Asia Asset Management will be hosting its 17th Annual Taiwan Roundtable and 8th Annual ETF Forum on October 22 at Le Meridien in Taipei.
Topics for discussion:
Event Code: | |
Event Type: | Roundtable |
Date: | October 22, 2024 |
Time: | 8:30am - 4:20pm |
Venue: | Le Meridien |
Format: | In-person |
Contact: | Calvin Chong |
Telephone: | 603-27839638 |
Email: | calvin.chong@asiaasset.com |
Alex Yang is currently Sales Director of Manager Selection & Equity Research Solutions at Morningstar Investment Management Asia, responsible for the business development of its Equity Research and Manager Research and Selection offerings across Asia.
Prior to Morningstar, Mr. Yang worked for several asset management institutions such as Samsung Asset Management and Harvest Global Investments, advising institutional clients on an array of investment solutions including mandates/SMAs, mutual funds and ETFs, and driving investor education initiatives. Previously, Mr. Yang also served several business development roles at Intercontinental Exchange (parent company of NYSE) and S&P Dow Jones Indices, where he was responsible for driving index and ETF-related business in Greater China.
Mr. Yang holds a license for Type 4 regulated activity (advising on securities) issued by the Securities and Futures Commission of Hong Kong and a financial advisory license under the FAA issued by the Monetary Authority of Singapore. He also holds a Master’s Degree in Global Communication at the Chinese University of Hong Kong and a Postgraduate Diploma in Investment Management at the University of Hong Kong.
Current Position
Education Background
Jeff has over 28 years of experience in asset management and is highly experienced in investment research, discretionary investment services and fund management.
He served as chairman of SITCA from 2016 to 2022. With support from the relevant authorities and member companies, he was instrumental in advancing initiatives such as private equity funds, individual savings accounts and member choice in labor pensions to drive development.
張錫從事資產管理業務逾28年,擁有公私募基金管理、市場投資研究、全權委託等領域的豐富經驗,業界資歷完整。
2016-2022年間擔任投信投顧公會理事長,任內致力推動私募股權基金、個人儲蓄免稅帳戶機制及國內勞工退休金自選投資機制等多項有助產業發展之業務。
Priscilla Luk serves as Managing Director, Head of Global Research & Design, APAC, at S&P Dow Jones Indices (S&P DJI). She is responsible for the conceptualization and design of new indices using a combination of analytical, commercial, and regulatory considerations. Priscilla also regularly publishes research on new and existing products, and represents S&P DJI at media engagements, conferences, and other client events.
Prior to joining S&P DJI in 2012, Priscilla spent over ten years in equity research providing analysis on asset allocation and equity investment strategies. Previously, Priscilla was an Asian equity strategist with Deutsche Bank AG and alsoserved as a partner and the director of research at First Horse Capital, a global equity hedge fund management company. Prior to this, Priscilla worked as global and Asian strategist at MiraeAsset Securities.
Priscilla also worked as a global equity strategist and Asian equity strategist at Citigroup Global Markets. She joined Citigroup from CLSA Asia Pacific Markets where she was a quantitative research analyst. Priscilla started her career in the quantitative research division at Credit Suisse in 2001.
Priscilla graduated with a B.Sc. in quantitative finance from the Chinese University of Hong Kong.
Educational background
Experiences
BLF Introduction
The funds under BLF’s management include the Labor Pension Fund (the New Fund), the Labor Retirement Fund (the Old Fund), the Labor Insurance Fund, the Employment Insurance Fund, the Arrear Wage Payment Fund, the Occupation Incidents Protection. Moreover, BLF is commissioned to manage the National Pension Insurance Fund and the Farmers’ Pension Fund. At the end of July in 2024, the total assets under the Bureau’s management stood at about US$ 227.7billion.
學歷
經歷
勞動基金運用局簡介
勞動基金運用局所管理之勞動基金包含新、舊制勞工退休基金(簡稱新、舊制勞退基金)、勞工保險基金(簡稱勞保基金)、就業保險基金(簡稱就保基金)、勞工職業災害保險基金(簡稱勞職保基金)及積欠工資墊償基金(簡稱積欠墊償基金)。此外,本局並受衛生福利部及農業部委託辦理國民年金保險基金(簡稱國保基金)及農民退休基金(簡稱農退基金)之投資運用業務。截至2024年7月,勞動基金運用局經管基金規模約新台幣7兆3,4781億元。
Mr. Chen is the Vice President of the Corporate Planning & Strategy Department of the Taiwan Stock Exchange (TWSE). He is responsible for leading the strategic development and promotion of index-based products such as ETF. Mr. Chen was actively involved in the launch of Taiwan's first ETF (0050) in 2003 as well as the first cross-border ETFs between Taiwan and Hong Kong in 2009.
