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.
ETF & Indexing Forum 2022
October 6, 2022 | Hong Kong, The Ritz-Carlton
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
09:00 – 09:10
Chairperson's Welcoming Remarks
09:10 – 09:55
ETF & Indexing: Current trends and challenges looking ahead to 2023
- 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
Head of Hong Kong and the Philippines
JP Morgan Private Bank
As Market Manager and the Head of Hong Kong and the Philippines for J.P. Morgan Private Bank, I am responsible for helping to grow our presence in theses markets as well as leading a team of bankers that delivers strategic advice and customized solutions to ultra-high-net-worth clients. My goal is to enable my team to seamlessly offer customized solutions for investments, credit, wealth transfer and philanthropic services that our clients need to solve for their multifaceted financial goals. From finding and developing the right talent and ensuring they have the products, tool and technology they need, to helping solve challenges and close deals, I provide the support to my team to be successful in a prudent way.
In my 20+ years with J.P. Morgan, I have held positions in both the Investment Bank and the Private Bank in Asia and the US. I've been inspired by the exciting industry we work in, the successful clients that we serve, and the exceptionally talented individuals I work with. I'm proud to have built a team where everyone is encouraged to think creatively and are empowered to speak their minds openly. I am passionate about helping match the right bankers to the right clients and enjoy nothing more than seeing my team develop into world class trusted advisors. I also take great pride in being part of initiatives that bring women back to the workforce and efforts to further strengthen our Diversity and Inclusion practices.
At J.P. Morgan, we're raising the standard in private banking and delivering a uniquely elevated experience shaped around our clients. Drawing on generations of accumulated knowledge, we help clients experience the full possibility that their wealth creates.
Chief Investment Officer
Sun Life Asset Management (HK) Limited
Ms Zita Chung is the Chief Investment Officer responsible for investment activities across Sun Life Asset Management (HK). She has over 20 years of experience investing across multi-asset classes. She joined Sun Life in 2012 as portfolio manager for the insurance portfolios and later took on a leadership role in the regional office, providing oversight on investment management and driving strategic initiatives across Asia. Prior to joining Sun Life, Ms Chung was a senior consultant at Mercer Investment Consulting providing investment advice for institutional clients in the region. She has also worked in Hastings Funds Management, responsible for asset management activities for an unlisted private equity infrastructure fund. She is a Fellow of Institute of Actuaries of Australia and holds a Master of Commerce from the Macquarie University, having previously competed Bachelor of Commerce and Bachelor of Engineering (Honours) from the University of Melbourne.
Director, Head of ETF Capital Markets, APAC
Tom Digby leads the ETF Capital Markets team in Asia Pacific. As well as leading the team, he is currently responsible for developing the business and expanding Invesco’s ETF presence and capabilities for our clients across the Asia Pacific region. The primary role of Invesco ETF Capital Markets team is providing client education and insights for any of our ETF Investors. The team has an in-depth knowledge of product structure, market knowledge and trading which help educate investors and market participants in ETFs. Tom holds a Master’s degree in Investment Management from Bayes Business School (formerly Cass) part of the City of London University.
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.
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.
09:55 – 10:40
ESG-Friendly ETFs: Being a socially responsible investor
- 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?
Head of Green & Sustainable Finance
Friends of the Earth
Plato Wong is the Head of Green and Sustainable Finance at Friends of the Earth (HK) responsible for the Green Finance team. His role entails close collaboration with government agencies, trade associations and supranational in formulating ESG frameworks and sustainability related policies.
Prior to joining Friends of the Earth (HK), he was a Guest Lecturer with City University responsible for delivering Economic subjects.
Before he joined City University, He was the APAC Director of Research and Operations for DHR International which is one of the leading Human Resources Consulting firms globally.
In addition, he has also worked as the APAC Research Manager at a FinTech company, Dealogic responsible for a group of 15 researchers analyzing Fixed Income transactions including Green Bonds, Sustainability-Linked Loans, and other green financing transactions in the Asia Pacific region.
