Day 2 agenda 2020
Day 2 agenda 2020
DAY 2
Agenda timing is in Taiwan timezone (GMT+8)
Simultaneous interpretation in Mandarin will be provided.
09:30 – 09:40
Chairman’s welcoming remarks
Brian Roberts, Head of Exchange Traded Products
As Head of Exchange Traded Products (ETPs), Brian is responsible for the development and management of HKEX’s exchange traded funds (ETFs) and leveraged and inverse (L&I) products, focusing on market development, client engagement and investor education.
Brian joined in 2015 and brings over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.
Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.
羅博仁, 交易所買賣產品主管
羅博仁為香港交易所交易所買賣產品主管，負責發展與管理交易所買賣基金（ETF）和槓桿及反向產品業務，並集中於市場發展、客戶關係及投資者教育。
羅博仁於2015年加盟，將其於ETF發展及領導方面逾十年的經驗帶入香港交易所。加入香港交易所前，羅博仁為領航（Vanguard）的亞洲ETF產品發展主管，主理環球ETF業務發展。
羅博仁持有美國普渡大學（Purdue University）學士學位及美國雷鳥全球管理學院（Thunderbird School of Global Management）工商管理碩士學位。
브라이언 로버츠, 거래소상장지수상품(ETP) 총괄
홍콩거래소의 거래소상장지수상품(ETP)을 담당하고 있는 브라이언 브라이언 로버츠는 ETF및 레버리지/인버스(L&I) 상품의 개발과 관리를 총괄담당하며, 시장개발, 고객과 투자자 확보 및 교육 관련 업무에 주력하고 있습니다.
브라이언 로버츠는 2015년에 홍콩거래소에 입사했으며, 10년 이상의 ETF 개발과 관리 경험을 보유하고 있습니다. 홍콩거래소 입사 전에는 뱅가드(Vanguard)에서 아시아 ETF 상품개발부를 총괄하며 글로벌 ETF 비즈니스 개발 업무를 수행한 바 있습니다.
학력사항으로는 퍼듀 대학 학사 학위와 썬더버드 경영대학원MBA학위가 있습니다.
09:40 – 10:25
Panel: China outlook 2021: V-shaped recovery or a gradual rise
- Will China’s economy return to full speed in 2021 or should investors expect an uneven recovery?
- What are the opportunities in China’s economic reboot and the best strategy to ride the recovery?
- What factors should investors be mindful of when they invest in China?
Philip Chiang is a Relationship Manager for BBH in Hong Kong, focusing on business development and client engagement with banks and asset managers in the Greater China region. Philip is a key lead in Hong Kong facilitating our global custody services and provides specialist cross-border fund knowledge for Chinese asset managers and regional banks.
Philip has been in the investor services industry since 1997. Prior to joining the firm in 2011, he held roles at Northern Trust and J.P. Morgan covering corporate, institutional and central bank clients.
Philip holds a master’s degree in Investment Management from Hong Kong University of Science and Technology and a bachelor’s degree in Administrative and Commercial Studies from University of Western Ontario.
Global X ETFs Sales Vice President, Mirae Asset Global Investments (Hong Kong)
Stephen joined Mirae Asset Global Investments in 2019 for the distribution of Global X ETFs to the territory. Prior joining Mirae Asset, Stephen worked as Greater China Institutional Equity sales covering clients in Hong Kong and South East Asia at China Industrial Securities, Nomura, Jefferies and UOB KayHian. Stephen earned his BBA in International Business from Wilfrid Laurier University and is fluent in Cantonese and Mandarin.
未來資產環球投資（香港）Global X ETFs 銷售副總裁
鍾駿從事大中華市場機構股票業務超過10年 , 專負大中華及美國股票銷售和宏觀分析。在加入未來資產環球投資交易所買賣基金團隊前, 曾於野村國際、富瑞金融、興業證券國際和大華繼顯工作。 鍾先生於加拿大 Wilfrid Laurier University 取得工商管理學士學位曾在加拿大德意志銀行，豐業銀行和安大略省教師退休金任職。
呂靄華, 合夥人兼聯合首席投資官
呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入睿亞資產之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。
Laura Lui, Partner & Co-Chief Investment Officer
Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm's index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.
