The 8th Index and Indexing Investment Forum


September 18, 2014 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 Managerz China Securities Index Co., Ltd.
  • 9:10-9:30

    Address
    China Securities Regulatory Commission
    Shanghai Stock Exchange
    Shenzhen Stock Exchange
  • 9:30-9:55

    Outlook of the Development of Global Indexing Investment
    Marco Montanari, Head of Passive Asset Management, Asia Pacific, Deutsche Asset & Wealth Management
  • 9:55-10:20

    China Opportunity under the Background of Shanghai - Hong Kong Stock Connect
    Kinger Lau, Chief China Strategist, Goldman Sachs
  • 10:20-10:35

    Tea Break
  • 10:35-11:00

    Development of Emerging Market and Opportunity for Commodity Investment
    David D. Lehman, Managing Director, Commodity Research and Product Development, Research and Product Development, CME Group
  • 11:00-11:25

    Economy Transition and Thematic Investment
    Xiaosheng Chen(Chief Strategy Officer, SWHY Securities)
  • 11:25-11:50

    Index Investment and Structured Funds
    Xiaowei Li(Deputy General Manager, Fullgoal Fund Management)
  • 11:50-12:30

    Panel Discussion 1: China Opportunity under the New Normal
    The above five speakers
  • 12:30-13:30

    Lunch
  • 13:30-13:55

    Shanghai - Hong Kong Stock Connect: Review and Outlook
    Zhirong Mao(Managing Director, Co-Head of Mainland Division, Hong Kong Exchange and Clearing Limited)
  • 13:55-14:20

    Leveraged and Inverse ETF
    Patrick Chung-Wen Liao, Senior Manager, Head of Quantitative Index Investment Department and Fixed Income Investment Department, Fubon Asset Management
  • 14:20-14:45

    Product Innovation in the Age of Options
    Fubing Liu(Head of Financial Engineering and Chief Analyst, Guotai Junan Securities Research)
  • 14:45-15:00

    Tea Break
  • 15:00-15:25

    Big Data Techniques and Asset Management
    Zheng Wang(Founder and CEO, Data Yes)
  • 15:25-16:10

    Panel Discussion 2: Index Products Development and Innovation
    • Donghui Shi(Director, Fund Market Dept,Shanghai Stock Exchange)
    • Wenquan Chen(Director, Fund Supervision Dept., Shenzhen Stock Exchange)
    • Hang You, Director(Index Dept, China Financial Futures Exchange)
    • Zhirong Mao(Managing Director, Co-Head of Mainland Division, Hong Kong Exchange and Clearing Limited)
    • The above four guests
  • 16:10

    end