Summary:

Over the past year China’s economy was stable and improved. It has made new advances on all fronts of financial reform and opening-up: Shanghai Stock Exchange just launched its STAR Market and the new asset management rules were successfully carried out. At the same time, China A-shares were further included into MSCI indexes and Shanghai-London Stock Connect Program was initiated. Opportunities and challenges coexist in China’s indexing investment industry.

China Securities Index hosted the 13th China Index and Indexing Investment Forum on Nov 22nd 2019 in Shanghai. This event will bring together 300 domestic and worldwide experts and professionals for the development of indices and indexing investment. The attendees include professionals from regulators, stock exchanges, future exchanges, clearing houses, international and domestic institutional investors, custodians, investment banks and securities companies.

The 13th Index and Indexing Investment Forum


Agenda

  • 9:00-9:05

    Welcome
    Suyuan Lu (General Manager, China Securities Index)
  • 9:05-9:30

    Address
    Liuyi Pi (Vice Director, Dept. of Market Supervision, China Securities Regulatory Commission)
    Shaotong Liu (Deputy General Manager, Shanghai Stock Exchange)
    Zhaoyi Zhang (Chief Risk Officer, Shenzhen Stock Exchange)
    Qingbing Men (Vice Director, Financial Work Bureau of Shanghai Pudong New Area)
  • 9:30-10:00

    Strengthen Indexing Investment Capability & Promote Long-term Capital Entering the Market
    Rongsa Zhong (Vice President, Asset Management Association of China)
  • 10:00-10:30

    On Track: Outlook of China’s Macro Economy and Financial Market in 2020
    Chao Jiang (Chief Economist, Haitong Securities)
  • 10:30-10:45

    Tea Break
  • 10:45-11:00

    15 Years of the ETF Market at the Shanghai Stock Exchange: Retrospect and Outlook
    Wu Ye (Executive Director, Derivative & Funds Market, Shanghai Stock Exchange)
  • 11:00-11:15

    The Fund Market of the Shenzhen Stock Exchange: Thoughts and Enlightenment from Development
    Guoyou Zhou (Director, Dept. of Fund Supervision, Shenzhen Stock Exchange)
  • 11:15-11:45

    The Development of the NASDAQ Market and the NASDAQ ETF
    Tom Digby (Head of ETF Capital Markets, Asia Pacific, Invesco)
  • 11:45-13:30

    Lunch
  • 13:30-14:00

    Exploring the Application of Artificial Intelligence in Credit Bond Investment
    Kelvin Luo (General Manager, Ping An Asset Management)
  • 14:00-14:30

    Overseas Experiences of Strategic Beta Investment
    Philippe El-Asmar (Managing Director, Head of Asia Beta Strategies, J.P. Morgan Asset Management)
  • 14:30-14:45

    Tea Break
  • 14:45-15:15

    ETF Technology 2.0: New Trends and Applications for Institutional Investors
    Myung Je Park (irector of iShares ETF distribution team, Asia Pacific of BlackRock)
  • 15:15-15:45

    New Trend in Bond Investment: Using Innovative Strategy Indices
    Aibin Yang (General Manager, Peng Yang Asset Management)
  • 15:45-16:30

    Panel Discussion: The Next Decade of Indexing Investment in China
    • Moderator:
    • Zengtao Wu (Chief Marketing Officer, Southern Asset Management)
    • Panelists (In no Particular Order):
    • Xiaowei Li (Deputy General Manager, Fullgoal Fund Management)
    • Yu Yang (Managing Director, Harvest Fund Management)
    • Tao Yu (General Manager Assistant, HFT Investment Management)
    • Jianchang Ren (Managing Director, Taikang Asset Management)
  • 16:30

    End