Agenda

 
 
Tuesday, 8 May
› 10.15 Welcome and Introduction › more ‹
Tobias C. Pross, Head of Europe, Middle East and Africa
     
› 10.30 Why Asia’s continuing success should favor the risk-takers › more ‹
Neil Dwane, Global Strategist
     
› 10.55 Asia’s improving corporate governance – don’t ignore Japan! › more ‹
Raymond Chan, Chief Investment Officer, Equity Asia Pacific
     
› 11.15 Asian Bonds – Structural yield enhancement opportunities › more ‹
David Tan, Chief Investment Officer, Fixed Income Asia Pacific
Dianna Enlund, Head of Australia
     
› 11.45 Panel discussion: Asia Capital Markets – Risks and Opportunities › more ‹
Raymond Chan, Chief Investment Officer, Equity Asia Pacific
David Tan, Chief Investment Officer, Fixed Income Asia Pacific
Terence Law, Head of Research, Asia Pacific,
Stuart Winchester, Senior Portfolio Manager

Moderator: Neil Dwane, Global Strategist
     
› 12.30 Lunch
› 14.00 China’s 5 Year Plan – The long-term vision for China › more ‹
Anthony Wong, Portfolio Manager
     
› 14.20 Asia Corporate Interview › more ‹
Mr. Zhihui Yang, Chief Financial Officer, New Oriental Education & Technology Group

Moderator: William Russell, Global Head of Product Specialists Equity
     
› 15.00 Investing in Asia disruptively – How technology is unlocking growth potential › more ‹
Terence Law, Head of Research, Asia Pacific
     
› 15.30 Coffee break
› 16.00 The gradual institutionalization of China’s A-Share markets › more ‹
Shannon Zheng, Product Specialist
     
› 16.20 Panel discussion: Can China escape the equity boom & bust? › more ‹
Christina Chung, Head of China Equities,
Anthony Wong, Portfolio Manager,
Shannon Zheng, Product Specialist,
Raymond Chan, Chief Investment Officer, Equity Asia Pacific

Moderator: William Russell, Global Head of Product Specialists Equity
     
› 17.00 Mindfulness from Weightlessness › more ‹
Soyeon Yi (MBA/PH.D.), Biotechnologist and Astronaut

Moderator: Andreas Utermann, Chief Executive Officer and Global Chief Investment Officer
     
› 17.50 Conclusions and Summary › more ‹
Tobias C. Pross, Head of Europe, Middle East and Africa
     
› 18.00 Conference break
› 19.30 Traditional Chinese Dinner, China Club Berlin, Adlon Palais
 


Wednesday, 9 May
› 09.00 Welcome Day 2
     
› 09.15 China’s industrial revolution – Opportunities in Emerging Market small caps › more ‹
Kunal Ghosh, Head of Systematic Equities, Singapore
     
› 09.45 One Belt One Road – Marketing hype or investment reality? › more ‹
Dennis Lai, Senior Portfolio Manager
     
› 10.05 Infrastructure in India – How economic growth can be unlocked › more ‹
Siddharth Johri, Portfolio Manager
     
› 10.30 Coffee break
› 11.00 Panel discussion: The next stage of development for Asian markets › more ‹
Dennis Lai, Senior Portfolio Manager,
Siddharth Johri, Portfolio Manager,
Kunal Ghosh, Head of Systematic Equities, Singapore

Moderator: Shannon Zheng, Product Specialist
     
› 11.30 The View on Asia from Europe - Interview with Corporate Leaders › more ‹
Uwe Bögershausen, Chief Financial Officer, SLM Solutions,
Ronald Köhler, Head of Investor Relations, Covestro AG,
Sanna Kaje, Vice President Investor Relations, KONE

Moderator: Holger Wehner, Head of Equity Product Specialists Europe
     
› 12.30 Conclusion › more ‹
Tobias C. Pross, Head of Europe, Middle East and Africa
     
› 12.45 End of Conference and Business Lunch