Register to join the discussions at our ETFGI Global ETFs Insights Summit virtual event. The summit is designed to facilitate a substantive and in-depth discussion on the impact that ETFs have on markets and market structure, and the regulatory, trading, and technological developments impacting the use of ETFs.
Attendees will have the opportunity to see and hear speakers via live video and audio of the keynote and panel discussions with audience Q&A, visit virtual event booths where you can meet and speak with our sponsors, attend virtual happy hours and virtual networking sessions.
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Eva Chan, Partner, Simmons and Simmons Antoine De Saint Vaulry, Regional Head of ETF Sales and Business Development, APAC, Citi Cindy Shek, Partner, King & Wood Mallesons
3:30- 4:00 PM
Best Practices When Trading US, European and Asia Listed ETFs from Asia
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Tom Digby, Head of ETF Capital Markets, Asia Pacific, Invesco Ivan Gilmore, Head of Exchange Traded Products & Global Product Development, London Stock Exchange Jean-François Mesnard-Sense, ETF Capital Markets Specialist, Asia Pacific, State Street Global Advisors Viktor Östebo, Head of Institutional Trading APAC, Flow Traders
4:15- 4:30 PM
Update on Singapore ETF Market
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Christopher Friese, Head of Lyxor Hong Kong & Head of Lyxor ETF Asia Pacific, SG Securities (HK) Ltd Aik Kai Ng, Managing Associate, Simmons & Simmons JWS Melody Xian He, Managing Director, Head of Sales and Product Strategy, CSOP Asset Management
4:35- 5:00 PM
Update on Trends in the US ETF Industry
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Ethan W. Johnson, Partner, Morgan, Lewis & Bockius LLP Jack O’Brien, Partner, Morgan, Lewis & Bockius LLP
Kevin Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management
Global Macro Outlook
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Paul Jackson, Global Head of Asset Allocation Research, Invesco
Best Practices When Using ETFs in Portfolio Construction
Moderator: Deborah Fuhr, Managing Partner, Founder, ETFGI Sean Cunningham, Asia Head of ETFs, JP Morgan Asset Management Aleksey Mironenko, Global Head of Investment Solutions, The Capital Company Chang Hwan Sung, Portfolio Manager, Invesco Investment Solutions
Deborah Fuhr, Managing Partner, Founder, ETFGI
Exhibit Hall & Networking Open Discussion
SPEAKERS WILL INCLUDE:
Eva Chan, Partner, Simmons & Simmons
Grace Chong, Of Counsel, Simmons & Simmons JWS
Sean Cunningham, Asia Head of ETFs, JP Morgan Asset Management
Tom Digby, Head of ETF Capital Markets, Asia Pacific, Invesco
Lida Eslami, Head of Business Development, ETP & IOB, London Stock Exchange
Christopher Friese, Head of Lyxor Hong Kong & Head of Lyxor ETF Asia Pacific, SG Securities (HK) Ltd
Deborah Fuhr, Managing Partner, Founder, ETFGI
Ivan Gilmore, Head of Exchange Traded Products & Global Product Development, London Stock Exchange
Kevin Gopaul, Global Head, Exchange Traded Funds, BMO Global Asset Management
Paul Jackson, Global Head of Asset Allocation Research, Invesco
Ethan W. Johnson, Partner, Morgan, Lewis & Bockius LLP
Trevor Lee, Senior Director, Investment Products, Securities and Futures Commission
Jessie Meng, Head Quantitative Strategist, Huatai PineBridge Fund Management Ltd
Jean-François Mesnard-Sense, ETF Capital Markets Specialist, Asia Pacific, State Street Global Advisors
Aleksey Mironenko, Global Head of Investment Solutions, The Capital Company
Aik Kai Ng, Managing Associate, Simmons & Simmons JWS
Jack O’Brien, Partner, Morgan, Lewis & Bockius LLP
Tara O'Reilly, Partner, Arthur Cox
Viktor Ostebo, Head of Institutional Trading APAC, Flow Traders
Antoine De Saint Vaulry, Regional Head of ETF Sales and Business Development, APAC, Citi
Cindy Shek, Partner, King & Wood Mallesons
Melody Yang, Partner, Simmons & Simmons
Simmons & Simmons
Eva specialises in investment funds including exchange traded funds (ETFs), UCITS funds, hedge funds and structured funds. With over 15 years of specialist experience in investment funds, Eva has a strong track record in Hong Kong having advised on more than half of the ETFs listed on The Stock Exchange of Hong Kong Limited. Eva is a partner in the Financial Markets Group of the Hong Kong office. She joined Simmons & Simmons in 2005.
