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Investment and Asset Management, Finance

FT Investment Management Summit Asia 2015

Hong Kong |
Speakers include:
Andrew Wong Ho-yuen

Andrew Wong Ho-yuen

The Government of Hong Kong Special Administrative Region of the People’s Republic of China

Julia Leung

Julia Leung

Securities and Futures Commission

Andrew Tilton

Andrew Tilton

Goldman Sachs


Identifying and Executing Essential Growth Strategies

Investable assets in Asia are estimated at over US$10 trillion and predicted to grow by 10% annually over the next 10 years. Where will this growth come from? What will shape investment choices next year and in the next five years? How are asset managers adapting their strategies to meet heightened investor expectations against a backdrop of uneven global recovery and the potential for interest rate normalization?

Bringing together senior investors from across the region and internationally, the FT Investment Management Summit: Asia is an unrivalled forum for informed and stimulating debate on investment strategies that can most effectively protect and grow the expanding capital base of Asia’s pension funds, sovereign wealth funds, life insurance companies, endowments and other large institutions.

Join us on 18 June in Hong Kong and, with over 200 CEOs, CIOs and senior portfolio managers from across the Asian investment community, benefit from a complete view of the Asian investment landscape in one concise, information packed day.


This summit is qualified for 2 CPT hours and 2 CE hours for the CFA Institute Continuing Education (CE) Program by The Hong Kong Society of Financial Analysts (HKSFA)

HKSFA is recognized by The Securities and Futures Commission (SFC) as an institution for providing Continuous Professional Training (CPT) Program.



fallback Add to my Calendar 06/18/2015 08:15:0006/18/2015 19:30:00trueFT Investment Management Summit Asia 2015Identifying and Executing Essential Growth StrategiesInvestable assets in Asia are estimated at over US$10 trillion and predicted to grow by 10% annually over the next 10 years. Where will this growth come from? What will shape investment choices next year and in the next five years? How are asset managers adapting their strategies to meet heightened investor expectations against a backdrop of uneven global recovery and the potential for interest rate normalization?Bringing together senior investors from across the region and internationally, the FT Investment Management Summit: Asia is an unrivalled forum for informed and stimulating debate on investment strategies that can most effectively protect and grow the expanding capital base of Asia’s pension funds, sovereign wealth funds, life insurance companies, endowments and other large institutions.Join us on 18 June in Hong Kong and, with over 200 CEOs, CIOs and senior portfolio managers from across the Asian investment community, benefit from a complete view of the Asian investment landscape in one concise, information packed day.---------------------------------------------------------This summit is qualified for 2 CPT hours and 2 CE hours for the CFA Institute Continuing Education (CE) Program by The Hong Kong Society of Financial Analysts (HKSFA)HKSFA is recognized by The Securities and Futures Commission (SFC) as an institution for providing Continuous Professional Training (CPT) Program.---------------------------------------------------------VIEW OUR 2014 PHOTO GALLERYFT-Investment-Management-Summit-Asia-20154eaf43313f71a39fc4753cd92b488301MM/DD/YYYY

Welcome Address (1)

Andrew Wong Ho-yuen

Andrew Wong Ho-yuen

Permanent Secretary for Financial Services
The Government of Hong Kong Special Administrative Region of the People’s Republic of China

Andrew Wong is Permanent Secretary for Financial Services in the Hong Kong Government, a position he has held since 2014. He has served in various bureaux and departments in the Government including Permanent Secretary for Commerce, Industry and Tourism between 2011 and 2014, Permanent Secretary for the Civil Service from 2006 to 2010 and Permanent Secretary in the Chief Executive’s Office between 2005 and 2006. Prior to that he held positions including Special Representative for Hong Kong Economic and Trade Affairs to the European Communities, and Director of Administration. Mr Wong joined the Hong Kong Government as an Administrative Officer in 1992. He holds a Bachelor degree in business management from the Chinese University of Hong Kong and undertook post-graduate studies in public administration at Oxford University.

Keynote Speakers (3)

Julia Leung

Julia Leung

Executive Director, Investment Products
Securities and Futures Commission

Julia Leung is a member of the Securities and Futures Commission (SFC) and Executive Director with responsibility for the Investment Products Division, which regulates Hong Kong’s retail investment products market.  Prior to joining the SFC, Ms Leung was the Under Secretary for Financial Services and the Treasury from 2008 to 2013. Before that, she worked with the Hong Kong Monetary Authority for 14 years, spending the last eight years as the Executive Director responsible for financial cooperation with Mainland and other international regulators. She represented the HKMA at the Bank for International Settlement’s Committee on the Global Financial Systems. Ms Leung’s experience over the past 20 years of public service has included coordinating an initiative among Asian central banks that led to the launch of the Asian Bond Fund, helping to introduce the renminbi business in Hong Kong, and facilitating the issuance of yuan-denominated sovereign bonds by the Chinese Ministry of Finance as well as the issuance of other investment products in the offshore renminbi market.  Ms Leung holds first-class honours from The Chinese University of Hong Kong and a master’s degree in journalism from Columbia University. She was affiliated as a fellow of Chatham House, Harvard University’s Asia Center and the Official Monetary and Financial Institutions Forum during 2014.  Ms Leung also sits on the Committee on Real Estate Investment Trusts (Chairman), the Product Advisory Committee (Chairman), and the Executive Committee.

