Programme



Time Content
9:30am
Welcoming Remarks
Mr. Paul Pong, CFPCM
Chairman
Institute of Financial Planners of Hong Kong
The Changing Landscape
9:35am
Keynote:
MPF and Financial Planning - A Look into the Future (English)
Mr. Darren McShane
Executive Director (Regulation & Policy)
Mandatory Provident Fund Schemes Authority
9:55am
Keynote:
The Latest Regulatory Updates and its Impact to Financial Planners
Ms. Carol Hui
Acting Assistant Commissioner of Insurance
Office of the Commissioner of Insurance
10:15am
National 12th Five-Year Plan:
Taking a Lead of Change in Financial Planning
Mr Samuel Yung, CFPCM, SBS, MH, JP
     - Executive District Director
       AIA Company (Bermuda) Limited
     - Member of Chinese People's Political Consultative Conference – National Committee
     - Ten Outstanding Young Persons Award of Hong Kong 1994
10:40am Networking Coffee Break
Investment Planning Theme
11:00am
Strategy 1:
China's Economic Outlook
Mr. Andy Ng
Fund Manager
Bosera Asset Management (International) Co., Limited
11:25am
Strategy 2:
Revisiting the Asset Allocation and Active Management Debates (English)
Mr. Sunny Ng, CFA
Director of Fund Research
Morningstar, Asia
11:45am
Panel Discussion
Making a Wise Investment Choice - Value Investing or Benchmarking?
Moderator:
Mr. Steve Chiu, CFPCM
Managing Director
Bosera Asset Management (International) Co., Limited
 
Panel Members
Mr. Franco Ngan, CFA
Chief Executive Officer
Zeal Asset Management Limited
 
Mr. Chris Tse, CFPCM, CFA
Associate Director, Asia
FTSE Group
12:35am Lunch
Magic Bullets for Business Success
2:00pm
Bullet 1:
Navigating the Changing Regulatory Environment
Ms. Josephine Chung
Director
CompliancePlus Consulting Limited
2:30pm
Bullet 2 : Panel Discussion
CEO Trailwalkers and Their Inspiring Stories
Moderator:
Mr. Kent Wong, CFPCM
Lecturer of CFPCM Certification Education Program
 
Panel Members:
Dr. Ricky Szeto
Executive Director
Hung Fook Tong Holdings Limited
 
Ms. Eleonore Chow
Chief Executive Officer
Dah Sing Life Assurance Company Limited
 
Mr. Quincy Wong
Chairman
Convoy Financial Group
3:30pm Networking Coffee Break
3.45pm
Bullet 3:
Chinese and Comparative Law Briefing - Get Ready to Deal with Clients from Mainland China
Dr. Eric Tsang, PhD
     - President of China Law Research Association
     - Standing Committee Member of Guangdong Foreign Investment Law Society
Investment Planning Theme
4:15pm
Panel Discussion
The 2012 Hong Kong Real Estate Forecast
Moderator:
Mr. Paul Pong, CFPCM
Chairman
Institute of Financial Planners of Hong Kong
 
Panel Members:
Mr. Shih Wing Ching
Founder
Centaline Group
 
Mr. Paul Louie
Managing Director
Regional Head of Property Research - Asia Ex-Japan
Nomura International (Hong Kong) Limited
5:00pm End
* Please note that the programme is subject to change.