Roundtable

The 5th Annual Taiwan ETF Forum & Taiwan ETF’s 15th Anniversary Forum

The Next Era of Growth for ETFs: New Directions and Opportunities

About this event

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

Contact

Calvin Chong

Wed, 31 Oct 2018

Sheraton Grand Taipei Hotel

Taiwan

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EVENT HIGHLIGHTS

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Speakers

Christopher Friese

Christopher Friese

Head of Asia-Pacific, Lyxor ETF Société Générale
Richard Watanabe

Richard Watanabe

Financial Services Leader PwC Taiwan
Jin Kim

Jin Kim

Senior ETF Portfolio Manager / VP Mirae Asset Global Investments (HK) Limited
Jae Suk Yun

Jae Suk Yun

Head of Product Management Team, KOSPI Market Korea Exchange
Curtis Tai

Curtis Tai

Director, Asia-Pacific ETF Sales & Trading Jane Street

Si Ling Wong

Senior Project Manager, Research and Analytics Hang Seng Indexes Company Limited
Ken Han

Ken Han

Institutional Trader Flow Traders
Jonathan Wu

Jonathan Wu

Portfolio Manager Conning Asia Pacific
Rebecca Sin

Rebecca Sin

Head of ETF Sales Trading, Asia Pacific Commerzbank AG
Eva Lin

Eva Lin

Senior Fund Manager Cathay Securities Investment Trust Co., Ltd.
Lih-Chung Chien

Lih-Chung Chien

President Taiwan Stock Exchange (TWSE)
Wellington L. Koo

Wellington L. Koo

Chairman Financial Supervisory Commission
Vincent Bourdarie

Vincent Bourdarie

Chief Investment Officer Nomura Asset Management Taiwan Ltd.
Larry Cao

Larry Cao

Director, Content, Asia Pacific CFA Institute, Hong Kong Office
Pony Bo-Li Huang

Pony Bo-Li Huang

Senior Vice President, Corporate Planning and Strategy Department Taiwan Stock Exchange
Frederick Chu

Frederick Chu

Head of ETFs ChinaAMC(HK)
Mark Lee

Mark Lee

Chief Representative Tokyo Stock Exchange, Inc. Hong Kong Representative Office
William Chen

William Chen

Senior Director, R&D Department Taiwan Index Plus Corporation
Dr. Shean-Bii Bella Chiu

Bella Chiu

Director, Sales and Client Singapore Exchange
David Lai

David Lai

Partner and Co-Chief Investment Officer Premia Partners Company Limited
Jackie Choy

Jackie Choy

Director of ETF Research, Asia Morningstar Investment Management Asia Limited
Patrick Chung-Wen Liao

Patrick Chung-Wen Liao

Vice President, Head of Financial Derivatives Department Fuh Hwa Securities Investment Trust
Grace Chiu

Grace Chiu

Director, Business Development, Asia Pacific Direxion Investments
David Quah

David Quah

Managing Director Value Partners Ltd
Andy Chang Yung-Chuan

Andy Chang Yung-Chuan

President Cathay Securities Investment Trust (Cathay SITE)
Priscilla Luk

Priscilla Luk

Managing Director, Head of Global Research & Design, APAC S&P Dow Jones Indices
Dr. Julian, Tsung-Sheng Liu

Dr. Julian, Tsung-Sheng Liu

Chairman, Yuanta Securities Investment Trust Co. Ltd.
Chairman, Securities Investment Trust & Consulting Association of R.O.C
Vice Chairman, Pension Fund Association, R.O.C.

Who will attend?

Our attendees include key decision-makers from institutions overseeing a significant portion of the US$30+ trillion institutional asset management market in the Asia-Pacific region, including Japan and Australia.

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.

Our Audience

Our attendees include key decision-makers from institutions overseeing a significant portion of the US$30+ trillion institutional asset management market in the Asia-Pacific region, including Japan and Australia.

Fund Management & Mutual Fund Companies

Finance Directors

Pension Funds

Trustees

Head of IT

State and Corporate Provident Funds

Custodian Banks and Administrators

Marketing Directors

Heads of Investment Committees

Head of Compliance

Head/Director of Risk Management

Human Resources Directors

Sovereign Wealth Funds

Heads of Departments

Consultants

Senior Managers

Client Servicing Directors

Head of Treasury

Chief Investment Officers

Managing Directors

All organisations

Treasurers

Regulatory Agencies

Chief Executives

Central Banks

Chief Executives Officers

Chief Executives Officers

IFAs

Investment Consultants

Insurance Companies

Head of Trading Department

How to Register

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Register Now

Sponsors

Co-host
Co-sponsors
Associate Sponsor
Supporting Organisation

Lead and Co sponsorships are now available!

For sponsorship opportunities, please contact:

Veronica Chung

veronica@asiaasset.com

Calvin Chong

calvin.chong@asiaasset.com

Justin Wong

justin.wong@asiaasset.com

Why Attend?

Connect with Industry Leaders

Network with a diverse group of asset managers, service providers, pension fund representatives, and asset owners from across the Asia-Pacific region.

Forge Valuable Partnerships

Identify potential collaborators, clients, and strategic alliances that can drive your business forward.

Engage in Peer-to-Peer Learning

Share experiences, exchange ideas, and build lasting relationships with professionals facing similar challenges and opportunities.

The 5th Annual Taiwan ETF Forum & Taiwan ETF’s 15th Anniversary Forum

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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 Calvin Chong at calvin.chong@asiaasset.com or call at 60327839638. There will be an administration fee of 20% for all cancellations on or before 4 April, 2025. Regrettably, no full nor partial refund will be given for cancellation received after this date.