Andrew Tilton

Andrew Tilton

Chief Asia Pacific Economist
Goldman Sachs

Andrew serves as Chief Asia Pacific economist for Goldman Sachs. He relocated to Hong Kong in 2012 from the US economics team in New York. In New York, Mr Tilton wrote frequently on current economic issues, shared responsibility for the team’s economic forecasts for the United States, and also managed research and forecasting for the Canadian economy. He joined Goldman Sachs in 2003 as an associate in the US economics group in New York and was named managing director in 2009. Prior to joining the firm, Mr Tilton was a manager at McKinsey & Company as well as a research economist at the McKinsey Global Institute. He also worked at William Kent International as a consultant to US firms in China, India and Japan, and served as senior advisor to the Office of International Affairs in the US Treasury. Mr Tilton holds degrees in economics from Stanford University and the London School of Economics.

Zhou Yuan

Zhou Yuan

Chief Strategy Officer
China Investment Corporation

Zhou Yuan is Chief Strategy Officer of the China Investment Corporation. He was previously Head of the Alternative Investment Department, Special Investment Department, and Asset Allocation and Strategic Research Department. Prior to joining CIC, Mr Zhou was Executive Vice Chairman of the Hong Kong Mercantile Exchange, Head of Asia business development at Chicago Mercantile Exchange, and President of Zeta Institute of Finance and Risk Management. He also held consulting and executive positions at various finance and investment institutions, and senior executive positions in finance, treasury, risk and clearing at the Hong Kong Futures Exchange. Mr Zhou was also formerly UBS’ senior banker in China and Head of Research at State Street Bank in Boston. He attended Peking University and holds a Master's degree from Brandeis University in the US.

Speakers (19)

Donald Amstad

Donald Amstad

Director - Business Development
Aberdeen Asset Management Asia

Donald Amstad has been a Director of Aberdeen Asset Management Asia Ltd since joining the company in Singapore in March 2007. He started his career in London at Nomura before moving on to JP Morgan, Bank of America and JP Morgan Asset Management.  He has almost 30 years’ experience in fixed income markets and has lived in Asia for over 15 years.  Mr Amstad holds a BA in PPE from Trinity College Oxford.

Raymond Chan

Raymond Chan

Chief Investment Officer, Equity Asia Pacific
Allianz Global Investors

Raymond Chan is Chief Investment Officer, Equity Asia Pacific at Allianz Global Investors.  In this role he is responsible for all equity and balanced investment professionals in Asia Pacific excluding Korea, reporting to the Global CIO in London, and is the Chairman of the Global Balanced Investment Committee and the Regional Portfolio Management Group (RPMG) in Hong Kong. He has overall responsibility for the investment process and performance and is a full member of the Global Investment Management Group and Global Policy Council. He has over 25 years of portfolio management experience in the region and is the lead manager for the Core Regional (Asia Pacific ex-Japan equity) products.  Prior to joining the Group, Mr Chan was an Associate Director and Head of Greater China team with Barclays Global Investors in Hong Kong, where he specialized in Hong Kong, China and Taiwan stock markets and managed single country and regional portfolios. He is a CFA charterholder and holds an MA in Finance and Investment from the University of Exeter and a BA in Economics from the University of Durham, UK.

Frédéric Ducoulombier

Frédéric Ducoulombier

Founding Director
EDHEC Risk Institute - Asia

Frédéric Ducoulombier is the founding director of EDHEC Risk Institute-Asia and an associate professor of finance at EDHEC Business School. He also serves on the Consultative Working Group of the Financial Innovation Standing Committee established by the European Securities and Markets Authority. He has most recently co-authored EDHEC-Risk Institute's influential contributions to international regulatory consultations on ETFs, indices and benchmarks as  well as publications on the purported risks of ETFs, non-financial risks in fund management, and the index transparency and governance requirements of institutional investors. Prior to establishing the Asian operations of EDHEC-Risk Institute, he founded and developed the Institute's executive education operations and initiated and developed its PhD in Finance programme.  Since April 2015, he heads business development for the Institute's index provision venture,  ERI Scientific Beta, in the Middle-East and Asia Pacific ex Japan.

Charles Firth

Charles Firth

Head Equity Structuring Team, Asia Pacific
Credit Suisse

Charles Firth is Head of Credit Suisse’s Equity Structuring Team, Asia Pacific, and is a Director of Credit Suisse based in Hong Kong. He joined Credit Suisse from UBS in 2009 where he had held the same position. Mr Firth started his career with Barclays Capital, where he set up their Equity Derivatives Group’s presence in Tokyo. He has over a decade of structuring experience across equities, funds, commodities and hybrids, and has designed investment products throughout the region. Mr Firth holds a Master of Chemistry degree from Oxford University, and also earned the FRM designation.

Amar Gill

Amar Gill

Head of Asia Research

Amar Gill is Head of Asia Research at CLSA.  He was previously head of research in Malaysia and Hong Kong and head of thematic research.  He has coordinated CLSA’s research on corporate governance since 2000 and is the company’s representative on the Asian Corporate Governance Association Council.  Mr Gill’s career in finance began in foreign exchange with Chemical Bank, Singapore.  He then switch to equity research in 1991.  He is a chartered financial analyst and holds a first-class joint BA in Philosophy, Politics and Economics, as well as an MPhil from Oxford University. 

Brian Ingram

Brian Ingram

General Manager
Russell Investment Advisors (Shanghai) Co. Ltd

Brian Ingram, CFA, is the General Manager at Russell Investment Advisors (Shanghai) Co Ltd and was previously the Chief Investment Officer at PingAn Russell Investments (PAR). 

 As head of PAR’s investment management committee, Mr Ingram was responsible for building the firm’s proprietary understanding of China’s market risk factors.  Prior to this role, he worked as a senior research analyst with Russell Investments in London, leading Russell's global manager research effort in currency managers. Mr Ingram was also a senior member of the team responsible for global fixed income research, and actively contributed to the firm's global equity and absolute return strategies.  He is a graduate of Yale University, USA.

