Asia-Pacific, HSBC Global Asset Management (Hong Kong) Limited, and Chairman of HKIFA Unit Trust Sub-committee Richard Tang, Chief Executive Officer, ICBC Credit Suisse Asset Management (International) Company Limited Zhong Xiaofeng, Chief Executive Officer, North Asia, Amundi Hong Kong Limited
10:30am	From the lens of investors: Investor Survey findings: Key take-aways from the survey; and based on the findings, how can the industry be able to better serve the needs of investors. Presentation of the findings - Winnie Yeung, Managing Director, Cimigo Panel discussion - Moderator: Bruno Lee, Senior Managing Director, Head of Partnership, Product and Platform Development, Manulife Asset Management, and HKIFA Executive Committee member Discussants: David Kneebone, General Manager, Investor Education Centre Adeline Tan, Head of Investment Advisory, Hong Kong, Mercer Investments (HK) Limited
11:30am	Coffee Break
12:00nn	Regulatory agenda for 2017, in particular in relation to investment products, suitability, and commissions/fees; and conflict management. Fire side chat: Christina Choi, Executive Director, Investment Products Division, Securities and Futures Commission, Hong Kong Interviewer: Graham Turl, Managing Director and General Counsel Asia Pacific, BlackRock Asset Management North Asia Limited, and HKIFA Vice Chairman
12:45pm	Lunch Fiduciary duties of fund managers as investors – a critical review of the corporate governance culture of the listed companies in Hong Kong and the role of fund managers in enhancing the CG standards. Moderator: David Smith, Head of Corporate Governance, Aberdeen Asset Management Asia Limited Panelists: Pru Bennett, Head of Investment Stewardship APAC, BlackRock Brian Ho, Executive Director, Corporate Finance Division, Securities and Futures Commission, Hong Kong Y.K. Park, Director, Sustainability & Governance, Asia Pacific, APG Asset Management Wendy Yung, Council Member, Member of Corporate Governance Working Group, Hong Kong Institute of Certified Public Accountants
2:15pm	Alternative distribution platforms: Does Hong Kong need such a model? What are the experiences in other markets, and what are the critical success factors if Hong Kong is to adopt such a model? (this session will be conducted in Mandarin) Moderator: Nelson Chow, Managing Director, AllianceBernstein Hong Kong Limited, and HKIFA Executive Committee member Panelists: Eagle An, President, MiCai Limited Cecilia Hu, Chief Administrative Officer, Fundrich Securities Company Limited Benny Mau, Managing Director, China Securities International Finance Holding Company Limited, and Chairman, Hong Kong Securities Association
3:15pm	Coffee Break
3:45pm	Mainland fund market – the next 3-5 years: Where do the opportunities lie? How can international asset managers effectively tap the opportunities? Moderator: Alex Boggis, Managing Director, Aberdeen International Fund Managers Limited, and HKIFA Executive Committee member Panelists: Chantal Grinderslev, Senior Consultant & Director of Operations, Z-Ben Advisors Sandra Lu, Partner, Llinks Law Offices William Ma, Co-Chief Investment Officer, Noah Holdings (Hong Kong) Limited, and Co-Chief Investment Officer, Partner, Gopher Asset Management Zhou Cheng, Head of HK office, Managing Director, Jupai Holdings Limited
4:45pm	Closing Remarks Arthur Bacci, Head of Hong Kong Group, Principal, and HKIFA Chairman
4:50pm	End

Emcee: Elvin Yu
*The programme and speakers are subject to change.