24 - 26 October 2005, Shangri-la Pudong, Shanghai, China
Now Open
Register   |    Brochure   |    Sponsor   |    Email a friend   |    Add to diary


Calendar of Events
Islamic Finance & Investment World Africa 2008 ~ Johannesburg
Funds World Turkey 2008 ~ Istanbul
Pension Fund Investment World Germany 2008 ~ Frankfurt
Islamic Funds World 2008 ~ United Arab Emirates
Hedge Funds World Africa Awards 2008 ~ Cape Town
Funds World India 2008 ~ Mumbai
Private Banking & Wealth Management MENA 2008 ~ Dubai

More events >

Conference programme       


DAY ONE- 24 October 2005
DAY TWO – 25 October 2005

last modified: 23/02/2006 08:51:41 (GMT)

DAY ONE- 24 October 2005
08.00Registration, morning coffee and tea
 
08.50Chairman’s opening remarks
 
Teh Hsiu Fu, Director of the Board,
Everbright Pramerica Fund Management Co., Ltd

ASSESSING CHINA’S FUTURE GROWTH POTENTIAL
09.00Keynote Address I The role of China's fund industry in the global capital markets: A US perspective

·               Reviewing the development of china's funds industry: the achievements and challenges to date

·               Examining ways to develop china's fund industry in line with international standards

·               Sharing strategic insights from Wall Street to the Great Wall:  China's fund industry in the global capital markets

 
Doris Cheng, President and Chief Executive Officer,
Nuveen Asia Investments, USA

09.20Keynote Address II A domestic fund manager’s perspective on the investment opportunities in the local and overseas capital markets
  • Identifying the forces and trends behind China’s dynamic growth and analysing if this level of growth sustainable?
  • Assessing if the revaluation of the renminbi is critical for China’s bubbling economy?
  • Examining who is making money in China’s asset management industry and why?
  • Exploring investment opportunities in overseas markets and assessing avenues to contain the risks
 
Michael Wu, Chief Investment Officer,
PICC Asset Management Co., Ltd.

09.40Keynote Case Study Current developments in managing insurance funds and its implications for China’s fund management industry
  • Assessing the current state of development and reform of managing insurance assets in China
  • Examining the challenges and opportunities that China Life Insurance is faced with in establishing an asset management business
  • The evolving role of China Life Insurance in developing China’s capital markets and the fund industry
 
Junhui Wang, Assistant to President, Member of the Executive Board,
China Life Insurance Asset Management

10.00Identifying the latest developments and trends in China’s fund market
  • Examining the role custodians play in China's marketplace
  • Meeting the Chinese clients’ needs – what do they want and how do we satisfy them?
  • Enhancing customer focused strategies in China: custody relationship management and client servicing
 
Andy Ng, Vice President, China,
HSBC

10.30Morning refreshments hosted by

 

 
11.00The Chinese fund industry: Analysing the present growth and development of the fund industry and projecting future trends

·               Examining the rapid increase of AUM, product diversification and abundant returns generated by investment funds

·               Assessing new asset management companies that have aggressively entered the Chinese fund market

·               Observing how the fund industry has gained investors’ confidence and support

·               Pinpointing future growth opportunities, predicting growth in AUM and fund product innovation and forecasting future business scope, sales channels and services

 

 
Bo Feng, Director,
Shanghai Stock Exchange

MEET THE LEADING DOMESTIC CHINESE FUND MANAGERS
11.20CEO Panel Discussion I How can China’s domestic fund houses along with their joint venture partners overcome the current challenges and make the industry work in china?

·               Analysing the impact of the new entrants in the funds industry - ‘big four’ banks establishing their own asset management capabilities and teaming up with foreign partners

·               Examining how and why insurers are managing money in-house instead of through third party fund managers and what are the implications?

·               Weaning Chinese investors off the IPO addiction

·               Developing innovative investment products with new themes and features for Chinese investors

 
Tao Lu, President,
CITIC Fund Management Co Ltd
Jack Lin, Chief Executive Officer,
Franklin Templeton Sealand Fund Management Co., Ltd.
Denis Lefranc, Deputy General Manager,
Fortune SGAM Fund Management Co., Ltd., China
Moderator:
Miao Jun Wei, Deputy Chief Executive Officer,
Fortis Haitong Invesment Management Co., Ltd., China

12.00CEO Panel Discussion II Identifying the key factors in a successful fund management business
  • Assessing how to build a strong funds management business which operates to international standards
  • Keys to searching for and retaining highly professional money managers
  • Understanding how to run strigent operational and risk control systems and why to do so
  • Educating profit-hungry investors to think in long-term capital gains
 
Roger Zhu, Managing Director,
China International Capital Corporation
Xuejun Zhao, Chief Executive Officer,
Harvest Fund Management Co Ltd
Dennis Lee, Chief Operating Officer,
Hua An Fund Management
Jian Shang, Chief Executive Officer,
Yinghua Fund Management
Moderator:
Teh Hsiu Fu, Director of the Board,
Everbright Pramerica Fund Management Co., Ltd

12.40Networking Lunch

 

 
CONVERSATIONS WITH INTERNATIONAL MANAGERS WITH CHINA FUNDS
14.10Panel Discussion: How can international fund players gain access and sell China focused funds internationally?