Simmons & Simmons JWS
Grace is a regulatory specialist and covers Singapore and Hong Kong. A former in-house counsel at MAS, Grace regularly interacts with key regulators, is closely involved in regional regulatory reform initiatives and has led discussions with regulators on behalf of the financial services industry. She also leads the ESG Working Group in AIMA.
Asia Head of ETFs
Sean Cunningham is responsible for driving the growth of the firm’s ETF business across Asia. Partnering with distribution, client service and investment teams. Sean’s role includes overseeing regional sales strategy, product development, working with distribution and cultivating institutional and retail ETF client relationships.
Prior to JP Morgan, Sean Cunningham was Asia Pacific Head of Capital Markets and Fixed Income at iShares Blackrock, responsible for driving APAC business strategy and market structure, managing broker dealer relationships and overseeing product strategy. Prior to that, he worked at Barclays Capital and Schroders Investment Management.
Antoine De Saint Vaulry
Regional Head of ETF Sales and Business Development, Apac
Head of ETF Capital markets, Asia Pacific
Tom Digby is the Head of ETF Capital Markets, Asia Pacific and is responsible for helping investors find the most cost effective and efficient way to buy, sell or switch into Invesco’s range of exchange traded products.
Tom relocated to the Hong Kong office in 2019 from Invesco EMEA, where he held the position of Head of EMEA ETF Client Trading. He joins the growing Invesco Asia Pacific ETF team to provide trading, market knowledge, product structure and educational insight for all of Invesco’s ETF capabilities.
Prior to joining Invesco, Tom worked at Source, a specialized European-based ETF provider acquired by Invesco. As one of the original members of the Capital Markets team, he has a deep understanding of the ETF product suite.
Tom has a Masters in Investment Management from Cass Business School
Head of business development, etp & iob
London Stock Exchange
Lida Eslami is Head of Business Development for Exchange Traded Products and International Order Book at London Stock Exchange. She joined LSE’s capital market division in 2011 as an ETF product specialist, helping to build and develop the Exchange offering, working with both issuers and trading participants. Prior to this, Lida worked at Deutsche Bank's ETF structuring and sales team and Fixed Income portfolio management team at Alliance Bernstein. She holds Executive MSc in Finance from London School of Economics & Political Science and BSc in Banking and International Finance from Cass Business School, London.
Head of lyxor hong kong & head of lyxor etf Asia Pacific
SG Securities (HK) Ltd
Christopher Friese is head of Asia Pacific for Lyxor ETF of Société Générale, based in Hong Kong since February 2017. He joined Société Générale in 2013 as Lyxor ETF Institutional Sales for Germany, Austria and Eastern Europe. He headed the Eastern European expansion for Lyxor ETF and had sole responsibility for building the Lyxor ETF business in Eastern Europe. Prior to joining Société Générale, he worked for Royal Bank of Scotland where he was part to the Institutional Sales team of the RBS Market Access ETF range promoting ETFs in Germany, Austria and Switzerland. He also worked for Barclays Global Investors and BlackRock Asset Management, where he was an essential part of the iShares Product Development Team and iShares Institutional Sales Team for Germany and Austria. He holds a Bachelor of Science in International Business Administration from RSM/ Erasmus University and a MBA degree from Munich Business School.
