5th annual ETFGI Global ETFs Insight Summit – Asia Pacific starting at 10am in Hong Kong on Sept 11th and virtually on Sept 12
Deborah Fuhr, CFA fellow
Global ETFs industry Research, Consulting, Events, ETF TV, Independent Board Member, Independent Trustee, Advisor, MBA
Register Now to join us for the 5th Annual ETFGI Global ETFs Insights Summits - Asia Pacific! The event will take place on September 11th at Centricity - Concentric, Hong Kong, from 10:00 AM to 6:00 PM, including a networking lunch sponsored by State Street, and a drinks reception sponsored by Waystone. Virtual sessions will be held on September 12th Register now
The summit is designed to provide the opportunity for traders, portfolio managers, and advisors at buyside institutional investor and financial advisors to examine how ETFs are being traded, selected, and used and hear about the most current regulatory, index, product trends: active, bitcoin, crypto, ESG, thematic and trading developments that are impacting investors.
The ETFs industry in Asia Pacific (ex-Japan) had 3,474 products, with 3,664 listings, assets of $979.28 Bn, from 254 providers listed on 21 exchanges in Australia, China, Hong Kong, India, Indonesia, Kazakhstan, Malaysia, New Zealand, Pakistan, Philippines, Singapore, Korea, Taiwan, Thailand, and Vietnam at the end of July.
DAY 1 SPEAKERS WILL INCLUDE: (check our website for updates):
DAY 2 SPEAKERS WILL INCLUDE: (check our website for updates):
Blair A. , Director, Global Business Strategy, Head of Global Marketing & Sales Division, Mirae Asset Global Investments
Mukesh Agarwal , CEO – NSE Indices Limited, NSE India
Ecaterina Bigos, CIO Core Investment, Asia (Ex-Japan), AXA Investment Managers
Andrew Campion, CFA, General Manager, Investment Products & Strategy, ASX
Anil Ghelani, CFA, Head of Passive Investments & Products, DSP Mutual Fund
Koel Ghosh , Senior Growth Advisor, Eminence Strategy Consulting
Ken Han , Institutional Sales and Trading - Head of Southeast Asia and The Greater China Region, Flow Traders
Jamie Hartley , Regional Head of Capital Markets Xtrackers Europe and Asia, DWS Group
Wei Chin Kang , Director, Securities Trading, Equities Securities, SGX Group
Mohamed M.’Rabti, Chief Commercial Officer FMCs, Euroclear
Tyler Manh Dung Nguyen , Chief Market Strategist, Ho Chi Minh City Securities Corporation (HSC)
Tim Yosakorn Niranvichaiya, CFA , Managing Director, Thailand, StashAway
Kei Okazaki , Head of ETF Secondary Trading, Tokyo Stock Exchange
Olivier Paquier , Global Head of ETF Sales, AXA Investment Managers
Janielle Porter, ETF Capital Markets, Vanguard
Shruti Rajan, Partner, Trilegal
Will Ross CFA , Chief Marketing & Distribution Officer, Dragon Capital
Rebecca Sin , Head of Asia ETF, Bloomberg Intelligence, Bloomberg
Alex Vynokur , Founder and Chief Executive Officer, Betashares
Masafumi Watanabe, Head of ETF Business Dept., Nomura Asset Management
Jermyn Wong, Head of Intermediary, South East Asia, State Street Global Advisors
Wai Ken Wong , Country Manager, Malaysia, StashAway
ONG Xun Xiang (王勋祥), CFA, CAIA, CA , ETF Business Lead, Lion Global Investors
Jooyoung Yun, PhD, CFA , Chief Investment Officer, Japan, Global X ETFs Japan
📅 Event Dates:
WHY ATTEND
🌐 Industry Leaders: Engage with ETF sponsors, exchanges, broker-dealers, institutional investors, regulators, and more.
🥂 Exclusive In-Person Networking: Networking lunch sponsored by State Street and a networking drinks reception sponsored by Waystone on September 11th
🎧 On-Demand Access: All sessions will be recorded and accessible after the event.
🆓 Free Registration: For CFA members, buy-side institutional investors, and financial advisors.
📚 CPD Credits: Earn educational credits for your professional development.
AGENDA
📍September 11 - Centricity – Concentric, 2/F, LANDMARK Chater House, 8 Connaught Rd Central, Central, Hong Kong
*times listed are HKT
DAY 1
10am – 10.30am Registration & welcome coffee
10.30am - 10.40am Welcome Remarks
10.40am - 11.05am Fireside Chat with Trever Lee, Senior Director, Investment Products Division, Securities and Futures Commission
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Trevor Lee, Senior Director, Investment Products, Securities and Futures Commission (SFC)
11.05am - 11.50am Innovation, Growth and Changing Demographics: The ETF Story in APAC Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Katie He, Head of Product & Strategy, China Asset Management (Hong Kong)
Frank Koudelka, SVP, Global ETF Product, State Street
Rosita Lee, Director and CEO, Hang Seng Investment
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11.50am - 12.25pm ETFs Landscape in China and Future Opportunities
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Sandra Lu, Partner, Llinks Law Offices
Dr. Yao Yao, Senior Manager, Fund Management Department, Shenzhen Stock Exchange
12.25pm - 1.25pm Networking Lunch Sponsored by State Street
1.25pm - 2.10pm Hot Regulatory Topics Impacting ETFs and Investors in Hong Kong and Australia
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Eva Chan, Partner and Head of Hong Kong Office, Simmons & Simmons
Lisa Lautier, Partner, K&L Gates
Matthew Watts, Partner, K&L Gates
2.10pm - 2.40pm ETFs Landscape in Taiwan and Future Opportunities
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Andy Liao,CFA,CFP, Regional Manager, Asia, ViewTrade Holding Corp.
Frank Lin, Assistant Vice President, Yuanta Asset Management
2.40pm - 3.10pm - Networking Coffee Break
3.10pm - 3.45pm Growth in the Use of ETFs by Digital Platforms and Retail Investors in Asia Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Frederick Chu, ETF Veteran
Stephanie Leung, Chief Investment Officer, StashAway
3.45pm - 4.30pm Outlook for ETFs in Asia Pacific - What's Next for Investors?
Moderator: Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
Aarti Angara, Managing Director, Head of APAC, Global Product Solutions, BlackRock
Philippe El-Asmar (He/Him/His), Managing Director / Head of ETF, Direct & Digital, Asia Pacific, J.P. Morgan Asset Management
Paul Heffernan, Head of ETFs, Waystone
Enid Lal, Asia Co-Head, Women in ETFs
Jean-François Mesnard-Sense, Head of Exchange Traded Products, Hong Kong Exchanges and Clearing Limited (HKEX)
Marco Montanari, Global Head of ETF & Indexing Capability, HSBC Asset Management
4.30pm - 4.55pm ETF Industry Trends – ETFGI Research
Deborah Fuhr, CFA fellow, Managing Partner, Founder, ETFGI
4.55pm - 5pm Closing Remarks
5pm – 6pm Drinks Reception
Sponsored by Waystone
Take a look at agenda, speakers, and topics from last year's successful event! https://rb.gy/pclepm
Don't miss the registration for our upcoming ETFGI Global ETFs Insights Summit
ETFGI (www.ETFGI.com) has for over 12 years published monthly subscription research reports covering trends in the global ETFs ecosystem, created factsheets for every ETF listed globally, provided consulting services and educational events and ETF TV (www.ETFtv.net).
If you are interested in sponsoring or speaking at any of our upcoming events or have any questions, please contact us deborah.fuhr@etfgi.com and margareta.hricova@etfgi.com.