Eyes on Asia – Can Today’s Tools Unlock Alpha Tomorrow?

THURSDAY, JUNE 7 AT 9:00 AM HKT

How are the launch of cross-border and cross-country investment initiatives as well as shifting demographics and consumption patterns influencing investment opportunity in Asia? As investors seek out the answer to these questions, demand for actionable data and practical strategies for capturing alpha is growing.

Join S&P Dow Jones Indices and leading industry practitioners to explore:

  • Tactical allocations for economic tailwinds — aligning sector strategies with the sources of Asia’s economic growth
  • Practical approaches to integrating ESG and carbon targets across multi-asset strategies
  • Finding ways to squeeze alpha out of beta – a closer look at blending active and passive beta strategies to enhance risk-adjusted returns
  • How the ETF Connect Program will shape the investment landscape in Asia
Speakers View All >
Laura Lui

Premia Partners Company Limited

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Mary Leung

CFA Institute

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Tianyin Cheng

S&P Dow Jones Indices

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Priscilla Luk

S&P Dow Jones Indices

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Jessica Cutrera

The Capital Company

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Partners
CAIA (HK Alpha)
CFA ARX (HK Alpha)
Location
Cuisine Cuisine, 3101-3107, Podium Level 3, IFC Mall, Central

8:30 – 9:00

REGISTRATION

9:00 – 9:05

 

WELCOME & OPENING REMARKS

Robin Lo, Head of Asia Pacific, S&P Dow Jones Indices

9:05 – 9:35

KEYNOTE: STRATEGIES FOR A SHIFTING INVESTMENT LANDSCAPE

·   How does the trade tension impact the world economy?

·   Is Belt and Road a win-win initiative and providing a new route of investment?

·   How can investors capitalize on opportunities at home and abroad in the volatile market?

Sean Taylor, Managing Director, Chief Investment Officer, APAC, DWS

9:35 – 10:15

PANEL: HOW DEMOGRAPHICS AND CONSUMER SPENDING ARE INFLUENCING INVESTMENT TRENDS

·   How will the demographic trends and consumption patterns provide investment opportunities?

·   Understanding the demographic dynamics at play. Is China still the major driver?

·   Hot investment theme 2018: Explore diversity themed ETFs and Indices

Moderator: Jo Murphy, Managing Director, Asia Pacific, CAIA Association

Panelists:

·   Simon Lee, Head of Institutional Business, Internationals & HK, CSOP

·   Laura Lui, Partner and Co-Chief Investment Officer, Premia Partners

·  Derek Mok, Chief Investment Officer, Fubon Convoy Asset Management

·   Vincent Chen, Head of Index and Quantitative Investment, ICBC Credit Suisse

10:15 – 10:35

COFFEE BREAK

10:35 – 11:05

FIRESIDE CHAT: HOW IS EVOLVING TECHNOLOGY SHAPING ESG?

·   Is ESG a driver of investment risk and return? What it means for your portfolio?

·   Find out how changing demographics and evolving technology are shaping the future ESG trend.

·   How can you integrate the value of ESG to your own advantage?

Interviewer: Mary Leung, CFA, Head, Advocacy, Asia Pacific, CFA Institute

Interviewee:

·   Tianyin Cheng, Director, Strategy and ESG Indices, S&P Dow Jones Indices

·   Yoo-Kyung Park, Head of Global Responsible Investment & Governance, APG Asset Management Asia

11:05 – 11:45

PANEL: WHY ARE SOME PRACTITIONERS USING A BLENDED APPROACH IN TACTICAL PORTFOLIOS?

·   Squeezing alpha out of beta - how passive management has increasingly employed sophisticated methods to beat benchmarks like smart beta and multi-assets.

·   Explore ways to hedge your position with ETFs in lieu of options, puts and other derivatives.

·   Behind the scene: how to construct an effective portfolio by blending active and passive.

Moderator: Priscilla Luk, Head of Global Research & Design, APAC, S&P Dow Jones Indices
Panelists:

·   Jessica Cutrera, Founding Partner, The Capital Company

·   Johnnie Yung, Head of Portfolio Strategists, Asia ex-Japan, SSgA

·   Nathan Zahm, Senior Investment Strategist, Vanguard Investment Strategy Group

·   Julian Liu, President and CEO, Yuanta Securities Investment Trust

11:45 – 12:25

SHOP TALK ON ETF CONNECT: IS IT POISED TO RESHAPE THE INVESTMENT LANDSCAPE IN ASIA?

·   How ETF Connect will transform both China and Hong Kong’s ETF markets.

·   What type of products will gain traction under the new scheme?

·   Address key questions and concerns that audience face when investing in ETFs.

Moderator: Ching-hoo Hui, Senior Finance Reporter, Asia Asset Management

Panelists:

·   Brian Roberts, Head of Exchange Traded Products, HKEX

·   Curtis Tai, Director, Asia-Pacific ETF Sales & Trading, Jane Street

·   Anson Chow, Director, Head of Exchange Traded Product Development, APAC, DWS

·   Carmen Cheung, Head of ETF Team, Samsung Asset Management (HK)

12:25 – 12:30

 

CLOSING REMARKS

Angeline Choo, Head of Greater China and Southeast Asia, S&P Dow Jones Indices

12:30 – 13:30

NETWORKING LUNCH

 

Laura Lui

Premia Partners Company Limited

View Bio >
Mary Leung

CFA Institute

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Tianyin Cheng

S&P Dow Jones Indices

View Bio >
Priscilla Luk

S&P Dow Jones Indices

View Bio >
Jessica Cutrera

The Capital Company

View Bio >
Johnnie Yung

State Street Global Advisors

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Nathan Zahm

Vanguard Investment Strategy Group

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Curtis Tai

Jane Street

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Anson Chow

DWS

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Brian Roberts

HKEX

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Carmen Cheung

Samsung Asset Management (HK)

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Jo Murphy

CAIA Association

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Julian Liu

Yuanta Securities Investment Trust Company

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Simon Lee

CSOP Asset Management Limited

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Vincent Chen

ICBC Credit Suisse

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Derek Mok

Fubon Convoy Asset Management

View Bio >
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