The 11th Index and Indexing Investment Forum
September 19, 2017
Golden Ball, 2F, Double Tree by Hilton Shanghai-Pudong, 889 Yanggao Nan Road, Shanghai
Forum Agenda
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8:30-9:00
- Registration
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9:00-9:05
- Welcome
- Zhigang Ma (General Manager, China Securities Index)
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9:05-9:30
- Address
- Fushi Zheng (Deputy Secretary General, Asset Management Association of China)
- Yilin Xu (Deputy General Manager, Shanghai Stock Exchange)
- Hui Li (Deputy General Manager, Shenzhen Stock Exchange)
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9:30-10:00
- Opportunities for Overseas Investment Under the Belt and Road Initiatives
- Bin Qi (Deputy General Manager, China Investment Corporation)
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10:00-10:30
- Market Outlook Under an Investment Clock Framework
- Xunlei Li (Chief Economist, Zhongtai Securities)
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10:30-10:45
- Tea Break
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10:45-11:15
- Passive Investments – Evolution and Outlook of ETFs
- Jim Cao (Vice President, Passive Investment, North Asia, Deutsche Asset & Wealth Management)
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11:15-11:45
- Structure of Pension Fund Portfolio and Asset Allocation
- Clare Zhao (General Manager, Vanguard Investments Shanghai Limited)
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11:45-12:15
- Development of Leverage & Inverse Products in HK
- Brian Roberts (Senior Vice President, Head of Exchange Traded Products, Hong Kong Exchanges and Clearing Limited)
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12:15-13:15
- Lunch
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13:15-13:45
- Factor Based Investment and Applications
- Peng Chen (Chief Executive Officer, Asia & Pacific, Dimensional Fund Advisors)
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13:45-14:15
- FOF Development from Bank’s Perspective
- Hangyu Zhang (Deputy General Manager, Personal Banking Dept., ICBC)
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14:15-14:45
- Exploring ESG Investment in China Market
- Jian Gao (Deputy General Manager, Morgan Stanley Huaxin Fund Management)
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14:45-15:00
- Tea Break
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15:00-15:30
- Bond Indexing Investment Outlook
- Daode Gao (Deputy Director, Chief Analyst, Haitong Securities Research Institute)
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15:30-16:15
- Panel Discussion: The Direction of Indexing Investment Development in China
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- Moderator:
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- Yue Fan (Vice President, Chief Product Officer, E Fund Management)
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- Panelists:
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- Xiaowei Li (Deputy General Manager, General Manager of Quantitative Investment Dept., Fullgoal Fund Management)
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- Ya Zhang (Assistant General Manager, Associate Director of Innovation Business Dept., Harfor Fund Management)
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- Clare Zhao (General Manager, Vanguard Investments Shanghai Limited)
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- Athena Chu (Associate Director, Index and Quantitative Investment Dept., China Universal Asset Management)
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- David (Zhiyan) Xu (Ph.D, Managing Director of Indexing and Quantitative Investment Dept., Hua An Asset Management)
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- Yijiang Zuo (Dept. of Equity Derivatives, CITIC Securities)
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16:15
- End
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