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Investment and Asset Management, Finance

FT Investment Management Summit Asia 2016

Redefining Investment Strategies for Volatile Global Markets

Hong Kong |
Speakers include:
Christopher Heady

Christopher Heady

Blackstone

Alice Law Shing-mui

Alice Law Shing-mui

Mandatory Provident Fund Schemes Authority (MPFA)

Barry Blattman

Barry Blattman

Brookfield Asset Management

Overview

Thank you to everybody who joined us at the FT Investment Management Summit Asia on 16 June in Hong Kong. We hope you enjoyed the inspiring keynotes, informative discussions and valuable networking opportunities.

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fallback Add to my Calendar 06/16/2016 08:00:0006/16/2016 18:30:00trueFT Investment Management Summit Asia 2016Thank you to everybody who joined us at the FT Investment Management Summit Asia on 16 June in Hong Kong. We hope you enjoyed the inspiring keynotes, informative discussions and valuable networking opportunities.FT-Investment-Management-Summit-Asia-20164a7ac35d5a74194872ea04481b0add15MM/DD/YYYY

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“ The FT Summit attracts very high-caliber speakers, covering a broad set of topics with insights. The FT moderators skillfully probe for candid discussions, cutting through any ‘spin’. Brilliant job, interesting content.”
-Partner, Deacons

“ Excellent venue for exchanging ideas in the investment & financial industry. ”
-Director and General Manager, OldtownResources / QuintestellarCapital Management

“ The conference provides a focused opportunity for the many sectors of the fund management industry to meet, discuss, learn and share as aspects of common interest. ”
-Senior Advisor, Citi Trust Ltd.

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Agenda - 16th Jun

  • 8:00am
    Breakfast and Registration
  • 8:45am
    Opening Remarks from the Financial Times

    Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 8:50am
    Official Opening and Welcome Remarks

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

  • 9:00am
    View from the Top: Where next for the global economy?

    Concerns are growing about the health of the world’s economy, as the cycle of collapsing commodity prices, turbulence in China and monetary policy uncertainty impact heavily on investor confidence. Will it get worse before it gets better? What options are open to central banks in an environment where their unconventional monetary policy is losing its effectiveness? What are the key influences on today’s markets and how will they develop? Will many products that have only ever known bull markets become unstuck?

    Li-Gang Liu, Managing Director, Chief China Economist, Citigroup

    Moderated by: Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 9:30am
    Panel of Investors: Finding opportunity amid uncertainty

    How are sovereign wealth funds, pension funds, insurance funds, endowments and other institutional investors responding to the ongoing economic uncertainty and increased market volatility? What are they doing differently now compared to two years ago? Are they hedging more in the current environment? What rates of return are they aspiring to? Are there any safe havens?

    Olivia Ouyang, Director, Funds (Hong Kong), Ontario Teachers' Pension Plan

    Mark Konyn, Group Chief Investment Officer, AIA Group

    Wallace Yu, Head of Multi-Asset Group, China Investment Corporation

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

    Moderated by: Jennifer Hughes, Asia Capital Markets Editor, Financial Times

  • 10:20am
    Morning coffee
  • 10:40am
    Panel of Asset Managers: Adjusting business models in a challenging environment

    Competition is intensifying among asset management firms in Asia as investible funds held by institutions and HNWIs continue to grow. Asia-based boutique firms are vying for position alongside global fund houses as both groups seek to innovate and optimise the products and services offered to an increasingly demanding client base. Meanwhile, profits are under pressure as fees are cut to secure new business, and assets under management fall. How are firms rebooting their business models to meet heightened investor expectations and compete effectively? How are they being impacted by the volatility in capital markets? Where are the best opportunities for growth and business development? What are the most promising sources of new capital in Asia?

    Barry Blattman, Vice Chairman, Senior Managing Partner, Brookfield Asset Management

    Jean-Louis Nakamura, Chief Investment Officer, Asia Pacific, Deputy Global Chief Investment Officer, Lombard Odier Investment Managers

    Naomi Denning, Managing Director, Investment Services Asia Pacific, Willis Towers Watson

    Henrik Lumholdt, Professor, Asset Allocation and Economics, IE Business School

    Moderated by: Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 11:30am
    Keynote Interview

    Christopher Heady, Chairman of Asia Pacific, Head of Real Estate Asia, Blackstone

    Moderated by: Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 12:00pm
    Panel: The most effective strategies in fixed income

    Fixed income markets have grown more volatile amid diverging monetary policies, the looming threat of defaults in some categories of bonds, such as those issued by energy and mining companies, and a potential credit crunch in emerging markets. How are investors shifting their fixed income allocation strategy in the current environment? In today’s markets, what are the pros and cons of holding high yield bonds, unconstrained bond funds, bank loans and distressed debt? What are the benefits and pitfalls of fixed income ETFs?

    Charles Scully, Managing Director and Chief Investment Officer, Asia, MetLife

    Sean Chang, Head of Asian Debt Investment, Barings

    Sean Taylor, Managing Director, Chief Investment Officer APAC, Deutsche Asset Management

    Moderated by: Jennifer Hughes, Asia Capital Markets Editor, Financial Times

  • 12:50pm
    Lunch
  • 1:50pm
    Panel: Capturing value amid turbulence in equities

    Amid volatility in stock markets and ongoing macroeconomic uncertainty, investing in equities remains a risky business, across both developed and emerging markets.  Given current market conditions, is an active or passive approach the best strategy? Which regions and sectors will deliver in the next 12 months?  What are the best long-term bets? As investors look to retreat from primary industries, how attractive are IT and consumer stocks in rapidly evolving Asian markets?  