Haibin Zhu
Managing Director, Chief China Economist and Head of Greater China Economic Research
J.P. Morgan
Haibin Zhu is a Managing Director, Chief China Economist and Head of Greater China Economic Research at J.P. Morgan. Prior to joining J.P. Morgan in 2011, Mr. Zhu was a research economist at the Bank for International Settlements (BIS) for a decade. In 2016-2020, Mr. Zhu also served as Head of China Equity Strategy at J.P. Morgan. His areas of expertise include China economy, banking regulation and financial stability, equity strategy and asset allocation. He has published a dozen of articles in peer-reviewed journals including Review of Financial Studies, Journal of Banking and Finance, and International Journal of Central Banking, and won best paper awards in areas of real estate valuation, fixed income and banking. Currently he is a column writer for Caijing, adjunct research fellow at the National Institute of Financial Research (NIFR), Tsinghua University, and adjunct professor at Chinese University of Hong Kong (Shenzhen).
Mr. Zhu obtained a Ph.D. degree in economics from Duke University and, a M.A. from the Graduate School of People’s Bank of China, and a B.S. from Beijing University.
10:25 – 11:10
Panel: Rebalancing growth in Asia
- What are the new economic dimensions for Asian economies?
- How to construct portfolios for the new economic dynamics using ETFs?
- How can investors position portfolios to capture opportunities and mitigate risks?
Jason, In-Gyu Lee
Vice President of HKEX Exchange Traded Products, HKEX
Jason Lee is Vice President of HKEX Exchange Traded Products (ETPs), focusing on ETP market development, client engagement and investor education. Prior to HKEX, Jason has over 11 years of Institutional Sales experience as Sales & Distribution Director of Premia Partners and Head of Sales Department at China Merchants Securities International and Korea, covering QFII/RQFII, Stock Connect, H-shares and other financial products and services of Hong Kong and Mainland China financial markets. Jason holds a BA degree from Nankai University, can speak Korean, English and Mandarin.
이인규 이사
홍콩거래소 상장지수상품부
홍콩거래소의 상장지수상품부에서 ETF 시장 및 고객 개발 업무를 담당하고 있는 이인규 이사는 홍콩거래소 합류 전 중국 초상증권 홍콩 및 한국 법인과 홍콩계 ETF 운용사인 Premia Partners에서 중국 본토와 홍콩 자본시장의 다양한 금융상품 개발과 기관 세일즈 업무를 역임하였습니다.
李仁揆
交易所買賣產品副總裁，香港交易所
李仁揆是香港交易所交易所買賣產品（ETP）副總裁，專注於ETP市場發展、客戶聯繫和投資者教育。在加入香港交易所之前，李仁揆擁有超過11年的機構銷售經驗，曾擔任Premia Partners的銷售和分銷總監以及招商證券國際全資子公司招商證券（韓國）的銷售部主管，主要負責QFII/RQFII，滬深港通，H股，以及香港和中國內地市場的其他金融產品及服務。李仁揆擁有南開大學的文學士學位，會說韓語，英語和普通話。
Jackie Chien, Vice President, is an ETF specialist in the iShares distribution team in Asia Pacific, responsible for iShares distribution in Taiwan, covering insurers, official institutions, pension funds, asset management firms, wealth, banks, and brokerage houses. Prior to iShares, she was part of the BlackRock Taiwan Institutional Client Business Group, responsible for developing and managing relationships with financial institutional clients in Taiwan.
Prior to joining BlackRock in 2015, Jackie was a product manager at Aberdeen Asset Management where she provided product analysis and product marketing support to pension funds, insurers, bank channels and fund-of-funds clients. Jackie began her career as overseas equity investment specialist with Cathay Life Insurance and Cathay Securities Investment Trust.
Jackie obtained a bachelor's degree in Economics from National Cheng-Chi University in Taiwan, as well as a Masters in Science (Finance) degree from Warwick Business School.
錢睿翎, 貝萊德安碩亞太區業務發展副總裁
錢睿翎，貝萊德安碩亞太區銷售團隊副總裁，負責安碩台灣區業務發展，主要客戶包括機構法人如保險公司、政府基金、退休金、資產管理公司，以及通路客戶如財富管理、銀行，以及券商。在加入香港辦公室的安碩團隊之前，錢睿翎曾服務於貝萊德台灣辦公室機構法人業務團隊，主要負責壽險公司客戶關係建立以及維護。在2015年加入貝萊德台灣辦公室以前，她曾服務於台灣安本資產管理(目前已更名為標準安本資產管理)擔任產品經理，針對政府基金、保險公司、以及銀行通路提供產品分析及相關行銷支援。加入安本資產管理之前，錢睿翎曾任職於台灣國泰人壽以及國泰投信擔任國際股票投資部投資專員。
錢睿翎於2007年畢業於台灣國立政治大學經濟學系，同時她也擁有英國華威大學金融碩士學位。
Michelle covers China and Taiwan and is based in Hong Kong. She started her career at BNP Paribas London where she worked with a team of European economists and helped analyse topical macroeconomic issues. Before joining SG, she was a Senior Economist at TS Lombard, an independent research company, and focused on a number of Asian economies. Michelle holds an M. Phil. in Economics from Cambridge University and a first-class honors degree in Economics from UCL.
