Networking Dinner
Canna Bali
Investor Services Task Force (ISTF)
“Sustainability - What CSDs Can Do to Facilitate a Better Fund Environment for Investors”
Overview
CEO's Message
Dear member and Advisors of Asian Fund Standardization Forum (AFSF) and Investor Services Task Force (ISTF),
Indonesia Central Securities Depository (KSEl) is delighted to welcome you to the AFSF & ISTF Joint Workshop 2024 which will be held in Bali, Indonesia, 19-22 February, 2024.
After navigating the challenges of a global pandemic, this in-person event provides a unique opportunity to reconnect, revisiting the roots of our journey, and recalibrating our strategic directions with shared goals.
Set against the backdrop of Bali’s beauty, we are thrilled to host you and anticipate an enriching experience filled with engaging discussions and knowledge exchange that will undoubtedly shape the future of our industry.
On behalf of KSEl, we hope this event will bring fruitful insights and experiences for all the participants. We look forward to welcoming you in Bali!
Best Regards,
Samsul Hidayat
President Director of KSEI
The 6th AFSF Knowledge Sharing Workshop
“AFSF Reboot: Time to Recalibrate”
For many years, the global pandemic has slowed down and even obscured our dialogue on the Pan-Asian harmonization in the post-trade world. Returning as the first in-person event in four years, the 6th AFSF Knowledge Sharing Workshop will rev up the engine of the forum and spark discussions under the theme of "AFSF Reboot: Time to Recalibrate". The workshop will offer ample opportunities to revisit the beginning and past journey of the forum and adjust our strategic directions for the future.
Investor Services Task Force (ISTF)
“Sustainability - What CSDs Can Do to Facilitate a Better Fund Environment for Investors”
Sustainability has become the mainstream around the world. As a vital market infrastructure, CSDs play a pivotal role in cultivating a sustainable fund environment for investors, whether through direct services for investors (e.g. fund holding/ fund market information disclosure) or through indirect services that will be beneficial to investors (e.g. financial inclusion or fund supervisory). In the ISTF Workshop, we will explore the actions CSDs can take in the fund ecosystem to establish a more sustainable environment for investors.
Agenda
Registration
Graha Sawangan Foyer
Opening
Graha Sawangan Ballroom 1-2
Opening Speech
Mr. Samsul Hidayat (President Director, PT Kustodian Sentral Efek Indonesia)
Congratulatory Speech
Mr. Soonho Lee (Chairman & CEO, Korea Securities Depository)
Keynote Speech
Ms. Ona Retnesti Swaminingrum (Head of Department of Securities Institution Supervision - Indonesia Financial Services Authority (OJK)
Group Photo
All Delegates
Coffee Break
AFSF Session
Topic: AFSF Reboot: Time to Recalibrate
Mr. John Oh (KSD, Manager)
CSD Session 1: “Fund Platforms & Services”
Topic: Fund E-Account
Ms. Chuchu Yang (CSDC, Manager)
Topic: Strategic Reconsideration: Modernizing CSDI’s Integration Plan
Ms. Maryam Shah Hosseini (CSDI, Director)
Topic: FundConnext Plus: The Next Level of Premium Fund Services
· Presenter: Ms. Kritayaporn Ruengrung (TSD, Deputy Vice President)
Ms. Kritayaporn Ruengrung (TSD, Deputy Vice President)
Topic: VSDC Fund Services: Regulatory Framework and System Platform
Ms. Nguyen Thu Thuy (VSDC, Deputy Manager)
Lunch Break
Paon Restaurant - Hilton Bali Resort
CSD Session 2: “Fund Regulations & Supervision”
Topic: The Regulatory Developments in the Philippines Fund Market
Ms. Eulalie Noreen Severo (PDTC Depository, Associate Director)
Topic: Fund Market Regulatory Development: Promoting Integration to Support Market Conduct Supervision
Ms. Eqy Essiqy (KSEI, Director)
Topic: Regulatory Framework and Development of the Taiwan Fund Market
Ms. Shuting Chen (TDCC, Associate)
Topic: Embracing Non-Marketable Assets via Fund Platform
Mr. Jaechan Lee (KSD, Manager)
Coffee Break
Local Market Session
