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08:00 08:10 (10 mins)

Grand Plenary

Chairman’s Opening Address

08:10 08:40 (30 mins)

Grand Plenary

Profiting from Connectivity: Eurasia's New Silk Roads

  • Dr Parag Khanna - Senior Research Fellow in the Centre on Asia and Globalisation, Lee Kuan Yew School of Public Policy at the National University of Singapore

08:40 09:25 (45 mins)

Grand Plenary

Asset Management Mavericks In Conversation: Rethinking The Model For Global Asset Management And Alligning Interests For A More Sustainable Future

  • Moderator JB Beckett - UK Lead, APFI and Author and Founder of 'New Fund Order', UK Lead, APFI and Author and Founder of 'New Fund Order'
  • Andy Brown - Investment Director, Prudential Portfolio Management Group
  • Jason Hsu - Chairman & CIO, Rayliant Global Advsiors
  • Saker Nusseibeh - CEO , Hermes Investment Management
  • Andy Agathangelou - Founding Chair, The Transparency Task Force

09:25 10:10 (45 mins)

Grand Plenary

State Of The Industry: Defining Success In Asia To Ensure A Sustainable Future For The Industry

  • Moderator Andrew Gordon - Managing Director, Asia, RBC Investor & Treasury Services
  • Lieven Debruyne - CEO Asia Pacific, Schroders
  • Roger Bacon - MD, Head of Managed Investments & Advisory, Asia Pacific ex-Japan, Citi Private Bank
  • Mr Michael Falcon - Chief Executive Officer of Asia Pacific, Global Investment Management, J.P. Morgan
  • Pedro Bastos - CEO, HSBC Global Asset Management
  • Elliott Shadforth - Wealth and Asset Management Leader, Regional Leader, Hong Kong, EY

10:10 10:40 (30 mins)

Networking Agenda

Networking Morning Coffee

10:40 11:00 (20 mins)

China Forum

Finding Succes In Mainland China: the complexities of the China option

  • Chantel Grinderslev - Senior advisor, Z-Ben Advisors

11:00 11:40 (40 mins)

China Forum

Finding Success In Mainland China : A How-To Guide For Asset Managers

  • moderator Michael Wittich - Greater China & NE Asia Head, Investors, Standard Chartered
  • Ko Tseng - Board Director, BOB Scotia International Asset Management Company Ltd
  • David Zhang - Head of Global Asset Allocation, HNW Family Office
  • Jelle Vervroon - Chief Executive Officer, HFT Investment Management
  • Richard Tang - CEO, ICBC Credit Suisse Asset Management
  • Albert Teoh - Managing Director of China Business, Value Partners

11:00 11:40 (40 mins)

Next Gen Distribution Forum

Going Digital: Examining The Development Of The Digital Approach To Wealth Management & The Impact Of Robo On The Industry Status Quo

  • Moderator Stuart Alexander - Co-Founder and Chief Executive, Gemini Investment Management
  • Ned Phillips - Founder and CEO, Bambu
  • Bhaskar Prabhakara - Founder, Welnvest
  • Sherman Lin - Chairman & CEO, TDCC & FundRich
  • Mathias Helleu - CEO, 8Securities

11:40 12:20 (40 mins)

China Forum

ETF Connect The Rapid Rise of ETFs and the Next Transformational Change

  • Chris Pigott - Head of Hong Kong ETF Services, Brown Brothers Harriman
  • Melody He - Head of ETF and Index Solutions, CSOP Asset Management
  • Brian Roberts - Head of Exchange Traded Products, Hong Kong Exchanges and Clearing Limited

11:40 12:20 (40 mins)

Next Gen Distribution Forum

Shifting Nature Of Advisory: Discussing Regulatory Changes, A Growing Distrust Of The Commission Based Model & How Tech Is Enabling A New Form Of Wealth Management

  • Moderator Arjan de Boer - Head of Markets and Investment Solutions, Indosuez Wealth Management
  • Julian Schillinger - Co-founder and CTO, Prive Managers
  • Marc Lansonneur - Managing Director, Head of Managed Solutions and Investment Governance, DBS
  • Richard Lepere - CEO, Fund Channel SA

