Morningstar Asia Announces Speakers, Agenda for Inaugural Pan-Asian Investment Conference

Keynote speakers include Professor KC Chan, secretary for Financial Services and Treasury, Hong Kong S.A.R.; Morningstar founder and CEO Joe Mansueto; GaveKal Dragonomics’ head of research Arthur Kroeber; and First State Investment’s director of greater China equities, Martin Lau

Nelly Poon 04 June, 2014 | 11:20
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Morningstar Asia will host its inaugural investment conference in Asia for financial institutions on Thursday, June 12, at the Mandarin Oriental Hong Kong.

Professor KC Chan, secretary for Financial Services and the Treasury of Hong Kong S.A.R., will present the morning keynote speech about the Renminbi (RMB) and the asset management industry, followed by Joe Mansueto, founder and chief executive officer of Morningstar, Inc. Other keynote speakers are Arthur Kroeber,head of research for Gavekal Dragonomics, who will offer a macro-economic briefing, and Martin Lau, director of greater China equities at First State Investments, who will speak about the development of Asia’s asset management industry.

The theme for Morningstar Investment Conference in Asia is ‘Income, Growth, and Alpha’. Agenda includes analysis on the current macro-economic and regulatory environment for Asian investors as well as key, bottom-up security selection issues.

Panel Sessions

  • Christina Chung, head of greater China Equity, Allianz Global Investors; Nicholas Yeo, director and head of China/ Hong Kong equities, Aberdeen Asset Management; and Sam le Cornu, senior portfolio manager, Asian listed equities, Macquarie Investment Management, will discuss issues ranging from corporate governance to benchmark composition and outline how they identify opportunities in this challenging market.
  • Stephen Chang, managing director of Asian fixed income, JPMorgan; Robert Mead, managing director and head of Asia Pacific credit, PIMCO; and Emil Nguy, founding partner and group chief investment officer, Income Partners, will share their views about market development and identify key areas of opportunities and risks for investors.
  • Douglas Yones,head of ETFs, Asia, Vanguard; Jane Leung, managing director and head of iShares, Asia Pacific;and Chen Ding, CEO, CSOP Asset Management, will discuss how much of the income, growth, and alpha opportunities mentioned during the day can be applied through the use of the growing crop of cost-effective exchange-traded funds (ETFs).
  • Andrew Lill, chief investment officer, Asia Pacific, Morningstar’s Investment Management group; Wing Chan, director of manager research, Asia; Scott Burns, director of global manager research; and Jin Tao, director of Morningstar Investment Management Asia, will address major investment themes, from securing income to seeking capital growth and alpha to provide guidelines about how to apply these ideas to build and manage client portfolios.

Research Capabilities Sessions

Morningstar’s Burns will discuss what asset flows say about global investment trends, and Thomas Idzorek, president of Morningstar Investment Management, will review the traditional Markowitz model and explore a number of alternatives as well as the future development of portfolio construction. Joel Bloomer, Morningstar’s head of equity and credit research, Asia Pacific, will shed light on the relevance of economic moats, or sustainable competitive advantages, in securities analysis.

More Information

More information about the Morningstar Investment Conference in Asia, including the full agenda, hotel accommodation, registration, and continuing-education credits, is available at

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Nelly Poon  Nelly Poon is an editor with Morningstar.

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