Connect Forum Hong Kong 2023______

Our annual Connect Forum - Hong Kong will take place on Tuesday, 3 October.

The theme of this year's event is Digital Horizons - Charting the Future of Funds. We'll be exploring the global emerging trends that are driving innovation and how the industry is responding.

The event will be a breakfast seminar followed by networking lunch, providing an opportunity to meet and network with your peers.

Date: Tuesday, 3 October 2022  
Time: 8am  1:30pm HKT (including breakfast and lunch; registration starts at 8am)

Spaces are limited for this invitation only event so we encourage you to register today to reserve your space.

08:00 – 09:00 Registration and breakfast

09:00 – 09:10 Welcome

Justin Christopher

Managing Director, Head of Asia, Calastone

09:10 – 09:35 Deciphering market trends to create digital advantage

The continued acceleration of technology is driving innovation at scale across every industry, changing the way in people engage and operate. During this session we explore some of these emerging tech trends and explore the dynamic interplay between technology and consumer behaviour taking place on a global scale.

Andrew Tomlinson

Chief Marketing Officer, Calastone

09:35 – 10:00 The path to digital – unlocking efficiency and automation

Simon and team share our latest developments and what’s new in product. This session will also share insights to our technology investment and product roadmap which continues to driving greater robustness and opportunity from our global funds network.

Simon Keefe

Managing Director, Head of Market Solutions, Calastone

Yumi Yung

Director, Client Relationship Manager, Asia, Calastone

Grace Lee

Associate Director, Client Relationship Management, Asia, Calastone

10:00 – 10:30 Fireside chat: How technology is reshaping collective investments – Adam Belding, Chief Technology Officer, Calastone

During this fireside discussion we explore the future of collective investing with Adam Belding, Calastone’s CTO, covering areas including: How advances in technology and greater adoption of newer tech are enabling new digitially native investment products. The current map of innovation for collective investment products and how the regulatory landscape is evolving


Edward Glyn

Managing Director, Head of Global Markets, Calastone


Adam Belding

Chief Technology Officer, Calastone

10:30 - 10:50 Break

10:50 - 11:30 Panel discussion: Investor centricity

What does the industry need to do to become more investor centric? How well suited are today’s mix of products and what must the industry do to maintain relevance to future investors. What is the future of distribution in a world being led by new super distributors and big tech?


Brian Godins

Chief Commercial Officer, Calastone

Julie Kerr

Managing Director, APAC Co-Head of Sales, Citi

Damien Mooney

Asia Pacific Head of Client Partnerships & Chief Marketing Officer, BlackRock

Glory Lau

General Manager, Platform Services, iFAST Financial HK

11:30 - 11:45 Distribution outlook – Understanding investor sentiment through Fund Flows

Recent world events have driven some of the most volatile markets that have ever been seen. In this session we explore what we have learnt about changing investor preferences and behaviours using global fund flow insights from Calastone’s fund network.

Dominic De Lisle

Content & Communications Director, Calastone

11:45 – 12:15 Fireside chat: Future market outlook – Dr Au King-lun, Executive Director, Financial Services Development Council


Alan Chalmers

CEO, Glendevon Capital


Dr Au King-lun

Executive Director, Financial Services Development Council

12:15 Networking lunch