Programme Taipei

08:30

Registration

09:10

Opening address: 2019 investment barometer – sunny days or brewing storms

• Impact of divergent monetary policies and geopolitical uncertainties on the Asian markets
• Strategies in asset allocation and risk diversification in the rising rate environment
• Outlook and potentials of emerging market sectors in a volatile environment

Dr Masson Li, Chief Economist, TAISHIN FINANCIAL HOLDINGS/ General Manager, TAISHIN SECURITIES INVESTMENT ADVISORY (TSIA)

09:30

Presentation: ETF Technology 2.0: New trends and applications for institutional investors

• Evolution and industry overview
• Thematics including Megatrends and Smart Beta

Geir Espeskog, Managing Director, Head of iShares Asia Pacific Distribution, BLACKROCK

10:00

Presentation: “Location” Alpha – maximising your investment return

• 5 simple steps to selecting the right ETF
• Looking beyond the total expense ratio and determining total cost of ownership
• How to improve the tax efficiency of your investments

Rohit Narula, Partner, Finance Services Transaction Tax, Asia-Pacific Financial Services, EY

Brian Roberts, Head of Exchange Traded Products, HKEX

10:40

Coffee Break

11:00

Live trading demo: Access hidden liquidity and trade ETFs efficiently

• Leverage on technology to tap into the real liquidity of ETFs
• Ensure best execution, manage and lower your trading cost and market impact
• How and when to execute which ETF (listing place vs underlying basket)

Ken Han, Institutional ETF Trader, FLOWTRADERS

11:30

Presentation: Investing with Bond ETFs: A new perspective

• How to use Bond ETFs
• New trends in Bond ETFs

Ecaterina Bigos, Vice President, Head of iShares Fixed Income Strategy, Asia Pacific, BLACKROCK

12:00

Presentation: Modern portfolio construction utilizing ETFs and factors

• Evolution of portfolio construction practices
• Using factors to remake portfolios, mitigate risks and solve conventional challenges
• Practical tools and metrics to achieve better risk-adjusted returns

Adam Grabow, Vice President, Institutional Business Development, Asia, MORNINGSTAR

12:30

Panel: Location matters – Trading Asia in Asia

• Why Asia’s ETF market is the sweet spot to ride on the surge in the region’s investor interest?
• ETFs vs futures: Which is the more efficient product to trade Asia in Asia?
• How to leverage Asia’s diverse product platform to construct your global portfolios?
• How to capture opportunities in China’s rising status in international indices through ETFs?

Moderator:

Chris Pigott, Head of Hong Kong ETF Services, BROWN BROTHERS HARRIMAN

Speakers:

Viktor Östebo, Head of Institutional Trading, FLOW TRADERS

Brian Roberts, Head of Exchange Traded Products, HKEX

Thomas Taw, Vice President, Head of iShares Investment Strategy, Asia Pacific, BLACKROCK

13:00

Networking lunch

14:00

End of Forum