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Agenda

Tuesday March 26, 2019

8:00

Breakfast

L6 Credit Suisse Lounge and Lower Lobby Ballroom Foyer

8:30 - 9:20

Plenary Session
Ballroom 2

Keynote Address
Are Federal Reserve Balance Sheet decisions an important factor in recent market volatility?

Session overview

Eric Rosengren
President and CEO, Federal Reserve Bank of Boston
View bio

9:20 - 9:30

Coffee Break

Stream 1:
Ballroom 1

Stream 2:
Ballroom 2

Stream 3:
Ballroom 3

Stream 4:
Chatham Room Level 7

9:30 - 10:20

Standard Chartered [2888.HK]

Bill Winters
Group CEO
Hong Kong/ Financials

In Conversation
China’s political future — how will political trends and social factors affect its course?

Session overview

Minxin Pei
Professor of Government, Claremont McKenna College; specialist in governance in China and in US-Asia relations
View bio

Baidu
[BIDU.OQ]

Sharon Ng
IR Director
China/ Communication Services

Recovery ongoing but warning signs emerging?

View presentation

Alex Redman
Global Emerging Markets Strategist, Credit Suisse
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10:30 - 11:20

Asia strategy — the pause that refreshes

View presentation

Dan Fineman
Co-Head of Equity Strategy, Asia Pacific, Credit Suisse
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Address
What are the impacts of technology transformation on global exchanges?

Session overview

View presentation

Charles Li
Chief Executive, Hong Kong Exchanges and Clearing Limited
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58.com
[WUBA.N]

Hao Zhou
CFO
China/ Communication Services

Why is 'New Malaysia' disappointing so many?

View presentation

Stephen Hagger
Head of Equities and Country Head, Malaysia, Credit Suisse
View bio

11:30 - 12:20

Panel
Transition from generics to biotech — attractive opportunities ahead

Anubhav Aggarwal
Healthcare and Basic Materials Analyst, India, Credit Suisse
View bio >

Ray Kim
Healthcare and Media Analyst, Korea, Credit Suisse
View bio >

Serena Shao
Head of Healthcare Research, China, Credit Suisse
View bio >

Jerry Su
Technology and Healthcare Analyst, Taiwan, Credit Suisse
View bio >

Address
How will e-learning reshape the education system globally?

Session overview

Byju Raveendran
Founder and CEO, BYJU'S
View bio

Lufax

James Zheng
CFO
China/ Financials

Panel
Digital payment — will Asia show the way?

Varun Ahuja
Telecoms and Internet Analyst, Asia Pacific, Credit Suisse
View bio >

Thomas Chong
Head of Internet Research, Asia Pacific, Credit Suisse
View bio >

Ashish Gupta
Head of Equity Research, India, Financials, Asia Pacific, Credit Suisse
View bio >

12:30 - 13:50

Luncheon Panel
For a good cause — can profits and purpose co-exist?

Island Ballroom, Island Shangri-La

Session overview

NiQ Lai
Co-Owner and CEO, Hong Kong Broadband Network Limited 
View bio >

Victoria Tsai
Founder and Chief Treasure Hunter, Tatcha 
View bio >

Moderator: John Wood, Founder, Room to Read
View bio >

Stream 1:
Ballroom 1

Stream 2:
Ballroom 2

Stream 3:
ASEAN – Ballroom 3

Stream 4:
Chatham Room Level 7

14:00 - 14:50

Address
Where’s the next leap in technology innovation in China?

Session overview

Richard Liu
Founding Partner, Morningside Venture Capital
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Address
Disrupting geography – is the world coming together or falling apart?

Session overview

Parag Khanna
Global strategy advisor, bestselling author and Founder/Managing Partner, FutureMap
View bio

AirAsia Group Bhd
[AIRA.KL]

Tony Fernandes Group CEO
Malaysia/ Consumer Discretionary

Panel
The rising dominance of the young Asian consumer

Eugene Klerk
Head of Global Thematic Research and Equity Research Product Manager, Europe, Credit Suisse
View bio >

Arnab Mitra
Consumer Analyst, India, Credit Suisse 
View bio >

Michael Shen
Consumer Analyst, Hong Kong/China, Credit Suisse
View bio >

Tony Wang
Consumer Analyst, Hong Kong/China, Credit Suisse
View bio >

15:00 - 15:50

Tingyi Cayman Islands
[0322.HK]

James Wei
CEO
Hong Kong/ Consumer Staples

China equity strategy — constrained relaxation?

View presentation

Vincent Chan
Head of Equity Strategy, China, Credit Suisse
View bio

Panel
New political capital? What does Malaysia’s electoral upset mean for its capital markets?

Dato’ Abdul Rahman Ahmad
President and Group Chief Executive, Permodalan Nasional Berhad 
View bio >

Datuk Shahril Ridza Ridzuan
Managing Director, Khazanah Nasional Berhad 
View bio >

Datuk Syed Zaid Albar
Chairman, Securities Commission Malaysia 
View bio >

Datuk Umar Swift
CEO, Bursa Malaysia Berhad  
View bio >

HOLT macro overview — re-evaluating opportunities after a strong Q1?

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Michel Lerner
Global Co-Head of HOLT, Credit Suisse
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16:00 - 16:50

Panel
China’s globalized asset managers — are they change-agents for its financial industry?

Chen Ding
CEO, CSOP Asset Management Limited
View bio >

Haiying Qi
Executive Director and Deputy CEO, Guotai Junan International Holdings Limited
View bio >

Le Zhang
Managing Director, Taikang Asset Management (Hong Kong)
View bio >

Panel
Incredible India — after a record-breaking year, where next for its digital economy?

Gaurav Gupta
Co-Founder and Chief Operating Officer, Zomato
View bio >

Harsh Jain
CEO and Co-Founder, Dream11
View bio >

Harshvardhan Lunia
Co-Founder and CEO, Lendingkart
View bio >

Panel
What will shape the future of ASEAN politics and business?

Federico Ferrara
Associate Professor and Associate Head, Department of Asian and International Studies, City University of Hong Kong 
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Karim Raslan
Founder, KRA Group 
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Datuk Shahril Ridza Ridzuan
Managing Director, Khazanah Nasional Berhad
View bio >

Panel
Online lending — how are financial technology platforms revolutionizing the delivery of consumer credit in APAC?

Simon Loong
Founder and CEO, Welab
View bio >

Gordon Hu
Co-Founder and CTO, Akulaku

Priya Sharma
Founder and CFO, ZestMoney
View bio >

Moderator: Patrick Kaye, Asset Finance, Asia Pacific, Credit Suisse

17:00 - 17:50

Address
Is there room for disruption in China’s hospitality industry?

Session overview

Wilson Li
CFO and Business Partner, OYO China
View bio

India strategy – how long will the financial headwinds continue?

View presentation

Neelkanth Mishra
Equity Strategist, India, Credit Suisse
View bio

Panel
Can Southeast Asia realize the potential of e-payments?

Varun Mittal
Global Emerging Markets Fintech Leader, EY
View bio >

Anthony Thomas
President and CEO, Mynt, Philippines (FinTech arm of Globe Telecom, Ant Financial and Ayala Corp) 
View bio >

Pagination

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