DeutscheAsset
WealthManagement
INVITATION
AGlobalDeepDiveonIndexingETFs
DeutscheAWM Passive Roadshow,March9-23,2015
Tokyo | Seoul | Beijing | Shanghai | Taipei | HongKong | Manila | Bangkok | KualaLumpur | Singapore | Sydney
Overview
Asmoreinvestors appreciatethebenefitsofusingETFs,DeutscheAssetWealthManagement("DeutscheAWM") isteaming up withBloomberg, Ernst &Young, ETFGI,Morningstar and MSCItopresentaseriesofIndexingandETFseminarsacrossAsia.ThisfollowstwosuccessfulroadshowsintheMiddleEastandLatinAmericain2014thatgeneratedstrongengagementandpositivefeedbackwithmorethan500investorsfromsovereignwealthfunds,familyoffices,assetmanagers,insurancecompaniesanddistributors.
YouarecordiallyinvitedtojoinoneofourETFseminarswhichrunacrossAsiafromMarch9-23,2015.RepresentativesfromtheabovementionedfirmswilloutlinewhatyouneedtoknowaboutETFs,including“Smart Beta”, liquidity and implementationinyourportfoliosin2015andbeyond.
Program
10:00Registration(25mins)
10:25OpeningRemarks(5mins)
10:30Deutsche AWM– Implementation (15mins)
10:45ETFGI–IndexExposureandETFs(15mins)
11:00 MSCI–EvolutionofIndexes(15mins)
11:15Morningstar–HowtoChoosetheRightETF1(15mins)
11:30CoffeeBreak(10mins)
11:40ErnstYoung–FundWrappersandTaxation(15mins)
11:55Bloomberg–LiquidityandUsageofETFs–MarketMakersPanelDiscussion2(40mins)12:35ClosingRemarks(5mins)
12:40NetworkingLunch
1NoMorningstarsessionin ManilaandKualaLumpur.
2Panel participatedbyDeutscheBank,Flowtraders,JaneStreet,Macquarie,MorganStanleyandUBSissubjecttochangebasedonlocations.
Note: Except wherespecified,theabove program appliestoalllocations.SimultaneousinterpretationserviceswillbearrangedinTokyo,Seoul,Beijing,andShanghai.
CalendarDate / City / Venue / Format
March9,2015(Mon)
10:00-14:00 / Tokyo / ConradTokyo
NamiandNagisaRoom,Level2,1-9-1,Higashi-Shinbashi,Minato-ku,Tokyo,105-7337Japan / Lunch
March10,2015(Tue)
10:00-14:00 / Seoul / ConradSeoul
Studio1-3,Level6,23-1,Yeouido-dong,Yeongdeungpo-gu,Seoul150-945,SouthKorea / Lunch
March11,2015(Wed)
10:00-14:00 / Beijing / GrandHyattBeijing
GrandSalonI-V,LevelLG,1EastChangAnAvenue,DongChengDistrict,Beijing100738,China / Lunch
March12,2015(Thu)
10:00-14:00 / Shanghai / PudongShangri-La,EastShanghai
DalianChangchunRoom,RiverWing,Level2,
33FuChengRoad,Pudong,Shanghai200120,China / Lunch
March13,2015(Fri)
10:00-14:00 / Taipei / Shangri-la’sFarEasternPlazaHotel
MetroSuite,LevelB1,201 TunHwaSouthRoad,Section2,Taipei106,Taiwan / Lunch
March16,2015(Mon)
10:00-14:00 / HongKong / ConradHongKong
NathanRoom,LowerLobby,PacificPlace,88Queensway,Admiralty,HongKong / Lunch
March17,2015(Tue)
10:00-14:00 / Manila / MakatiShangri-LaHotel
RoomPasayA&B,Level3,AyalaAvenueCornerMakatiAvenue,MakatiCity1200,Philippines / Lunch
March18,2015(Wed)
10:00-14:00 / Bangkok / GrandHyattErawanBangkok
GrandBallroom,LobbyLevel,494RajdamriRoad,Bangkok10330Thailand / Lunch
March19,2015(Thu)
10:00-14:00 / KualaLumpur / TheWestinKualaLumpur
TheMalaya,Level1,199JalanBukitBintang,KualaLumpur55100,Malaysia / Lunch
March20,2015(Fri)
10:00-14:00 / Singapore / MarinaBaySands
AngsanaJuniorBallroom3D&E,Level3,10BayfrontAvenue,018956Singapore / Lunch
March23,2015(Mon)
10:00-14:00 / Sydney / RadissonBluHotelSydney
