PROGRAM (Final)

Venue:The Ritz Carlton Beijing Financial Street (Ballroom, 2nd Floor)
Remarks:• This conference is supported by National Association of Financial Market Institutional Investors (NAFMII)• Expecting senior representatives from the Chinese and regional regulators and industry leaders• Closed to the media

08:30-08:45

Delegates Check-in

08:45-08:50

Welcome Remarks• Mark AUSTEN, CEO, ASIFMA

08:50-09:00

Keynote•YANG Nong, Deputy Secretary-General, National Association ofFinancial Market Institutional Investors (NAFMII)

09:00-10:00

Panel 1: Access Channels for Foreign Investors- QFII / RQFII, Direct CIBM, Bond Connect, Stock Connect, Others- Review of all the different programs- What are foreign investors looking for?
- What’s next and what more can be done to attract more foreign
investments?
• Tianhe JI, China Rates & FX Strategist, BNP Paribas• Shan ZHONG, Senior Manager, Product Development, China Europe
International Exchange AG (CEINEX)• Julien MARTIN, MD, Head of FIC Product Development, Hong Kong
Exchanges & Clearing Limited (HKEX)• Qi WANG, Founder and CEO, MegaTrust Investment (HK)• Whikie LIU, Head of Securities & FX Markets, China, SWIFT (Moderator)

10:00-10:30

Coffee Break10:30-11:30

Panel 2: China’s Fixed Income Market- CIBM, listed bonds, municipal debt, Panda bond
- Chinese repo markets- Derivatives and FX hedging- Investor protection and bankruptcy regime- Credit rating- Index inclusion• Patrick LEUNG, Director, Head of Fixed Income and FX Trading for APAC,BlackRock• Jing LUO, Deputy Director of Cross-Border Settlement Center, CCDC
Shanghai Headquarters• Zhanying LI, Director, Fixed Income Index, FTSE Russell• Carmen LING, MD, Head RMB Solutions, Corporate and InstitutionalBanking, Standard Chartered PLC• Jennifer JIANG, Head of FICC Product, Wind
• Eugene CHEUNG, MD and Head of China, Tradeweb (Moderator)

11:30-12:30

Panel 3: Asset Management In and Outside China- Opportunities for foreign asset managers in China- Opportunities for Chinese asset managers outside China- PFM WFOEs, QDLPs, FMCs
- MRF, UCITs• Winnie PUN, MD, APAC Head of Public Policy, BlackRock• Carter SHI, ED, E Fund Management (HK) Co., Ltd.
• Freddy WONG, Portfolio Manager, Fidelity International• Yin GE, Partner, Han Kun Law Offices• James SUN, CEO, Harvest Global Investments• Eugenie SHEN, MD - Head of Asset Management Group, ASIFMA(Moderator)

12:30-13:30

Lunch

13:30-14:15

Panel 4: Global Bond Markets: Accessing Primary and Secondary Fixed IncomeMarkets- Chinese Bond Issuance and Issuing Offshore: Accessing Primary Markets- Investing in Global Bond Markets- Trading, Clearing & Settlement and Regulatory Reporting• Esmond LEE, Advisor, Euroclear Group• Ivan CHUNG, Associate MD, Head, Greater China Credit Research andAnalysis, Moody’s Investors Service• Jonathan HU, ED, CEO, Pengyuan International• Kelly MCKENNEY, Director, Head of Distribution for Asia (ex-Japan),Tradeweb• Michael Decker, MD, Municipal Division, SIFMA• Benjamin LAMBERG, MD, Global Head of MTNs & Private Placements
and Head of Credit Asia, Crédit Agricole Corporate and Investment
Bank (Moderator)
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14:15-15:00

Panel 5: Offshore Equities Market- MSCI China A Share Inclusion - Expectations from foreign institutional
investors to further lift China’s emerging markets index weighting- How do Offshore markets work for equities investors and how might
China look to reform its markets in the years ahead as it connects withthe rest of the world?
- Alpha and Beta in the new world of normalised volatility- Securities Lending both as a risk hedging tool as well as for generatingalpha- Equities related opportunities in China for investors and for the realeconomy• Stephane LOISEAU, MD, Head of Cash Equities & Global Execution
Services, Asia Pacific, Société Générale
• Jason WELLS, Vice President and Head of Securities Finance Agency
Trading Asia-Pacific, State Street Bank & Trust• Lyndon CHAO, MD – Head of Equities, ASIFMA (Moderator)

