A Complimentary Event for Financial Professionals

Slowing GDP growth, a ripple effect of ongoing trading tensions, continues to dampen the Chinese economy. So, where should Chinese investors go in the shadow of a trade war?

Join S&P DJI and leading financial professionals to explore top-of-mind questions and topics including:

  • Is the U.S.-China trade war a game changer in the global economy?
  • Can investors efficiently express their market views by implementing factor strategies in China A-Shares?
  • Utilizing tactical approaches to diversify portfolios across different asset classes and geographies amid market uncertainties
  • Expanding ETF trends and channels to help investors get the right mix of exposures
Replays And Downloads View All >
Speakers View All >
Sebastian Born

Flow Traders

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Larry Cao, CFA

CFA Institute

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Dennis Chen, CFA

Harvest Fund Management

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Zhihu Chen

CSOP Asset Management

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Frederick Chu

China Asset Management (Hong Kong) Limited

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Education Supporter
CFA China
Location
Grand Hyatt Shanghai, Jin Mao Tower, 88 Century Avenue, Pudong, Shanghai

PROGRAM (FINAL PROGRAM MAY BE SUBJECT TO CHANGE)

8:30 – 9:00

REGISTRATION

9:00 – 9:05

 

WELCOME & OPENING REMARKS

Angeline Choo, Head of Greater China and Southeast Asia, S&P Dow Jones Indices

9:05 – 9:35

KEYNOTE: from U.S.-China Trade War to the World Economy

·      How has the U.S.-China trade war evolved and who are the winners and losers?

·      Who are the winners and losers of the US-China trade war?

·      What are the economic outlooks of the U.S. and China markets in the backdrop of these trade tensions and sliding yuan?

Speaker:

Shaun Roache, Managing Director, Chief Economist, Asia Pacific, S&P Global Ratings

Replays And Downloads:

Growth Outlook Amid US-China Friction - Shaun Roache

9:35 – 10:15

fireside chat: how does smart beta strategy work in china?

·      How have factors historically performed in the China A-shares market?

·      How to practically apply factors in the portfolio to capture alpha

·      The potential benefits of overlaying a momentum factor on top of other systematic factors in China

 

Interviewer:

Liyu Zeng, Director, Global Research & Design, S&P Dow Jones Indices

Interviewee:

Hu Jie, Assistant General Manager, Quantitative Investment, Hwabao WP Fund Management

10:15 – 10:30

COFFEE BREAK

10:30 – 11:15

panel: using diversification to your advantage

·      What asset classes, geographies and sectors appeal to investors and why?

·      How to construct an effective portfolio combining both active and passive strategies

Moderator:

Larry Cao, CFA, Director, Content, Asia Pacific, CFA Institute

Panelists:

Dennis Chen, CFA, Executive Director, Portfolio Manager, Harvest Fund Management

Frederick Chu, Head of Exchange-Traded Funds, China Asset Management

Richard Tang, Vice Chairman, ICBC Credit Suisse (International)

11:15 – 12:00

PANEL: top etf trends to watch in 2019

·      Could global and China ETF markets maintain the upward trajectory in 2019?

·      Which ETF trends have the potential to tick up - ESG, multi-assets, thematic, or others?

·      How to take advantage of the expanding ETF channels to get wider market exposure

Moderator:

Priscilla Luk, Managing Director, Global Research & Design, Asia Pacific, S&P Dow Jones Indices

Panelists:

Zhihu Chen, CFA, Portfolio Manager, CSOP Asset Management

Laura Lui, Partner and Co-Chief Investment Officer, Premia Partners

Sebastian Born, Institutional Trader, Flow Traders

12:00 – 12:05

 

CLOSING REMARKS

Angeline Choo, Head of Greater China and Southeast Asia, S&P Dow Jones Indices

12:05 – 13:00

NETWORKING LUNCH

 

Sebastian Born

Flow Traders

View Bio >
Larry Cao, CFA

CFA Institute

View Bio >
Dennis Chen, CFA

Harvest Fund Management

View Bio >
Zhihu Chen

CSOP Asset Management

View Bio >
Frederick Chu

China Asset Management (Hong Kong) Limited

View Bio >
Hu Jie

Hwabao WP Fund Management

View Bio >
Laura Lui

Premia Partners Company Limited

View Bio >
Priscilla Luk

S&P Dow Jones Indices

View Bio >
Shaun Roache

S&P Global Ratings

View Bio >
Richard Tang

ICBC Credit Suisse Asset Management (International) Company Limited

View Bio >
Liyu Zeng

S&P Dow Jones Indices

View Bio >
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