FINDING THE NEW WINNING FORMULA. 9th September 2013 Hong Kong Convention and Exhibition Center. Diamond Sponsors.

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1 2013 FINDING Hong Kong Convention and Exhibition Center THE NEW WINNING FORMULA Diamond Sponsors Delighting You Always Platinum Sponsor Refreshment Sponsor Survey Partner Gold Sponsors Event Manager Media Sponsors

HKIB Annual Banking Conference 2013 Finding the New Winning Formula Opening Keynote Speaker: Since its launch in 2009, the Hong Kong Institute of Bankers Annual Banking Conference has quickly become

This year's event will continue to look at the most pressing issues of the industry.

cost-to-income ratio, a lack of suitable talent and evolving regulatory requirements.

2 HKIB Annual Banking Conference 2013 Finding the New Winning Formula Opening Keynote Speaker: Since its launch in 2009, the Hong Kong Institute of Bankers Annual Banking Conference has quickly become one of the most important banking events in Hong Kong. This flagship event attracted over 500 delegates from over 100 institutions including bankers from Mainland China and Macau. This year's event will continue to look at the most pressing issues of the industry. Exploring the timely theme, "Finding the New Winning Formula"", this 1-day conference will discuss how the banking industry should evolve to tackle recurring challenges such as the high cost-to-income ratio, a lack of suitable talent and evolving regulatory requirements. Our expert speakers and panelists will also deal with emerging issues, like the rapidly growth of mobile channels, changing customer expectations, competition from innovative non-bank competitors and China s declining economic growth. Mr. John Tsang Chun-wah Financial Secretary, The Government of the HKSAR In the format of presentations and lively discussions featuring more than 30 banking executives, the conference will examine what banks must do to reinvent themselves, both in terms of business lines and organizational structure, to capitalize on new opportunities like the Qianhai SEZ and RMB internationalization. With a main plenary session in the morning and specialized streams in the afternoon, the event is specifically tailored for mid-senior level banking professionals looking for macro views and actionable takeaways. HKIB CPD SFC CPT FEES Full Day Half Day Standard Fee / Non-members HK$ 4,300 HK$ 2,800 HKIB Corporate/Ordinary Members Members of Supporting Organizations HK$ 2,200 HK$ 1,450 AHKIB/CP/ABP/CFMP Members HK$ 1,500 HK$ 1,000 Morning: 3.5 hours Afternoon: 3 hours Enquiries (852) bankingconference@hkib.org To register, please fill in the attached enrollment form and return to us. Supporting Organizations Event Manager:

LEADING SPEAKERS MORNING SESSION T C Chan Senior Adviser, The Bank of

Institute of Bankers Anita Fung Group General Manager, Chief Executive

Limited Fung Yuk Bun Patrick Chairman & Chief Executive, Wing Hang

Chairman, Executive Committee, The Hong Kong Institute of Bankers Gao

Kong) Limited Weber Lo Citi Country Officer & Chief Executive Officer,

Vice President, The Hong Kong Institute of Bankers Ma Weihua Chairman

(Hong Kong) Limited Vice President, The Hong Kong Institute of Bankers

Regulation, Asia Pacific, KPMG Tse Yung Hoi Chairman BOCI-Prudential

Monetary Authority Deputy Chairman, Executive Committee, The Hong Kong

Private Banker Barry Chan Associate Partner Financial Services Sector

International Limited Richard Chu Division Head, Banking Policy

General Manager of Enterprise Risk Compliance Wolters Kluwer Financial

Australia and New Zealand Banking Group Limited Patrick Ip Deputy

Promontory Dennis Lee Executive Director, Head of IT Governance and

Lee Head of Corporate, Commercial Banking, Hong Kong, HSBC Maria Leung

Leung Deputy Chief Executive and Chief Information Officer China

Development Division) Hong Kong Monetary Authority Louis Liu Solution

Alan Luk Head of Private Banking and Trust Services Hang Seng Bank

Director and Market Manager for Hong Kong J. P.

