agenda 2020

agenda 2020

DAY 1 - November 24

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

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.   

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.  

Frederick Chu

Head of ETFs

China Asset Management (Hong Kong) Ltd

Mr. Chu is the Head of ETFs at ChinaAMC HK. He’s responsible for managing the firm’s Passive business in Hong Kong and overseas. Frederick has over 18 years of experience in the financial industry. Prior to joining ChinaAMC, Frederick held various front office positions with a number of global banks including HSBC, Credit Suisse, Societe Generale, as well as Lehman Brothers within the Prime/Custody Services area. 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 Chung

Global X ETFs Sales Vice President

Mirae Asset Global Investment

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

Stephen joined Mirae Asset Global Investment 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。

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 are the coronavirus pandemic and US-China trade war affecting investments? 
  • How to mitigate risk posed by Asia’s challenges?
     
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.

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. 

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

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.   

11:5512:00

Chairman’s closing remarks

11:55 - 12:00