The 6th Annual Taiwan ETF Forum - ETFs, ETPs and Passive Investments: How Global Trends are Shaping the Industry



About

Asia Asset Management is organising its 6th Annual Taiwan ETF Forum on September 25, 2019 at Sheraton Grand Taipei Hotel.

ETFs and ETPs are making greater inroads into Asian markets.  The rise of passive strategies have contributed to their growing demand in the region as more retail investors jump in.  Topics at this annual forum will address the recent developments shaping the local ETF market in Taiwan, how innovation is enabling greater use of these products, the new regulatory changes, the growing demand for fixed income and alternative ETFs and customized solutions for investors.

Topics for discussion:

  • The Technology Trend and Index Investing
  • ETF, Smart Beta & the Evolving Investment Landscape
  • AI, The Next Generation of Financial Innovation


Plus five panel discussions:

  • Development of Regional Stock Exchanges
  • ETF Evolution
  • Improving ETF Liquidity and Fixed Income ETF
  • Alternative ETFs
  • Socially Responsible Index Funds and ETFs

 

Event Code:  
Event Type: Roundtables
Date: 25 September 2019
Time: Whole Day Event
Venue: Sheraton Grand Taipei Hotel
Contact: Betty Kiang
Telephone: 25477331
Email: betty.kiang@asiaasset.com

Photos

Thann-Shing Lao, Taiwan Stock Exchange (TWSE)
Robert J. Hughes, Nasdaq
Panel Discussion A: Development of Regional Stock Exchanges
Dr. Shean-Bii Chiu, National Taiwan University
Jinho Kim, Korea Exchange
Mark Lee, Tokyo Stock Exchange, Inc. Hong Kong Representative Office
Andy Chang, Cathay Securities Investment Trust Co., Ltd.
John Davies, S&P Dow Jones Indices
Panel Discussion B: ETF Evolution
Jackie Choy, Morningstar Investment Management Asia Limited
Jimmy Yu, Cathay Securities Investment Trust Co., Ltd.
John Davies, S&P Dow Jones Indices
Vincent Chen, China International Capital Corporation (Hong Kong) Limited
Julian Tsung-Sheng Liu, Yuanta Securities Investment Trust
Panel Discussion C: Improving ETF Liquidity and Fixed Income ETF
Eddie Cheng, Cathay Securities Investment Trust Co., Ltd.
Patrick Chung-Wen Liao, Fuh Hwa Securities Investment Trust
Donna Chen, Keystone Intelligence Inc.
Ashley Heng, MarketAxess
Sean Tu, Vanguard Investments Hong Kong Limited
Robert J. Hughes, Nasdaq
Panel Discussion D: Alternative ETFs
Eva Chan, Simmons & Simmons, Hong Kong
Tiffany Lau, China Asset Management (Hong Kong) Limited
Melody He, CSOP Asset Management Ltd.
Sean Cunningham, JP Morgan Asset Management
William Chen, Taiwan Index Plus Corporation
Panel Discussion E: Socially Responsible Index Funds and ETFs
Grace Chiu, Direxion Investments
Alex Huang, Yuanta Securities Investment Trust
Sunny Leung, Amundi
David Lai, Premia Partners Company Limited
Samson Chan, Mirae Asset Global Investments (HK) Limited

Speakers

Thann-Shing Lao
Thann-Shing Lao
Senior Executive Vice President
Taiwan Stock Exchange (TWSE)
Sunny Leung
Sunny Leung
Head of ETF, Index and Smart Beta Business Development for South Asia
Amundi
Andy Chang
Andy Chang
President and CEO
Cathay Securities Investment Trust Co., Ltd.
Eddie Cheng
Eddie Cheng
Head of Quantitative Investment Department
Cathay Securities Investment Trust Co., Ltd.
Jimmy Yu
Jimmy Yu
Senior Fund Manager of Quantitative Investment Department
Cathay Securities Investment Trust Co., Ltd.
Tiffany Lau
Tiffany Lau
Senior Manager, Cross-Asset Solution
China Asset Management (Hong Kong) Limited
Vincent Chen
Vincent Chen
Executive Director, Global ETF Strategy
China International Capital Corporation (Hong Kong) Limited
Melody He
Melody He
Managing Director, Head of Sales and Product Strategy
CSOP Asset Management Ltd.
Grace Chiu
Grace Chiu
Director, Business Development, Asia Pacific
Direxion Investments
Patrick Chung-Wen Liao
Patrick Chung-Wen Liao
Vice President, Head of Financial Derivatives Department
Fuh Hwa Securities Investment Trust
Sean Cunningham
Sean Cunningham
Head of Asia ETFs
JP Morgan Asset Management
Donna Chen
Donna Chen
Founder & President
Keystone Intelligence Inc.
Jinho Kim
Jinho Kim
Senior Manager of Product Management Team, KOSPI Market
Korea Exchange
Ashley Heng
Ashley Heng
Senior Sales Representative
MarketAxess
Samson Chan
Samson Chan
ETF Product Specialist
Mirae Asset Global Investments (HK) Limited
Jackie Choy
Jackie Choy
Director of ETF Research, Asia
Morningstar Investment Management Asia Limited
Robert J. Hughes
Robert J. Hughes
Head of Investment Solutions
Nasdaq
Dr. Shean-Bii Chiu
Dr. Shean-Bii Chiu
Professor, Department of Finance
National Taiwan University
David Lai
David Lai
Partner and Co-Chief Investment Officer
Premia Partners Company Limited
John Davies
John Davies
Managing Director, Global Head of Exchange Traded Products
S&P Dow Jones Indices
Eva Chan
Eva Chan
Partner
Simmons & Simmons, Hong Kong
Bella Chiu
Bella Chiu
Director, Sales and Client
Singapore Exchange
William Chen
William Chen
Senior Director, R&D Department
Taiwan Index Plus Corporation
Mark Lee
Mark Lee
Chief Representative
Tokyo Stock Exchange, Inc. Hong Kong Representative Office
Sean Tu
Sean Tu
Senior Director, Institutional Business
Vanguard Investments Hong Kong Limited
Alex Huang
Alex Huang
CEO
Yuanta Securities Investment Trust
Julian Tsung-Sheng Liu
Julian Tsung-Sheng Liu
Chairman
Yuanta Securities Investment Trust

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-lead Sponsors

          


Co-sponsors

           

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 26 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.