The 8th Index and Indexing Investment Forum


September 22, 2015 Grand Ball Room, 3F, Jumeirah Himalayas Hotel, 1108 Meihua Road, 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
    Hao Xu(Vice Director, Dept. of Fund and Intermediary Supervision, China Securities Regulatory Commission)
    Wei Xie(Executive Vice President, Shanghai Stock Exchange)
    Liyang Jin(Chief Researcher, Shenzhen Stock Exchange)
  • 9:30-10:00

    New Landscape of Mainland Asset Management
    Jinxi Tang, Deputy President, Asset Management Association of China
  • 10:00-10:15

    Tea Break
  • 10:15-12:15

    Panel Discussion: Indexing Investment in A Background of Openness and Integration
    • 10:15-10:30

      Indexing Investment in the Age of Big Data
      Qingkui Meng(Head of Baidu Financial Center, Baidu)
    • 10:30-10:45

      ETF Innovations in Accessing China – Fixed Income
      Jane Leung(Managing Director, Head of iShares Asia Pacific, BlackRock Asset Management North Asia Limited)
    • 10:45-11:00

      Shanghai-Hong Kong Stock Exchanges Connectivity Mechanism(SHSECM) and Indexing Investment
      Yuntao Ti(Chief Analyst of Financial Engineering, Research Dept, CITIC Securities)
    • 11:00-11:15

      Volatility Index and Index Innovation
      Eugene Zheng(Senior Managing Director, CBOE)
    • 11:15-11:30

      Asset Manager’s Globalization Strategy: The Role of Index Products
      John Fu(Director, Product Management Dept, Harvest Fund Management Co., Ltd.E)
    • 11:30-12:15

      panel discussion
      More than five guests
  • 12:15-13:30

    Lunch
  • 13:30-14:00

    New Trends in the Development of Global Indexing Investment
    Marco Montanari, Managing Director, Head of Passive Asset Management, Asia Pacific, Deutsche Asset & Wealth Management Hong Kong
  • 14:00-16:15

    Panel Discussion: Development and Innovation in Indexing Investment
    • 14:00-14:15

      Shanghai Stock Exchange ETFs: Development and Innovation
      Donghui Shi, Director, Fund Market Dept, Shanghai Stock Exchange
    • 14:15-14:30

      Thoughts on the Innovation of Shenzhen Stock Exchange Fund Market
      Wenquan Chen, Director, Fund Supervision Dept, Shenzhen Stock Exchange
    • 14:30-14:45

      Taiwan Market ETF & Index Development
      Shin-Chung Chen, Senior Vice President, Corporate Planning & Strategy Dept, Taiwan Stock Exchange
    • 14:45-15:00

      Passive Investment and Pension Investment Management
      Shiqian Wang, Deputy Director, Equity&FI Investment Dept, National Council for Social Security Fund
    • 15:00-15:15

      Agent Betas - Application to Manager Selection
      Hing S. Tang, Managing Director, Head of Quantitative Strategy Business Unit, BOCI-Prudential Asset Management
    • 15:15-15:30

      Delivering on the Promise of Smart Beta
      Feifei Li, Director, Head of Research, Research Affiliates
    • 15:30-16:15

      Discussion
      The above six speakers
  • 16:30-17:00

    Afternoon Tea