ON-DEMAND WEBINAR

Hong Kong Investment Management 2020:
A Dynamic and Competitive World





NOW AVAILABLE ON-DEMAND

A webinar focusing on the future of asset management and sustainable-driven investments. Hear what our Refinitiv Lipper Fund Awards 2020 Hong Kong Group Awards winners have to say. 

The fund management industry has continued to grow over the last 10 years, but shocks to the system, including the impact of COVID-19 are bringing challenges. As we slip into an era of low interest rates where risk-free assets are expected to deliver lower returns, the cost of investing is more important than ever. So where are the opportunities? 

Due to lower expenses, passive management is seeing strong traction and is accessible to all types of investors. Sustainability is increasingly becoming a strategic and mainstream investment process for the community. Technology is being leveraged to transform the investor experience, with AI and machine learning elevating investment decision making.  

Join us on this webinar to discuss key issues including:

  • The impact of COVID-19 on the fund management industry in Hong Kong
  • Using Funds as a tool for Retirement and Pension planning
  • ETFs, passive investments and MPF fund trends in Hong Kong
  • International Funds: An opportunity for diversification?
  • The challenges of integrating ESG factors into the mainstream investment decision making process
  • Are Sustainability Ratings of investment funds the right indicators for adherence to stated ESG objectives?
  • Role of Data & Technology in Investment Management
ON-DEMAND WEBINAR DETAILS
Duration:  60 minutes
Format:  On-demand webinar recording (complete the form on the right to receive the webinar link)

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Speakers
David Wong

Senior Investment Strategist and Head—Asia Business Development, Equities, AllianceBernstein

David Wong joined AB in March 2015, bringing two decades of experience in global equity markets to the firm. Prior to joining AB, Wong was a partner at Janchor Partners, a Hong Kong–based long/short equity hedge fund with US$2 billion in assets under management (AUM). Before that, he had set up the Hong Kong office for GMT Capital, an Atlanta-based long/short equity hedge fund with $5 billion in AUM, where he served as portfolio manager and head of Asian investments. Over Wong’s eight years at the two hedge funds, he was responsible for global investments in technology stocks, and also served as a generalist portfolio manager for the Asia-Pacific region, including Japan. He was also the founder and managing director of Mobile Adventures, a pan-Asian wireless content company. Wong started his career as an equity research analyst at Bankers Trust and Deutsche Bank; at Deutsche, he managed a team of five associates as the firm’s regional semiconductor analyst. He holds a BA in political science from Yale University.
Pooja Daftary

Research Analyst, MFS Investment Management® (MFS®)

Pooja's primary role involves working with the firm’s analysts and portfolio managers to integrate environmental, social and governance (ESG) issues into the investment decision‐making process. She is also responsible for developing thought leadership regarding the role that ESG integration plays in a long‐term investment process.


Pooja joined MFS in 2009 as an investment research associate. In 2012, she left the firm to complete her Master of Business Administration degree before returning in 2014 as a global equity research analyst. She served in that role until 2018, when she assumed her current position.


Pooja earned a Bachelor of Arts degree, magna cum laude, from Mount Holyoke College and a Master of Business Administration degree from Harvard Business School.
Thomas Poullaouec

Head of Multi-Asset Solutions APAC, T. Rowe Price

Thomas Poullaouec is the head of Multi-Asset Solutions, Asia Pacific, in the Multi-Asset Division of T. Rowe Price. Thomas and his team engage clients and prospects in the Asia-Pacific region in consultative discussions to identify how T. Rowe Price can best meet their investment needs and objectives through the firm's broad equity, fixed income and asset allocation investment capabilities.

Prior to joining T. Rowe Price in 2017, he was most recently managing director and regional head for strategy and research within the Investment Solutions Group for State Street Global Advisors in Hong Kong. Prior roles at State Street Global Advisors included regional head of portfolio strategists in Asia, with a primary focus on multi-asset and currency strategies. Earlier in his career, Thomas was a product specialist for asset allocation at BNP Paribas Investment Partners in Paris and Hong Kong.

Thomas earned his diploma of actuary from the University of Western Brittany at the Euro Institute of Actuarial Studies and is a fellow of the French Institute of Actuaries.
Deepak Khurana

Performance Director, Fund Ratings and Distribution, Asia Pacific, Refinitiv

Deepak is the Performance Director for Fund Ratings and Distribution for Asia Pacific region at Refinitiv. He has been associated with Refinitiv for more than 3 Years.

Prior to his assignment with Refinitiv, Deepak led the sales function at Morningstar for India region, worked with Mirae Asset as Head of Banking Channel and managed the business development for CRISIL FundServices, a S&P group company.

In nutshell, Deepak has been associated with leading investment research, asset management and information services firms for over 19 years.
Xav Feng

Director, Lipper Asia Pacific Research, Refinitiv

Xav Feng oversees research in the Asia region as Refinitiv Lipper Asia Pacific Research Head. He has substantial fund industry experience across Asia countries. He supports Singapore national pension scheme of Central Provident Fund (CPF) project and Malaysia Employees' Provident Fund Lipper ratings consulting. He also does in-depth research of Hong Kong Mandatory Provident Fund Schemes (MPF) and Taiwan Labor pension systems. He covers Greater China region since 2007 and initiated China QFII & QDII fund research, China risk classification rating research and Asia alternative investments. He’s the media spokesman in Asia region and having been interviewed on research and investment management topics by cross region leading TV, broadcast channels and newspaper publications.

Xav has a multiple background. He is a law graduate from the Taiwan National Taipei University and has a MBA degree in Risk Management and Insurance from Taiwan National Chengchi University. He also holds securities, futures/derivatives specialist and property insurance broker licenses in Taiwan.

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