    Mark Matthews, Head of Research Asia, Julius Baer

    Deborah Orida, Managing Director Relationship Investments, Canada Pension Plan Investment Board

    Kevin Anderson, Senior Managing Director, Head of Investments Asia Pacific, State Street Global Advisors

    Moderated by: Lucy Colback, Asia Lex Editor, Financial Times

  • 2:40pm
    Market update: Taking the long view on commodities

    Matthew Chamberlain, Managing Director, HKEx; Head of Business Development, London Metal Exchange

    Paul Gardner, Global Head, Structured Commodity Finance, Westpac Banking Corporation

    Moderated by: Jennifer Hughes, Asia Capital Markets Editor, Financial Times

  • 3:10pm
    Discussion: Digital disruption in asset management – threat or opportunity?

    Assets managed via robo-advice could reach US$5tn over the next decade, according to some predictions. How are fund managers, brokers and financial advisers facing up to this revolutionary change in the industry? How are
    investors reacting? How serious is the threat of Tencent, Alibaba, Facebook, or another technology group pushing into asset management? To what extent should fund managers be learning from the tech industry on business models, talent acquisition and customer approach?

    Mathias Helleu, Chairman, 8 Securities

    François Monnet, Head Greater China, Private Banking Asia Pacific, Chief Executive Hong Kong Branch, Credit Suisse

    Moderated by: Lucy Colback, Asia Lex Editor, Financial Times

  • 3:50pm
    Afternoon coffee
  • 4:10pm
    Panel: Investing insurance assets as regulations evolve

    In a bid to build more diversified balance sheets, insurance companies are adjusting their investment strategies to benefit from far-reaching changes in capital and solvency regulations across Asia and the easing of restrictions about where and what they invest in. What has been the impact on asset allocation and asset liability management? In this regulatory environment, how are insurers reducing portfolio volatility and achieving differentiated returns? 

    Alice Law Shing-mui, Chief Operating Officer and Executive Director, Mandatory Provident Fund Schemes Authority

    Geoffrey Au, Chief Risk Officer, Global Life Asia Pacific, Zurich Insurance Group

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

    Moderated by: Lucy Colback, Asia Lex Editor, Financial Times

  • 4:50pm
    Panel: China – Still a compelling investment prospect?

    With the Chinese economy slowing and the unpredictability of government interventions causing wild swings in its stock markets, investors have become more cautious about the mainland’s prospects. Overall sentiment however remains divided, with some economists pointing to China’s still healthy growth rates, and some analysts pointing to the long-term opportunities in China’s transition away from an export-oriented industrial economy. The fact is China is a market that few can choose to ignore. How are investors adapting their approach to manage downside risks and position themselves for future growth? What sectors present key areas of opportunity and what obstacles need to be overcome to ensure stable investor returns?

    Jack Wang, Deputy CMO, CSOP Asset Management Limited

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

    Fan Cheuk Wan, Managing Director, Head of Investment Strategy, HSBC Private Bank

    Christopher Lee, Managing Director and Chief Ratings Officer,  Corporate Ratings, Greater China  S&P Global Ratings

    Moderated by: Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 5:40pm
    Closing Remarks from the FT

    Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 5:45pm
    Evening Drinks Reception

Speakers (26)

Christopher Heady

Christopher Heady

Chairman of Asia Pacific, Head of Real Estate Asia
Blackstone

Christopher Heady is the Chairman of Asia Pacific, Head of Real Estate Asia and is a Senior Managing Director at Blackstone. Mr Heady is based in Hong Kong and is responsible for the day-to-day management of the Real Estate group’s investment activities and personnel in Asia.  He joined Blackstone in 2000 and has been involved in a variety of real estate acquisitions and initiatives in the U.S., Europe and Asia. Since 2007, Mr Heady has played a key role in the Real Estate Group’s Asia expansion including establishing teams and executing investments in Greater China, India, Singapore, Japan and Australia.  Before joining Blackstone, Mr Heady was with Morgan Stanley in London and New York, where he was involved in real estate private equity. He holds a BA in Public Policy from the University of Chicago, where he graduated with honors and currently serves on the board of ANREV, SCPG Retail China, Embassy Office Parks and 151 Property Group.

