The 10th Index and Indexing Investment Forum


September 20, 2016  Golden Ball, 2F, Double Tree by Hilton Shanghai-Pudong, 889 Yanggao Nan Road, Shanghai

Forum Agenda

  • 8:30-9:00

    Registration
  • 9:00-9:10

    Welcome
    Zhigang Ma (General Manager, China Securities Index)
  • 9:10-9:30

    Address
    Xiaoyong Wu (Vice Director, Dept. of Fund and Intermediary Supervision, China Securities Regulatory Commission)
    RongsaZhong (Deputy President, Asset Management Association of China)
    Dongke Zhang (Vice Chairman, Shanghai Stock Exchange)
    Representative (Shenzhen Stock Exchange)
  • 9:30-9:55

    Green Finance and Green Index
    Xianfeng Ma ( Vice President, China Institute of Finance and Capital Markets, China Securities Regulatory Commission)
  • 9:55-10:20

    A Shares' Investment Value in Global Perspectives
    Xunlei Li (Vice President, Chief Economist, Haitong Securities)
  • 10:20-10:35

    Tea Break
  • 10:35-11:00

    New Trends of Global Index Product Development
    Heidi Cai (Vice President, iShares APAC)
  • 11:00-11:25

    Demand for Index Products after Pension System’s Construction
    Xiangyang Jiang (General Manager, Bosera Fund Management)
  • 11:25-12:10

    Panel Discussion 1: Index Investment Products and Market Demand
    • Moderator: Yu Yang (Co-CEO, iGoldenBeta)
    • Wanru Xiao (Deputy General Manager, Asset Custodian Dept., ICBC)
    • Xiang Qin (Deputy General Manager, Asset Custodian Dept., China Merchants Securities)
    • Zengtao Wu (Chief Marketing Officer, China Southern Asset Management)
    • Hongtao Zhang (Director, Quantitative Investment Dept., China Asset Management)
    • Tianshu Chu (Deputy Director, Quantitative Investment Dept., China Universal Asset Management)
    • Di Wu (Executive Director, Quantitative Investment Dept., CPIC Asset Management)
  • 12:10-13:10

    Lunch
  • 13:10-13:35

    China’s New Elite: Using Smart Beta to Identify Tomorrow’s Leaders
    Carlos Diez (CEO, MarketGrader Capital)
  • 13:35-14:00

    Outlook of FOF Development in China
    Rachel Wang (Director of Manager Research China, MorningStar)
  • 14:00-14:25

    International Experience of FOF and Implications for Index Products
    James D. Martielli (Head of Portfolio Review, Asia, Vanguard Investments Hong Kong)
  • 14:25-14:50

    ESG Investment: Concept and Development Trends
    Frances Way,Co-Chief OperatingOfficer, Carbon Disclosure Project
  • 14:50-15:05

    Tea Break
  • 15:05-15:30

    A New Breakthrough: from Shanghai - Hong Kong Stock Connect to Shenzhen - Hong Kong Stock Connect
    Zhirong Mao (Managing Director, Head of Mainland Affairs,Hong Kong Exchanges and Clearing Limited)
  • 15:30-16:15

    Panel Discussion 2: Supervision and Service for Index Products
    • Moderator: Yue Fan (Executive Vice President¸Chief Product Officer, E Fund Management)
    • Donghui Shi (Director, Fund Market Dept., Shanghai Stock Exchange)
    • Qingzhong Li (Deputy Director, Fund Supervision Dept., Shenzhen Stock Exchange)
    • Sally Kwok (SVP, Cash Trading Dept., Hong Kong Exchanges and Clearing Limited)
    • Yamei Zhang (SVP, Corporate Planning & Strategy Dept., Taiwan Stock Exchange)
    • David Quah (Product Specialist, Mirae Asset Global Investments (HK))
    • GuixinGao (General Manager Assistant, Dacheng Fund Management)
  • 16:15

    End