Agenda subject to change (GMT+8)

Speakers will present in Mandarin. SI will be available. 

No Replay available. 

09.00 AM – 09.05 AM | 开幕致辞 // Opening remarks

 

9.05 AM – 9.15 AM l 欢迎辞 Welcome Speech

上海陆家嘴金融城发展局副局长 梁庆 // Liang Qing, Deputy Director-General, Shanghai Lujiazui Financial City Authority 

9.15 AM – 9.20 AM l 欢迎主旨演讲 // Welcome Keynote

 

9.20 AM – 9.25 AM l 欢迎主旨演讲 // Welcome Keynote

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王彦峰 // Tim Wang

高伟绅律师事务所中国区联席管理合伙人 // Co-Managing Partner, Clifford Chance China Officers

 

9.25 AM – 9.40 AM l 中国宏观经济与投资策略展望 // Presentation: Latest China Macro And Investment Management Thoughts For 2024

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Jeffrey Guo // 郭中宝

Managing Director & General Manager of Overseas Institutional Clients Department, Guotai Haitong Securities

 

9.40 AM – 9.55 AM l 全球资本市场及大类资产配置前瞻 // Presentation: Global Market Dynamics: Unveiling Allocation Strategies

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田红雨 // Rain Tian

Nasdaq eVestment 北亚除日本以外地区，董事总经理 // Managing Director, North Asia ex Japan, Nasdaq eVestment

 

9.55 AM – 10.10 AM l 中国金融改革开放2023年度报告 // Keynote: China Financial Liberalisation Progress Review - 2023

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Alex Jiang // 江海峰

EY Greater China Financial Services Partner, Japan Business Leader, and China Oversea Investment Network FS Global Leader // 安永大中华区金融服务合伙人、日本商业服务主管、中国海外投资业务部全球金融主管

 

10.10 AM – 11.00 AM l 全球资产管理的最新发展,从另类策略到ESG // Panel Discussion: How does the ESG and Alternative Investment Look Like Through An Uncertainty Lens

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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

颜慧 // Hui Yan

北京基金业协会监事长 // Chief Supervisor, Beijing Private Equity Association

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房向 // Edward Fang

路博迈基金管理有限公司，ESG研究总监 // Head of ESG Research, Neuberger Berman

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Stanley Song // 宋文君

Head of Securities Services in China, BNP Paribas // BNPパリバ,中国証券サービス部長 // 法国巴黎银行, 中国证券服务业务主管

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赵俊峰 // Junfeng Zhao

鼎力可持续数字科技有限公司，气候变化总监, // Director of Climate Change, Governance Solutions Group

 

11.00 AM – 11.10 AM l MORNING TEA BREAK – An Opportunity to Engage with Delegates and Speakers

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11.10 AM – 11.55 AM l 中国私募股权行业发展与产业升级和新兴行业成长 // Panel Discussion: Should We Be Optimistic On China’s PE And VC For 2024

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张雄飞 // Xiongfei Zhang

国寿资本投资有限公司 副总经理兼股权投资中心总经理 // Deputy General Manager & General Manager, Equity Investment Centre, China Life Capital Co., Ltd

黄岩 Huang Yan

上海市国际股权投资基金协会副理事长兼秘书长，领中资本管理合伙人 // Vice Chairman & Secretary General, Shanghai Private Equity Association; Managing Partner, Lantern Capital (Shanghai) Management

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叶亚丽 // Yali Ye

中证汇成基金董事长，深圳市政协委员 // Chairman, Huicheng Fund, Member of Shenzhen Municipal Committee of the CPPCC

 

11.55 AM – 12.40 PM l 全球私募股权基金看中国市场投资机会及基金架构最新发展 // Panel Discussion: Optimal Fund Structures For Global PE Managers On China Investments

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王春杰 // Jie Wang

母基金周刊 董事总经理 研究及资产交易负责人 // Managing Director, Head of Research and Secondary Fund, FoF Weekly

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孙恂 // Susan Sun

摩根士丹利投资管理，董事总经理, // Managing Director, Morgan Stanley Investment Management

 

12.40 PM – 1.25 PM l 午餐和茶歇 // LUNCH & COFFEE BREAK – An Opportunity to Engage with Exhibitors, Delegates, Speakers

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1.25 PM – 1.55 PM l Dialogue: China Opportunities Through The Lens Of Global Wealth Managers - A Two-Way Perspective

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彭彦杰 // Jeffrey Peng

德意志银行（中国）有限公司总行副行长 私人银行财富管理中国区总经理, 董事总经理 // Managing Director, Head of Private Bank Wealth Management China, Executive Vice President, Deutsche Bank

梁冰 Bing Liang

施罗德交银理财有限公司总裁 // President, Schroders BOCOM Wealth Management Co.,Ltd.

