Asia ETF Forum

The Asia ETF Forum is an exclusive series of events taking place across the region designed to bring together combined knowledge and expertise from the ETF ecosystem: institutional investors, intermediaries, as well as ETF issuers, distributors and market makers.

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Asia ETF Forum

Practical Applications for Building Better Portfolios

 

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Asia's premier ETF event connecting six cities

For the third year running, Asia ETF Forum – an exclusive series of events spanning six cities across Asia – once again brings together a group of ETF experts including institutional investors, intermediaries, ETF issuers, distributors and market makers to share knowledge, discuss market trends and explore ways to enhance portfolio returns.

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VISIT CONTENT HUB

Asia is fast moving to the centre stage of the global Exchange Traded Funds (ETFs) market, with the region’s number of ETF listed accounting for 22% of the world’s total1. The growing trend in Asia’s investment in ETFs is set to persist, as 72% of intuitional investors surveyed at last year’s forum intended to increase allocation to ETFs in the next 12 months2.

Beyond Asia, ETFs attracted US$ 516.1 billion of inflows globally last year, the second-highest on record3. With a multitude of benefits such as increasing product diversity, high liquidity, convenience and low cost, ETFs are becoming a mainstream investment worldwide. Are you taking advantage of ETFs?

Besides giving actionable advice on ETF investing, in this year’s forum we will:

  • Uncover investment opportunities in Asia: How policy divergence and geopolitical uncertainties shape the Asian financial market? How to optimize asset allocation strategies in a rising rate environment?
  • Demystify ETF liquidity: How to assess ETF liquidity efficiently? What tools ETF insiders use to gauge liquidity?
  • Look beyond Total Expense Ratio: What are the hidden costs of ETF investing? What are the best practices in executing ETF transactions?
  • Investigate factor investing: What are the latest trends in factor investing? How are factors used to construct portfolios and mitigate risks?

 

1 Research Paper on Hong Kong ETF Market and Topical Issues in the ETF Space – Securities and Futures Commission
2 Asia ETF Forum survey conducted in Taiwan, Hong Kong, Seoul, Bangkok, Singapore and Tokyo between 17 April and 27 September 2018 with over 275 responses.
3 ETF growth sputters after markets' 'rocky ride' in 2018 – Financial Times

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Sachiko Akie

iShares specialist, South East Asia

BLACKROCK

Sachiko Akie, Associate, is an iShares specialist responsible for the distribution of iShares ETFs to South East Asian institutional clients. Prior to relocating to Hong Kong, she was a member of the Global Markets and iShares Sales teams in Japan, covering local regional banks.

Prior to joining BlackRock, Sachiko worked in equity marketing/research at Nomura Securities in Japan where she was responsible for disseminating research papers, driving sales of foreign equities and equities-linked derivatives, as well as speaking at private wealth seminars in Nomura branch offices across Japan.

Sachiko holds a Bachelor degree in International Business from Akita International University, Japan.

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Sebastian Born

Institutional ETF Trader

FLOW TRADERS

Sebastian Born works as an Institutional Trader at Flow Traders in Hong Kong, a global liquidity provider specialized in Exchange Traded Products. He is looking after its institutional counterparties in Hong Kong. Prior to Flow Traders Hong Kong, Sebastian was working at Flow Traders’ headquarters in Europe in a similar role. He holds a MSc in Mathematics from Goethe University Frankfurt.

Flow Traders is one of the largest ETF market makers in the World. More than 100 traders proud themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 6500 ETF listings globally. On and off exchange the firm covers ETFs from all major issuers, listed on all relevant exchanges and of all asset classes. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.

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Ecaterina Bigos

Vice President, Head of iShares Fixed Income Strategy, Asia Pacific

BLACKROCK

Ecaterina Bigos, Vice President, is a Fixed Income Product Strategist and leads the APAC Fixed Income iShares initiative. She is responsible for developing and implementing the strategy to drive bond ETF adoption across client segments in the region, including product positioning and client engagement through sales channels. Ecaterina joined BlackRock’s London office in 2012 in a similar capacity and relocated to Asia in 2015. Ecaterina is a member of BlackRock's Women's Initiative Network Committee in Asia.

