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SSGA is following a measured and targeted strategy for developing its exchange-traded fund (ETF) business in ...

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Passive trumps active investment strategies

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Testimonials

Asia's premier ETF event of the year

Over the past few years, exchange-traded funds (ETFs) have grown in size to reach over US$2 trillion in total assets, a reflection of its acceptance as an investment option and as part of a broader asset allocation strategy. ETFs' cost efficiency, transparency and tradability add to their attraction, drawing both institutional and retail investors. In the Asia-Pacific region, ETFs are gaining ground as more providers launch new products and investors begin to learn the merits of investing in them. At the rate it's growing, the Asian ETF market may soon overtake Europe. How can Asian investors fully embrace this simple yet complex product? How are the industry players positioning their ETF offering to build market share? How are regulators and exchanges viewing ETF's development? What are the recent trends driving the growth of the Asian ETF market?

The Asset Events proudly presents the ETF Asia Summit 2015, a one-day strategic event, which aims to bring together policymakers and leaders in the ETF market including fund houses, index providers, authorized participants, market makers, banks, exchanges and technology platforms in a full-day, high-level discussion of the key issues, challenges and opportunities in the Asian ETF market.

Don't miss your chance to be part of the year's most exciting event.

Testimonials

I enjoyed the roundtable session very much. A great opportunity to meet your colleagues and other treasurers.

Francis Ho,

Director – Group Treasury,

CLP Holdings Ltd.
Panellists were frank and open - independent views.

Wee Ai Leen,

Senior Treasury Manager,

Guocoland Ltd.
Asian bond markets deserve greater attention by global investors. The Asian Bond Summit is the right forum to promote this asset class.

Olaf Stier,

Head of Treasury,

Commerzbank AG
Panellists were frank and open - independent views.

Wee Ai Leen,

Senior Treasury Manager,

Guocoland Ltd.

Lead Sponsor

Gold Sponsors

Silver Sponsors

Cocktail Sponsors

Co-Sponsors

Supporting Partners

Financial Planning Association of Taiwan

Agenda

08.00

Registration

08.30

Opening remarks

08.40

Morning keynote address

09.00

Panel: Connecting ETF players in Asia

09.40

Panel: Winning investor confidence

10.20

In conversation: Of alternatives and diversification

10.40

Networking and coffee

11.10

In focus: Uncovering real liquidity

11.40

In focus: The distribution challenge

12.20

Panel: The smart beta debate

13.00

Luncheon

14.00

Afternoon keynote address

14.30

Panel: Choosing the right ETF for your portfolio

15.00

Networking and coffee

15.30

ETF Dialogues

16.30

End of Summit and cocktails

Keynote Speakers:

Dr. Tien-Mu Huang

Vice Chairperson

Financial Supervisory Commission, Taiwan

Feng-Ching Tsay

Vice Chairman

Public Service Pension Fund Taiwan

Michael Lin

President

Taiwan Stock Exchange

Allan Lane

Managing Partner

Twenty20 Investments

via live link from London

James Polisson

Chief Marketing Officer

Source

via live link from London

Speakers:

Shahrul Amry Abdul Malek

Executive VP, Market Devel., Securities Market

Bursa Malaysia

John Huang

Chief Executive, Private Banking

Cathay United Bank

Sophia Kim

Head of Passive AM, Global Client Group, North Asia

Deutsche Asset & Wealth Management

Frédéric Ducoulombier

Founding Director

EDHEC Risk Institute-Asia

Darren Hsu

Associate Vice President

FuhHwa Securities Investment Trust

Sally Kwok

SVP Market Infrastructure & Products, Cash Trading Global Markets Division

Hong Kong Exchange

Christine Lam

Director, Regional Institutional Services

iFAST Financial Pte Ltd

Christine Huang

Director, Head of ETF Business, Greater China

Invesco

Koei Imai

Head of ETF Center, Product Development Division & Group Manager, ETF Promotion Group

Nikko Asset Management

Jessica Law

Managing Director, Hong Kong

Saxo Capital Markets

Jenny Chiam

Senior Vice President & Head of Securities

Singapore Exchange

Ray Chan

Vice President & Head of Business Dev., Asia ex-Japan

State Street Global Advisors

Dr. Shih-Chuan Tsai

Senior Executive Vice President

Taiwan Futures Exchange

Dr. Naikuan Huang

Senior Executive Vice President

Taiwan Stock Exchange

Stephen Tong

Investment Consultant

Towers Watson

Julian Tsung Sheng Liu

President & Chief Executive Officer

Yuanta Funds

Timothy H. Lin

Senior Vice President

Yuanta Securities Co.

