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Key Sessions

Michael Pettis

Geopolitics – Ignore at your peril!

Peking University

Showing of Streams
11:10 - 11:40

Networking Break

More
Showing of Streams
Showing of Streams
Showing of Streams
15:40 - 16:10

Afternoon Tea

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Showing of Streams
17:25 - 18:25

FundForum Asia Drinks Reception

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08:50 - 09:00 10 mins
Grand Plenary
Chairman's Welcome
09:00 - 09:30 30 mins
Info
Grand Plenary
Geopolitics – Ignore at your peril!
  • Michael Pettis - Professor of Finance, Guanghua School of Management, Peking University

Ongoing trade issues between US and China: what implications is this having on financial markets in China? What is the knock-on effect on other Asian markets? And predicting what other important global events will define the Asian investment landscape in 2020 and beyond?

09:30 - 09:50 20 mins
Info
Grand Plenary
Alexa Lam: Asia’s positioning and fund market outlook
  • Alexa Lam - Chief Executive of Asia-Pacific, ICI Global

Hear directly from one of the most influential figures for Mutual Recognition of Funds (MRF) - what effects does MRF have on the asset management industry in Hong Kong, in Asia and globally? What are the other key trends and developments in the industry? How should Asia position itself in the global market?

09:50 - 10:30 40 mins
Info
Grand Plenary
Global CEOs speak out
  • Moderator Blair Pickerell - Strategic Advisor, CreditEase Wealth Management
  • Panellist Kimberley Stafford - Head of PIMCO Asia-Pacific, PIMCO
  • Panellist Charles Lin - Asia CEO, The Vanguard Group, Inc.
  • Panellist Mark Browning - Head of Asia Pacific, Franklin Templeton
  • Panellist Scott Geary - Head of Asia Pacific, GRG, Wellington Management

Tightening regulations, stormy financial market, the dawn of customisation:

How are global firms facing up to disruption and its challenges?

10:30 - 11:10 40 mins
Info
Grand Plenary
Late-cycle investing: reacting to growing risk
  • Panellist Paul Carrett - Group Chief Investment Officer, FWD Group
  • Panellist John Woods - Chief Investment Officer, Asia Pacific, Credit Suisse
  • Panellist Ben Rudd - Chief Investments Officer, Prudential Hong Kong
  • Panellist Adrian Zuercher - Head Asset Allocation, CIO APAC, UBS AG

Having seen some record losses in 2018, CIOs and fund selectors discuss the biggest challenges facing the industry:

 How to strive for a reasonable return in late cycle? What should investors do to their portfolios in 2020 and what are the potential growth areas to focus on?

11:10 - 11:40 30 mins
Networking Break
11:40 - 12:20 40 mins
Info
FundForum Asia
Tackling Asia: EM, developed or both?
  • Moderator Stewart Aldcroft - CEO, CitiTrust
  • Panellist Julie Koo - Managing Director, Head of Investment Management Sales, APAC, Citi Private Bank
  • Panellist Virginie Maisonneuve - Chief Investment Officer, Eastspring Investments

Comparing the performance of emerging markets and developed markets in Asia: What are the benefits of tapping into under-invested markets early and what are the hidden risks involved? Should investors approach EM as a whole or a more granular approach?

11:40 - 12:20 40 mins
Info
Inside ETFs Asia
Future for ETFs: what’s next on the horizon
  • Panellist Marc Lansonneur - Managing Director, Head of Managed Solutions and Investment Governance, DBS
  • Moderator Malik Sarwar - CEO, K2 Leaders
  • Panellist Brian Roberts - Vice President, Head of Exchange Traded Products, HKEX

One big question for ETF practitioners in Asia: why are great products not selling well in Asia and how to solve this? What are the drivers for passive to grow into comparable market size as active? What are the biggest challenges at hand with ETFs amid the uncertain financial outlook?

12:20 - 13:00 40 mins
Info
FundForum Asia
Asia bonds: a safe haven for investors?
  • Panellist Jeffrey Yap - Managing Director, Regional Head of FICC, Asia, HSBC Private Banking
  • Panellist Anitza Nip - Head of Fixed Income Research, Asia, Union Bancaire Privée

Exploring the development of the Asian bond market and understanding what are the pros and cons of different approaches to gain exposure? Weighing up the risk vs the opportunity.

