Programme TKO

Programme TKO


11 July 2019, The Ritz-Carlton, Tokyo




Chairman's welcoming remarks

Brian Roberts, Head of Exchange Traded Products, HKEX


Opening address: 2019 global economic outlook under political risks and monetary easing

  • Forecast of economic growth and markets under heightening political uncertainties
  • Outlook for monetary policy by global central banks and its implication over the markets
  • Japanese overseas investment; structural change of flow dynamism and its impact on the markets

Tohru Sasaki, Managing Director, Head of Japan Markets Research, JPMORGAN CHASE BANK, N.A. TOKYO


Presentation: ETF Technology 2.0: New trends of ETF markets and portfolio construction with ETFs

  • Recent trends fueling ETF growth
  • ETF adoptions by global intuitional investors

Dohei Echizenya, Head of ETF Business 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

Brian Roberts, Senior Vice President, Head of Exchange Traded Products, HKEX

Paul Ho, Partner, Financial Services Tax Leader, Asia-Pacific Financial Services, EY


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)

Takeki Yamada, Head of Japan Business, Institutional Trading, FLOW TRADERS


Presentation: Sustainable Portfolio Using ETFs

  • The sustainable investing market and ETFs
  • The sustainable investing framework
  • Implementing sustainable ETFs into your portfolio

Natsuko Matsumura, Director, ETF Business Japan, BLACKROCK


Presentation: Modern portfolio construction utilising 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


Wataru Asano, Director, ETF Business Japan, BLACKROCK

Brian Roberts, Head of Exchange Traded Products, HKEX

Takeki Yamada, Institutional ETF Trader, FLOW TRADERS


Networking lunch


End of Forum