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Informa
08:00 - 09:00 60 mins
Main Session Room
Registration and welcome coffee
09:00 - 09:10 10 mins
Main Session Room
Chairman's opening address
  • John Swolfs - CEO, Inside ETFs
09:10 - 09:30 20 mins
Info
Main Session Room
The evolution of investing in China
  • Brendan Ahern - Chief Investment Officer, KraneShares

China’s equity market evolution has largely outpaced the tools global investors use to determine strategic asset allocation. Thirty years ago China’s equity markets did not exist, fifteen years ago they barely registered in the global rankings. Today, China is the second largest equity market in the world, fully accessible to international investors, with little correlation to anything else.

Through understanding the evolution of investing in China and the specific sectors poised for growth, investors may achieve superior outcomes.

09:30 - 09:45 15 mins
Info
Main Session Room
Demystifying ETFs - Location alpha
  • Brian Roberts - Senior Vice President & Head of Exchange Traded Products, HKEX

HKEX will lead the audience to look beyond the expense ratio by delving into the total cost of ownership, how to quantify performance and a spotlight on tax.

09:45 - 10:10 25 mins
Info
Main Session Room
Demystifying ETFs - the good, the bad, and the ugly
  • Brian Roberts - Senior Vice President & Head of Exchange Traded Products, HKEX
  • Harmen Overdijk - Founding Partner, The Capital Company
  • Matthew Chan - Senior Consultant, Mercer
  • Moderator Anthony Cheung - Managing Director, Global Head of ESG and Sustainable Investing, Hamon Investment Group

High levels of volatility, low trading volume, limited variety, wide bid spread, high fees, etc… How is the Asian ETF market overcoming industry headwinds?

  • What are the issuers doing to improve the situation?
  • How will they make the Asia market more favourable for investors?
  • Better understanding of the mechanics behind the creation redemption process
10:10 - 10:30 20 mins
Info
Main Session Room
RMB bond indexing investment: development and innovation
  • Qianyun Liao - Head of Index Department, ChinaBond Pricing Center Co., Ltd

In this session Qianyun Liao from ChinaBond Pricing Centre will cover the development of on-shore RMB bond market and the tendency of RMB bond indexing investment and what they mean for ETF.

10:30 - 11:00 30 mins
Networking break
11:00 - 11:20 20 mins
Info
Main Session Room
Fireside Chat: Asia ETFs 2025
  • Moderator Deborah Fuhr - Managing Partner & Co-Founder, ETFGI
  • Chris Tse - Vice Chairman, Institute of Financial Planners of Hong Kong

“HK and China ETF markets to grow fastest”, “APAC ETF assets to quadruple by 2025”, etc. These headlines in the news seem to be very positive. But what should we really keep an eye on? How can the investors enjoy the benefits of the growing market? Where is the market going next? Will smart-beta work in China and Pan-Asia?

11:20 - 12:00 40 mins
Info
Main Session Room
Factor Investing: new approaches, new solutions & the challenges of cap weighted indexes
  • Ben Johnson, CFA - Director of Global ETF Research, Morningstar
  • Takefumi Konishi - Senior Manager, Asset Management Division, Mitsubishi UFJ Trust and Banking Corporation
  • Rico Kwan - Head of Quantitative Analysis and Data, Hang Seng Indexes Company Limited
  • Moderator John Swolfs - CEO, Inside ETFs

Factor investing is nothing new. The growth of ETF investing and investor appetite to better control risk has sparked excitement in these products. But, with most results still grounded in academic theory investors remain skeptical. Join factor and smart beta experts alike as we tackle the biggest issues facing this growing market segment.

  • How to execute multi-factor smart beta strategies?
  • Identify the best factors for each stage of the market cycle
  • Single vs. multifactor approaches - which one is right for you?
  • How will the dynamics of factor investing change in the next few years?
12:00 - 12:40 40 mins
Info
Main Session Room
Leveraged and inverse ETFs: heaven or hell?
  • Kenny Wen - Wealth Management Strategist, Everbright Sun Hung Kai
  • Paul Liu - Board Advisor, IPP Financial Services Holdings Limited
  • Derek Mok - Chief Investment Officer, Fubon Convoy Asset Management Limited
  • Nik Bienkowski - Co-Founder & Co-CEO, HANetf
  • Louis Poon - Executive Vice Chairman, Association of Family Offices in Asia

In this session we will review the latest leverage/inverse ETFs launch. What makes them different and who are using them? Hear from the leading issuers, investors, and distributors from the US, EU and Hong Kong on this most pressing topic.

