If you are unable to see the message below, click here !

Please ignore this email if you have already registered.


敬启者 / Dear Sir/Madam,
Insights & Mandate now is hosting its Insights Conference Series — Asian Quantative & Indexed Investment Insights Forum 2022 on November 7 at JW Marriott Hong Kong.


  • 全球经济前景:增长、通胀与ESG
  • 资产所有者对贝塔解决方案及相关投资趋势的看法
  • 从主题化角度看后疫情时代的有效贝塔解决方案
  • 聪明贝塔与主动量化管理的异同
  • 机构投资者如何使用聪明贝塔和主动ETF
  • 大湾区财富管理趋势
  • 如何建立一个成功的亚洲股票量化模型
  • 未来三年推动贝塔解决方案及资产管理行业发展的趋势

Topics for our discussion include:

  • Global Economic Prospects: Growth, Inflation and ESG
  • Asset Owners' View on Beta Solutions and Investment Trend
  • Efficient Beta Solutions for Post-Covid Era: from a Thematic Perspective 
  • Smart Beta Vs. Active Quant Management: Difference and Similarity
  • How Do Institutional Investors Use Smart Beta and Active ETFs
  • Trends of Wealth Management in Greater Bay Area
  • Key Points on Building a Scuccessful Quant Model in Asia
  • Trends That Will Drive Beta Solutions and Asset Management Industry in 2023 and beyond

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

Dr Au King-lun, MH

Executive Director, Board Member, 

Financial Services Development Council

David Quah

Managing Director, External Asset Management,

Futec Financial Group

Hanzhi Ding

BIL Wealth Management Limited

Justin Sun

Managing Director, Investor Relations,
Ubiquant Asset Management Co.,Ltd

Priscilla Luk

Managing Director, Head of Global Research & Design, Asia Pacific, 
S&P Dow Jones Indices

Aleksey Mironenko


Globla Head of Investment Solutions, 

Leo Wealth

Benjamin Dunn

Head of Quantitative Strategies, 

Eastspring Investments

Dennis Fok

Head of Fixed Income Portfolio Management,
Mirae Asset Global Investments (HK) Limited

Helen Leung

FundWatch Solutions Leader, Asia,

Martin Graham

Managing Director, Risk & Quantitative Analysis, Global Public Policy Group,

Simon Tang

Executive Director & Head of Greater China Consultant, 


Head of Greater China Institutional Business Development,

Mirae Asset Global Investments (HK) Limited

Chris Hughes

Portfolio Manager, Quantitative Strategies,
Eastspring Investments

Grace Chiu

Managing Director, APAC,

Nelson Yan

Deputy Head of Private Bank, 
Industrial Bank Hong Kong Branch

Sunny Jiang

Portfolio Manager, Asset Management,
Haitong International Securities Group Limited

Gordon Tsui, CFA

Managing Director, 

Head of Fixed Income,

Ping An of China Asset Management (HK) Limited

Taie Wang

Chief Sustainable & Emerging Business Officer, Hang Seng Indexes Company

Janet Li, CFA, MAoF

Partner and Wealth Business Leader, Asia,


Mingchun Sun

Chief Economist,

Haitong International Securities Group Limited

Shirley Leung
Executive General Manager, Wealth Management, Personal & Business Banking Group,

China CITIC Bank International Limited

John McCareins, CAIA, CIMA

Head of Asset Management, Asia Pacific,

Northern Trust Asset Management

Rupeng Chen, CFA
Director, Client Portfolio Manager -- Quant Strategies, 


Steven H. Lee
Director, Head of Japan and Korea, Business Development and Investor Relations,

Mingshi Investment Management

Max Lan
Head of ETF Investment,

China Asset Management (HK) Limited

Shengzu Wang

Managing Director,

Global Head of Asset Management,

Haitong International Securities Group Limited

        首席赞助 Lead Sponsor    

        联席赞助 Co-Sponsor    


        联合主办 Co-Host    


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



联系人:郭小姐 :

联系电话:852 3166 0460

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

For seat booking, please email us:


Contact person: Jenny Kwok

Tel: 852 3166 0460



Copyright @ 肇恩投资管理咨询(上海)有限公司2022