Funds Forum China 2008 | Seizing the QDII business opportunities to win the competition in global investment market

Day One / 18th September 2008		Day Two / 19th September 2008
0830 0850 0900 0930 1000 1030 1100 1130 1230 1400 1430 1500 1530 1630 1700 1745	Registration Opening address from the Chairman SESSION ONE / GOVERNMENT POLICY Speeding up the innovation of China funds industry to establish a mature and civilized market mechanism -- Keeping up the stable development of China funds industry and enhancing its competitive capability -- Adjusting the schedule of new funds launching -- Propelling the funds product innovation with steady steps -- Shaping funds management companies into multi-polar developing pattern -- Intensifying the market supervision efficiency -- Taking preventive measures against market risks SESSION TWO / INVESTMENT FUNDS LAW Gaining the critical insights into the Funds Law amendment -- Loosening-up the equity structure limitation of funds management companies -- Broadening business scope of fund management companies and avoiding profits model homogeneity -- Enlarging funds investment range to push business and product innovation forward -- Further protecting investors' benefit to consolidate the funds industry foundation "One-to-One" Meeting (Tea Break) This session will be pre-arranged and highly targeted to your needs, it shortens your time in searching for the right partners or potential clients, as you will be meeting with your intended organizations which you want to do business with. JF Pearson will provide senior event consultants to serve your need in terms of language translation and facilitation to meet your intended business partners. SESSION THREE / INDUSTRY OUTLOOK Evaluating China capital industry from global perspective -- Macro picture of global capital market across USA, Europe and Asia -- Assessing economic environment of China capital market -- Identifying the trends of stock, bond, funds and financial derivatives -- marketsAnalyzing the global financial market fluctuations and its impact on China funds market -- Exploring China's unique developing approach in terms of world economic globalization -- Identifying the challenges facing China funds industry SESSION FOUR / US SUB-PRIME Exploring global investment opportunities in America's Sub-prime crisis -- Status quo of America economy -- Forecasting the international capital liquidity in short-term and long-term -- Deeply exploring opportunities while the assets are significantly undervalued -- Balancing portfolios in stock and bond market -- Sub-dividing diverse risk module and setting up specific risk-resisting strategy SESSION FIVE / PANEL DISCUSSION --- CHALLENGES ON CHINA FUNDS INDUSTRY Pinpointing the challenges on the course of developing China funds industry -- What measures should be adopted when risks and pressure are coming from both domestic and overseas market -- How to minimize the business homogeneity of institutional investors? -- How do funds management companies offer multi-services? -- Finding the effective approach of achieving talent retention Luncheon QDII Session 1 SESSION SIX / QDII REGULATIONS Regulatory perspective: Understanding the future proceeding of QDII in China -- Steadily advancing QDII business development -- Controlling over domestic capital outflows to balance the international payments -- Understanding the effects of floating interest rate on QDII -- Addressing the growth potential of QDII quota and the speed of issuing QDII funds -- Government opinions of QDII products innovation SESSION SEVEN / QDII GLOBAL ASSET ALLOCATION Rationalizing QDII global asset allocation to maximize the Return On Investment (ROI) -- Examining the geopolitics and geographic location element -- Decreasing systematic risks through balancing developed and emerged market proportion -- Identifying the potential industries and sectors for investment -- Discovering the latest asset allocation strategies "One-to-One" Meeting (Tea Break) This session will be pre-arranged and highly targeted to your needs, it shortens your time in searching for the right partners or potential clients, as you will be meeting with your intended organizations which you want to do business with. JF Pearson will provide senior event consultants to serve your need in terms of language translation and facilitation to meet your intended business partners. SESSION EIGHT / PANEL DISCUSSION --- QDII INVESTMENT CONCEPT In-depth discussing the QDII investment concept – Dialogue between foreign and local fund managers -- Balancing the value investment, growth investment and its combination -- Briefly introducing an array of overseas innovative funds and determining the products you should incorporate into your portfolio -- Best practices of overseas investment experience SESSION NINE / QDII GLOBAL EMERGING MARKET Analyzing global emerging market to achieve multi-portfolio effectiveness -- Estimating developed market effects on emerging market. -- Views on "Decoupling" phenomenon and its resistance to developed market's economy plumbing -- Judging the possibility whether "BRICs" will continue to be the spotlight -- Changes and movements on emerging market predominantly Asia, Latin America, Middle East and Africa -- Defining the frontier market and analyzing the investment trends on it -- Structuring effective multi-portfolio base on estimating diversified market risks SESSION TEN / PANEL DISCUSSION --- RISK AVERSION Risk Assessment, Risk Budgeting and Risk Management under the global volatile market atmosphere (Considering different sort of risks, more questions and opinions are to be anticipated and canvassed by all audiences) -- How to evaluate and judge the risk level? -- What should be involved in a total risk budgeting process -- Considering three core technologies of budgeting process and their applications -- How to structure a risk management framework -- Discussing the strategies should be taken in risk management Closing remarks from Chairman and end of Day One	0830 0850 0900 0930 1000 1030 1100 1140 1230 1400 1430 1500 1530 1600 1630 1730	Registration Opening address from