6 TH A NNUAL
C ROSS S TRAITS
P ENSION S YSTEM F ORUM
第六屆兩岸四地養老保險研討會
Navigating Investment Practices for
Retirement Savings
探索退休金投資最新發展及國際經驗
23 October 2014 (Thursday)
Harbour Grand Hong Kong
Jointly Hosted By
The annual Cross Straits Pension System Forum,
convened by the HKRSA since 2009, will enter its
6th year this year. High level delegations from Beijing,
Taiwan, Macau and Hong Kong will gather in HK on 23
October 2014 to exchange ideas and the latest
development on pension issues in the Greater China
Region.
Co-organisers
Speakers include
Madam Wang Jianlun
Chairman of CSIA and Former Vice
Minister of MOLSS (now MOHRSS)
Madam Zhang Hao
Counsel, Fund Supervision Department,
MOHRSS
Mr Ip Peng Kin
President of Administrative Committee,
Social Security Fund, Government of
Macao SAR
台灣退休基金協會
澳門社會保障學會
Pension Fund Association in Taiwan
Macau Social Security Society
Date
Time
: Thursday, 23 October 2014
: 8:30am to 5:00pm (with lunch provided)
Venue
: Harbour Grand Hong Kong,
23 Oil Street, North Point, HK
Language : Putonghua with English S.I.
Mr Darren McShane
Chief Regulation and Policy Officer &
Executive Director, MPFA
Gold Sponsors
Mr Chua Hoi Wai,
Chief Executive, HKCSS
The Forum will provide an excellent opportunity to
meet senior officials and others on key matters of
mutual concern and interest within Greater China. This
important event has been in planning for the past
year. Cross-border employers with pension schemes,
service providers, investment community, consultants,
government, regulatory and academic experts would
find it interesting and useful to attend.
Silver Sponsors
Luncheon Sponsor
The Hong Kong Retirement Schemes Association, 2202, Tower 2, Lippo Centre, 89 Queensway, Hong Kong
Tel: (852) 2147 0090
I
Fax: (852) 2147 3690
I
Email: [email protected]
Dinner Sponsor
www.hkrsa.org.hk
23 October 2014 (Thursday)
Harbour Grand Hong Kong
Preliminary Agenda
8:15am
Registration
9:00am
Welcome Remarks
• Ms Yvonne Sin, Chairman, The Hong Kong Retirement Schemes Association
• Mr Chua Hoi Wai, Chief Executive, The Hong Kong Council of Social Service
9:15am
Keynote Address by Government Representative
A principal official (TBC), the HKSAR Government
9:30am
Opening Remarks by Heads of 4 Delegations
• Mainland China: Madam Wang Jianlun, Chairman, China Social Security Association
• Taiwan: Ms Grace Lee, Chairperson, Pension Fund Association in Taiwan and Member of the National Pension Supervisory
Committee, Ministry of Health and Welfare, Taiwan
• Macau: Dr Chan Kin Sun, Chairman, Macau Social Security Society
• Hong Kong: Ms Ka Shi Lau, BBS, Forum Convenor, The Hong Kong Retirement Schemes Association
9:50am
Session 1 : Each Region’s Holistic Approach to Retirement Protection and Update on Its Recent Developments
Chair
: Madam Wang Jianlun, Chairman, China Social Security Association
Speakers : • Mainland China: Madam Zhang Hao, Counsel, Fund Supervision Department, Ministry of Human Resources and
Social Security
• Taiwan: Mr Hong-Chih Huang, Director, Pension Fund Association in Taiwan and Professor, Department of Risk
Management & Insurance, National Chengchi University
• Macau: Mr Ip Peng Kin, President of Administrative Committee, Social Security Fund, Government of Macao Special
Administrative Region
• Hong Kong: Mr Chua Hoi Wai, Chief Executive, The Hong Kong Council of Social Service
11:05am
Networking Break
11:25am
