Agenda subject to change, all times in GMT +8

9:00 to 9:05 AM l Opening Remarks


9:05 to 9:10 AM l Welcome Keynote

Mr Xu Jing

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


09:30 AM to 10:20 AM l Panel Discussion: Global Managers Options When Considering China Set-Up – What’s Working or Not!

宋文君 // Stanley Song

法国巴黎银行,中国证券服务业务主管 // Head of Securities Services in China, BNP Paribas

Oscar Wang

Managing Director and Head of Shanghai, Teneo


10:20 to 11:10 AM l Panel Discussion: What’s The Look and Feel Re ESG Investing in China – Issues / Challenges Updates

Taie Wang

Chief Sustainability and Emerging Business officer, Hang Seng Index

Dr. Jingyi Zhang

Investment Officer, Banking Department Region 1, Asia Infrastructure Investment Bank

Joyce Guo

Head of UK PACT China Green Finance Programme, British Embassy Beijing

Shirley Lo

Assistant Manager, Sustainable Investment Consulting, Ogier Global


11:20 to 12:10 PM l Panel Discussion: China Investment Product Landscape – Current State of Play & Core Issues When Looking to Get China Exposure

许晟 // Sam Xu

美国纽约梅隆银行中国区总裁 // China Country Executive, The Bank of New York Mellon

Xiaoxiao Ma

Assistant Director, Market Development Department (Global Business Development Department), Dalian Commodity Exchange

Freda Li

Assistant Vice President Mainland Client Development, Markets, HKEX

Jenny Wong

Managing Director, Global Business, Orient Futures


12:10 to 12:50 PM l Panel Discussion: Managers Viewpoints and Thoughts for Both China Onshore and Off-shore Market 2023

Jeff Li

CEO, Sycamore Asset Management

Ping Zhou

Managing Director, Neuberger Berman Fund Management Company (China)

William Ma

CIO, Grow Investment Group, CAIA Global Board of Director


14:20 to 15:00 PM l Panel Discussion: A Look into Current China Managers Offshore Expansion Plans – How, Why, Where and What Structures

Jun Li

Managing Director, APAC Operations, CITCO Fund Services

Annie Shum

Head of Business Strategy, CSOP Asset Management

Jingyu Zhu

Chief Representative, Beijing Representative Office, Deutsche-Boerse Group


15:00 to 15:40 PM l Panel Discussion: What the Key Risk Management Metrics Needed When Investing in China Portfolios

Julie Zhao

Partner, Shanghai Pumeng Asset Management and Partner, Capital Allocators China

Sophia Chung

Managing Director, Head of Securities Service, HSBC China

吴珊 // Erin Wu

东英投资管理有限公司,投资者关系部主管,高级副总裁 // Senior VP, Head of Investor Relations, OP Investment Management Limited


15:40 to 16:00 PM l A Guided Insight into The China ETF & Derivatives When Incorporating Them in A China Portfolio

郭中宝 // Jeffrey Guo

国泰君安证券海外机构客户部总经理 // Managing Director & General Manager of Overseas Institutional Clients Department of Guotai Junan Securities


16:00 to 16:40 PM l Panel Discussion: Do Opportunities Abound – An Updated View on China’s PE & VC Landscape

Haili Wu, CFA

Associate Professor of Practice in Economics, International Business School Suzhou, Xi’an Jiaotong Liverpool University

Will Zhan

Director and China Representative, Hamilton Lane


16:40 to 17:00 PM l Closing Remarks