呂靄華, 合夥人兼聯合首席投資官
呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入睿亞資產之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。
Laura Lui, Partner & Co-Chief Investment Officer
Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm's index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.
11:10 – 11:55
Presentation : Reshaping the cost equation
- Why does location matter in maximising the investment returns in ETFs?
- How much can investors save by investing in Asian underlying in Asia vs. in the US?
- How can investors access hidden ETF liquidity and achieve best execution in the Asian time zone?
Sebastian Born works as an Institutional Trader at Flow Traders in Hong Kong, a global liquidity provider specialized in Exchange Traded Products. He is looking after its institutional counterparties in Hong Kong. Before relocating from Amsterdam to Hong Kong he spent the last four years pricing ETFs of all asset classes and from all issuers to institutional investors of all sizes across Europe. Flow Traders is one of the largest ETF market makers in the World. More than 115 traders pride themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 7000 ETFs globally. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.
塞巴斯蒂安·伯恩（Sebastian Born）是香港Flow Traders的机构交易员，这是一家专门从事交易所交易产品的全球流动性提供商。他正在为香港的机构交易对手提供服务。在从阿姆斯特丹搬到香港之前，他花了四年的时间为所有资产类别的ETF（从所有发行人到整个欧洲的各种规模的机构投资者）定价。 Flow Traders是全球最大的ETF做市商之一。超过115位交易者在全球7000多种ETF中提供流动性和极具竞争力的双向风险或资产净值市场。在全球ETF大奖中，Flow Traders经常被评为亚太和欧洲ETF做市商
Brian Roberts, Head of Exchange Traded Products
As Head of Exchange Traded Products (ETPs), Brian is responsible for the development and management of HKEX’s exchange traded funds (ETFs) and leveraged and inverse (L&I) products, focusing on market development, client engagement and investor education.
Brian joined in 2015 and brings over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.
Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.
羅博仁, 交易所買賣產品主管
羅博仁為香港交易所交易所買賣產品主管，負責發展與管理交易所買賣基金（ETF）和槓桿及反向產品業務，並集中於市場發展、客戶關係及投資者教育。
羅博仁於2015年加盟，將其於ETF發展及領導方面逾十年的經驗帶入香港交易所。加入香港交易所前，羅博仁為領航（Vanguard）的亞洲ETF產品發展主管，主理環球ETF業務發展。
羅博仁持有美國普渡大學（Purdue University）學士學位及美國雷鳥全球管理學院（Thunderbird School of Global Management）工商管理碩士學位。
브라이언 로버츠, 거래소상장지수상품(ETP) 총괄
홍콩거래소의 거래소상장지수상품(ETP)을 담당하고 있는 브라이언 브라이언 로버츠는 ETF및 레버리지/인버스(L&I) 상품의 개발과 관리를 총괄담당하며, 시장개발, 고객과 투자자 확보 및 교육 관련 업무에 주력하고 있습니다.
브라이언 로버츠는 2015년에 홍콩거래소에 입사했으며, 10년 이상의 ETF 개발과 관리 경험을 보유하고 있습니다. 홍콩거래소 입사 전에는 뱅가드(Vanguard)에서 아시아 ETF 상품개발부를 총괄하며 글로벌 ETF 비즈니스 개발 업무를 수행한 바 있습니다.
학력사항으로는 퍼듀 대학 학사 학위와 썬더버드 경영대학원MBA학위가 있습니다.
11:55 – 12:00
Chairperson’s Closing Remarks
議程時間以台灣時間（GMT + 8）為準
將提供普通話同聲傳譯。
09:30 – 09:40
主席致歡迎詞
Brian Roberts, Head of Exchange Traded Products
As Head of Exchange Traded Products (ETPs), Brian is responsible for the development and management of HKEX’s exchange traded funds (ETFs) and leveraged and inverse (L&I) products, focusing on market development, client engagement and investor education.
Brian joined in 2015 and brings over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.
Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.
