Morning Session
Welcome Remarks
Mr. Paul Pong, CFPCM
Chairman, Institute of Financial Planners of Hong Kong
Keynote Speech:
Updates on the New Insurance Intermediaries Regulatory Regime
Mr. Stephen Po
Executive Director, Market Conduct
Insurance Authority
Keynote Speech:
The Latest Update on MPF System
Ms. Cynthia Hui
Executive Director (Supervision)
Mandatory Provident Fund Schemes Authority
Riding the Wave of Technology
Maximising the Gain with FinTech
Mr. Alex Chan
CEO
Forms Syntron Information (HK) Limited
Insurtech Innovation for Advisors
Mr. Fred Ngan, FSA
Co-founder
Seasonalife Ltd.
Panel Discussion (I):
The Road to Digital Financial Planning
Moderator:
Mr. Ray Lee, CFPCM
Board Member, Institute of Financial Planners of Hong Kong
Speakers:
Mr. Alex Chan
CEO
Forms Syntron Information (HK) Limited
Dr. Henry Chan
Associate Professor & Associate Head of Department of Computing
The Hong Kong Polytechnic University
Mr. Fred Ngan, FSA
Co-founder
Seasonalife Ltd.
Afternoon Session
Welcome Remarks
Mr. Dennis Lau
Chief Executive Officer
Institute of Financial Planners of Hong Kong
Dialogue with the Regulator
Moderator:
Mr. Paul Pong, CFPCM
Chairman, Institute of Financial Planners of Hong Kong
Ms. Julia Leung, SBS
Executive Director, Intermediaries Division
Securities and Futures Commission
Retirement Options and Investment Strategies
Investing in Retirement:
A Quantitative Research (US)
Mr. Steve Chiu, CFPCM
Senior Vice President & Head of Hong Kong Retail
PIMCO Asia Limited
Hong Kong’s First Research on MPF Satisfaction Index
Mr. Elvin Thram
Head of Business Development and Client Relationship, Wealth, Hong Kong
Mercer (Hong Kong) Limited
Panel Discussion (II):
Accumulation and Decumulation:
Life-cycle Retirement Investment Strategies and Options
Moderator:
Mr. Chris Tse, CFPCM
Vice Chairman (Finance & Administration)
Institute of Financial Planners of Hong Kong
Speakers:
Mr. Raymond Li, JP
Executive Director and Chief Executive Officer
The Hong Kong Mortgage Corporation Limited
Mr. Steve Chiu, CFPCM
Senior Vice President & Head of Hong Kong Retail
PIMCO Asia Limited
Mr. Elvin Tharm
Head of Business Development and Client Relationship, Wealth, Hong Kong
Mercer (Hong Kong) Limited
Property Guide
Panel Discussion (III):
A Look at Land Policies and
Property Prices in Hong Kong
Moderator:
Mr. Paul Pong, CFPCM
Chairman, Institute of Financial Planners of Hong Kong
Speakers:
Mr. Shih Wing Ching
Founder
Centaline Group
Mr. Eric Wong
Chairman and CEO
Bricks & Mortar Management Ltd
End of Conference
The program rundown is tentative. The program and speakers are subject to change without prior notice.