Alex Huang

Head of Index & Quantitative Investment Business

Yuanta Funds

Moderators:

Daniel Yu

Editor-in-Chief

The Asset

Bayani Cruz

Executive Editor

The Asset

Piotr Zembrowski

Editorial Analyst

The Asset

Baron Laudermilk

Corporate Finance Correspondent

The Asset

If you have an experience you'd like to share, please contact our production team.

Anusha Kaviliga

Conference Producer, The Asset Events

[email protected]

Telephone +852 2165 1633

If you offer services or solutions in this space and would like to showcase your expertise, please contact our Sponsorship team.

Kelvin Andrews

Business Development Director, The Asset Events

[email protected]

Telephone +852 2165 1619

Who should attend

From Institutional Investors (SWF, Pension Funds, Insurance), Commercial/Retail Banks, Private Banks, Family Office and Asset Managers (excluding ETF Providers)

Chief Investment Officers
Head of Investment Management
Head of Portfolio Analysis
Head of Asset Allocation
Head of Fund Selection
Head of Product Distribution

From ETF Providers, Stock Exchange and Index Providers

Head of ETF / ETF Sales
Head of Fund Distribution
Head of Business Development
Head of Institutional Sales

From Investment Banks

Head of Equity / Equity Derivatives Sales / Trading
Head of Fixed Income / FI Derivatives Sales / Trading
Head of Commodity / Commodity Derivatives Sales / Trading

Testimonials

I enjoyed the roundtable session very much. A great opportunity to meet your colleagues and other treasurers.

Francis Ho,

Director – Group Treasury,

CLP Holdings Ltd.
Panellists were frank and open - independent views.

Wee Ai Leen,

Senior Treasury Manager,

Guocoland Ltd.
Asian bond markets deserve greater attention by global investors. The Asian Bond Summit is the right forum to promote this asset class.

Olaf Stier,

Head of Treasury,

Commerzbank AG
Panellists were frank and open - independent views.

Wee Ai Leen,

Senior Treasury Manager,

Guocoland Ltd.

The Asset events are the perfect size to offer the best of both worlds to our delegates, our conferences are highly interactive and each offers a unique forum where both speakers and delegates can contribute and learn and our clients can forge new and profitable business relationships to help the industry advance.

Lead Sponsor

Taiwan Stock Exchange (TWSE) started operation on February 9th, 1962. With the objective of creating a fair, efficient and safe trading environment, TWSE operates in line with government policy to develop a healthy securities market.

TWSE, through its listing advisory guidance and market oversight functions, actively promotes sustainable operations of listed companies with a special focus to economic development, social responsibility, and environmental sustainability.

In 2014, TWSE stocks traded at an average multiple of 15.42, with a turnover rate of 84.64% that ranked it ahead of major markets such as Hong Kong, Singapore, and the UK in terms of turnover. In terms of profitability, Taiwan’s dividend yield of 3.55% also outperforms that of other major exchanges in the U.S., Japan, Shanghai and South Korea.

The Taiwan Securities market could be characterized by the so-called 3Ps: “Pricing” (reasonable prices, represented by reasonable P/E ratios), “Prosperity” (ease of trading, represented by high turnover rates), and “Profitability” (substantial profits, represented by high dividend yields).

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Gold Sponsors

Yuanta FHC provides the most comprehensive trading platform in the Greater China region, covering regional investment, fund raising, research and wealth management services. Yuanta SITC, a subsidiary company of Yuanta FHC, fully utilizing and consolidate the support from Yuanta FHC, obtaining a large distribution network and research team aims to provide the highest return for its investors. Yuanta SITC is the largest asset management company in Taiwan with AUM of USD 8.69bn, servicing over 250,000 beneficiaries with a market share of 12.58% With product lines covering traditional mutual funds, futures trust, ETF and Index funds, Yuanta SITC is the most comprehensive asset management company in Taiwan.

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For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.

State Street Global Advisors is the investment management arm of State Street Corporation.

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Silver Sponsors

Nikko Asset Management is Asia's premier global asset manager, with approximately 19.46 trillion yen* in assets under management. The firm offers world-class asset management strategies and solutions for global investors, capitalizing on opportunities in markets around the world.