羅博仁, 交易所買賣產品主管
羅博仁為香港交易所交易所買賣產品主管，負責發展與管理交易所買賣基金（ETF）和槓桿及反向產品業務，並集中於市場發展、客戶關係及投資者教育。
羅博仁於2015年加盟，將其於ETF發展及領導方面逾十年的經驗帶入香港交易所。加入香港交易所前，羅博仁為領航（Vanguard）的亞洲ETF產品發展主管，主理環球ETF業務發展。
羅博仁持有美國普渡大學（Purdue University）學士學位及美國雷鳥全球管理學院（Thunderbird School of Global Management）工商管理碩士學位。
브라이언 로버츠, 거래소상장지수상품(ETP) 총괄
홍콩거래소의 거래소상장지수상품(ETP)을 담당하고 있는 브라이언 브라이언 로버츠는 ETF및 레버리지/인버스(L&I) 상품의 개발과 관리를 총괄담당하며, 시장개발, 고객과 투자자 확보 및 교육 관련 업무에 주력하고 있습니다.
브라이언 로버츠는 2015년에 홍콩거래소에 입사했으며, 10년 이상의 ETF 개발과 관리 경험을 보유하고 있습니다. 홍콩거래소 입사 전에는 뱅가드(Vanguard)에서 아시아 ETF 상품개발부를 총괄하며 글로벌 ETF 비즈니스 개발 업무를 수행한 바 있습니다.
학력사항으로는 퍼듀 대학 학사 학위와 썬더버드 경영대학원MBA학위가 있습니다.
09:40 – 10:25
小組討論: 2021中國展望: V型復甦或穩步回升
- 2021年中國經濟將加速復甦還是保持緩慢及不穩的增長步伐？
- 中國重啟經濟將衍生甚麼投資機遇？投資者應如何部署？
- 投資中國時需考慮什麼因素？
Philip Chiang is a Relationship Manager for BBH in Hong Kong, focusing on business development and client engagement with banks and asset managers in the Greater China region. Philip is a key lead in Hong Kong facilitating our global custody services and provides specialist cross-border fund knowledge for Chinese asset managers and regional banks.
Philip has been in the investor services industry since 1997. Prior to joining the firm in 2011, he held roles at Northern Trust and J.P. Morgan covering corporate, institutional and central bank clients.
Philip holds a master’s degree in Investment Management from Hong Kong University of Science and Technology and a bachelor’s degree in Administrative and Commercial Studies from University of Western Ontario.
Global X ETFs Sales Vice President, Mirae Asset Global Investments (Hong Kong)
Stephen joined Mirae Asset Global Investments in 2019 for the distribution of Global X ETFs to the territory. Prior joining Mirae Asset, Stephen worked as Greater China Institutional Equity sales covering clients in Hong Kong and South East Asia at China Industrial Securities, Nomura, Jefferies and UOB KayHian. Stephen earned his BBA in International Business from Wilfrid Laurier University and is fluent in Cantonese and Mandarin.
未來資產環球投資（香港）Global X ETFs 銷售副總裁
鍾駿從事大中華市場機構股票業務超過10年 , 專負大中華及美國股票銷售和宏觀分析。在加入未來資產環球投資交易所買賣基金團隊前, 曾於野村國際、富瑞金融、興業證券國際和大華繼顯工作。 鍾先生於加拿大 Wilfrid Laurier University 取得工商管理學士學位曾在加拿大德意志銀行，豐業銀行和安大略省教師退休金任職。
呂靄華, 合夥人兼聯合首席投資官
呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入睿亞資產之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。
Laura Lui, Partner & Co-Chief Investment Officer
Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm's index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.
Haibin Zhu
Managing Director, Chief China Economist and Head of Greater China Economic Research
J.P. Morgan
Haibin Zhu is a Managing Director, Chief China Economist and Head of Greater China Economic Research at J.P. Morgan. Prior to joining J.P. Morgan in 2011, Mr. Zhu was a research economist at the Bank for International Settlements (BIS) for a decade. In 2016-2020, Mr. Zhu also served as Head of China Equity Strategy at J.P. Morgan. His areas of expertise include China economy, banking regulation and financial stability, equity strategy and asset allocation. He has published a dozen of articles in peer-reviewed journals including Review of Financial Studies, Journal of Banking and Finance, and International Journal of Central Banking, and won best paper awards in areas of real estate valuation, fixed income and banking. Currently he is a column writer for Caijing, adjunct research fellow at the National Institute of Financial Research (NIFR), Tsinghua University, and adjunct professor at Chinese University of Hong Kong (Shenzhen).
