The 5th Index and Indexing Investment Forum



  • 8:30-9:00

    Registration
  • 9:00-9:10

    Welcome
    Zhigang Ma
    General Manager, China Securities Index Co., Ltd.
  • 9:10-9:30

    Address
    Bin Qi(Director of Research Center, CSRC)
    Xinghai Fang(Director-General of Financial Services Office, Shanghai Metropolitan Government)
    Yujun Zhang(General Manager, Shanghai Stock Exchange)
    Ming Zhou(Deputy General Manager, Shenzhen Stock Exchange)
  • 9:30-9:55

    ETFs: Past, Present, and Future (in China)
    Sandra Lee(Managing Director, BlackRock, Head of iShares, Asia Ex-Japan)
  • 9:55-10:20

    The Impact on International Markets of ETFs
    Mohammed Apabhai(Head, Asia Pacific Trading Strategies, Citigroup Global Markets Asia Limited)
  • 10:20-10:35

    Tea Break
  • 10:35-11:00

    US ETF Trends
    Rodney Comegys(Principal, Investment Management, Vanguard)
  • 11:00-11:25

    To Quant or Not to Quant: That is the Question
    Viking Kwok(Co-Head of Quantitative Strategy/Custom Products, Macquarie Securities Group Asia Pacific)
  • 11:25-11:50

    New Advantage in Quantitative Index Strategy
    Jason Hsu(Chief Investment Officer, Research Affiliates, LLC)
  • 11:50-13:00

    Networking Lunch
  • 13:00-13:25

    atest Development of Index and Indexing
    Zhong Liu(Deputy General Manager, China Securities Index Co., Ltd.)
  • 13:25-13:50

    Performance Evaluation of Index Fund
    Lifeng Hu(General Manager, Research Center, China Galaxy Securities Co., Ltd.)
  • 13:50-14:15

    Algorithmic trading trends in Asia: Content and technology focus
    Neeraj Maskara(Head of Algorithmic Trading Solution, Thomson Reuters)
  • 13:15-14:30

    Tea Break
  • 14:30-15:05

    Panel: Exchange Strategy on ETF Product
    • Moderator: Yue Fan, Chief Product Officer, E Fund Management Co., Ltd.
    • Wenquan Chen, Director, Fund Mngt Dept., Shenzhen Stock Exchange
    • Calvin C K Tai(Head of Trading Division, HKEx)
    • Shin Chung Chen(Senior Vice President, Corporate Planning & Communication Dept., Taiwan Stock Exchange)
    • Xian Tang(Director Assistant, Product Development Dept., Shanghai Stock Exchange)
  • 15:05-15:40

    Panel: Application of the Index Future in Asset Management
    • Moderator: Sheldon Gao, President, China Universal Asset Management (HK)
    • Wencai Liu(Deputy Director, R&D Dept., China Financial Futures Exchange)
    • Biao Zhang(President, GTJA Securities Asset Management Co.,Ltd.)
    • Jianjun Shi(General Manager, Zhejiang YongAn Futures Brokerage Co., Ltd.)
    • Kenneth Kok(CFA, Executive Director, Goldman Sachs (Asia) L.L.C.)
  • 15:40-16:15

    Panel: Opportunity for QDII Investment
    • Moderator: Helen Huang, Deputy General Manager, Fortune SGAM FMC
    • Hing S. Tang, PhD, CFA, Managing Director, Head of Quantitative Strategy Business Unit
    • Jason Hsu, CIO, Research Affiliates, LLC
    • Parlo Sardi, CEO, ECP International S.A.
    • Kai Liu, General Manager Assistant, USB SDIC FMC
  • 16:30

    end