| 1. Sponsors
and Supporting Units Sponsors:
Capital Market Research Institute,
Shenzhen Stock Exchange Research Institute ,
New Fortune Magazine
Co-sponsor: BOCOM International
Supporting Unit: China Southern Fund Management,
Overseas Chinese Town (OCT) Holding
Special Support: Office of Financial Development Service,
Shenzhen，
Hong Kong Investment Funds Association
Software Support: www.aastocks.com
Media Support: www.p5w.net, Securities Market Herald，
www.sina.com, Securities Times
2. Date and Venue
Time: July 19, 2008 (Saturday) 8:30
am – 17:30 pm
Venue: Huaxia Hall, Wuzhou Guest House, 6001 Shennan
East Road, Shenzhen
3. Theme and Topics
Theme: Overseas Securities Investment
in Globalization
Topics: There will be four sessions in the Forum. Session
I: Opening ceremony and guest speech by policy makers
from government authorities. Session II: The strategies
and experience of overseas securities investment, in
which the global asset allocation and risk management
in an open and volatile environment will be discussed.
Session III: The operation module of overseas securities
investment, and to explore the specialized assignment
of the QDII operation. Session IV: Product design of
overseas investment: how to enhance the competitive
edge of QDII products.
4. Participants
The participants of the Forum
include top executives and specialists from domestic
mutual fund companies, securities firms, banks, financial
intermediates who intent to invest overseas; top executives
from overseas asset management firms, investment banks,
financial intermediates, etc; representatives from authorities
and financial media, etc. The total number of participants
is around 300.
5. Timetable
| July 19, 2008 (Saturday) |
| 8:00—8:30 |
Registration, Huaxia Hall, Tower B, Wuzhou Guest House |
| 8:30—9:40 |
Session I：Opening Ceremony and Authority Speech
Session Chair: Chen Hongqiao, Vice president,
Shenzhen Stock Exchange
|
| 8:30 |
Forum
begins. Guest introduction |
| 8:35 |
Welcome
speech by sponsor
Liu Hongru, Chairman of Capital Market Research
Institute, The First Chairman of CSRC
|
| 8:45 |
Welcome
speech by special supporting unit
Li Lin, Director, Office of Financial Development
Service, Shenzhen
|
| 8:55 |
Keynote
Speech: Development and Supervision of QDII
Speaker: Yang Qiumei, Deputy Director, Department
of Investment Funds Supervision, China Securities
Regulatory Commission
|
| 9:10 |
Keynote Speech by: Li Fuan,
Director, Supervisory Cooperation Department for
banking Innovation, China Banking Regulatory Commission |
| 9:25 |
Keynote
Speech: Clarifying the Duty of Stock Exchange
and Expanding the Investment Channel for QDII
Speaker: Song Liping, President, Shenzhen Stock
Exchange
|
| 9:40—10：00 |
Tea
Break |
| 10:00—12:15 |
Session II: The strategies
and experience of overseas securities investment
Session Chair: Tao Dong, Managing Director, Credit
Suisse Asia Pacific
|
| 10:00 |
Topic:
The benefits of investing globally
Speaker: Simon Webber, Global Investment Specialist,
Schroders Investment Management |
| 10:15 |
Topic:
Forging a path between inflationary energy shortages
& deflationary capital shortages
Speaker: Paul Schulte, Chief Investment Strategist,
Lehman Brothers (LBAL, HK)
|
| 10:30 |
Topic:
China Insights and Strategy：Assessing and Trading
the China Slowdown + Inflation Risks
Speaker: Frank Gong, MD & Head, China Research/Strategy,
JP Morgan
|
| 10:45 |
Topic:
Investing in Emerging Markets: Reaping the Fruits
of Globalization
Speaker :Felicia Morrow, CEO and Lead Portfolio
Manager, Emerging Markets Management
|
| 11:00 |
Topic:
Investing in international public markets: An
Asian perspective
Speaker : Gerard Lee, CEO, Fullerton Fund Management
|
| 11:15 |
Topic:
QDII experience in Taiwan
Speaker: Francis Tu, Chairman of Taiwan Securities
Investment Trust & Consulting Association
|
| 11:30—12:15 |
Panel
Discussion: the global asset allocation and risk
management in an open and volatile environment |
|
12:15—14:00 |
Reception
Lunch（Invitation Only） Moderator: Zheng Song,
Chief Editor, New Fortune Magazine |
| 14:00—15:30 |
Session
III: The operation module of overseas securities
investment
Session Chair: Wang Yixuan, Director-general,
Capital Market Research Institute; Chief researcher,
Shenzhen Stock Exchange Research Institute |
| 14:00 |
Topic:
The operation module of domestic mutual fund QDII
Speaker: Gao Liangyu, CEO , China Southern Fund
Management
|
| 14:15 |
Topic:
The Status and Role of Overseas Mainland Investment
Banks and Securities Firms in QDII's Investment
Abroad
Speaker: Tan Yueheng, CEO, BOCOM International
|
| 14:30—15:30 |
Panel Discussion |
| Topics:
1. How to choose the foreign investment
consults?
2. Whether to choose independent investment
or discretionary investment? How to deal
with the conflict of interests?
3. When establishing branches overseas,
how to balance the conflicts between independent
investment ability and management cost?
4. How to select external brokerages and
diversify trading orders?
|
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Guests:
Gao Liangyu, CEO , China Southern Fund Management;
Tan Yueheng, CEO, BOCOM International;
Wang Hongpin, , CEO ,China International
Fund Management;
Zhu Yong, General Manager of Asset Management
Department, CICC
Zhan Yuyin, Director, Foreign Investment
Department, National Council for Social
Security Fund;
Ma Xutian, Deputy Head of Global Market
Department, ICBC; |
|
15:30—15:45 |
Tea
Break |
| 15:45—17:15 |
Session
IV: Product design of overseas investment
Session Chair: Xue Changqing, Deputy Chief Editor,
New Fortune Magazine |
| 15:45 |
Topic: The design of mutual fund QDII and global investment
Speaker: Fan Yonghong, CEO, China Asset Management
|
| 16:00 |
Topic: QDII performance and industry chain in investment
banks: relationship and interactions
Speaker: Hu Zhanghong, CEO, CCB International
|
| 16:15—17:15 |
Panel Discussion |
| Topics：
1. How to introduce adaptive QDII products
according to investors’ needs?
2. How to differentiate from competitors
and create the core competitive advantage
of their products?
3. How does the design of QDII product respond
to the RMB appreciation?
4. What are the differences between the
QDII products from mutual funds, securities
firms, and banks?
|
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Guests:
Fan Yonghong, CEO, China Asset Management
Hu Zhanghong, CEO, CCB International
Guo Tehua, CEO, ICBC Credit Suisse Asset
Management
Wang Lixin, CEO, Yinhua Fund Management
Tang Weiqing, Deputy CEO ,China Merchants
Securities
Li Fengwu, Deputy CEO , Guosen Securities
Catherine Fok, Head of Personal Financial
Services, HSBC Bank (China)
|
|
17:15-17:25 |
Closing
Plenary Speaker: Chen Hongqiao, Vice president,
Shenzhen Stock Exchange |
| 18:00-19:30
|
Roundtable
& Reception Dinner（Invitation Only）: Communication
for Fund Companies across the Taiwan Straits |
|
