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13:00-13:30 Registration

13:30-13:40 Conference Welcome Address

13:40-14:10 Global Economic Outlook

1. General Overview of Global Economic Trend
2. The Effect of an US Slowdown on Europe and Emerging Market Economics
3. Commodities Outlook in the wake of a slowing world Economy and an Overshooting USD

• Dr. Martina Muller-kamp, Head of Investment Tactics
• Verwaltungs- und Privat-Bank Aktiengesellschaft
  
  Powerpoint Presentation

14:10-14:40 Global Opportunity Mandate Investment Approach

1. Investment Approach for Institutional and Private Clients
2. Characteristics of the Investment Approach
3. Introduction on Selected Special Opportunities Investments (case studies: emerging market bonds, alternative energy, and commodities, etc)
4. Risk Management and Performance

• Alexander Klinkmann, Head of Trust Banking- VP Bank
• CIO of Mont Blanc Capital Management AG
  
  Powerpoint Presentation

14:40-14:55 QDII Investment in Hong Kong Market

1. Hong Kong Market Update
2. China Opportunity Concept
3. Portfolio Construction

• Harold Kwan, Senior Investment Strategist
• Mont Blanc Capital Management AG
  
  Powerpoint Presentation

14:55-15:15 Criteria to Select QDII Products – Legal Perspective

1. Issues need to be monitor on selecting QDII products, markets and partners
2. Measures on QDII risk management: legal, operational and internal government risk
3. Mitigation techniques in QDII asset management
4. Case study of offshore investment by China local institutions: Chinese National Social Security Fund’s overseas investment program

• Ying Z. White, Senior Counsel
• Akin Gump Strauss Hauer & Feld, LLP
  
  Powerpoint Presentation - Chinese
  Powerpoint Presentation

15:15-15:30 Coffee & Networking

15:30-16:00 Investment Opportunities in Emerging Markets

1. Case Studies: Eastern European & Indian Markets
2. Risks and returns in emerging markets
3. Alternative allocation in developed countries & emerging markets

• Mark Monson, Senior Fund Manager
• Raiffeisen Capital Management
  
  Powerpoint Presentation

16:00-16:20 QDII Products Performance Monitoring

1. Introduction of QDII framework
2. Use of index in QDII
3. Idea index in QDII global investment
4. Case study

• Norman Yen, Managing Director, Asia Pacific
• Xinhua FTSE Index
  
  Powerpoint Presentation

16:20-17:00 Panel Discussion

1. Challenge of Product design under the Global volatile market atmosphere
2. Capabilities of investment personnel in local financial institutions to invest abroad
3. Standard of risk management developed in managing QDII Products
4. Currency risk to monitor on selection of QDII products and markets

• Shiqiu Li, General Manager，Global Markets
• People’s Insurance Company (Group) of China

• Harold Kwan, Senior Investment Strategist
• Mont Blanc Capital Management AG

• Ying Z. White, Senior Counsel
• Akin Gump Strauss Hauer & Feld LLP

• Norman Yen, Managing Director, Asia Pacific
• Xinhua FTSE Index

• Panel Moderator:
• Liang ZHOU, Head of Research China
• Lipper

Conference Photos