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ETF vs Futures

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Speakers include:
Brian Roberts

Brian Roberts

Hong Kong Exchanges and Clearing Limited

Mark Konyn

Mark Konyn

AIA Group

Sam Kim

Sam Kim

BlackRock

Overview

ETFs are increasingly gaining traction in their role as financial instruments offering greater efficiency through lower costs. Many investors are now using ETFs to replace derivatives such as futures and swaps.

Why are more investors opting for ETFs over futures? How are new regulations such as the Volcker Rule and Basel III affecting the cost of derivative products? In which ways do ETFs differ, and how are they performing globally? Do certain types of ETF pose liquidity risks that investors should be aware of?

In this series of videos, the Financial Times and iShares explore these questions in detail, debating the key differences between ETFs and futures, and the important factors investors should consider about these products.

To find out more on why ETFs are being increasingly seen as an alternative to futures, please click here.

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fallback Add to my Calendar 02/17/2016 00:00:0002/17/2016 00:00:00falseETF vs FuturesETFs are increasingly gaining traction in their role as financial instruments offering greater efficiency through lower costs. Many investors are now using ETFs to replace derivatives such as futures and swaps.Why are more investors opting for ETFs over futures? How are new regulations such as the Volcker Rule and Basel III affecting the cost of derivative products? In which ways do ETFs differ, and how are they performing globally? Do certain types of ETF pose liquidity risks that investors should be aware of?In this series of videos, the Financial Times and iShares explore these questions in detail, debating the key differences between ETFs and futures, and the important factors investors should consider about these products.To find out more on why ETFs are being increasingly seen as an alternative to futures, please click here.ETF-vs-Futures376fbd042d5312e5351d2b492ba55249MM/DD/YYYY

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Speakers (6)

Brian Roberts

Brian Roberts

Senior Vice President, ETF Product Development
Hong Kong Exchanges and Clearing Limited

Brian Roberts is the Senior Vice President, ETF Product Development at Hong Kong Exchanges and Clearing Limited. Prior to joining HKEx, he spent 3 years based in Hong Kong as Vanguard’s Asia Head of ETF Product Development following 12 years within the firm where he focused on developing their global ETF business. His tenure centered on developing and launching new ETFs in North America, Europe and Asia, as well as managing relationships across the investment community. Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management. 

Mark Konyn

Mark Konyn

Group Chief Investment Officer
AIA Group

Mark Konyn is the Group Chief Investment Officer of AIA Group, having joined in September 2015.  He oversees the management of the Group’s investment portfolios.  Dr Konyn has had a long career in investment management in Asia, spanning the last 27 years and has worked for a number of well-established global firms including Allianz, Prudential and Fidelity.  Prior to joining AIA, he was CEO of Cathay Conning Asset Management where he established the company’s specialist insurance asset management in the Asian markets.  Dr Konyn has been based in Hong Kong since 1989, having begun his career in London as a quantitative analyst for the UK's largest institutional investor at that time, Prudential Portfolio Managers.  He holds a First Class (Hons.) degree in Business Administration and a Ph.D. in Risk Analysis. He was a research fellow at University College London and holds a Diploma in Investment Management from the London Business School. Dr Konyn is a fellow of the Royal Statistical Society and a member of the FT-Actuaries Global Policy Committee.

Sam Kim

Sam Kim

Managing Director, Head of Trading & Liquidity Strategies Group, Asia-Pacific Region
BlackRock

Sam Kim is a Managing Director and head of Trading & Liquidity Strategies Group for the Asia-Pacific region for BlackRock. He is responsible for overseeing the trading, securities lending, transition management, e-trading/market structure and capital markets functions in the region.

Mr. Kim's service with the firm dates back to 2009, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Kim managed the Scientific Active Equity trading team for the Americas in San Francisco. Before relocating to San Francisco, Mr. Kim was head of trading in Tokyo. Prior to joining BGI, Mr. Kim was a partner at Colden Capital Management in New York, which he co-founded in 2000. At Colden Capital, Mr. Kim co-managed the firm's event-driven portfolio, including merger arbitrage and special situation equity investments. Prior to Colden, Mr. Kim was a Vice President in Equity Derivatives at Deutsche Bank/Bankers Trust where he specialized in structuring and marketing over-the-counter equity derivative products.

