2019中国财富管理创新国际峰会将于5月23-24日在北京盛大召开。峰会报名正式进入50天倒计时。
China Wealth Management Innovation Summit 2019 will be held in Beijing on May 23-24. The summit registration officially entered the 50-day countdown.
峰会将汇聚亚太地区近300位来自顶尖私人银行、家族办公室、独立财富管理机构的专家与高净值企业家，展开热烈讨论和思维交锋，围绕“匠心经营，因势而变”的主题解读中国新的金融改革趋势下的市场挑战、探讨私人银行与财富管理机构的创新战略合作、分享当前高净值人群财富管理成功案例。
The summit will bring together nearly 300 experts from the top private banks, family offices, independent wealth management institutions and high-net-worth entrepreneurs in the Asia-Pacific region to engage in heated discussions and thinking. With the theme of " Evolve with Ingenuity", the guests will interprete the market challenges under the trend of China new financial reform, discuss the innovative strategic cooperation between private Banks and wealth management institutions, and share the successful cases of wealth management of high net worth individuals.
组委会精准把握当前财富管理市场发展趋势和政策利好，特邀中国银行业协会业务服务部副主任仲泊舟博士出席峰会，仲博士将站在行业专家的角度，对当前中国财富管理市场最新动态与监管政策进行深刻解读。
The organizing committee accurately grasped the current development trend of the wealth management market and the favorable policies. Dr. Zhong, China Deputy Director of Business Services of Banking Association, will attend the summit and make a profound interpretation of the latest trends and regulatory policies of the wealth management market in China from the perspective of industry expert.
 |
仲泊舟，博士毕业于中国人民大学经济学院，博士后师从中央党校马克思主义学院院长张占斌教授。先后就职于教育部、国家信息中心和中国银行业协会，现任中国银行业协会业务服务部副主任，负责银行理财、私人银行等专业委员会。主要研究领域为宏观经济与财富管理研究、投资策略分析等。同时兼任国家发改委“一带一路”经济发展指导委员会委员、国家开发银行国际咨询顾问委员会委员、国家信息中心智慧城市研究员，中华（澳门）金融资产交易股份有限公司（MOX）评审专家等社会职务。
Dr. Zhong, graduated from the School of Economics of Renmin University of China. He is a postdoctoral fellow Professor Zhang Zhanbin, Dean of the Marxist School of the Central Party School. He has worked in the Ministry of Education, the National Information Center and the China Banking Association. He is currently the deputy director of the Business Services Department of the China Banking Association and is responsible for professional committees such as wealth management and private banking. His main research areas are macroeconomics and wealth management research, investment strategy analysis and so on. At the same time, he is also a member of the National Development and Reform Commission's “One Belt and One Road” Economic Development Steering Committee, a member of the China Development Bank International Advisory Committee, a smart city researcher of the National Information Center, and a reviewer of China (Macau) Financial Assets Trading Co., Ltd. (MOX).
部分已确认的演讲嘉宾：
Part of Confirmed Speakers:
♦ 韩淑华，秘书长，北京财富管理行业协会
Shuhua HAN, Secretary General, Beijing Wealth Management Industry Association
♦ 曾丽春，合伙人，贝恩咨询
Jennifer Zeng, Partner, Bain & Company
♦ 黄凡，私人银行部执行总监，大华银行
Fan Huang, Executive Director of Private Banking, UOB China
♦ 苏安纯，财富管理投资总监办公室亚太资产配置主管，瑞银
Zuercher Adrian, Head Asset Allocation APAC, UBS Global Wealth Management Chief Investment Office, UBS
♦ 樊桦，财富管理中心执行总经理，建信信托
Hua Fan, Executive Manager of Wealth Management Center, CCB Trust
♦ 高皓，全球家族企业研究中心主任，五道口金融学院
Hao Gao, Director of the Global Family Business Research Center, PBC School of Finance
♦ 罗云峰，研发中心联席首席宏观分析师，招商证券
Yunfeng Luo, Co-Chief Macro Analyst of R&D Center, China Merchants Securities
♦ 姚文松，个人及商务银行存贷业务及客户策略执行总经理，中信银行（国际）
Ronald, General Manager of Deposit and Loan Business and Customer Strategy Executive of Personal and Commercial Banks, China CITIC Bank International
♦ 武军，执行会长，香港家族办公室协
Jun Wu, Executive President, Hong Kong Family Office Association
♦ 张人蟠，副会长，上海区块链技术协会
David Chang, Vice President, Shanghai Blockchain Technology Association
♦ 戴旭贤，私人银行部总经理，兴业银行
Xuxian Dai, General Manager of Private Bank, Industrial Bank
本次峰会设置财富管理金泉奖，欢迎财富管理从业人员申报咨询。
The summit set the wealth management “Golden Fountain Award”, and welcomes wealth management practitioners to apply and consult.
作为专业的财富管理生态圈奖项之一，本次财富管理“金泉奖”由来自财富管理行业协会、学术机构、专业媒体的资深专家所组成的专业评委会进行评审。评审团将在各银行、保险、信托、证券、期货、独立财富、服务类机构等多个类型的行业参与者自愿申报的前提下进行严格筛选，根据多个维度甄选部分优秀代表，以期表彰先进、树立标杆、分享价值，从而带动整个财富管理行业的持续、稳步发展。
As one of the professional wealth management ecosystem awards, the wealth management “Golden Fountain Award” is judged by a professional jury composed of senior experts from wealth management industry associations, academic institutions and professional media. The jury will conduct strict screening on the premise of voluntary declarations by various types of industry participants such as banks, insurance, trusts, securities, futures, independent wealth, and service organizations, and select some outstanding representatives according to multiple dimensions in order to commend advanced establish benchmarks and share value, thus driving the continuous and steady development of the entire wealth management industry.
|
