Annual Forum

Agenda

Time Agenda
08:30~09:00 Registration
09:00~09:10

Welcome Remarks  

Chi-Hsien Lee, Chairman (Taiwan Index Plus Corporation)
09:10~09:30 Opening Keynote：The Use of Index Investing to Invigorate the Market
Tien-Mu Huang, Vice Chairperson (Financial Supervisory Commission)
09:30~10:20
 1st Panel Discussion： Effective Development and Application of Index Investing Products

Moderator：

Shin-Chung Chen, President and CEO (Taiwan Index Plus Corporation)

Panelists：

  • Shih-Chuan Tsai, Senior Executive Vice President (Taiwan Futures Exchange)
  • Pony Bo-Li Huang, Senior Vice President (Taiwan Stock Exchange)
  • Andy Chang, President and CEO (Cathay Securities Investment Trust Corporation)
  • Jessie Chang, Head of Index and Quantitative Investment Business Dept. (Yuanta Funds)
10:20~10:50 Networking/Refreshment Break
10:50~11:10 1st Keynote Address： Indexing Investment under Stock Connect Program
Dr. Shi Xiaocheng, Co-Chairman (China Exchanges Services Company Limited)
11:10~12:00
 2nd Panel Discussion： Smart Beta 2.0 - Optimized Smart Beta Investing Strategy

Moderator：

Naikuan Huang, Senior Executive Vice President and CIO (Taiwan Stock Exchange)

Panelists：

  • Priscilla Luk, Head of Asia Pacific, Global Research & Design (S&P DJI)
  • Vincent Kwan, Director & General Manager(Hang Seng Indexes)
  • Chin Ping Chia, Managing Director and head of research (MSCI)
  • Eddie Pong, Director , Research & Analytics (FTSE Russell)
12:10~13:10 Luncheon / Networking 
13:10~13:30

Luncheon Keynote：Product Innovation Boosts Taiwan’s ETF Market

Chi-Hsien Lee, President/Chairman (Taiwan Stock Exchange/Taiwan Index Plus Corporation)
13:30~13:50

2nd Keynote Address： The Promising Outlook of Index Investing

Alex Huang, Executive Vice President (Yuanta Funds)
13:50~14:40
 3rd Panel Discussion： The Upward Trend of Socially Responsible Investment

Moderator：

Jennifer Wang, Chairman (National Cheng-Chi University Risk and Insurance Research Center)

Panelists：

  • Bing-Jing Huang, Deputy CEO (Taipei Exchange)
  • Chang Chan,  Associate Professor (National Taipei University)
  • Henry Lin, President (Fubon Asset Management)
  • Broken Tuan, Managing Director, Head of Asia Business (Rayliant Advisors)

 
14:40~15:00 Networking/Refreshment Break 
15:00~15:20

3rd Keynote Address： Taiwan's ETF and Its Global Asset Allocation Strategies

Patrick Liao, Director, Head of Quantitative Index Investment Department (Fubon Asset Management)
15:20~16:10
 4th Panel Discussion：Pension Funds - The Role of Passive Investment
​​​​Moderator：

Mr. Michael Lin

Panelists：

  • Li-Ju Liu, Deputy Director General (Bureau of Labor Funds)
  • Bond Yang, Senior Vice President & CIO (NanShan Life Insurance Co.)
  • Paul Hu, Senior Vice President, Discretionary account Dep.(Fubon Asset Management)
  • Alan Lin, Senior Associate (Yuanta Funds)
16:10 Closing Remarks