Mr. Kim earned an AB degree, cum laude, in philosophy from Harvard College in 1995, and is a member of Phi Beta Kappa.

Sean Cunningham

Sean Cunningham

Director, Head of Capital Markets, Asia Pacific, iShares
BlackRock

Sean Cunningham is Head of Capital Markets for iShares Asia Pacific. He is responsible for the iShares Capital Markets team across Asia Pacific, a specialist group dedicated to supporting clients with trade execution strategy, managing broker-dealer relationships to facilitate fluid primary and secondary market trading, providing relevant market perspective and helping to influence an overall healthy ETF ecosystem. With an international career spanning 13 years, Mr Cunningham has worked at various asset management companies in South Africa and in the UK. Most recently, he was responsible for the broker dealer execution team in the iShares London offices. Prior to joining BlackRock, he was a member of the Emerging Markets Desk at Schroders Investment Management in London for more than four years. Mr Cunningham earned a Bachelor of Social Sciences majoring in Economics from the University of Natal in South Africa.

Susan Chan

Susan Chan

Managing Director, Head of iShares, Asia Pacific
BlackRock

Susan Chan, Managing Director, is the Head of iShares Asia Pacific and is responsible for the iShares business across Asia, including both distribution and management of iShares products and offices in Japan, Australia, Hong Kong, Singapore, and Taiwan. She is a member of the BlackRock Asia-Pacific Executive Committee, and a member of the BlackRock Global iShares Executive Committee. Ms Chan joined BlackRock in July 2013 as head of Asia Pacific iShares Capital Markets and Products. Prior to joining BlackRock, she was a Managing Director at Deutsche Bank AG, Hong Kong where she was Head of Equity Structuring, Strategic Equity Transactions and DBx Asia Pacific. Before Deustche Bank, she was Managing Director at Barclays Capital Asia Limited where she held various positions in equity derivatives with the most recent as Head of Equity and Funds Structured, Asia Pacific. She was also a member of the Global EFS Executive Committee, the Asia Pacific Structuring Executive Committee, Founder and Executive Sponsor for the Women's Internal Network, Asia Pacific and a Board Member of Barclays Capital Hong Kong Limited. Ms Chan is a graduate of Boston University, Boston, MA.

Teddy Wieser

Teddy Wieser

Head of Business Development, APAC
Jane Street

Teddy Wieser is responsible for overseeing Jane Street’s business development for the Asia-Pacific (APAC) region.  He was instrumental in building out the firm’s ETF business in Asia and previously held the position of Senior ETF Trader trading out of the firm’s New York, Tokyo and Hong Kong offices. Mr. Wieser joined Jane Street in 2006 and has been based in APAC for the past 7 years. He holds a Bachelor of Science degree in Mechanical and Aerospace Engineering from Princeton University.

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Chaired by (1)

Lucy Colback

Lucy Colback

Asia Lex Editor
Financial Times

Lucy Colback joined the Financial Times’ Lex column in June 2014. Prior to that she worked in the finance industry for seventeen years, focusing on Asian equity markets at firms including Schroders, Merrill Lynch and Bear Stearns. She has lived and worked in Hong Kong, Singapore, New York and London, arriving in time for a crisis in each continent. She holds a degree in Oriental Studies, Chinese from Cambridge University and an MA in Chinese Studies, specialising in politics and economic history, from the Chinese University of Hong Kong.

Presented by (2)

About iShares

iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of June 30, 2016, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.1

Based on $4.890 trillion in AUM as of 6/30/16.

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. Providing essential news, comment, data and analysis for the global business community, the FT has a combined paid print and digital circulation of 840,000. Mobile is an increasingly important channel for the FT, driving more than half of total traffic.

For More Information

To find out more on why ETFs are being increasingly seen as an alternative to futures, please click here. Alternatively, to contact iShares email; Asia_iShares_Marketing@blackrock.com.

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