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Apr.18th-19th 2019  Shanghai  China


Main Topics:

· New and Changes: The Development and Innovation of

 Wealth Management under the New Regulations

· Explore New Opportunities for Private Banking to 

Develop Their Family Trust Business

· The Future of Family Trust Business in China under the New Rules of Asset management

· After the "ceasefire" of the Trade War, where should

 Overseas Investment and Global M&A go?

· New Challenges to the Offshore Architecture of 

Family Offices in the Asia-pacific Region

· CRS+ FATCA, How HNWIs Deal with the "Naked Asset" Era

· The Challenges for the Development of Charitable Trusts
· Alternative Investment for HNWIs in China


Related  Conferences:



Confirmed Speakers
  • Eva Law Founder&Chairman
    Association of Family Offices In Asia
    Li Lin Managing Director
    CreditEase Wealth Management
    Julian Liu General Manager
    Yuanta Securities Investment Trust
    Li Na Director
    National Council for Social Security Fund (NSSF)
    Lu Chen CIO, Chief Economis
    Xuanhong Group
    Shiwei Fu Director of International Business Department
    Zhong Rong Fund Management
    Danny Sun General Manager of Derivatives Investment Center
    Ping An Fund
    Li Hui President
    Tianfu New Area Hedge Fund Society
    Jiang Shaokun Head of Quantitative and Multi Asset Strategies Group
    Pengyang Asset Management
    Ray Tam Managing Partner,Co-Founder
    Raffles Family Office
  • Xie Libo Director of Quantitative Investments
    CCB Capital
    Hu Antai Executive President and Secretary General
    Shandong FOF Association
    Derek Mok CIO
    Fubon Convoy Asset Management (HK)
    Kang Chaofeng Excutive Director of Family Trusts&Discretionary Accounts
    PingAn Trust
    Gui Zefa Vice President, Private Banking Centre
    Bank of Communications
    Jooyoung Yun Executive Director,Head of ETF Management Business Unit
    Mirae Asset Financial Group
    Shao Cheng Managing Director and Head of China Business
    Lighthouse Investment Partners
    Yuanyan Yi Deputy General Manager, Partner, Senior Strategist
    StarRock Investment
    Ken Hui Chief Operating Officer
    Fullgoal Asset Management (HK)
    Theresa Han Managing Director, Hedge Fund Strategies
    GCM Investments Hong Kong
  • Cheng Zhitian Chief Quantitative Investment Officer
    TruValue Asset Management
    Chen Yiping Deputy Director of Fixed-Income Investment
    HFT Investment
    William Xin Executive Partner
    SMPJ Capital International
    Dai Chengyan General Manager of Wealth Management Headquarters
    China Resources Szitic Trust
    Hugo Tseng Director
    UOB KH, Hong Kong
    Wang Haobo General Manager, Private Banking, Shanghai Branch
    China Merchants Bank
    Niu Rui General Manager of Family Office
    Huaneng Guicheng Trust
    Li Guangrong General Manager, Investment Director, Founder
    Shanghai Glory capital
    Qilong Zhang Executive Director Head of Quantitative Strategies
    CICC HK Asset Management
    Zhou Xin CEO
    XY Investments
  • Wang Hengnan Head of Quantitative Investment
    Nuode Asset Management
    Wu Zhenzhong Investment Director
    Galaxy Capital
    Richard. Lee General Manager/ Investment Director
    Regan Fund
    Zeng Jie Head of Dept. of Asset Management
    HwaBao Securities
    He Hua Founder and CEO/CIO
    Nine Martingale Investment Management
    Chen Qiao Deputy General Manager, Wealth Management
    Citic Trust
    Liu Jing General Manager of Wealth Management And Private Banking Centre
    Bank of Jiangsu
    Li Xianghui President of China
    Canyon Partners
    Mao Keji  Chairman
    J.Royal Asset
    Tariq Dennison Registered Investment Advisor
    GFM Asset Management
  • Su Qingyun Head of Indexing and Quantitative Investment, ETF Business Unit
    Huaan Fund
    Motor Chen Senior Manager of Global Market Investment
    Yuanta Securities Investment Trust
Agenda
Apr. 19th, 2019
Morning Afternoon
  • Morning Session
    0815
    Registration & Networking
    0900
    New and changes: The Development and Innovation of Wealth Management under the New Regulations
    0925
    Panel Discussion: CRS+ FATCA, How HNWIs Deal with the "Naked Asset" Era
    1005
    Explore New Opportunities for Private Banking to Develop Their Family Trust Business
    1025
    Coffee Break
    1050
    Economy Downturn will be a Golden Time for Insurance Wealth Management Innovation
    1115
    Panel Discussion: How to Maintenance and Appreciation of Assets Value through Asset Allocation during the Equity Markets Slumped
    1200
    Luncheon
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Contact us
Sponsorship cooperation Nick Li
+86-21-51601000 ext:819
nick.lee@finfoglobal.com
Business cooperation Amy Yang
+86-21-51601000 ext:812
amy.yang@finfoglobal.com
Media cooperation Kiki Song
+86-21-51601000 ext:805
kiki.song@finfoglobal.com
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