3 LEADING SPEAKERS MORNING SESSION T C Chan Senior Adviser, The Bank of East Asia, Limited Honorary Advisory Vice President, The Hong Kong Institute of Bankers Anita Fung Group General Manager, Chief Executive Officer, Hong Kong The Hongkong and Shanghai Banking Corporation Limited Fung Yuk Bun Patrick Chairman & Chief Executive, Wing Hang Bank, Ltd. Chairman, Executive Committee, The Hong Kong Institute of Bankers Gao Yingxin Executive Director and Chief Executive Bank of China (Hong Kong) Limited Weber Lo Citi Country Officer & Chief Executive Officer, Hong Kong and Macau, Citibank, N.A. Vice President, The Hong Kong Institute of Bankers Ma Weihua Chairman Wing Lung Bank Ltd Sebastian Paredes Chief Executive Officer, DBS Bank (Hong Kong) Limited Vice President, The Hong Kong Institute of Bankers Simon Topping Principal, Consulting, Head of Financial Services Regulation, Asia Pacific, KPMG Tse Yung Hoi Chairman BOCI-Prudential Asset Management Limited Arthur Yuen Deputy Chief Executive, Hong Kong Monetary Authority Deputy Chairman, Executive Committee, The Hong Kong Institute of Bankers AFTERNOON STREAMS Shruti Advani Editor Asian Private Banker Barry Chan Associate Partner Financial Services Sector IBM Global Business Services Woody Chan Treasurer China CITIC Bank International Limited Richard Chu Division Head, Banking Policy Department Hong Kong Monetary Authority Todd Cooper Vice President and General Manager of Enterprise Risk Compliance Wolters Kluwer Financial Arjan de Boer Head of Private Bank, North Asia, Private Bank, Asia Australia and New Zealand Banking Group Limited Patrick Ip Deputy Chief Executive ICBC (Asia) Limited Frederic Lau Managing Director Promontory Dennis Lee Executive Director, Head of IT Governance and Control, Asia-Pacific Nomura International (Hong Kong) Limited Tony Lee Head of Corporate, Commercial Banking, Hong Kong, HSBC Maria Leung Director, Head of Citigold Private Client Citibank Global Consumer Banking Michael K. M. Leung Deputy Chief Executive and Chief Information Officer China Construction Bank (Asia) Shu-Pui Li Head (Financial Infrastructure Development Division) Hong Kong Monetary Authority Louis Liu Solution Manager, Business Process Consulting Dept. Canon HK Co. Ltd. Alan Luk Head of Private Banking and Trust Services Hang Seng Bank Paul McSheaffrey Head of Banking (Hong Kong) KPMG Shun Pang Managing Director and Market Manager for Hong Kong J. P. Morgan Private Wealth Management Donghyun Park Principal Economist, Economics and Research Department Asian Development Bank Xiaomin Rong Regional Head of Risk Appetite and Governance & Head of Risk Strategy, Greater China HSBC Asia Pacific Peter Stephens Enterprise Architect - APAC CTO UBS AG Maverick Tam Director, Enterprise Risk Services Deloitte Touche Tohmatsu Kristen Tiner Business Development Director, APAC Thomson Reuters GRC Peter Thal Larsen Asia Editor Reuters Breakingviews Samuel Tong Deputy Chief Executive ICBC (Asia) Alison Tudor-Ackroyd Editor FinanceAsia Rita Yeung Division Head, Banking Policy Department Hong Kong Monetary Authority Winnie Yeung Managing Director, Cimigo Raphael P. Young Managing Principal, Global Financial Services Transformation Office SAP Egidio Zarrella Clients and Innovation Partner KPMG China and more... (Speakers are listed in alphabetical order of their last name. The programme and speakers are subject to change.)

