8:30 – 9:00

REGISTRATION

9:00 – 9:05

WELCOME REMARKS

Rick Chau, Managing Director, Head of Sales, Asia Pacific, S&P Dow Jones Indices

9:05 – 9:30

KEYNOTE: MARKET OUTLOOK FOR 2026 AND BEYOND

Louis Kuijs, Chief Economist, APAC, S&P Global Ratings

9:30 – 10:15

HARNESSING OPPORTUNITIES IN THE SHIFTING CHINESE AND U.S. EQUITY MARKETS

Explore how evolving trade relations, geopolitical concerns and economic divergence between the U.S. and China are affecting markets and investors’ strategies.

Topics will include:

-       How trade and tariff policies between the two countries are influencing market performance

-       Which sectors and themes may represent the most compelling opportunities in Chinese and U.S. equities

-       How investors are approaching portfolio allocation and risk management across Chinese and U.S. equities

-       Macroeconomic and policy drivers that could shape China and U.S. equity markets in the first half of 2026

Moderator: Sue Lee, Director & Head of Index Investment Strategy, APAC, S&P Dow Jones Indices

Speakers:

•        Carmen Cheung, Head of Product, Hang Seng Investment Management

•        Shuxing Deng, Senior Portfolio Specialist, Solutions, Invesco

•        Jason Ye, CFA, Director, Factors and Dividends, S&P Dow Jones Indices

•       Minah Kim, Executive Director, Head of APAC Equity & Cryptocurrency Products, CME Group

10:15 – 10:45

COFFEE BREAK

10:45 – 11:15

RECENT DEVELOPMENTS AND NEW FRONTIERS IN FIXED INCOME

Find out how macroeconomic shifts and the increased adoption of index-based strategies are reshaping fixed income investing and liquidity in this asset class.

Topics will include:

-       How market movements have influenced fixed income investors in 2025

-       Why more investors are turning to index-based strategies to access fixed income markets

-       How index solutions may help investors address challenges associated with building fixed income portfolios

-       The ways institutions and asset managers are using fixed income strategies to support income generation and other long-term goals

Moderator: Kangwei Yang, Director, Fixed Income Product Management, S&P Dow Jones Indices

Speakers:

•        Joanne Siu, Head of Intermediary, Hong Kong, Taiwan, China and Macau, State Street Investment Management

•        Laura Lui, Partner & Co-Chief Investment Officer, Premia Partners

11:15 – 12:00

PRIVATE MARKETS: APPETITE, ACCESS AND OPPORTUNITY

Explore the growing institutional interest in private markets, the evolving role of private credit and the frameworks investors are using to evaluate performance and tap into opportunity.

Topics will include:

-       What’s driving the rising appetite for private market investment, and how institutions are adjusting their strategies as new solutions emerge

-       Identifying the key opportunities and risks in private credit today

-       Using indices to assess private market performance and opportunities

Moderator: Lee Hock Tan, Founding Editor and Publisher, Asia Asset Management

Speakers:

•        Vicki Wong, Director, Sales Specialist, Fixed Income and Private Market Indices, S&P Dow Jones Indices

•        Theodore Shou, Chief Investment Officer, Skybound Capital

•       Yingwen Chin, Partner - Private Markets Investment Due Diligence, Albourne Partners

•        Mary Leung, CFA, Senior Advisor, Research and Advocacy, Asia Pacific, CFA Institute

12:00 – 12:15

FIRESIDE CHAT: THE POWER OF CUSTOM INDEXING

Take a closer look at how custom indices are transforming investment strategies for both institutions and asset owners.

Topics will include:

-       The potential strategic benefits and risks associated with taking a customized approach to indexing

-       How institutions and asset owners use custom indices to reflect proprietary views and specific mandates

Moderator: Sam Ho, Associate Director, Client Coverage, S&P Dow Jones Indices

Speaker:

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

12:15 – 13:00

RETHINKING STANDARD ALLOCATIONS: THE IMPACT OF INNOVATIVE MULTI-ASSET INDEX STRATEGIES

Learn how multi-asset, index solutions are shifting the way investors approach asset allocation.

Topics will include:

-       How multi-asset indices are helping investors navigate volatility

-       The role factors can play in long-term strategies and how they can be used to express tactical views

-       How multi-asset strategies are evolving to meet demand for income and stability, particularly amid fluctuating interest rates when designing insurance products

Moderator: Kelsey Stokes, Head of Financial Institutions Sales, Americas, S&P Dow Jones Indices

Speakers:

·       Phillip Brzenk, Managing Director, Global Head of Multi-Asset Indices, S&P Dow Jones Indices

·       Yajur Arora, Director, Institutional Equity Sales, Asia Pacific, HSBC

·       Sim Ee Cheah, Managing Director, Head of Asia Pacific Equity Derivatives Structuring,  J.P. Morgan

13:00 – 13:05

CLOSING REMARKS

Angeline Choo, Managing Director, Client Coverage, Greater China and Southeast Asia, S&P Dow Jones Indices

13:05 – 14:00

NETWORKING LUNCH