Alice Law Shing-mui

Alice Law Shing-mui

Chief Operating Officer & Executive Director
Mandatory Provident Fund Schemes Authority (MPFA)

Alice Law Shing-Mui is the Chief Operating Officer and Executive Director at the MPFA since 2012.   In her current role, Ms Law oversees the operations of three major functions – Supervision Division, Enforcement Division and Member Protection Division and has been spearheading a number of MPF reform projects.  Previously Ms Law had spent 14 years working in the Securities and Futures Commission (SFC) most recently as Senior Director (Policy, China & Investment Products). She also spent some time working in overseas regulatory bodies including the Australian Securities & Investment Commission (ASIC) and the China Securities Regulatory Commission (CSRC).  As a career regulator for over 18 years, Ms Law has pioneered a number of regulatory reforms to facilitate a wider product range such as ETFs, hedge funds and REITs to access the retail market and greater flexibility for MPF members to choose their funds through the implementation of the framework for Employees’ Choice Arrangement (or semi-portability). She had extensive experience in fostering closer cooperation between the Mainland China and Hong Kong securities and asset management markets. Ms Law is also a serving member of the World Economic Forum’s Global Agenda Council of Asset Management and Insurance and a Senior Fellow of the Hong Kong Securities and Investment Institute.  She was a partner in a Hong Kong law firm before joining the public sector in 1998.  She holds an LLB and PCLL from the University of Hong Kong and obtained her LLM degree in London in 1989.

Barry Blattman

Barry Blattman

Vice Chairman, Senior Managing Partner
Brookfield Asset Management

Barry Blattman is a Vice Chairman and a Senior Managing Partner of Brookfield Asset Management. In his capacity as Vice Chairman, Mr Blattman focuses on senior, strategic client and business relationships globally. As a Senior Managing Partner, he contributes to general business development and transaction strategy, serving on the Investment or Advisory Committees of all Brookfield’s private fund programs.  Prior to joining Brookfield in 2002, Mr Blattman was a Managing Director at Merrill Lynch, having begun his career with Salomon Brothers in 1986. He holds a BA from the University of Michigan and an MBA from New York University.  Mr Blattman is a Trustee of Montefiore Health System, a member of The University of Michigan LSA Dean’s Advisory Committee and Co-Chair of the University of Michigan’s NY Metropolitan Regional Campaign Council.

Geoffrey Au

Geoffrey Au

Chief Risk Officer, Global Life, Asia Pacific
Zurich Insurance Group

Geoffrey Au has been the Chief Risk Officer for Zurich’s Life businesses in Asia Pacific since 2014.  He was previously in a regional risk role with Sun Life Financial Asia, covering ten plus life insurance, asset management, distribution, and administration companies in seven markets. Prior to Sun Life, Mr Au was the CRO of a joint venture insurer in India, responsible for market consistent/economic reporting, modeling and Solvency II implementation in addition to enterprise risk management for the company. Before his role in India, he had worked in Corporate and regional roles for AEGON, with various responsibilities such as financial reporting, capital management, pricing, valuation, risk management, and Solvency II.  Mr Au graduated with the highest honor from University of Illinois at Urbana-Champaign, double-majoring in Finance and Actuarial Science, and is a Chartered Financial Analyst (CFA), Fellow of the Society of Actuaries (FSA), and Financial Risk Manager (FRM).

Kevin Anderson

Kevin Anderson

Senior Managing Director, Head of Investments Asia Pacific
State Street Global Advisors

Kevin Anderson is a Senior Managing Director of State Street Global Advisors (SSGA) and Head of Investments in the Asia Pacific region with responsibility for overseeing investment activities in the region.  Prior to commencing his current role, Mr Anderson was the Global CIO of Fixed Income and Currency, responsible for all fixed income and currency strategies. Previously as Head of Fixed Income Beta Solutions, he had responsibility for SSGA's global range of indexed fixed income strategies and under his leadership SSGA developed several fixed income advanced beta strategies. When he joined SSGA in 2001, he was an investment manager, managing both active and index fixed income portfolios. He also worked extensively in the area of risk budgeting during that time. Before joining, Mr Anderson was responsible for fixed income risk management and development of quantitative strategies at Schroders, having joined the industry in 1998.  He  holds a PhD in Theoretical Physics from the University of Southampton and a BSc Honours degree in Mathematical Physics from the University of Edinburgh.

Sean Chang

Sean Chang

Head of Asian Debt Investment
Baring Asset Management

Sean Chang is the Head of Asian Debt Investment, responsible for fixed income investments in the China and Asia region. Prior to joining Barings in 2012, he was the Investment Director at HSBC Global Asset Management (formerly Halbis Capital Management). He was responsible for managing both retail and institutional Asian debt portfolios, including Hong Kong, China and North Asia strategies. His prior fund management experience includes senior fixed income investment management roles at Mirae Asset Global Investment, Hang Seng Investment Management and Invesco Asia. Dr Chang holds a Bachelor degree in Commerce from the Bond University in Australia, a Master of Finance degree from Royal Melbourne Institute of Technology University and a Doctor of Business Administration degree from Macquarie University in Australia.  

Naomi Denning

Naomi Denning

Managing Director for Investment Services, Asia Pacific
Willis Towers Watson

Naomi Denning is the Managing Director for Investment Services in Asia Pacific, based in Hong Kong. Prior to the firm’s mergers, she was the regional head of Investment Consulting for Towers Watson and Watson Wyatt in Asia Pacific since 1996. Ms Denning has over 28 years of industry experience, and joined Watson Wyatt in 1994 to manage the Investment Consulting practice in the Hong Kong office. She advises clients on a wide range of issues including: mission & governance, risk management, spending the risk budget, portfolio construction and monitoring. Ms Denning chairs the Asia Pacific Inclusion and Diversity Council at Willis Towers Watson focused on creating an inclusive work environment. She also co-chairs the Council for the broader International region and sits on the Global Council. Prior to moving to Hong Kong, Ms Denning spent five years working as an asset consultant for Mercer and one year working on investment management projects with CSFB and County Natwest fund management organisations in Australia.   She holds a BSc in Mathematics and Sports Science from Loughborough University of Technology, and an Executive MBA from Hong Kong University of Science and Technology.  She is currently studying for the FT’s Non-Executive Director Diploma.