Dan Kiang

Dan Kiang

Ontario Teachers’ Pension Plan

Dan Kiang joined Ontario Teachers’ Pension Plan's Hong Kong office in 2014 and is responsible for direct equities investments in Asia. He has led over six investments since joining Teachers. Mr Kiang has more than 14 years of experience investing in Asia.  He was previously Managing Director at Mount Kellett Asia and was a Director at Merrill Lynch Asia responsible for its corporate principal investments in the Greater China region.  He started his career as an investment banker with Merrill Lynch in New York. Mr Kiang holds a BA, Magna Cum Laude in Economics with a Certificate in East Asian Studies from Princeton University.

Vincent Kwan

Vincent Kwan

Director and General Manager
Hang Seng Indexes Company Limited

Vincent Kwan is Director and General Manager of Hang Seng Indexes Company Limited.  He joined Hang Seng Bank in 1998 as Chief Economist and continued to work in that capacity until October 2007.  In March 1999, he was appointed Director and General Manager of Hang Seng Indexes Company Limited.  Prior to joining Hang Seng, Mr Kwan worked as a sell-side analyst with responsibility for analysing listed companies and various industries as well as for economic forecasting.

Ted Lee

Ted Lee

Senior Portfolio Manager, External Portfolio Management, Public Markets Investments
Canadian Pension Plan Investment Board

Ted Lee is a Senior Portfolio Manager for the Canada Pension Plan Investment Board overseeing the development of their Asia Pacific exposure. Prior to joining CPPIB he was a Managing Director at Blackstone in the Funds of Hedge Fund Solutions team based in Hong Kong. He also served on BAAM's Investment Committee.  Prior to Blackstone, Mr Lee was the Senior Portfolio Manager for SPARX Asset Management’s fund of funds based in Hong Kong where he was responsible for manager selection and monitoring, and portfolio management. From 1997 to 2001, he served as Chief Financial Officer of Legacy Advisors in Hong Kong, where he oversaw both investment and non- investment activities. Previously, he was Asia’s Regional Controller for Philips Electronics. Mr Lee began his career at KPMG as an auditor in New York.  He holds a BS in Accounting and International Business from New York University’s Stern School of Business, is a Chartered Financial Analyst and a Certified Public Accountant.

Steven Moeller

Steven Moeller

Managing Director, Portfolio Manager, Head of Investment Solutions, Asia
Franklin Templeton Investments (Asia) Ltd Hong Kong

Steven E. Moeller is a managing director for Franklin Templeton Solutions, responsible for developing and managing multi-asset, multi- strategy investment solutions for institutional and retail clients in the Asia Region. Mr Moeller joined Franklin Templeton Investments in 1999. He has more than 25 years of investment industry experience in the areas of portfolio management, institutional investment consulting, asset allocation, quantitative analysis, product management, and product development. Prior to joining Franklin Templeton Solutions, Mr Moeller was a managing director overseeing Institutional Product Management for Franklin Templeton Institutional. Before joining the firm, he held positions with PIMCO Advisors/Columbus Circle Investors, Bankers Trust Company and Wilshire Associates. Mr Moeller holds a BS in economics and an MBA from the University of Wisconsin-Madison. He is a Chartered Financial Analyst (CFA) Charterholder.

Rajendra Pai

Rajendra Pai

Head - Strategic Investments

Rajendra Pai is currently Head of Strategic Investments at ITOCHU and tasked with development and deployment of the company’s investment strategy in Asia (ex Japan).  Prior to returning to Asia, he was a Director with the same firm in its investment arm in New York. There he was lead member of a team of investment professionals that managed over US$2 billion of assets with a track record of investments and exits across industry sectors such as brand management, retail, operations, services & maintenance, power, industrial distribution and manufacturing, financial services, health care, security and IT/Multimedia. He played a key role in the management of the portfolio companies.  Mr Pai has worked and lived in Mumbai, London, New York and now calls Singapore home. He is a Sloan Fellow and holds a degree in Chemical Engineering from University of Pune.

Trevor Persaud

Trevor Persaud

Managing Partner

Trevor Persaud joined Stradegi in 2014 as Managing Partner. Prior to joining Stradegi, he was CEO of Russell Investments in Singapore and Managing Director of Russell’s business in ASEAN and Taiwan responsible for their asset management, consulting and investment implementation services. Prior to Russell, Mr Persaud held senior management positions at Prudential (now Eastspring), Insight Investment, MSCI and Schroders responsible predominantly for Investment Risk and Performance.  Mr Persaud is the Chair of the GIPS Executive Committee and an Advisor to the Investment Management Association of Singapore and the chair of its Risk and Performance committee.  He is a qualified management accountant (ACMA), and was conferred the distinguished Financial Industry Certified Professional (FICP) title by The Institute of Banking & Finance in Singapore.

Francis So

Francis So

Head of Dealing (Asia)
BNP Paribas

Francis So is the Head of Dealing (Asia) for BNP Paribas Dealing Services Asia Ltd which is an outsourced dealing desk for the buy side.  He is responsible for the overall dealing process covering the Pan Asian markets across several asset classes (equity, CBs, fixed income and listed derivatives).  He has more than 20 years experience in trading and his previous job experience include working for Fidelity International (HK) as a senior trader and Head of Dealing with Baring Asset Management (HK).  Mr So holds a Bachelor of Business Administration from York University, Toronto. He is a member of ASIFMA and FIX protocol.

Stephen Suen

Stephen Suen

Founding Chairman
Marga Group

Dr Stephen Suen is the Founding Chairman of Marga group of companies actively leading the various Marga initiatives in Myanmar. He has over 30 years of international experience in the world of real estate, finance, telecommunication and management of private and public companies.  He was one of the founding team members of Macquarie Bank, serving as Head of Property Asia at the head office. He was an advisor to Hong Kong Institute of Real Estate and was appointed previously by the HKSAR Chief Executive to serve in Hong Kong’s Estate Agents Authority as a founding committee member. Dr Suen also established Treasure Land Property Consultants, China-way Corporation, and Global Call. He is named Myanmar’s Real Estate Personality of the year 2015 at the inaugural Myanmar Property Awards.