4 Morning Session AGENDA 9:00 9:05 9:15 9:30 10:00 10:20 10:50 11:30 12:25 13:00 Opening Remarks Carrie Leung, Chief Executive Officer, The Hong Kong Institute of Bankers Welcome and Setting the Scene Patrick Fung, Chairman & Chief Executive, Wing Hang Bank, Ltd. Chairman, Executive Committee, The Hong Kong Institute of Bankers The New Winning Formula for Hong Kong John Tsang Chun-wah, Financial Secretary, The Government of the Hong Kong Special Administrative Region Need for Stronger Risk Governance in a New Regulatory Landscape Arthur Yuen, Deputy Chief Executive, Hong Kong Monetary Authority China's Manhattan: The Qianhai Opportunities for Banks in Hong Kong Tse Yung Hoi, Chairman, BOCI-Prudential Asset Management Limited Keynote Speech: The Next Banking Revolution Ma Weihua, Chairman, Wing Lung Bank Ltd Panel Discussion: The Way Forward for the Hong Kong Banking Industry Panelists: - Anita Fung, Group General Manager, Chief Executive Officer, Hong Kong, The Hongkong and Shanghai Banking Corporation Limited - Gao Yingxin, Executive Director and Chief Executive, Bank of China (Hong Kong) Limited - Weber Lo, Citi Country Officer & Chief Executive Officer, Hong Kong and Macau, Citibank N.A. - Sebastian Paredes, Chief Executive Officer, DBS Bank (Hong Kong) Limited Moderator: T C Chan, Senior Adviser, The Bank of East Asia Limited Strategic Issues for the Hong Kong Banking Industry Simon Topping, Principal, Consulting, Head of Financial Services Regulation, Asia Pacific, KPMG Networking Luncheon (Networking standing luncheon will be provided for full-day participants) Afternoon Streams (2pm - 5pm) Stream 1: Retail Banking 2:00 Setting the Scene - Top Challenges Facing Financial Services Peter Thal Larsen, Asia Editor, Reuters Breakingviews 2:15 2:45 3:25 3:55 4:30 4:55 Money, Banking and Services Go Mobile - Are We Leading the Way or Falling Behind Egidio Zarrella, Clients and Innovation Partner, KPMG China The Potential of Social Business - A Banking Perspective Barry Chan, Associate Partner, Financial Services Sector, IBM Global Business Services Regulatory Framework for Stored Value Facilities and Retail Payment Systems Shu-Pui Li, Head (Financial Infrastructure Development Division), Hong Kong Monetary Authority Evolving Customer Demand - HKIB Annual Banking Survey Winnie Yeung, Managing Director, Cimigo The Closing Comments - Top Challenges Facing Financial Services Peter Thal Larsen, Asia Editor, Reuters Breakingviews (The programme and speakers are subject to change.)

5 Afternoon Streams (2pm - 5pm) AGENDA Stream 2: Commercial and Private Banking 2:00 2:30 3:15 3:45 4:30 RMB Regionalization and Its Impact on Asia Donghyun Park, Principal Economist, Economics and Research Department, Asian Development Bank Panel Discussion - The Evolving Asia Private Banking Business Model - Arjan De Boer, Head of Private Bank, North Asia, Private Bank, Asia, Australia and New Zealand Banking Group Limited - Maria Leung, Director, Head of Citigold Private Client, Citibank Global Consumer Banking - Alan Luk, Head of Private Banking and Trust Services, Hang Seng Bank - Shun Pang, Managing Director and Market Manager for Hong Kong, J. P. Morgan Private Wealth Management Moderator: Shruti Advani, Editor, Asian Private Banker Panel Discussion - Corporate Banking - The New Winning Formula - Tony Lee, Head of Corporate, Commercial Banking, Hong Kong, HSBC - Paul McSheaffrey, Head of Banking (Hong Kong), KPMG - Samuel Tong, Deputy Chief Executive, ICBC (Asia) Moderator: Alison Tudor-Ackroyd, Managing Editor, FinanceAsia Innovation and Transformation in Banking Raphael P. Young, Managing Principal, Global Financial Services Transformation Office, SAP Stream 3: Risk Management, Compliance and Operations 2:00 2:30 3:10 3:35 3:55 4:25 Compliance Change Management Todd Cooper, Vice President and General Manager of Enterprise Risk Compliance, Wolters Kluwer Financial Services Panel Discussion - Tackling the Risk Management, Operation and Technology Challenges - Dennis Lee, Executive Director, Head of IT Governance and Control, Asia-Pacific, Nomura International (Hong Kong) Limited - Michael K.M. Leung, Deputy Chief Executive and Chief Information Officer, China Construction Bank (Asia) - Peter Stephens, Enterprise Architect - APAC CTO, UBS AG - Tonet Santana, Digital and Mobile Solutions Lead, Regional Product Management, Asia Pacific, Treasury and Trade Solutions, Citi Transaction Services Moderator: Kristen Tiner, Business Development Director, APAC, Thomson Reuters GRC Safeguards and Roadmap for Personal Data Privacy Protection - Louis Liu, Solution Manager, Business Process Consulting Dept., Canon HK Co. Ltd. - Maverick Tam, Director, Enterprise Risk Services, Deloitte Touche Tohmatsu Regulatory Update: Implementation of Basel III Richard Chu, Division Head, Banking Policy Department, Hong Kong Monetary Authority Rita Yeung, Division Head, Banking Policy Department, Hong Kong Monetary Authority Panel Discussion - Economic Conditions and Emerging Risks in Banking - Woody Chan, Treasurer, China CITIC Bank International Limited - Patrick Ip, Deputy Chief Executive, ICBC (Asia) Limited - Xiaomin Rong, Regional Head of Risk Appetite and Governance & Head of Risk Strategy, Greater China, HSBC Asia Pacific Moderator: Frederic Lau, Managing Director, Promontory (The programme and speakers are subject to change.)

