Fixed Income Hong Kong 2018

27 - 27 June, 2018

Harbour Grand, Hong Kong

+65 6722-9455

Wednesday June 27th, 2018

8:30 am - 8:40 am Welcome Address

Danny levy, General Manager, WBR Singapore

8:40 am - 8:50 am Opening Remarks

Brett Elvish, CEO and Founder,Financial Viewpoint
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Brett Elvish

CEO and Founder
Financial Viewpoint

The Internationalisation of China

8:50 am - 9:10 am Opening Regulatory Keynote by Hong Kong Monetary Authority

Archie Ng, Division Head (External Department),Hong Kong Monetary Authority
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Archie Ng

Division Head (External Department)
Hong Kong Monetary Authority

9:10 am - 9:30 am Buyside Keynote: Too big to ignore - What are the channels by which China will allow you to access its debt markets to benefit from the high yield investment opportunities?

Hayden Briscoe, Managing Director, Head of Fixed Income, Asia Pacific,UBS Asset Management
- Navigating China’s regulatory maze – How can you best address the regulations in the local market?
- How have the major defaults that have taken place in the past two years affected the appetite of the issuers?
- What steps are the Chinese authorities taking to facilitate access to domestic Fixed Income investments on the back of this growing interest?
- The revolution of QC to RQC Scheme – How has this impacted foreign investors who are looking to invest domestically?
- Implications for lending in Greater China - How to look beyond the bond market for other sources of lending as the Chinese banks tighten their grip?
- SOE reform – How will this impact the Chinese economy, various sectors as well as direct lending?
- South Bound Bond Connect – When will restrictions be eased and what are the expectations moving forward?
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Hayden Briscoe

Managing Director, Head of Fixed Income, Asia Pacific
UBS Asset Management

- Utilization currently less than 3% - What are the major difficulties that foreign investors face in trading bonds in the Chinese onshore market and how can they be overcome?
- Addressing the operational requirements for being able to invest onshore -What is the best platform to trade on at this point in time and must-have technology needs?
- Will bond connect be the main channel to boost to the Chinese bond market or will there be other alternatives?
- How will the current scheme cater to the different needs and expectations of the wide spectrum of local investors in Hong Kong?
- Will the current scheme attract investors who are not willing to make major commitment to China and just want to dip their toe into the market to gain exposure?
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Callum Henderson

Managing Director, Global Markets
Eurasia Group

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Gordon Tsui

CFA, Executive Director & Head of Fixed Income
Taikang Asset Management (Hong Kong)

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Yan Pu

Head of Portfolio Review, Asia
Vanguard Investments

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Ashley Perrott

Head of Pan Asia Fixed Income
UBS Asset Management

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Kheng Siang Ng

Asia Pacific Head of Fixed Income
State Street Global Advisors

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Mo Ji

Chief Economist, Asia, ex-Japan
Amundi Asset Management

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Barry Lau

Co-Founder, Managing Partner & CIO (Private Investments)
Adamas Asset Management

MiFID II Implementation And Beyond

10:15 am - 10:50 am Global Leaders Perspective: Leveraging MiFID II as a catalyst for change– What are the transferable lessons from how US and EU fixed income divisions have adopted more innovative ways of working to meet these requirements whilst driving market efficiencies?

Brett Elvish, CEO and Founder,Financial Viewpoint Juan Landazabal, Global Head of Fixed Income Trading,Deutsche Asset and Wealth Management Yann Couellan, Head of FICC Trading,BNP Paribas Asset Management Gianluca Minieri, Global Head of Trading,Pioneer Investments Christine Kenny, Managing Director, Fixed Income Market Strategist,Loomis Sayles Investments
- With MiFID II now in the rear view mirror, what are the major buy side priorities for fixed income in 2018/19 and how will this change trading and investment structures in Hong Kong and Asia?
- How are US and European fixed income businesses being re-structured to facilitate the development of traders and portfolio managers in a new market order and what are the transferable lessons for Hong Kong and Asia?
- Where is the investment in new technology going in order to now focus trading resources where they are truly needed?
- What are the overall risks and opportunities that MiFID II will bring to the market and how will this affect competitiveness?
- Next steps – How should market participants in Hong Kong best prepare themselves for the impact of MiFID II?
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Brett Elvish

CEO and Founder
Financial Viewpoint

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Juan Landazabal

Global Head of Fixed Income Trading
Deutsche Asset and Wealth Management

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Yann Couellan

Head of FICC Trading
BNP Paribas Asset Management

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Gianluca Minieri

Global Head of Trading
Pioneer Investments

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Christine Kenny

Managing Director, Fixed Income Market Strategist
Loomis Sayles Investments

10:50 am - 11:20 am Networking Break

Embracing The New Fixed Income World

- How can you actively manage your investment life cycle to stay competitive?
- How can you automate your trade execution and flow process to reduce the workload on your trading teams?
- Building a best execution framework - How can you maximize efficiency for pre trade, on trade and post trade?
- Compressed yield due to low interest rate environment - How can you choose the right investable instruments and the most appropriate trading strategy to gain better returns?
- Tackling the liquidity crunch – How can you take a holistic and dynamic approach that taps into a broad range of fixed-income assets to source liquidity? - Smart analytics - How can you gain data insights to maximize transparency and better understand when and where to trade?
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Vijay Chander

Executive Director, Fixed Income
Asia Securities Industry & Financial Markets Association (ASIFMA)

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Kai He

Head of Fixed Income
BOSERA Asset Management

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Jethro Goodchild

SVP, Portfolio Manager, Fixed Income, Asia
Aviva Investors

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Michael Levin

Head of Asset Management, Asia Pacific
Credit Suisse Wealth Management

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Dr. Xuanlai He

Executive Director, Fixed Income Portfolio Manager
China Life Franklin Asset Management

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Angus Hui

Head of Asian Credit and EM Credit
Schroders Investment Management

12:00 pm - 12:20 pm Sell Side Keynote: How is the sell side implementing approaches from other industries in fixed income markets to better support you, the buy side?

