Deutsche Asset
& Wealth Management
INVITATION
A Global Deep Dive on Indexing & ETFs
Deutsche AWM Passive Roadshow, March 9-23, 2015
Tokyo | Seoul | Beijing | Shanghai | Taipei | Hong Kong | Manila | Bangkok | Kuala Lumpur | Singapore | Sydney
Deutsche AWM | A Global Deep Dive on Indexing & ETFs
Overview
As more investors appreciate the benefits of using ETFs, Deutsche Asset & Wealth Management
("Deutsche AWM") is teaming up with Bloomberg, Ernst & Young, ETFGI, Morningstar and MSCI to
present a series of Indexing and ETF seminars across Asia. This follows two successful roadshows in the
Middle East and Latin America in 2014 that generated strong engagement and positive feedback with
more than 500 investors from sovereign wealth funds, family offices, asset managers, insurance
companies and distributors.
You are cordially invited to join one of our ETF seminars which run across Asia from March 9-23, 2015.
Representatives from the above mentioned firms will outline what you need to know about ETFs,
including “Smart Beta”, liquidity and implementation in your portfolios in 2015 and beyond.
Program
10:00
Registration (25 mins)
10:25
Opening Remarks (5 mins)
10:30
Deutsche AWM – Implementation (15 mins)
10:45
ETFGI – Index Exposure and ETFs (15 mins)
11:00
MSCI – Evolution of Indexes (15 mins)
11:15
Morningstar – How to Choose the Right ETF1 (15 mins)
11:30
Coffee Break (10 mins)
11:40
Ernst & Young – Fund Wrappers and Taxation (15 mins)
11:55
Bloomberg – Liquidity and Usage of ETFs – Market Makers Panel Discussion2 (40 mins)
12:35
Closing Remarks (5 mins)
12:40
Networking Lunch
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No Morningstar session in Manila and Kuala Lumpur.
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Panel participated by Deutsche Bank, Flowtraders, Jane Street, Macquarie, Morgan Stanley and UBS is subject to change based on locations.
Note: Except where specified, the above program applies to all locations. Simultaneous interpretation services will be arranged in Tokyo, Seoul,
Beijing, and Shanghai.
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Deutsche AWM | A Global Deep Dive on Indexing & ETFs
Calendar
Date
City
Venue
Format
March 9, 2015 (Mon)
10:00 - 14:00
Tokyo
Conrad Tokyo
Nami and Nagisa Room, Level 2, 1-9-1, Higashi-Shinbashi,
Minato-ku, Tokyo, 105-7337 Japan
Lunch
March 10, 2015 (Tue)
10:00 - 14:00
Seoul
Conrad Seoul
Studio 1-3, Level 6, 23-1, Yeouido-dong,
Yeongdeungpo-gu, Seoul 150-945, South Korea
Lunch
March 11, 2015 (Wed)
10:00 - 14:00
Beijing
Grand Hyatt Beijing
Grand Salon I-V, Level LG, 1 East Chang An Avenue,
Dong Cheng District, Beijing 100738, China
Lunch
March 12, 2015 (Thu)
10:00 - 14:00
Shanghai
Pudong Shangri-La, East Shanghai
Dalian & Changchun Room, River Wing, Level 2,
33 Fu Cheng Road, Pudong, Shanghai 200120, China
Lunch
March 13, 2015 (Fri)
10:00 - 14:00
Taipei
Shangri-la’s Far Eastern Plaza Hotel
Metro Suite, Level B1, 201 Tun Hwa South Road,
Section 2, Taipei 106, Taiwan
Lunch
March 16, 2015 (Mon)
10:00 - 14:00
Hong Kong
Conrad Hong Kong
Nathan Room, Lower Lobby, Pacific Place, 88 Queensway,
Admiralty, Hong Kong
Lunch
March 17, 2015 (Tue)
10:00 - 14:00
Manila
Makati Shangri-La Hotel
Room Pasay A&B, Level 3, Ayala Avenue Corner Makati Avenue,
Makati City 1200, Philippines
Lunch
March 18, 2015 (Wed)
10:00 - 14:00
Bangkok
Grand Hyatt Erawan Bangkok
Grand Ballroom, Lobby Level, 494 Rajdamri Road,
Bangkok 10330 Thailand
Lunch
March 19, 2015 (Thu)
10:00 - 14:00
Kuala Lumpur
The Westin Kuala Lumpur
The Malaya, Level 1,199 Jalan Bukit Bintang,
Kuala Lumpur 55100, Malaysia
Lunch
March 20, 2015 (Fri)
10:00 - 14:00
Singapore
Marina Bay Sands
Angsana Junior Ballroom 3D&E, Level 3,
10 Bayfront Avenue, 018956 Singapore
Lunch
March 23, 2015 (Mon)
10:00 - 14:00
Sydney
Radisson Blu Hotel Sydney
Marble Room, Level LG, 27 O’Connell Street,
Sydney NSW 2000, Australia
Lunch
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Deutsche AWM | A Global Deep Dive on Indexing & ETFs
Speaker Information
Deutsche Asset & Wealth Management
ETFGI