Topic: Investment Management Industry:
Challenges and Opportunities
Mr. Marsangap P. Tamba (APRDI, Chairman)
Topic: Sustainability of Retail Distribution Process in Indonesian Mutual Fund Industry; A Custodian Bank Perspective
Ms. Lenna Akmal (ABKI, Lead of Regulatory - Fund Services Committee)
Closing
Dinner
Grain Restaurant, Hilton Bali Resort
Registration
Opening
Advisory Session 1 “Market Changes and Industry Response”
Topic: Latest Developments in Funds Processing, Distribution, Data, and DLT
Mr. Bernard Tancré (Clearstream, CEO, Fund Centre AG)
Topic: Alleviating the T+1 Pain Points through Operational Efficiency
Ms. Nellie C. Dagdag (DTCC, Managing Director)
Topic: Building Financial Market Infrastructure for Private Markets
Mr. David Genn (Euroclear, CEO of Goji)
Lunch Break
Grain Restaurant - Hilton Bali Resort
Advisory Session 2 “Investment Funds and DLT-powered Innovations”
Topic: Investing 3.0 – Tokenisation of collective investment
Mr. Justin Christopher (Managing Director, Calastone)
Topic: Tokenised fund management servicing and the prospects for digital transfer agency
Mr. Boon-hiong Chan (Deutsche Bank, Head of Fund Services)
Coffee Break
Advisory Session 3 “Insights from Newcomers”
Topic: Fund Industry Key Trends
Lai Leng, Leong (Citi, Director)
The Digital Journey of Fund Servicing
Mr. Karthikeyan Vuyyala (Director, HSBC)
Wrap-up Session
John Oh (KSD, Manager)
Closing
MC
Cultural Dinner
Aarunya Ballroom, Six Senses, Uluwatu Resort
ISTF (hosted by TDCC)
Registration
Opening Remarks
Ms. Julie Wang (TDCC, Senior Vice President)
Keynote Speech 1
Topic: Deciphering Global Market Trends to Create Digital Advantage
Mr. Justin Christopher (Calastone, Managing Director)
Keynote Speech 2
Topic: EMLAAK FINANCIALS- A One Stop Digital Shop for Mutual Fund Investments and Management
Mr. Syed Asif Shah (CDCPL, Chief Information & Digital Officer)
Keynote Speech 3
How does TDCC play a forward-looking role in the fund market
to maximum benefits for investors?
Brandon Wu (TDCC, Associate)
Coffee Break
Panel Discussion
Topic: Sustainability - What CSDs Can Do to Facilitate a Better Fund Environment for Investors
Moderator: Brenda Hsu (TDCC, Manager)
Panel (Alphabetical Order by First Name):
Topic: Thai ESG Fund: New tax-deductible fund with sustainable investment
Panelist: Mr. Chatchai Limsangkomlert (TSD, Deputy Vice President)
Topic: Promote Sustainability Through KYC Administration Services
Panelist: Ms. Hartati Handayani (Head of Division, KSEI)
Topic: Promote Sustainability Through KYC Administration Services
Panelist: Ms. Irene Hsiao (TDCC, Associate)
Topic: TDCC's Digital Services for Fund Beneficiarie
Panelist: Ms. Lynn Tzeng (TDCC, Associate)
Topic: Opportunities & challenges towards Funds Market Sustainability within the scope of fund Services operations by VSDC
Panelist: Ms. Nguyen Thu Thuy (VSDC, Deputy Manager).
Panel (Alphabetical Order by First Name):
Topic: Thai ESG Fund: New tax-deductible fund with sustainable investment
Panelist: Mr. Chatchai Limsangkomlert (TSD, Deputy Vice President)
Topic: Promote Sustainability Through KYC Administration Services
Panelist: Ms. Hartati Handayani (Head of Division, KSEI)
Topic: Promote Sustainability Through KYC Administration Services
Panelist: Ms. Irene Hsiao (TDCC, Associate)
Topic: TDCC's Digital Services for Fund Beneficiarie
Panelist: Ms. Lynn Tzeng (TDCC, Associate)
Topic: Opportunities & challenges towards Funds Market Sustainability within the scope of fund Services operations by VSDC
Panelist: Ms. Nguyen Thu Thuy (VSDC, Deputy Manager).
Closing
Ms. Julie Wang (TDCC, Senior Vice President)
Half-day Tour
(Lunch & Dinner Included)
- All times are GMT+8 or Local time
Announcement
The Bali Provincial Government is applying a tourism fee for foreign tourists. This policy is being implemented on February 14th, 2024. International tourists to Bali must pay a foreign tourist fee of 150,000 Rupiah, charged in Indonesian currency, equivalent to around $10 USD.
