| SUMMIT AGENDA |
| Monday 13/02/2017 | ||||||
 09:00 - 09:30 | Delegate registration and breakfast | |||||
| 09:30 - 10:15 | Addressing the ‘war on talent’: Creating a scalable business through smart recruitment & technology [More Info] Mr Brian Pohli, CEO, CQS (Hong Kong) Ltd Raymond Cheng, COO, IvyRock Asset Management (HK) Limited Lachlan Campbell, COO – Pine River China Fund, Pine River Capital Management (HK) Ltd Wouter Kalis, Managing Director, SS&C GlobeOp Elliott Shadforth, Partner, Wealth & Asset Management Assurance, EY | |||||
| 10:15 - 11:00 | Creating a franchise and preventing the escape of spin-off capital [More Info] Chuak Chan, Chief Executive Officer, Ascalon Capital Managers Ltd Simon Hopkins, CEO & Founder, Milltrust International Group Jeb Altonaga, COO, Pinyin Capital Management Steve Knabl, COO & Managing Partner, Swiss-Asia Asset Management (HK) Limited R.G. Manalac, Managing Director, Asia Pacific, Eze Software Group | |||||
| 11:00 - 11:30 | Refreshment break | |||||
| 11:30 - 12:15 | Getting the most from your service providers in an increasingly competitive world [More Info] Ted Low, Partner, GAO Capital Don Ebanks, Managing Director, DMS Governance Robert Humann, Director, Head of Hedge Fund Sales, APAC, SS&C Fund Services Asia Limited Chee Seng Chua, Partner, Arisaig Partners Chris Jenkins, Managing Director, TORA | |||||
| 12:15 - 13:00 | China’s private wealth space: An untapped source of capital [More Info] Craig Lindsay, Senior Partner, Alpha Fund Management Theodore Qi Shou, CIO, director, Skybound Capital Alvin Fan, CEO, OP Investment Management Nicholas McDonald, Principal, Kanvass Limited Marc Parrott, Counsel, Harneys | |||||
| 13:00 - 14:00 | Lunch | |||||
| 14:00 - 14:45 | ROUNDTABLE SESSIONS | |||||
| 14:00 - 14:45 | A. The growth of the platform model – how to make these new technologies work for you [More Info] Rory Baldini, APAC Sales Executive, Linedata Chris Jenkins, Managing Director, TORA | |||||
| 14:00 - 14:45 | B. Cyber security – predicting and eliminating internal dangers [More Info] Bob Griffin, Partner, Akin Gump Jim Nekos, CEO, Edge Technology Group Derek McGibney, Director, Cordium Asia | |||||
| 14:00 - 14:45 | C. Analyzing year one of the Professional Investor Regime’s adoption [More Info] Anne-Marie Godfrey, Investment Funds Partner, Akin Gump | |||||
| 14:00 - 14:45 | D. China update [More Info] Christine Lin, Partner, Wealth & Asset Management Assurance, EY | |||||
| 14:00 - 14:45 | E. Dealing with cross-border tax issues [More Info] Paul Ho, Partner, Financial Services Tax, EY | |||||
| 14:00 - 14:45 | F. CRS, Mifid II and more: A masterclass in global regulation [More Info] Michelle Lloyd, Associate, Maples and Calder Maria Gabriela Bianchini, CEO, Optionality Consulting | |||||
| 14:00 - 14:45 | ||||||
| 14:00 - 14:45 | G. Scaling up: Climbing toward the $1bn AUM mark [More Info] Jenny Galang, Albourne Partners Oscar Wan, COO, ArchiTech Capital Management Steve Au, Director of Institutional Sales, APAC, Backstop Solutions Group | |||||
| 14:00 - 14:45 | H. Focus on ODD – from DDQ to stress testing and beyond [More Info] Neil Mackie, Partner, ODD Analyst, Albourne Partners Monique Melis, Managing Director and Global Service Line Head of Regulatory Consulting, Duff and Phelps | |||||
| 14:45 - 15:30 | ROUNDTABLE SESSIONS | |||||
| 14:45 - 15:30 | A. The growth of the platform model – how to make these new technologies work for you [More Info] Rory Baldini, APAC Sales Executive, Linedata Michael Stockford, CEO & Founding Partner, Degroof Asset Management (HK) | |||||
| 14:45 - 15:30 | B. Cyber security – predicting and eliminating internal dangers [More Info] Bob Griffin, Partner, Akin Gump Jim Nekos, CEO, Edge Technology Group Derek McGibney, Director, Cordium Asia | |||||
| 14:45 - 15:30 | C. Analyzing year one of the Professional Investor Regime’s adoption [More Info] Anne-Marie Godfrey, Investment Funds Partner, Akin Gump | |||||
| 14:45 - 15:30 | D. China update [More Info] Christine Lin, Partner, Wealth & Asset Management Assurance, EY | |||||
| 14:45 - 15:30 | E. Dealing with cross-border tax issues [More Info] Paul Ho, Partner, Financial Services Tax, EY | |||||
| 14:45 - 15:30 | F. CRS, Mifid II and more: A masterclass in global regulation [More Info] Michelle Lloyd, Associate, Maples and Calder Maria Gabriela Bianchini, CEO, Optionality Consulting | |||||
| 14:45 - 15:30 | ||||||
| 14:45 - 15:30 | G. Scaling up: Climbing toward the $1bn AUM mark [More Info] Raymond Cheng, COO, IvyRock Asset Management (HK) Limited Jenny Galang, Albourne Partners Steve Au, Director of Institutional Sales, APAC, Backstop Solutions Group | |||||