Fan Cheuk Wan

Fan Cheuk Wan

Managing Director, Head of Investment Strategy
HSBC Private Bank

Fan Cheuk Wan is the Head of Investment Strategy in Asia at HSBC Private Bank. In this role, she is responsible for developing regional investment strategies and themes across all asset classes for private banking clients in Asia. Ms Fan is a member of the Global Investment Committee of HSBC Private Bank. She also has management oversight of the Advisory framework and the Sales Management process in Asia.  She joined HSBC in April 2016. Prior to this, she worked for Credit Suisse Private Banking and Wealth Management, serving as Managing Director and Chief Investment Officer Asia Pacific between 2013 and 2015 and Head of Research Asia Pacific between 2008 and 2013. Ms. Fan also held senior China equity research roles for 11 years, working at ABN AMRO Bank, Cazenove Asia Limited, BNP Peregrine Securities and Standard Chartered Securities Limited. She holds a Bachelor’s degree in Social Sciences from the University of Hong Kong, an MA in Area Studies (China) from the School of Oriental and African Studies of the University of London and an MBA from the Imperial College Business School in London. Before joining the finance industry, Ms Fan served as a political journalist specialized in Chinese and Hong Kong politics for seven years and was Political Editor of the Hong Kong Economic Journal.

Paul Gardner

Paul Gardner

Global Head of Structured Commodity Finance
Westpac Banking Corporation

Paul Gardner has over 25 years of experience in cross border structured finance, spanning Latin America, Europe and Asia. He started his career with Lloyds Bank in London before moving to New York and San Francisco with Bank of America in their structured trade and project finance groups. In 2001 he co-founded a boutique investment bank in Denver Colorado specializing in distressed debt and work out situations, before moving to Asia as the Head of Project, Commodity and Export Finance for ABN AMRO. Following the acquisition of ABN AMRO by RBS, Mr Gardner became the regional head of the combined Project, Commodity and Export Finance Teams at RBS.

In January 2010, Mr Gardner joined Deutsche Bank as Managing Director and regional head of the Structured Trade and Export Finance group as well as the Structured Commodity Finance groups. In May 2013, he took up the position of Global Head of Structured Commodity Finance with Westpac Banking Corporation and is currently based in Singapore. He also sits on Westpac’s Diversity and Inclusion Committee and leads its flexibility stream. Mr Gardner is a sought-after speaker at international commodity conferences and regularly comments on commodity and trade finance matters in the media.

Mark Konyn

Mark Konyn

Group Chief Investment Officer
AIA Group

Mark Konyn is the Group CIO of AIA Group, the largest independent publicly listed pan-Asian life insurance group, with operations in 18 markets in the Asia-Pacific region, having joined in September 2015, and oversees the management of the Group’s investment portfolios.

Mr Konyn has had a long career in investment management in Asia, spanning the last 27 years. He is considered one of the industry's leading figures having managed businesses in both the institutional and retail segments and worked for a number of well-established global firms including Allianz, Prudential and Fidelity. Prior to joining AIA, Mr Konyn was CEO of Cathay Conning Asset Management where he established the company’s leading specialist insurance asset management in the Asian markets.

Mr 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 has 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. He is a fellow of the Royal Statistical Society and is a member of the FT-Actuaries Global Policy Committee.

Christopher Lee

Christopher Lee

Managing Director & Chief Ratings Officer, Corporate Ratings, Greater China
S&P Global Ratings

Christopher Lee is a Managing Director and Chief Ratings Officer for corporate ratings in Greater China at S&P Global Ratings. Based in Hong Kong, he leads the Greater China Corporate Ratings team’s analytical and outreach activities. Mr Lee is S&P Global Ratings’ main spokesperson for Greater China Corporate Ratings and a frequent speaker on topics related to China’s bond markets, including key corporate sectors such as property and conglomerates. He is a member of the Asia-Pacific Corporate Ratings leadership team and coordinates global analytical efforts. Before joining S&P Global Ratings, Mr Lee was an equity analyst at Standard & Poor’s Equity Research division and also held roles in business development. Prior to that, he worked as an equity analyst for 10 years at several financial institutions, including JP Morgan, Donaldson, Lufkin & Jenrette, and Credit Suisse. Mr Lee holds an MBA from the University of British Columbia and a Bachelor of Science in Business Administration from California State University at Fresno.

Li-Gang Liu

Li-Gang Liu

Managing Director and Chief China Economist
Citigroup

Li-Gang Liu is Managing Director and Chief China Economist, Citigroup, based in Hong Kong. Mr Liu has had almost two decades of professional experiences working in both public and private financial institutions. He was Chief Economist for greater China, ANZ Bank in Hong Kong for more than six years. Prior to ANZ, he held various research roles, among others, at the Hong Kong Monetary Authority, the Asian Development Bank Institute in Tokyo, and the World Bank and Peterson Institute for International Economics, both in Washington D.C.  Mr Liu focuses extensively on China’s economy, with in-depth analyses on China’s local government finances and financial vehicles, shadow banking sector, interest rate and financial liberalization.  He holds a bachelor’s degree in Economics from the University of Maryland, College Park, and both a master’s degree and PhD in Economics from the Johns Hopkins University. 

