IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
08:00 - 08:30 30 mins
Main agenda
Registration and coffee
09:00 - 09:15 15 mins
Main agenda
Chair's welcome day 1
09:15 - 10:00 45 mins
Main agenda
Passporting in Asia: How can you prepare (and is it worth it)?
  • Moderator Scott McLaren - Head of Hong Kong Office, Brown Brothers Harriman
  • Panellist Gabriel Gondard - Head of Product Strategy and Development - APAC ex-Japan, AllianceBernstein
  • Panellist Michelle Lloyd - Head of Irish Desk, Maples and Calder
  • Panellist Lisa O'Connor - Head of Standards, APAC, SWIFT
more
  • China-Hong Kong mutual recognition scheme (MRF) – When will this truly take off?
  • Asia Region Funds Passport (ARFP) – How threatening is Singapore’s withdrawal?
  • ASEAN Collective Investment Scheme (ASEAN CIS) – How successful has this been so far?
10:00 - 11:00 60 mins
Main agenda
Morning networking break
10:30 - 11:15 45 mins
Main agenda
Trade and Investment in China: Changing the landscape in Asia?
  • Yang Du - Managing Director, Asset Management, China Securities International Finance Holding Company Limited
  • Mr Jonathan Ha - Founder & CEO, RedPulse
more

A fireside chat

11:15 - 12:00 45 mins
Main agenda
Industry panel discussion: How to prepare for the opportunities and challenges of regulatory change in China
  • Moderator Rainer Fuchsluger - Regional MD Asia, SS&C Institutional & Investment Management
  • Panellist Keith Cheung - COO, BEA Union Investment Management Limited
  • Panellist Ken Hui - Chief Operating Officer, Fullgoal Asset Management (HK) Ltd
  • Panellist Jessie Lam - COO, Oceanwide Asset Management
  • Panellist Kevin Rideout - MD, Market Development, HKEX
more
12:00 - 13:15 75 mins
Main agenda
Lunch and networking break
13:30 - 13:55 25 mins
Main agenda
The Role of Market Infrastructure for the MF Industry: Convenience, Accuracy & Transparency
  • Bhalchandra Joshi - Chief - Service Delivery & Operational Excellence, Reliance Nippon Life Asset Management Ltd
more
13:55 - 14:25 30 mins
Main agenda
Operational Risk Case Study: The Journey Towards Backup NAV
  • Hayley Zhu - Business Development Manager, APAC, Milestone Group
more

A Black Swan event is by definition rare and extremely difficult to predict, but it can strike any time. Is your fund operation prepared for the worst?

14:25 - 15:00 35 mins
Main agenda
The importance of KYC in fund operations: Understanding how to manage your KYC procedures
  • Moderator Joyce Lui - VP Corporate Communications, Harvest Global Investments Ltd
  • Panellist Nicholas Koo - Executive Director, Operations, JP Morgan Asset Management
  • Panellist Brian Elders - Board Member, KYC-Chain
  • Panellist Duncan Watt - Consultant, Eversheds
more
15:00 - 15:30 30 mins
Main agenda
Afternoon coffee break
15:30 - 16:15 45 mins
Main agenda
Operational due diligence: How are COOs managing the process?
  • Moderator Russell Davidson - Chief Operating Officer, Arowana Asset Management
  • Panellist Andrei Kasianenko - Head of APAC AM Risk Management, Northern Trust Asset Management
  • Panellist Ralph Lopez - Executive VP; APAC Chief Administration Officer, PIMCO
  • Panellist Joanne Murphy - Managing Director, APAC, CAIA Association
  • Panellist Jennifer Theunissen - COO Asia, PineBridge Investments
more

Managing investor expectations and identifying what requests are becoming the new normal

16:15 - 17:00 45 mins
Main agenda
Champagne Roundtables - Chatham House Rule
  • Jennifer Theunissen - COO Asia, PineBridge Investments
  • Bhalchandra Joshi - Chief - Service Delivery & Operational Excellence, Reliance Nippon Life Asset Management Ltd
  • Andrei Kasianenko - Head of APAC AM Risk Management, Northern Trust Asset Management
  • Ken Hui - Chief Operating Officer, Fullgoal Asset Management (HK) Ltd
more

Round off the day with some focussed networking as you discuss the latest regulatory developments and how to navigate them with key speakers and your peers over a glass of champagne…

  • MiFID II hosted by Pinebridge
  • Market Infrastructure hosted by Reliance Nippon Life Asset Management
  • Due Diligence hosted by Northern Trust Asset Management
  • Stock & Bond Connect schemes hosted by Fullgoal


17:30 - 19:00 90 mins
Main agenda
Close of Day 1 and networking drinks reception