The 4th Annual Taiwan ETF Forum - ETFs and ETPs: Tapping into New Opportunities

Event Code:
Event Type: Roundtables
Date: 01 November 2017
Time: Whole Day Event
Venue: The Westin Taipei
Contact: Betty Kiang
Telephone: 25477331
Event Description

Please see Photo Gallery

Asia Asset Management is organising its 4th Annual Taiwan ETF Forum on November 1, 2017 at The Westin Taipei.

ETFs and ETPs: Tapping into New Opportunities

Topics for discussion:

  • Emerging Technology in Asset Management
  • Passive Ways Manage Risk with Commodities and Beyond
  • Tactical Allocation Tool: ETF
  • Smart Beta ETF Innovation and Applications

Plus five panel discussions:

  • Effective Trading Strategies Using ETFs
  • Perspectives from Regional Exchanges: Key Trends Shaping the Landscape
  • Role of Advisers and Wealth Managers: Considerations for Clients
  • Investing in the New World Order: Active and Passive Challenges
  • Innovation: The Heart and Soul of the Industry


  • Chi-Hsien Lee, Chairman & President, Taiwan Stock Exchange (TWSE)
  • Heidi Cai, Vice President, BlackRock
  • Clarence Chan, Managing Director, Head of ETF Asia, BMO Global Asset Management (Asia) Limited
  • Mahdzir Othman, Director, Securities Market, Commercial & Development, Bursa Malaysia Berhad
  • Andy Chang, President and CEO, Cathay Securities Investment Trust Co., Ltd.
  • Henry Chang, Head of Quant and Investment Link Product Division/Vice President, Cathay Securities Investment Trust Co., Ltd.
  • Larry Cao, Director, Content, Asia Pacific, CFA Institute, Hong Kong Office
  • Tobias Bland, Chief Executive Officer, Enhanced Investment Products (EIP)
  • Patrick Chung-Wen Liao, Senior Vice President, Quantitative and Index Investment Department, Fubon Asset Management Co., Ltd.
  • Darren Hsu, Vice President, Fuh Hwa Securities Investment Trust Co., Ltd.
  • Tariq Dennison, Portfolio Manager, GFM Asset Management
  • Donna Chen, Founder & President, Keystone Intelligence Inc.
  • Jackie Choy, Director of ETF Research, Asia, Morningstar Investment Management Asia Limited
  • Chris Tse, Head of Asia Pacific Index Services, Nasdaq Global Information Services
  • Koei Imai, Head of ETF Center, Nikko Asset Management Co., Ltd.
  • David Lai, Partner and Co-Chief Investment Officer, Premia Partners Company Limited
  • Jodie Gunzberg, Managing Director, Global Head of Commodities and Real Assets Indices, S&P Dow Jones Indices
  • Tianyin Cheng, Director, Strategy and ESG Indices, S&P Dow Jones Indices
  • Pony Bo-Li Huang, Senior Vice President, Corporate Planning and Strategy Department, Taiwan Stock Exchange (TWSE)
  • Mark Lee, Chief Representative, Tokyo Stock Exchange, Inc. Hong Kong Representative Office
  • David Quah, Co-Managing Director, Quantitative Investment Solutions, Value Partners Limited
  • Jackson Loi, Managing Director, Institutional Business, Vanguard Investments Hong Kong Limited
  • Betty T.P. Chen, Senior Vice President, Head of ETF Business Development, Index and Quantitative Investment Division, Yuanta Securities Investment Trust
  • Alex Huang, Executive Vice President, Head of Index and Quantitative Investment, Yuanta Securities Investment Trust

Download Registration Form

Who will attend?

Institutional investors and asset owners including pensions, insurance companies, endowments, foundations, big finance groups, SWF, banks, private wealth and custodians, regulators etc.

Lead and Co sponsorships are now available! 

For sponsorship opportunities, please contact Veronica Chung ( / Betty Kiang (

Lead Sponsor
Associate Sponsor
Supporting Organisations


  • N/A
  • Note: Entrance to the conference will NOT be granted for reservations not paid prior to the event.


Substitution will be accepted at NO Extra charge with prior notice. Please provide the name & title of the substitute delegate at least 2 working days prior to the event.


If you wish to cancel your reservation to this event, please send an email to Betty Kiang at or call at 25477331. There will be an administration fee of 20% for all cancellations on or before 02 October 2017. Regrettably, no full nor partial refund will be given for cancellation received after this date.


The Organizer, Asia Asset Management (“AAM”), reserves the right to make any amendments, cancel and/or change the programme, speaker, date or venue if warranted by circumstances beyond its control. In the unlikely event of programme cancellation by AAM then a full refund of the fee payment will be made but AAM disclaims any further liability.