研習議程
政大公企中心A1034會議教室(台北市大安區金華街187號A棟10樓) |
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| 時間 | 主題 | 預定講席 |
|---|---|---|
| 09:00-09:30 | 報到 Registration | |
| 09:30-09:40 | Opening Remarks 主辦單位致詞 |
Dr. Chuang-Chang CHANG, Chairperson of the Securities & Futures Institute 張傳章 董事長 證券暨期貨市場發展基金會 |
| 09:40-10:30 |
ETF Product Innovation ETF商品創新 .主動式ETF .多重資產ETF (40 min + 10 min Q&A) |
Dr. Tsung-Sheng LIU, Chairperson of the SITCA 劉宗聖 理事長 投信投顧公會 |
| 10:30-10:50 | Tea Break | |
| 10:50-11:50 |
How We Work Together: Asset Managers and Family Office 家族辦公室資產管理實務 (50 min + 10 min Q&A) |
Mr. Robert RIDLAND Head of Business Development and Client Service, Schroders (Singapore) (英文) |
| 11:50-13:40 | Lunch Break | |
| 13:40-14:20 |
Japan’s Leading Asset Management Center Policy Plan and Nikko Asset Management’s growth plan to improve global competitiveness 日本政府發展資產管理中心之政策和日興資產管理公司提高全球競爭力之成長計畫 .Introduction of Nikko Asset Management .Overview of Leading Asset Management Center Policy Plan .Nikko Asset Management’s strategies .Nikko Asset Management’s products .Conclusion (30 min + 10 min Q&A) |
Ms. Yoshiko MORISHITA, Deputy Head and Senior Vice President, Nikko Asset Management (Tokyo) (英文) |
| 14:20-14:40 | Tea Break | |
| 14:40-15:20 |
The surge of quantitative strategies in private fund and banking 私募基金與私人銀行的量化產品新浪潮 1.Quantitative Investment Strategy : the stiff competition QIS量化理財策略產品：在高端理財界別的激烈競爭 2.Relative Valuation Strategy : the long-shorts on different regions, countries, sectors and companies RV 相對估值策略：從地區、國家、行業分類、到同業內的多空策略 3.Event-driven volatility strategy : snatching chances from political events 事件主導波動性策略：長期觀察、短期觸發的政治導向策略 (40 min) |
Mr. Neo CHIU Equity & Index Sales | Eurex Frankfurt AG | Deutsche Börse Group 趙沛宇 副總裁 歐洲期貨交易所 股權及指數銷售部 |
| 15:20-16:10 |
Building Taiwan into an Asset Management Centre in Asia 打造台灣成為亞洲資產管理中心政策解析 (40 min+10 min Q&A) |
Mr. Chen-Shan CHANG Director-General, Securities and Futures Bureau, Financial Supervisory Commission 張振山 局長 金管會證券期貨局 |