Henrik Lumholdt

Henrik Lumholdt

Professor, Asset Allocation and Economics
IE Business School

Henrik Lumholdt is a professor of asset allocation and economics at IE Business School, and a seasoned analyst of global economic trends and their interface with both strategic and tactical asset allocation. He has also held senior leadership positions such as Chief Economist at Bank of America and Chief Investment Strategist at BBVA Asset Management.  More recently he has started his own financial consultancy which offers global financial markets analysis and asset allocation advice, as well as local insights and contacts in the Spanish market for national and international investors. More broadly, Professor Lumholdt’s professional experience ranges from buy-side trading environments to sell-side asset management, including all major asset classes and types of investors.

Mark Matthews

Mark Matthews

Head of Research Asia
Julius Baer

Mark Matthews is currently Head of Research Asia for Bank Julius Baer & Co. Ltd., an appointment he has held since June 2011.  With over 23 years of experience in finance and investment, Mr Matthews has held senior research and sales positions in various financial institutions, including ING Barings Securities, Standard & Poor’s and Merrill Lynch.  He holds a Masters of Business Administration (Finance Major) from the Schulich School of Business, York University and a Bachelor of Arts (History Major) from Université Laval, Quebec City, Canada.

François Monnet

François Monnet

Managing Director, Head Greater China, Private Banking Asia Pacific, Chief Executive Hong Kong Branch
Credit Suisse

François Monnet was appointed Head of Greater China for Private Banking Asia Pacific in January 2016, based in Hong Kong. In this role, he works closely with the respective Market Group Heads and Country CEOs across Credit Suisse’s integrated bank.  In his additional role as the Chief Executive of Credit Suisse’s Hong Kong Branch, Dr Monnet assumes governance responsibilities of the Private Banking location in Hong Kong, overseeing Credit Suisse’s Private Banking franchise in the Hong Kong hub.  He was previously the Chief Operating Officer for Private Banking Asia Pacific from 2012. Dr Monnet joined Credit Suisse in 2007 as Head of Private Banking Southeast Asia and Australasia until 2010 when he assumed a new responsibility as Head of Ultra High Net Worth for Private Banking Southeast Asia, Australia and Japan. Prior to that, he managed the offshore core affluent client segment in Asia Pacific at UBS, with an additional focus on the Singapore domestic market. He also worked for UBS in Zurich in Mergers and Acquisitions.  Dr Monnet has substantial experience in strategy and business development in the financial and consumer industries across Asia Pacific and Europe, mostly with Credit Suisse, UBS and Eastman Kodak Corporation. He holds an MA in Law and Diplomacy from Tufts and Harvard Universities, as well as a Doctor of Philosophy in Political Science from the University of Geneva. He is also a Chartered Financial Analyst. 

Jean-Louis Nakamura

Jean-Louis Nakamura

Chief Investment Officer, Asia Pacific, Deputy Global Chief Investment Officer
Lombard Odier Investment Managers

Jean-Louis Nakamura is Chief Investment Officer, Asia Pacific and Deputy Global Chief Investment Officer at Lombard Odier Investment Managers (LOIM). He joined Lombard Odier in March 2008 to head the executive board of the Paris office. In late 2008, he was transferred to Lombard Odier’s head office in Geneva to become Head of the Quantitative & Overlay Management Team. He was appointed Deputy Global CIO of LOIM in June 2012 and CIO, Asia Pacific in January 2014.  Prior to joining Lombard Odier, Mr Nakamura was CEO of the French Civil Service Pension Fund (ERAFP), having spent five years as CIO of the French Pensions Reserve Fund (FRR), where he was in charge of strategy, tactical allocation and the selection of managers for a portfolio valued at EUR34 billion. Previously, he was Head of International Forecasting and Macro Analysis at the Ministry of Economy & Finance, France from 2001-2003. He also served as a financial expert covering euro-related issues and the banking and insurance sectors for the European Council from 1999-2001. Mr Nakamura began his career in 1995 as an economist, specialising in macroeconomics and the banking industry at the French Ministry of Finance.  He graduated from France’s Ecole Nationale d’Administration in 1995 and from the Institut d’Etudes Politiques in 1991.

Deborah Orida

Deborah Orida

Managing Director Relationship Investments
Canada Pension Plan Investment Board

Deborah Orida leads Canada Pension Plan Investment Board (CPPIB)’s Relationship Investment efforts in Hong Kong, and has been located there since August 2012. She joined CPPIB in Toronto in 2009. Prior to that, Ms Orida spent nine years in investment banking at Goldman Sachs, most recently in New York in the Financial Sponsors Group. She was also a Vice President in Goldman’s Technology, Media and Telecom Group focused on M&A and financing transactions. Prior to Goldman Sachs, Ms Orida was a securities lawyer at Blake, Cassels & Graydon in Toronto. She has served on the Board of Directors of the Bridgepoint Health Foundation and was Chair of Vitalhub Corp, a Toronto-based mobile healthcare start-up company. Ms Orida holds an MBA from the Wharton School, University of Pennsylvania, and a Bachelor of Laws and BA from Queen's University, Canada.

