香港交易所ETF峰會2025

Managing Director, Head of Equities Product Development , HKEX

Brian is Managing Director, Head of Equities Product Development. In this capacity, Brian oversees the development and management of HKEX’s equities products, focusing on market development, client engagement and investor education.  

Brian joined in 2015 bringing over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.  

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.   

Brian is Managing Director, Head of Equities Product Development. In this capacity, Brian oversees the development and management of HKEX’s equities products, focusing on market development, client engagement and investor education.  

Brian joined in 2015 bringing over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business.  

Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.   

CFA, Deputy-CEO, Chief Investment Officer, Head of Investment , CSOP

Yi Wang is the Deputy-CEO, Chief Investment Officer and Head of Investment at CSOP Asset Management Ltd. He oversees all passive ETF investment activities including Equity ETFs, Leveraged and Inverse ETPs, Money Market Fund ETFs and Fixed Income ETFs. He also oversees the active Fixed Income and active Equity portfolio management. 

He is the voting member within CSOP investment committee and deputy chairman of CSOP responsible investment committee. Prior Joining CSOP, Yi was in Redington LLP (London) focusing on UK and EU pension/insurance investment solution. 

He graduated from University College of London with a major in Mathematics and CASS Business School with master’s degree in Actuarial Science.

Yi Wang is the Deputy-CEO, Chief Investment Officer and Head of Investment at CSOP Asset Management Ltd. He oversees all passive ETF investment activities including Equity ETFs, Leveraged and Inverse ETPs, Money Market Fund ETFs and Fixed Income ETFs. He also oversees the active Fixed Income and active Equity portfolio management. 

He is the voting member within CSOP investment committee and deputy chairman of CSOP responsible investment committee. Prior Joining CSOP, Yi was in Redington LLP (London) focusing on UK and EU pension/insurance investment solution. 

He graduated from University College of London with a major in Mathematics and CASS Business School with master’s degree in Actuarial Science.

Chief Investment Officer , Sun Life Asset Management (HK) Ltd.

Felix Ho is the Chief Investment Officer at Sun Life Asset Management (HK) Ltd.  He has over 25 years of experience in portfolio management, equity research and corporate finance. Prior to joining Sun Life, he was the Head of Hong Kong and China Equity at the asset management arm of RHB Banking Group in Hong Kong and Kuala Lumpur, where he led the portfolio management and investment strategies for the Greater China markets. Felix was also the Equity Portfolio Manager at China Taiping Insurance Group in Hong Kong, and an Equity Analyst at China International Capital Corporation in Hong Kong and Beijing.

Felix Ho is the Chief Investment Officer at Sun Life Asset Management (HK) Ltd.  He has over 25 years of experience in portfolio management, equity research and corporate finance. Prior to joining Sun Life, he was the Head of Hong Kong and China Equity at the asset management arm of RHB Banking Group in Hong Kong and Kuala Lumpur, where he led the portfolio management and investment strategies for the Greater China markets. Felix was also the Equity Portfolio Manager at China Taiping Insurance Group in Hong Kong, and an Equity Analyst at China International Capital Corporation in Hong Kong and Beijing.

Senior Portfolio Manager , AllianzGI

Claudia Ching is a senior portfolio manager based in Hong Kong, specializing in the multi-asset strategies and portfolio management.

Joining AllianzGI in 2025, Claudia brings over 17 years of experience in the financial industry. She is responsible for generating and implementing asset allocation strategies, monitoring risk, and optimizing distribution of assets for mixed asset funds in Hong Kong. Claudia has significant insight in managing Hong Kong Mandatory Provident Fund (MPF) schemes.

Prior to joining AllianzGI, Claudia worked as a Senior Portfolio Manager at Sun Life (HK) Asset Management and EFG (HK) Asset Management. Claudia also acted as an equity research analyst at China Construction Bank International and CIMB prior to her fund management experience. 

Claudia has a LLB (Law) degree from the London School of Economics and Political Science.