Jeffrey Tan

Jeffrey Tan

Regional Director, Investment Management & Corporate Finance, Asia

Jeffrey Tan is Regional Director at Ageas, overseeing the investment management and asset liability management solutions across the firm’s life, and property and casualty businesses in Asia.  He is also responsible for Ageas’ corporate finance activities and capital management strategies in Asia.  Mr Tan is a member of Ageas group’s ALM and Investment Committee and serves on the supervisory board of Taiping Asset Management (China).  He was previously Head of Planning and Risk Management for Asia at Ageas.  His career included positions with BNP Paribas Fortis, AG Insurance, Muang Thai Life Assurance and the Ministry of Finance Singapore.  Mr Tan holds a TRIUM Global Executive MBA jointly conferred by the Stern School of Business at New York University, the London School of Economics and Political Science and École des Hautes Études Commerciales de Paris.  He is a CFA charter-holder and a certified FRM.

Richard Tang

Richard Tang

Chief Executive Officer
ICBC Credit Suisse Asset Management (International)

Richard Tang is the Chief Executive Officer of ICBC Credit Suisse Asset Management (International) Company Limited, the international arm of ICBC Credit Suisse Asset Management Company Limited (ICBCCS). ICBCCS is a joint venture between the Industrial and Commercial Bank of China (ICBC) and Credit Suisse. Prior to joining ICBCCS in 2013, Mr Tang was the Head of International Business and Portfolio Manager at Bank of China Investment Management. Prior to that, he was a portfolio manager at Prudential Financial Holdings in the US.   He is a firm believer in and an early advocate of RMB internationalization. He has been leading various initiatives on RMB cross-border investments, including RQFII and QDII programs, and is a frequent speaker on this topic.

Craig Thorburn

Craig Thorburn

Director, Emerging Markets
Future Fund

Craig Thorburn is Director of Emerging Markets at Future Fund. He has responsibility for developing the Fund’s understanding of emerging and frontier markets and working with the investment strategy and asset class teams to incorporate these insights into overall decision-making. He is also a member of the Future Fund’s Investment Committee. Mr Thorburn has been with the Future Fund since the Fund was established in 2006 and from the outset he was a key member of the investment strategy team which was responsible for developing the Fund’s overall portfolio construction and asset allocation. He is an economist by training and started his career in the Australian Department of The Treasury before working with the Australian Government’s debt management office, the Australian Office of Financial Management.

Tuan Le Anh

Tuan Le Anh

Deputy CIO and Chief Economist
Dragon Capital Group

Tuan Le Anh is Deputy CIO and Chief Economist at the Dragon Capital Group.  He joined the company in 2008 and supervises virtually all of Dragon’s effort on top-down and bottom-up investment analysis.  Dr Tuan serves on the Investment Committee of several funds managed by Dragon and by its domestic asset-management subsidiary VFM. In addition to his normal duties at Dragon, he has led numerous technical assistance projects for the firm with the State Bank of Vietnam, the Ministry of Finance, and the State Treasury, all having a focus on macro policy and capital-markets development. He is a lecturer at the University of Economics, Ho Chi Minh City.  Dr Tuan holds a PhD in Economics from Pennsylvania State University.

Xiaofeng Zhong

Xiaofeng Zhong

CEO, North Asia
Amundi Hong Kong Limited

Mr Xiaofeng Zhong joined Amundi Hong Kong Limited in November 2011 as Deputy Chief Executive Officer, Sales and Marketing, and was appointed Chief Executive Officer, North Asia in September 2012. He is responsible for promoting Amundi Group’s expertise to institutional clients and third-party distributors in North Asia (mainly Mainland China, Hong Kong, Taiwan and South Korea) as well as the management of Asian Equity and Asian Balanced expertise for all clients of the Amundi Group. Prior to joining Amundi, Mr Zhong worked at Groupe Crédit Agricole from 1996, holding various positions in France and Greater China mainly within the investment banking arm. His most recent role prior to joining Amundi was Managing Director of CA-CIB Beijing branch. Mr Zhong holds a PhD in Political Studies and a DEAs (Postgraduate Diploma) in Political Studies and International Relationsfrom the Institut d’Etudes Politiques de Paris.  He also holds an MA from Sun Yat-Sen University in Guangzhou, China.


Chair and Moderators (4)

Jennifer Hughes

Jennifer Hughes

Asia Capital Markets Editor
Financial Times

Jennifer Hughes is the FT's Asia Capital Markets Editor and has been based in Hong Kong since 2012. Before taking on her current role, she covered banking and finance in the region and ran the Lex column in Asia, providing daily views on corporate developments and market trends. Ms Hughes previously reported for the Financial Times in London and New York, covering currencies, capital markets, credit, derivatives, financial regulation, accounting and bank finance. She also regularly contributes columns on Asian markets and finance trends. Ms Hughes has a BA in History from the University of Exeter, and an MSc in Business and Journalism from Columbia University.

Chris Newlands

Chris Newlands


Chris Newlands is the editor of the FT's fund management section FTfm. Before that he was managing editor of Ignites Europe, the FT's fund management newswire, joining the FT Group in 2003 as a senior reporter from EuroWeek. He is author of the Virgin Money Maker, the personal finance guide published by Virgin Books, and was winner of State Street's investment journalist of the year (alternatives) in 2012. He has written for FT Wealth, The Banker, Investment Adviser, Credit, Euromoney, TimeOut, CNN and The Guardian, and is a graduate in Economics.