  • Is there reputation deserved?
  • Best practices for implementation
  • Can leveraged and inverse work in any portfolio?
12:40 - 13:40 60 mins
Networking lunch
13:40 - 14:20 40 mins
Info
Main Session Room
Allocation, execution, strategy: building a winning model portfolio
  • Evan Ong - Managing Director, Asia ETPs and Listed Derivatives Strategy, ‎FTSE Russell
  • Kevin Liem - Chief Investment Officer, CBH Asia Limited
  • Jacky Tang - Head of Portfolio Management Group; Co-Head of Investment Strategy Group, Goldman Sachs Private Wealth Management
  • Yvonne Leung - Executive Director, J.P. Morgan
  • Moderator Stephen Pau - Chief Investment Officer, HeFeng Family Office

Hear from the most successful asset owners and asset allocation strategists, examining how they use ETFs.

  • Which investment tools to use?
  • How to implement ETFs in your portfolios?
  • What are the benefits and risks of using ETFs in asset allocation?
14:20 - 15:00 40 mins
Info
Main Session Room
Risk mitigation & ETFs: managing risk is the new alpha
  • Min Lei - Director and Head, Financial Risk Management for Asian Markets, AXA
  • Jackie Choy - Director of ETF Research, Asia, Morningstar Investment Management Asia Limited
  • Stella Yiu - Head (Investment Regulation), Mandatory Provident Fund Schemes Authority
  • André Havas - Senior Partner, CIMalgo AB
  • Richard Morrow - Editor, AsianInvestor

Managing risk is the new alpha, as more and more investors realize investing is more than just picking stocks. In this opening panel, we explore how ETFs can be used to hedge against a market downturn, complement active managers and easily access uncorrelated asset classes.

  • What is the best blend between active and passive?
  • What are the hurdles when allocating to active and rules-based strategies?
  • Are there hidden costs? 
  • Do these strategies leave returns on the table?
15:00 - 15:20 20 mins
Info
Main Session Room
Thematic investing: systematically capturing megatrends
  • Roberto Lazzarotto - Head of Sales, Senior Managing Director, STOXX Ltd.

Megatrends—seismic macro-level structural changes—are transformative forces that have a major impact on businesses and societies globally. Such transformative forces present investment opportunities, which in recent times has gained momentum in the form of thematic investing. STOXX has identified a few themes that are already disrupting or likely to disrupt our modern world. We’ll discuss an innovative, systematic and rules based approach to identify the likely beneficiaries from the materialization of such themes.

15:20 - 15:50 30 mins
Networking break
15:50 - 16:10 20 mins
Info
Main Session Room
ETF Trading - better understanding of the Asia markets
  • Viktor Östebo - Head of Institutional Trading, Flow Traders Asia
  • Brian Roberts - Senior Vice President & Head of Exchange Traded Products, HKEX
  • Moderator John Swolfs - CEO, Inside ETFs

How to trade an ETF that is not liquid? How to diversify your portfolio with simple ETF investments? In this session the trading experts will discuss the truth regarding ETF liquidity and answer real time questions from the audience!

16:10 - 16:30 20 mins
Info
Main Session Room
Real live trading demo: path to best execution
  • Viktor Östebo - Head of Institutional Trading, Flow Traders Asia

Leading market maker will talk the audience through real life scenarios of ETF trading and how to achieve best execution when investing in different ETFs.

16:30 - 17:00 30 mins
Info
Main Session Room
Closing keynote: Trump, Tariff, and China’s transition
  • Cui Li - Chief Economist, Managing Director and Head of Macro Research, China Construction Bank International

As tensions mount between DC and Beijing, investors are forced to reconsider their exposure to China. Hear from a local market expert on how to tackle the biggest issues facing the world’s second largest economy.

17:00 - 18:30 90 mins
Networking drink reception