Agenda

Day 1 - September 4

08:00 - 08:50

Breakfast & Registration

08:55 - 09:00

Opening Remarks

Mr. Takeshi NISHIDA

President and Senior Managing Director, Nomura International (Hong Kong) Limited

(Grand Ballroom - LG1)

09:00 - 09:50

Panel Discussion: Global economic outlook: Beware of the "S" word

Moderator:

Mr. Robert SUBBARAMAN, Head of Emerging Markets Economics and Asia ex-Japan Fixed Income Research, Nomura

Panelists:

Mr. Andy CATES, Head of Developed Markets Economics, Nomura

Mr. Ting LU, Chief China Economist, Nomura

Mr. Takeshi MIWA, Chief Japan Economist, Nomura

(Grand Ballroom - LG1)

10:00 - 10:50

Presentation: What is BAT investing in Southeast Asia? | Fireside Chat: Chinese online gaming industry: quest for the next driver

​- Presentation: What is BAT investing in Southeast Asia? -

Moderator:

Mr. Andrew ORCHARD, ASEAN and China Internet & Media Research Analyst, Asia ex-Japan, Nomura

Speaker:

Mr. Sheji HO, Group Chief Marketing Officer, aCommerce

(Oriental I)

​- Fireside Chat: Chinese online gaming industry: quest for the next driver -

Moderator:

Mr. Jialong SHI, Head of China Internet & New Media Equity Research, Nomura

Speaker:

Mr. Hong TAO, CEO, GameLook

(Oriental II)

10:50 - 11:00

Morning Refreshments

(Grand Ballroom - LG 1)

11:00 - 11:50

Presentation: Consumer trend in present-day Japan | 3D Sensing market – the rising opportunities and challenges

- Presentation: Consumer trend in present-day Japan -

Moderator:

Mr. Ting LU, Chief China Economist, Nomura

Speaker:

Mr. Atsushi MIURA, Author of The Rise of Sharing: Fourth-Stage Consumer Society in Japan

(Oriental I)

- Presentation: 3D Sensing market – the rising opportunities and challenges -

Moderator:

Mr. Donnie TENG, Analyst, Greater China Semiconductor & Technology Research

 

Speaker:

Mr. Marco CHEN, Greater China CEO, Mantis Vision

(Oriental II)

12:00 - 13:20

Lunch Keynote Address: Financial market amid the power struggle between East and West

Moderator:

Mr. Ting LU, Chief China Economist, Nomura

Speaker:

Mr. Andrew SHENG, Distinguished Fellow of Asia Global Institute, The University of Hong Kong

(Grand Ballroom - LG1)

13:30 - 14:20

Panel Discussion: China semiconductor - Domestic alternatives to US suppliers | Asia USD bond market outlook

 - Panel Discussion: China semiconductor - Domestic alternatives to US suppliers - 

Moderators:

Mr. Aaron JENG, Head of Taiwan Equity Research, Nomura

Panelists:

Mr. Vincent GU, Consultant, ICWise 

Mr. Roger SHENG, Research Vice President, Gartner, Inc 

(Oriental I)

- Panel Discussion: Asia USD bond market outlook - 

Moderator:

Ms. Annisa LEE, Head of Flow Credit Desk Analyst, Asia ex-Japan, Nomura

 

Panelist:

Mr. Eric LIU, Senior Portfolio Manager, Manulife

Mr. Ting LU, Chief China Economist, Nomura

Mr. Yu Fei ZHUANG, Portfolio Manager, Hua An Fund Management Co. Ltd

(Oriental II)

14:30 - 15:20

Presentation: Affordable Innovation - The Historical opportunities and strategies for Biologics in China | Nomura Quantitative investment strategies

 - Presentation: Affordable Innovation - The Historical opportunities and strategies for Biologics in China - 

Moderator:

Ms. Stella XING, Analyst, China Health Care & Pharmaceuticals, Nomura

Speaker:

Dr. Zidong ZHANG, Chief Financial Officer, Shanghai Henlius Biotech, Inc.

(Oriental I)

 - Nomura Quantitative investment strategies - 

Speaker:

Mr. Chien-Hua CHEN, Head of Quantitative Strategies, Asia ex-Japan, Nomura

(Oriental II)

15:20 - 15:30

Afternoon Refreshments

15:30 - 16:20

Panel Discussion: China autos' near-term challenges & long-term moves to reshape the industry | Presentation: Asia FX and China fixed income strategy

 - Panel Discussion: China autos' near-term challenges & long-term moves to reshape the industry - 

Moderator:

Mr. Benjamin LO, Head of Regional Conglomerates and China Autos Research, Nomura

Panelists:

