China Asset Management Forum

USA

Join both the Asset Management Association of China (AMAC) and your fellow AIMA members for a full day of education and networking.

This seminar will discuss the following topics:

Implications for A-share inclusion in the MSCI index & preparing for potential risks
Portfolio construction—The impact on global portfolio re-balancing when A shares gradually increase their weight in the MSCI index family
MSCI China Index Derivatives—How to hedge China portfolios in volatile markets
Manager selection—How to best identify, select and access local Chinese managers
Operation flow, fund administration & custody management in global portfolios following A-share inclusion

To register, please contact [email protected]

Agenda

9:20 - 9:40	Welcome Speech Chunyan Chen, Vice Secretary General Michelle Noyes, Head of Americas, AIMA Jefferey LeMaster, Partner, Funds and Investment Management Group, Clifford Chance
9:40 – 10:20	China Asset Mgmt. Update Bin Han, Managing Director, Department of Investor Education & International Affairs, AMAC
10:10 – 11:00	Are you ready for China A shares? Implications of Including A-Shares in Benchmark Indexes Sebastien Lieblich, Global Head of Equity Solutions Research, MSCI
11:00 - 11:10	Tea Break
11:10 – 11:40	FoF Practices in China Brian Ingram, President & General Manager, Russell Investment (China)
11:40 – 12:10	How Global Investors to Set Out Portfolio Rebalance Incorporating Impact of A-share Inclusion into MSCI Index Nick Davies, Partner, US Investment Consulting Business Leader, Mercer
12:10 – 1:30	Lunch
Afternoon Session A
1:30 – 2:00	How to Hedge a China Portfolios via MSCI Derivative Products Rachna Mathur, Global Lead of MSCI Product, Eurex
2:00 – 2:30	Broad View On China Investment Opportunities For Global Investors Gerardo Rodriguez, Managing Director, Portfolio Manager, Emerging Markets (EM) group, BlackRock
2:30 – 2:50	Tea Break
2:50 – 3:40	Panel Discussion: The Mystery of China Managers / China Portfolios to Produce Relatively Strong Return in Diversified Strategies Moderator: Janet Li, CFA, Wealth Business Leader, Asia, Mercer William Yun, Executive Vice President, Franklin Templeton Multi-Asset Solutions Group Brian Ingram, President & General Manager, Russell Investment (China) Jing Lei, CEO, Harvest Fund Management Co., Ltd Rocky Hu, Managing Director, China Post Yongan Fun
3:40 – 4:30	Panel Discussion: Genuine China HF managers in Offshore Derivative market-land VS China Portfolios Managed by Global Managers with embedded hedging tools (MSCI derivative products, China crude oil futures, etc) Moderator: Geoff Dennis, Managing Director, Emerging market Strategy, UBS AG Tedric Holdsworth, Partner, Manager Research, Prelude Capital Donghai Xie, Chairman & CIO, Syntropy Asset Management Shen Yi, Founder & CEO, Shen Yi Investment Richard Ding, Founder & CIO, Goldenwise Capital Management
Afternoon Session B
1:30 – 2:00	Keynote: China Market Access Update, Going onshore Ying White, Partner, Clifford Chance
2:00 – 2:50	Panel Discussion: Exploring China Asset Management Business Opportunities and Set Preparation for the Challenge Moderator: Ying White, Partner, Clifford Chance Grant Bughman, Senior Portfolio Manager, UBS Asset Mgmt Andrew Komaroff, Global Chief Operating Officer, Neuberger Berman Zhongbao Guo, Head of International Business, Guotai Junan Securities Joseph Zeng, General Manager, Partner, Greenwoods Asset Management (HK) Ken Chung, Managing Director, Global Sales and Marketing, APS Asset Management
2:50 – 3:10	Tea Break
3:10 – 3:40	Keynote: Bloomberg Barclays Index Products and Implication For Recent Inclusion of The Chinese Bonds Sherwood Kuo, Bloomberg
3:40 – 4:30	Panel Discussion: Operation Flow, Fund Administration & Custody Management in Global Portfolio for A-share Inclusion into MSCI Index Family & MSCI Derivatives Deployment, CIBM & Bond Connect Moderator: Michelle Noyes, Head of Americas, AIMA Mark Bouchea, Managing Director, Global Product Management & Solutions, DTCC Patrick W C Wong, Head of China Sales and Business Development, HSBC Securities Services Rehan Masood, Global Head of Enterprise Trading Apps & Connectivity, Bloomberg Andrew Peake, Managing Director, UBS Wealth Management
4:30 – 5:00	Coffee Chat & Group Networking