Before joining BlackRock, Ecaterina worked at UBS and Credit Suisse as a product specialist, responsible for beta access products such as index and sector swaps, bespoke baskets, and ETFs. Ecaterina began her career at Dresdner Kleinwort’s Corporate Solutions Group, focusing on Emerging Markets where she worked on projects ranging from simple flow trades to facilitate clients' medium term financing needs, to more structured financing solutions.

Ecaterina holds a Master in Finance from Cass Business School and a Bachelor degree from Academy of Economic Studies in Bucharest.

 

貝萊德副總裁暨亞太區iShares安碩固定收益策略首席分析師

Ecaterina Bigos為貝萊德副總裁暨亞太區iShares安碩固定收益策略首席分析師,負責在亞太區推動固定收益iShares安碩業務拓展。她負責制訂及執行策略,向該地區不同類別客戶推廣債券ETF,包括產品定位及透過行銷渠道接洽客戶。Ecaterina於2012年加入貝萊德倫敦辦事處,擔任相近職務,並於2015轉任至亞洲。Ecaterina為貝萊德亞洲婦女倡議網絡委員會(Women's Initiative Network Committee)成員。

在加入貝萊德前, Ecaterina曾擔任瑞銀及瑞信的產品專家,負責beta策略相關產品(如指數及行業互換合約)、客制化籃子及ETF業務。Ecaterina的職業生涯始於Dresdner Kleinwort旗下的企業解決方案團隊,她專精於新興市場業務,曾參與多個項目,不僅涉獵相對簡單的流量交易、協助客戶制定中期融資方案,更擅長制定結構型融資方案。

Ecaterina持有卡斯商學院(Cass Business School)的金融碩士學位及布加勒斯特Academy of Economic Studies的學士學位。

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Connie Chan

Vice President, Head of iShares Asset Management Distribution Asia ex-Japan

BLACKROCK

Connie Chan, Vice President, is Head of iShares Asset Management Distribution Asia ex-Japan at BlackRock. In addition, she also oversees the iShares ETF distribution for Hong Kong based institutional clients and family offices.
 
Prior to joining iShares in 2010, Connie worked on the Equity Sales Trading desk at Daiwa Capital Markets, covering Asset Managers in Hong Kong and Taiwan. Prior to this role, Connie worked on the Equity Derivatives sales desk at Société Générale.
 
Connie holds a Master of Business Administration from Hong Kong University of Science and Technology, as well as a Bachelor of Economics and Finance degree from the University of Hong Kong and Keio University in Japan.

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Geir Espeskog

Managing Director, Head of iShares Asia Pacific distribution

BLACKROCK

Geir Espeskog, Managing Director, is the head of Blackrock iShares Asia Pacific Distribution. In his role, he is responsible for driving the growth of Exchange Traded Funds (ETFs) and guiding clients in both the institutional, asset management, and wealth space on how best to utilize ETFs in their investment portfolios.

Geir joined Blackrock in 2010 as head of BlackRock's iShares Nordics business in London before moving to Copenhagen in 2011 when the firm opened a local office there, and he transferred to Hong Kong to head up the distribution for iShares Asia Pacific in 2015. Before joining Blackrock, Geir was responsible for building a Scandinavian and Dutch derivatives flow business at Barclays Capital. Prior to this, he has held a similar positions at both Merrill Lynch and Goldman Sachs. Geir has extensive equity derivatives knowledge, having looked after clients who were amongst the largest pension funds, mutual funds and insurers in Scandinavia and Holland.

Geir holds a Master of Science degree in Finance and Computer Science from the Norwegian University of Science and Technology.

 

貝萊德董事總經理暨iShares安碩亞太區業務發展主管

Geir Espeskog為董事總經理暨iShares安碩亞太區業務發展主管。他的主要職責為推動指數型股票基金(ETF)業務發展及引導機構投資人、資產管理及財富管理領域的客戶如何在投資組合中更有效運用ETF。

Geir在2010年加入貝萊德,於倫敦擔任貝萊德iShares安碩北歐業務主管,其後在2011年調任到哥本哈根,於iShares安碩在當地新設立的辦事處工作。於2015年,他調職至香港擔任iShares安碩亞太區配銷業務主管。於加入貝萊德前,Geir曾任職於巴克萊資本,負責開拓斯堪的納維亞及荷蘭衍生產品流量業務。在此之前,他曾於美林及高盛擔任相近職務。Geir憑藉淵博的股票衍生產品知識,協助斯堪的納維亞及荷蘭最大規模的養老基金、共同基金及保險公司等大型客戶進行投資。

Geir持有挪威科技大學(the Norwegian University of Science and Technology)金融及電腦科學碩士學位。

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Adam Grabow

Vice President, Institutional Business Development, Asia

MORNINGSTAR

Adam Grabow is the Vice President, Institutional Business Development, Asia.  In this role, he is responsible for Institutional Business Development throughout Asia for Morningstar’s Equity Research, Manager Research, Investment Management and Strategic ("Smart") Beta solutions.