15:00-15:30

Coffee Break

15:30-16:15

Panel 6: Belt Road Initiatives: Experiences from Global Infrastructure Projects- Role of supranational organizations- Role of capital markets• Giacomo GIANNETTO, Principal Financial Sector Specialist, AsianDevelopment Bank (ADB)• CG LAI, Head of Global Markets, Greater China, BNP Paribas• Nicolas MACKEL, CEO, Luxembourg for Finance• Tailei WAN, Head of International Cooperation Department, National
Association of Financial Market Institutional Investors (NAFMII)• Sherry MADERA, Special Adviser for Asia, City of London Corporation(Moderator)

16:15-17:00

Panel 7: Challenges of Establishing a Finance Business Offshore- Regulatory Environment- AML / KYC- MIFID II / Dodd Frank• Frank WU, China Office Chief Representative, General Manager,Director, Alternative Investment Management Association (AIMA)• Patrick PHUA, Office Managing Partner, Beijing, Ashurst• Jiaxing ZHOU, MD & Head of Legal, Department of Legal andCompliance, China International Capital Corporation (Hong Kong)
Limited• Manjesh VERMA, Head of Credit Sector Specialists for Asia, Citi
• James SUN, CEO, Harvest Global Investments• Vijay CHANDER, ED – Fixed Income, ASIFMA (Moderator)

17:00

Concluding Remarks

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Page 4 of 6议程
地点：中国北京金融街丽思卡尔顿酒店 (中国北京市西城区, 金城坊东街 1 号 100033)
备注：• 此会议得到中国银行间市场交易商协会(NAFMII)支持。
• 预期吸引中国及国际政策制定者、智囊团及行业专家。
• 不向媒体开放。
08:30-08:45

参会者到场

08:45-08:50

欢迎辞08:50-09:00

主题演讲

9:00 - 10:00

主题讨论 1：外国投资者准入渠道- 合格境外机构投资者(QFII)机制/人民币合格境外投资者(RQFII)机制；在中国银行间债券市场上直接投资；股票市场交易互联互通机制；其他渠道- 审查所有不同的机制- 外国投资者在寻求什么投资渠道？
- 未来有何新举措？还能做出哪些举措来吸引更多的外国投资？

10:00-10:30

茶歇

10:30-11:30

主题讨论 2：中国固定收益市场
- 中国银行间债券市场、上市债券、市政债券、熊猫债券- 中国回购市场
- 衍生产品和外汇对冲- 投资者保护和破产制度- 信用评级- 纳入指数

11:30-12:30

主题讨论 3：中国境内和境外资产管理公司- 国外资产管理公司在中国的发展机会- 中国资产管理公司在境外的发展机会- 外商独资私募证券投资基金管理公司(PFM WFOE), 合格境内有限合
伙公司(QDLP), 基金管理公司(FMC)- 内地与香港基金互认(MRF)，欧盟可转让证券集合投资计划(UCITS)

12:30-13:30

午餐
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13:30-14:15

主题讨论 4：全球债券市场：一级及二级固定收益市场准入
- 中国债券发行情况和境外发行：一级市场投资- 投资全球债券市场- 交易、清算和结算及监管报告14:15-15:00

主题讨论 5：境外股市- 中国 A 股纳入 MSCI 指数︰海外机构投资者对提升中国新兴市场指数成份的展望- 离岸市场如何为股票投资者带来机遇及中国将如何改革市场并与世界接轨﹖- Alpha 与 Beta 值在规范化波动新世代下的机遇- 证券借贷作为风险对冲工具及赚取 Alpha- 与中国股票相关投资为投资者与实体经济带来的机会

15:00-15:30

茶歇

15:30-16:15

主题讨论 6：一带一路倡议：全球基建项目经验- 国际组织的作用- 资本市场的作用

16:15-17:00

主题讨论 7：境外建立金融公司的挑战- 监管环境- 反洗钱/了解你的客户- 《金融工具市场指导 II》/《多德-弗兰克法案》

17:00

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