Having been with the TWSE for over thirty years, Mr. Chen has held various roles in trading, surveillance, and market communication. He also served as an Assistant Professor in the Department of International Business at National Taiwan University and the Department of Finance at National Taipei University of Business for many years. Before joining the TWSE in 1990, he worked at a securities underwriting firm and the Industrial Bank of Taiwan.
Mr. Chen holds a Ph.D. in Finance, a Master of Business Administration, and a Bachelor of Business Administration from National Taiwan University.
陳建宏先生為臺灣證券交易所企劃研究部副經理,負責ETF等指數化商品之研發及推廣,曾參與規劃2003年臺灣第一檔ETF(0050)上市,並推動臺灣與香港ETF於2009年雙邊跨境掛牌。
擔任現職之前,陳建宏先生歷任臺灣證交所交易、監視、市場推廣等部門職務,並兼任國立臺灣大學國際企業系及臺北商業大學財務金融系助理教授多年。在1990年加入臺灣證交所之前,任職於證券承銷商與工業銀行。
陳建宏先生為國立臺灣大學財務金融博士、商學碩士、商學系工商管理組學士。
Andy Chang, the President of Cathay Securities Investment Trust Co., Ltd., is a proficient veteran in investment research, discretionary investment service, and fund management. Under the leadership of Chairman Jeff Chang and President Andy Chang, Cathay has expanded to ETF and Private Equity business, and accumulated US$65.25 billion asset under management as of Aug. 2024, and is the largest asset management company in Taiwan.
Before promoted as the president in 2013, Andy was heading the discretionary portfolio management at Cathay SITE for ten years. The great results have brought the team to gain the trust from major institutions in Taiwan and the region. Andy himself was also awarded as an 8th Golden Goblet Award for Outstanding talent and 16th Golden Goblet Award for Outstanding Entrepreneurial Leadership during Securities Investment Trust and Consulting Enterprises.
Prior to Cathay SITE, Andy was a successful fund manager at HSBC Asset Management and a research analyst at Taiwan International Securities Corp. Andy graduated from National Chiao-Tung University and received a MBA from National Central University.
Education
Ph.D, Industrial Education, National Normal University, R.O.C.
Positions in Career
學 歷:
經 歷:
陳建新,本科、碩士和博士學位皆畢業于香港大學的社會科學學院,博士畢業後便在澳門大學政府與行政學系工作,現爲助理教授和公共行政碩士課程主任,現任澳門特區政府長者事務委員會委員和公共行政改革諮詢委員會委員、澳門社會保障學會會長、澳門戒烟保健會理事長、香港大學賽馬會防止自殺研究會研究院士、香港大學秀圃老人研究中心研究院士。曾主持及參與的政府、大學或社團的研究項目超過三十項(例如《非强制性中央公積金制度》審視報告由澳門特區政府澳門社會保障基金資助、《在合作區引進外籍家政服務人員需求分析及政策研究》由橫琴深合區政府民生事務局資助、《澳門跨境電商發展策略分析》由澳門生產力暨科技轉移中心)。
Professor Ilex Lam is a distinguished leader in the financial industry, technology for good, and impact investing. He currently serves as a Professor of Practice in the Department of Social and Behavioural Sciences at City University of Hong Kong (CityUHK) and co-directs the Lab for Impact Financing and Transformation. With over three decades of experience, he has held key leadership roles in finance and asset management, as well as advisory positions for international organizations, NGOs, and social enterprises, earning numerous accolades for his exceptional performance.
A strong advocate for social entrepreneurship, Professor Lam emphasizes the principle of "leaving no one behind" in sustainable development. His research focuses on financial and technological innovation for inclusive smart cities, leveraging fintech to empower marginalized communities. He has served as a Senior Advisor to the UNDP on SDG Impact Finance and as Chairman of iEnterprise Foundation, promoting inclusive growth and DEI workplace solutions in government, NGO and corporate sectors. A published author, he is a leading voice in sustainable investment and financial technology for good in Asia, advancing the agenda for equitable economic development.
EDUCATION
BACKGROUND
Yu-Hsun Li is a Partner from PwC Taiwan Financial Services Legal & Regulatory Team. Yu-Hsun is experienced in general compliance and AML/CTF issues for financial sectors, including banks, credit card institutions, securities business and futures business. Yu-Hsun is admitted to Taiwan bar and awarded as an Elite Speaker in Taiwan Academy of Banking and Finance for 2018 and 2019 .
│Education│
│Relevant experiences│
│現職│
│學歷及專業資格│
│經歷及近期承辦金融案件選錄│
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Co-sponsor
Associate Sponsor
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