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Agenda

Agenda

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Time Programme
8:15am Registration
9:00am Welcome Remarks
Graham Turl, HKIFA Chairman, and Managing Director, BlackRock Asset Management North Asia Limited
9:10am Opportunities for the Hong Kong capital market from the further opening up of the Mainland financial markets and the development of the Greater Bay Area
Joseph H. L. Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of the Hong Kong Special Administrative Region
9:20am Presentation by EY re HKIFA/EY 2018 Asset Management Industry Survey
Christine Lin, Partner, Financial Services, EY
9:40am Regulatory environment in Mainland and Hong Kong
  • Opportunities and challenges for foreign fund managers doing business in China
  • Latest development on Hong Kong fund related regulations
Moderator: Florence Chan, Member of HKIFA Regulatory Sub-committee and Head of Compliance, Asia Pacific (ex-Japan), Natixis Investment Managers
Panelists:
  • Christina Choi, Executive Director, Investment Products Division, Securities and Futures Commission, Hong Kong
  • Jackson Lee, Country Head, China, Fidelity International
  • Eleanor Wan, Chief Executive Officer, BEA Union Investment Management Limited
  • Natasha Xie, Partner, Shanghai Office, JunHe LLP
10:40am Coffee Break
11:00am Role of asset managers as fiduciaries – from the perspectives of the regulator and asset owners
Speech - Regulatory landscape in Hong Kong
  • Brian Ho, Executive Director, Securities and Futures Commission, Hong Kong
Dialogues with asset owners:
  • Vincent Chow, Group Treasurer, The Hongkong Electric Co., Ltd.
  • Alan Liu, Head of Treasury, Hong Kong Housing Society

Interviewer: Eric Poon, HKIFA Executive Committee member and Managing Director, Head of Sales, Value Partners Limited

12:00noon How can the asset management industry better harness technology to create value for money?
  • Case studies (Part I)
Speakers:
  • Kevin Huang, Assistant General Manager, Deputy Head of Global Private Banking, China Merchants Bank
  • Vincent Hui, General Manager and Head of Personal Banking Division, The Bank of East Asia
Q&A
12:30pm Lunch
1:45pm What are investors looking for and how can AMCs better cater for their needs?
Investors from HK, and three Mainland cities in the Greater Bay Area
  • Investment profile and demand amongst different cities in the Greater Bay Area
  • Greater Bay Area proposed relaxations and opportunities for Hong Kong fund industry
This will be started by a presentation by the research company on an investor survey results commissioned by HKIFA.
 Moderator:
  • Nelson Chow, HKIFA Executive Committee member and Managing Director, AllianceBernstein Hong Kong Limited
Panelists:
  • Yin Ge, Partner, Han Kun Law Offices
  • Prof. Witman Hung, JP, Principal Liaison Officer for Hong Kong, Shenzhen Qianhai Authority
  • Arthur Liu, Chief Executive Officer, Hang Seng Qianhai Fund Management Co. Ltd
  • Anita Wong, Head of Consumer Insights, Nielsen Hong Kong Limited
2:45pm Coffee Break
3:00pm How can the asset management industry better harness technology to create value for money?
  • Case studies (Part II)
Speakers:
  • Yue Gao, Chief Business Compliance & Risk Controller, BOCHK Asset Management Limited
  • Wenbin Yang, Chairman & Chief Executive Officer, Howbuy Wealth Management Co., Limited
Q&A
3:45pm Pensions: role of fund managers in the second and third pillars, especially in the de-cumulation phase
Moderator: Philip Tso, Head of Institutional Solutions, Asia Pacific and Institutional Business, Hong Kong, Allianz Global Investors Asia Pacific Limited
Panelists:
  • Andy Budden, Investment Director, Capital Group
  • Leandros Kalisperas, Global Head of Pension Solutions, Aberdeen Standard Investments
  • Joseph Lee, Head (Trustees Supervision), Mandatory Provident Fund Schemes Authority
  • Lesley-Ann Morgan, Global Head of Defined Contribution and Retirement, Schroders
4:30pm From the lens of private bankers – How can asset managers better cater for the wealth management needs of investors from Greater China?
Julie Koo, Managing Director, Head of Citi Investment Management Sales, APAC, Citi Private Bank
4:50pm Closing Remarks
Hua Shen, HKIFA Vice Chairman, and Chief Executive Officer, BOCHK Asset Management Limited
5:00pm End
 *The programme and speakers are subject to change.
Emcees:
Imogene Wong, Manager of HKIFA and
Sam Yu, Member of HKIFA Regulatory Sub-committee and Head of Compliance, Asia Pacific ex. Japan, Baring Asset Management (Asia) Limited