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