HKIFA 11th Annual Conference 2017 | HK IFA | 20 November 2017 | JW Marriott Hotel Hong Kong, Level 3, Ballroom, One Pacific Place, 88 Queensway, Hong Kong

You are cordially invited to enroll into the 11th HKIFA Annual Conference, which will be held at JW Marriott Hotel Hong Kong on November 20, 2017 (Monday).

“Distribution” is the theme of this year’s conference. We are honored to have Mr. Arthur Yuen, JP, Deputy Chief Executive of HKMA, to be our keynote speaker. The speech, entitled “Fostering Hong Kong as a premier wealth management hub – the roles of banking and investment fund industries", will revolve around how sound corporate culture and new regulatory initiatives could help enhance related business conduct and improve clients' experiences.

As there are many recent developments and evolving trends in the market with respect to distribution - from regulatory to technology, from local to regional, as well as alternative platforms and evolving business models, it is both pertinent and interesting to deep dive into the topics.

• Keynote Speaker

Arthur Yuen, JP
Deputy Chief Executive
Hong Kong Monetary Authority

• Speakers

Alexis Calla
Global Head, Investment Strategy, Advisory and Discretionary Portfolio
Standard Chartered Bank Singapore

Daniel Celeghin
Head of Wealth Management Strategy Asia-Pacific
Casey Quirk

Ivy Cheung
Vice President, Consumer Insights
The Nielsen Company (Hong Kong) Limited

Christina Choi
Executive Director, Investment Products Division
Securities and Futures Commission, Hong Kong

Daniel Chow
Managing Director – Customer Experience & Servicing
Principal Hong Kong

Chris Durack
CEO Hong Kong and Head of Institutional Business Asia Pacific, Schroder Investment Management (Hong Kong) Limited, and
HKIFA Executive Committee member

Joe Fernandes
Managing Director, Asia and Head of Global Product Group
First State Investments (Hong Kong) Limited

Chantal Grinderslev
Senior Advisor
Z-Ben Advisors

Mathias Helleu
Executive Chairman
8 Securities Limited

Doris Ho
Executive Director
Hospital Authority Provident Fund Scheme

Elaine Lai
Head of Wealth Development, Retail Banking and Wealth Management, Hong Kong
The Hongkong and Shanghai Banking Corporation Limited

Alice Law
Chief Operating Officer & Executive Director
Mandatory Provident Fund Schemes Authority

Philippe Legrand
CEO and Founder
London and Capital Asia Limited

Ting Li
Chief Executive Officer
Yunfeng Financial Group

Sandra Lu
Partner
Llinks Law Offices

William Ma
Co-Chief Investment Officer, Noah Holdings (Hong Kong) Limited, and
Co-Chief Investment Officer, Partner, Gopher Asset Management

Richard Morrow
Editor
AsianInvestor

Xiang Qin
Managing Director, Custody Department
China Merchants Securities Co., Limited

John Sedgwick
Associate Editor
Ignites Asia – Financial Times

Sundeep Sikka
Executive Director & Chief Executive Officer
Reliance Nippon Life Asset Management Limited

Kelvin Tan
Executive Director – Head of Investment Funds
DBS Bank Limited

Graham Turl
Managing Director, BlackRock Asset Management North Asia Limited, and
HKIFA Chairman

Richard Williamson
Managing Director, Offshore Business
CreditEase Wealth Management

Billy Wong
Country Business Leader, Wealth, Hong Kong, China and Korea
Mercer (Hong Kong) Limited

Qin Xu
Partner and Managing Director
BCG Greater China

Weiwei Zhang
Vice President and Chief Marketing Officer
CCB Principal Asset Management Company

Yudong Zheng
Chief Executive Officer, Xuanji, PINTEC Group
CEO of Xuanji, a digital wealth-management and robo-advisory subsidiary of PINTEC Group

2017 Sponsors:

• KPMG
• Arent DT
• Euro Clear
• Brown Brothers Harriman
7 RBC Investor & Treasury Services
• Calastone
• PwC
• CFA Institute
• EY