Kylie Wong

Kylie Wong

Managing Editor
Ignites Asia

Kylie Wong is Managing Editor of Ignites Asia. She joined the publication in January 2011 as a reporter covering Malaysia, Indonesia, Thailand, Vietnam and the Philippines. In August 2012 she became Associate Editor covering Hong Kong and Japan. Prior to Ignites Asia, she was a sub-editor at the English news desk of the Hong Kong Economic Journal.

Toby Garrod

Toby Garrod

MandateWire Asia

Toby Garrod, Editor of MandateWire Asia at the Financial Times, has been working in business and finance journalism since 1997, writing across a number of international publications, including Asia Risk, FinanceAsia, Asia Asset Management, and The Asset, as well as contributing to market analysis output from the Economist Intelligence Unit. Before moving to Hong Kong in 2012, he lived in Taiwan for 13 years, where, aside from freelancing, he spent six years as an Editor for the equity and macroeconomic research division of KGI Securities. Mr Garrod has a Master’s degree in Asia Pacific Studies from Leeds University, UK, and a Bachelor’s degree in Communications and Sociology from Goldsmiths at the University of London.


Why Attend?

  • Benefit from a comprehensive, high level gathering of investors in public markets and private equity sharing their insights on lucrative areas of investment opportunity
  • Assess how and where passive, active and rules-based strategies should fit into your investment portfolio and what are the risks?
  • Discuss the outlook for equities vs. fixed income? Will this be the year of equities as corporate growth continues to strengthen?
  • Evaluate the outlook for emerging and frontier markets – is the BRIC era over and where will new growth come from?
  • Join the debate on China and its long-term growth prospects as capital markets open to international investors
  • Meet old friends and build new networks with senior executives from institutional investors, family offices, private equity firms, asset managers, hedge funds, private banks and more

Agenda - 18th Jun

  • 8:15am
    Breakfast and Registration
  • 9:00am
    Opening Remarks from the Chair

    Jennifer Hughes, Asia Financial Correspondent, Financial Times

  • 9:05am
    Welcome Address

    Andrew Wong Ho-yuen, Permanent Secretary for Financial Services, The Government of Hong Kong Special Administrative Region of the People’s Republic of China

  • 9:20am
    Economic Keynote – Asia's economic outlook in the year ahead

    Andrew Tilton, Chief Economist, Asia Pacific, Goldman Sachs

  • 9:50am
    Investor Panel Discussion: Asset allocation in the Recovering Global Economy – Balancing Return and Risk

    Rising optimism for a broad global recovery vs the struggle for growth in Europe and Japan, a ‘new normal’ in China, and the potential for rising interest rates in the US, are giving investors much food for thought as they plan investments for the year ahead. Is how the right time to reshape asset allocation towards more dynamic investing?Will 2015 be the year of equities as corporate growth continues to strengthen? What factors will influence the balance between equities, fixed income and alternatives? How are investors balancing risk vs. return?


    Dan Kiang, Director, Ontario Teachers’ Pension Plan

    Ted Lee, Senior Portfolio Manager, External Portfolio Management, Public Markets Investments, Canada Pension Plan Investment Board

    Richard Tang, Chief Executive Officer, ICBC Credit Suisse Asset Management International 

    Moderator: Jennifer Hughes, Asia Financial Correspondent, Financial Times 

  • 10:45am
    Networking Break
  • 11:15am
    Keynote Address

    Julia Leung, Executive Director, Investment Products, Securities and Futures Commission

  • 11:35am
    Panel Discussion: Reassessing the Outlook for Emerging and Frontier Markets in 2015

    The emerging markets universe is undergoing dramatic change as the Bric countries – excluding perhaps India – fall back while the others seem to be reaping the benefits of positive global demand. Is the Bric era over or is this just a short-term slow down? How should investors approach emerging markets in the new global economy – where will growth come from? Will the newly formed governments in India and Indonesia deliver on promises of reform? How are the rising dollar and weaker yen impacting on emerging market currencies? What are the investment prospects in frontier markets eg. Myanmar?


    Craig Thorburn, Director, Emerging Markets, Future Fund

    Tuan Le Anh, Deputy CIO and Chief Economist, Dragon Capital

    Raymond Chan, Chief Investment Officer, Equity Asia Pacific, Allianz Global Investors

    Donald Amstad, Director - Business Development, Aberdeen Asset Management Asia

    Stephen Suen, Founding Chairman, Marga Group

    Moderator:  Chris Newlands, Editor, FTfm

  • 12:30pm
    Networking Lunch
  • 1:35pm
    Sponsor Q&A: New portfolio protection techniques and advances in product delivery for today's Asia-based investors

    Charles Firth, Head Equity Structuring Team, Asia Pacific, Credit Suisse

    Moderator: Toby Garrod, Editor, MandateWire Asia

  • 1:45pm
    Panel Discussion: Generating Growth Through Direct, Indirect and Co-Investments in Alternatives

    The uncertain outlook for bond and equity markets through 2014 and into 2015 has led growth-hungry investors to allocate more to alternatives. But what is the best route to investing in this fast growing asset class? What are the drivers and constraints of direct, indirect or co-investment routes for investors? When should investment though consortiums or fund of funds be considered? Do lower investment costs outweigh the risks?


    Jeffrey Tan, Regional Director, Investment Management & Corporate Finance, Asia, Ageas

    Rajendra Pai, Head - Strategic Investments, ITOCHU

    Steven Moeller, Managing Director, Portfolio Manager, Head of Investment Solutions Asia, Franklin Templeton Investments (Asia) Ltd Hong Kong

    Moderator:  Toby Garrod, Editor, MandateWire Asia

  • 2:30pm
    Panel Discussion: Beating the Market – Passive, Active or Rules Based Strategies?

