AIMA China Asset Management Forum – London

AIMA invite you to join the China Asset Management Forum which will explore the impact and preparation of resources under the new environment of ‘A’ share inclusion into MSCI index families, ‘A’ share inclusion into the FTSE Russell Index, MSCI derivatives, impact of Brexit on fund structuring & distribution, China manager access to European markets via UCITS structures and China manager selection and portfolio allocation.

The seminar will cover the following topics:

Introduction to the China asset management industry
PFM WOFE – an update on global managers in China
Interpretation of new QFII regulations
Opportunities of ‘A’ share inclusion into MSCI and FTSE Russell Indexes
Opening the China bond market and inclusion into Bloomberg Indexes
London-Shanghai Stock Connect
Opportunities for China portfolios run by global managers and external managers selection among China local managers via the QFII scheme
Global brokers / service providers will provide an update of the UK & European asset management sector and welcome China managers to establish a greater presence through various structures.

AGENDA

08:30	Registration
09:00-09:05	Welcome Speech: Jack Inglis, Chief Executive Officer, AIMA
09:05-09:15	Welcome Speech: Ms Chunyan Chen, Secretary General, AMAC
09.15-09.20	Speech: Monica Sah, Co-Chair of Global Financial Regulation Steering Committee, Clifford Chance
09.20-09.50	Keynote: The New Era of China Asset Management: A Vivid and More Open Outlook Speaker: Ms Bing Han, Managing Director, Department of Investor Education & International Affairs, AMAC
09.50-10.10	Keynote: China Economic Outlook Speaker: Changchun Hua, Chief Global Economist, Guotai Junan Securities
10.10-10.30	Keynote: China Asset Management Perspective - Looking into Grand Opportunities of China Economy and Capital Market Speaker: Wei Hao, Deputy General Manager of ICBC Credit Suisse Asset Management Co., Ltd
10.30-10.50	Keynote: Impact and Resources - Preparation of the New Series of Index Weighted A share Inclusion into MSCI Speaker: Jean-Maurice Ladure, CFA, Executive Director and Head of Equity Applied Research, EMEA, MSCI
10.50-11.10	Keynote: FTSE Russell's Views on China 'A' share Speaker: Christopher Woods, MD, Governance, Risk & Compliance, FTSE Russell
11.10-11.30	Tea break
11.30-11.35	Keynote: UK - China partnership in asset management Speaker: Alderman William Russell, City of London Corporation
11.35-11.55	Keynote: China QFII Scheme, Sail for the New Journey Speaker: Jiachun Chen, Head of Equity Sales & Trading Department, Executive Director, CITIC Securities
11.55-12.45	Panel Discussion: Global Managers’ New Ecological System in China: Mapping Diversified Opportunities This panel will discuss the business model of PFM WOFE and the new business strategy after QFII regulations are launched. Getting seeding capital from a group company together with external offshore clients & providing investment consulting services. Moderator: Ying White, Partner and Head of Clifford Chance China Investment Funds and Asset Management Practice, Clifford Chance Speakers: Amy Wang, General Manager, Aberdeen Standard Asset Management (Shanghai) Co., Ltd. Patrick Liu, CEO, China, Neuberger Berman Ding Yuan, Deputy General Manager, Custody & Investor Services Department, China Construction Bank Eva Shen, Deputy General Manager of Financial Products and Assets Management Department, Guotai Junan Futures Co., Ltd Joyce Xu, Partner, EY
12.45-13.30	Lunch
13.30-13.55	Keynote: London to Play a Key Role in Building a Unique Platform for China Financial Firms' Expansion into UK & Europe and New Initiatives for China Cross Border Scheme Speaker: David Bartlett, Head of Financial and Professional Services, Department For International Trade, UK
13.55-14.20	Keynote: European Asset Management Update, Opportunities and Challenges for Chinese Asset Managers Speaker: Michelle Lloyd, Partner, Maples Group
14.20-14.45	Keynote: China Bond Market Overview & Impact and Preparation For Inclusion Into Bloomberg Barclay Index Speaker: Sherwood Kuo, Product Manager, Fixed Income Indices, Bloomberg
14.45-15.35	Panel Discussion: Global Observation On China's Product Offering - China Mandates from Global & China Managers and China Asset Firms’ Expansion into UK & Europe Moderator: Alex Birkin, Partner, EMEIA Industry Leader, Global Advisory Leader, Wealth and Asset Management, EY Speakers: Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income, BNP Paribas Asset Management Jinming Hu, Chief Executive Officer, Board Director of GF International Asset Management (UK) Company Tony Freeman, Executive Director, Government Relations, DTCC Europe Ltd Maggie Zhao, Partner, Global Financial Markets Practice, Clifford Chance
15.35-15.50	Tea break
15.50-16.15	Keynote: Global Portfolio re-Packing China Portfolios for New Alpha: Structure & Solution Speaker: Gareth Anderson, Senior Researcher, Emerging Markets, Mercer
16.15-16.35	Keynote: Quantitative Investment & Application of Derivatives in China, Where Rich Alpha Exist Speakers: Min Yang, China CEO, Winton
16.35-17.00	Keynote: China Manager & China Mandate Selection Speaker: Theresa Han, Managing Director, Hedge Fund Strategies, GCM Investments Hong Kong Limited
17.00-17.50	Panel Discussion: Strategic Thinking over Multi-Asset Allocation from a China perspective Moderator: Leo Shen, China Wealth Leader, China Wealth Business, Mercer Speakers: Merrick Styles, Portfolio Manager, Multi-Assets, Schroders Jean Thouvenin, Head of Business Development EMIR, Fullerton Richard Pan, Managing Director, Head of QFII Investment and International Business, Head Portfolio Manager, China AMC Fund Management Company Rongrong Huo, Executive Director, Investec Asset Management Limited
17.50-18.00	Closing remarks Michael Bugel, Managing Director, Co-Head of APAC, AIMA
18.00-19.00	Group networking