9 th September 2013 REGISTRATION FORM (Please Use Block Letters) Full Name : Mr/Ms Finding the New Winning Formula Organisation : HKIB Membership no: (if applicable) Certificate of Attendance (if

6 9 th September 2013 REGISTRATION FORM (Please Use Block Letters) Full Name : Mr/Ms Finding the New Winning Formula Organisation : HKIB Membership no: (if applicable) Certificate of Attendance (if required) HKIB CPD SFC CPT Department: Telephone: Address: ( ) (Note: we will send you the confirmation via ) Job Title: Mobile: Fax: Fee Standard Fee / Non-members HKIB Corporate/Ordinary Members/ Members of Supporting Organizations AHKIB/CP/ABP/CFMP Members Morning Session Only HK$ 2,800 HK$ 1,450 HK$ 1,000 Afternoon Session Only Full Day (Lunch Included) HK$ 2,800 HK$ 4,300 HK$ 1,450 HK$ 2,200 HK$ 1,000 HK$ 1,500 - Please also select 1 stream from below - Stream 1: Retail Banking Stream 2: Commercial and Private Banking Stream 3: Risk Management, Compliance and Operations Payment Methods Crossed cheque made payable to: The Hong Kong Institute of Bankers (Cheque no.: ) Please post the cheque with this Form to HKIB: 3/F, Guangdong Investment Tower, 148 Connaught Road Central, Hong Kong (Please write the participant s name on the back of the cheque) Credit Card : VISA Mastercard Amount : HK$ Cardholder Name : Signature : Card No. : Expiry Date : (mm/yy ) Terms and Conditions 1. All fees paid are non-refundable except when the event is cancelled. 2. Confirmation will be sent to participants via days before the conference. 3. All payments must be settled before event commencement. 4. In case of over-subscription, priority will be given on a first-come first-serve basis. 5. We reserve the right to cancel, modify and/or postpone the event. 6. The conference will be cancelled if No. 8 typhoon signal or black rainstorm warning is hoisted on the event day. In the event of cancellation due to bad weather, the conference will be rescheduled. Conference fees will not be refunded. 7. Any bank charges and/or expenses incurred as a result of bounced cheques and/or wire transfer will be borne by the participants. 8. We reserve the right to alter the contents of this conference and/or the identity of the conference presenters due to circumstances beyond our control. 9. In complying with the Personal Data (Privacy) Ordinance, the information provided here will be accessed only by the organiser and event manager for the purpose of this conference. We will not use your personal data for any other purposes without your prior consent unless such use is permitted or required by law. From time to time, we may provide you with information regarding our offerings including. You can unsubscribe by sending an to hkib@hkib.org with the subject "unsubscribe". How did you know about this conference? HKIB Website HR Advertisement HKIB Counter Friends / Colleagues Banking Today Plus Concepts Website Event Sponsor Others Please fax this form to: (852) Event Manager: Enquiries: (852) bankingconference@hkib.org

Prof. Richard Ho. Acting President Professor (Chair) of Finance City University of. Ricky Lin. Director of Wealth. Jimmy Chan

Prof. Richard Ho. Acting President Professor (Chair) of Finance City University of. Ricky Lin. Director of Wealth. Jimmy Chan Grand Award HKIB Outstanding Financial Planner Awards 2007 Panel of Judges (Final Round) Teresa Au Head of Corporate Responsibility & Sustainability, The Hongkong and Shanghai Banking Corporation William