Our Events

Capitalizing on China A-Shares Via StockConnect, RQFII & ETFs

Registration begins at 3.45pm and will conclude at 6.00pm, local time.

Hosted by: Brown Brothers Harriman

The IFIA would like to thank Brown Brothers Harriman for hosting this event.

Location
Brown Brothers Harriman, 13/F Man Yee Building, 68 Des Voeux Road Central, Hong Kong
Date
19 May 2015
Time
3.45pm - 6.00pm
3.45pm - 4.00pm - Registration
4.00pm - 4.10pm - Welcome

  • Scott McLaren, Senior Vice President & Head of Hong Kong Office, Brown Brothers Harriman
  • Pat Lardner , CEO IFIA

4.10pm - 4.40pm - Panel: RQFII & Why Ireland Is a Leader in ETFs

Moderator: 

  • Alan O’Sullivan, Senior Vice President, Relationship Management, Brown Brothers Harriman

Panelist:

  • James Martielli, Head of Portfolio Review, Asia, Vanguard
  • Conor MacGuinness, Director of Offshore Investment Services Europe, DMS
  • Lisa Kealy, Assurance Partner Audit Services, E&Y
  • Shay Lydon, Partner Asset Management, Matheson

4.45 pm - 5.00pm - Presentation: The Benefits of ICAVs & RQFII Tax

A presentation on the new ICAV structure and why its beneficial for investors along with a discussion of the tax issues that have become clearer for QFII & RQFII.

  • Loretta So, Tax Partner China, Ernst & Young 
  • Shane O’Donovan, Legal Counsel, Old Mutual Global Investors.

5.00pm - 5.45pm - Panel: Update on Stock Connect for UCITS Funds

Moderator:

  • Pat Lardner, CEO IFIA

Panellists:

  • Tae Yoo, Head of Client Business Development and FIX development, global markets division, Hong Kong Exchanges and Clearing
  • Michelle Lloyd, Associate, Registered Foreign Lawyer, Maples & Calder
  • Brad Okita, Managing Director, Greater China Investments, Neuberger Berman
  • Mary McCarthy, Vice President, Client Regulatory and Product Support , Statestreet

5.45pm - 6.00pm - Concluding remarks

Pat Lardner, CEO, IFIA

6.00 - 6.30pm - Refreshments and networking
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Biography
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