Conference welcoming address

• Assessing financial reform and how this reflects the overall reconsideration the role government is playing in the economy
• Understanding the various legislationn changes needed to achieve rapid growth in a robust economy
• Examining the competitive advantage and market strengths of Taiwan
• Discovering the investment opportunities and market potential in Taiwan's funds market

• Understanding the market and the potential within Taiwan
• What are the challenges since liberalisation and how does politics play a part as well?
• Exploring new opportunities to help local capital markets stay competitive
• Moving forward: where will be the next phase of the economic expansion likely be?

• How can the pension reform help Taiwan to develop their financial and funds market?
• Examining the reforms themselves: what has been done and what still is required to achieve higher aplha generating sources, stable performance and standards within Taiwan
• What are the opportunities, propects and market assessment for pension fund reform and investments?
• Assessing the risks involved with pension fund investments in Taiwan

• How can domestic and international managers take advantage of the pension reforms and get better access to managing Taiwanese pension assets
• Assessing the selection criteria for outsourcing money to domestic and overseas funds manager
• Reviewing the best practices in fund management and investment strategy today
• Understanding the fundamentals of modern portfolio investment theory
• Examining the strategy of investing ETF and index funds to achieve absolute returns in Taiwan's pension fund mandates

• Understanding the reasons behind the reduction of the market size of onshore funds in 2005
• What are the investors looking for in onshore funds and why?
• What role can intermediaries play within distribution and how to pick the right partner
• Can joint ventures and the combing of foreign resources create a bigger market share?
• In search of greater investment opportunities domestically?

• What are the risks and rewards of diversifying your portfolio with overseas investments
• How to choose which international assets to invest in and what are the appropriate benchmarks to use?
• Outsourcing to an external fund management company: what are the most important factors when selecting a manager?
• Examing how much should be managed in-house and how much should be outsourced

• Combining different proven investments intitions into a coherent investment approach
• Review of selected quantitative investments strategies in the developed global markets
• Assessing your returns and risks: benefits of quantitative portfolio investment strategies
• Exploring practical experience in its applications in Taiwan

• Assessing portfolio management of USA best practices with Taiwan's current practices

• Defining the appropricate policy benchmark through market segment, instruments etc

• Creating the right strategic portfolio to deliver performance and measure and reduce risk

• Identifying places for alpha implementations in an investment process

• Identifying the latest trend of private placement funds in Taiwan
• Exploring the classification of investment strategies of private placement funds in Taiwan
• How can private placement funds in Taiwan get into the worldwide hedge fund industry?
• What are the advantages and disadvantages of private placement funds in Taiwan?

• Is the commodities market sustainable?
• What impact will China and India have on global trends?
• How are global socio, political and economic trends going to affect this asset class?
• Should you have managed or passive investments in this sector?

• Assessing the latest trends, developments and outlooks of the real estate market in Taiwan
• Examining the economic and demographic factors driving the popularity for REIT products
• What is the current status of regulatory policy regarding REIT products in Taiwan?
• Understanding the key issues and conflicts in fund raising for a REIT

• Overview of the Taiwanese bond markets over the past few years
• Assessing key parameters of Taiwanese bonds
• Review for recent investment and arbitrage opportunities
• What developments are likely in the future of this asset class?

• How to assess sovereign risk?
• Changing emerging market dynamics - is the future bright?
• Examining how to create aplha in emerging market debt?
• What are the emerging debt allocation issues within a portfolio?

• Examining the advantages and drawbacks of taking foreign exchange positions
• Introducing foreign exchange into investment portfolios to reduce volatility
• Looking at the strategic and tactical drivers of foreign exchange markets
• Exploring the themes that will drive markets over the coming year

• Why should investors allocate to private equity? Examining the size of the opportunity set, scope for alpha over public equity etc
• How to access top quartile private equity managers and how to implement a private equity programme?
• What are the key challenges to identify top managers? Access, achieving and maintaining target allocation
• Examining the recent key market trends: institutionalisation and the increasing of fund’s size

• Understanding the issues facing hedge funds and their performance
• Determining the factors for selection and monitoring a hedge fund manager
• Capacity: Will hedge funds continue to be able to take advantage of the short-term trading opportunities as numbers grow?
• How to determine the optimal allocation of a hedge fund within an overall investment portfolio

• An overview of the recent market developments in Taiwan
• What are the advantages and risks managing the cross border deals
• Examining the various product structures to date
• Determining the investor interest in the market

• What types of lessons have been learnt?
• Examining the investment trends for the next decade
• What are the influence of hedge funds on financial markets
• Discovering future opportunities and challenges in the Taiwanese funds industry

Masterclass leaders:

• Dean Chiang, US Attorney Counsel, LCS & Partners, Taiwan
• Victor Chang, US Attorney Counsel, LCS & Partners, Taiwan
• Mark Harty, US Attorney Counsel, LCS & Partners, Taiwan

• Outlook for asset management for companies vs wealth management for individuals
• Recent legislative changes affecting the growth of asset management and wealth management
• Discussion of selected legislative obstacles and hurdles

• SITE and SICE license framework
• How do you obtain a SITE and SICE license?
• Examining on some practical observations on offshore mutual fund products in Taiwan

• What are the basic regulatory framework
• Structure of a typical hedge fund
• Some practical observations on forming an offshore hedge fund

• Understanding the key regulatory changes affecting wealth management for individuals in Taiwan
• Evaluating the strategies and options available for estate planning for grantors and beneficiaries in Taiwan
• Practical observations on advising multijurisdictional rantors and beneficiaries

• Examining the basic regulatory framework
• Assessing the structure of a typical REIT
• Some practical observations on forming a REIT

• Structure of a typical international private equity fund
• Understanding the key issues facing managers of an international private
  equity fund
• Contrasting the key issues facing an investor/limited partner of an international private equity fund