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April,18th-19th,2019    Shanghai  China




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Previous Speakers
  • Jiang Shaokun Head of Quantitative and Multi Asset Strategies Group
    Pengyang Asset Management
    Thanh Le Fund Raising Manager
    VFM
    Myung Je Park Director,Head of iShares North Asia Distribution
    BlackRock
    Jing Gu CIO
    BoHong Fund
    Henry Chang VP of Quant&Investment Link
    Cathay Securities Investment Trust
    Li Wang President,CIO
    FengHe Asset Management
    Jing Zhou GM of International Business Department
    Fortune SG Found Management
    Ying Rong SVP of Quantity Investment
    China Asset Management
    Yu Yang MD, CIO of Smart Beta&Quantitative Investment
    Harvest Fund
    Steve Wang Founder and Vice President
    KJS
  • Violet Yu Head of Greater China Institutional Business
    CSOP Asset Management
    Wenjie Luo GM of Quantitative Investment Dept.&Index Investment Dept.
    CSAM
    Jing Qian Fund Manager
    Ping An-UOB Fund
    Guangrong Li GM,Investment Director, Founder
    Shanghai Glory Capital
    Ti Liu Director of Product Innovation Center
    Shanghai Stock Exchange
    Jooyoung Yun Executive Director,Head of ETF Management Business Unit
    Mirae Asset Global Investments
    William Ma CIO
    Noah Holdings (Hong Kong)
    Ning Lin Head,Managing Director
    CICC HongKong AM
    Kun Shan Director of Trading Strategy&Research
    BNP Paribas China
    Xiaodong Yu General Manager of Risk Management Department
    FOSUN Group
  • Jingbo Dong Investment General Manager
    Everbright Photon Investment
    Victoria Mio Chief Investment Officer China
    Robeco
    Mingyi Wu Head of Quantitative Investment
    Huatai Asset Management
    Wangjie Xu Head of Risk Management Department
    CCB Life Insurance
    Chen Lu CIO
    Xuanhong Group
    Xianxin Zhao Capital Management Lead Group Office Director
    SPD Bank
    Yixiang Zhang CEO
    AGNET
    Tim Rong Senior Partner
    SG & CO PRC LAWYERS
    Hai Zhao Secretary General
    Shanghai Banking Association
    Liyuan Zhao Managing Director of Asset Management Division
    Taiping Asset Management
  • Da Zheng Chief Quantitative Researcher of Brokerage Department
    Cinda Securities
    Lingyun Xia Finance Director
    Moonstar
    Larry Chen Founder,CEO
    Yield Chain Technologies
    Yantao Shen Senior Trader
    China Zheshang Bank
    Jonny Ma Managing Director of Agency Business Department
    Zhongtai Securities
    Xuefei Li Vice President of Derivative Brokerage Business
    CITIC Securities
    Xiaoguo Wang General Manager
    CITIC SF
    Steve Au Director of Institutional Sales, Asia
    Backstop Solutions Group
    Alastair Sclater MD for GPP Hong Kong
    GPP
    Gilbert Tse Chief Representative China
    Metori Capital Management
  • Kai Ren CEO,Co-founder
    AFA Finance
    Jim Zhu Head of Offshore Funds Business
    Essence International
    Kristy Calvert Partner, Chief Representative, Shanghai
    Harneys
    Jike Jin Founder
    Family Office Union
    David Quah Co-Managing Director
    Value Partners
    Steven Tian Managing Director
    Greenwoods
    Jinlong Li General Manager, Head of Investment
    Regan Fund
    Yichao Wu Director and Hedge Fund Manager
    LS Asset Management Center
    Brian Ingram President,General Manager
    Russell Investment Advisors (Shanghai)
    Shengxi Guo Founder
    Griffin Plutus Family Office
  • Yi Shen CEO
    Shenyi Investment
    Peize Li President
    Zizhou Asset Management
    Jingwen Jiang VP, Research and Investment
    Wukong Investment
    Ashmita Chhabra MD - Business Development, APAC
    Apex Fund Services
    Zhisheng Lin Marketing Director, General Representative of China
    Yanqi Capital
    Theresa Han MD, Public Markets Investments
    GCM Grosvenor
    Misha Graboi CEO, Asia
    PAAMCO
    Qingjun Zhao CEO
    Beijing Juyuan Huijin Asset
    Grace Liang Co-Founder,CEO
    Chuang Jin Qi Fu
    Alvin Fan Director and CEO
    OPIM
  • Jie Xu General Manager,Investment Director
    Goomoo Investment
    George Chen Partner,CIO
