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The 6th Annual Taiwan ETF Forum

ETFs, ETPs and Passive Investments: How Global Trends are Shaping the Industry

About this event

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 HIGHLIGHTS

Speakers

Alex Huang

Alex Huang

CEO Yuanta Securities Investment Trust
Sean Tu

Sean Tu

Senior Director, Institutional Business Vanguard Investments Hong Kong Limited
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
Eva Chan

Eva Chan

Partner Simmons & Simmons, Hong Kong
Dr. Shean-Bii Bella Chiu

Bella Chiu

Director, Sales and Client Singapore Exchange
Dr. Shean-Bii Chiu

Dr. Shean-Bii Chiu

Professor, Department of Finance National Taiwan University
John Davies

John Davies

Managing Director, Global Head of Exchange Traded Products S&P Dow Jones Indices
David Lai

David Lai

Partner and Co-Chief Investment Officer Premia Partners Company Limited
Robert J. Hughes

Robert J. Hughes

Head of Investment Solutions Nasdaq
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
Ashley Heng

Ashley Heng

Senior Sales Representative MarketAxess
Jinho Kim

Jinho Kim

Senior Manager of Product Management Team, KOSPI Market Korea Exchange
Sean Cunningham

Sean Cunningham

Head of Asia ETFs JP Morgan Asset Management
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
Melody He

Melody He

Managing Director, Head of Sales and Product Strategy CSOP Asset Management Ltd.
Vincent Chen

Vincent Chen

Executive Director, Global ETF Strategy China International Capital Corporation (Hong Kong) Limited
Tiffany Lau

Tiffany Lau

Senior Manager, Cross-Asset Solution China Asset Management (Hong Kong) Limited
Eddie Cheng

Eddie Cheng

Head of Quantitative Investment Department Cathay Securities Investment Trust Co., Ltd.
Sunny Leung

Sunny Leung

Head of ETF, Index and Smart Beta Business Development for South Asia Amundi
Thann-Shing Lao

Thann-Shing Lao

Senior Executive Vice President Taiwan Stock Exchange (TWSE)
游日傑 Jimmy Yu

游日傑 Jimmy Yu

國泰投信基金經理 Senior Fund Manager, CathaySITE
Donna Chen

Donna Chen

Founder & President Keystone Intelligence Inc.
Andy Chang Yung-Chuan

Andy Chang Yung-Chuan

President Cathay Securities Investment Trust (Cathay SITE)
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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Sponsors

Co-lead Sponsors
Co-sponsors
Supporting Organisations

Lead and Co sponsorships are now available!

For sponsorship opportunities, please contact:

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 6th Annual Taiwan ETF 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.