agenda 2020

agenda 2020

DAY 1

Agenda timing is in HKT/SGT (GMT+8)
Simultaneous interpretation in Thai will be provided.

09:3009:40

Chairman’s welcoming remarks

10:00 - 11:00

Brian Roberts

Head of Exchange Traded Products

HKEX

Brian Roberts, Head of Exchange Traded Products

As Head of Exchange Traded Products (ETPs), Brian 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。

 

브라이언 로버츠, 거래소상장지수상품(ETP) 총괄

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. 

09:4010:25

Panel – China outlook 2021: V-shaped recovery or a gradual rise

10:00 - 11:00

  • Will China’s economy return to full speed in 2021 or should investors expect an uneven recovery?
  • What are the opportunities in China’s economic reboot and the best strategy to ride the recovery?
  • What factors should investors be mindful of when they invest in China?
     
Chris Pigott | Moderator

Senior Vice President, Investor Services

Brown Brothers Harriman (BBH)

Chris Pigott is the Head of Hong Kong ETF Services at BBH and responsible for ETF business development in Hong Kong.  In addition, he manages Investor Services relationships throughout Asia.  He began his career with the Firm in 2005 in the Boston office.

In 2014, Chris 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, Chris 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.

Chris holds a BA degree in Business Management from Eckerd College and received an MBA from The University of Rhode Island.  

Stephen Chung

Global X ETFs Sales Vice President

Mirae Asset Global Investments

Global X ETFs Sales Vice President, Mirae Asset Global Investments (Hong Kong)

Stephen joined Mirae Asset Global Investments in 2019 for the distribution of Global X ETFs to the territory. Prior joining Mirae Asset, Stephen worked as Greater China Institutional Equity sales covering clients in Hong Kong and South East Asia at China Industrial Securities, Nomura, Jefferies and UOB KayHian. Stephen earned his BBA in International Business from Wilfrid Laurier University and is fluent in Cantonese and Mandarin.

 

未來資產環球投資(香港)Global X ETFs 銷售副總裁

鍾駿從事大中華市場機構股票業務超過10年 , 專負大中華及美國股票銷售和宏觀分析。在加入未來資產環球投資交易所買賣基金團隊前, 曾於野村國際、富瑞金融、興業證券國際和大華繼顯工作。 鍾先生於加拿大 Wilfrid Laurier University 取得工商管理學士學位曾在加拿大德意志銀行,豐業銀行和安大略省教師退休金任職。

David Lai

Partner & Co-Chief Investment Officer

Premia Partners

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AuM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Kinger Lau

Chief China Equity Strategist, Macro Research

Goldman Sachs

Kinger is the chief China equity strategist in Macro Research, covering China onshore and offshore equities as well as China-linked markets in Hong Kong and Taiwan. Previously, he was on the Asia Pacific Strategy Research team. Kinger joined Goldman Sachs in 2004 and was named managing director in 2015. Kinger earned a Bachelor of Commerce, with honors, from the University of British Columbia and a master's degree in finance from the London School of Economics. He is a CFA charterholder and a certified public accountant.

10:2511:10

Panel – Rebalancing growth in Asia

10:00 - 11:00

  • What are the new economic dimensions for Asian economies?
  • How to construct portfolios for the new economic dynamics using ETFs?
  • How can investors position portfolios to capture opportunities and mitigate risks?
Brian Roberts | Moderator

Senior Vice President and Head of Exchange Traded Products

HKEX

As Senior Vice President and 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.   

David Lai

Partner & Co-Chief Investment Officer

Premia Partners

David Lai is a Partner and co-Chief Investment Officer of Premia Partners. Prior to Premia Partners, David was Executive Director and Responsible Officer at China Asset Management (HK) Limited where he supervised the company's investment activities and led the build-out of the company's ETF platform in Hong Kong, including launching the world's first cross-border RQFII-based ETF with over US$2 billion in AuM. Before that, David had been a portfolio manager since 2002 at Hang Seng Bank, Mirae Asset Global Investments, and Citic Securities International. David has demonstrated proven investment track record in both active and passive strategies, recognized by numerous industry awards. David holds a Bachelor of Business Administration degree in Finance and a Master of Science degree in Investment Management from the Hong Kong University of Science and Technology, and is a CFA charterholder.

Georgina Mitchell

Associate, iShares specialist, Asia ex-Japan Wealth Distribution

BlackRock

Georgina Mitchell, Associate, is a member of the iShares Asia ex Japan Wealth Distribution team, covering iShares ETF distribution to global private banks. Previously, Georgina worked at BlackRock in London where she was responsible for relationships with global private banks, wealth managers & private investment offices, including distribution of iShares ETFs and BlackRock Index Mutual Funds.

Georgina holds a Bachelor degree with honours in Geography with proficiency in French from the University of Exeter. She is also a member of BlackRock's Women's Initiative Network.

Kiyong Seong

Director, Asia Rates Strategist

Société Générale

Kiyong joined SG in March 2018 with responsibility for covering interest rate markets in Asia. In this capacity he undertakes research on local markets covering macro strategy and investment recommendations. He has 20 years of broad, multi-asset class experience, at investment banks and asset managers across foreign exchange, equities and fixed income with various responsibilities of trader, portfolio manager and strategist. Prior to joining SG, he was an Asia Rates Strategist at Deutsche Bank after working at HSBC in the same capacity. Prior to these investment banking roles, he was fixed income strategist and equity portfolio manager at Samsung Asset Management. He holds an MIF degree from London Business School and a Bachelor degree from Yonsei University in Economics. 

성기용 상무

소시에테제네랄

2018년부터 소시에테제네랄에서 아시아 금리 시장 및 투자 전략을 담당하고 있는 성기용 상무는 지난 20년간 삼성자산운용, HSBC, 도이치뱅크에서 멀티 에셋, 투자 은행, 외환, 자산 운용 분야에서 트레이딩, 아시아 금리 전략, 주식 및 포트폴리오 운용 등 금융업계 내 폭넓은 분야에서 다양한 경험을 쌓았습니다.
성 상무는 한국 연세대학교에서 경제학 학사 및 영국 런던경영대학원에서 금융석사 학위를 취득하였습니다.

 

11:1011:55

Presentation – Reshaping the cost equation

10:00 - 11:00

  • Why does location matter in maximising the investment returns in ETFs? 
  • How much can investors save by investing in Asian underlying in Asia vs. in the US?
  • How can investors access hidden ETF liquidity and achieve best execution in the Asian time zone? 
     
Sebastian Born

Institutional 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. Before relocating from Amsterdam to Hong Kong he spent the last four 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 115 traders pride themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 7000 ETFs globally. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.

 

塞巴斯蒂安·伯恩(Sebastian Born)是香港Flow Traders的机构交易员,这是一家专门从事交易所交易产品的全球流动性提供商。他正在为香港的机构交易对手提供服务。在从阿姆斯特丹搬到香港之前,他花了四年的时间为所有资产类别的ETF(从所有发行人到整个欧洲的各种规模的机构投资者)定价。 Flow Traders是全球最大的ETF做市商之一。超过115位交易者在全球7000多种ETF中提供流动性和极具竞争力的双向风险或资产净值市场。在全球ETF大奖中,Flow Traders经常被评为亚太和欧洲ETF做市商

 

Brian Roberts

Head of Exchange Traded Products

HKEX

Brian Roberts, Head of Exchange Traded Products

As Head of Exchange Traded Products (ETPs), Brian 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。

 

브라이언 로버츠, 거래소상장지수상품(ETP) 총괄

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. 

11:5512:00

Chairman’s closing remarks

11:55 - 12:00