Session 2 : Exploring Choices and Designs of Default Fund for Member Choice Schemes and the Importance of Investment
Education
Chair
: Mr Darren McShane, Chief Regulation and Policy Officer & Executive Director, Mandatory Provident Fund Schemes
Authority
Panelists : • Ms Nancy Chan, General Manager - Human Resource Services, Group Human Resources, Jardine Matheson Ltd
• Ms Lesley-Ann Morgan, Head of Global Strategic Solutions, Schroder Investment Management Limited
12:25pm
Session 3 : Unconstrained Fixed Income Investing and Implications for Pension Plans
Speaker : Mr Vivek Ahuja, Portfolio Manager, Franklin Templeton Fixed Income Group, Franklin Templeton Investments
12:40pm
Luncheon
2:00pm
Session 4 : Necessity for Post Retirement Income – Policy, Options and Products
Chair
: Mr Frank Liu, Vice Chairman, Taiwan Pension Fund Association
Speakers : • Mainland China: Professor Xi Heng, CSIA / Northwest University
• Taiwan: Mr James Hwang, Convenor of the Board of Supervisors of Pension Fund Association in Taiwan and
President, Franklin Templeton SinoAm Securities Investment Management Inc.
• Hong Kong: Mr Richard Chiu, CFA, Director, Investment Products Specialist, MFS Investment Management on Long
Term Investing Including Post Retirement for Members of Pension Schemes
3:00pm
Session 5 : Building on Breadth and Understanding Assets: Robust Growth Portfolios for Retirement Schemes
Speaker : Mr Michael Spinks, Co-Head of Multi-Asset, Investec Asset Management
3:15pm
Networking Break
3:35pm
Session 6
Chair
Speaker
Panelists
4:50pm
Closing Remarks
Ms Ka Shi Lau, BBS, Forum Convenor, The Hong Kong Retirement Schemes Association
5:00pm
End of Forum
: Achieving Better Investment Return/Risk Profile for Pension Funds - Alternative Assets for Pension Investments
: Ms Vanessa Wang, The Hong Kong Retirement Schemes Association
: Introduction Presentation by Mr Michael Spinks, Co-Head of Multi-Asset, Investec Asset Management
: • Mr Tim Jowett, Vice President, Asia Pacific Investment Research, Heitman
• Alternative Investment Management Association (representative TBC)
6 TH A NNUAL
C ROSS S TRAITS
P ENSION S YSTEM F ORUM
第六屆兩岸四地養老保險研討會
Navigating Investment Practices for
Retirement Savings
探索退休金投資最新發展及國際經驗
23 October 2014 (Thursday) | Harbour Grand Hong Kong, 23 Oil Street, North Point, HK
Enrolment Form
(Fax to 2147 3690)
Name of Participant(s):
Title of Position(s):
Company Name:
Company Address:
Contact Person:
Email Address:
Contact Telephone:
Fax:
Registration Fee:
Category
QTY
Non-member @ HK$1,000
X
Member @HK$850
X
Total Amount Payable (HK$)
Payment Method
•
Please send your cheque together with a copy of this form to “HKRSA, 2202, Tower 2, Lippo Centre, 89 Queensway,
Hong Kong”.
•
Cheques should be made payable to “The Hong Kong Retirement Schemes Association”.
•
Deadline for registration and payment is Tuesday, 14 October 2014 .
Notes
•
The full amount will be charged for registration and NON-ATTENDANCE unless written cancellation is received on or
by Tuesday, 14 October 2014.
•
In the event of cancellation due to bad weather, the forums will be re-scheduled. Fees will not be refunded.
•
The HKRSA reserves the right to alter the contents and/or speakers of this event.
The Hong Kong Retirement Schemes Association, 2202, Tower 2, Lippo Centre, 89 Queensway, Hong Kong
Tel: (852) 2147 0090
I
Fax: (852) 2147 3690
I
Email: [email protected]
www.hkrsa.org.hk