Claudia Ching is a senior portfolio manager based in Hong Kong, specializing in the multi-asset strategies and portfolio management.

Joining AllianzGI in 2025, Claudia brings over 17 years of experience in the financial industry. She is responsible for generating and implementing asset allocation strategies, monitoring risk, and optimizing distribution of assets for mixed asset funds in Hong Kong. Claudia has significant insight in managing Hong Kong Mandatory Provident Fund (MPF) schemes.

Prior to joining AllianzGI, Claudia worked as a Senior Portfolio Manager at Sun Life (HK) Asset Management and EFG (HK) Asset Management. Claudia also acted as an equity research analyst at China Construction Bank International and CIMB prior to her fund management experience. 

Claudia has a LLB (Law) degree from the London School of Economics and Political Science.

Senior Vice President, Head of Exchange Traded Products , HKEX

As Head of Exchange Traded Products (ETPs), Jean-François leads the team responsible for the development of HKEX’s Exchange Traded Funds (ETFs) and Leveraged and Inverse (L&I) products. He also plays an active role in providing thought leadership and investor education.

Jean-François has nearly 10 years of experience in the ETF industry. Prior to HKEX, Jean-François was at State Street Global Advisors, where he was most recently Head of ETF Capital Markets, APAC, managing the secondary and primary market activity of SPDR ETFs in the Asia Pacific region with the purpose of improving user experience whilst trading SPDR ETFs. 

Prior to joining State Street Global Advisors, Jean-François worked at Deutsche Asset Management in London. As an ETF Capital Markets Specialist, he was providing ETF trading and execution intelligence to a broad client base across Europe, South America and Asia Pacific and managing relationship with exchanges and market maker trading desks with responsibility for France and Romandy.

Jean-François holds a MSc in International Finance from HEC Paris and a MSc in Engineering from Ecole Centrale De Lille.

As Head of Exchange Traded Products (ETPs), Jean-François leads the team responsible for the development of HKEX’s Exchange Traded Funds (ETFs) and Leveraged and Inverse (L&I) products. He also plays an active role in providing thought leadership and investor education.

Jean-François has nearly 10 years of experience in the ETF industry. Prior to HKEX, Jean-François was at State Street Global Advisors, where he was most recently Head of ETF Capital Markets, APAC, managing the secondary and primary market activity of SPDR ETFs in the Asia Pacific region with the purpose of improving user experience whilst trading SPDR ETFs. 

Prior to joining State Street Global Advisors, Jean-François worked at Deutsche Asset Management in London. As an ETF Capital Markets Specialist, he was providing ETF trading and execution intelligence to a broad client base across Europe, South America and Asia Pacific and managing relationship with exchanges and market maker trading desks with responsibility for France and Romandy.

Jean-François holds a MSc in International Finance from HEC Paris and a MSc in Engineering from Ecole Centrale De Lille.

Head of ETF Portfolio Management , Mirae Asset Global Investments (Hong Kong)

Dennis Fok is Head of ETF Portfolio Management at Mirae Asset Global Investments (Hong Kong), where he is responsible for leading the ETF investment platform and driving the growth of the Global X ETFs’ offering within Asia region. He is also accountable in interacting with different stakeholders within the ETF ecosystem in promoting the adoption of ETFs for both retail and institutional investors.

Dennis has over 15 years of investment experience managing both fixed income and equity ETFs, and he has in-depth knowledge of the ETF capital markets. Prior to joining Mirae Asset, Dennis was the Head of ETF at Harvest Global Investment focusing on the business development strategy of the ETF platform. He had previously served as a senior ETF portfolio manager at Bank of Montreal Global Asset Management since 2018 and spent 11 years at Blackrock as lead portfolio manager managing both ETFs and institutional index mandates.

Dennis holds a master degree of Financial Engineering from Cornell University and bachelor degree of Science form the Chinese University of Hong Kong.