With more than 290** investment professionals, the firm leverages its extensive global resources across 12 countries representing over 30 nationalities. Headquartered in Asia for over 50 years, Nikko Asset Management's vantage point—extending east to west—makes its investment approach distinctive among asset managers.

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With US$1.25 trillion of assets under management (as of March 31, 2015), Deutsche Asset & Wealth Management (“Deutsche AWM”) is one of the world’s leading investment organizations. Deutsche AWM’s passive investment business offers its institutional and private investors access to a variety of investment classes and markets via simple, transparent and cost-efficient investments. These include Exchange Traded Funds (ETFs), Exchange Traded Commodities (ETCs), Exchange Traded Notes (ETNs), Certificates,Warrants, Obligations, Funds as well as Private Mandates.

Deutsche AWM is also the largest ETF provider in Hong Kong and Singapore in terms of number of products offered, with 35 and 48 products listed respectively. For more information, please visit www.etf.deutscheawm.com.

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Cocktail Sponsor

Commerzbank is a leading bank in Germany and Poland. It is also present worldwide in all major markets for its customers as a partner to the business world.

Commerzbank Corporates & Markets is the Investment Banking division of Commerzbank AG, providing corporate and institutional clients with a comprehensive range of commercial and investment banking products. Corporates & Markets is globally active with its main offices in Frankfurt, London, New York, Hong Kong and Singapore.

Corporates & Markets supports a broad range of clients across their financing, trading, investment and strategic activities.

Corporates & Markets delivers financing and capital raising solutions that help companies and institutions fund their strategic activities and plans for growth. We also provide innovative and powerful investment ideas and trading capabilities that enable investors across the spectrum to deploy capital effectively and hedge risks efficiently.

With this dual buy-side and sell-side perspective, we advise, structure and execute the solutions that keep our clients ahead and on track to achieve their goals.

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Co-Sponsors

Established in 1997, TAIFEX currently offers a broad range of products across major asset classes, including stock index futures and options, interest rate futures, single stock futures, equity options and gold futures and options. TAIFEX flagship products, TAIEX Futures (TX) and TAIEX Options (TXO), are two of the most successful equity index derivatives contracts in Asia.

To respond to growing demands of participating in the China equity market, and as the next step after introducing TPEx stocks to the list of Single Stock Futures underlyings, TAIFEX added ETF Futures in 2014 Q4. With ETF Futures’ underlyings holding both Taiwanese and mainland Chinese equities, investors are now provided with alternative hedging tools to facilitate their trading and hedging strategies.

The successful launch of ETF Futures was also one of the major reasons for TAIFEX to be named the Financial Derivatives Exchange of the Year 2015 by the Asian Banker. To continue our growth and further expand our product offerings, TAIFEX plans to launch RMB FX Futures soon.

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Since 1997, Mirae Asset Global Investments Group has become one of Asia's largest independent asset managers and the world’s largest active investors in emerging market equities. Globally, the Group has in excess of US$75 billion2 of assets under management across a diversified platform to offer market-leading investment services and solutions in traditional equity and fixed income products, ETFs and alternative strategies, such as real estate, private equity and hedge funds. There are 153 ETFs listed across 6 Markets with AUM USD 9.3billion.

Headquartered in Korea, the Group has a presence in 12 countries worldwide, including Australia, Brazil, Canada, China, Colombia, Hong Kong, India, Korea, Taiwan, United Kingdom, USA and Vietnam. The Group includes over 120 investment professionals dedicated to asset management in Asia and other emerging markets.

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Sponsoring or exhibiting at the ETF Asia Summit 2015 is a prime opportunity to put your products and services in front of key industry players and decision makers. If you have a service or product you would like to showcase, please contact our team.

Kelvin Andrews

Business Development Director, The Asset Events

[email protected]

Telephone +852 2165 1619

Supporting Partners

ASIFMA is an independent, regional trade association with over 80 member firms comprising a diverse range of leading financial institutions from both the buy and sell side, including banks, asset managers, law firms and market infrastructure service providers. Together, we harness the shared interests of the financial industry to promote the development of liquid, deep and broad capital markets in Asia. ASIFMA advocates stable, innovative and competitive Asian capital markets that are necessary to support the region�s economic growth. We drive consensus, advocate solutions and effect change around key issues through the collective strength and clarity of one industry voice. Our many initiatives include consultations with regulators and exchanges, development of uniform industry standards, advocacy for enhanced markets through policy papers, and lowering the cost of doing business in the region. Through the GFMA alliance with SIFMA in the United States and AFME in Europe, ASIFMA also provides insights on global best practices and standards to benefit the region.