Olivia Ouyang

Olivia Ouyang

Director, Funds (Hong Kong)
Ontario Teachers' Pension Plan

Olivia Ouyang joined Ontario Teachers' Hong Kong office in 2014 as Director, Funds.  She started her career with McKinsey & Company China and Morgan Stanley Asia, and has over 13 years of private equity investment experience. Prior to joining Ontario Teachers', Ms Oyuang was a Managing Director with China Investment Corporation (CIC), where she was responsible for private equity fund investment, co-investment and direct investment, in Europe and in Global Emerging Markets respectively. Before CIC, she was a Senior Investment Officer with the International Finance Corporation (IFC)'s Private Equity and Investment Funds Group, and covered Greater China, Southeast Asia and India consecutively.  Ms Oyuang holds a BA in Economics from Stanford University and an MBA from Harvard Business School.

Charles Scully

Charles Scully

Managing Director and Chief Investment Officer, Asia
MetLife

Charles Scully is Managing Director and Chief Investment Officer for MetLife in Asia. He was appointed to this position in 2011, and in this role he has executive management responsibility for MetLife’s investment efforts in Japan, Korea, China, India, Hong Kong, Bangladesh, Malaysia, Australia, Nepal and Vietnam. Mr Scully has 30 years of investment management experience in various roles. In the 10 years prior to his current responsibilities, he was in charge of MetLife’s structured finance business and was the senior portfolio manager for the firm’s US$75 billion structured finance portfolio. His other past management responsibilities included launching MetLife’s collateralised debt obligation (CDO) asset management business, sector analysis of global asset-backed securities, asset liability management and privately placed debt analysis and origination. Mr Scully is on the Board of Directors of Sino-US United MetLife, the firm’s joint venture insurance operation in China in partnership with Shanghai Alliance Investment Ltd. He holds an MBA in Finance, Applied Economics and Corporate Accounting from the William E Simon School of Business at the University of Rochester, New York, and a BA in Economics and Political Science from the State University of New York College at Potsdam.

Jeffrey Tan

Jeffrey Tan

Regional Director, Investment Management & Corporate Finance, Asia
Ageas

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.

Sean Taylor

Sean Taylor

Managing Director, Chief Investment Officer, APAC
Deutsche Asset Management

Sean Taylor is Chief Investment Officer, Asia Pacific and Managing Director at Deutsche Asset Management.  He joined the company in 2013 with more than 20 years of industry experience. Prior to joining Deutsche Bank Group, he served as Head of Global Emerging Markets for Pioneer Investments. Before this, he spent seven years at Société Générale Asset Management UK, where he headed the emerging markets desk before becoming Head of Global Equity. From 1994 to 1997, Mr Taylor was with Capel-Cure Myers as a portfolio manager for international equity. Before, he worked for James Capel Investment Management (HSBC).  Mr Taylor holds an MBA from Manchester Business School.

Jack Wang

Jack Wang

Deputy CMO
CSOP Asset Management

Jack Wang is Deputy CMO at CSOP Asset Management where he is responsible for the firm’s global distribution effort, with a special focus on the development of RQFII related products. He is also the current Chief Secretary for Chinese Asset Management Association of Hong Kong. Before joining CSOP, Mr Wang was an Executive Director at Goldman Sachs Asia and responsible for Greater China multi-asset distribution. Prior to Goldman, Mr Wang worked as an associate at Deutsche Bank with experience in both equity derivatives and credit derivatives market. He received a Bachelor of Science from Tsinghua University in Beijing. 

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.

Wallace Yu

Wallace Yu

Head of Multi-Asset Group
China Investment Corporation

Wallace Yu is Head of Multi-Asset Group at China Investment Corporation (CIC), the official sovereign wealth fund of China based in Beijing, where he oversees a portfolio of internal and external Global Macro / GTAA funds. Before moving to the Multi-Asset Group, Mr Yu worked at the Asset Allocation Department as a senior strategist advising on top-down allocation issues at a firm-wide level.  Prior to his time at CIC, he held quantitative research and trading positions at Morgan Stanley and Deutsche Bank based in London, and Citadel Investment Group based in Hong Kong.  Mr Yu holds a Master's in Mathematics and Finance from Imperial College London after undergraduate studies at the Universities of Hong Kong and Toronto (2000). He holds the CFA and FRM designations.

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.

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Chair and moderators (3)

Henny Sender

Henny Sender

Chief Correspondent, International Finance
Financial Times

Henny Sender joined the Financial Times in 2007. She was previously the Wall Street Journal's Senior Special Writer for the Money & Investing section and covered private equity and hedge funds. Before joining the Journal, Ms Sender worked in Hong Kong for nearly 10 years and covered regional finance for the Wall Street Journal Asia and the Far Eastern Economic Review. Prior to that, she was in Tokyo for five years for Institutional Investor. Ms Sender was part of a team at the Journal that won a Loeb award for coverage of the meltdown of Amaranth, a hedge fund. Her work on the overseas Chinese received a citation from the Overseas Press Club and she was a finalist for the National Magazine Awards. Her book on India, The Kashmiri Pandits, was published by Oxford University Press. Ms Sender holds an MS from the Columbia University School of Journalism. She is a member of the Council on Foreign Relations.