Plato is a Certified ESG Analyst and a Certified ESG Planner with a Master of Business Administration and a Bachelor of Commerce degree from Australia.
Syfe Hong Kong Limited
Winnie joined Syfe to help its expansion in Hong Kong, she is also part of the Group investment committee. She started her career in the hedge fund space using multi-strategies. Prior to that she began her career at the PwC HK assurance. She specialises in event-driven, US/China growth equities. She was formerly a Portfolio Manager before joining Syfe in Lego Asset Management. She is both a CFA and a CPA.
Kingkey Asset Management
Head of ETF Sales, Asia Pacific
HSBC Asset Management
Jacqueline Pang is the Head of ETF Sales, Asia Pacific of HSBC Asset Management. She is responsible in building up and driving the growth of HSBC ETF distribution in the region. Jacqueline joined HSBC from State Street Global Advisors (SSgA), where she heads up the ETF Capital Markets activities for Asia Pacific where she was involved in setting up the SPDR ETF business in APAC as one founding member with the focus in driving the liquidity, execution proposition and strengthening the market structure within the ETF ecosystem. Before moving to Hong Kong, She was with Amundi Asset Management, where she ran the capital markets business and was responsible for the development of ETFs covering brokers and market makers across Europe. She was also a product specialist for hedge funds at Amundi Alternative Investment in France in 2007. Prior to working at Amundi, she worked at ICAP Asia Pacific in Singapore, where she worked as an inter-dealer broker covering the money market desk. She also worked at DBS Bank where she marketed products to private clients. Jacqueline has a bachelor of science in economics and finance from RMIT University.
Chief Investment Officer
Hefeng Family Office
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. Stephen has a MSc in Actuarial Science from Cass Business School in the UK and is a Chartered Statistician and a Chartered Scientist. He is also an Associate Member of the Institute of Mathematics and its Applications.
10:40 – 11:10
11:10 – 11:50
Accessing China through index and equities: new trends
- China Index Funds – A simplified format for taking diversified exposure to bonds
- Actively Managing Exposures – Efficient Access to multiple themes through flexible and customizable indices
- New trends emerged because of the Increased regulatory volatility in Chinese equities
- Capturing passive outperformance – A unique opportunity in the China Equity Market
Managing Director & Head of Financial Institutions
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.
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.
Head of Investment Strategy
Mr. Wen joins KGI Asia in June 2022 and heads the team of investment strategy providing analysis on macroeconomic trends, equities in Hong Kong and Mainland China stock markets and advice on wealth management strategy. In his research capacity, apart from daily analysis reports, Kenny provides investment and fund analysis. He also writes for commentary columns in different media and has spoken at a variety of investment seminars. Prior to his role in KGI Asia, Mr. Wen was Wealth Management Strategist in Everbright Securities International since 2013 and led a retail research team.
Managing Director, Global Head, China Research
Dr. Zhen WEI is a Managing Director at MSCI and globally head the firms’ China Research and Product Development efforts. In addition, he spearheads thought leadership on China and Emerging Markets, Global Investing, Factor Investing, ESG Investing and Asset Allocation. Prior to joining MSCI, Zhen Wei led the Asia Pacific team of the Global Cross Asset Systematic Research division at J.P. Morgan. Before this, Zhen was a senior equity strategist at Bank of America Merrill Lynch and fixed income strategist at Lehman Brothers. Dr. Wei has extensive research experience in global macro, ESG integration, asset allocation, risk management, quantitative models and investment product design. His research has been published in various international journals. Zhen Wei acquired his PhD in Statistics and Master Degree in Financial Mathematics from Stanford University. He has lectured MBA courses at the Chinese University of Hong Kong
11:50 – 12:15
Crypto ETF: A risk averse way to get in on the digital currency market
- 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
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.
Co-founder & Partner, CIO
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.
