| SUMMIT AGENDA |
| Monday 09/02/2015 | |||
| 09:00 - 09:30 | REGISTRATION AND BREAKFAST | ||
| 09:30 - 10:15 | Operational insight: vendor management - who checks the checkers? [More Info] Heide Heiden-Blunt, managing director, head of Asia-Pacific, Aima Moderator: Brian Bigo, JP Morgan Shankar Iyer, chief executive officer, Viteos Brian Pohli, chief operating officer, CQS Hong Kiong | ||
| 10:15 - 11:00 | Expect the unexpected - business continuity planning [More Info] Craig Lindsay, senior partner, China Alpha Fund Management (HK) Limited Moderator: RG Manalac, Eze Software Group Brian Pohli, chief operating officer, CQS Hong Kiong Steve Bernstein, ceo, SinoPac Solutions and services | ||
| 11:00 - 11:30 | REFRESHMENT BREAK | ||
| 11:30 - 12:15 | How to keep your footing on shifting sands - the changing banking/prime brokerage environment and its impact on asset managers [More Info] Kam Bahra, chief operating officer, Double Haven Capital (Hong Kong) Ltd Stephen Casner, chief executive officer, Hazeltree John Oriogun, partner, Oriogun PLLC Moderator: Melvyn Ford, managing director, HSBC | ||
| 12:15 - 13:00 | Seizing the means of distribution: challenges (and opportunities) of promoting your fund at home and abroad [More Info] Yan-Yan Li, chief operating officer, SAIL Funds Oliver Stern, head of legal, Asia, MAN Group Moderator: Niall Fagan, director, head of business development Asia Pacific, Citco Bobby Johal, consultant, Cordium Anne-Marie Godfrey, partner, Akin Gump Strauss Hauer & Feld | ||
| 13:00 - 14:15 | LUNCH | ||
| 14:15 - 15:00 | Emerging threat: cyber-security and the technology focus of regulators [More Info] Moderator: Mark Wightman, partner, wealth & asset management, EY Chris Nash, chief operating officer, Senrigan Peide Yan, head of compliance, Ward Ferry Management Phillip Meyer, general counsel, Oasis | ||
| 15:00 - 15:30 | REFRESHMENTS | ||
| 15:30 - 16:15 | A. Corporate Governance [More Info] Jean-Marie Barreau, principal, Insite Capital Marc Towers, founder, Towers Fiduciary | ||
| 15:30 - 16:15 | B. Reporting pile-up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Shankar Iyer, chief executive officer, Viteos Michael Megaw, managing director, global head of regulatory solutions, SS&C GlobeOp | ||
| 15:30 - 16:15 | C. Structural shifts: 'Retailisation', liquid alternatives and 40 Act Structures [More Info] Alex Wise, head of client & product strategies, Onevue Ed Gouldstone, Hedge Fund Product Management, Linedata Anne-Marie Godfrey, partner, Akin Gump Strauss Hauer & Feld | ||
| 15:30 - 16:15 | D. Cost of prime brokerage and dealing with counterparty risk [More Info] John Oriogun, partner, Oriogun PLLC | ||
| 15:30 - 16:15 | E. ODD update and dealing with investment consultants [More Info] Neil Mackie, due diligence analyst, Albourne Partners | ||
| 15:30 - 16:15 | F. Transfer pricing for the Asian Hedge Fund Manager – what do operational leaders need to know? [More Info] Jonathan Thompson, partner, EY | ||
| 15:30 - 16:15 | G. Not so clear and present danger: dealing with wider security issues [More Info] Mark Wightman, partner, wealth & asset management, EY | ||
| 15:30 - 16:15 | H. Evolution of the hedge fund market in China [More Info] Jeff Li, Managing Director/Chairman, Citco Fund Services | ||
| 16:15 - 17:00 | A. Corporate Governance [More Info] Elaine Davis, chief operating officer, Nine Masts Capital Chuak Chan, chief executive officer, Ascalon Capital Managers | ||
| 16:15 - 17:00 | B. Reporting pile-up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Craig Lindsay, senior partner, China Alpha Fund Management (HK) Limited Shankar Iyer, chief executive officer, Viteos Michael Megaw, managing director, global head of regulatory solutions, SS&C GlobeOp | ||
