简介
About the Conference
上海证券交易所国际投资者大会将于2020年10月27日至29日在上海举办。
届时，中国金融监管机构与政策制定者、全球机构投资者、金融机构代表、知名专家学者及行业领袖企业家将齐聚上海，就上海国际金融中心建设及中国资本市场的改革与发展进行深入的交流与探讨。
本次大会将聚焦中国资本市场的重要宏观主题，包括中国经济的新起点，中国资本市场的进一步开放，交易所市场的发展等。同时还将探讨更为具体的行业层面关键话题，包括QFII新规的重要修订与影响，外资独资公募参与中国基金市场，以及对中国REITs市场的展望等。在大会第3天，还将举办ESG相关的专题研讨会。
Shanghai Stock Exchange Global Investors Conference 2020 (SSE GIC) will take place on October 27-29, 2020, in Shanghai.
SSE GIC 2020 will bring together Chinese financial regulators and senior policy makers, global institutional investors, representatives of financial intermediaries, renowned economists and scholars, industry leaders and entrepreneurs to share views and thoughts of building Shanghai International Financial Center as well as to provide insights on China's capital market reform and development.
The SSE GIC will focus on macro topics that are of key importance to China's capital market, including the new starting point of China's economy, further opening-up of China's capital markets, exchange market developments, etc. More specific industry-level pivotal questions will also be addressed and discussed, including major revisions and substantial changes of new QFII rules, WFOE's participation in China's fund market, and outlook for China REITs Market. Particularly on day 3, we will have a dedicated seminar on ESG related issues.
议程（中）
Agenda（CN）
第一天：2020年10月27日
| 8:45-9:15 | 签到入场 |
| 9:15-9:25 | 开幕辞黄红元，上海证券交易所理事长 |
| 9:25-9:35 | 加强资本市场基础制度建设 坚定不移扩大对外开放合作 方星海，中国证监会副主席（云致辞） |
| 9:35-9:50 | 持续深化外汇管理改革 不断推动我国金融市场高质量开放 王蕾，国家外汇管理局资本项目管理司副司长 |
| 9:50-10:05 | 发挥长期资金优势，助力资本市场发展 赵军，全国社保基金理事会境外投资部副主任 |
| 10:05-10:20 | 致辞 吴清，上海市副市长 |
| 10:20-10:30 | 休息 |
| 10:30-11:00 | 中国经济新起点与资本市场新未来 黄海洲，中国国际金融股份有限公司董事总经理，管理委员会成员，股票业务负责人 |
| 11:00-11:40 | 对话：从外资资管机构视角看中国资本市场发展与开放
主持人：唐臻怡，瑞信中国首席执行官 讨论嘉宾： 陈蕙兰，贝莱德董事总经理，亚洲主管 Rajeev Mittal，富达国际亚太区（除日本）董事总经理 |
| 14:00-15:00 | 打造全球资产管理中心 提升上海全球资源配置能力
主题发言：李军，上海市地方金融监督管理局（上海市金融工作局）副局长 圆桌讨论 主持人：殷雷，瑞银资管亚太区主管兼中国在岸业务主管，董事总经理 讨论嘉宾： 李文，汇添富基金管理股份有限公司董事长 金旗，交银理财责任有限公司总裁 王大智，上投摩根基金管理有限公司总经理 钱峰，联博集团高级副总裁，中国首席执行官 谭颖，罗素投资管理（上海）有限公司总经理 |
| 15:00-16:00 |
合格境外机构投资者新规：重要修订与带来的变化
主题发言：李莹，证监会机构部八处处长 圆桌讨论 主持人：郭茜，中信证券股份有限公司股票销售交易部外资机构业务负责人 讨论嘉宾： 姜哲，国家外汇管理局资本项目管理司 王琼慧，摩根资产管理董事总经理，中国区总裁兼中国管理委员会主席 鲁捷，荷宝中国首席投资官，基金经理；荷宝海外投资基金管理（上海）有限公司总经理 侯伟，法国兴业银行主经纪业务董事总经理 谢青，君合律师事务所合伙人 |
| 16:00-16:10 | 休息 |
| 16:10-17:10 | 科创板未来展望
主持人：张一鸣，中国国际金融股份有限公司，董事总经理，QFII/WFOE 业务负责人，兼上海自贸区 分公司负责人 讨论嘉宾： 刘冀，开域资本创始人及首席投资执行官 王啸，高瓴资本资本市场业务合伙人 林光，浙大联创投资创始合伙人及首席执行官 朱林海，上海市律师协会副会长，锦天城律师事务所管理合伙人 高洁亮，鼎晖投资执行董事/创新与成长投资 |
第二天：2020年10月28日
| 9:00-10:00 |
资本市场开放给外资券商带来的机遇和挑战
主持人：金红峰，中国证券业协会办公室主任 讨论嘉宾： 房东明，瑞银集团全球金融市场部中国主管，QFII业务负责人 马智萍，高盛（亚洲）董事总经理，大中华区股票部业务主管 何善文，汇丰前海总经理 蔡峄青，野村东方国际证券副总经理兼董事会秘书 |
| 10:00-11:00 |
境内资管机构如何助力国际投资者投资中国
主持人：韩贤旺，汇添富首席经济学家兼国际业务部总监 讨论嘉宾： 沈良，美世中国财富和投资业务总经理 张嘉宾，威灵顿管理香港有限公司副总裁，中国业务董事 吴佳清，MSCI大中华区营运决策委员会主席，董事总经理 袁静，海通证券机构与国际业务部副总经理 |
| 11:00-11:10 | 休息 |
| 11:10-12:10 | 外资控股公募：中国基金市场的新参与者
