ETF & Indexing Forum 2022

ETF & Indexing Forum is an exclusive event designed to bring together combined knowledge and expertise from the ETF ecosystem: institutional investors, intermediaries, as well as ETF issuers, distributors and market makers.

Asia's premier ETF and indexing event returns to Hong Kong

ETF & Indexing Forum 2022 returns to Hong Kong this year to bring together knowledge and expertise from the ETF and indexing ecosystem. Join institutional investors, intermediaries, issuers, distributors, and market makers to explore the latest ETF market trends and investment strategies.

To help investors find the best strategies, this year’s forum will discuss:

  • Current trends and challenges looking ahead to 2023
  • Accessing China via index products: new trends 
  • Crypto ETF: A risk averse way to get in on the digital currency market
  • ESG-Friendly ETFs: Being a socially responsible investor  
  • Embracing the new China equities regime

ETF & Indexing Forum 2022 agenda

09:0009:10

Chairperson's Welcoming Remarks

10:00 - 11:00

09:1009:50

ETF & Indexing: Current trends and challenges looking ahead to 2023

09:10 - 09:50

  • The role of ETF and index-linked products in the current times of volatility   
  • What are the trends influencing the ETF and index investments in Hong Kong?  
  • Is there a movement towards a more actively traded ETF market?  
  • Are investors doing their due diligence on index-based products? 
  • The outlook for the rest of 2022 within the ETF and index markets  
Chris Crea

ETF Specialist

Invesco

Chris is responsible for promoting the global Invesco ETF range to clients across Asia-Pacific. Chris previously worked for BlackRock as part of the APAC Portfolio Consulting team where he would construct multi-asset portfolios using a risk lens to meet client investment outcomes, predominantly using ETFs. Prior to this, Chris was part of the iShares ETF and Indexing product team based in Australia where he would develop and launch new, and maintain existing, ETFs. Chris holds a B.Sc. in Physics and a Postgraduate Certificate in Applied Statistics, both from Macquarie University, Sydney.

Fanda Ho

Head of Investment

Prudential Hong Kong

Fanda leads the Investment team in Prudential Hong Kong and is responsible for Strategic Asset Allocation and Portfolio Hedging to enhance the return and risk management for the products in order to meet the long term investment target. She is also responsible for overseeing the selection and performance of underlying managers. She works with key partners within Prudential group to design investment and operational framework for efficiently managing the entire portfolios, including tactical asset allocation, derivatives and other investment strategies (such as ESG and Alternatives). She also drives new product ideas from an investment initiative and supports investment related matters for marketing.

Fanda has over 14 years of experience in asset management and liability hedging for global insurance companies. Prior to joining Prudential Hong Kong in 2017, Fanda was the Client Solutions Director with Aviva Investors in London where she provided asset related solutions to internal and external clients. Before that she was the Senior Portfolio Manager overseeing the investment strategy of ₤50 bn annuity funds and also leading the hedging strategy of ₤100bn With-Profits funds in Prudential UK. Fanda is a CFA Charterholder and possesses BSc Actuarial Science from London School of Economics and MPhil Finance from University of Cambridge.

Yingyi Shen

Managing Director

Single Family Office

Yingyi heads a single family office, managing overall asset allocation and direct equity investments for the family. She is based in Hong Kong. Prior to returning to Asia and joining family office industry, Yingyi was a global macro Portfolio Manager seeded by Tudor Investment Corporation in New York. Before that, she was a Portfolio Associate at PIMCO in Europe, focusing on G10 and Emerging Markets FX and rates.

Yingyi holds MBA with distinction from Harvard Business School and B.S. in Mathematics and B.A. in Physics from Duke University.

09:5010:20

ESG-Friendly ETFs: Being a socially responsible investor 

09:50 - 10:20

  • What are the new ETF offerings within the ESG space? 
  • How to avoid greenwashing in a crowded ETF market?  
  • How developed is the ESG market in China? Are standards aligned with international practices? 
  • What’s the roadmap for ESG disclosure for China? Can we expect the quality of ESG data to improve?  
  • What trends and opportunities should investors be aware of? 
Winnie Cheung

Responsibility Officer

Syfe

Stephen Pau

Chief Investment Officer

Hefeng Family Office

Stephen has an MSc in Actuarial Science from Cass Business School in the UK, and is a Chartered Statistician and a Chartered Scientist. He has over 20 years’ experience in the financial services industry, having worked in multi-family office, asset management firm, insurance company, corporate reserve fund and brokerage.

Stephen is currently the Chief Investment Officer at Hefeng Family Office. Before Hefeng, he held financial positions in various institutions, including senior portfolio manager at Veco Invest (Asia) Limited; managing multi-manager portfolios at The Hong Kong Jockey Club, the largest institutional investors in the Asia Pacific region; at the quantitative micro-strategy team with Deutsche Bank, ranked one of the top three research teams in the Quantitative / Derivative Category by Institutional Investors; a portfolio analysis specialist with JP Morgan Asset Management in the UK; and a fixed income analyst for The St. Paul Travelers Companies, Inc. in the UK.