·         Identifying the challenges a foreign fund faces when designing and launching a China focused fund from abroad

·         Examining the recent de-regulation in the Chinese markets

·         Meeting the international clients’ risk and return requirements – what are they looking for and why?

·         Analysing future prospects and opportunities

 

 
Yanping Xu, Chief Executive Officer,
Ginger Capital Management Ltd
Chris Ruffle, Director,
Martin Currie Investment Management Ltd
Moderator:
Eugene Wang, Managing Director,
UG Investment Advisors Ltd, Taiwan

14.50The QFII’s perspective Providing foreign institutional investors access to China’s A-share and debt markets
  • Understanding what are the challenges facing QFII in China’s marketplace?
  • Why are China A-shares so attractive and what can be done to reduce their volatility?
  • Pinpointing the obstacles and rewards in launching a China A-shares equity fund
 
Bill Wilder, President and CIO,
Nikko Asset Management Co., Ltd.

15.10Speed networking

Through a rotating cocktail table format you will get the opportunity to meet all your fellow attendees face-to-face in just 20 minutes. Bring plenty of business cards along for a fast and furious interactive session.

 
15.30Afternoon refreshments hosted by

 
CHINA PRODUCT INNOVATIONS SHOWCASE
16.00Hedge funds linked structured products: what are the investor’s new expectations?
  • Examining the efficiency of investing through guaranteed structures
  • Are dynamic allocation structures still in vogue? Looking at leverage, principal protection flexibility and competitive costs
  • Is shortening the maturities the new challenge? Comparing option based structures vs. target redemption structures
  • What’s next? Identifying the next generation of products

 

 
Fabien Labouret, Managing Director and Head of Structured Alternative Investment Asia,
IXIS Corporate & Investment Bank

16.25Panel Discussion China real estate and REITs: Bubble or bubbly?

·         Discovering what’s driving the booming property market in China

·         Examining the latest trends and developments in REITs around the region and the implications for China

·         Assessing investors’ appetite for China REIT versus direct property investment

 
Morgan Laughlin, Managing Director, DB Real Estate -Asia,
Deutsche Asset Management (Hong Kong) Ltd

16.45Investment products: What’s hot, what’s not and are Chinese institutional investors ready for them?
  • Examining the opportunities and benefits for Chinese fund managers and institutional investors investing into European’s equity and fixed income derivatives
  • Comparing the pros and cons of index investing vs. active mutual funds management
  • Analysing the benefits and challenges of investing with multi-managers and fund of funds Gaining absolute returns by incorporating hedge funds into a traditional investment portfolio
 
Andrew K. J. Pernambuco, Chief Executive Officer,
Deniad & Company LLC, USA
Jianhong Wu, Sales Manager, Asia Pacific,
Eurex
Shan Zhu, Managing Director,
FTSE Xinhua Index
Bruce Pflaum, Managing Director, Asia,
Russell Investment Group Pte. Ltd
Moderator:
Eric Chow, Vice President, Sales,
HSBC Securities Services

17.25Chairman’s closing remarks for Day One
 
17.30Cocktails and canapés hosted by

 

 
Register Now!

DAY TWO – 25 October 2005
08.15Registration, morning coffee and tea
 
08.50Chairman’s opening remarks
 
Walter Lin, President and CEO,
ABN AMRO Xiangcai Fund Management Co Ltd

CANDID CONVERSATIONS WITH THE BUYSIDE
09.00Special Address I Developing strategies for new product innovation and differentiation for investor retention
  • Identifying how important product innovation is in the fund management world?
  • Assessing how product differentiation can successfully be achieved?
  • Examining the key factors in building a successful brand that is more than just a visual identification system
 
Stuart Leckie, Vice Chairman,
Hong Kong Retirement Schemes Association,Hong Kong

09.30Special Address III Enterprise annuities: where are the opportunities for insurers and fund managers?
  • Examining the challenges and opportunities in managing the assets of enterprise annuity plans
  • (EAPs)
  • Understanding the rules governing access for companies to China's EAPs
  • Assessing what role will China’s EAPs play in the pension provision of the population?

 

 
Hugh Davies, China Business Advisor,
Old Mutual plc

10.00Insurers’ Panel Discussion Making money in China’s insurance industry
  • Where is the greatest profit potential and how can local and foreign insurers capitalise on these opportunities?
  • Have insurers been withdrawing positions in mutual funds and reinvesting it in bourses directly? Or have insurers' exposure to mutual funds increase?
  • What is the role of insurers in the pension business?
  • Examining how insurers can satisfy their clients’ growing demand for new products?
  • Identifying strategies to improve risk management practices in China’s insurance industry
 
Sheng Yue Liu, Vice President,
Minsheng Life Insurance Co Ltd
Michelle Xie, Deputy General Manager,
Ping An Life Insurance Company of China, Ltd. (Shanghai Branch)
Alex Wong, Partner,
PricewaterhouseCoopers, China
Moderator:
Brain Kelleher, Asia Financial Services,
Reuters Hong Kong Ltd