    Homaer Financial
    Wei Han CEO
    Hengfeng Taishi Capital
    Fenpeng Zheng General Manager
    Global Moment Investment
    Simeng Gao Founder,CEO
    Join Quant
    Terry Shen Co-Founder
    Leiton Capital
    Guangmin Xia Product Director, Private Bank
    Ping An Bank
    Zhitong Zhou President,CEO
    Entropy Capital
    Xiao Yang CTA Strategy Director
    Timewise International
    Yameng Wang General Manager
    Tong Kun CCI Capital
  • Jinhui Hu CTO
    Credit Ease Toumi RA
    Ania Dai Sales Representative APAC
    Interactive Brokers
    Yong Yang General Manager
    Yunxi Fund
    Lou Wang Director, Client Development & Sales – Buyside
    CME Group
    Jo Murphy Managing Director
    CAIA
    Jack Schwager CRO,Co-Founder
    FundSeeder
    Phillip Yeo International Head of Product Development and Management
    Nikko AM Asia
    Shuhua Han Secretary-General
    Beijing Wealth Management Industry Association
    Changmin Dou General Managert
    Beijing Quantization Investment Managemen
    Steve Wang DH of Index & Quantitative Investment Department
    Bosera AM
  • Chuanqi Cao CPO
    Truvalue Asset Management
    Hugo Tseng Managing Director
    UOB Kay Hian Hong Kong
    Cheng Shao Managing Director,Head of China Business
    Lighthouse Investment Partners
    Jie Liu Assistant General Manager, Index Investment Department
    GF Fund
    Yiping Chen Deputy Director of Fixed-Income Investment
    HFT Investment
    Enqiang Liang Partner,Quantitative Trading Director Guangdong
    Hopeseek Fund
    Yisheng Xu Chairman & General Manager
    New Momentum
    Jun Liu Director of Index Investment Department
    Huatai-PineBridge
    Yaping Pang SVP of Quantitative Investment Dept.
    China Asset Management
    Rui Kan CEO
    CICCB IS
  • Bin Yu Managing Director
    Neuberger Berman
    Lingkun Kong Founder,CIO
    MD Grand Investments
    Liang Yu Director of Quantitative Investment Department
    Nanhua Fund
    Yuan Zheng Investment Director FOF Management Dept.
    NUODE FUND
    Yanying Chou General Manager
    PINJIN Asset Management
    Jun Cheng Director of the Index Investment Department
    Pingan-UOB Fund
    Jie Zhang General Manager of Asset Management
    Mitsui Sumitomo Insurance
    Jianchang Ren MD ,Person in Charge of Financial Engineering
    Taikang Asset Management
    Hubert Li CEO
    Shanghai Sanjin capital
    Ling Yang CEO
    StarRock
  • Jun Yang PM,Index&Quantitative Strategies Investment
    E Fund
    William So Sales Representative APAC
    Interactive Brokers
    Angelo Lin Manageing Director
    Sinopac Asset Management
    Wenchao Yu CEO
    Bright Summit Asset Management
    Chuankui Liu Deputy Secretary General
    Insurance Asset Management Association of China
    Baochen Zhu Head of Quantitative Investing Group, Executive Director
    CICC Mutual Fund
    Derek Leung Head of ETF&Indexing,ED
    Head of ETF&Indexing,Executive Director
    Shiwei Fu Director of International Business Department
    Zhong Rong Fund Management
    Hua Fan Senior MD,Director
    China Investment
    Wu Ye Deputy GM of Product Innovation Center
    SSE
  • Yang Zhou Managing Director
    APEX China
    Tao Guo Chief Representative China
    CFA
    Celia Choh Head of Fund Services
    SS&C
    Chi Zhang CIO
    Tensor Pacific
    Frieda Luo Chief Operating Officer
    Bin Yuan Capital
    William Xin Executive Partner
    SMPJ Capital International
    Taie Wang Vice President, Deputy Head of Research for Smart Beta
    State Street Global Advisors
    Chris Cheung Equities, Prime Services
    Goldman Sachs
    Ralph Cheng CEO
    Tmesis
    Vania Pang Index&Quantitative Investment
    ICBC Credit Suisse AM
  • Hugo Wong President
    Han World Family Office
    Jian Cheng Founder
    HuaWeiZhiYing
    Hong Yan Professor of Finance
    SAIF
    Theodore Shou CIO
    Skybound Capital
    Wong Pak Chung SVP, Equity Product Development
    HKEX
    Tan Say Liang General Manager, Shanghai
    SGX
    Lily Zhang Associate
    Harneys
    Pingkang Yu Chief Economist
    Chang Jiang Pension Insurance
    Wen Li Executive Director of Assets Custody Dept.