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.

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.

Why Attend?

  • Keynote insights from leading asset owners on how they are approaching investment in the next 12 months, and what they expect from their asset managers
  • Analyse what the future holds for China – is this key market experiencing a hard landing or is it an economy in transition?
  • Perspectives from global asset managers on how they are responding to the new global economy, and meeting the investment expectations of their clients
  • Dissect and evaluate the prospects for emerging and frontier markets following the ups and downs of 2015
  • Take advantage of unparalleled networking opportunities with chief investment officers, strategies, portfolio managers, economists and leading investment experts
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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
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Venue

Four Seasons
8 Finance Street
Central
Hong Kong

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Organised By (1)

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.

Gold Sponsor (1)

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.

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 Sponsors (2)

IE Business School
IE Business School, recognized as one of the world’s top business schools and located in the center of Madrid, shapes leaders who promote innovation and change in organizations and equips directors with an entrepreneurial mindset that generates employment, wealth and social well-being. Students use interactive online and face-to-face learning formats, where they share knowledge and experience with more than 50,000 IE graduates who currently hold management positions in over 100 countries.

IE Business School is at the forefront of applied research and combines this with comprehensive multidisciplinary educational programs that are designed to respond to the demands of the market. The innovative learning methods used are once again testament to IE Business School’s position as a pioneer in international business education.

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 http://www.stradegi.com or write an email to info@stradegi.com

Supporting Partners (10)

The Alternative Investment Management Association is the global representative of the alternative investment industry, with more than 1,800 corporate members in over 50 countries. AIMA’s fund manager members collectively manage more than $1.8 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 proactively communicates with the media and the general public to increase awareness around the value of the industry. AIMA set up the Alternative Credit Council, or ACC, to help firms focused in the private credit and direct lending space. AIMA is governed by its Council (Board of Directors). For further information, please visit AIMA’s website, www.aima.org.

The Association of Independent Asset Managers (Hong Kong) was founded in May 2015 to serve as a platform in order to:

- Assist the public and the various stake holders to have a correct understanding of the unique business model of Independent Asset Managers;
- Establish, preserve and increase the reputation and professionalism of the IAMs in the region;
- Strive to make an effective contribution to the protection of investors and the combating of unscrupulous business practices in wealth management industry;
- Exchange best practices as well as share industry trends among the AIAM Members;
- Network with other practitioners and service providers;
- Assist in consultation and advisory of potential and interested parties who wish to set up an IAM business in Hong Kong;
- Be the center of expertise and networking organization for , members, platform providers and other interested groups;
- Facilitate, pursue and cultivate the interests of the profession and to define the Code of Ethics & best practices which are considered to be exemplary and authoritative beyond the membership;
- Liaise with the Securities and Futures Commission and other regulators in Hong Kong to represent the interests of the industry group.

As an association, the AIAM is supported by its active members. All active members operate in Hong Kong as Independent Asset Management being their primary business activity. AIAM only accepts active members who have sufficient qualifications in the field, a good reputation and have extensive expertise and capability in delivering world-class wealth management services to clients.

The Association of the Luxembourg Fund Industry (ALFI) is the representative body of the Luxembourg investment fund community. Created in 1988, the Association today represents over 1,300 Luxembourg domiciled investment funds, asset management companies and a wide range of service providers such as depositary banks, fund administrators, transfer agents, distributors, legal firms, consultants, tax experts, auditors and accountants, specialist IT providers and communication companies. The Luxembourg Fund industry is the largest fund domicile in Europe and a worldwide leader in cross-border distribution of funds. Luxembourg-domiciled investment structures are distributed on a global basis in more than 70 countries with a particular focus on Europe, Asia, Latin America and the Middle East.

For further information, do not hesitate to consult our website at www.alfi.lu.
You can also keep up to date with the discussion by following @ALFIfunds on Twitter or join ALFI’s LinkedIn group.

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.  We drive consensus, advocate solutions and effect change around key issues through the collective strength and clarity of one industry voice.  Our many initiatives include consultations with regulators and exchanges, development of uniform industry standards, advocacy for enhanced markets through policy papers, and lowering the cost of doing business in the region.   Through the GFMA alliance with SIFMAin the United States and AFME in Europe, ASIFMA also provides insights on global best practices and standards to benefit the region.

The Hong Kong Foreign Financial Institutions Association was established in 1986.
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 Association meets quarterly over luncheons when 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 to address our members. More recently, the IMF has delivered its report to our members. Our guest speakers also came from the central banks of member countries. On a need basis, the HKFFIA organized small gathering where current matters can be debated with relevant experts of the financial industry.

The membership of the Association comprises approximately 50 representing banks, insurance companies and fund managers from several European countries, Japan, Korea, Indonesia, Phillipines, Thailand, Singapore, USA, South America, China, Taiwan, Hong Kong, The Middle East and South Africa.

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.   We have 70 fund management companies as full/overseas members, managing 1,140 SFC-authorized funds.  Assets under management were about US$960 billion as at the end of December 2016.   In addition, we have 61 affiliate and associate members. 

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 6,100 members and is one of the largest member societies of CFA Institute which has more than 130,000 members in 146 societies. 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.
 