MarbleRoom,LevelLG,27O’ConnellStreet,SydneyNSW2000,Australia / Lunch
SpeakerInformation
DeutscheAssetWealthManagementETFGI
Thorsten Michalik
HeadofGlobalClientGroup(GCG)PassiveInvestment
Simon Klein
HeadofETPsMandates,
GlobalClientGroup,EMEAAsia
MarcoMontanari
HeadofPassiveAssetManagement,
AsiaPacific
SophiaKim
HeadofPassiveAssetManagement,GlobalClientGroup,NorthAsia
SamManchanda
HeadofPassiveAssetManagement,GlobalClientGroup,SouthEastAsia
Morningstar
Alexander Prineas
Senior Research Analyst, Morningstar Australia
Andy(SeungHye)JungDirector,ManagerResearch,Morningstar Korea
AnthonySerhan
ManagingDirector,ResearchStrategy,AsiaPacific,Morningstar
JackieChoy
ETFStrategist,MorningstarInvestmentManagementAsiaLimited
KatsunariYamaguchi
President,IbbotsonAssociatesJapan,Inc
DeborahFuhr
PartnerandCo-founder
Bloomberg
Andrew Millward
ExecutionConsultant,TradebookAustralia
BettyKim
Product Manager, Tradebook APAC
HideakiSano
HeadofExecution,TradebookAPAC
NicholasYee
SeniorExecutiveConsultant,TradebookAPAC
Pamela Kustas
EquityMarketSpecialist
ThomasS.Kingsley
HeadofTradebook,APAC
Eachorganizationwilldesignateonerepresentative tospeakineachlocation.Pleaseclickonthenamestoviewthespeaker'sbiography.
SpeakerInformation
ErnstYoungMSCI
Andrew Fuh
Lead Partner, Financial Services, Taiwan
Antoinette Elias
Partner,FinancialServicesTax,Australia
AntonetteC.TionkoPrincipal,PartnerinTax,Philippines
DavidWu
Partner,FinancialServices,Shanghai
DesmondTeo
Partner,FinancialServicesTax,Singapore
Jeong-HunYou
Partner,FSO,SouthKorea
KasemKiatsayrikulPartner,TransactionTax,Thailand
KazuhiroEbina
TaxPartner,FinancialServicesGroup,Japan
Lorreta So
Partner,TaxBusinessAdvisoryServicesBeijing
PaulHo
Partner,FinanceServicesTax,HongKong
YeoBengYean
Cedric Tang
ExecutiveDirector,IndexClientCoverage,HongKong
ChumYongQuah
VicePresident,IndexClientCoverage,SoutheastAsia
MichaelAnderson,CFA
ExecutiveDirector,HeadofAustralia
QiWang,CFA
ExecutiveDirector,IndexAppliedResearch,AsiaPacific
SeiichiroUchi
ExecutiveDirector,IndexClientCoverage,Japan
TaeJongUm,Ph.D
ManagingDirector,HeadofKorea
AboutDeutscheAssetWealthManagement
WithUS$1.26trillionofassetsundermanagement(asofDecember31,2014),DeutscheAssetWealthManagement(“DeutscheAWM”)isoneoftheworld’sleadinginvestmentorganizations.DeutscheAWM’spassiveinvestmentbusinessoffersitsinstitutionalandprivateinvestorsaccesstoa varietyofinvestmentclassesandmarketsviasimple,transparentandcost-efficientinvestments.TheseincludeExchangeTradedFunds(ETFs),ExchangeTradedCommodities(ETCs),ExchangeTradedNotes(ETNs),Certificates,Warrants,Obligations,FundsaswellasPrivateMandates.DeutscheAWMisalsothelargestETFproviderinHongKongandSingaporeintermsofnumberofproductsoffered,with35and48productslistedrespectively.
ETFWinnersacrossAsia
“ETFProviderofthe Year”
byAsiaRiskAwards2014
“BestETFProvider”
byTheAssetTripleAAwards2014
“ETFProviderofthe Year”by Structured ProductsAsiaAwards2014
Registration
IfyouareinterestedinattendingtheDeutscheAWMPassiveRoadshow,pleaseregisteronlineonorbeforeFebruary28,2015.Seatsarelimitedandwillbeallocatedonafirst-come-first-servedbasis.
Online Registration:
Please contact ViennaChow at+852 2203 8257 for moreinformation.
LearnMore
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