| Time |
Content |
| 9:30am |
Welcoming Remarks
Mr. Paul Pong, CFPCM
Chairman
Institute of Financial Planners of Hong Kong
|
| The Changing Landscape |
| 9:35am |
Keynote:
MPF and Financial Planning - A Look into the Future (English)
Mr. Darren McShane
Executive Director (Regulation & Policy)
Mandatory Provident Fund Schemes Authority
|
| 9:55am |
Keynote:
The Latest Regulatory Updates and its Impact to Financial Planners
Ms. Carol Hui
Acting Assistant Commissioner of Insurance
Office of the Commissioner of Insurance
|
| 10:15am |
National 12th Five-Year Plan:
Taking a Lead of Change in Financial Planning
Mr Samuel Yung, CFPCM, SBS, MH, JP
- Executive District Director
AIA Company (Bermuda) Limited
- Member of Chinese People's Political Consultative Conference – National Committee
- Ten Outstanding Young Persons Award of Hong Kong 1994
|
| 10:40am |
Networking Coffee Break |
Investment Planning Theme  |
| 11:00am |
Strategy 1:
China's Economic Outlook
Mr. Andy Ng
Fund Manager
Bosera Asset Management (International) Co., Limited |
| 11:25am |
Strategy 2:
Revisiting the Asset Allocation and Active Management Debates (English)
Mr. Sunny Ng, CFA
Director of Fund Research
Morningstar, Asia
|
| 11:45am |
Panel Discussion
Making a Wise Investment Choice - Value Investing or Benchmarking?
Moderator:
Mr. Steve Chiu, CFPCM
Managing Director
Bosera Asset Management (International) Co., Limited
|
| |
Panel Members
Mr. Franco Ngan, CFA
Chief Executive Officer
Zeal Asset Management Limited
|
| |
Mr. Chris Tse, CFPCM, CFA
Associate Director, Asia
FTSE Group
|
| 12:35am |
Lunch |
| Magic Bullets for Business Success |
| 2:00pm |
Bullet 1:
Navigating the Changing Regulatory Environment
Ms. Josephine Chung
Director
CompliancePlus Consulting Limited
|
| 2:30pm |
Bullet 2 : Panel Discussion
CEO Trailwalkers and Their Inspiring Stories
Moderator:
Mr. Kent Wong, CFPCM
Lecturer of CFPCM Certification Education Program
|
| |
Panel Members:
Dr. Ricky Szeto
Executive Director
Hung Fook Tong Holdings Limited
|
| |
Ms. Eleonore Chow
Chief Executive Officer
Dah Sing Life Assurance Company Limited
|
| |
Mr. Quincy Wong
Chairman
Convoy Financial Group
|
| 3:30pm |
Networking Coffee Break |
| 3.45pm |
Bullet 3:
Chinese and Comparative Law Briefing - Get Ready to Deal with Clients from Mainland China
Dr. Eric Tsang, PhD
- President of China Law Research Association
- Standing Committee Member of Guangdong Foreign Investment Law Society
|
Investment Planning Theme  |
| 4:15pm |
Panel Discussion
The 2012 Hong Kong Real Estate Forecast
Moderator:
Mr. Paul Pong, CFPCM
Chairman
Institute of Financial Planners of Hong Kong
|
| |
Panel Members:
Mr. Shih Wing Ching
Founder
Centaline Group
|
| |
Mr. Paul Louie
Managing Director
Regional Head of Property Research - Asia Ex-Japan
Nomura International (Hong Kong) Limited
|
| 5:00pm |
End |
* Please note that the programme is subject to change.