主持人：郭中宝，国泰君安证券股份有限公司海外机构业务部总经理 讨论嘉宾： 卢景琦，证监会机构部一处处长 何惠芬，富达利泰投资管理（上海）有限公司中国区董事长 刘颂，路博迈投资管理（上海）有限公司中国区总裁 郭炜，施罗德投资管理（上海）有限公司中国区总裁 |
| 14:00-15:00 | 交易所债券市场发展：产品与连通
主题发言：刘绍统，上海证券交易所副总经理 圆桌讨论 主持人：王建国，上海证券交易所债券业务中心副总经理 讨论嘉宾： 宋红雨，中证指数有限公司总经理助理 施浩，穆迪董事总经理及中国区主管 杨矛，摩根大通债券资本市场部主管 邹迎光，中信证券执行委员会委员，全球固定收益委员会主任 陈健恒，中金公司固收首席研究员 李战鹰，富时罗素亚太区董事 |
| 15:00-16:00 |
中国REITs市场展望：发展路径与市场机遇
主持人：佘力，上海证券交易所债券业务中心总经理 讨论嘉宾： 杨敏，普洛斯中国资本运营负责人 陈仲扬，江苏交控副总经理 郭立敏，汇添富资本管理有限公司副总经理 尤雨佳，国寿资本投资有限公司投资总监 吴斌，海通证券债券融资总部副总经理 |
| 16:00-16:10 | 休息 |
| 16:10-17:00 | 交易所ETF期权：高效的在岸市场风控与对冲工具
主持人：陈炎玮，上海证券交易所产品创新中心副总经理 讨论嘉宾： 房东明，瑞银集团全球金融市场部中国主管，QFII业务负责人 张庆，中信证券董事总经理，分管衍生品经纪业务 胡锡莎，华泰证券金融创新部负责人，华泰国际金融控股有限公司董事，华泰金控股权衍生品部主管 徐润栊，广发证券董事总经理，衍生品经纪业务部总经理 连敏伟，中金公司股票业务部董事总经理，衍生品交易主管 |
第三天：2020年10月29日
| 9:00-10:20 | 全球资产配置中的A股市场
主题发言：申兵，中国证监会国际合作部主任 主持人：Neil Hosie，瑞信董事总经理，亚太区股票主管 讨论嘉宾： 浦彦，领航投资香港有限公司董事总经理，中国投资管理部主管 Michele Barlow，道富环球投资管理董事总经理，亚太策略与研究主管 田汉卿，华泰柏瑞副总经理，量化投资负责人，主动量化基金基金经理 卢伟良，施罗德投资管理（香港）有限公司亚洲（日本除外）股票副主管、大中华股票投资主管 付鑫，美银美林大中华区股权与主经纪销售主管 |
| 10:20-11:20 | A股市场与价值投资
主持人：沈黎，中国国际金融股份有限公司，董事总经理，上海分公司总经理，股票业务部国内业务负责人 讨论嘉宾： 余荣权，太平洋保险资产管理公司常务副总经理及首席投资官 陈皓，易方达基金管理有限公司副总裁 孙庆瑞，上海高毅资产管理合伙企业合伙人 李峻，加拿大鲍尔太平投资管理有限公司中国首席投资官 |
| 11:20-11:30 | 休息 |
| 11:30-12:30 | 中国量化投资与程序化交易
主持人：吴帆，另类投资管理协会中国区总经理 讨论嘉宾： 吕常恺，澳帝桦中国区董事总经理 楚天舒，浦银安盛基金首席指数量化官 梁杏，国泰基金量化投资事业部总监，基金经理 胡洁，华宝基金指数研发投资部总经理，基金经理 |
| 15:00-16:00 |
推动高质量发展—中国公司的环境，社会和治理（ESG）实践
主持人：潘中宁，华夏基金董事总经理，国际投资部及国际业务部行政负责人，ESG业务委员会主席 讨论嘉宾： Bruno Weill，法国巴黎银行集团（中国）副董事长 林伟杰，MSCI亚太地区业务董事总经理 盛瑞生，中国平安保险（集团）股份有限公司董事会秘书，联席公司秘书，品牌总监，公司新闻发言人 宋红雨，中证指数有限公司总经理助理 |
| 16:00-16:10 | 休息 |
| 16:10-17:20 | 树立新发展理念，推动疫情后世界经济“绿色复苏”
主题发言：陈浩，中国人民银行研究局副局长 圆桌讨论 主持人：李莹莹，上海证券交易所国际发展部总监助理，世界交易所联合会可持续发展工作组副主席 讨论嘉宾： 南蒂妮·苏库马尔，世界交易所联合会首席执行官 罗伯特·沙夫，卢森堡证券交易所首席执行官 詹晓宁，联合国贸易和发展组织企业贸易投资司司长，联合国可持续证券交易所倡议理事会主席 傅诚刚，阿布扎比国际金融中心中国首席代表 白虹，社会价值投资联盟秘书长 |
议程(英)
Agenda（EN）
Day1 - Tuesday, October 27, 2020
| 8:45-9:15 | Registration |
| 9:15-9:25 | Opening RemarksHUANG Hongyuan, Chairman, Shanghai Stock Exchange |
| 9:25-9:35 | Improve Capital Market Infrastructure and Further the Opening-up International and Cooperation FANG Xinghai, Vice Chairman, China Securities Regulatory Commission (CSRC) (video speech) |
| 9:35-9:50 | Deepen the Reform of Foreign Exchange Management and Promote the High-Quality Opening-up of the Financial Market WANG Lei, Deputy Director General, Capital Account Management Dept., State Administration of Foreign Exchange (SAFE) |
| 9:50-10:05 | "Long-term" Capital to Boost Capital Market Development ZHAO Jun, Deputy Director General, Global Investment Dept., National Council for Social Security Fund |
| 10:05-10:20 | Speech WU Qing, Vice Mayor of Shanghai |
| 10:20-10:30 | Break |
| 10:30-11:00 | China Economy's New Starting Point and Capital Market Outlook HUANG Haizhou, Managing Director, Management Committee Member, Head of Equities Dept., CICC |
| 11:00-11:40 | Panelists: Susan Chan, Managing Director, Head of Asia, BlackRock Rajeev Mittal, Managing Director Asia Pacific-ex Japan, Fidelity International |