The HKSFA has won the Most Outstanding Society Award (societies with over 1,000 members) in the 2014 Society Excellence Awards Programme, administered by the CFA Institute. It recognises CFA Institute member societies who excel in the areas of Education, Engagement, Ethics, and Enablers (the 4 “E”s), across the board excellence. The programme honoured five societies for their overall excellence with the Most Outstanding Society Award; segmented by society membership size. The Award affirms the Society's relentless efforts to serve its members and the greater benefits of the local community.

The Hong Kong Trustees’ Association Limited was established in 1991 by members of the trust and fiduciary services industry to represent the trust industry in Hong Kong, particularly in the areas of legislation and education. It is a not for profit company limited by guarantee incorporated in Hong Kong. The Trustees’ Association currently has more than 125 members, and represents thousands of people working in the trust, private banking, fund services, legal and accounting fields.

Our mission is:
- to represent the trust industry in promoting high standards of professionalism and corporate governance;

- to contribute towards advancing the status of Hong Kong trust professionals and the industry internationally;

- to represent the industry to the government, the media, local and international professional bodies and the public in promoting Hong Kong as an international trust and fiduciary services centre; and

- to promote high standards for the industry by the issuance of Best Practice Guides applicable to corporate trusts, pension schemes, private trusts and charitable trusts.

The International Capital Market Association (ICMA) is a trade association and a unique organisation that is a highly influential voice for the global capital market. ICMA represents members worldwide, who are active in the international capital market on a cross border basis; and is distinct from other trade associations in representing both the buy-side and the sell-side of the industry. ICMA has its head office in Zurich, where it was founded in 1969, with a subsidiary in London and representative offices in Paris and Hong Kong.

ICMA’s market conventions and standards have been the pillars of the international debt market for almost 50 years. While ICMA has been most active in the international debt market, it takes full account of the increasing integration between the debt and equity, cash and derivatives markets, working with other trade associations where it makes sense to do so.

Membership continues to grow with currently around 500 members based in approximately 60 countries. ICMA members include global investment banks, commercial and regional banks, brokers, private banks, institutional asset managers, pension funds, central banks, sovereign wealth funds and other institutions with a pronounced interest in the securities market, such as supranational institutions, infrastructure providers, rating agencies, leading law firms and medias.

Acting as a one-stop hub for High Net Worth Individuals, Family Offices, industry professionals, experts, and the wealth community, PWA work with strategic stakeholders and our members to represent and help shape the private wealth scene.

Supporting Media Partners (4)

About Caproasia Online

Caproasia Online is an E-Magazine for Wealth Managers, Personal Bankers, Private Bankers & Investment Professionals covering topics on:

  • - Industry Research
  • - Career & Learning
  • - Client & Portfolio Management Strategy
  • - Sales & Revenue Strategy
  • - Lifestyle, Trends & Technology

Every month, more than 8,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, India, United States, United Kingdom and many more follow Caproasia Online.

Visit: www.caproasia.com

Subscribe: www.caproasia.com/newsletter

Conventus Law is an online legal media platform with a Asia Pacific focus helping and making life easier for the legal community doing business in Asia.

At Conventus Law, we are passionate about two things. We want to help businesses investing in Asia turn legal challenges into businesses advantages and we want to make it easier for leading law firms to raise their profiles to the business and legal community.

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.  Visitwww.mergermarket.com

The Business Year (TBY) is a leading research firm and publisher of annual economic resources on national economies. Present in over 25 countries, TBY provides first-hand access to the people and ideas shaping business and policy throughout the world. Each country-specific edition contains a comprehensive range of interviews and analysis, offering an inside look at doing business in the world’s most dynamic economies. TBY’s interviewees, readers, and partners comprise an international network of thought-leaders who are helping to define the future of the global economy.

Analytics Partner (1)

Dealogic provides integrated content, analytics, and technology via a single complete solution to top financial firms worldwide. We help clients originate the right opportunities, distribute and participate in deals, and seamlessly track resource allocation and consumption.
As a partner to clients for more than 30 years, Dealogic has helped execute the world’s largest equity capital market issues, provided support for the biggest conferences and roadshows, delivered unrivaled content and predictive analytics tools, and supported leading asset management firms with corporate access and compliance solutions.
Seamlessly linking sellside and buyside firms, the integrated Dealogic platform creates a network of the world’s biggest banks and more than 250 leading institutional investors.
Whether working in banking, capital markets, sales and trading, or institutional investing, firms rely on us.
Visit www.dealogic.com for more information.

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 government 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 - helping our clients to tell their story clearly and effectively during initial public offerings and mergers and acquisitions
  • Investor relations - advising listed companies on communication with analysts, shareholders and potential shareholders
  • Corporate communications - offering strategic counsel to financial services companies and other firms to improve corporate reputations and handle crisis situations

Contact Us

Delegate Booking And Registration Enquiries
Pamela Lam
Conference Executive
Speaking Opportunities
Yvonne Hynes
Senior Content Editor
Sponsorship Opportunities
Nawshad Noorkhan
Commercial Manager- Wealth & Asset Management, Infrastructure & Project Finance

FT Investment Management Summit: Asia 2015

Details of the FT Investment Management Summit: Asia 2015 can be found here.

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