IBA Global Challenges and Opportunities for the Asset Management Industry Conference
9 Jun - 11 Jun 2024
Session information
Description
Roundtable topic one: Pensions – investment demands
• Economic and market trends;
• innovative investment products;
• technology integration; and
• regulatory compliance.
Moderators
Felipe Cousiño Alessandri, Santiago
Brendan Curran State Street Global Advisors, Boston, Massachussetts
Roundtable topic two: Offshore jurisdictions
• Setting the stage: backdrop of macroeconomics, geopolitical and regulatory developments;
• conventional offshore models;
• new onshoring and offshoring models in Asia;
• new opportunities for product design and global structuring solutions;
• shifting of world economic order: potentially challenging offshoring? and
• wrap up and any questions.
Moderators
Matt Brehaut Carey Olsen, Guernsey
Martin Byers Ogier, Cayman Islands
Frances Watson Mourant, Guernsey
Roundtable topic three: Asia (HK/China/SG)
• Regulation of virtual assets;
• cross border marketing/capital raising;
• managing cross border data flows/regulatory requirements;
• latest developments regarding Chinese investment connect schemes; and
• regulatory trends/enforcement.
Moderators
Ron Cheng Drew & Napier, Singapore
Jeremy Lam Deacons, Hong Kong SAR
Sandra Lu LLinks, Shanghai
Roundtable topic four: ETFs passive/active (trends in ETF manufacturing strategies)
• What are the trends in exchange-traded fund (ETF) manufacturing strategies?
• regulatory considerations for actively managed ETFs;
• where ETFs and mutual funds combine – global developments in structuring and distribution; and
• how does digitalszation change the operations of ETFs?
Moderators
Mike Mundt Stradley Ronon, Washington DC
Matthias Liermann DWS Investment GmbH, Frankfurt
Anthony Rochte Morgan Stanley, New York
Session / Workshop Chair(s)
Matt Brehaut | Carey Olsen, London, England |
Martin Byers | Ogier, Grand Cayman, Cayman Islands |
Ron Cheng | Drew & Napier, Singapore, Singapore |
Felipe Cousino | Alessandri Abogados, Santiago, Chile |
Brendan Curran | State Street Global Advisors , Boston, Massachusetts, USA |
Jeremy Lam | Deacons, Central, Hong Kong SAR; Co-Chair, Asset Management and Investment Funds Committee |
Matthias Liermann | DWS Investment GmbH, Frankfurt, Germany |
Sandra Lu | Llinks Law Offices, Shanghai, China |
Michael Mundt | Stradley Ronon, Washington, District of Columbia, USA |
Anthony Rochte | Morgan Stanley Investment Management, New York, New York, USA |
Frances Watson | Mourant, St Peter Port, Guernsey |