He was transferred to Asia from his previous role at Morningstar Headquarters in Chicago where he was responsible for Institutional Equity Research sales throughout the midwestern United States. Prior to joining Morningstar he was head of Midwest Institutional Sales at DeMatteo Monness (DM), a boutique broker/dealer. He joined DM in 2006 via a lift-out of the Investment Management Research Services division at Round Table Group, where he was co-founder and Managing Director. In other previous roles, Grabow worked with JP Morgan & Co. (Private Bank), Merrill Lynch Asset Management and spent nearly 4 years in the former Soviet Union where he helped start several businesses. He is an Honorably Discharged Officer in the United States Navy and a graduate of the University of Colorado (BS) and the University of Chicago Graduate School of Business (MBA).

Grabow is a Licensed Representative with Morningstar Investment Management Asia Limited, a licensed corporation with the Hong Kong Securities and Futures Commission and with Morningstar Investment Adviser Singapore Pte. Limited, a licensed corporation with the Monetary Authority of Singapore.   

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Ken Han

Institutional ETF Trader

FLOW TRADERS

Ken Han is responsible for the relations with external counterparties and institutional investors across the region. He is responsible for pricing global ETFs directly to institutional investors of all sizes across Asia.

Prior to joining Flow Traders, Ken has held roles in Singapore and Hong Kong at a global investment bank, providing banking solutions to Financial Institutions across Asia.

Flow Traders is one of the largest ETF market makers in the World. More than 100 traders proud themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 5500 ETF listings globally. On and off exchange the firm covers ETFs from all major issuers, listed on all relevant exchanges and of all asset classes. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.

 

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Alicia García Herrero

Chief Economist, Asia Pacific

NATIXIS

Alicia García Herrero is the Chief Economist for Asia Pacific at Natixis. She also serves as Senior Fellow at European think-tank BRUEGEL and non-resident Research Fellow at Madrid-based political think tank Real Instituto Elcano. She is currently Adjunct Professor at the Hong Kong University of Science and Technology and member of the advisory board of Berlin-based China think-tank MERICS. Finally, Alicia is advisor to the Hong Kong Monetary Authority’s research arm (HKIMR) and the Asian Development Bank (ADB) as well as a member of the board of the Hong Kong Forum and co-founder of Bright Hong Kong.

In previous years, Alicia held the following positions: Chief Economist for Emerging Markets at Banco Bilbao Vizcaya Argentaria (BBVA), Member of the Asian Research Program at the Bank of International Settlements (BIS), Head of the International Economy Division of the Bank of Spain, Member of the Counsel to the Executive Board of the European Central Bank,

Head of Emerging Economies at the Research Department at Banco Santander, and Economist at the International Monetary Fund. In addition, Alicia has always combines her professional career with academia, having served as visiting Professor for John Hopkins University, China Europe International Business School (CEIBS) in Shanghai and Carlos III University in Madrid.

Alicia holds a PhD in Economics from George Washington University and has published extensively in refereed journals and books (see her publications in ResearchGate or Google Scholar. Alicia is also very active in international media (Bloomberg and CNBC among others) as well as social media (Twitter, LinkedIn and Weibo). As recognition of her leadership thoughts, Alicia has recently been nominated TOP Voices in Economy and Finance by LinkedIn.

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Paul Ho

Partner, Financial Services Tax Leader

EY

Background

  • Paul has worked at EY in Hong Kong for over 19 years.  He provides corporate tax advisory and compliance services to both local and multinational financial services clients.
  • Paul was the 2018 Greater China Divisional President for CPA Australia and is the Chairperson for its Greater China taxation committee.  He is also a member of the taxation committee of the Alternative Investment Management Association Hong Kong Chapter.

