IBA Global Challenges and Opportunities for the Asset Management Industry Conference

9 Jun - 11 Jun 2024

Session information

Round table sessions

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