Dennis Fok is Head of ETF Portfolio Management at Mirae Asset Global Investments (Hong Kong), where he is responsible for leading the ETF investment platform and driving the growth of the Global X ETFs’ offering within Asia region. He is also accountable in interacting with different stakeholders within the ETF ecosystem in promoting the adoption of ETFs for both retail and institutional investors.

Dennis has over 15 years of investment experience managing both fixed income and equity ETFs, and he has in-depth knowledge of the ETF capital markets. Prior to joining Mirae Asset, Dennis was the Head of ETF at Harvest Global Investment focusing on the business development strategy of the ETF platform. He had previously served as a senior ETF portfolio manager at Bank of Montreal Global Asset Management since 2018 and spent 11 years at Blackrock as lead portfolio manager managing both ETFs and institutional index mandates.

Dennis holds a master degree of Financial Engineering from Cornell University and bachelor degree of Science form the Chinese University of Hong Kong.

Director and Senior Portfolio Manager, Capital Markets , Ping An of China Asset Management (Hong Kong)

Mr. Lau focuses on managing equity portfolios and is specialized in fundamental research. He had 19 years of experience in investment. Prior to joining Ping An, he built his career in investment management in large foreign and Chinese financial institutions, including Citi, Credit Suisse, and GF Asset Management (Hong Kong). Mr. Lau holds a Bachelor Degree in Business Administration from University of Hong Kong and an MBA degree from University of Oxford.

Mr. Lau focuses on managing equity portfolios and is specialized in fundamental research. He had 19 years of experience in investment. Prior to joining Ping An, he built his career in investment management in large foreign and Chinese financial institutions, including Citi, Credit Suisse, and GF Asset Management (Hong Kong). Mr. Lau holds a Bachelor Degree in Business Administration from University of Hong Kong and an MBA degree from University of Oxford.

Asia Pacific Business Development Lead , CF Benchmarks

Bruce is the Asia Pacific Business Development Lead at CF Benchmarks, based in Hong Kong. He spearheads growth across the region by driving institutional adoption of benchmark index products and creating new opportunities that shape the future of digital assets.

Before joining CF Benchmarks, Bruce was Director of Relationship Management at The Sandbox in the Greater China region, where he led business development on digital asset transformation projects for a portfolio of brands across industries.

Earlier in his career, Bruce built an established career in global corporate banking, managing substantial credit portfolios and relationships with leading local and international conglomerates.

Bruce is the Asia Pacific Business Development Lead at CF Benchmarks, based in Hong Kong. He spearheads growth across the region by driving institutional adoption of benchmark index products and creating new opportunities that shape the future of digital assets.

Before joining CF Benchmarks, Bruce was Director of Relationship Management at The Sandbox in the Greater China region, where he led business development on digital asset transformation projects for a portfolio of brands across industries.

Earlier in his career, Bruce built an established career in global corporate banking, managing substantial credit portfolios and relationships with leading local and international conglomerates.

Director, Head of Research, Portfolio Manager , ChinaAMC (HK)

Mr. Jun ZHANG is Director, Head of Research, and Portfolio Manager at ChinaAMC(HK). Previously, Mr. ZHANG worked in China Asset Management Co., Ltd. From 2012 to 2018, as the leader of the pharmaceutical team responsible for pharmaceutical industry research. 

Mr. ZHANG graduated from Peking University with a bachelor's degree in life sciences and a bachelor's degree in economics, and studied at the University of Hong Kong with a master's degree in economics.

Mr. Jun ZHANG is Director, Head of Research, and Portfolio Manager at ChinaAMC(HK). Previously, Mr. ZHANG worked in China Asset Management Co., Ltd. From 2012 to 2018, as the leader of the pharmaceutical team responsible for pharmaceutical industry research. 

Mr. ZHANG graduated from Peking University with a bachelor's degree in life sciences and a bachelor's degree in economics, and studied at the University of Hong Kong with a master's degree in economics.