    High costs and the desire for greater yield are driving growing numbers of investors to reassess their allocations between passive and active strategies, with strategic beta approaches blurring the lines between the two.  In this new environment what does the future hold for active funds? Are some markets more suited to passive investing than others?  Is now the right time for Asia-based investors to tap the smart beta market? Can they achieve sufficient diversification of their smart beta investments? Why are some institutions still skeptical about this strategy?


    Brian Ingram, General Manager, Russell Investment Advisors (Shanghai) Co Ltd.

    Trevor Persaud, Managing Partner, Stradegi

    Frédéric Ducoulombier, Founding Director, EDHEC Risk Institute - Asia

    Amar Gill, Head of Asia Research, CLSA

    Moderator:  Kylie Wong, Managing Editor, Ignites Asia

  • 3:20pm
    Networking Break
  • 3:50pm
    In Conversation with FT

    Zhou Yuan, Chief Strategy Officer, China Investment Corporation

    Interviewed by: Jennifer Hughes,  Asia Financial Correspondent, Financial Times

  • 4:20pm
    Panel Discussion: China, Hong Kong, and the World – The Long View

    In 2014 the Chinese government took significant steps towards opening up its capital markets to global investors, with the Hong Kong-Shanghai Stock Connect attracting large flows of capital. Will trading continue to increase as more overseas fund houses receive approval from regulators to sell their funds through the Stock Connect? Is the PRC government likely to open up other avenues for foreign investment in the newly proposed free trade zones: Guangdong, Tianjin and Fujian? Will Hong Kong remain a top choice for Chinese companies looking to go public, or will this change as China gains more access to global capital markets for bond and loan financing?


    Xiaofeng Zhong, Chief Executive Officer, North Asia, Amundi Hong Kong Limited

    Vincent Kwan, Director and General Manager, Hang Seng Indexes Company Limited

    Francis So, Head of Dealing (Asia), BNP Paribas 

    Moderator: Jennifer Hughes,  Asia Financial Correspondent, Financial Times

  • 5:20pm
    Closing Remarks
  • 5:30pm

Who Attends?

FT Live has a reputation for delivering very senior board level audiences to attend a wide range of world class thought-leadership events across the globe for nearly 40 years. 

The FT Investment Management Summit Asia will be attended by CEOs, CIOs and senior portfolio managers from: 

  • Institutional investors
  • Private equity firms
  • Asset management companies
  • Hedge funds
  • Family offices
  • Private banks

 List of Key Institutional Investors and Participants with AMU $9,979 billion (Source: MandateWire): 

  • ACE Insurance Limited
  • AIA
  • Airport Authority
  • Anbang Capital, Hong Kong 
  • Bank of China Bank of China (Hong Kong) Limited
  • Bank of Japan BCT Financial Ltd (BCTF)
  • BOCG Life Assurance
  • Canada Pension Plan Investment Board
  • Cathay Bank Cathay Financial Holdings
  • CCB Internatiaonl
  • China BOCOM Insurance Co., Ltd.
  • China Life Insurance (Overseas) Co Ltd
  • China Orient Summit Capital
  • China Taiping Insurance Group
  • Chinese University of Hong Kong
  • CIGP
  • Colony Capital
  • Colony Capital Asia
  • Crédit Agricole CIB
  • Dah Sing Life
  • EIG Global Energy Partners
  • Emintad - Third Millennium World Global Investment Fund
  • FWD Life Insurance Company (Bermuda) Limited
  • Grace Financial
  • Guggenheim Investment Advisors, Hong Kong
  • Hang Seng Bank
  • Hanwha Life
  • Hillhouse Capital Management
  • Hong Kong Jockey Club
  • Hong Kong Monetary Authority
  • Hongkong Electric Company
  • Hospital Authority Provident Fund Scheme Housing Authority
  • Housing Department, Hong Kong
  • HSBC
  • Hutchison Whampoa Limited
  • ICBC-Credit Suisse
  • Japan Post Bank
  • Kuwait Investment
  • Lockheed Martin Investment Management
  • Lp Group, Fact Hong Kong Limited
  • Maldives Pension Administration Office
  • Manulife Asset Management, HK
  • Manulife International
  • Mercer
  • MetLife
  • National Australia Bank Limited
  • NBC Financial Markets Asia
  • Okasan Asset Management
  • Pacific Hawk Limited
  • Permal (Hong Kong)
  • Ping An Trust
  • Platinum Holdings Company
  • Primest Capital
  • Prudential
  • Pure Heart Cap.
  • SinoPac Asset Management, Asia
  • Sun Life Hong Kong
  • Swiss Reinsurance Company
  • Taiping Securities, Hong Kong
  • The Association of the Luxembourg Fund Industry
  • The Hong Kong University of Science and Technology
  • The Treasury, Hong Kong
  • Towngas
  • University of Hong Kong
  • University of Richmond
  • Wing On Department Stores
  • Zhongrong Life Insurance


Four Seasons Hotel
8 Finance Street, Central

Hong Kong

Tel: +852 3196 8888


Co-organisers (4)

Financial Times Live (FT Live) is the global conferences and events division of the Financial Times Group. Chaired by senior journalists from the Financial Times Group, the summits, conferences, awards and strategic forums organised by FT Live gather the world’s brightest minds and most influential decision-makers.

Exclusive on-stage interviews, stimulating presentations and lively panel debates – available on multiple content platforms – provide the cutting-edge insights, unique personalities and peer audience engagement that have the power to transform finance, business, politics, society and culture.

