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

 

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
Li-Ju Liu
Deputy Director General
Bureau of Labor Funds, Ministry of Labor
Mo Ji
Mo Ji
Chief Economist—Greater China
AllianceBernstein
Sharon Chao
Sharon Chao
Managing Director and Head of Multi-Asset Solutions
AllianceBernstein Investments Taiwan Limited
Eva Law
Eva Law
Founder & Chairman
Association of Family Offices in Asia
Jack P. McIntyre
Jack P. McIntyre
Portfolio Manager
Brandywine Global
Professor Joseph Cherian
Professor Joseph Cherian
Practice Professor of Finance Director
Centre for Asset Management Research & Investments (CAMRI)
NUS Business School
Leena Dagade
Leena Dagade
Associate Director
Cerulli Associates
Catherine Zhang
Catherine Zhang
Head of Product Development
GaoTeng Global Asset Management Limited
Benedict Yap
Benedict Yap
Vice President
Fullerton Fund Management
Jonathan Huang
Jonathan Huang
General Manager
Fund Rich Securities Co., Ltd.
Dr. Ilex Lam
Dr. Ilex Lam
Chairman
iSDG Capital Partner Group
James Verner
James Verner
Head of Alternative Distribution Strategies International
Legg Mason Global Asset Management
Adeline Tan
Adeline Tan
Wealth Business Leader, Hong Kong
Mercer Investments (HK) Limited
Lan Fen Ku
Lan Fen Ku
Division Chef
Ministry of Education S.C.M.R.C.
Jerome Barkate
Jerome Barkate
Head of Gobal Investment Solution Department
Nomura SITE, Taiwan
Jene Lua Jiun Yan
Jene Lua Jiun Yan
Director, Asia Pacific
P/E Investments
Professor Jennifer L. Wang
Professor Jennifer L. Wang
President, Pension Fund Association R.O.C.
Chairman, National Cheng-Chi University
Thomas Cheong
Thomas Cheong
President for Asia
Principal Financial Group
Ellen Kuo
Ellen Kuo
Partner, Financial Services Industry and Accounting Consulting Service
PwC Taiwan
Tony Lee
Tony Lee
Executive Director
Rayliant Global Advisors
Pant Pradeep
Pant Pradeep
Managing Director, Head of Digital Banking
Taipei Fubon Commercial Bank Co., Ltd
Edwina Ho
Edwina Ho
Director, Investments
Willis Towers Watson
Katrina Cokeng
Katrina Cokeng
Co-Founder and CEO
Xen

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.