The 15th Annual Taiwan Roundtable - Pensions and Investments: A Decade and a Half of Progress

About

Asia Asset Management is organising its 15th Annual Taiwan Roundtable on September 24, 2019 at Sheraton Grand Taipei Hotel.

2018 was a challenging year for global investors in their search for growth and opportunities. Asia Asset Management’s annual Taiwan roundtable will address the key trends for pensions and long-term institutional investors, looking at new strategies, asset classes, managing risks and enhancing yields.

With the push to ESG, too, the event will address recent developments, the evolving landscape and the big picture of sustainable investing.

Topics for discussion:

China Macro Outlook – The New Roadmap for China
Opportunities within Emerging Markets - Things Don’t Have to Go Right, Just Less Wrong

Plus five panel discussions:

Enhancing Pension and Insurance Investments
Impact of Fintech on Asset Management Industry
Investing in Alternatives: Global Trends and Developments
ESG and Impact Investing
Development of DC and Member Choice Schemes – Issues and Challenges

Agenda Registration Form

Event Code:
Event Type:	Roundtables
Date:	24 September 2019
Time:	Whole Day Event
Venue:	Sheraton Grand Taipei Hotel
Contact:	Betty Kiang
Telephone:	25477331
Email:	betty.kiang@asiaasset.com

Photos

Li-Ju Liu, Ministry of Labor

Mo Ji, AllianceBernstein

Panel Discussion A: Enhancing Pension and Insurance Investments

Ellen Kuo, PwC Taiwan

Sharon Chao, AllianceBernstein Investments Taiwan Limited

Thomas Cheong, Principal Financial Group

Professor Joseph Cherian, Centre for Asset Management Research & Investments (CAMRI), NUS Business School

Jack P. McIntyre, Brandywine Global

Panel Discussion B: Impact of Fintech on Asset Management Industry

Catherine Zhang, Global Asset Management Limited

James Verner, Legg Mason Global Asset Management

Jerome Barkate, Nomura SITE, Taiwan

Pant Pradeep, Taipei Fubon Commercial Bank Co., Ltd

Katrina Cokeng, Xen

Panel Discussion C: Investing in Alternatives: Global Trends and Developments

Edwina Ho, Willis Towers Watson

Jene Lua Jiun Yan, P/E Investments

Benedict Yap, Fullerton Fund Management

Panel Discussion D: ESG and Impact Investing

Leena Dagade, Cerulli Associates

Eva Law, Association of Family Offices in Asia

Li-Ju Liu, Bureau of Labor Funds, Ministry of Labor

Dr. Ilex Lam, iSDG Capital Partner Group

Tony Lee, Global Advisors

Panel Discussion E: Development of DC and Member Choice Schemes – Issues and Challenges

Adeline Tan, Hong Kong, Mercer Investments (HK) Limited

Lan Fen Ku, Ministry of Education S.C.M.R.C.

Jonathan Huang, Fund Rich Securities Co., Ltd.

Professor Jennifer L. Wang, Pension Fund Association R.O.C.; National Cheng-Chi University

Speakers

Li-Ju Liu

Deputy Director General
Bureau of Labor Funds, Ministry of Labor

Sharon Chao

Managing Director and Head of Multi-Asset Solutions
AllianceBernstein Investments Taiwan Limited

Mo Ji

Chief Economist—Greater China
AllianceBernstein

Eva Law

Founder & Chairman
Association of Family Offices in Asia

Professor Joseph Cherian

Practice Professor of Finance Director
Centre for Asset Management Research & Investments (CAMRI)
NUS Business School

Jack P. McIntyre

Portfolio Manager
Brandywine Global

Leena Dagade

Associate Director
Cerulli Associates

Catherine Zhang

Head of Product Development
GaoTeng Global Asset Management Limited

Benedict Yap

Vice President
Fullerton Fund Management

Dr. Ilex Lam

Chairman
iSDG Capital Partner Group

James Verner

Head of Alternative Distribution Strategies International
Legg Mason Global Asset Management

Jonathan Huang

General Manager
Fund Rich Securities Co., Ltd.

Adeline Tan

Wealth Business Leader, Hong Kong
Mercer Investments (HK) Limited

Jerome Barkate

Head of Gobal Investment Solution Department
Nomura SITE, Taiwan

Lan Fen Ku

Division Chef
Ministry of Education S.C.M.R.C.

Jene Lua Jiun Yan

Director, Asia Pacific
P/E Investments

Thomas Cheong

President for Asia
Principal Financial Group

Professor Jennifer L. Wang

President, Pension Fund Association R.O.C.
Chairman, National Cheng-Chi University

Ellen Kuo

Partner, Financial Services Industry and Accounting Consulting Service
PwC Taiwan

Tony Lee

Executive Director
Rayliant Global Advisors

Pant Pradeep

Managing Director, Head of Digital Banking
Taipei Fubon Commercial Bank Co., Ltd

Katrina Cokeng

Co-Founder and CEO
Xen

Edwina Ho

Director, Investments
Willis Towers Watson

Who will attend?

Complimentary seats at the discretion of AAM will be extended to the following Institutional Investors and Asset Owners:

Public pension funds
Corporate pension funds
Sovereign wealth funds
Insurance companies
Endowments & foundations
Family offices
Private banks
Commercial banks
Trust banks

Paid entry, on a limited and first-come basis, will be extended to AAM subscribers, asset managers and other finance professionals.

AAM reserves the right to refuse admission.

Sponsors

Lead and Co sponsorships are now available!
For sponsorship opportunities, please contact Veronica Chung (veronica@asiaasset.com) / Betty Kiang (betty.kiang@asiaasset.com) / Annie Ong (KL) (aongkl@asiaasset.com)

Lead Sponsor

Co-sponsor

Associate Sponsor

Supporting Organisations

Substitution and Cancellation Policy

Substitution:
Substitution will be accepted at NO Extra charge with prior notice. Please provide the name & title of the substitute delegate at least 2 working days prior to the event.

Cancellation:
If you wish to cancel your reservation to this event, please send an email to Betty Kiang at betty.kiang@asiaasset.com or call at 25477331. There will be an administration fee of 20% for all cancellations on or before 25 August 2019. Regrettably, no full nor partial refund will be given for cancellation received after this date.

Disclaimer:
The Organizer, Asia Asset Management (“AAM”), reserves the right to make any amendments, cancel and/or change the programme, speaker, date or venue if warranted by circumstances beyond its control. In the unlikely event of programme cancellation by AAM then a full refund of the fee payment will be made but AAM disclaims any further liability.