Agenda - Wednesday, September 18, 2019

8:15

Registration

9:00

Welcome Address

Speaker

Jack Stannard, head of business development, APAC, SRP

9:15

Global Market Overview

Speaker

Tiago Fernandes, managing director, SRP

9:45

The evolving face of Chinese structured products

Panel Discussion

Evaluate the particularities of China’s structured product market and its investment profiles and hear from industry leaders about how they are going about expanding the industry.

  • With the majority of securities trading deriving from retail investors, explore strategies to encourage investors to embrace complex structured products, grow demand and amplify sales; and
  • Explore investor profiles in China, find out how they are using structured products and discover the nuances involved in appealing to each group.

Speaker

Li FANG, structured investment manager, Ping An Bank

Yu Wei LI, derivatives and quantitative investment manager, China Guangfa Bank Asset Management

Daphne Tan, head of treasury products, DBS - China

Chu WU, derivatives manager, China Minsheng Bank Corporation

Grace Xu, SVP - equity sales, CITIC Securities

Moderator

Kevin W Fan, executive director, head of equity derivatives marketing - Greater China, JP Morgan - China

10:30

Networking Coffee Break

11:00

Tried-and-tested strategies: Lessons from overseas markets

Presentations + Shared Q&A

Hear from the leading innovators from around the world as they deconstruct the local development of the structured products market and the strategies that can be implemented in China to grow the industry.

  • Get to grips with strategies, from awareness raising to the use of user-friendly platforms, that are being used to drive more engagement with structured products;
  • Hear about the new structures that banks are creating to overcome today's negative interest rate environment; and
  • As Chinese funds begin adopting ESG investment strategies, discover how other markets are developing in light of growing demand for ESG products.

Speaker

James Chu, director, head of markets & investments, Reyker Securities plc

John LAU, head of treasury products & specialists - wealth management, United Overseas Bank (UOB)

Mathias STRASSER, founder and chief executive officer, Wallstreetdocs

Alexandre WERNO, head of strategic partnerships and jvs - Asia Pacific, BNP Paribas Asset Management

11:40

Get to grips with the latest regulations and ensure you are compliant to offer a more efficient, transparent service

Panel Discussion

Hear from leading law firms and in-house counsel about how they are advising the industry to adjust in light of the latest regulations

  • Deconstruct the latest banking regulations and get to grips with the processes and practices you should invest in to ensure your company remains compliant; and
  • Gain best practices in how to design and sell legally compliant structured products that offer enhanced returns to investors and keep regulators happy.

Speaker

Priscilla Chen, partner - finance practice, Ashurst

Fan Lei, senior counsel, FenXun Partners

Simon Zhang, counsel, Linklaters

Moderator

Richard CAO, legal head of markets and securities services, Citibank

12:15

Networking Lunch Break

13:30

Indexes: Internationalising the Chinese structured products market

Presentations

Track the evolution of indexes in China and explore how their development can help drive the uptake of structured products

  • Can growing global connections, and the increased collaboration between Chinese and global indexes, propel the Chinese and Asian structured products markets?; and
  • From smart beta indexation and multi-asset indexes to esg, compare and contrast China’s newest indexes and discover how using them can improve performance.

Speaker

Feiran LIU, VP - equities derivatives, CITIC Securities

Chen NI, investment manager, China Minsheng Bank

Fei Song, division chief, China Citic Bank

14:15

Innovative investment strategies

Case studies

From the ageing population to robotics; explore how innovative investment themes can be used in structured products to offer diversification and maximise returns Uncover the role of mid-tier banks in growing the Chinese structured deposit market;

  • Discover how quantitative investment strategies are being used to fulfil investor objectives; and
  • Implement cross-asset investment style diversification by getting to grips with best factor investment strategies to stabilise performance and better manage risk.

Speaker

Warren KWAN, chief investment officer, LW Asset Management Advisors Limited

Moderator

Jihye Hwang, Asia reporter, SRP

15:00

Networking Coffee Break

15:30

Fintech platforms: the future of private wealth and asset management?

Presentations

With the growing capabilities of fintech platforms shifting the roles of industry stakeholders, discover how technology is being used to overcome traditional challenges facing the structured products industry

  • Learn how the latest technologies, from cloud computing to artificial intelligence, can help grow your offering and facilitate risk management;
  • Use big data and analytics to optimise pricing and allow for independent portfolio valuation; and
  • Discover how the latest Regtech products facilitate compliance with new and existing financial regulations.

Speaker

Thomas Eitenmueller, managing director, Lucht Probst Associates Gmbh

Roberto Lazzarotto, senior managing director, Stoxx Limited

Long LEE, head of financial products - Asia, Vontobel

Max Xu, managing director - head of retail bank & distribution, Citi China

16:20

Closing Remarks

16:40

Drinks Reception & SRP Awards Ceremony