    CITIC Securities
    Huan Wang CMO
    Rosefinch Investment
  • Zhanchao Wang Assistant chief product office
    Truvalue Asset Management
    Freddy Wong CIO China and Fixed Income Portfolio Manager
    Fidelity International
    Ray Tam Managing Partner,Co-Founder
    Raffles Family Office
    Wen Zhang Risk control Director
    Beijing quantitative investment management
    Jian Gao Founder,CEO
    China Finance Quant Technical Investment
    Dongpeng Shen Fund Manager
    Beijing Quantization Investment Management
    Xiaogang Dong Investment Director
    Beijing Sycomore Private Asset Management
    Yiyi Xu AD. of Index&Quantitative Investment Headquarters
    Huaan Funds
    O’delle Burke Head of Collateral management APAC
    J.P. Morgan
    Na Li Director
    National Council for Social Security Fund (NSSF)
  • Tariq Dennison Registered IA
    GFM AM
Agenda
April,18th-19th, 2019
Day One Day Two
  • Morning Session - Institutional Investors’ Insights
    0815
    Registration & Networking
    0830
    C-Suite Breakfast
    0900
    Chairman Opening Remarks
    0915
    2019 Keynote Speech: Mutual Funds (inc ETF) Market Development Trends in 2019
    0940
    Global Overview of Pension Funds Investment Management Moderator
    1020
    Coffee Break
    1040
    Best Practices of Bank Asset Management Companies Under The Latest Asset Management Rules
    1120
    The Chinese Equity in a Challenging Year, Outlook of A Share Market and Stock Conne
    1200
    Best Practice of Investment Advisory for China’s Institutional Investors
    1220
    Luncheon
  • Afternoon Agenda - TRACK A: ETF & Indexing Investment
    1400
    Opening
    1405
    ETF Fund Managers’ View: Explosive Growth of China’s ETF Market 2019
    1445
    The Rise of Passive Investment Strategy and Current Investment Opportunities
    1515
    Thematic ETF will Play a Big Role and How to Improve the liquidity
    1600
    Coffee Break
    1630
    The Indexation of Alpha and Smart Beta
    1700
    Equity ETF - How to Actively Manage Your Equity Portfolios
    1740
    The Rise of ESG Investment in Asia, ESG ETF
    1820
    End of Conference
  • Afternoon Agenda - TRACK B: Offshore Wealth and Asset Management
    1400
    Opening
    1405
    CRS Reporting and Its Impact for Offshore Wealth Management
    1430
    New Challenges in Structuring Your Family Office in Asia
    1510
    How to Sustain Wealth Throughout Family Trust, Fiduciary Services and Global Investment
    1550
    Coffee Break
    1620
    The Structure of Offshore Family Wealth Trust
    1640
    Alternative Portfolio Strategy of Your Investment Management
    1720
    Belt and Road Strategy and Its Impact of Your Equity Investment
    1800
    End of Conference
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Contact us
Sponsorship cooperation Dorothy Yao
+86-21-51601000 ext:802
dorothy.yao@finfoglobal.com
Business cooperation Amy Yang
+86-21-51601000 ext:812
amy.yang@finfoglobal.com
Media cooperation Kiki Song
+86-21-51601000 ext:805
kiki.song@finfoglobal.com
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