| 14:45 - 15:30 | H. Focus on ODD – from DDQ to stress testing and beyond [More Info] Neil Mackie, Partner, ODD Analyst, Albourne Partners Phillip Meyer, General Counsel & COO, Oasis Management Monique Melis, Managing Director and Global Service Line Head of Regulatory Consulting, Duff and Phelps | |||||
| 15:30 - 15:45 | Refreshment break | |||||
| 15:45 - 16:30 | ROUNDTABLE SESSIONS | |||||
| 15:45 - 16:30 | A. The growth of the platform model – how to make these new technologies work for you [More Info] Rory Baldini, APAC Sales Executive, Linedata Michael Stockford, CEO & Founding Partner, Degroof Asset Management (HK) | |||||
| 15:45 - 16:30 | B. Cyber security – predicting and eliminating internal dangers [More Info] Bob Griffin, Partner, Akin Gump Jim Nekos, CEO, Edge Technology Group Derek McGibney, Director, Cordium Asia | |||||
| 15:45 - 16:30 | C. Analyzing year one of the Professional Investor Regime’s adoption [More Info] Anne-Marie Godfrey, Investment Funds Partner, Akin Gump | |||||
| 15:45 - 16:30 | D. China update [More Info] Christine Lin, Partner, Wealth & Asset Management Assurance, EY | |||||
| 15:45 - 16:30 | E. Dealing with cross-border tax issues [More Info] Paul Ho, Partner, Financial Services Tax, EY | |||||
| 15:45 - 16:30 | F. CRS, Mifid II and more: A masterclass in global regulation [More Info] Michelle Lloyd, Associate, Maples and Calder Maria Gabriela Bianchini, CEO, Optionality Consulting | |||||
| 15:45 - 16:30 | ||||||
| 15:45 - 16:30 | G. Scaling up: Climbing toward the $1bn AUM mark [More Info] Raymond Cheng, COO, IvyRock Asset Management (HK) Limited Steve Au, Director of Institutional Sales, APAC, Backstop Solutions Group | |||||
| 15:45 - 16:30 | H. Focus on ODD – from DDQ to stress testing and beyond [More Info] Phillip Meyer, General Counsel & COO, Oasis Management Adrian Pang, Director, Operational Due Diligence, Cambridge Associates Monique Melis, Managing Director and Global Service Line Head of Regulatory Consulting, Duff and Phelps | |||||
| 16:30 - 17:15 | ROUNDTABLE SESSIONS | |||||
| 16:30 - 17:15 | A. The growth of the platform model – how to make these new technologies work for you [More Info] Rory Baldini, APAC Sales Executive, Linedata Michael Stockford, CEO & Founding Partner, Degroof Asset Management (HK) | |||||
| 16:30 - 17:15 | B. Cyber security – predicting and eliminating internal dangers [More Info] Bob Griffin, Partner, Akin Gump Jim Nekos, CEO, Edge Technology Group Derek McGibney, Director, Cordium Asia | |||||
| 16:30 - 17:15 | C. Analyzing year one of the Professional Investor Regime’s adoption [More Info] Anne-Marie Godfrey, Investment Funds Partner, Akin Gump | |||||
| 16:30 - 17:15 | D. China update [More Info] Christine Lin, Partner, Wealth & Asset Management Assurance, EY | |||||
| 16:30 - 17:15 | E. Dealing with cross-border tax issues [More Info] Paul Ho, Partner, Financial Services Tax, EY | |||||
| 16:30 - 17:15 | F. CRS, Mifid II and more: A masterclass in global regulation [More Info] Michelle Lloyd, Associate, Maples and Calder Maria Gabriela Bianchini, CEO, Optionality Consulting | |||||
| 16:30 - 17:15 | G. Scaling up: Climbing toward the $1bn AUM mark [More Info] Steve Au, Director of Institutional Sales, APAC, Backstop Solutions Group | |||||
| 16:30 - 17:15 | ||||||
| 16:30 - 17:15 | H. Focus on ODD – from DDQ to stress testing and beyond [More Info] Adrian Pang, Director, Operational Due Diligence, Cambridge Associates Monique Melis, Managing Director and Global Service Line Head of Regulatory Consulting, Duff and Phelps | |||||
| 17:15 - 19:00 | Free time | |||||
| 19:00 | Drinks reception followed by dinner | |||||
| Tuesday 14/02/2017 | ||||||
| 09:00 - 09:30 | Breakfast and check-out | |||||
| 09:30 - 10:15 | Aligning your interests with the regulator: Assessing upcoming priorities [More Info] Phillip Meyer, General Counsel & COO, Oasis Management Elaine Davis, COO, Nine Masts Sally Wong, CEO, Hong Kong Investment Funds Association Derek McGibney, Director, Cordium Asia | |||||
| 10:15 - 11:00 | Real estate, human capital and shared services – discovering your greatest cost-cutting tools [More Info] Raymond Chan, COO, Redstar Auspicious Capital Charles Firth, COO, Rafiki Capital Management Ingo Wende, COO, Voltex Asia Capital Limited Phoebe Lam, Senior Manager - Investor Relations & Business Development, , VL Asset Management Limited | |||||
| 11:00 - 11:30 | Refreshment break | |||||
| 11:30 - 12:15 | Emerging market focus: Where is the next wave of hedge fund investment coming from? [More Info] Craig Lindsay, Senior Partner, Alpha Fund Management Marc Towers, Founder, Towers Fiduciary Kyle Shin, Founder and CIO, Gen2 Partners Misha Graboi, CEO, PAAMCO Asia | |||||
| 12:15 | Farewell lunch | |||||