Professional experience

  • Paul works with financial services tax professionals within the global and regional EY network to deliver seamless cross border business tax services to multinational clients. His portfolio of clients includes some of the major global market leaders in the wealth and asset management, banking and capital markets and insurance sectors.  He also has extensive experience in assisting clients to comply with HK CRS and US FATCA requirements.
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David Hood

Head of iShares Global Markets Asia ex-Japan

BLACKROCK

David Hood, Director, is Head of the iShares Global Markets and Markets Coverage team for Asia ex-Japan and Australia. His team seeks to protect and grow trading in iShares ETFs by actively monitoring and improving the ETF ecosystem encompassing investors, broker-dealers, market-makers, trading venues and technology providers. The team is also responsible for delivering ETF market insights, execution and trade guidance, as well as market structure expertise to iShares clients.

David joined Barclays Global Investors (BGI) in 2008 which merged with BlackRock in 2009. Before relocating to Hong Kong in 2013, David was part of the iShares Global Markets team in Australia responsible for managing market-making and broker/dealer relationships. Prior to that, he also worked in both institutional and retail sales roles within the iShares business.

David holds a Master of Applied Finance degree from Macquarie University and a Bachelor degree in Agricultural Economics from the University of Sydney.

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Heejung Kim

Institutional ETF Trader

FLOW TRADERS

Heejung Kim joined Flow Traders in 2017. As part of its institutional ETF trading team based in Singapore, Heejung is responsible for the relations with external counterparties and institutional investors across the APAC region, pricing globally listed ETFs in all asset classes. Prior to joining Flow Traders, Heejung worked at Deutsche Bank in London, managing the sales of its physical, swap and futures based ETFs / ETCs to institutional investors in Europe. Heejung holds a bachelor's degree in Financial Economics from Columbia University in the City of New York.

Flow Traders is one of the largest ETF market makers in the World. More than 100 traders proud themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 5500 ETF listings globally. On and off exchange the firm covers ETFs from all major issuers, listed on all relevant exchanges and of all asset classes. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards. 

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Masson Li

Chief Economist/ General Manager

TAISHIN FINANCIAL HOLDINGS/ TAISHIN SECURITIES INVESTMENT ADVISORY

Masson Li is the farsighted Economist and Strategist who witnesses trend changes, and provides meticulous plans to help clients and companies to overcome challenges and catch opportunities. Possesses practical knowledge in economic analysis, financial markets, and corporate finance. Applies strong empirical analysis to advise Executive Leadership and clients of key trends.

Taishin Securities Investment Advisory, Taipei, Taiwan 2010-present

Rebuild TSIA as a think-tank-type research institute. The institute conducts research on not only regular investment analysis but also on various issues, including Banking Industry Competitive Analysis, Credit and Industrial Analysis of Global Syndicated Loan, Special Projects for Board of Directors.

BATES WHITE LLC, DC, US 2008-2010

Specialize in advanced economic, financial, and econometric analysis at complex matters that require sophisticated problem solving and deep empirical research on various industries. Bates White is an economic consulting firm offering services to law firms, Fortune 500 companies, and government agencies. 

EDUCATION

Ph.D. in Economics, Major in Industrial Economics, Minor in International Finance, University of Wisconsin-Madison

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Siwat Luangsomboon

Assistant Managing Director

KAIKORN RESEARCH CENTRE

Education:
Ph.D. Economics
School of Oriental and African Studies, University of London, UK

MSc. Economics
London School of Economics, University of London, UK

B.A. Economics (1st Class Honours)
Thammasat University, THAILAND

 

Professional Experience:

Bringing over 15 years of economic research experience, Dr. Siwat is Assistant Managing Director at Kasikorn Research Centre Com, Ltd. (KR), where he specializes in regional trade and investment topics. In addition to supporting KBank executives regarding macroeconomic and industry related information in ASEAN + 3 countries, he also leads research and provides comments on economic conditions and business opportunities in the region.

Prior to joining KR, Dr. Siwat was an economist at the Fiscal Policy Office, Ministry of Finance of Thailand. In that role, he developed fiscal and legal framework for imposing fiscal discipline, and prepared the annual fiscal risk statement covering all government and quasi-fiscal activities. In addition, he has published and presented numeral research papers on Thailand’s fiscal policy.

A well trained economist, Dr. Siwat was the scholarship recipient of Thailand Ministry of Finance.

