Asset Allocation: Insights on RMB Rates and FX
Join us for an afternoon session featuring two panel discussions where CICC HKAM and Bloomberg experts will discuss rates, FX and macro-economic considerations, as well as insights on RMB rates and FX amid the global recovery from COVID-19. We'll also hear from the HKEX on its role in maintaining a quality ETF market, and explore the role of Bloomberg Barclays Indices in the fixed income ETF market.
Speakers
Brian Roberts
Head of Exchange Traded Products
HKEX
As Head of Exchange Traded Products (ETPs), Brian is responsible for the development and management of HKEX’s exchange traded funds (ETFs) and leveraged and inverse (L&I) products, focusing on market development, client engagement and investor education. Brian joined in 2015 and brings over 10 years of ETF development and leadership experience to HKEX. Prior to HKEX, Brian was at Vanguard, where he was most recently Head of ETF Product Development Asia, focusing on developing their global ETF business. Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management.
Ning Lin
Managing Director
Head of CICC Hong Kong Asset Management
Mr. Lin has 21-year experience in financial industry. He started his career in investment banking at Lehman Brothers from 1999, and worked at Nomura International and Lehman Brothers before the merger in 2008 as the main trader of exotic rates, FX and hybrids portfolio in Asia across major G10 and EM currencies. From 2010 to 2016, he worked at UBS in Hong Kong as the Managing Director and fixed income trading head, and was also an Executive Officer representing UBS AG Hong Kong Branch under HKMA. Mr. Lin is the Partner and CEO of 9M Stone Capital Limited, a HK incorporated asset management firm. He holds a Master’s Degree in Business and is also a CFA charter-holder.
Shawn Shen
Vice President, Quantitative Portfolio Manager
CICC Hong Kong Asset Management
Mr. Shen has 10-year experience in financial industry and spent 6 years at FTSE Russell and Citi Fixed Income Indices leading the APAC fixed income research team which was responsible for designing quantitative investment strategies and producing smart beta and factor research in fixed income and multi-asset. As the lead author, he has published various research on factor investing in academic and commercial journals. He started at Citigroup in 2012 as a member of the Citi commodities research team based in New York and later in Hong Kong. Prior to Citi, he worked at BlackRock in San Francisco and Lombarda China Fund Management in Shanghai. Mr. Shen has a Master of Financial Engineering from UC Berkeley and a Bachelor of Science in Mathematics and Economics from the Hong Kong University of Science and Technology.
KEn Han
Institutional Trader
Flow Traders
Ken Han is a Senior Institutional Trader at Flow Traders, a global liquidity provider specialized in Exchange Traded Products. He is responsible for the relations with institutional investors across the region, pricing globally listed ETFs in all asset classes. Prior to joining Flow Traders, Ken has held roles in Singapore and Hong Kong at a global investment bank, providing banking solutions to Financial Institutions across Asia. Flow Traders is one of the largest ETF market makers in the World providing liquidity and highly competitive 2-way markets in more than 7000 ETFs globally. Flow Traders has frequently been named ETF Market Maker Asia-Pacific and Europe at the Global ETF Awards.
Wayne Curry
Head of Enterprise Sales, Hong Kong, South Korea & Taiwan
Bloomberg L.P.
Wayne Curry is head of Hong Kong, Taiwan & Korean enterprise sales at Bloomberg LP., the global business, financial information and news leader. Based in Hong Kong, Mr. Curry oversees regional strategy for Bloomberg’s financial products including the Bloomberg Professional service, the world's most trusted source of financial data, news and analytics. He leads a team that serves the financial information needs of leading corporations, regional banks, fund managers and the financial services industry. Mr. Curry has market expertise in foreign exchange, equities, fixed income, commodities and emerging/frontier markets. He joined Bloomberg in 2010 where he worked across a number of the firm’s offices including New York, Australia and Hong Kong, overseeing sales strategies & teams for buy-side, sell-side and corporations. He most recently led Bloomberg’s APAC corporations and commodities strategy. Mr. Curry received his Bachelor of Arts in Economics & History from the Maxwell School of Public Policy at Syracuse University.
Ji Zhuang
Head of Indices
Bloomberg
Chang Shu
Chief Asia Economist
Bloomberg L.P.
Chang Shu is the Chief Asia Economist for Bloomberg Economics. She previously worked as senior economist at the Bank for International Settlements and Hong Kong Monetary Authority. Her publications span analysis of the yuan and cross border linkages in Asian financial markets.
Jean Saw
Head of Index Sales and Relationship Management, Asia-Pacific
Bloomberg L.P.
Jean is responsible for building-out Bloomberg’s Multi Asset Index franchise in Asia-Pacific, and works closely with management to develop Business Strategy, Strategic Partnerships & Index Product across the enterprise solutions franchise. The Team aspires to bring an innovative perspective on the traditional world of indexing, providing independent and unbiased indices that leverage trusted quantitative data & research. Before Jean’s most recent adventure in developing Asia Pacific’s Multi-Asset Index franchise, Jean led the development and management of Bloomberg’s Mainland China Enterprise Solutions franchise across its 3 offices in Hong Kong, Shanghai and Beijing.