Managing Partner and founder
Previously Deborah Fuhr served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. She also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997-2008, and as an associate at Greenwich Associates. She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997. Ms Fuhr was made a Fellow of CFA UK in January 2020, was the recipient of the ETF.com 2018 lifetime achievement award. Deborah Fuhr is a founder and board member of Women in ETFs the first women’s group for the ETF ecosystem. Founded in January 2014, WE inc is a 501(c)(3) non-profit organization that brings together over 5,800 women and men members, in 7 WE inc chapters across the United States and works with Women in ETFs entities in Canada, EMEA (7 chapters) and Pacific.
Head of Exchange Traded Products & Global Product Development
London Stock Exchange
Ivan joined LSEG in October 2017 as Head of Exchange Traded Products & Global Product
Development for London Stock Exchange Plc.
Prior to joining LSEG, Ivan was at KCG, where he was Head of ETF Client Strategy & Distribution. Ivan
has over 20 years’ experience in financial markets, having spent 7 years at Goldman Sachs as an
Equity Trader and 8 years at DE Shaw LLP (London), where he was European Head of Trading for the
US multi-strategy hedge fund. Having started his career in Tokyo in 1997, where he worked for ING
Barings in the Equities Division, Ivan then moved to London in 1999 to trade Pan-Asian shares for
ING, before joining Goldman Sachs in 2000. Ivan has a Bachelor of Civil Law (B.C.L) from University
College Dublin and a postgraduate Higher Diploma in Business Studies, also from U.C.D.
Global Head, Exchange Traded Funds
BMO Global Asset Management
Kevin Gopaulis the Head of BMO Global Asset Management Canada, Global Head of ETFs and Chief Investment Officer. Kevin is a key asset to the team with over 18 years of progressive investment industry experience, including global passive and active strategies. Prior to joining BMO GAM, he served as Principal, Portfolio Manager at Barclays Global Investors Canada where he played an integral role in overseeing the management of Exchange Traded Funds and Institutional mandates. Kevin also worked as an index arbitrage trader with Scotia Capital. Kevin continues to be an active participant in the financial services industry, serving as a member of the Standard & Poor’s Advisory Panel, and the Dow Jones Global Index Committee. Kevin studied Economics, Finance and Computer Science at the University of Waterloo. Kevin was named one of IIAC’s Top 40 Under 40 in 2015 and is currently the Vice Chair of Canadian ETF Association.
Chang Hwan Sung
Invesco Investment Solutions
Chang Hwan Sung is a Portfolio Manager for the Invesco Investment Solutions team. In this role, his responsibilities focus on research and asset allocation involving Asian asset classes and management of multi-asset portfolios for Asian clients. Based in Hong Kong, Mr. Sung joined Invesco in 2018. Prior to joining the firm, he was head of quantitative investments at Samsung Asset Management (HK). Before that, he was director and portfolio manager for Asian quantitative equities at BlackRock, based in San Francisco and Hong Kong. Mr. Sung has been in the industry since 2006. Mr. Sung earned a BS degree from Seoul National University and an MS in financial
mathematics and a PhD in management science and engineering from Stanford University. He
is a Chartered Financial Analyst® (CFA) charterholder.
Global Head of Asset Allocation Research
Paul Jackson is Global Head of Asset Allocation Research at Invesco. Paul previously worked at Société Générale in Paris and London, holding positions as Macro Specialist Sales, Equity Strategist and Global Head of Research. He started his career at Morgan Stanley in London in Corporate Finance and Equity Research before transferring to New York to join Morgan Stanley Asset Management. He holds a BSc in Economics from the London School of Economics and a Master of Philosophy in Economics from Oxford.
Head Quantitative Strategist
Huatai PineBridge Fund Management Ltd
Jessie Meng has 10 years of quantitative investment and smart beta product experience with institutional clients in North America, Europe and China. She lead the product origination and innovation to design equity quant strategy and smart beta strategies at Huata-PineBridge. Prior to joining Huatai-PineBridge, Jessie spent seven years at MSCI as Vice President, Institutional Factor Investing Consultant in their San Francisco office. In this role, she conducted client portfolio analysis for global institutional investors including some of the largest pension funds, endowments/foundations and investment consultants across North America and Asia Pacific. Before this, Jessie spent two years as investment analyst at Prudential Life Insurance in the Japan. She holds a BA in Economics and Accounting from the University of California, Los Angeles. She is a Chartered Financial Analyst (CFA) Charter holder and is a Women in ETF member.
