26-7-2019

SHANGHAI

SPEAKERS     AGENDA     PARTNERS     SPONSORS           中文    

REGISTRATION
Asia ETFs 2020:Preparing for a new horizon 
The evolution of investing in China
ETF Technology 2.0: New trends and applications for institutional investors
Demystifying ETFs - Location alpha
The development status and development space of ETF index fund in China
Allocation, execution, strategy: How to build a winning model portfolio
Allocating to Emerging Markets
Investing with Bond ETFs: A new perspective
Is ESG Indexing ETF the next best investment Asset class?
Do cryptocurrency ETFs have a role in Asia
Building Smarter Portfolios with Machine Learning
Risk mitigation:Explore how ETFs used to hedge against a market downturn
CUTTING-EDGE INSIGHTS
ORGANIZED BY:
SPEAKERS INVITED

 Luo Wenjie

 General Manager of I ndex Investment Department, Southern 500 ETF Fund Manager 

 China Southern Fund 

 ​​Rohit Narula​​, Partner,

 Transaction Tax, Asia-Pacific Financial Services

 EY

​ Brian Roberts

 Senior Vice President & Head of Exchange Traded Products

 HKEX 


Jacky Tang,

Head of Portfolio Management Group; Co-Head of Investment Strategy 

Group Goldman Sachs Private Wealth Management

Su Qingyun

Head of ETFs

HuaAn Fund

Pang Yaping

Senior Vice President and Investment Manager, Quantitative Investment Department 

China AMC

Chen Zhengxian

Director of Index Investment

Harvest Fund

Derek Mok

CIO

Fubon Convoy Asset Management(HK)

Lin Li

Managing Director, Head of asset allocations strategy research 

CreditEase Wealth Management

Mona Chung

Head of ETF & Cross Asset

Ping An Asset Management

Qianyun Liao

Head of Index Department

China Bond Pricing Center Co., Ltd

Jooyoung Yun

Executive Director, Head of ETF,

 Mirae Asset Global Investments(Korea)

MATTHIAS SZABO

Director New Listings & Index Sales 

Vienna Stock Exchange

Victoria Mio

CIO China

Robeco Hong Kong

Anthony Cheung

MD, Global Head of ESG & Sustainable Investing

Hamon Investment Group

Min Lei

Director and Head, Financial Risk Management for Asian Markets

AXA

Jackie Choy

Director of ETF Research, Asia,

Morningstar Investment Management Asia Limited

12:00 NETWORK LUNCH


 9:10 Asia ETFs 2020:Preparing for a new horizon 

‣ 2020 investment barometer – sunny days or brewing storms

‣ Strategies in asset allocation and risk diversification in the rising rate environment

‣ How to select the right ETFs to maximizing the investment returns 

‣ What opportunities are available now, that people should jump into? 

EARLY MORNING SESSION


 9:30 The evolution of investing in China 

‣ How to capture opportunities in China’s rising status in international indices through ETFs 

‣ ETFs vs futures: Which is the more efficient product to trade Asia in Asia? 

‣ New trends in Bond ETFs including China bond inclusion


9:50 ETF Technology 2.0: New trends and applications for institutional investors


10:10 Demystifying ETFs - Location alpha

‣ look beyond the expense ratio by delving into the total cost of ownership, how to quantify performance 

and a spotlight on tax. 

‣ How to trade Asia with ETFs to optimize price discovery, lower trading costs, capture Asia’s market 

movements and reap the most tax benefits? 

10:30 Networking Break


11:00 The development status and development space of ETF index fund in China 

11:20 Panel:Allocation, execution, strategy: How to build a winning model portfolio 

‣ Which investment tools to use? 

‣ How to implement ETFs in your portfolios? 

‣ What are the benefits and risks of using ETFs in asset allocation?

AGENDA

EARLY AFTERNOON SESSION

13:30 Panel: Allocating to Emerging Markets 

‣ What is the contagion risk of the trade war with China to the entire emerging market economy? 

‣ Is consumer discretionary still the driving force in EM? Are tech stocks the true story? 

‣ What are the risks that headlines aren’t reporting? How do risks differ across Global markets?

15:05 Is ESG Indexing ETF the next best investment Asset class? 

‣ As ESG EFTs grow in popularity, is it better to launch it as a separate fund as opposed to integrating them 

into your mainstream portfolio? 

‣ Going mainstream: the future of ESG investing

14:35 Networking Break

15:25 Do cryptocurrency ETFs have a role in Asia 

15:45 Building Smarter Portfolios with Machine Learning 

16:10 Risk mitigation:Explore how ETFs used to hedge against a market downturn 

‣ What is the best blend between active and passive? 

‣ Practical tools and metrics to achieve better risk-adjusted returns 

‣ Using factors to remake portfolios, mitigate risks and solve conventional challenges

14:15 Investing with Bond ETFs: A new perspective 

‣ How to use Bond ETFs 

‣ New trends in Bond ETFs including China bond inclusion

16:30 End of the Conference 

14:15 Investing with Bond ETFs: A new perspective 

‣ How to use Bond ETFs 

‣ New trends in Bond ETFs including China bond inclusion 

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