The 11th Index and Indexing Investment Forum


September 19, 2017
Golden Ball, 2F, Double Tree by Hilton Shanghai-Pudong, 889 Yanggao Nan Road, Shanghai

Forum Agenda

  • 8:30-9:00

    Registration
  • 9:00-9:05

    Welcome
    Zhigang Ma (General Manager, China Securities Index)
  • 9:05-9:30

    Address
    Fushi Zheng (Deputy Secretary General, Asset Management Association of China)
    Yilin Xu (Deputy General Manager, Shanghai Stock Exchange)
    Hui Li (Deputy General Manager, Shenzhen Stock Exchange)
  • 9:30-10:00

    Opportunities for Overseas Investment Under the Belt and Road Initiatives
    Bin Qi (Deputy General Manager, China Investment Corporation)
  • 10:00-10:30

    Market Outlook Under an Investment Clock Framework
    Xunlei Li (Chief Economist, Zhongtai Securities)
  • 10:30-10:45

    Tea Break
  • 10:45-11:15

    Passive Investments – Evolution and Outlook of ETFs
    Jim Cao (Vice President, Passive Investment, North Asia, Deutsche Asset & Wealth Management)
  • 11:15-11:45

    Structure of Pension Fund Portfolio and Asset Allocation
    Clare Zhao (General Manager, Vanguard Investments Shanghai Limited)
  • 11:45-12:15

    Development of Leverage & Inverse Products in HK
    Brian Roberts (Senior Vice President, Head of Exchange Traded Products, Hong Kong Exchanges and Clearing Limited)
  • 12:15-13:15

    Lunch
  • 13:15-13:45

    Factor Based Investment and Applications
    Peng Chen (Chief Executive Officer, Asia & Pacific, Dimensional Fund Advisors)
  • 13:45-14:15

    FOF Development from Bank’s Perspective
    Hangyu Zhang (Deputy General Manager, Personal Banking Dept., ICBC)
  • 14:15-14:45

    Exploring ESG Investment in China Market
    Jian Gao (Deputy General Manager, Morgan Stanley Huaxin Fund Management)
  • 14:45-15:00

    Tea Break
  • 15:00-15:30

    Bond Indexing Investment Outlook
    Daode Gao (Deputy Director, Chief Analyst, Haitong Securities Research Institute)
  • 15:30-16:15

    Panel Discussion: The Direction of Indexing Investment Development in China
    • Moderator:
    • Yue Fan (Vice President, Chief Product Officer, E Fund Management)
    • Panelists:
    • Xiaowei Li (Deputy General Manager, General Manager of Quantitative Investment Dept., Fullgoal Fund Management)
    • Ya Zhang (Assistant General Manager, Associate Director of Innovation Business Dept., Harfor Fund Management)
    • Clare Zhao (General Manager, Vanguard Investments Shanghai Limited)
    • Athena Chu (Associate Director, Index and Quantitative Investment Dept., China Universal Asset Management)
    • David (Zhiyan) Xu (Ph.D, Managing Director of Indexing and Quantitative Investment Dept., Hua An Asset Management)
    • Yijiang Zuo (Dept. of Equity Derivatives, CITIC Securities)
  • 16:15

    End