The 5th Annual Taiwan ETF Forum & Taiwan ETF’s 15th Anniversary Forum - The Next Era of Growth for ETFs: New Directions and Opportunities



About

Asia Asset Management and Taiwan Stock Exchange are organising its 5th Annual Taiwan ETF Forum & Taiwan ETF’s 15th Anniversary Forum on October 31, 2018 at Sheraton Grand Taipei Hotel.

New Directions and Opportunities

Topics for discussion:

  • The Evolving Landscape in Taiwan’s ETF Market: Retrospect and Prospects
  • How Innovative Index Strategies Unearth Investment Opportunities
  • 360° View of Quantitative & Indexing Investment in Asia
  • Current Status of Fixed Income ETF & It’s Future Trends and Insights
  • Thematic Index Investment Opportunities Lie in Mainland China and Hong Kong

Plus five panel discussions:

  • The Latest Developments in ETF Markets: Asian Exchanges’ Perspectives
  • The Opportunity Set Under Cross-border Investments and Partnerships in Asia
  • Using Fixed Income ETFs and Smart Beta ETFs for Wealth Management and Retirement Planning
  • Promoting ETF Market Liquidity
  • The Coming ETF Revolution

 

Event Code:  
Event Type: Roundtables
Date: 31 October 2018
Time: Whole Day Event
Venue: Sheraton Grand Taipei Hotel
Contact: Betty Kiang
Telephone: 852-25477331
Email: betty.kiang@asiaasset.com

Speakers

Wellington L. Koo
Wellington L. Koo
Chairman
Financial Supervisory Commission
Lih-Chung Chien
Lih-Chung Chien
President
Taiwan Stock Exchange (TWSE)
Andy Chang
Andy Chang
President and CEO
Cathay Securities Investment Trust Co., Ltd.
Eva Lin
Eva Lin
Senior Fund Manager
Cathay Securities Investment Trust Co., Ltd.
Larry Cao
Larry Cao
Director, Content, Asia Pacific
CFA Institute, Hong Kong Office
Frederick Chu
Frederick Chu
Head of ETFs
China Asset Management (Hong Kong) Ltd
Rebecca Sin
Rebecca Sin
Head of ETF Sales Trading, Asia Pacific
Commerzbank AG
Jonathan Wu
Jonathan Wu
Portfolio Manager
Conning Asia Pacific
Grace Chiu
Grace Chiu
Vice President, Business Development, Asia Pacific
Direxion Investments
Ken Han
Ken Han
Institutional Trader
Flow Traders
Patrick Chung-Wen Liao
Patrick Chung-Wen Liao
Vice President, Equity Investment Division
Fuh Hwa Securities Investment Trust Co., Ltd.
Si Ling Wong
Senior Project Manager, Research and Analytics
Hang Seng Indexes Company Limited
Curtis Tai
Curtis Tai
Director, Asia-Pacific ETF Sales & Trading
Jane Street
Jae Suk Yun
Jae Suk Yun
Head of Product Management Team, KOSPI Market
Korea Exchange
Jin Kim
Jin Kim
Senior ETF Portfolio Manager / VP
Mirae Asset Global Investments (HK) Limited
Jackie Choy
Jackie Choy
Director of ETF Research, Asia
Morningstar Investment Management Asia Limited
Vincent Bourdarie
Vincent Bourdarie
Chief Investment Officer
Nomura Asset Management Taiwan Ltd.
David Lai
David Lai
Partner and Co-Chief Investment Officer
Premia Partners Company Limited
Richard Watanabe
Richard Watanabe
Financial Services Leader
PwC Taiwan
Priscilla Luk
Priscilla Luk
Managing Director, Head of Global Index Research & Design, Asia Pacific
S&P Dow Jones Indices
Christopher Friese
Christopher Friese
Head of Asia-Pacific, Lyxor ETF
Société Générale
Bella Chiu
Bella Chiu
Director, Sales and Client
Singapore Exchange
William Chen
William Chen
Senior Director, R&D Department
Taiwan Index Plus Corporation
Pony Bo-Li Huang
Pony Bo-Li Huang
Senior Vice President, Corporate Planning and Strategy Department
Taiwan Stock Exchange (TWSE)
Mark Lee
Mark Lee
Chief Representative, Tokyo Stock Exchange, Inc.
Hong Kong Representative Office
David Quah
David Quah
Co-Managing Director, Quantitative Investment Solutions
Value Partners Limited
Julian Tsung-Sheng Liu
Julian Tsung-Sheng Liu
President and CEO
Yuanta Securities Investment Trust

Photos

Chuang-Chang Chang, Financial Supervisory Commission
Lih-Chung Chien, Taiwan Stock Exchange (TWSE)
Priscilla Luk, S&P Dow Jones Indices
Panel Discussion A: The Latest Developments in ETF Markets: Asian Exchanges’ Perspectives
Jae Suk Yun, Korea Exchange
Bella Chiu, Singapore Exchange
Pony Bo-Li Huang, Taiwan Stock Exchange (TWSE)
Mark Lee, Tokyo Stock Exchange, Inc. Hong Kong Representative Office
Julian Tsung-Sheng Liu, Yuanta Securities Investment Trust
Eva Lin, Cathay Securities Investment Trust Co., Ltd.
Panel Discussion B: The Opportunity Set Under Cross-border Investments and Partnerships in Asia
Jackie Choy, Morningstar Investment Management Asia Limited
Si Ling Wong, Hang Seng Indexes Company Limited
David Lai, Premia Partners Company Limited
Priscilla Luk, S&P Dow Jones Indices
David Quah, Value Partners Limited
Si Ling Wong, Hang Seng Indexes Company Limited
Panel Discussion C: Using Fixed Income ETFs and Smart Beta ETFs for Wealth Management and Retirement Planning
Richard Watanabe, PwC Taiwan
Andy Chang, Cathay Securities Investment Trust Co., Ltd.
Jonathan Wu, Conning Asia Pacific
Grace Chiu, Direxion Investments
William Chen, Taiwan Index Plus Corporation
Panel Discussion D: Promoting ETF Market Liquidity
Larry Cao, CFA Institute, Hong Kong Office
Frederick Chu, China Asset Management (Hong Kong) Ltd
Ken Han, Flow Traders
Curtis Tai, Jane Street
Jin Kim, Mirae Asset Global Investments (HK) Limited
Panel Discussion E: The Coming ETF Revolution
Rebecca Sin, Commerzbank AG
Patrick Chung-Wen Liao, Fuh Hwa Securities Investment Trust
Vincent Bourdarie, Nomura Asset Management Taiwan Ltd.
Christopher Friese, Société Générale
Christopher Friese, Société Générale

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)

Co-host




Co-sponsors

                   


Associate Sponsor



Supporting Organisation

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 1 October 2018. 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.