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敬启者 / Dear Sir/Madam,

投资洞见与委托主办的"洞见论坛系列"之"2018亚洲指数与量化投资洞见峰会"将于2018年10月18日假深圳星河丽思卡尔顿酒店举行。

Insights & Mandate now is hosting its Insights Conference Series—Asian Index & Quantitative Investments Insights Forum 2018 on October 18th 2018 at The Ritz-Carlton Shenzhen.


我们的讨论话题包括:

  • 指数投资产品在全球的运用现状及趋势预测
  • 机构投资人的资产配置兴趣点在哪里?
  • 如何为中国的长期资本度身定制量化策略?
  • 利用指数和量化策略进行可持续投资
  • 另类资产的优势与风险
  • 跨市场及互联互通机制下的指数投资机遇
  • 对指数基金由低收费到零收费的看法
  • 基金经理全球化发展的最佳实践


Topics for our discussion include:

  • Trends and Forecasts Globally and Locally in Use of Indexing Products
  • Where are the Appetites of Institutional Investors on Asset Allocation?
  • Tailor Made the Quantitative Strategies for China's Long-Term Capital
  • How to Do the Sustainable Investment with Index and Quantitative Strategies?
  • Benefits vs Risks of Alternative Asset Classes
  • Opportunities of Index Investment across Markets and those lie in the Stock Connect schemes
  • Views on Changing Landscape: from Low-Cost to Zero-Cost
  • Best Practice on Asset Manager's Globalization

    已确定的演讲嘉宾 / Confirmed Guest Speakers Include             

谢汝康
亚太区主管
纳斯达克指数

Chris Tse
Head of Asia Pacific

Nasdaq Indexes



Johnnie Yung

Head of Portfolio Strategies
State Street Global Advisors



刘宗圣
总裁,CEO
元大证券投资信托

Julian Liu
President & CEO 
Yuanta Securities Investment Trust Company Limited


Fred Yung

Chief Investment Officer
Raffles Family Office


甄嘉乐
执行董事,投资主管
建行证券

Nelson Yan
Executive Director 
CCB Securities




​​诸人进
高级副总裁,ETF主管
华夏基金(香港)有限公司

Frederick Chu

Senior Vive President, Head of ETF
China Asset Management (HK) Limited


柯江明

联席董事总经理,量化投资部

惠理基金管理有限公司


David Quah
Co-Managing Director, Quantitative Investments
Value Partners

曹扬慧

研究所副所长

南华期货股份有限公司


Carole Cao

Deputy Director, Futures Research  Institute 

Nan Hua Futures Co.,Ltd


吴帆
中国区总经理,首席代表
另类投资管理协会

Frank Wu
General Manager & Chief Respresentative, China Office
AIMA

汤勇军

金融系主任
香港大学


Dragon Tang
Area Head of Finance
The University of Hong Kong



陈鹏

亚太区(除日本)CEO

德明信基金管理有限公司


Peng Chen
CEO, Asia (ex Japan) Dimensional Fund Advisors

康朝锋
家族信托业务部执行总经理平安信托

Chaofeng Kang
Executive Director, Family Trusts & Discretionary Accounts
Ping An Trust



更多嘉宾正在确认中/More Guest Speakers are Coming


首席赞助/Lead Sponsor




联席赞助/Co Sponsor








支持机构/Supporting






        参会席位现正预订中! (免费席位只对合资格人士开放)       

想预订席位,请电邮至

iqsz2018@insightsandmandate.com

或扫描下列二维码并输入信息


联系人:郭小姐 :

联系电话:852 3929 8926

        Registration now open! (Free pass available for qualified delegate only)     

For seat booking, please email us:

iqsz2018@insightsandmandate.com

or scan the QR code and provide your info:

Contact person: Jenny Kwok

Tel: 852 3959 8926


www.insightsandmandate.com

Copyright @ 肇恩投资管理咨询(上海)有限公司2017