Mr. Zhu obtained a Ph.D. degree in economics from Duke University and, a M.A. from the Graduate School of People’s Bank of China, and a B.S. from Beijing University.
10:25 – 11:10
座談會: 亞洲經濟調整
- 亞洲經濟局面有甚麼新轉變？
- 在新經濟局面下，如何以ETF建立投資組合？
- 投資者應如何配置投資組合，以捕捉機遇並降低風險？
Jason, In-Gyu Lee
Vice President of HKEX Exchange Traded Products, HKEX
Jason Lee is Vice President of HKEX Exchange Traded Products (ETPs), focusing on ETP market development, client engagement and investor education. Prior to HKEX, Jason has over 11 years of Institutional Sales experience as Sales & Distribution Director of Premia Partners and Head of Sales Department at China Merchants Securities International and Korea, covering QFII/RQFII, Stock Connect, H-shares and other financial products and services of Hong Kong and Mainland China financial markets. Jason holds a BA degree from Nankai University, can speak Korean, English and Mandarin.
이인규 이사
홍콩거래소 상장지수상품부
홍콩거래소의 상장지수상품부에서 ETF 시장 및 고객 개발 업무를 담당하고 있는 이인규 이사는 홍콩거래소 합류 전 중국 초상증권 홍콩 및 한국 법인과 홍콩계 ETF 운용사인 Premia Partners에서 중국 본토와 홍콩 자본시장의 다양한 금융상품 개발과 기관 세일즈 업무를 역임하였습니다.
李仁揆
交易所買賣產品副總裁，香港交易所
李仁揆是香港交易所交易所買賣產品（ETP）副總裁，專注於ETP市場發展、客戶聯繫和投資者教育。在加入香港交易所之前，李仁揆擁有超過11年的機構銷售經驗，曾擔任Premia Partners的銷售和分銷總監以及招商證券國際全資子公司招商證券（韓國）的銷售部主管，主要負責QFII/RQFII，滬深港通，H股，以及香港和中國內地市場的其他金融產品及服務。李仁揆擁有南開大學的文學士學位，會說韓語，英語和普通話。
Jackie Chien, Vice President, is an ETF specialist in the iShares distribution team in Asia Pacific, responsible for iShares distribution in Taiwan, covering insurers, official institutions, pension funds, asset management firms, wealth, banks, and brokerage houses. Prior to iShares, she was part of the BlackRock Taiwan Institutional Client Business Group, responsible for developing and managing relationships with financial institutional clients in Taiwan.
Prior to joining BlackRock in 2015, Jackie was a product manager at Aberdeen Asset Management where she provided product analysis and product marketing support to pension funds, insurers, bank channels and fund-of-funds clients. Jackie began her career as overseas equity investment specialist with Cathay Life Insurance and Cathay Securities Investment Trust.
Jackie obtained a bachelor's degree in Economics from National Cheng-Chi University in Taiwan, as well as a Masters in Science (Finance) degree from Warwick Business School.
錢睿翎, 貝萊德安碩亞太區業務發展副總裁
錢睿翎，貝萊德安碩亞太區銷售團隊副總裁，負責安碩台灣區業務發展，主要客戶包括機構法人如保險公司、政府基金、退休金、資產管理公司，以及通路客戶如財富管理、銀行，以及券商。在加入香港辦公室的安碩團隊之前，錢睿翎曾服務於貝萊德台灣辦公室機構法人業務團隊，主要負責壽險公司客戶關係建立以及維護。在2015年加入貝萊德台灣辦公室以前，她曾服務於台灣安本資產管理(目前已更名為標準安本資產管理)擔任產品經理，針對政府基金、保險公司、以及銀行通路提供產品分析及相關行銷支援。加入安本資產管理之前，錢睿翎曾任職於台灣國泰人壽以及國泰投信擔任國際股票投資部投資專員。
錢睿翎於2007年畢業於台灣國立政治大學經濟學系，同時她也擁有英國華威大學金融碩士學位。
Michelle covers China and Taiwan and is based in Hong Kong. She started her career at BNP Paribas London where she worked with a team of European economists and helped analyse topical macroeconomic issues. Before joining SG, she was a Senior Economist at TS Lombard, an independent research company, and focused on a number of Asian economies. Michelle holds an M. Phil. in Economics from Cambridge University and a first-class honors degree in Economics from UCL.
