The 7th Index and Indexing Investment Forum


September 12, 2013
Eton Hall, 5F, The Eton Hotel, 535 Pudong Avenue, Pudong New Area, 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
    Wenhui Yang(Vice Director, Dept. of Fund Supervision, CSRC)
    Wei Xie(Executive Vice President, Shanghai Stock Exchange)
    Haibo Liu(Assistant President, Shenzhen Stock Exchange)
  • 9:30-10:00

    New trends in the global ETF industry
    Marco Montanari(Managing Director, Head of Passive Asset Management, Asia Pacific, Deutsche Asset & Wealth Management Hong Kong)
  • 10:00-10:30

    Best practices for selecting a bond ETF
    Douglas Yones(Head of ETFs, Asia, Vanguard Investments Hong Kong Limited)
  • 10:30-10:45

    Tea Break
  • 10:45-11:15

    Treasury Bond Futures Product and Institution Design
    Zhongchao Li(Deputy Leader, Treasury Bond Futures Team, China Financial Futures Exchange)
  • 11:15-11:45

    Equal Risk Weighted Indices Construction
    Romain Barba(Vice President, Lyxor Asset Management)
  • 11:45-12:15

    How Sophisticated Investors can Enhance their Portfolio Using Leveraged/Inverse ETFs
    Drew Blackburn(Managing Director and Head of Asian Business Development, Direxion Asia Limited)
  • 12:15-13:30

    Lunch
  • 13:30-14:00

    ETFs in Portfolio Management
    Hengheng Zhao(Director, Hwabao Securities Research Institute)
  • 14:00-14:30

    The Development and Investment Experience of FOF Overseas
    Frank Henze(Managing Director, Head of Exchange Traded Funds, Asia Pacific, SSgA)
  • 14:30-15:00

    Factor Investing in the A-share Market
    Olivier d’Assier(Managing Director, Asia Pacific, Axioma. Inc.)
  • 15:00-15:15

    Tea Break
  • 15:15-15:45

    Commodity Indexing Investment, Global Experience and Local Opportunities
    David Lehman(Managing Director, Commodity Research & Product Development, CME Group)
  • 15:45-16:30

    the Expansion of Wealth Management Institutions and its Impact on Indexing Investment
    • Deying Wang(Vice General Manager, Bosera Asset Management Co., Ltd.)
    • Yu Yang(Managing Director, Harvest Fund Management Co., Ltd.)
    • Guangming Chen(General Manager, Orient Securities Asset Management Company Limited)
    • Yi Xing(Chief Investment Officer, TAIKANG Asset Management Co., Ltd.)
    • Jiwu Chen(General Manager, V.Stone Investment Management Co., Ltd.)
  • 16:30

    end