10:2010:45

Accessing China via index products: new trends

10:20 - 22:45

  • China Credit Indices – A simplified format for taking diversified exposure to bonds  
  • Capturing passive outperformance – A unique opportunity in the China Equity Market   
  • Actively Managing Exposures – Efficient Access to multiple themes through flexible and customizable indices 
Jaye Chiu

Head of Investment Products & Advisory Department

The Bank of East Asia, Limited

Jaye Chiu is the regional head of investment for Bank of Montreal (BMO) Private Bank in Asia. In this role, he has overall leadership and governance responsibilities for the full suite of discretionary and advisory investment solutions provided to high net worth clients of BMO Private Bank in Hong Kong and Singapore booking centers. The regional investment team provides trading, discretionary portfolio management and investment advisory services across equities, fixed income & rates, foreign exchange, commodities, mutual funds, alternative investments and structured products.

 

Before joining BMO, Jaye was the Senior Managing Director, Head of Investment Hong Kong at EFG Bank AG. In this role, Jaye led the Investment Department that consisted of investment counselors, asset-class advisors, due diligence specialists and security traders. Prior to EFG, Jaye was the Head of Profiled & Fund Mandates, Asia for BNP Paribas Wealth Management. Jaye also held other previous roles in HSBC Private Bank and UBS Wealth Management.

 

Jaye graduated with honors from Tepper School of Business - Carnegie Mellon University in the United States. Based in Hong Kong since 2004, Jaye is a regular speaker at financial industry conferences and is a judge for various awards within the industry in Asia.

10:4511:15

Networking break
Networking break

10:45 - 11:15

11:1511:40

Embracing the new China equities regime 

11:15 - 11:40

  • New trends emerged because of the Increased regulatory volatility in Chinese equities  
  • Allocating between onshore and offshore markets: adopting a proactive approach 
  • How to capitalize sectors and megatrends in the index space  
Frederick Chu

Managing Director & Head of Financial Institutions

Magnum Research

Frederick is the Managing Director & Head of Financial Institutions at Magnum Research. He is responsible for developing the company’s business-to-business wealth and portfolio solutions under the AQUMON brand. Frederick has over 20 years of experience in the financial industry. He was recently the Executive Director of Asset Management at Haitong International Group leading the HaitongETF business. Prior to that Frederick was the Head of ETFs at ChinaAMC(HK), managing the firm’s ETF franchise and strategies in Hong Kong and overseas. Frederick also worked at a number of global banks including HSBC, Credit Suisse, Societe Generale, as well as Lehman Brothers in the Prime Services and Capital Markets area. He started his career as a futures trader at Refco. Frederick holds a MBA degree from New York Institute of Technology, and received his Bachelor of Arts degree from the University of British Columbia.

Stephen Pau

Chief Investment Officer

Hefeng Family Office

Stephen has an MSc in Actuarial Science from Cass Business School in the UK, and is a Chartered Statistician and a Chartered Scientist. He has over 20 years’ experience in the financial services industry, having worked in multi-family office, asset management firm, insurance company, corporate reserve fund and brokerage.

Stephen is currently the Chief Investment Officer at Hefeng Family Office. Before Hefeng, he held financial positions in various institutions, including senior portfolio manager at Veco Invest (Asia) Limited; managing multi-manager portfolios at The Hong Kong Jockey Club, the largest institutional investors in the Asia Pacific region; at the quantitative micro-strategy team with Deutsche Bank, ranked one of the top three research teams in the Quantitative / Derivative Category by Institutional Investors; a portfolio analysis specialist with JP Morgan Asset Management in the UK; and a fixed income analyst for The St. Paul Travelers Companies, Inc. in the UK.

11:4012:05

Crypto ETF: A risk averse way to get in on the digital currency market

11:50 - 12:10

  • Overview and trends of the cryptocurrency market 
  • How has the Hong Kong market adapted to the emergence of cryptocurrencies? 
  • Managing the risks of the cryptocurrency markets through ETFs 
  • How will cryptocurrency ETFs revolutionize crypto trading for mainstream investors  
Alvin Fan

Chief Executive Officer

OP Investment Management Limited

Alvin Fan is the Chief Executive Officer of OP Investment Management Limited (OPIM), responsible for the company’s overall strategy. He has over 15 years’ experience in finance and strategy - spanning across managerial, private equity, and fund of funds. Alvin was previously Director of Incubated Funds and Head of Investor Relations at OP Financial Investments Ltd, a Hong Kong listed Investment Company, where he was responsible for monitoring the company’s portfolio of public equity investments. Prior to joining OP, Alvin was previously working in private equity focused on distressed assets and property. Alvin received his Master’s degree in Business Administration from the Ivey School of Business (University of Western Ontario) in 2006.

Kelvin Koh

Co-founder & Partner, CIO

Spartan Capital

Kelvin has over 20 years of experience in investment and research across multiple asset classes and geographies.
Prior to serving as CIO of Spartan Capital, the hedge fund arm of Spartan Group, Kelvin was Managing Partner of Trident Venture Partners, an early stage venture capital firm.
Previously, Kelvin was a Partner and China CIO at Indus Capital, an Asia-focused equity hedge fund with over $6.5 billion in assets under management. Before joining Indus Capital, Kelvin was also Partner and Head of Research at Goldman Sachs, where he spent 18 years across its Singapore, Hong Kong and Beijing offices. He started his career there as a research analyst, during which he garnered top rankings from Institutional Investor, AsiaMoney and Greenwich Associates for his industry-leading analysis.

12:0512:10

Chairperson’s Closing Remarks

11:55 - 12:00

12:1013:10

Lunch

12:00 - 13:00

The Ritz Carlton, Hong Kong

International Commerce Centre,
1 Austin Road West.
Hong Kong

T: (852) 2263 2263

Venue information

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