Mark Goodman, Managing Director, Global Head of Electronic Execution (FX, Rates, Credit, ,UBS Investment Bank
- End of QE – How is the removal of quantitative easing impacting the Asian Market?
- Rising interest rates and debt levels - How are the sell side optimizing their capital in a less liquid, more regulated and lower return world to better support the buy side?
- Implications on liquidity - What types of e-trading technology can the sell side use to maximize the efficiency of their dealing activity and pass on cost savings to the buy side?
- Rise of China – How are sell side business models evolving to better cater to the rising number of investors in China?
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Mark Goodman

Managing Director, Global Head of Electronic Execution (FX, Rates, Credit,
UBS Investment Bank

Your A-Z Guide To ETFs

- What are the major investment trends around ETFs?
- What types of pre trade analysis are most commonly used?
- How are global institutions executing ETF trades and how do Asian institutions compare?
- How do global institutions evaluate liquidity, particularly across asset classes?
- Regulations: How are ETFs helping asset managers stay compliant?
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Freddie Chen

Managing Director, Head of Portfolio Review, China
Vanguard Investments

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Keith Taylor

Director & Portfolio Management
BMO Global Asset Management

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Tariq Dennison

Investment Adviser, Portfolio Manager, ETF Expert
GFM Asset Management

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Brett Elvish

CEO and Founder
Financial Viewpoint

12:40 pm - 1:00 pm 360° ETF perspective: Staying ahead of the game – How can you leverage the latest developments in ETFs to better hedge risk and maximize returns?

Brett Elvish, CEO and Founder,Financial Viewpoint Jacky Tan, Head of Portfolio Management Group and Co-head of Investment Strategy Group Asia,Goldman Sachs Private Wealth Management
- How to take advantage of ETFs as the fastest growing indexing investment vehicle in the world for diversification?
- What are the different types of ETFs and how can investors choose the best option to meet their needs?
- How can you broaden your usage to take advantage of the versatility of ETFs and gain access to long term yield?
- What are the pros and cons of each type and strategy that you need to know to ensure you are making the most informed decisions?
- How can investors overcome key barriers to compete in this fast changing landscape?
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Jacky Tan

Head of Portfolio Management Group and Co-head of Investment Strategy Group Asia
Goldman Sachs Private Wealth Management

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Brett Elvish

CEO and Founder
Financial Viewpoint

1:00 pm - 2:00 pm Networking Lunch

Buy Side Only Platform Evaluation

- The platform paradigm- How can you establish which initiative you should be supporting and why?
- When evaluating platforms, what are the key areas you should be testing and looking out for?
- What different platform models can help you prosper in a new electronic environment?
- How can you establish what platform is best suited to fit into your current workflow?
- Fragmentation of platforms – How can you improve the speed of execution and trading efficiency through one consolidated view across the various multi-dealer platforms?
- Multi-dealer platforms - How can you minimize information leaks when using all-to-all platforms?
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Parijat Banerjee

Management consultant | Wholesale and institutional financial services
Greenwich Associates

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Gordon Tsui

CFA, Executive Director & Head of Fixed Income
Taikang Asset Management (Hong Kong)

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David Gibb

Head of Trading, Fixed Income
HSBC Global Asset Management

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Pierre-Emmanuel Charlier

Head of Fixed Income Trading, Asia
Pictet Asset Management

Meet the Platforms

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Jesper Bruun-Olsen

Head of Asia-Pacific
Algomi

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Brett Pybus CFA

Managing Director, Fixed Income ETF Product Strategy
BlackRock

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Kem Husain

Head of APAC Sales
AxeTrading

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Richard Schiffman

Head of Open Trading
MarketAxess

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Herb Werth

Managing Director, Global Head of Buy Side Product Strategy and Marketing
IPREO

3:15 pm - 3:35 pm Networking Break

Q&A Roundtables

3:35 pm - 4:35 pm Buy side Q&A Roundtables: Evaluate 1-4 of the newest platform offerings with your buy side peers to understand who is best placed to meet your liquidity needs

4:35 pm - 4:55 pm Networking Break

4:55 pm - 5:55 pm Buy side Q&A Roundtables: Evaluate 5-8 of the newest platform offerings with your buy side peers to understand who is best placed to meet your liquidity needs

5:55 pm - 6:00 pm Closing Remarks

Brett Elvish, CEO and Founder,Financial Viewpoint
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Brett Elvish

CEO and Founder
Financial Viewpoint

6:00 pm - 7:30 pm Networking Drinks Reception