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2019 Global Asset Allocation Leaders Summit

Sep 4, 2019 - Sep 5, 2019

2019 Global Asset Allocation Leaders Summit

4th to 5th September 2019 | Shanghai, China – More




In the new economic environment after the international financial crisis, The Merrill clock,which is the classic investment theory, has begun to fail. How to deal with the “late cycle challenge” has triggered an urgent need for new logic in asset rotation. On the other hand, with the continuous development of reform and opening up and economic globalization, China has entered the wave of overall accelerated asset integration, and more and more domestic investors begin to realize the importance of global asset allocation.

Meanwhile, China is taking the lead in solving challenges by technology empowerment and innovation-driven while leading the global economy. In the rebalancing process of the global market mix, the value and necessity of joining the Chinese allocation are becoming more and more obvious. The new era of asset allocation is coming, which need waking up the market potential with globalization and looking for certainty in uncertainty.

Confirmed Speakers:

  • Chen DING,CEO | Chairperson,Chinese Asset Management Association of Hong Kong
  • Steven ZHANG, Managing Director, Chief Economist & Head of Research, Morgan Stanley Huaxin Securities
  • Ying TAN, President、General Manager, Russell Investment Management (Shanghai) Co. Ltd
  • Robert CHEN, Head of Asset Allocation and Passive Investments, Head of Asset Allocation Investment and Research Center, Harvest Global Investment Limited, Harvest Fund Management Co.,Ltd
  • Jacky TANG, Head of Portfolio Management Group丨Co-Head of Investment Strategy Group, Goldman Sachs
  • Ricky LI, Managing Director of Discretionary Investment, Gopher Asset Management
  • Brian Lou, Director丨Portfolio Manager, UBS Asset Management SH Ltd
  • Eva LAW, Founder & Chairman, Asia Co-Investors Club 丨Association of Private Bankers In Greater China Region
  • Ting GAO, CMO, China Merchants Asset Management (Hong Kong) Co., Ltd
  • Danny HE, Managing Director丨General Manager, BNP Paribas Overseas Investment Fund Management(Shanghai)Co., Ltd
  • Cecilia Shum, Managing Director, Bank of Singapore
  • Jeffrey Yap, Managing Director, HSBC Private Banking
  • Tao TENG, Managing Director of Greater China Financial Service, Accenture


  • 300+ management elites will get together
  • 30+ experts from governments、associations and global head asset management agencies will give excellent speeches
  • Important guests will exchange ideas that cover the whole ecology of the asset management institutions
  • Selected hot topics in industry, interpretation of the latest industry trends and policies

Key Issues:

  • The opportunities and challenges of asset allocation in 2020
  • New pattern of global asset allocation
  • How to enhance the ability of asset allocation under new environment
  • How to allocate large categories of assets when Merrill Clock failure
  • Global quantitative investment trends and application of hedge funds
  • How to select excellent asset allocation managers
  • Take advantage of the allocation of insurance funds and looking for quality assets from a global perspective
  • How to provide specialized, diversified and personalized asset allocation under the power of technology
  • The allocation tendency from fixed income assets to equity assets
  • Looking for certainty in uncertainty,alternative investment asset allocation strategy and investment management

Target Industries

  • The Asset Management Department of Banks 22%
  • Insurance Asset Management Company 20%
  • Fund Management Company 17%
  • Private Bank、Wealth Management Company、Securities Company、Trust Company、Family Office 15%
  • Financial Technology Company 8%
  • Alternative Investment Agency 7%
  • Law Office、Tax Office 6%
  • Credit Rating Agencies、Consultant companies 5%

Target Positions:

  • Chairman/Secretary General
  • President/Vice President、The General Manager/Deputy General Manager
  • Founder/CEO
  • CIO
  • CRO
  • CIO
  • CTO
  • CDO
  • Department Head/Director
  • Partner/ Managing Director

Registration & Fees:

  • Early Bird Registration Fee $1695 (Expires June 21)
  • Regular Registration Fee $2,095 ( June 21-Sep 3)

For More Information, please contact us

Alisa GAO
T: (86 21) 5242 8056 | F: (86 21) 5242 8141
E-mail :alisa.gao@shine-consultant.com


For more information: 2019 Global Asset Allocation Leaders Summit

Caproasia User: 10% discount code

Caproasia users have access to exclusive discount.  For more information, please contact your regional representative.  Caproasia Users: For financial professionals who advise clients or manage assets in Asia.