Programme HK



7 May 2019, Cuisine Cuisine IFC, Hong Kong




Chairman's welcoming remarks

Brian Roberts, Head of Exchange Traded Products, HKEX


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

  • Impact of divergent monetary policies and geopolitical uncertainties on the Asian markets
  • Reviewing macroeconomic data, corporate earnings and performance of emerging market sectors
  • Outlook on PBOC’s further cut on reserve requirement ratio (RRR) – how imminent is the risk of a sharp economic slowdown?

Alicia García Herrero, Chief Economist, Asia Pacific, NATIXIS


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

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

Connie Chan, Vice President, Head of iShares Asset Management Distribution Asia ex-Japan, BLACKROCK


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, Transaction Tax, Asia-Pacific Financial Services, EY

Brian Roberts, Head of Exchange Traded Products, HKEX


Coffee Break


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)

Sebastian Born, Institutional ETF Trader, FLOWTRADERS


Presentation: Investing with Bond ETFs: A new perspective

  • How to use Bond ETFs
  • New trends in Bond ETFs including China bond inclusion

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


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


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?


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


Sebastian Born, Institutional ETF Trader, FLOWTRADERS

David Hood, Head of iShares Global Markets Asia ex-Japan, BLACKROCK

Brian Roberts, Head of Exchange Traded Products, HKEX


Networking lunch


End of Forum