Agenda subject to change, all times in GMT +8

8:30 to 8:35 AM l Opening Remarks


8:35 to 8:40 AM l Welcome Keynote

Mr Xu Jing

Deputy Director of Department of Finance, Shipping and Innovation, the Shanghai Lujiazui Financial City Authorities


8:40 to 8:45 AM l Welcome Address

黄佳 // Elton Huang

中国税务部主管合伙人, 中国中区市场主管合伙人, 中国上海主管合伙人, 普华永道中国, // China Tax Leader, Central China Markets Leader, Shanghai Office Lead Partner, PwC China


8:45 to 9:35 AM l 小组讨论:回望与迎新之际,前瞻中国市场机会 // Panel Discussion: What China Opportunities Await Us in 2022, Taking 2021 As A Backdrop

Sam Xu

China Country Executive, The Bank of New York Mellon

Leo Shen

Managing Director, Head of Fund Management Business, China, Allianz Global Investors


9:35 to 10:15 AM l 小组讨论: 关于银行理财子公司的最新发展及合资理财公司的展望 // Panel Discussion: Latest Updates and Outlook for China Banking Wealth Management Sector together with their Foreign JV Partnership

Alexandre Werno

Head of Strategic Partnerships and JVs, Asia Pacific, BNP Paribas Asset Management


10:45 to 11:25 AM l 小组讨论: 从基金投资人的视角展望未来中国基金产品配置逻辑 // Panel Discussion: Looking Through the Allocators’ Lens When Assessing 2022 China Allocation and Weightings


Emilie Deng CFA

Executive Director, Prime Services - Capital Introduction, Goldman Sachs

Kevin Huang

Portfolio Manager, Russell Investment (Shanghai)

Biao Pei

Managing Director, China, Verition Fund (confirmed)


11:25 to 12:05 AM l 小组讨论:重塑中国投资组合,探索中国市场的收益来源 // Panel Discussion: China Portfolios: Searching Alpha in 2022

Tony W. Chao

Managing Director, Head of Securities Services, Greater China Global Transaction Banking, Deutsche Bank

David Dong

Deputy General Manager, China Universal Asset Management (Hong Kong) Company Limited

Paul Gan

Managing Director, Gopher Asset Management

Yue Zhao

General Manager & Head of Research, Shanghai South Land Asset Management Co., Ltd.


14:00 to 14:40 PM l 小组讨论:关于中国债券市场展望 // Panel Discussion: What Gives In China Bond Market with relevant Global Indexes Inclusion

Janice Wang

Managing Director, Head of Institutional and Wealth Sales, China, Global Markets, HSBC Bank (China) Company Limited

Michael Liu

CFA, Director, Fixed Income, China, Barings investment Management (Shanghai) Ltd

Binshan Gong

Relationship Director, Overseas Client Department, CCDC Shanghai Headquarter


14:40 to 15:30 PM l 小组讨论:中国私募基金管理的运营焦点 // Panel Discussion: What Operational Trends and Challenges Present Themselves Across China Private Fund Market

Jeff Li

CEO, Sycamore Asset Management

Peide Yan

Chief Operating Officer, CloudAlpha Capital

Rachel Wu

Regional Head of Business Development and Compliance Manager, ComplianceAsia Consulting Ltd

Lisa Tsui

Partner, Assurance, Financial Services practice, PwC


15:40 to 16:20 PM l 小组讨论: 海外投资中国的基金架构及税务发展趋势 // Panel Discussion: Latest Fund Structures and Taxation Issues Arising in China Offshore Market

Cora Tang

Managing Director, APAC Head of Product for Alternatives, State Street

Dr Jian Liang

CEO, Managing Director, Executive Board Member, Head of China Desk, Hauck & Aufhäuser Privatbankiers AG


16:20 to 17:00 PM l 小组讨论:中国市场量化投资展望 // Panel Discussion: China Quantitative Investment—Major Themes and Challenges, Is the Alpha Still There

Max Xu

Portfolio Manager, Aspect Capital Limited


17:00 to 17:15 PM l 访谈:中国金融领域的信息安全焦点及未来演变 Interview: Data Security Changing Trends in China Financial Markets

Kher Sheng Lee

Managing Director, Co-Head of APAC and Deputy Global Head of Government Affairs


17:15 to 17:55 PM l 小组讨论:全球碳中和进程为资产管理人带来的机遇与挑战 // Panel Discussion: Opportunities & Challenges Setting For Investment Managers Amid the Process of Global Carbon Neutral Initiative

Sun Wei, CFA

Managing Director of CNW Capital Service Ltd., European Senior Advisor to Shanghai Lujiazui Financial City

Stephen Baron

Deputy Director for Financial Services, UK Department for International Trade, British Consulate General Shanghai

Ling Zhu

Head of Capital Markets, CDP China


17:55 to 18:35 PM l 小组讨论:中国另类投资的机遇 // Panel Discussion: Rolling Out the Alternative Investment Landscape in China, What Structures /Products Should we be Looking For

Ji Wang

Senior Vice President, Head of Fund Management China, GLP

Joy Hu

General Manager, Suiyong Capital

Xiaofeng Shen

Shanghai United Assets and Equity Exchange Need further confirmation