Thorsten Michalik
Deborah Fuhr
Head of Global Client Group (GCG)
Passive Investment
Simon Klein
Partner and Co-founder
Bloomberg
Head of ETPs & Mandates,
Global Client Group, EMEA & Asia
Andrew Millward
Execution Consultant, Tradebook Australia
Marco Montanari
Head of Passive Asset Management,
Asia Pacific
Betty Kim
Product Manager, Tradebook APAC
Sophia Kim
Head of Passive Asset Management,
Global Client Group, North Asia
Hideaki Sano
Head of Execution, Tradebook APAC
Sam Manchanda
Head of Passive Asset Management,
Global Client Group, South East Asia
Nicholas Yee
Senior Executive Consultant, Tradebook APAC
Morningstar
Alexander Prineas
Pamela Kustas
Senior Research Analyst,
Morningstar Australia
Equity Market Specialist
Andy (Seung Hye) Jung
Thomas S. Kingsley
Director, Manager Research,
Morningstar Korea
Head of Tradebook, APAC
Anthony Serhan
Managing Director, Research Strategy,
Asia Pacific, Morningstar
Jackie Choy
ETF Strategist, Morningstar Investment
Management Asia Limited
Katsunari Yamaguchi
President, Ibbotson Associates Japan, Inc
Each organization will designate one representative to speak in each location. Please click on the names to view the speaker's biography.
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Deutsche AWM | A Global Deep Dive on Indexing & ETFs
Speaker Information
Ernst & Young
MSCI
Andrew Fuh
Cedric Tang
Lead Partner, Financial Services,
Taiwan
Executive Director, Index Client Coverage,
Hong Kong
Antoinette Elias
Chum Yong Quah
Partner, Financial Services Tax,
Australia
Vice President, Index Client Coverage,
Southeast Asia
Antonette C. Tionko
Michael Anderson, CFA
Principal, Partner in Tax,
Philippines
Executive Director, Head of Australia
David Wu
Qi Wang, CFA
Partner, Financial Services,
Shanghai
Executive Director, Index Applied Research,
Asia Pacific
Desmond Teo
Seiichiro Uchi
Partner, Financial Services Tax,
Singapore
Executive Director, Index Client Coverage,
Japan
Jeong-Hun You
Partner, FSO, South Korea
Tae Jong Um, Ph.D
Managing Director, Head of Korea
Kasem Kiatsayrikul
Partner, Transaction Tax,
Thailand
Kazuhiro Ebina
Tax Partner, Financial Services Group,
Japan
Lorreta So
Partner, Tax & Business Advisory Services
Beijing
Paul Ho
Partner, Finance Services Tax,
Hong Kong
Yeo Beng Yean
Partner, Financial Services,
Malaysia
Each organization will designate one representative to speak in each location. Please click on the names to view the speaker's biography.
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Deutsche AWM | A Global Deep Dive on Indexing & ETFs
About Deutsche Asset & Wealth Management
With US$1.26 trillion of assets under management (as of December 31, 2014), Deutsche Asset & Wealth
Management (“Deutsche AWM”) is one of the world’s leading investment organizations. Deutsche AWM’s
passive investment business offers its institutional and private investors access to a variety of investment
classes and markets via simple, transparent and cost-efficient investments. These include Exchange Traded
Funds (ETFs), Exchange Traded Commodities (ETCs), Exchange Traded Notes (ETNs), Certificates, Warrants,
Obligations, Funds as well as Private Mandates. Deutsche AWM is also the largest ETF provider in Hong
Kong and Singapore in terms of number of products offered, with 35 and 48 products listed respectively.
ETF Winners across Asia
“ETF Provider of the Year”
“Best ETF Provider”
“ETF Provider of the Year”
by Asia Risk Awards 2014
by The Asset Triple A Awards 2014
by Structured Products Asia
Awards 2014
Registration
If you are interested in attending the Deutsche AWM Passive Roadshow, please register online on or before
February 28, 2015. Seats are limited and will be allocated on a first-come-first-served basis.
Online Registration: https://registration.db.com/rsvp/ETFDeepDiveMar2015
Please contact Vienna Chow at +852 2203 8257 or vienna.chow@db.com for more information.
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Learn More
Website: www.etf.db.com
E-mail: info.dbx-trackers@db.com
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