ETF Capital Markets Specialist, Asia Pacific
State Street Global Advisors
Based in Hong Kong, Jean-François oversees the secondary and primary market activity of SPDR ETFs in the Asia Pacific region with the purpose of improving user experience whilst trading SPDR ETFs. In this role, Jean-François also provides thought leadership and engages with the industry on ETF trading and liquidity topics. Prior to joining State Street Global Advisors, Jean-François worked at Deutsche Asset Management in London. As an ETF Capital Market Specialist, he was providing ETF trading and execution intelligence to a broad client base across Europe, South America and Asia Pacific.
Morgan, Lewis & Bockius LLP
Ethan W. Johnson counsels clients on a variety of regulatory and transactional matters, with a focus on hedge fund and private equity fund formation, and guides investment managers through the legal intricacies of international operations. He also advises clients on establishing offices and operations outside the United States, developing and offering financial products and services sold on a global basis, and building global compliance programs.
Ethan’s regulatory and transaction practice includes counseling clients on the creation of hedge funds, private equity funds, venture capital funds, real estate funds, Undertakings for Collective Investment in Transferable Securities (UCITS), and US Securities and Exchange Commission (SEC) registered funds. He also advises on the organization and operation of broker-dealers and investment advisers, and on corporate finance projects including public and private offerings of debt and equity securities.
Through Morgan Lewis’s US, European, and Asian offices, he advises on the laws of more than 100 non-US jurisdictions, including all major financial centers, most emerging markets, and less-developed nations. He has experience counseling many US-based firms on US and non-US securities and regulatory matters—including joint ventures and investment projects—in Latin America, Europe, and Asia. In cross-border business matters, he helps clients comply with local marketing restrictions, and advises them on local authorizations and exemptive relief. He also works to ensure concurrent compliance with US and local laws.
Global Head of Investment Solutions
THE CAPITAL COMPANY
As Head of Investment Solutions, Aleksey’s focus is on cost-efficient portfolio construction and asset allocation for individual and family office clients. Before joining The Capital Company, he was Partner and Chief Distribution Officer at Premia Partners, where he helped take the firm from inception to 8th by ETF assets in Hong Kong. Prior to Premia, he was Head of APAC FI and Head of AxJ Institutional Sales at iShares. Before moving to Hong Kong, Aleksey was based in BlackRock’s London and Tokyo offices, helping insurers, pensions and asset managers invest globally. He began his career in New York, working with Asian and Middle Eastern clients. Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from New York University.
Aik Kai Ng
SIMMONS & SIMMONS JWS
Aik Kai has extensive experience acting for managers and trustees of collective investment schemes on a variety of transactions, with a particular emphasis on new fund launches and ongoing maintenance matters. He advises on the authorisation and recognition of funds for public offer (including the listing of ETFs on the SGX-ST).
MORGAN, LEWIS & BOCKIUS LLP
John J. “Jack” O’Brien counsels registered and private funds and fund managers in connection with organizational, offering, transactional, and compliance matters. He regularly works with a variety of different fund structures, including open-end and closed-end funds, exchange-traded funds, and hedge funds. He also counsels investment adviser and broker-dealer clients on various matters, particularly with respect to registration and disclosure, marketing regulations, pay-to-play issues, and transactions in exchange-traded funds.
Tara has extensive experience in advising leading asset managers and fund promoters both globally and domestically in the structuring, establishment, management and sale of a wide variety of investment funds in the UCITS and alternative space. Tara advises those funds, their management companies, servicing operations and directors of their regulation, compliance and corporate governance requirements. Tara has also advised on a number of large asset management group and platform amalgamations. Tara has a particular expertise in ETFs and is a leadership member of the Irish chapter of Women in ETFs and a former member of the EFAMA ETF working group. Tara is a regular speaker at international and domestic conferences and a contributor to international journals and publications.
