Second Chinese – Swiss Financial Round Table
& Educational Pilot Program
September 2nd, 2015
Banquet Hall, 2F, The Ritz-Carlton, Financial Street, Beijing
9:00
Attendees Sign-in
9:10 – 9:20
Welcome addresses by
Mr.YANG Zaiping, Executive Vice President, China Banking Association
Mr. Patrick Odier, Chairman of the Board of Directors, Swiss Bankers
Association
9:20-9:25
Signing Ceremony of MoU on Education and Training
______________________________________________________________________________
Financial Round Table
Moderator: BAI Ruiming, Deputy Secretary-General of China Banking Association
Switzerland and China: Strong partners in business and finance
9:25 – 9:40
9:40 – 9:55
Dr. FAN Wenzhong, Director-General, International Department of China
Banking Regulatory Commission (CBRC)
Deputy State Secretary Alexander Karrer, Swiss Finance Ministry
RMB Internationalization and Diversification of Asset Allocation
9:55 – 10:15
GU Shu, Senior Executive Vice President, Industrial and Commercial Bank of
China
The growing use of the RMB in Switzerland and Europe
10:15– 10:35
Dr Thomas Meier, Region Head Asia Pacific, Bank Julius Baer Group
The growing use of the RMB for Chinese trade and investment
10:35– 10:55
GAO Yingxin, Executive Vice President, Bank of China
10:55– 11:20
Coffee break
Panel discussion: RMB Internationalization and business (perspectives) in
Switzerland and Europe
11:20 – 12:15
Introduction by the moderator of the panel
Panel discussion
(Scope of discussion: Swiss RQFII quota, RMB clearing in Switzerland, how to
facilitate bilateral trade and investment, capital markets, wealth management,
asset management)
Neil Harvey, CEO Greater China, Credit Suisse
GUO Jin, CFO Mercuria (China) Investment Co. Ltd.
Jonas von Oldenskjöld, Head of Asset Management Asia Hub, SwissRe
Urs Wieland, Head Regulatory Affairs & Business Development, SIX Group
Sophia Y.L. Chung, Director, Head of HSBC Securities Services China
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Second Chinese – Swiss Financial Round Table, Sep.2 , Beijing, China
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Panel discussion: Products and Services offered by Swiss and Foreign banks in
China. Future plans?
12:15 – 12:55
Introduction by the moderator of the panel
Panel discussion
(Scope of discussion: What are the products and services offered by Swiss
and foreign banks in China? How can the range be extended? Business areas:
trade finance, corporate finance, FX, wealth management, asset
management, pension funds)
Eugene Qian, China Country Head and President China, UBS Group SA
Alex Wat, Manager Beijing Branch, HSBC (China) Company Limited
Kevin Yang, CEO, North China and General Manager, Beijing Branch of
Standard Chartered Bank (China) Limited
12:55 – 13:00
Final statement by the moderator
13:00 – 14:00
Lunch
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Educational Pilot Program
Welcome by Jakob Schaad, Deputy CEO, Swiss Bankers Association
14:00 - 14:20
Recent Developments in Swiss Banking Regulation
Professor Anne Héritier Lachat, Chair of the FINMA Board of Directors
Moderator: YANG Jichuan, Beijing Zhongguancun Ronghui Financial Information Service Co. Ltd
Tony Tang, Assistant President, China Bankers Institute
Part 1
14:25–15:05
Key Drivers for Private Banking
Dr Thomas Meier, Region Head Asia Pacific, Bank Julius Baer Group
15:05 – 15:25
Certification in Swiss Banking Industry
Matthias Wirth, Head of Training, Swiss Bankers Association
15:25-15:55
Coffee Break
15:55–16:55
Part 2(2 topics will be discussed in parallel)
2a: Best practices and new developments of Swiss Private Banks
17:00
Dr Michael Reichenecker, Director Education, Swiss Finance Institute
2b: Human Resource Management and Leadership Development
Helen Huang, Head Human Resources, UBS China
MEI Yufang, Deputy General Manager of Wealth Management and Private
Bank Department, China Construction Bank
End of the Educational Pilot Program
Remarks: All Financial Round Table and Educational Pilot Program sessions will be translated simultaneously
(EN-Mandarin, Mandarin-EN)
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Second Chinese – Swiss Financial Round Table, Sep.2 , Beijing, China
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