12:15 – 12:20
Chairperson’s Closing Remarks
12:20 – 13:20
The Alternative Investment Management Association (AIMA) is the global representative of the alternative investment industry, with around 2,000 corporate members in over 60 countries. AIMA’s fund manager members collectively manage more than $2 trillion in hedge fund and private credit assets.
AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programmes and sound practice guides. AIMA works to raise media and public awareness of the value of the industry.
AIMA set up the Alternative Credit Council (ACC) to help firms focused in the private credit and direct lending space. The ACC currently represents over 170 members that manage $400 billion of private credit assets globally.
AIMA is committed to developing skills and education standards and is a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) – the first and only specialised educational standard for alternative investment specialists. AIMA is governed by its Council (Board of Directors).
ASIFMA is an independent, regional trade association with over 125 member firms comprising a diverse range of leading financial institutions from both the buy and sell side, including banks, asset managers, law firms and market infrastructure service providers. Together, we harness the shared interests of the financial industry to promote the development of liquid, deep and broad capital markets in Asia. ASIFMA advocates stable, innovative and competitive Asian capital markets that are necessary to support the region’s economic growth. We drive consensus, advocate solutions and effect change around key issues through the collective strength and clarity of one industry voice. Our many initiatives include consultations with regulators and exchanges, development of uniform industry standards, advocacy for enhanced markets through policy papers, and lowering the cost of doing business in the region. Through the GFMA alliance with SIFMA in the United States and AFME in Europe, ASIFMA also provides insights on global best practices and standards to benefit the region.
General Description of Association of Family Offices in Asia
Association of Family Offices in Asia (AFO) is a professional society in Asia distinctively gathers single, multi and virtual family offices as well as the industry societies in the region. AFO offers a range of consultancy services and organize activities to facilitate collaboration and co-investment among the prestige circle.
AFO Mission :
- Enhance the communication and engagement among family offices in the region and establish network for arranging club deals.
- Provide resources, education and consultation services for family offices in the region.
- Encourage all family members to become involved in the goal of developing and preserving family legacy through the instrument of the single family office.
- Support the industry to promote all-rounded services covering financial, succession management and corporate development to wealthy families and their family offices.
- Promote the industry and advocate members to practice the highest ethical standard and deliver customers with professional & reliable financial services.
- Encourage the practitioners to commit to continuous professional development training, thereby promote the industry to advance to the higher level of specialization
- Research with particular interests in the long-term development of the industry, regulatory policies & the effectiveness and the competition in Asia and in global arena.
- Support the constancy exchange among the practitioners practicing in the region and build the platform to enable the communication & networking among practitioners.
+852 3499 3851
Email [email protected]
Postal Address : GPO Box 11666, Hong Kong Post Office
亚洲家族办公室协会（AFO）是一家专业的社团。 我们专门连接区内的单一和独立之家族办公室以及其主要执行官和资深行业人士。 AFO 为家族办公室提供一系列的咨询服务，我们亦组织活动，以促进各界之间的协作和联合投资。
- 为亚洲地区的家族办公室提供资源, 顾问服务以及进行人才培训
+852 3499 3851
The Korea Financial Investment Association (KOFIA) is a non-profit organization established under the Financial Investment Services and Capital Markets Act. KOFIA was created on 2009 through the merger of the Korea Securities Dealers Association, which was established in 1953, the Asset Management Association of Korea and the Korea Futures Association. KOFIA provides various services for the sound development of the capital market and investor protection.
KOFIA performs the following roles to ensure business order and fair trade among member companies, and to promote investor protection and sound development of the financial investment industry.
- Services for member companies and financial investment industry development
- Business conduct and investor protection (self-regulation)
- Education and management of professionals
- Management of OTC markets (bonds, unlisted stocks, etc.)
- Maintenance of sound business conduct among members
As of November 2020, KOFIA has 321 regular members (57 Securities firms, 246 Asset Management firms, 14 Real estate trust firms, 4 Futures firms,)