12:20 - 12:50 30 mins
Info
Inside ETFs Asia
Getting under the bonnet of active ETFs
  • Moderator Jackie Choy - Director of ETF Research, Asia, Morningstar

While active ETFs are about performance over cost, do investors focus on cost over performance? And how to address the transparency issue?

13:00 - 14:00 60 mins
Grand Plenary
Networking Lunch
14:00 - 14:30 30 mins
Info
Business Leaders Forum
WealthTech: A new era for wealth managers
  • Panellist Rohit Bhuta - CEO, Crossinvest
  • Panellist Jaye Chiu - Managing Director, Head of Investment Management, PB Asia, BMO Private Bank
  • Panellist Wei Mei Tan - Managing Director, Head of Advisory & Investment Solutions Emerging Markets, Deutsche Bank


How can wealth managers connect more intelligently with clients? What kind of services can they deploy to add value to clients with the addition of tech? And what investment products will win out in a digital context?

14:00 - 14:40 40 mins
Info
Fund Buyers Solutions
AI as an investment tool

“What will make my life easier as an investor?”, “How to use AI to enhance portfolio constructions?”, “What are the tools available for selecting the best ETFs effectively for my portfolio?” This session we will explore all questions the investors have around AI, and how AI can help when it comes to making the right investment decisions

14:00 - 14:20 20 mins
Info
Inside ETFs Asia
Factor investing: Band new report on strategic beta

Special guest keynote


14:20 - 14:40 20 mins
Inside ETFs Asia
Special guest keynote
14:30 - 15:00 30 mins
Info
Business Leaders Forum
Distribution outlook
  • Moderator Malik Sarwar - CEO, K2 Leaders
  • Panellist Mark Surgenor - Head of Wealth Asia, Retail Banking & Wealth Management, HSBC

How is technology changing the distribution landscape for asset managers? How can technology help improve asset managers’ relationships with their distribution partners?

14:40 - 15:30 50 mins
Info
Fund Buyers Solutions
Portfolio construction clinic

Back by popular demand, in-depth roundtable discussions on developments in portfolio construction, product and asset class discussions


Table 1: Smarter beta

Table 2: ETFs 

Table 3: AI as an investment theme

Table 4: Model Portfolios

 

14:40 - 15:10 30 mins
Inside ETFs Asia
Live trading
  • Jermyn Wong - Product Development Director, Nikko Asset Management
  • Sebastian Born - Institutional Trader, Flow Traders Hong Kong
15:00 - 15:30 30 mins
Info
Business Leaders Forum
Retirement solutions
  • Panellist Joseph Lee - Director (Product Regulation), Mandatory Provident Fund Schemes Authority (MPFA)

With a rapidly aging population, pension and healthcare products are increasingly important. This session will focus on meeting customers’ evolving needs through product development and how technology will help shape retirement provision in the future.

15:10 - 15:40 30 mins
Info
Inside ETFs Asia
Bonds in passive: diversity, liquidity and transparency

Do bond ETFs bring similar yield as active bond funds? What are the additional risks for bond ETFs and how can investors measure them? In what situation investors should buy fixed income ETF instead of an active fund?

15:40 - 16:10 30 mins
Afternoon Tea
16:10 - 16:40 30 mins
Info
Grand Plenary
Active vs passive: shaking up the mutual fund world
  • Panellist Paula Ip - Executive Director, Head of Investment Fund Sales, Greater China, UBS Wealth Management
  • Panellist Pierre DeGagné - Executive Director, Investment Funds Fund Selection & Strategy, DBS Bank

Will passive investing overtake the active space in the near future? Are ETFs purely driven by low cost? Do they deliver something that active funds don’t? Can active investing make a comeback?

16:40 - 17:25 45 mins
Grand Plenary
Closing keynote: learning from China’s leading digital disruptor
17:25 - 18:25 60 mins
FundForum Asia Drinks Reception