10.40How foreign fund managers can contribute international best practices to the local fund management industry
  • risk management tools
  • portfolio management systems
  • corporate governance
  • compliance culture
  • supervisory structure
 
Stephen Fitzgerald, Head of Investment Management Division - Asia,
Goldman Sachs Asset Management

11.10Morning refreshments hosted by

 

 
RAISING CAPITAL FOR CHINESE COMPANIES
11.40Key Panel Discussion The race is on . . . angling to pursue more of China’s overseas listings
  • Analysing the opportunities and challenges of regional and international exchanges trying to attract Chinese issuers
  • Assessing the difference in investors interest between the US, UK and Asian markets
  • What are the implications of adhering to Sarbanes Oxley Act, with its wide ranging impact on corporate governance, financial disclosure and public accounting
 
Jane Zhu, Head, Asia Pacific,
London Stock Exchange
Joseph Fung, Managing Director, Asia,
New York Stock Exchange
Daniel Ling, Assistant Vice President, Listings,
Singapore Stock Exchange
Moderator:
Anna Zhu, Chief Executive Officer,
China Euro Securities Limited

12.20Panel Discussion Private Equity: Examining the risk for rewards in China’s booming industry
  • Defining criteria for investments in private equity buyout, hedge, and venture capital
  • Sharing insights on fund raising activities in China - Is there enough money to go around?
  • Can private equity get too big in China?
  • Discussing the emergence of Chinese institutional investors in private equity
 
Bay Chong Chin, Managing Partner, Asia Pacific,
Actis Capital
James Yao, Co-founder and Managing Partner,
AsiaTech Ventures Limited
Dixon Doll, Co-founder And Managing General Partner,
Doll Capital Management, USA
Xinkun Zhu, General Manager,
Shanghai Venture Capital Management Co., Ltd, China
Moderator:
Roman Shaw, President and CEO,
DragonTech Ventures Management

13.00Lunch
 
DISTRIBUTION CHANNELS AND OVERSEAS INVESTING
14.00Panel Discussion Identifying new strategies for distribution in China’s fund management business
  • Exploring the current distribution challenges in China funds industry and how can these be overcome?
  • Is it possible to effectively use distributors and 3rd party marketers to promote funds in China?
  • Determining the future prospects of fund distribution in China – QDII customers, enterprise annuities; allowing offshore funds to distribute in China
  • Diversifying distribution channels: build scale, expand scope and add geographic location
  • Building towards greater open architecture in China – will this become a reality?
 
Michelle Xie, Deputy General Manager,
Ping An Life Insurance Company of China, Ltd. (Shanghai Branch)
Shihua Chen, Director and Vice Pesident,
(TX) Tianxiang Investment Consulting Co., Ltd
Chunxin Li, Deputy General Manager of Custody Department,
China Construction Bank
Moderator:
Peter Alexander, Principal,
Z-Ben Advisors

14.40Hot Topic: QDII- A critical role in the development of China’s asset management industry
  • Examining what actually defines a QDII program and whether or not it has already begun?
  • Estimating when the formal QDII program will likely be introduced?
  • Assessing what opportunities exist for the inclusion of retail participation?
  • How can international fund managers best leverage their expertise?
 
Peter Alexander, Principal,
Z-Ben Advisors

15.10Investing offshore - what do local fund managers and investors need to know to take the "leap of faith"
  • Studying foreign investment options in preparation for the final clearance to invest in overseas capital markets
  • Analysing the criteria in selecting asset management firms to help manage offshore assets
  • Global case study
 
Naomi Denning, Head of Investing Consulting, Asia Pacific,
Watson Wyatt Worldwide, Hong Kong

RISK AND VOLATILITY MANAGEMENT
15.40Afternoon refreshments
 
16.10Managing risks, reaping rewards: Achieving best practice in risk management for both fund managers and investors

·               Understanding why “The greatest risk of doing business in China is ignoring the risks…”

·               Identifying and understanding the key risks affecting the domestic funds management industry

·               Ensuring that key risks are appropriately measured and managed within internal and external managers

·               Implementing effective risk management process and controls

 

 
KahFai Kok, Director, Account Management (Asia),
Riskmetrics

16.40Panel Discussion Tapping into China’s fund market without the China risk
  •  Where is the greatest profit potential and why?
  •  Analysing how to reap the returns while managing the volatility of the domestic capital market
  • Incorporating internal risk management control processes and systems in investment portfolios

 

 
Robert Horrocks, Chief Investment Officer,
Everbright Pramerica Fund Management Co Ltd
Hong Chen, Chief Investment Officer,
Fortis Haitong Investment Management Co., Ltd.
Guowei Wang, Director, Equity Investment,
Hua An Fund Management Co., Ltd., China
Hongyuan Wang, Chief Investment Officer,
China Southern Fund Management Co., Ltd., China
Moderator:
Roger Zhu, Managing Director,
China International Capital Corporation

17.20Chairman’s closing remarks and end of conference
 

Gold sponsor


Silver sponsor


Bronze sponsors



Internet cafe sponsor


Associate sponsors






Official newspaper