| 14:00-15:00 | Build Shanghai into Global Asset Management Center and Improve Shanghai's Capability of Global Financial Resources Allocation
Keynote: LI Jun, Deputy Director General, Shanghai Municipal Financial Services Bureau Panel Moderator: Raymond Yin, Head of UBS Asset Management, Asia Pacific; Head of China Onshore, UBS Asset Management, Managing Director Panelists: LI Wen, Chairman, China Universal Asset Management JIN Qi, CEO, Bocom Wealth Management Eddy Wang, CEO, China International Fund Management Alex Qian, Senior Vice President and Chief Executive Officer China, Alliance Bernstein TAN Ying, President and General Manager, Russell Investment Management (Shanghai) |
| 15:00-16:00 |
New QFII Rules: Major Revisions and Substantial Changes
Keynote: LI Ying, Director, Dept. of Fund and Intermediary Supervision, CSRC Panel Moderator: Susan Guo, Head of Foreign Institutions Business in Equity Sales and Trading Division, CITIC Securities Panelists: JIANG Zhe,Capital Account Management Dept., State Administration of Foreign Exchange (SAFE) Desiree Wang, Managing Director, China Country Head and Chairman of China Executive Committee, J.P. Morgan Asset Management LU Jie, Head of Investments China, Portfolio Manager, Rebeco; General Manager, Rebeco Overseas Investment Fund Management (Shanghai) Fraser Howie, Managing Director, Prime Services, Societe Generale Natasha Xie, Partner, JunHe |
| 16:00-16:10 | Break |
| 16:10-17:10 | Outlook for the SSE STAR Market
Moderator: Wilson Zhang, Managing Director, Head of QFII/WFOE Business, Head of Shanghai Free Trade Zone Branch, CICC Panelists: James Liu, Founder & CEO, Neo-Criterion Capital WANG Xiao, Partner, Hillhouse Capital LIN Guang, Founding Partner & CEO, ZJU Joint Innovation Investment ZHU Linhai, Vice President, Shanghai Bar Association; Managing Partner, AllBright Law Offices GAO Jieliang, Executive Director, Venture and Growth Capital, CDH Investment |
Day 2 - Wednesday, October 28, 2020
| 9:00-10:00 | Opportunities and Challenges Facing Overseas Brokers in the Context of Capital Market Opening-up
Moderator: JIN Hongfeng, Director, Administration Office, Securities Association of China (SAC) Panelists: Thomas Fang, Head of China Global Markets, UBS Christina Ma, Head of China Equities Securities Division, Goldman Sachs (Asia) Irene Ho, General Manager and Chief Executive Officer, HSBC Qianhai CAI Yiqing, Deputy General Manager and Board Secretary, Nomura Orient International Securities |
| 10:00-11:00 | How can Domestic Asset Managers Facilitate International Investors' Investment in China?
Moderator: HAN Xianwang, Chief Economist, Director of International Business Dept., China Universal Asset Management Panelists: Leo Shen, China Wealth Business Leader and Head of Investment, Mercer Cary Zhang, Vice President, Director, China Business, Wellington Management Hong Kong Julia Wu, Head of Greater China, Client Coverage, Managing Director, MSCI Jane Yuan, Deputy General Manager, Institutional & International Business Dept., Haitong Securities |
