8:30 – 9:00

REGISTRATION

9:00 – 9:10

WELCOME REMARKS

Angeline Choo, Head of Southeast Asia and Greater China, S&P Dow Jones Indices

9:10 – 9:40

KEYNOTE: S&P GLOBAL’S PERSPECTIVE ON THE STATE OF APAC ECONOMIES

Shaun Roache, Managing Director, Chief Economist, Asia-Pacific, S&P Global Ratings

9:40 – 10:20

panel: APPLYING FACTORS IN CHANGING MARKET CONDITIONS  

·    Examine the performance characteristics of different factors in different economic cycles

·         What are the headwinds of applying appropriate factor strategies?

·         The new generation of factor strategies and their tactical application

Moderator:

Priscilla Luk, Managing Director, Global Research & Design, Asia Pacific, S&P Dow Jones Indices

Panelists:

Sim Ee Cheah, Head of Asia-Pacific Equity Derivatives Structuring, J.P. Morgan

Michelle Cheung, Quant Chief Investment Officer, Hwabao WP Asset Management

10:20 – 10:45

COFFEE BREAK

10:45 – 11:25

InVESTor talks: incorporating esg into investment portfolios

·         How do the regulatory changes and data enhancement affect the growth of ESG investing around the world?

·         Explore how investment professionals such as asset owners, family offices and investment consultants, integrate ESG in their investment decisions

·         What are the challenges of ESG integration in Asia? How does robust ESG data play a role in the incorporation process?

Moderator:

Mary Leung, CFA, Head, Advocacy, Asia Pacific, CFA Institute

Panelists:

-       Sophia Kim, Managing Director, Head of Global Coverage Group, Hong Kong and Head of Passive Sales, APAC, DWS

-       Eva Law, Founder & Chairman, Association of Private Bankers in Greater China and Association of Family Offices in Asia

-       Adeline Tan, Wealth Business Leader, Hong Kong, Mercer

-       Priscilla Luk, Managing Director, Global Research & Design, Asia Pacific, S&P DJI

-       Michele Leung, Director, Financial Institutions Business, Trucost

11:25 – 12:05

panel: cAN multi-asset STRATEGIES Save investors from no returns?

·         The rise of the multi-asset class and risk parity strategies amid market uncertainties

·         How could these strategies potentially smooth out equity market drawdowns and improve risk-adjusted returns?

·         How to tactically allocate asset in different risk-on and risk-off market environments

Presenter & Moderator:

Tianyin Cheng, Director, Strategy and Volatility Indices, S&P Dow Jones Indices

Panelists:

-       Julian Liu, Chairman, Yuanta Securities Investment Trust

-       Jung Hwan Lee, Head of ETF Solution Division, Samsung Asset Management

12:05-12:15

building the right fit with Customized solutions

·         How can product issuers use customized index solution to build investment strategies for their clients?

Kenny Chan, Head of Custom Indices, Asia Pacific, S&P Dow Jones Indices

12:15 – 12:55

Panel: is passive investing becoming MoRE active in asia?

·         How would production innovations, such as active ETFs and 2x inverse products, drive the growth of Asian ETF markets?

·         Tactical use of ETFs as building blocks to access markets nimbly    

·         What are the prospects for ETF connectivity and cross-listing? Which type of ETFs will shine for these new schemes?

Moderator:

Jo Murphy, Managing Director, Asia Pacific, CAIA

Panelists:

-       David Lai, Partner and co-Chief Investment Officer, Premia Partners

-       Jacqueline Pang, Vice President, Head of ETF Capital Markets, APAC, State Street Global Advisors

-       Steve Wang, Deputy Head / Portfolio Manager, Index and Quantitative Investment Department, Bosera

-       Melody He, Executive Director, Head of ETF, Platform & Structured Solutions, CSOP

-       Brian Roberts, Head of Exchange Traded Products, HKEX

12:55 – 13:00

CLOSING REMARKS

Angeline Choo, Head of Southeast Asia and Greater China, S&P Dow Jones Indices

13:00 – 14:00

NETWORKING LUNCH