Theme Interpretation
Global economy is gradually recovering from COVID-19. The pandemic has accelerated reshuffle of global supply chains, and generated new business models and areas. Major economies have maintained zero or even negative interest rates. Meanwhile, the rising trend of digitalization is reshaping the global financial ecosystem and investment patterns. What kinds of new challenges and opportunities will global asset allocation face? China is the first country to recover from the pandemic and has been actively continuing the opening of its financial sector amid the anti-globalization wave. With assets being allocated globally, what are the comparative advantages and attractions of the Chinese market? What can Chinese and foreign financial institutions do to balance competition and cooperation under the new normal?
09:00 – 09:10
Welcome speech
CHEN Yuan
Chairman, Bund Summit Organizing Committee;
Vice-Chairman, 12th National Committee of the Chinese People’s Political Consultative Conference;
Chairman, CF40 Executive Council
09:10 – 09:50
International Dialogue
ZHOU Xiaochuan
President, China Society for Finance and Banking;
Former Governor, the People’s Bank of China
Timothy GEITHNER
President, Warburg Pincus;
The 75th Secretary of the Treasury of the United States
Moderator: WANG Yanzhi
President, Silk Road Fund
09:50 – 10:05
Keynote Speech
LIU Jun
President, Bank of Communications
10:05 – 10:20
Keynote Speech
Levin ZHU
Member, CF40 Executive Council
10:20 – 10:35
Keynote Speech
SHA Yan
General Manager, Shenzhen Stock Exchange
10:35 – 10:45
Coffee Break
10:45 – 11:00
Keynote Speech
Anne RICHARDS
CEO, Fidelity International
11:00 – 11:15
Keynote Speech
Yves PERRIER
CEO, Amundi
11:15 – 12:00
Roundtable Discussion
12:00 – 14:00
Lunch
Panel 1: Asset Allocation and Investment Strategies under the New Normal after the COVID-19 Pandemic
Moderator: SUN Mingchun Chief Economist, Haitong International Securities
14:00 – 15:00
Theme Interpretation
With anti-globalization trend on the rise and massive monetary and fiscal stimulus unseen before, global asset allocation and investment strategies are facing bigger challenges. How do prolonged low interests, even negative rates, and expansionary fiscal policies throughout the world affect the returns on various types of assets? How to adjust asset allocation strategies to respond to these changes? The Covid-19 pandemic has brought profound changes to many industries, e.g. online services have boomed, and global supply chain is going through a reshuffle. How will these changes affect the asset allocation strategies of institutional investors? The opening of China’s financial sector has been unprecedented, how will foreign financial institutions adjust their asset allocation strategies globally?
Panelists:
HUANG Zhaohui
CEO, China International Capital Corporation Limited
DUAN Guosheng
Executive Vice President and Chief Investment Officer, Taikang Insurance Group
DENG Bin
CIO, China Pacific Insurance (Group) Co., Ltd.
LI Min
Chairman, China Wealth Management
Lieven DEBRUYNE
Global Head of Distribution, Schroders
15:00 – 15:30
Roundtable Discussion
15:30 – 15:40
Coffee Break
Panel 2: Further Reform of the Capital Market and New Opportunities for Equity Investment
Moderator: ZHANG Chenghui Former Director-General of Research Institute of Finance, Development Research Center of the State Council
15:40 – 16:40
Theme Interpretation
China’s capital market has shown strong resilience against the shock of COVID-19, and a series of key reform measures have been rolled out. At the 30th anniversary of its establishment, China’s capital market, particularly the equity market, has also ushered in a golden period with investment by residents increasing rapidly. What is the focus of China’s capital market reform in the next stage? How will Chinese residents and families adjust their asset allocation strategies in a growing market? What opportunities and challenges will the “dual circulation” new development strategy and the comprehensive opening of China’s financial sector bring to China’s equity market?
Panelists:
LIU Hanxing
Director, Equity Investment Department and Industrial Asset Department, National Council for Social Security Fund
REN Chunsheng
Chairman, China Insurance Investment Co., Ltd.
QU Qiuping
General Manager, Haitong Securities
YU Chunling
President, China Re Asset Management Company Ltd.
Frank WEI
Managing Director and Co-head of China, Warburg Pincus
LIU Xiaodan
Founder, Firstred Capital
16:40 – 17:10
Roundtable Discussion