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23 November 2016 (Wednesday)
Venue: 4th Floor, Bank of China Tower, No.200 Yincheng Middle Road, Pudong New Area, Shanghai, China

08:00 – 08:45


09:00 – 09:05

Welcome Address

- Shiqiang WU, General Manager, Financial Institutions Department, Bank of China

09:05 – 09:20

Keynote Speech 1:

Development in SZSE

- Fuzhong LIU, Vice Director, International business , Shenzhen Stock Exchange

09:20 – 09:35

Keynote Speech 2:

Stock Connect’s Southbound Depository, Clearing & Corporate Action Rules

-Ying HAN, Director General, Business Development Department, China Securities Depository and Clearing Shenzhen Branch

09:35 – 09:50


Keynote Speech 3:

Hong Kong’s Competitive Edges and How it can help China’s Financial Institutions’ Business Development

- Ada YEUNG, Deputy Director, Hong Kong Economic and Trade Office in Shanghai

09:50 – 10:40


SZ-HK Stock Connect Speech III :

Stock Connect on "Mutual Market" Development: From "SH-HK Stock Connect" to "SZ-HK Stock Connect"

- Professor Shusong BA, Chief China Economist, HKEX

10:40 – 10:50

Coffee Break

10:50 – 11:20

Keynote Speech 4:

Opportunities and Challenges faced by China’s Funds under “Mutual Market”

- Craig CHEN, Chief Investment Officer, E Fund Management (HK)

11:20 – 12:30

SZ-HK Stock Connect Panel Discussion III:

Market Research Strategy under the Convergence of HK and A-Share Market

Moderator: Joe ZHOU, Senior Vice President, China Client and Marketing Services, HKEX


- Yuliang CHANG, Director, Chief China and HK Equity Strategist, Deutsche Bank

‐ Li CHEN, Managing Director, China Equity Strategist, Credit Suisse(HK)

‐ Zhizhong CHEN, Chief Strategist of Overseas market, EverBright Securities

‐ Eric HU, Managing Director, Head of China Strategy, BOC International

‐ Vincent JI, HK Equity Strategist, China Merchants Securities (HK)

‐ Yidong ZHANG, Chief Strategist , Deputy Head of Research, China Industrial Securities

12:30 – 14:00

Networking Lunch

14:00 – 14:30

Keynote Speech 5:

Leveraging Financial Market for Business Growth

- Lawrence HONG, Executive Director, Geely

- Adolph ZHAO, Vice President, Geely

14:30 – 15:30

Panel Discussion 1:

Hong Kong Stock Outlook & Asset Management Product Innovation under “Mutual Market”

Moderator: Elena LIN, Senior Vice President, China Client and Marketing Services, HKEX


‐ Heming CHEN, Head of Equity Investment, DH Fund Mannagement

‐ Yuncheng GAO, Partner, Greenwoods Asset

‐ Yong HUANG, Partner, Ivy Capital

‐ Zhuyi TANG, Chief Investment Officer, Shanghai Foresight Investment

15:30 – 15:45

Coffee Break

15:45 – 16:50

Panel Discussion 2:

How to Hedge Trading Risks in Stock Connect

Moderator: Lei DING, Vice President, Commodities & LME Marketing, HKEX


‐ Jiarui FENG, Deputy Manager of Financial Engineering Division, Haitong Securities

‐ Yiwen LI, Head of trading , Portfolio Manager, Bopu Fund

‐ Huabin SHAO, Managing Director, ICBC International

‐ Junfeng SHI, Managing Director, Zheshang Futures

‐ Dennis WU, Chief Executive Officer, Futu Securities

16:50 – 18:00

Panel Discussion 3:

Asset Allocation Strategy after SZ-HK Stock Connect

Moderator: Hao HUANG, Senior Vice President, Head of Commodities Product Development, HKEX


‐ Jinhua CHEN, Assitant President, PKU Founder Commodities Group

‐ Feng DONG, Managing Director, Ping An Commerce

‐ Jianping FANG, Head of Research, Everbright Futures

- Leo WANG, Head of Bullion Business, Global Markets, Bank of China (HK)

- Haiming HUANG, Managing Director, Shenwan Hongyuan Securities

18:00 – 18:30

Keynote Speech 7:

Index Investment Through “Stock Connect”

‐ Cevin Xue, Deputy Chief Executive, China Exchanges Services


Note: 1) The agenda and speakers will be updated from time to time. The current listed speakers are confirmed.

          2) Speakers are listed in alphabetical order