the Chairman QDII Session II SESSION ONE / QDII PAST REVIEW AND PROSPECT Reviewing previous performances of QDII investment and speculating a future prospect -- Overview of existing QDII funds' performance -- Voice from market frontier: Recognition and demand of retail investors -- Identifying the products in favor: Stock funds, bond funds or hybrid funds? -- Optimizing the cooperation with overseas partner to design cutting-edge products by integrating resources -- Forecasting QDII market trends and statements of its anticipated prospect SESSION TWO / QDII BUSINESS OPERATION Gaining the competitive advantage through optimum QDII business operation -- Describing the challenges before and after launching QDII funds -- Addressing the differentials of managing funds in domestic and foreign market -- Allocating proper funds managers: domestic team or overseas manager -- Creating different products' structures targeting at diversified buyers -- Planning the QDII business in short-term, mid-term and long-term SESSION THREE / QDII DISTRIBUTION CHANNEL Exploiting diversified approach to broaden QDII distribution channel -- Evaluating existing product distribution channels and their limitation -- Exploiting the possibility of insurance companies and securities consulting institutions to be a main distribution stream -- Evaluating the influence of distribution business opening-up to foreign banks -- Tying up retail investors with QDII products in HK: commercial banks or securities companies "One-to-One" Meeting (Tea Break) This session will be pre-arranged and highly targeted to your needs, it shortens your time in searching for the right partners or potential clients, as you will be meeting with your intended organizations which you want to do business with. JF Pearson will provide senior event consultants to serve your need in terms of language translation and facilitation to meet your intended business partners. SESSION FOUR / ALTERNATIVE INVESTMENT IN QDII PORTFOLIO Taking advantage of Alternative Investment to optimize multi- portfolio investment -- Trends in portfolio management and the role of alternative investment -- Analyzing advantages of Private Equity Fund, Hedge Fund, Real Estate Investment Trusts (REITs), infrastructure assets etc -- Assessing the appropriate proportion of Alternative nvestment in your portfolio -- Sharing the market risks via implementing hybrid strategy -- Incorporating Alternative Investment into your portfolio in order to maximize returns in short and long term SESSION FIVE / PANEL DISCUSSION --- MIDDLE AND BACK OFFICE OPERATION AND IT OPERATION Optimizing your middle and back office and IT operation by the illustration of overseas experience Middle And Back Office Operation -- Summarizing the difficulties and challenges for different institutions in current operation process -- Identifying different operation model of middle and back office between domestic and overseas institutions and finding out the optimum approach -- New challenges on back office operation after index future launching IT Department Operation -- How to adopt outsourcing to lower costs while increasing the business flexibility -- How to balance the system assurance and system innovation -- Learning from the hands-on experience of IT construction and planning from matured mareket -- Voice from buyers: what's their innovative demand and the criteria of selecting appropriate system Luncheon SESSION SIX / PENSION FUNDS Addressing the development plan of pension funds in China -- Establishing an efficient management system to operate China's pension fund -- Analyzing pension funds administration and investing management problems -- Researching on the value-maintained and value-added strategy of pension funds -- Learning best practices and key ingredients for a successful pension scheme in China SESSION SEVEN / CASE STUDY Establishing a joint venture through strategic cooperation between local and foreign institutions -- Taping into the organic growth of China's funds industry -- Distinguishing the differences between investing in domestic and overseas market -- Identifying the essential conditions and blind spots of choosing suitable domestic partners -- Maintaining excellent relationship with strategic partners to achieve critical strategic objectives -- Developing the advantages of a joint venture to structure a differentiating business model "One-to-One" Meeting (Tea Break) This session will be pre-arranged and highly targeted to your needs, it shortens your time in searching for the right partners or potential clients, as you will be meeting with your intended organizations which you want to do business with. JF Pearson will provide senior event consultants to serve your need in terms of language translation and facilitation to meet your intended business partners. SESSION EIGHT / HEDGE FUND Looking into the development of hedge fund in China -- Probing into China market from overseas hedge fund's prospective -- Drawing the hedge fund landscape in HK and China mainland -- The challenges for hedge fund companies to develop a successful business in China's legislative framework -- Capitalizing the existing benefits of China to formulate long-term lobal strategy SESSION NINE / ETF FUNDS Picturing the future of ETF Funds in China after the birth of stock index future -- Weighing the benefits of ETF funds in sharing market volatility -- Benchmarking ETF funds performance worldwide -- Uncovering China's market potential for ETF growth -- Assuming the future development and evolving trends of ETF funds SESSION TEN / PANEL DISCUSSION --- MANAGED ACCOUNTS Advancing the structural product design and market operation of managed accounts -- Establishing an effective and well-structured investor qualification system -- Sub-dividing clients group base on investment and risk toleration capacity -- Tailor-making personalized products according to detailed demand from clients -- Setting up multi-portfolio strategies and hedging risks by multi-type investment -- Avoiding clients-crossing and benefit tunneling problems Closing remark from the Chair and the end of the conference