AIMA China Asset Management Forum – Frankfurt

Germany

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 managers access to European markets via UCITS structures and China manager selection and portfolio allocation.

This 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
  • MSCI derivatives and incorporation into China portfolios
  • Evolving landscape of the European asset management industry & European investors
  • CEINEX (China Europe International Exchange) product offering
  • 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, AIMA

Michael Bugel, Managing Director, Co-Head of APAC, AIMA

09.05-09.15

Welcome Speech: Ms Chunyan Chen, Secretary General of AMAC

09.15-09.25

Welcome Speech: The Gateway to Europe

Michael Peters, Deputy Chief Executive Officer, Eurex Frankfurt AG

09.25-09.30 Welcome Speech: Dr CHEN Han, Co-CEO, China Europe International Exchange (CEINEX)
09.30-10.00

Keynote: A 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

10.00-10.20

Keynote: China Asset Management Perspective - looking into the opportunities of the China economy and
capital market

Speaker: Richard Pan, Managing Director, head of QFII Investment and International Business, Head
Portfolio Manager, China AMC Fund Management Company

10.20-10.40

Keynote: RMB product platform and China related strategy offering: Continental European hub for global
asset management investment accessing China

Speakers: Dr. ZHU Junjun, Executive Director and Head of Product Development, CEINEX

10.40-11.20

Fireside talk: Impact and resources - Preparation of the new series of index weight hike of A share inclusion
into MSCI & start of inclusion into FTSE Russell Index

Moderator: Eva Huang, Managing Director, Head of Global Coverage Group, Greater China, DWS Investments Hong
Kong Limited

Speakers:
Sebastien Lieblich, Managing Director and Global Head of Equity Solutions, MSCI
Jamie Perrett, Managing Director, Research & Analysis, FTSE Russell

11.20-11.35

Tea break

11.35-11.55

Keynote: Key Observations of 2019 DB Alternative Investment Survey

Speaker: Marlin Naidoo, Global Head of Capital Introduction and Hedge Fund Consulting, Deutsche Bank

11.55-12.45

Panel: China QFII and other Cross Border Schemes to restructure an unprecedented investment opportunity landscape

Moderator: Oliver Kang, Financial Services Tax Partner, PwC

Speakers:

Jiachun Chen, Head of Equity Sales & Trading Department, Executive Director, CITIC Securities
Ding Yuan, Deputy General Manager, Custody & Investor Services Department, China Construction Bank
Kathrine Husvaeg, Senior Portfolio Manager, Russell Investments
Lois Liu, Vice President, Head of Foreign Institutional Business, CITIC Futures

12.45-13.30 Lunch
13.30-13.55

Keynote: Access to China - cross-border PRC schemes and how to utilize them from
a legal practitioner’s perspective

Speaker: Melody Yang, Partner, Simmons & Simmons

13.55-14.20

Keynote: Investment funds structuring in Europe, Luxembourg UCITS and alternative investment funds, fund
distribution of China strategy-focused funds

Speaker: Henning Schwabe, Partner, Arendt & Medernach

14.20-15.10

Panel discussion: Global portfolio rebalance among a changing world & how to embrace quant, artificial
intelligence and ESG

Moderator: Adam Jacob-Dean, Managing Director, Global Head of Markets, Governance and Innovation, AIMA

Speakers:
Ferdinand Hass, Head of Product EMEA & APAC, DWS Group & GmbH Co KgaA
Jinming Hu, Chief Executive Officer, Board Director of GF International Asset Management (UK) Company
David Dong, Deputy General Manager, China Universal Asset Management (Hong Kong) Company Limited
Mezhgan Qabool, Head of Market Development, Asia Pacific, Eurex

15.10-15.25 Tea break
15.25-15.50

Keynote: Evolving landscape of global investors, operating model, outsourcing and preference

Debra Ng, Board Director, Albourne Partners Limited

15.50-16.10

Keynote: Institutional Investors in Germany and their attitude towards alternative investments

Frank Dornseifer, Managing Director, Bundesverband Alternative Investments e.V. (BAI)

16.10-16.55

Panel discussion: Accessing European investors, methodology & practice

Moderator: Christian Gürtler, Director, PwC

Speakers:
Debra Ng, Board Director, Albourne Partners Limited
Marlin Naidoo, Global Head of Capital Introduction and Hedge Fund Consulting, Deutsche Bank
Peter Kane, Managing Director, Co-Head of Client Service Europe, Citco Fund Services
Stephen Jen, CEO and Co-CIO, Eurizon

16.55-17.00

Closing remarks

Michael Bugel, Managing Director, Co-Head of APAC, AIMA

17.00-18.00 Group networking

To book, please email events@aima.org

 

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