| 16:15 - 17:00 | C. Structural shifts: 'Retailisation', liquid alternatives and 40 Act Structures [More Info] Ed Gouldstone, Hedge Fund Product Management, Linedata Alex Wise, head of client & product strategies, Onevue Anne-Marie Godfrey, partner, Akin Gump Strauss Hauer & Feld | ||
| 16:15 - 17:00 | D. Cost of prime brokerage and dealing with counterparty risk [More Info] John Oriogun, partner, Oriogun PLLC | ||
| 16:15 - 17:00 | E. ODD update and dealing with investment consultants [More Info] Marc Towers, founder, Towers Fiduciary | ||
| 16:15 - 17:00 | F. Transfer pricing for the Asian Hedge Fund Manager – what do operational leaders need to know? [More Info] Jonathan Thompson, partner, EY | ||
| 16:15 - 17:00 | G. Not so clear and present danger: dealing with wider security issues [More Info] Mark Wightman, partner, wealth & asset management, EY | ||
| 16:15 - 17:00 | H. Evolution of the hedge fund market in China [More Info] Jeff Li, Managing Director/Chairman, Citco Fund Services | ||
| 17:00 - 17:45 | A. Corporate Governance [More Info] Marc Towers, founder, Towers Fiduciary Phillip Meyer, general counsel, Oasis | ||
| 17:00 - 17:45 | B. Reporting pile-up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info] Michael Megaw, managing director, global head of regulatory solutions, SS&C GlobeOp Shankar Iyer, chief executive officer, Viteos | ||
| 17:00 - 17:45 | C. Structural shifts: 'Retailisation', liquid alternatives and 40 Act Structures [More Info] Ed Gouldstone, Hedge Fund Product Management, Linedata Anne-Marie Godfrey, partner, Akin Gump Strauss Hauer & Feld | ||
| 17:00 - 17:45 | D. Cost of prime brokerage and dealing with counterparty risk [More Info] John Oriogun, partner, Oriogun PLLC | ||
| 17:00 - 17:45 | E. ODD update and dealing with investment consultants [More Info] Neil Mackie, due diligence analyst, Albourne Partners | ||
| 17:00 - 17:45 | F. Transfer pricing for the Asian Hedge Fund Manager – what do operational leaders need to know? [More Info] Jonathan Thompson, partner, EY | ||
| 17:00 - 17:45 | G. Not so clear and present danger: dealing with wider security issues [More Info] Mark Wightman, partner, wealth & asset management, EY | ||
| 17:00 - 17:45 | H. Evolution of the hedge fund market in China [More Info] Jeff Li, Managing Director/Chairman, Citco Fund Services | ||
| 19:00 - 23:00 | DRINKS RECEPTION FOLLOWED BY DINNER | ||
| Tuesday 10/02/2015 | |||
| 09:00 - 09:30 | BREAKFAST AND CHECK-OUT | ||
| 09:30 - 10:15 | Operational insight: Change, challenge and growing opportunity [More Info] Lachlan Campbell, chief operating officer, , Income Partners Asset Management Annie Lai, partner and chief operating officer,, Ward Ferry Management Ed Gouldstone, Hedge Fund Product Management, Linedata Andrew Sit, chief operating officer, OTS Capital Management Nandini Sankar, managing director, Asia Pacific, SS&C GlobeOp | ||
| 10:15 - 11:00 | Game changer or minor step forward: Hong Kong/ Shanghai Connect progress report [More Info] Phil Tye, director, HFL Advisors Christopher Johnson, chief operating officer, Asiya Investments David Lau, group chief compliance officer, Springs Capital Craig Lindsay, senior partner, China Alpha Fund Management (HK) Limited Moderator: Michelle Lloyd, senior associate, Maples and Calder Hong Kong | ||
| 11:00 - 11:30 | REFRESHMENT BREAK | ||
| 11:30 - 12:15 | Investor insight: Fees, ODD focus and transparency [More Info] Neil Mackie, due diligence analyst, Albourne Partners Nicole D’Angelo, director, Citi Private Bank Investments Nick Mcdonald, managing director , Bridge Global Asset Management Phillip Meyer, general counsel, Oasis | ||
| 12:45 - 14:00 | FAREWELL LUNCH | ||
