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Informa
08:00 - 08:10 10 mins
Grand Plenary
Chairman’s Opening Address
  • Sarah Clarke - FundForum Reporter, FundForum Reporter
more
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
more
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
  • Andy Agathangelou - Founding Chair, The Transparency Task Force
more
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 - Asia-Pacific Wealth & Asset Management Leader, EY
more

Audience Polling Session

10:10 - 10:40 30 mins
Networking Agenda
Networking Morning Coffee
10:40 - 10:40 0 mins
China Forum
Chairman’s Welcome
  • Blair Pickerell - Strategic Advisor, Creditease Wealth Management
more
10:40 - 10:40 0 mins
Next Gen Distribution Forum
Chairman’s Welcome
  • Richard Harris - CEO, Port Shelter Investment Management
more
10:40 - 11:00 20 mins
China Forum
Finding Succes In Mainland China: the complexities of the China option
  • Chantal Grinderslev - Senior advisor, Z-Ben Advisors
more
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
  • Jelle Vervoorn - Chief Executive Officer, HFT Investment Management
  • Richard Tang - CEO, ICBC Credit Suisse Asset Management
  • Albert Teoh - Managing Director of China Business, Value Partners
more
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 Paul Resnik - Co-Founder, FinaMetrica
  • Bhaskar Prabhakara - Founder and CEO, Welnvest
  • Sherman Lin - Chairman & CEO, TDCC & FundRich
  • JB Beckett - UK Lead, APFI and Author and Founder of 'New Fund Order', UK Lead, APFI and Author and Founder of 'New Fund Order'
  • Greg Van den Bergh - CEO, Micai
more
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
  • Sammy Yip - Head of Product Management, Vanguard
more
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
  • Marc Lansonneur - Managing Director, Head of Managed Solutions and Investment Governance, DBS
  • Richard Lepere - CEO, Fund Channel SA
  • David Lee - Managing Director, Prive Holdings
more
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
  • Amy Cho - CEO Asia Pacific, Pictet Asset Management
  • Graham Turl - Managing Director, General Counsel Asia Pacific, BlackRock
  • Alex Boggis - Managing Director, Aberdeen International Fund Managers Limited
more
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
  • Remi Toucheboeuf - Head of Asset and Fund Services Product, Asia, BNP Paribas Securities Services
more
13:00 - 14:30 90 mins
Networking Agenda
Networking Lunch
13:00 - 14:15 75 mins
Networking Agenda
The Value of a Truly Active Approach : Closed-door Fund Selector Lunch hosted by Matthews Asia (by invitation only)
  • Jeremy Sutch - Senior Analyst, Matthews Asia
more
14:15 - 14:40 25 mins
China Forum
Special Guest Address: China And The Tech Revolution
  • Soul Htite - Founder and CEO, Dianrong.com
more
14:40 - 15:15 35 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
  • Moderator Steven Seow - Principal & Head of Wealth Management, Asia Investments, Mercer
  • Vineet Vohra - Director & Practice Leader, Arete Financial Partners
  • Philippe Legrand - CEO, London & Capital Asia
  • Chandrima Das - Co-Founder, Bento
more
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?
  • Moderator Chantal Grinderslev - Senior advisor, Z-Ben Advisors
  • Yang Du - Managing Director, Yaozhi Asset Management Co. LLP
  • Louis Kuijs - Head of Asia Economics, Oxford Economics
  • Simon Chan - General Manager, Anbang Asset Management (Hong Kong)
  • Qi Wang - CEO, MegaTrust Investment (HK)
  • Richard Knox - Director Financial Services (International), HMT
more
15:15 - 15:45 30 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?
  • Moderator Richard Harris - CEO, Port Shelter Investment Management
  • Rodolphe Larqué - Head of Funds & ETFs, Asia Pacific, Credit Suisse Private Banking
  • Alexis Calla - Global Head of Investment Strategy, Advisory & Managed Investments, Standard Chartered
  • William Ma - Co-CIO, Noah Holdings
more
15:15 - 16:15 60 mins
China Forum
Wealth Management In China Interfacing With The Chinese Client Of The Future
  • Moderator Blair Pickerell - Strategic Advisor, Creditease Wealth Management
  • Belle Liang - Head of Investment Advisory, Hang Seng Bank
  • Greg Van den Bergh - CEO, Micai
  • Yu Dong Zheng - CEO, Xuanji
more

Part 1: What Part Do Funds and Insurance Products Play Within A Typical Mainland Investment Portfolio?

Part 2: Debating How To Address a Younger Chinese Client And Adapting The Business Model To Suit The Online Generation

15:45 - 16:15 30 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?
  • Moderator Richard Harris - CEO, Port Shelter Investment Management
  • 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
more
16:15 - 16:45 30 mins
Networking Agenda
Afternoon Tea
16:45 - 17:45 60 mins
Networking Agenda
Peer-to-Peer Boardroom session – Fund Selector ONLY
  • Host JB Beckett - UK Lead, APFI and Author and Founder of 'New Fund Order', UK Lead, APFI and Author and Founder of 'New Fund Order'
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Do Fund Selectors need to Embrace Technology better to Survive?

Is the move to Passive a Symptom of Change rather than the end Game?

The case for Professional Standards in Fund Investing?

What are the dangers of asset concentration and Supertanker Funds?

Do fund buyers need to rethink cost or do we need to educate investors about value?

Should we invest or avoid Illiquid Assets?

16:45 - 17:45 60 mins
Networking Agenda
Too Hot To Touch: Address the more contentious issues
  • Host Yoon Ng - Director, Asia Pacific, Spence Johnson
more

Chatham House Rule Boardroom Session