Agenda subject to change (GMT+8)

Speakers will present in Mandarin. SI will be available. 

No Replay available. 

AIMA Host

吴帆 // Frank Wu

Director, Head of China (另类投资管理协会 中国区负责人,董事,首席代表 )

 

9.05 AM – 9.15 AM l 欢迎辞 // Welcome Speech

徐璐 // Xu Lu

陆家嘴全球资产管理联合会 秘书长 // Secretary-General, Global Asset Management Association of Lujiazui

 

9.55 AM – 10.10 AM l 主旨演讲: 中国金融改革开放2024回顾及2025展望 // Keynote: Assessing Progress – Evaluating China’s Financial Liberalisation

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 – 10.55 AM l 小组讨论: 全球资产管理的最新主题:指数化投资,另类策略产品,多策略组合,数字化及 ESG 的纵深化发展 // Panel Discussion 1: Global Perspectives – Emerging Themes in Asset Management

Nan R. Zhang, PhD CFA

Managing Director, Head of Product Implementation and Alternative Investment Research, State Street Associates

谭颖 // Ying Tan

罗素投资 中国区总经理 // General Manager, Russell Investments (Shanghai)

William Hui

Deputy CEO, Neuberger Berman Fund Management (China) Limited

 

11.05 AM – 11.45 AM l 小组讨论: 国际视角与中国资产管理行业发展机遇 // Panel Discussion 2: Bridging Borders – Where is the money going in China?

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

沈良 // Leo Shen

安联基金管理有限公司, 总经理, // General Manager, Allianz Global Investors Fund Management Co., Ltd (AllianzGI FMC)

Filippo Shen //沈佳斌

Chief Representative – China, Privium Fund Management //プリビウム・ファンド・マネジメント(香港)有限公司 中国本土首席代表//荷兰 Privium Fund Management (HK) 资产管理公司中国大陆地区首席代表

Mingyih Wu

General Manager, Shanghai Dongkai Investment Management Co., Ltd. 

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

Melody Yang

Partner and Co-head of Shanghai YaoWang Law Offices

 

11.45 AM – 12.25 PM l 小组讨论:中国私募股权基金的全球化进击:基金架构及多元化策略 // Panel Discussion 3: Navigating New Frontiers – China PE/VC Managers onto the Global Stage

倪清 // Qing Ni

中国内地资产和财富管理行业主管合伙人 // Chinese Mainland Asset and Wealth Management Industry Leader, PwC

徐志强 // Zhiqiang Xu

加拿大鲍尔集团(Power Corporation of Canada ) 董事总经理和中国区负责人 // Principal, Long-Term Investment Department, Power Pacific Corporation Limited

 

01.05 PM – 01.45 AM l 主旨演讲: 全球财富管理市场的 2025 展望与中国市场的资产配置前瞻 Panel Discussion 4: From East to West – The Outlook Of Global Wealth Management and China's Perspectives

胡彦仁 // Ian Jin Hu

星展银行(中国)有限公司, 执行董事,环球交易服务部证券信托服务部主管 // Executive Director, Head, Securities & Global Transaction Services DBS Bank (China) Limited

Frank Wang

Chairman and General Manager, UBS Asset Management (Shanghai)

Dan Liu

Deputy General Manager, Barings Overseas Investment Fund Management (Shanghai) Limited

Penny Chen

百达世瑞(上海)私募基金管理有限公司总经理及法人代表 - 陈蒙恩 // General Manager, Pictet Private Fund Management (Shanghai) Limited

 

01.45 PM – 02.25 PM l 小组讨论: 中国境内资产管理行业回望与再启征程:迎接新周期 &中国对冲基金的进化之路 // Panel Discussion 5: Local Opportunities – Strategic Initiatives in China’s Onshore Asset Management Sector & Involving Path of China Hedge Fund Managers

Guohuai Lin

General Management Assistant, Director & Portfolio Manager, FoF Investment and Financial Engineering Department, Aegon-Industrial Fund Management Co., Ltd.

田峰 // Feng Tian

景林资产合伙人、FOF基金经理 // Partner, Portfolio Manager, FoF Department, Greenwoods Asset Management

Shen Yi // 申毅

Chairman & CIO, Shenyi Investment // 申毅投資 CEO兼CIO//申毅投资 首席执行官

 

02.25 PM – 03.00 PM l 主旨发言:海外基金设立与运营的全球新观察 // Fireside Chat: Global Confidence, Local Stability

林颖 // Ally Lam

合伙人, 香港, 投資基金及公司, 滙嘉律師事務所(香港) // Partner, Hong Kong, Investment Funds & Corporate, Walkers

 

03.15 PM – 03.55 PM l 小组讨论: 中资管理人海外战略与运营实践 // Panel Discussion 6: China’s Offshore Asset Management – Strategic Direction and Best Practises

Janet Yang

VP - Strategic Consulting, OP Investment Management Limited

Cindy Li

Head of Marketing, Century Frontier Asset Management

Yang Zhou

Founder, Managing Director, NuBright Fund Services Limited

Diwen Li

Director of Business Development, Allfunds

 

03.55 PM – 04.20 PM l 访谈: 全球量化投资行业及多元资产配置前瞻 // Interview: Global Perspectives – Trends in Quantitative and Multi-asset Investing

Dawn Yu

Head of Research, Persistent Asset Partners

 

04.20 PM – 05.15 PM l 小组讨论: 金融科技及AI 有望重塑资产管理行业的未来发展?// Panel Discussion 7: Empowering Growth – The Opportunities of AI and Fintech in China’s Asset Management Future

Yarina Chen

Chairman of SAIFSA Quantitative Investment Club, SJTU, Head of International Business Department, Huatai Futures

Rui Kan

Professor of Practice, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University

陈安琪 // Seraph Chen

中信里昂基金服务业务副总裁 // Vice President, CITIC Securities Fund Services (Asia) Limited

Jiaqi Chen

至明科技 市场总监,陈佳奇 // Marketing Director, Wisdom Fintech

Jinshu Lin

Head of AI Department, Chief Technical Expert of AI, Hundsun Technologies Inc.

 

5.15 PM l 结束语 // Closing Remarks