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田宇星 // Dennis Tian

法巴农银理财有限责任公司副首席投资官 // Deputy CIO, BNP Paribas ABC Wealth Management Co.,Ltd

 

1.55 PM – 2.35 PM l 中国资产管理行业的新周期，业界的期待与行动 // Panel Discussion: How Investors Perceive China’s Investments In 2024

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邓星 // Amy Deng

道富银行，中国区业务拓展负责人 // China Head, Sector Solutions, State Street

Min Dai preside

戴旻 // Min Dai

富达基金 多元资产投资策略总监 // Client Solution Investment Director, Fidelity International

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杨静 // Victoria Yang

锋裕汇理投资咨询（北京）有限公司副总经理 杨静 // Deputy General Manager of Amundi Investment Advisory (Beijing) Co. Ltd

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包剑虹 // Hongjian Bao

亚洲养老金融与产业研究院 院长 中信改革发展研究基金会金融实验室专家成员 // Dean, Asia Ageing Industry & Finance Research, Expert Member, Financial laboratory, CITIC Foundation for Reform and Development Studies

 

2.35 PM – 2.45 PM l 下午茶 // Afternoon Tea Break - An Opportunity to Engage with Exhibitors, Delegates, Speakers

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2.45 PM – 3.00 PM l 访谈：基业长青：家族办公室运营与未来展望 // Health And Wealth – Family Office Outlook

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范晓曼 // Tiffany Fan

惠裕全球家族智库创始人《家族办公室》总编辑 // Editor-In-Chief, Family Office Magazine; Founder of FOTT

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廖梦 Anna Liao

香港特区政府投资推广署 内地家族办公室联席主管 // Co-Head of Family Office, Mainland China, The Office of the HKSARG Government in Beijing

 

3.00 PM – 3.15 PM l 中国基金市场业绩回顾与2024展望 // Presentation: China Fund Market Performance Scan and What We Expect In 2024

张茹 // Maggie Zhang

好买财富副总经理，创始合伙人 // Deputy General Manager, Founding Partner, Howbuy Wealth Management

 

3.15 PM – 4.00 PM l 亚太投资市场及基金业的最新发展及对中国业界的启示 // Panel Discussion: Development of APAC Investment Market & Fund Industry and Reflection on China Market-Key Considerations for the Future?

Xu Yifan preside

徐逸帆 // Yifan Xu

罗素投资管理（上海）有限公司 董事，投资解决方案 // Director, Investment Solutions, Russell Investments

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徐伟 // Wei Xu

MSCI亚太区研究部 执行董事 // Executive Director, APAC Equity Solutions Research, MSCI

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王丰硕 // Oscar Wang

Teneo 咨询公司 资深董事总经理、中国区负责 // Senior Managing Director and Head of Shanghai, Teneo

 

4.00 PM – 4.15 PM l 日本20年的修复、重生与对中国的启示 // Keynote: A Revisit on Japan 1992-2012: Restoration, Renascence and Remarks

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白雪石 // Xueshi Bai, CFA

中国保险资管业协会境外投资与对外开放专委会委员、阳光资产管理股份有限公司境外投资部部门负责人 // Head of Global Investment Department, Sunshine Asset Management Co Ltd

 

4.15 PM – 5.00 PM l 中资管理人境外发展新趋势，从战略到基金架构及运营管理的新视角 // Panel Discussion: Insights on China Manager's Expansion Strategies

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周杨 // Yang Zhou

新熙基金服务有限公司创始人，董事总经理 // Founder, Managing Director, NuBright Fund Services Limited

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张家荣 // Ben Teo

瑞银期货有限责任公司董事长，瑞银证券 董事总经理，中国区环球市场融资服务主管 // Managing Director, Head of Global Markets Financing China, UBS Securities Co. Limited; Chairman of UBS Futures Co. Ltd.

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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

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訾源 // Yuan Zi

鑫巢资本 首席运营官 // Chief Operating Officer, Golden Nest Capital Management

 

5.00 PM l 结束语 // Closing Remarks