| 11:00-11:10 | Break |
| 11:10-12:10 | Foreign-controlled Mutual Fund Companies: New Participants in China's Fund Market
Moderator: Jeffrey GUO, Managing Director, Head of Overseas Institutional Clients Dept., Guotai Junan Securities Panelists: LU Jingqi, Director, Dept. of Fund and Intermediary Supervision, CSRC Daisy Ho, President China, FIL Investment Management (Shanghai) Patrick Liu, President China, Neuberger Berman Investment Management (Shanghai) David Guo, CEO China, Schroder Investment Management (Shanghai) |
| 14:00-15:00 | The Development of Exchange Bond Market: Products and Connectivity
Keynote: LIU Shaotong, Executive Vice President, Shanghai Stock Exchange Panel Moderator: WANG Jianguo, Executive Director, Bond Market Center, Shanghai Stock Exchange Panelists: SONG Hongyu, Assistant General Manager, China Securities Index SHI Hao, Managing Director, Country Manager for China, Moody’s Investor Service YANG Mao, Vice President, Head of Debt Capital Markets, J.P.Morgan ZOU Yingguang, Member of the Executive Committee, Head of FICC, CITIC Securities CHEN Jianheng, Chief Strategist and Head of FICC Research Team, CICC LI Zhanying, Director, FTSE Russell |
| 15:00-16:00 |
Outlook for China REITs Market: Paths and Opportunities
Moderator: SHE Li, Managing Director, Bond Market Center, Shanghai Stock Exchange Panelists: YANG Min, Vice President and Head of Capital Operation, GLP China CHEN Zhongyang, Deputy General Manager, Jiangsu Communications Holding Co., Ltd. GUO Limin, Vice President, Universal Capital Management Company YOU Yujia, Director, China Life Capital Investment Company Limited WU Bin, Deputy General Manager of Bond Financing Department,Haitong Securities Co., Ltd. |
| 16:00-16:10 | Break |
| 16:10-17:00 | Exchange ETF Options: Efficient Tools for Onshore Risk Management and Hedging
Moderator: CHEN Yanwei, Executive Director, Derivatives & Funds Market, Shanghai Stock Exchange Panelists: Thomas Fang, Head of China Global Markets, UBS ZHANG Qing, Managing Director, CITIC Securities HU Xisha, Head of Financial Innovation Dept., Huatai Securities; Director, Huatai International Financial Holdings Ltd.; Head of Equity Derivatives Dept., Huatai Financial Holdings (Hong Kong) Ltd. XU Runlong, Managing Director, General Manager of Derivatives Brokerage Business Dept., GF Securities LIAN Minwei, Managing Director, Equity Derivatives and Solutions, Equity Dept., CICC |
Day 3 - Thursday, October 29, 2020
| 9:00-10:20 | A-Share Market in Global Asset Allocation