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. In 2016 the FT passed a significant milestone in its digital transformation as digital and services revenues overtook print revenues for the first time. The FT has a combined paid print and digital circulation of more than 910,000 and makes 60% of revenues from its journalism.

FTfm is the voice of the global fund management industry, providing must-have news and sharp analysis to the world’s top asset managers and professional investors.

Ignites Asia, a Financial Times service, is an online source of news, business intelligence and analysis for and about the asset management industry in Asia. Ignites Asia is the sister publication to Ignites in the U.S.and Ignites Europe. Ignites Asia is a must-read for all executives, managers and consultants who conduct business throughout Asia and need to know the latest developments within the asset management industry. Coverage in Ignites Asia includes 12 countries in Asia, retail, high-net-worth and institutional markets, asset management sales and marketing, legal and compliance, operations and technology, business and people moves, investment management services, regulatory developments, investment mandates, investment products, industry trends, markets, and more. Ignites Asia is your one-stop shop for news on the Asian asset management industry.

Part of the Financial Times Group, MandateWire provides European, North American and Asian money managers with rapid, reliable and high-value business intelligence on institutional asset flows - helping them to win the race for mandates. Although MandateWire fully covers the public domain, its value lies in the information it sources from private funds - information that’s extremely hard to find elsewhere.

Gold Sponsors (3)

Aberdeen is one of the top five European pure-play, global asset managers. Aberdeen's vision is to become the world's most trusted partner in delivering investment simply.
We are defined by our pure focus on asset management, including equities, fixed income, property and multi-asset portfolios. All our investment solutions are driven by our commitment to straightforward, transparent investment approaches that stress intensive, first-hand research and a long-term view.
As of 30 June 2016, we manage assets of £301 billion (€362 billion, US$402 billion) on behalf of institutional and private investors.

ICBC Credit Suisse Asset Management Company Limited (ICBCCS), a China specialist with headquarters in Beijing, is the joint venture between the Industrial and Commercial Bank of China (ICBC) and Credit Suisse.

Since establishment in 2005, the firm has upheld the philosophy of “Providing Excellent Investment Management Services to Clients with Prudence” as a responsible fiduciary. Leveraging on the support of the two strong shareholders, ICBCCS has been a leader in China, providing first-class investment management and advisory services for over 13million institutional and retail clients. It is also one of the few asset managers with full licenses in China.

As of Dec 31, 2015, the firm has over 500 employees and over RMB 950 billion asset under management.

Marga Group is an international syndicate with a Myanmar focus. Our primary activities are real estate, telecommunications and finance.

Our group derived its name from the Sanskrit word Marga, which means “path” in English, the Buddhist path to enlightenment. Our group seeks to be the pathway for investors to discover the wonderful opportunities in the famous Golden Land, Myanmar.

Our shareholders and directors are comprised of world-class professionals from Australia, Hong Kong, Korea, Singapore, the United Kingdom, and the United States. Our international team has extensive real estate development, corporate finance, property and fund management experience in Hong Kong, China, Australia, United Kingdom, Thailand, Malaysia and the Middle East. Our group is currently involved in and looking into several projects in Myanmar. Our flagship project in central Yangon is Dagon City One, a 22-acres mixed-use urban development.

Marga aims to become the most trusted and successful overseas conglomerate in Myanmar

Silver and Cocktail Sponsor (1)

Amundi is the No.1 European Asset Manager and in the Top 10 worldwide1 with AUM of more than $1 trillion worldwide2.

Located at the heart of the main investment regions in more than 30 countries, Amundi offers a comprehensive range of products covering all asset classes and major currencies.

Amundi has developed savings solutions to meet the needs of more than 100 million retail clients worldwide and designs innovative, high-performing products for institutional clients which are tailored specifically to their requirements and risk profile.

The Group contributes to funding the economy by orienting savings towards company development.

Amundi has become a leading European player in asset management, recognised for:

- Product performance and transparency;
- Quality of client relationships based on a long-term advisory approach;
- Efficiency in its organisation and teams’ promise to serving its clients;
- Commitment to sustainable development and socially responsible investment policies.

1. No.1 European asset manager based on global assets under management (AUM) and the main headquarters being based in Europe– Source IPE “ Top 400 asset managers” published in June 2015 and based on AUM as at December 2014.

2. Amundi Group figures as of 31 December 2015.

Silver Sponsor (1)

BNP Paribas Investment Partners is the dedicated, autonomous asset management business of BNP Paribas Group and offers the full range of asset management services to both institutional and retail clients around the world. We have more than 600 investment professionals globally1, each specialising in a particular asset class. Our total assets under management is EUR 530 billion1.

1Source: BNP Paribas Investment Partners, as of end 2015, assets under management and advisory

Bronze Sponsor (1)

Allianz Global Investors is a diversified active investment manager with a strong parent company and a culture of risk management. With 24 offices in 18 countries, we provide global investment and research capabilities with consultative local delivery. We have more than EUR454 billion in AUM for individuals, families and institutions worldwide and employ 547 investment professionals. (As at 31 March 2015)

At Allianz Global Investors, we follow a two-word philosophy: Understand. Act. It describes how we look at the world and how we behave. We aim to stand out as the investment partner our clients trust by listening closely to understand their challenges, then acting decisively to provide them with solutions that meet their needs.

Associate Sponsors (2)

Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). As an integrated bank, Credit Suisse is able to offer clients its expertise in the areas of private banking, investment banking and asset management from a single source. Credit Suisse provides specialist advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net worth private clients worldwide, and also to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employs approximately 45,100 people. The registered shares (CSGN) of Credit Suisse's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York.

Stradegi is an Asia based management consultancy focused exclusively on the investment management industry. The team advises asset managers, insurance companies, pension funds and sovereign wealth funds in the areas of business strategy, operations, technology and governance.