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IFPHK was established in June 2000 as a non-profit organization for the fast-growing financial services industry. It aims to be recognized in the region as the premier professional body representing financial planners dedicated to upholding the highest professional standards.

The Institute is the sole licensing body in Hong Kong authorized by Financial Planning Standards Board Limited to grant the much-coveted and internationally-recognized CFPCM Certification and AFPTM Certification to qualified financial planning professionals in Hong Kong and Macau.

It represents more than 6,800 financial planning practitioners in Hong Kong from such diverse professional backgrounds as banking, insurance, independent financial advisory, stockbroking, accounting, and legal services.

Currently there are more than 153,000 CFP certificants in 26 countries/regions; the majority of these professionals are in the U.S., Canada, China, Australia and Japan, with more than 4,700 CFP certificants in Hong Kong.

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Founded in 1951, the American Chamber of Commerce in Taipei (AmCham Taipei) is a non-profit, non-partisan business organization dedicated to promoting the interests of international business in the Republic of China (Taiwan). With more than 1,000 members representing more than 500 companies and 26 committees advocating for various industry interests, AmCham speaks with collective authority on international business matters in every sector of the economy.

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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 127,000 members in 150 countries and territories, including 120,000 CFA charterholders, and 144 member societies.

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Founded in 1906, EDHEC Business School offers management education at undergraduate, graduate, post-graduate and executive levels. Holding the AACSB, AMBA and EQUIS accreditations and regularly ranked among Europe's leading institutions, EDHEC Business School delivers degree courses to over 6,000 students from the world over and trains 5,500 professionals yearly through executive courses and research events. The School's "Research for Business" policy focuses on issues that correspond to genuine industry and community expectations.

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The Association was reorganized and established by the former Securities Investment Trust & Consulting Association of Taipei City (established in January 1990) on October 8, 1998 in order to improve the Association's ability to serve the members and its functions as a self-regulatory organization, satisfy the development need of the securities market and help the competent authorities to execute relevant administrative entrustment operation. It was officially approved by the Ministry of the Interior on November 6, 1998. Up to now, the Association has 37 members of securities investment trust and 132 members of securities investment consulting (including part-time members).

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Financial Executives Institute, established in 1975 and based in Taiwan, is a knowledge sharing and social platform for CFOs, CEOs, bankers, accountants, lawyers, fund managers, scholars, and finance related executives

FEI is a member institute of International Association of Financial Executives Institute, which has 16 member institutes in Asia, Americas, and Europe

FEI hosts various domestic and international activities such as but not limited to monthly dinner speeches, conferences, seminars, international conferences

FEI hosted the "Second Cross-Strait CFO Forums" on September 9th and 12th, 2013. There were 250+ attendants, including 55 delegates from China Association of CFO. Speakers included former national leaders of both sides of the strait, CFOs, bankers, accountants, lawyers, scholars, and finance related executives

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Established on June 23, 2003, the Association joined FPSB and became one of the representative organizations of the member countries. It internationally introduced the CFP certification system that gave priority to the investors' benefits, is devoted to improving the professional quality and work ethics of the domestic financial planning consultants and popularizing and implementing the concept of guaranteeing the investors' rights and interests with priority.

As an independent and impartial non-profit international certification organization of financial industry, the Association serves the financial industry and professionals with the aspiration to get the CFP international certification qualification to serve the general public. It holds AFP and CFP professional competence tests respectively in March and September each year so as to improve the financial personnel's professional quality through the rigorous CFP test and certification system and implement the concept of giving priority to the investors' benefits.

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Leveraging the work of both our editorial team and benchmark Research group The Asset Event's senior staff have a passion for the financial markets and investment management industry and its growth in Asia. We bring a long and proven track record of working in the sector and a strong knowledge and expertise of its mechanisms and working practices.

If you have any questions or feedback we'd love to hear from you.

Asset Publishing and Research Limited

Suite 1203 - 1205, 12th Floor

Chinachem Exchange Square

1 Hoi Wan Street

Quarry Bay

Hong Kong

Tel: +852 2573 6078

Fax: +852 2573 7436

SPEAKING
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Anusha Kaviliga

+852 2165 1653