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Rohit Narula

Partner, Financial Services Transaction Tax

EY

Background

  • Rohit is a Hong Kong based Transaction Tax Partner and is also part of EY’s Asia-Pacific Financial Services Tax Team.
  • Asia-Pacific Tax Account Leader for some of EY’s key Financial Services clients, including a leading global asset management firm.
  • He joined EY in 2012 and prior to EY he worked in the Financial Services Tax  & Regulatory Team in another Big 4 firm in Mumbai since 2005.
  • He holds a Bachelor of Commerce degree from University of Mumbai, India and is also a Qualified Chartered Accountant from the Institute of Chartered Accountants of India (ICAI).

Skills

  • Rohit brings in multitude of experience in the area of tax in the Financial Services space, covering Banks, Asset Managers, Capital Market Players, Private Equity Funds, etc.
  • He has been responsible for managing various multi-jurisdictional tax projects for large foreign banking groups and capital market players.  
  • The projects centrally managed by him have covered various cross border tax aspects in Asia-Pacific markets like China, South Korea, Japan, India, Hong Kong, Singapore, etc.

Professional experience

  • Rohit has extensive experience in international and domestic taxation (in India and Hong Kong), inbound entry strategies for multinationals and outbound structuring strategies for large Asia corporates.  Rohit advises large multinationals on planning their tax strategies in Asia-Pacific. 
  • He has been involved in several buy-side and sell-side financial and tax due diligences in the Financial Services industry. 
  • In particular, he has been recently involved in a tax due diligence project for SGG’s key strategic acquisition in Singapore and Hong Kong.
  • His client portfolio includes one of the leading corporate  and investor service providers in Asia Pacific Services include tax due diligence, structuring advisory, post-transaction implementation and on-going tax compliance and advisory work.
  • His other major experiences include:
    • Structuring the sale of a mortgage loan portfolio of a UK-based bank across Asia-Pacific, including Hong Kong, Singapore and Malaysia from a tax perspective;
    • Structuring the sale of a personal loan portfolio of a UK-based bank across Asia-Pacific from a tax perspective;
    • Strategic acquisitions and sell offs of several brokerage companies, securities firms, insurance companies, asset management companies, etc. in Asia-Pacific, spreading over various sell-side and buy-side financial and tax due diligences.
    • Seconded to work in the tax function of a large foreign bank in India for almost a year to support the sale of the retail and wealth management business of the bank in India.  He reported to Indian Head of Tax of the bank and sat on various work streams supporting the proposed sale.

Other mandates

  • EY’s project lead on the consultancy study undertaken for the Hong Kong Monetary Authority that led to the legislation of the treasury center regime in Hong Kong. 
  • One of EY’s representative on the ASIFMA’s Product Tax Committee.
  • Presented on ETF Roadshows with HKEX across Asia-Pacific locations.
  • Authored several Asia-Pacific tax alerts and tax articles.

 

安永稅務及諮詢有限公司 財務交易稅務諮詢 合伙人

背景

  • Rohit是安永香港的財務交易稅務諮詢團隊的合夥人,同時亦為亞太金融機構稅務諮詢團隊的一員。
  • 他在2012年加入安永。此前,於2005年開始在畢馬威(KPMG)印度孟買任職金融服務稅收與監管團隊的高級經理。過往Rohit也曾被借調到大型外資銀行於印度辦事處的稅務部門工作將近一年,並直接彙報至該銀行於印度的稅務主管。
  • 他從印度孟買大學(University of Mumbai)取得商業學士學位,也是一名印度特許會計師協會(Institute of Chartered Accountants of India,簡稱ICAI)認可的特許會計師。

專門技能

  • Rohit帶來了眾多金融企業方面的經驗,包括銀行、金融機構、資本市場機構、私募股權基金等。
  • 他曾負責處理多個外資銀行集團和資本市場機構的跨境稅務諮詢專案。
  • 他曾帶領並統籌多個與大型外資銀行和資本市場機構合作的跨境稅務專案。這些項目涵蓋多方面的跨境稅務問題,包括進入亞洲市場(如印度、中國和日本)的入境投資、跨國貸款組合的銷售和內部股權架構稅務重組等的稅務問題。

