Chief Officer Series
Robo Advisor 2.0

In May 2017, the Securities and Futures Commission launched a three-month consultation on proposed Guidelines on Online Distribution and Advisory Platforms. Key points to ponder are:
  • What are the proposed guidelines set out for the consultation?
  • How Fintech companies can comply?

We have invited Ms Li Ting, Chief Executive Officer of Yunfeng Financial Group, to share her views from the market practitioner’s perspective:
  • Traditional advisors vs. Robo advisors, and how Robo advisors fill up the market servicing gap and achieve inclusive finance
  • Robo advisors 1.0 vs. Robo advisors 2.0
    • Asset Allocation vs. Asset Allocation + Fund Manager Selection
    • ETF (β) vs. Mutual Fund (β + α)
    • Strategic asset allocation vs. Tactical asset allocation

Speaker: Ms Li Ting
Speaker: Chief Executive Officer
Speaker: Yunfeng Financial Group

 


Event Code : ESCOS17072001
Date : 20/07/2017 (Thursday)
Time : 12:00pm - 12:20pm   Registration & Light Sandwich Lunch
12:20pm - 1:20pm     Seminar / Q & A
Venue : Hong Kong Securities and Investment Institute
5/F, Wing On Centre, 111 Connaught Road Central, Hong Kong
Language : English
Hours : 1 CPT hour recognised by SFC
1 OPT hour recognised by PWMA
(Participants MUST attend the whole seminar including the question & answer session. Otherwise, NO/ZERO CPT/OPT hour will be given.)
Price :

HK$210 for Members*
HK$380 for Non-members

*HKSI Institute Individual Members and staff of Corporate Members

Seats are limited, so register NOW !
For further enquiries, please call our Hotline on 3120 6100.