China Alternative Market Seminar: Fixed Income and Digital Technology

Allocate to China (“ATC”) Initiative is a research-based communication platform bringing together global investors, asset managers and other stakeholders to share views and insights on various key themes relating to China capital market. The ATC Initiative event series is hosted by its Strategic Partners on a rotational basis in key financial centres.

Standards Board for Alternative Investments (SBAI) is a standard-setting body for the alternative investment industry and custodian of the Alternative Investment Standards. The SBAI provides a powerful mechanism for creating a framework of transparency, integrity and good governance which improves how the alternative investment industry operates, facilitates investor due diligence and complements public policy.

This joint event in Shanghai brings global investors and asset managers into a discussion on two trendy themes: 1, the open-up of China’s bond market and the opportunity this brings to global investors; 2, the adoption of digital technology (AI, big data, etc) in asset management globally and in China market. The event aims to facilitate deep professional dialogue between global investors who have an increasing interest in the China market and asset managers who have real expertise and insight to share.

Event Agenda:

2:00 pm         Registration

2:00 – 2:10    Welcome remarks and event introduction:

Sun Wei, ATC Initiative Founder / Director, Lujiazui Financial City London Office

2:10 – 2:15     Welcome remarks:

Zhou Li, Vise President and Co-founder, Wind Information

2:15 – 2:30     Overview of SBAI Initiatives:

Thomas Deinet, Executive Director, SBAI

2:30 – 2:55     Update Report: SBAI China Working Group:

Comparison of Alternative Investment Standards to Chinese regulation

2:55 – 3:55      Panel Discussion 1: China Fixed Income and Bond Markets: State of Play

• (International) Institutional investor and manager perspective: opportunities and risks;
• Development in the high-yield market;
• Outlook for alternative investment in China debt market.

Panelists:

Ted Lee, Managing Director, CPPIB;

Jason Tan, Orchard Global Asset Management;

Zhang Yihan, Deputy GM, Fixed Income, Aijian Securities;

Zhang Yong, Research and Investment Director, Fixed Income, Capital Corise;

LGIM (Tbc).

3:55 – 4:10       Coffee break

4:10 – 5:10       Panel discussion 2: Big Data and Artificial Intelligence in Asset Management

• What is the frontier of use of machine learning and AI in asset management?
• What “new” data is being exploited?
• Legal and compliance considerations ;
• Vendor due diligence – what are the pitfalls?
• Data on-boarding workflow.

Panelists:

Fred Tian, Head of Investment Solutions, Winton Capital Asia;

Yiping Wang, CEO & CIO, Jasper Capital International;

Jinqi Zhang，Manager Director of Quant and Derivatives Department;

David Williams, Partner, Simmons and Simmons.

5:10 pm             Drinks reception