Keynote: SHEN Bing, Director General, Dept. of International Affairs, China Securities Regulatory Commission (CSRC) Moderator: Neil Hosie, Managing Director, Head of Equities, Asia Pacific, Credit Suisse Panelists: PU Yan, Managing Director, Head of Investment Management Group, China, Vanguard Investment Hong Kong Limited Michele Barlow, Managing Director and Head of Strategy and Research for Asia Pacific, State Street Global Advisors TIAN Hanqing, Deputy General Manager, CIO of Quantitative Investment, Portfolio Manager, Huatai-PineBridge Fund Management Louisa W.L.Lo, Deputy Head of Asia ex Japan Equities, Head of Greater China Equities, Schroder Investment Management (Hong Kong) FU Xin, Head of Greater China Equity and Prime Brokerage Sales, BofA Securities |
| 10:20-11:20 | Value Investment in A Share Market
Moderator: Shirley Shen, Managing Director, General Manager of Shanghai Branch, Head of Mainland Equities Business - Equities Dept., CICC Panelists: YU Rongquan, Deputy CEO & CIO, CPIC Asset Management CHEN Hao, Deputy CEO, E Fund Management SUN Qingrui, Partner, Perseverance Asset Management LI Jun, China CIO, Power Pacific Corp of Canada |
| 11:20-11:30 | Break |
| 11:10-12:10 | Quant Investment and Algorithmic Trading in China
Moderator: Frank Wu, Director, General Manager, Alternative Investment Management Association Panelists: Charles Lui, Managing Director, Optiver China CHU Tianshu, Chief Index Quantitative Officer, AXA SPDB Investment Managers LIANG Xing, Director, Quantative Investment Dept., Portfolio Manager, Guotai AMC HU Jie, Head of Index Research and Investment Dept., Fund Manager, Hwabao WP Fund |
| 15:00-16:00 |
Pursue High-quality Development: ESG Practice of Chinese Companies
Moderator: Richard Pan, Managing Director, Head of Global Capital Investment and International Business, Chairman of ESG Committee, China AMC Panelists: Bruno Weill, Chief Group Representative for China, BNP Paribas Jack W. Lin, Managing Director, Head of Client Coverage APAC, Member of the Executive Committee at MSCI Inc. SHENG Ruisheng, the Board Secretary, Joint Company Secretary, Brand Director and spokesperson of Ping An Insurance (Group) Company of China, Ltd. SONG Hongyu, Assistant General Manager, China Securities Index |
| 16:00-16:10 | Break |
| 16:10-17:20 | How to ensure the financial system helps deliver a green recovery?
Keynote: CHEN Hao, Deputy Director General, Research Bureau, the People's Bank of China Panel Moderator: Lisa Yingying Li, Director, Global Business Development Dept., Shanghai Stock Exchange, Vice Chair of Sustainable Working Group of World Federation of Exchanges (WFE) Panelists: Nandini Sukumar, CEO, World Federation of Exchanges (WFE) Robert Scharfe, CEO, Luxembourg Stock Exchange James ZHAN, Director, Investment and Enterprise; Chairman, UN Sustainable Stock Exchange Initiative Calvin Fu, China Chief Representative, ADGM Angela Bai, Secretary General of China Alliance of Social Value Investment (CASVI) |
发言嘉宾简历
Speaker Biography
DAY1
DAY2
DAY3
会场地址
On-site Venue
本次会议将在上海凯宾斯基大酒店（浦东新区陆家嘴环路1288号）举办。 The conference will be held at the Grand Kempinski Hotel Shanghai (Lujiazui Ring Road 1288).
| 第一天：舜华厅（三楼） | Day 1: Suncuba Grand Ballroom (3rd floor) |
| 第二、三天：申江厅（二楼） | Day 2 & 3: Riverfront Room (2nd floor) |