The firm was established in 2013 in Singapore by a group of individuals with significant experience in senior roles on the buy-side. Our consultants have first-hand experience of the pains and frustrations that management teams go through in resolving Front, Middle and Back Office issues, and thus offer targeted and relevant advice.

The stradegi team brings an expert, practical and independent view that is based on an in-depth understanding of the buy-side.

For more information, please visit or write an email to

Supporting Partners (6)

AIMA, the Alternative Investment Management Association, is the global representative of the alternative investment industry, with more than 1,900 corporate members in over 60 countries. AIMA’s fund manager members collectively manage more than $2 trillion in assets. AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programmes and sound practice guides. AIMA works to raise media and public awareness of the value of the industry. AIMA set up the Alternative Credit Council (ACC) to help firms focused in the private credit and direct lending space. The ACC currently represents over 80 members that manage $500 billion of private credit assets globally.  AIMA is committed to developing skills and education standards and is a co-founder of the Chartered Alternative Investment Analyst designation (CAIA) – the first and only specialised educational standard for alternative investment specialists. AIMA is governed by its Council (Board of Directors). For further information, please visit AIMA’s website,

ASIFMA is an independent, regional trade association with over 100 member firms comprising a diverse range of leading financial institutions from both the buy and sell side, including banks, asset managers, law firms and market infrastructure service providers.  Together, we harness the shared interests of the financial industry to promote the development of liquid, deep and broad capital markets in Asia.  ASIFMA advocates stable, innovative and competitive Asian capital markets that are necessary to support the region’s economic growth.  Through the GFMA alliance with ‎SIFMA in the United States and AFME in Europe, ASIFMA also provides insights on global best practices and standards to benefit the region. 

The European Chamber of Commerce in Korea (ECCK) is the pre-eminent association of European companies conducting business in or related to Korea. Representing the common voice of the European business community in Korea, the ECCK aims to function as the platform for information exchange, effective communication channel to the Korean authorities and organizer of networking opportunities for European businesses. The ECCK is a non-profit and non-political organization.

The objective of the Association is to represent and support the general interests in Hong Kong of financial institutions incorporated outside the Asian financial hub; collect and disseminate information relating to the activities of foreign institutions which share an interest in growing their businesses in and from Hong Kong.

The scope of the Association further widened to also welcome non-bank financial institutions, such as insurance groups and asset management firms.  In 2015, we decided to open our Association to law firms, private or public associations which are considered Financial Institutions or are involved in HK Financial Services Industry and we created a new category of membership called “Associate Members”.

The Association meets quarterly over luncheons with guest speakers share views and insights on topics of current interest.  These meetings offer opportunities to get to know other fellow members of the HKFFIA.  We have had many prominent figures from the Hong Kong SAR Government such as the Hong Kong Monetary Authority, the Treasury Department and the Stock Exchange etc.

The membership of the Association representing banks, insurance companies and fund managers from several European countries, Australia, Canada, China Chile, Hong Kong, Indonesia, Maritius, Singapore, South Africa, Switzerland & USA respectively.

The Hong Kong Investment Funds Association (“HKIFA”) is a non-profit-making organization that represents the asset management industry in Hong Kong.  We have two major roles, namely consultation and education.   On consultation, we work closely with the authorities to relay the views of our members on issues that have implications for the asset management industry.  On education, we spearhead initiatives to enable Hong Kong people to understand more about the risk/return characteristics of mutual funds; and to use them effectively for retirement investment and other financial planning purposes.

The Hong Kong Society of Financial Analysts Limited (HKSFA) is a non-profit organisation founded in 1992 by a group of CFA charterholders in Hong Kong. The Society currently has over 6,486 members and is one of the largest member societies of CFA Institute which has more than 146,000 members in 160 countries/territories. The Society is mostly run by member volunteers with the support of a team of professional staff.

HKSFA shares the mission of CFA Institute in raising professional and ethical standard of financial analysts and investment practitioners through our continuing education events and advocacy effort. In addition to promoting the CFA designation in Hong Kong, the Society aims to provide a forum for our members, CFA Institute, other investment practitioners and regulators.

Supporting Education Partner (1)

The Chartered Alternative Investment Analyst (CAIA) Association was founded in 2002 and is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter.  Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a network of over 9,000 AI leaders located in nearly 90 countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide.  
For more information, please visit:

Supporting Media Partners (3)

Mergermarket is an independent Mergers and Acquisitions (M&A) intelligence service with an unrivalled network of dedicated M&A journalists based in 65 locations across the Americas, Europe, Asia-Pacific, the Middle-East and Africa. Unlike any other service of its kind, Mergermarket specializes in providing forward-looking origination and deal flow opportunities integrated with a comprehensive deals database – resulting in real revenues for clients.

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America. Register for a free print subscription to receive PWM bi-monthly.

The Banker provides economic and financial intelligence for the world's financial sector and has built a reputation for objective and incisive reporting. It leads the debate on all the issues surrounding the global banking industry, providing in-depth news and analysis, exclusive interviews with senior industry figures and definitive regional bank listings, including the internationally acclaimed Top 1000 World Banks.

Exclusive PR Partner (1)

Citigate Dewe Rogerson is a leading international financial communications consultancy, and has been in Asia Pacific for more than 25 years. With offices in Hong Kong, Beijing, Singapore and Shanghai, we are trusted advisors to major and emerging companies and to industry bodies - whenever clear and persuasive communication will make a difference.
We offer intelligent, tailored solutions delivered by a team of high-calibre people. Our sophisticated advisors bring their experience from journalism, investment banking, accountancy, financial analysis and other professional disciplines.
Our practice areas are transaction communications, investor relations and corporate communications.

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Vian Fu
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