(Asset and Wealth Management Annual Regulatory Update 2018) Course 2 – Opportunities and Challenges of the WAM Industry
Speakers representing the industry will share their views on the opportunities and challenges of the asset and wealth management industry.
- What are the skill sets you'll need in the current market environment?
- What opportunities would arise from the collaboration between Mainland China and Hong Kong?
- Fintech in the asset and wealth management space - is this a disruptor or an enabler?
Topic 1 - What skill sets and knowledge should market participants be equipped with to enhance their competitiveness in today’s asset management world?
Professor Stan Ho will share his views on the knowledge and skills practitioners will need to develop in order to cope with developments in the emerging market (such as green bonds) and other areas including asset securitisation, private equity in FinTech, and KYC.
Topic 2 - Mainland-Hong Kong Collaboration in Asset Management.
Mr Shen Hua will highlight the similarities and differences between the regulations of the two places. He will also discuss the opportunities arising from the Shanghai-Hong Kong Stock Connect, Shenzen-Hong Kong Stock Connect, Bond Connect and Hong Kong-China Mutual Recognition of Funds (MRF).
Topic 3 - How does the regulatory environment in Hong Kong present opportunities and challenges to the asset management industry?
Mr Pong Po-lam will share his views on how Fintech assists the asset management sector in investment, compliance and distribution. Will Chinese fund managers pose a threat to domestic fund managers with China expertise?
Financial Incentive Scheme of the WAM Pilot Programme
This is one of the eligible courses under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.
In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to a maximum of HK$7,000 (whichever is the lower) upon satisfactory completion of a course or seminar over the three-year period of the Scheme.
Each individual may apply for reimbursement for more than one course / seminar.
Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course attended.
Please refer to the WAM Pilot Programme website for more details.