PLEASE NOTE THE 2020 AGENDA IS COMING SOON - 2019 Main conference day 2
- Blair Pickerell - Strategic Advisor, Creditease Wealth Management
In this opening session, we are taking a step beyond ESG – meeting our current needs without compromising our future.
Impact experts will discuss from how to grow client awareness and create a lucrative yet sustainable approach to investment management.
- Alexandra Tracy - President, Hoi Ping Ventures
- Ka Shi Lau - Managing Director and CEO, BCT Group (BCT Financial Ltd / Bank Consortium Trust Co Ltd)
- Jamie Coombs - Head of Market Development, Investing and Advisory, ASEAN and Pacific, Refinitiv
- Hanna Raftell - Head of Digital Wealth Management, OPTI Wealth Management
Understanding the dynamics of money creation and deployment, as well as the trends and opportunities in Asia, Australia and ROW.
- Malik Sawar - CEO, K2 Leaders
- Farhan Faruqui - Group Executive, International, ANZ
Evaluating the pros and cons of this model and understanding how to optimise your relationship with your outsourced partner
- Alan Liu - Head of Treasury, Hong Kong Housing Society
- Adeline Tan - Wealth Business Leader, Mercer
- Kevin Jeffrey - Director, Investments, Willis Towers Watson
- Andrew Hendry - Head of Distribution, APAC, Aberdeen Standard Investments
How is technology being applied to asset management and how is digitalisation transforming the business
- Dean Chisholm - Regional Head of Operations, Invesco Asset management Pacific Limited
- David Li - Chief Executive Officer, CACEIS Hong Kong
- Mark England - Senior Managing Director, Head of Client Relationship Management Asia Pacific, State Street
- Maria Sit - Chief Client Experience & Digital Officer, Sun Life Hong Kong
Measuring the data, evaluating credibility, and understanding the product? How to apply ESG criteria to a business, product, or investment strategy
- Antony John - Principal, Ilex Associates
- Navaneeth Krishnan - AVP, Investment Analysis, Envestnet
- Madhu Gayer - Head of Investment Analytics & Sustainability, APAC, BNP Paribas Securities Services
- Louis Cheng - Professor of Finance and Director, Center for Economic Sustainability and Entrepreneurial Finance, School of Accounting and Finance, The Hong Kong Polytechnic University
Which asset classes and which market?
How best to use this passive vehicle?
- Jaye Chiu - Managing Director, Head of Investment Management, PB Asia, BMO Private Bank
- Yvonne Leung - Executive Director, J.P. Morgan Private Bank
- Jacky Tang - Head of Portfolio Management Group and Co-Head of Investment Strategy Group, Goldman Sachs Private Wealth Management
- Isaac Poole - Chief Investment Officer, Oreana Financial Services Limited
How do investors implement ESG through ETF? How are ESG products developing in Asia? E, S, and G - what’s the biggest factor when it comes to performance?
- André Schnurrenberger - Managing Director, Europe, Cerulli Associates
- Hanna Raftell - Head of Digital Wealth Management, OPTI Wealth Management
- Simon Godfrey - Head of Products, EFG Bank
- Andre Havas - Managing Partner, CIMalgo
How are institutional investors using ETFs in discretionary portfolios? What objectives do you have and how do you achieve those by using ETFs?
- Vincent Au - Managing Director – Head of Investments, ALPS Advisory (HK) Ltd
- Juliette Lim - Regional Head of Investments, Sun Life Financial Asia
- Xiaolin Chen - Head of International, KraneShares
- Christian Abuide - Head of Discretionary Portfolio Management & Head of Asset Allocation, Standard Chartered Bank
- Frederick Chu - Head of ETFs, ChinaAMC (Hong Kong)
How can Asian fund managers break out and be more international? What are the best ways for international Asset Manager to create a cross border business in Asia? Are UCITS still the answer?
- Steven Billiet - CEO, J.P. Morgan Asset Management Singapore
- Bo Kratz - Chief Executive Officer, Asia Pacific, Conning Asia Pacific Limited
- Ruchit Puri - Director & Chief Executive Officer, Kotak Mahindra (UK) Ltd
- Polly Wang - CEO, Nomura Asset Management Taiwan
- Jackie Choy - Director of ETF Research, Asia, Morningstar
- David Quah - MD, Quantitative Investment Solutions, Value Partners, Value Partners
- Anand Batepati - Co-founder and Portfolio Manager, GFM Asset Management
- Jessica Cutrera - Partner, The Capital Company
Online platforms are getting more popular than ever among investors and the growth are set to continue. How will mutual funds be distributed in Asia in the future? Will banks still dominate? Will online platforms thrive? CEOs discuss customer centricity, partnership models, business sustainability and how they are going to chance the investment world. Are you ready for the future?
- Blair Pickerell - Strategic Advisor, Creditease Wealth Management
- Amy Cho - Chief Executive Officer, Hong Kong and Head of Intermediary Clients, Asia Pacific, Schroder Investment Management (Hong Kong) Limited
- Ajai Kaul - CEO, Head of Asia Pacific Client Group, AllianceBernstein
Roundtable 1: How to make ESG a part of the investment process without compromising return?
Roundtable 2: Alt for alpha: what are the new strategies?
Roundtable 3: China vs India?
- Hanna Raftell - Head of Digital Wealth Management, OPTI Wealth Management
Roundtable 1: ETF as alpha: all about outperformance
Roundtable 2: Mitigating risks around different ETFs in an aggregated way
Roundtable 3: China bond on the rise: what’s it the best way to play Chinese currency?
- Hanna Raftell - Head of Digital Wealth Management, OPTI Wealth Management
- Rebecca Sin - Co-Head of Sponsorship, WE Asia Pacific Chapter
- Jackie Choy - Director of ETF Research, Asia, Morningstar
- Violet Yu - Director, Greater China Institutional Sales, CSOP Asset Management