HEAD OF INSTITUTIONAL TRADING APAC
Viktor Östebo joined Flow Traders in 2011 and relocated to its office in Singapore in 2016. He is heading the firms Institutional Trading desk that is responsible for the relations with external counterparties and institutional investors across the region. Before relocating from Amsterdam to Singapore he spent the last five years pricing ETFs of all asset classes and from all issuers to institutional investors of all sizes across Europe.
KING & WOOD MALLESONS
Cindy is a Partner in the Corporate & Securities group of King & Wood Mallesons in Hong Kong, where she specialises in all aspects of funds management, including both retail and private funds establishment, fund registrations (with both the SFC and the MPFA), ongoing compliance, regulatory and licensing issues.
Cindy is experienced in a diverse range of investment funds, including ETFs, SFC authorised funds, approved pooled investment funds, private equity funds, property funds, cross-border funds, SPCs and hedge funds. Cindy also has experience in IPOs and advises on general corporate matters.
Cindy has acted for numerous global, local and PRC-owned asset management houses, and was previously seconded to a global ETF fund house as acting Head of Legal, Asia (ex-Japan).
Cindy is qualified in Hong Kong and Australia and speaks fluent English, Cantonese and conversational Mandarin. She is a member of the regulatory committee of the Hong Kong Investment Funds Association and Committee Member of the Asia Pacific Chapter of Women in ETFs.
FUNDS AND CORPORATE PARTNER
SIMMONS & SIMMONS
Melody Yang focuses her practice on fund formation, fund regulatory issues, fund investments by institutional investors and high net worth individuals/companies, managed account arrangements and private equity investment. She has advised multiple leading global asset management groups in connection with their China market entry strategies through PFM regime, QDLP, QFLP/QDIE, QDII and RQFII/QFII, and various / numerous / a number of Chinese asset managers in connection with launching their USD funds overseas.
Melody is based in Beijing. Melody and her team are recently ranked as Tier 1 foreign firms for Investments Funds in China - Legal 500 (2019 and 2020) and Melody herself is ranked as a Leading Individual.
Melody currently acts as an Advisor to the International Partners Committee of the Asset Management Association of China (AMAC), China’s de facto private fund regulator. Melody is one of the co-authors of the official textbook for AMAC’s private fund qualification exams. She is also the author of the Law of Hedge Funds (Second Edition) – China Chapter published by LexisNexis. Melody is frequently invited to comment on market trends and legal development and speak at key industry conferences and events, including AIMA and AMAC.
Melody is qualified in the PRC, New York and England and Wales. She has been seconded to the firm’s London office (funds and asset management groups) for a year.
Launched in 2012 by Deborah Fuhr, ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry of ETFs and ETPs listed globally as well as the service providers.
Our range of research and subscription services include annual reviews of institutions that use ETFs and ETPs, an annual analysis of active ETFs and smart beta ETFs. We are the only company to provide a monthly report of every region in the world where ETFs / ETPs are listed.
Deborah Fuhr is the founder of ETFGI, an independent research events and consultancy firm which offers paid for subscription research services on trends in the global ETF ecosystem. Previously she was the global head of ETF research and implementation strategy and managing director at BlackRock/BGI, managing director and head of the investment strategy team at Morgan Stanley and an associate at Greenwich Associates. She is a Fellow of CFA UK, the recipient of 100 Women in Finance’s 2017 European Industry Leadership Award, the 2014 William F. Sharpe Lifetime Achievement Award for outstanding and lasting contributions to the field of index investing and the ETF.com 2018 lifetime achievement award. She is a founder, board member and co-president of Women in ETFs EMEA and a founder and board member of Women in ETFs inc.
Deborah Fuhr is the co-founder of ETF TV, a new show which provides insights into the use, trading, regulatory and product development trends for exchange traded funds ETFs and exchange traded products ETPs. Go to www.ETFtv.net to watch the latest episodes and contact us if you are interested in sponsoring a mini segment or a full episode.