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| 08:15 |
Registration |
| 08:45 |
Welcoming Remarks
Gerry Ng, Chairman,
Hong Kong Investment Funds Association
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| 08:50 |
Keynote Speech
The Regulator's Role in Today's Fund Management Business
Martin Wheatley, Chief Executive Officer,
Securities and Futures Commission Hong Kong
|
| 09:20 |
Keynote Speech
US-China Trade Relationships in a Post-Crisis World
Stephen Roach, Chairman,
Morgan Stanley Asia
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| 09:50 |
Break |
| 10:15 |
Panel Discussion
A review of QDII, QFII and CEPA - from the practitioners' perspective
· Opportunities provided for both Mainland and international players
· Challenges in implementation
· Where to go from here?
· Roles of HK (present and future)
| Moderator: |
Gerry Ng, Chairman,
Hong Kong Investment Funds Association |
| Panelists: |
Peter Alexander, Principal,
Z-Ben Advisors Ltd.
Carl Hinze, Associate,
Eversheds LLP, Shanghai
Eleanor Wan, Chief Executive Officer,
Allianz Global Investors Hong Kong Ltd.
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|
| 11:15 |
Presentations and Panel Discussion
| Moderator: |
Lieven Debruyne, HKIFA Executive Committee member |
| i) |
Latest development of UCITS in Europe,
especially on new product trends in Ireland and Luxembourg
| · |
Ireland - David Dillon, Senior Partner,
Dillon Eustace
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| · |
Luxembourg - Gast Juncker, Partner,
Elvinger, Hoss & Prussen
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| ii) |
The implications of UCITS developments in Hong Kong and Asia
Jeremy Lam, Partner, Financial Services,
Deacons
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|
| 12:15 |
Luncheon Talk |
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Rethinking China?
A look at the implications of a global economic slowdown on China and Hong Kong's role as its international capital formation centre
Ronald Arculli, Chairman,
Hong Kong Exchanges and Clearing Limited
|
| 13:35 |
Presentations and Panel Discussion
The recent development of the fund industry in the region
| · |
An overview of the latest fund industry development in Korea,
Singapore and Taiwan, with particular reference to the
development of the offshore fund markets. |
| · |
Challenges and opportunities for overseas fund managers |
| Moderator: |
Bonnie Lam, HKIFA Regulatory Subcommittee chairman |
| Panelists: |
Korea - Sung-Uk Yang, Managing Director,
Asset Management Association of Korea
Singapore - Lindsay Mann, Deputy Chairman and Chair of Regulatory Committee,
Investment Management Association of Singapore
Taiwan - Thomas H. McGowan, Foreign Legal Consultant,
Russin & Vecchi LLP
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|
| 14:35 |
Break |
| 14:50 |
Panel Discussion
Changing landscape of fund distribution and product development
| · |
What is the latest trend of fund distribution/model and product development? |
| · |
Implications of the changes in the regulatory environment on distribution and product
development |
| · |
Investor education |
| Moderator: |
Eleanor Wan, HKIFA Unit Trust Subcommittee chairman
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| Panelists: |
Steve Chiu, Head of Retail Business, Asia ex Japan,
Invesco Asset Management Asia Ltd.
Christina Choi, Director of Investment Products,
Securities and Futures Commission Hong Kong
Bruno Lee, Head of Wealth Management, Personal Financial Services Hong Kong,
HSBC
Orchis Li, Assistant Vice President & Product Manager, Wealth Management,
Manulife (International) Ltd.
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| 15:50 |
Panel Discussion
The future development of the MPF system
| · |
Overseas experience - U.S. 401(k) |
| · |
Moving toward an open platform - employees' choice |
| · |
The next step - convergence of retail funds with MPF |
| Moderator: |
Ken Tam, HKIFA Pensions Subcommittee chairman |
| Panelists: |
Alan Flynn, Business Leader, Investment Consulting,
Asia ex Japan,
Mercer Investment Consulting Ltd.
Michael Ha, Director, Institutional Business,
HSBC Global Asset Management (Hong Kong) Ltd.
Darren McShane, Executive Director (Regulation and Policy),
Mandatory Provident Fund Schemes Authority
Heman Wong, Executive Director,
Hospital Authority Provident Fund Scheme
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| 16:50 |
Closing Remarks
Eleanor Wan, Vice Chairman,
Hong Kong Investment Funds Association
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