12:20 13:00 (40 mins)

China Forum

Cracking The China Conundrum: What Does Is Take For A Global Firm To Be Successful In China And Identifying The Most Suitable Access Solution For Your Business

  • Moderator Scott McLaren - Head of Hong Kong, Brown Brothers Harriman
  • Jung Ho Rhee - President & Chief Executive Officer, Mirae Asset Global Investments (HK)
  • Amy Cho - CEO Asia Pacific, Pictet Asset Management

12:20 12:40 (20 mins)

Next Gen Distribution Forum

Cross-border Distribution: Latest Update - UCITS VS local funds, HK-Switzerland MRF, and the Internationalization of Chinese Fund managers?

Hear directly from one of Asia’s most influential fund buyers on the changing distribution landscape

  • Remi Toucheboeuf - Head of Asset and Fund Services Product, Asia, BNP Paribas Securities Services

13:00 14:30 (90 mins)

Networking Agenda

Networking Lunch

14:15 15:00 (45 mins)

Next Gen Distribution Forum

Relationship Manager or Portfolio Manager?: Re-Defining The Role Of The Financial Advisor & Debating Whether It Is In The Best Interest Of The Client

  • Tim Searle - CEO, Globaleye
  • Philippe Legrand - CEO, London & Capital Asia
  • Chandrima Das - Co-Founder, Bento
  • Vineet Vohra - Director & Practice Leader, Arete Financial Partners

14:15 14:40 (25 mins)

China Forum

Special Guest Address: China And The Tech Revolution

  • Soul Htite - Founder and CEO, Dianrong.com

14:40 15:10 (30 mins)

China Forum

China and the Rest of the World Liberalisation, Regulation, Currency, Investment: When Will China Become A Fully Fledged Part Of The Global Investment Universe?

  • Yang Du - Managing Director, Yaozhi Asset Management Co. LLP
  • Louis Kuijs - Head of Asia Economics, Oxford Economics
  • Simon Chan - Executive Director, Anbang Asset Management (Hong Kong)
  • Qi Wang - CEO, MegaTrust Investment (HK)

15:00 15:40 (40 mins)

Next Gen Distribution Forum

Shifting Boundaries: Where Does Asset Management End And Wealth Management Begin? Does This Matter, And What Will Be The Impact For The Clients?

  • Stephan Repkow - Founder & CEO, Wealth Management Alliance
  • Rodolphe Larqué - Head of Funds & ETFs, Asia Pacific, Credit Suisse Private Banking
  • Richard Harris - CEO, Port Shelter Investment Management
  • Alexis Calla - Global Head of Investment Strategy, Advisory & Managed Investments, Standard Chartered

15:10 15:30 (20 mins)

China Forum

New Research: China private banking industry from the eyes of client-engagement

15:30 16:00 (30 mins)

China Forum

Wealth Management In China: What Part Do Funds Play Within A Typical Mainland Investment Portfolio?

  • Belle Liang - Head of Investment Advisory, Hang Seng Bank
  • Daniel Lau - Senior Investment Manager – Life Product and Proposition Management, Life Business Unit, AXA China Region Insurance Company
  • Blair Pickerell - Strategic Advisor, Creditease Wealth Management

15:40 16:30 (50 mins)

Next Gen Distribution Forum

Let’s Talk Selection: Implementing Real Change In The Selection Process, What That Will Mean For the End-User & Is Robo The Answer?

  • JB Beckett - UK Lead, APFI and Author and Founder of 'New Fund Order', UK Lead, APFI and Author and Founder of 'New Fund Order'
  • Steven Seow - Principal & Head of Wealth Management, Asia Investments, Mercer
  • Alex Ypsilanti - CEO & Co-Founder, Quantifeed
  • Matthias Weber - CIO, iFund Services

16:00 16:30 (30 mins)

China Forum

Interfacing With The Chinese Client Of The Future: Addressing a Younger Chinese Client And Adapting The Business Model To Suit The Online Generation

  • Greg Van den Bergh - CEO, Micai
  • Yu Dong Zheng - CEO, Xuanji

16:30 17:00 (30 mins)

Networking Agenda

Afternoon Tea