專業經驗

Rohit在國際和地方稅務(印度和香港)、跨國企業的入境投資策略和大型亞洲企業的出境投資策略上均具有豐富的經驗,並為大型跨國企業提供亞太區的稅務策略建議。

他曾參與多項涉及金融機構在買方和賣方方面的財務及稅務盡職調查,包括:

  • 為一家英資銀行在其銷售於香港、 新加坡和馬來西亞的按揭貸款組合提供稅務籌畫服務;
  • 為一家英資銀行在其銷售於香港、新加坡、泰國和阿拉伯聯合大公國的個人貸款組合提供稅務籌畫服務;
  • 於數家印度的NBFCs 、經紀公司、 證券公司、 保險經紀、 資產管理公司等的不同戰略並購專案中提供買方和賣方方面的財務及稅務盡職調查。
  • Rohit曾被借調到大型外資銀行於印度的辦事處工作將近一年以協助該銀行出售其零售和財富管理業務。其間他直接彙報至該行於印度的稅務主管並參與該專案的各個工作流程。

其他經驗

  • 在安永工作期間,他亦曾為多家外資銀行及亞太資本市場機構提供多國跨境稅務項目包括稅務健康檢查。
  • 與香港金融管理局合作,擔任稅務諮詢研究項目的項目經理,以吸引企業在香港設立庫務中心。
  • 擔任亞洲證券業與金融市場協會(ASIFMA)產品稅務委員會的成員。
  • 與香港交易所合作,在亞太地區舉辨的ETF研討會上演講ETF的稅務考慮。
  • 出版著作亞太地區稅務更新通知及稅務文章。

 

 

 

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Viktor Östebo

Head of Institutional ETF Trading

FLOW TRADERS

Viktor Östebo joined Flow Traders in 2011 and relocated to its office in Singapore in 2016. He is heading the firms Institutional Trading desk that is responsible for the relations with external counterparties and institutional investors across the region. Before relocating from Amsterdam to Singapore he spent the last five years pricing ETFs of all asset classes and from all issuers to institutional investors of all sizes across Europe.

Flow Traders is one of the largest ETF market makers in the World. More than 100 traders proud themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 6500 ETF listings globally. On and off exchange the firm covers ETFs from all major issuers, listed on all relevant exchanges and of all asset classes. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.

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Chris Pigott

Head of Hong Kong ETF Services

BROWN BROTHERS HARRIMAN

Chris Pigott is the Head of Hong Kong ETF Services at Brown Brothers Harriman (BBH) and responsible for ETF business development in Hong Kong. In addition, he manages Investor Services relationships throughout Asia. He began his career with BBH in 2005 in the Boston office.
In 2014, Mr. Pigott was relocated to Hong Kong and was appointed as the Head of Greater China Service Delivery with responsibility for overseeing the Transfer Agency, Client Service, and the Global Tax functions in Hong Kong as well as Client Service in Beijing.

Prior to joining BBH's Hong Kong office, Mr. Pigott held various leadership roles within the Client Service Group in Boston focusing on developing the Firm's global service model and servicing cross border funds distributed in Europe and Asia.

Mr. Pigott holds a B.A. degree in Business Management from Eckerd College and received an MBA from The University of Rhode Island.

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Brian Roberts

Head of Exchange Traded Products

HKEX

As Head of Exchange Traded Products (ETPs), Brian Roberts is responsible for the development and management of HKEX’s exchange traded funds (ETFs) and leveraged and inverse (L&I) products, focusing on market development, client engagement and investor education. 

Brian joined in 2015 and brings over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business. 

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.   

 

羅博仁
交易所買賣產品主管

羅博仁為香港交易所交易所買賣產品主管,負責發展與管理交易所買賣基金(ETF)和槓桿及反向產品業務,並集中於市場發展、客戶關係及投資者教育。

羅博仁於2015年加盟,將其於ETF發展及領導方面逾十年的經驗帶入香港交易所。加入香港交易所前,羅博仁為領航(Vanguard)的亞洲ETF產品發展主管,主理環球ETF業務發展。

羅博仁持有美國普渡大學(Purdue University)學士學位及美國雷鳥全球管理學院(Thunderbird School of Global Management)工商管理碩士學位。

 