呂靄華, 合夥人兼聯合首席投資官
呂靄華 (Laura) 擁有豐富指數、量化投資及資本市場經驗。加入睿亞資產之前， Laura 是工銀瑞信資產管理（國際）的指數及量化投資團隊負責人，以香港為基地創立公司中國境外的指數及量化投資業務，包括在香港及歐洲交易所掛牌的ETF產品。在此之前，Laura 曾是未來資產環球投資（香港）的ETF及指數部門主管，負責未來資產韓國以外ETF業務發展，包括與美國Horizon的ETF合作項目。Laura 早期於蘇格蘭皇家銀行及摩根大通任職ETF流通量提供者及交易員，因此對亞洲股票、多元資產衍生工具及其他上市產品以及買賣雙方資本市場交易運作有豐富深入的實戰經驗。 Laura 畢業於多倫多大學的精算科學及統計學學系，並於紐約大學及香港科技大學修畢環球金融碩士課程。
Laura Lui, Partner & Co-Chief Investment Officer
Laura Lui is a Partner and co-Chief Investment Officer of Premia Partners. Laura has over 12 years of experience in the financial industry with rich experience in index and quantitative investments and capital markets development. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm's index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other listed products including as ETF liquidity providers and participating dealers from her previous roles with RBS and JPMorgan Chase Bank. Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.
11:10 – 11:55
演講: 改寫成本方程式
- 為何選擇投資地點以提高ETF投資回報？
- 相較在美國投資亞洲相關資產，投資者在亞洲進行買賣有何成本效益？
- 甚麼是ETF隱藏流動性？投資者在亞洲時區進行買賣可採取甚麼策略？
Sebastian Born works as an Institutional Trader at Flow Traders in Hong Kong, a global liquidity provider specialized in Exchange Traded Products. He is looking after its institutional counterparties in Hong Kong. Before relocating from Amsterdam to Hong Kong he spent the last four years pricing ETFs of all asset classes and from all issuers to institutional investors of all sizes across Europe. Flow Traders is one of the largest ETF market makers in the World. More than 115 traders pride themselves with providing liquidity and highly competitive 2-way risk or NAV markets in more than 7000 ETFs globally. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.
塞巴斯蒂安·伯恩（Sebastian Born）是香港Flow Traders的机构交易员，这是一家专门从事交易所交易产品的全球流动性提供商。他正在为香港的机构交易对手提供服务。在从阿姆斯特丹搬到香港之前，他花了四年的时间为所有资产类别的ETF（从所有发行人到整个欧洲的各种规模的机构投资者）定价。 Flow Traders是全球最大的ETF做市商之一。超过115位交易者在全球7000多种ETF中提供流动性和极具竞争力的双向风险或资产净值市场。在全球ETF大奖中，Flow Traders经常被评为亚太和欧洲ETF做市商
Brian Roberts, Head of Exchange Traded Products
As Head of Exchange Traded Products (ETPs), Brian is responsible for the development and management of HKEX’s exchange traded funds (ETFs) and leveraged and inverse (L&I) products, focusing on market development, client engagement and investor education.
Brian joined in 2015 and brings over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.
Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.
羅博仁, 交易所買賣產品主管
羅博仁為香港交易所交易所買賣產品主管，負責發展與管理交易所買賣基金（ETF）和槓桿及反向產品業務，並集中於市場發展、客戶關係及投資者教育。
羅博仁於2015年加盟，將其於ETF發展及領導方面逾十年的經驗帶入香港交易所。加入香港交易所前，羅博仁為領航（Vanguard）的亞洲ETF產品發展主管，主理環球ETF業務發展。
羅博仁持有美國普渡大學（Purdue University）學士學位及美國雷鳥全球管理學院（Thunderbird School of Global Management）工商管理碩士學位。
브라이언 로버츠, 거래소상장지수상품(ETP) 총괄
홍콩거래소의 거래소상장지수상품(ETP)을 담당하고 있는 브라이언 브라이언 로버츠는 ETF및 레버리지/인버스(L&I) 상품의 개발과 관리를 총괄담당하며, 시장개발, 고객과 투자자 확보 및 교육 관련 업무에 주력하고 있습니다.
브라이언 로버츠는 2015년에 홍콩거래소에 입사했으며, 10년 이상의 ETF 개발과 관리 경험을 보유하고 있습니다. 홍콩거래소 입사 전에는 뱅가드(Vanguard)에서 아시아 ETF 상품개발부를 총괄하며 글로벌 ETF 비즈니스 개발 업무를 수행한 바 있습니다.
학력사항으로는 퍼듀 대학 학사 학위와 썬더버드 경영대학원MBA학위가 있습니다.
11:55 – 12:00