Mr. Atticus ZHAO, Senior Associate, King & Wood Mallesons

Ms. Xuehong LANG, Deputy Secretary-General, Industry China Automobile Dealer Association (CADA)

(Oriental I)

 - Presentation: Asia FX and China fixed income strategy - 

Speakers:

Mr. Craig CHAN, Global Head of EM Strategy, Asia ex-Japan, Nomura

Mr. Albert LEUNG, Northeast Asia Rates Strategist, Nomura

(Oriental II)

16:30 - 17:20

Fireside Chat: Optical fingerprint reaty to take off now? | Presentation: DM Rates Strategy: How to trade nomalisation abnormal times

 - Fireside Chat: Optical fingerprint reaty to take off now? - 

Moderators:

Mr. Aaron JENG, Head of Taiwan Equity Research, Nomura

Speaker:

Mr. Ketao LU, Marketing & Sales Director, Shanghai Oxi Technology Co. Ltd

(Oriental I)

- Presentation: DM Rates Strategy: How to trade nomalisation abnormal times - 

Speaker:

Mr. Andy Chaytor, Head of European Rates Strategy, Nomura

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Day 2 - September 5

08:00 - 08:50

Breakfast & Registration

09:00 - 09:50

Keynote Address: China-style easing – A solution to slowing growth?

Moderator:

Mr. Ting LU, Chief China Economist, Nomura

Speaker:

Prof. Jun ZHANG, Dean, School of Economics, Director, China Center for Economic Studies at Fudan University, Shanghai

(Grand Ballroom - LG1)

10:00 - 10:50

Keynote Address: Life after Google - New trends that could disrupt the internet as we know it

Moderator:

Mr. Trevor KALCIC, Research Managing Director, Head of ASEAN Research, Nomura

Speaker:

Mr. George GILDER, Leading economic and technological thinkers, author of Life After Google: The Fall of Big Data and the Rise of the Blockchain Economy

(Grand Ballroom - LG1)

10:50 - 11:00

Morning Refreshments

(Grand Ballroom - LG 1)

11:00 - 11:50

Panel Discussion: ESG investing gaining traction in China | China’s digital ads: Winners and losers amidst slowing user traffic growth

- ESG investing gaining traction in China -

Moderator:

Ms. Yiran ZHONG, Greater China Strategist, Nomura

Panelists:

Mr. Thomas KWAN, CIO, Harvest Global Investments

Ms. Qifeng CHEN, Manager, Green Finance Department, Institute Of Public & Environmental Affairs (IPE)

Ms. Jingmin HU, Associate, ESG Research, MSCI

(Oriental I)

- China’s digital ads: Winners and losers amidst slowing user traffic growth -

Moderator:

Mr. Jialong SHI, Head of China Internet & New Media Equity Research, Nomura

 

Panelist:

Mr. Jian TANG, Director, Chief Operating Officer, Chief Technology Officer, and Co-Founder, iClick

Mr. Calvin CHAN, COO, AdMaster

(Oriental II)

12:00 - 13:20

Lunch Keynote Address: Deleveraging: Lessons from Japan

Speaker:

Mr. Richard KOO, Chief Economist, Nomura Research Institute

(Grand Ballroom - LG1)

13:30 - 14:20

Presentation: China property: Long term trends for the domestic residential rental market | Presentation: China natural gas outlook

 - China property: Long term trends for the domestic residential rental market - 

Moderators:

Mr. Tony CHEN, Credit Desk Analyst, Global Markets, Nomura

Speakers:

Mr. Yuan LIU, Head of Research, Centaline Property Agency

(Oriental I)

- China natural gas outlook - 

Moderator:

Mr. Lin CHEN, Head of Greater China Energy Research, Nomura

 

Speaker:

Mr. Jiao Feng GUO, Researcher, Development Research Center of the State Council (DRC)

(Oriental II)

14:30 - 15:20

Panel Discussion: Exuberant demand in China EV & ADAS market | Fireside Chat: Recent insurance regulatory changes and the resulting impact on industry growth

 - Exuberant demand in China EV & ADAS market - 

Moderator:

Mr. Jamie WANG, Analyst,Greater China Energy / Material, Nomura

Panelists:

Mr. Mo KE, Lithium Industry Analyst, RealLi Research

Ms. Lu HONG, Cobalt and Lithium Analyst, Shanghai Metals Market (SMM)

(Oriental I)

 - Recent insurance regulatory changes and the resulting impact on industry growth - 

Moderator:

Mr. Shengbo TANG, Head of HK/China Non-Bank Financials Research, Nomura

Speaker:

Mr. Jonathan ZHAO, Managing Partner, Asia Pacific Financial Services Transaction Advisory Services and Asia Pacific Insurance Practice Leader, E&Y Asia-Pacific Serv (HK) Ltd

(Oriental II)

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