罗博仁
交易所买卖产品主管

罗博仁为香港交易所交易所买卖产品主管,负责发展与管理交易所买卖基金(ETF)和杠杆及反向产品业务,并集中于市场发展、客户关系及投资者教育。

罗博仁于2015年加盟,将其于ETF发展及领导方面逾十年的经验带入香港交易所。加入香港交易所前,罗博仁为领航(Vanguard)的亚洲ETF产品发展主管,主理环球ETF业务发展。

罗博仁持有美国普渡大学(Purdue University)学士学位及美国雷鸟全球管理学院(Thunderbird School of Global Management)工商管理硕士学位。

 

ブライアン・ロバーツ
ETP部門ヘッド

ロバーツ氏は、HKEXのETP部門ヘッドであり、同取引所のETF、L&I型商品の開発およびマネジメントを担当、市場開発、顧客エンゲージメント、投資家教育を専門としています。

2015年の入社以降、それまで10年以上にわたって培ってきたETF開発と管理者としての経験を活かし、同取引所に貢献してきました。HKEX入社以前は、バンガード社でアジアETFプロダクト開発部門ヘッドとして、グローバルなETFビジネスの開発を専門としていました。

パデュー大学学位およびサンダーバード国際経営大学院経営学修士号を取得しています。

 

거래소상장지수상품(ETP) 총괄
브라이언 로버츠

홍콩거래소의 거래소상장지수상품(ETP)을 담당하고 있는 브라이언 브라이언 로버츠는 ETF및 레버리지/인버스(L&I) 상품의 개발과 관리를 총괄담당하며, 시장개발, 고객과 투자자 확보 및 교육 관련 업무에 주력하고 있습니다.

브라이언 로버츠는 2015년에 홍콩거래소에 입사했으며, 10년 이상의 ETF 개발과 관리 경험을 보유하고 있습니다. 홍콩거래소 입사 전에는 뱅가드(Vanguard)에서 아시아 ETF 상품개발부를 총괄하며 글로벌 ETF 비즈니스 개발 업무를 수행한 바 있습니다.

학력사항으로는 퍼듀 대학 학사 학위와 썬더버드 경영대학원MBA학위가 있습니다.

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Thomas Taw

Vice President, Head of iShares Investment Strategy, Asia Pacific

BLACKROCK

Thomas Taw, Vice President, is the Head of Investment Strategy for BlackRock’s APAC ETF business. He is primarily responsible for formulating and disseminating actionable market insights through the use of iShares ETFs, to iShares APAC clients across asset classes in conjunction with Blackrock's Global Investment Institute. Thomas is also part of the iShares Global Markets team that works with a variety of market participants to facilitate client execution services and solutions, as well as provide specialist knowledge to develop customised trading strategies.

Prior to joining Blackrock in 2014, Thomas was responsible for trading pan-Asian equities whilst working in equity sales, trading and execution roles at Macquarie and Nomura, covering clients across the hedge fund, asset management, and institutional client base.

Thomas holds a Bachelor of Sciences degree in Business from the University of Warwick.

 

貝萊德副總裁暨亞太區iShares安碩投資策略主管

Thomas Taw為貝萊德副總裁暨亞太區ETF業務投資策略主管。他主要負責與貝萊德智庫攜手制定可行的市場觀點,並透過使用iShares 安碩ETF協助iShares安碩亞太區不同資產類別的客戶因應這些觀點作出投資。 Thomas亦為iShares安碩環球市場團隊的一員,該團隊與不同的市場參與者合作,幫助客戶執行服務及解決方案以及提供專業知識,用以開發客制化交易策略。

於2014年加入貝萊德前,Thomas於麥格理及野村負責泛亞洲股票交易,並擔任股票銷售、交易及執行等職責,他所服務的客戶群涵蓋對沖基金、資產管理公司及機構投資人。

Thomas持有華威大學(the University of Warwick)商業理學士學位。

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Takeki Yamada

Institutional ETF Trader

FLOW TRADERS

Takeki Yamada joined Flow Traders Asia in 2017. On the Institutional ETF Trading desk, he is responsible for the relations with external counterparties and institutional investors across the Asia region where he provides liquidity for globally listed ETFs in all asset classes. Prior to that, he started his career in Tokyo as a sales trader at Nomura Securities in 2010, covering Japanese institutional investors. In 2014 he was relocated to Instinet Europe based London where he covered European and US institutional investors for European and global equities. He has a master's degree in Information Science and Technology at Hokkaido University.