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08:00 08:10 (10 mins)

Grand Plenary

Chairman’s Opening Address

  • Sarah Clarke - FundForum Reporter, FundForum Reporter

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
  • 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

Audience Polling Session

  • 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

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

10:40 10:40 (0 mins)

Next Gen Distribution Forum

Chairman’s Welcome

  • Richard Harris - CEO, Port Shelter Investment Management

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

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

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

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

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

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

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

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

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 15:15 (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

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

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

15:15 16:15 (60 mins)

China Forum

Wealth Management In China Interfacing With The Chinese Client Of The Future

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

  • 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

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

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

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?

  • 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'

16:45 17:45 (60 mins)

Networking Agenda

Too Hot To Touch: Address the more contentious issues

Chatham House Rule Boardroom Session

  • Host Yoon Ng - Director, Asia Pacific, Spence Johnson