Established in 1985, Challenger Limited (Challenger) is an investment management firm that was listed on the Australian Securities Exchange in 1987.

The foremost issuer of retail annuities in Australia, Challenger is the only financial services company dedicated to providing guaranteed, certain-return income stream products to both institutional and retail clients.

The investment team in Challenger's APRA-regulated Life company, Challenger Life, manages over $8 billion^ in assets to secure income for approximately 60,000 clients^.

In addition to making and meeting promises of guaranteed income and capital returns, Challenger has acquired interests in a number of leading boutique funds, acting as a gateway to other expert investment managers.

^As at 31 March 2011.

For more information

Matt Gaden
General Manager, Institutional Business and Strategic Alliances
T: (612) 9994 7126
W: www.challenger.com.au

Citi, the leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. Through Citicorp and Citi Holdings, Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

For more information

David Edwards
Director, Head of Sales, Securities & Fund Services
T: (612) 8225 2143
W: www.citigroup.com, www.citi.com.au or www.citibank.com.au

Deutsche Bank is one of the world’s largest ETF providers with more than US$50 billion 1 in assets under management. With more than 180 db X-trackers ETFs1 on various asset classes including equities, fixed income, credit (long/short), money market, currencies and commodities, investors are able to implement a wide range of market strategies in a transparent, flexible and efficient manner. db X-trackers ETFs are supported by a range of market makers and are listed on different exchanges all over Europe (BorsaItaliana, Frankfurt Xetra, ParisEuronext, London Stock Exchange and Zurich SIX Swiss Exchange). db X-trackers ETFs are now also available in Asia on The Stock Exchange of Hong Kong Limited (“SEHK”) and the Singapore stock exchange (“SGX-ST”) where Deutsche Bank is the largest ETF provider by product offerings and the No.2 provider in Hong Kong and No.1 provider in Singapore in terms of turnover respectively 2. db X-trackers ETFs seek to combine superior index tracking, liquidity, transparency and innovation. They are designed to replicate the relevant index performance “one-for-one” before fees which creates transparency. All db X-trackers ETFs are built on the solid and stable foundations of Deutsche Bank and provide peace of mind as they are supervised under the UCITS III regulations.

In 2010, db X-trackers was named the best ETF provider in Asia.

1 Source: Deutsche Bank, as of 15 December 2010
2 Source: Reuters, 1 January to 31 December 2010

For more information

Deutsche Bank AG, Hong Kong Branch
T:+852 2203 6886
W: www.etf.db.com/hk

The Hong Kong Retirement Schemes Association (HKRSA) was established in 1996 to promote the interests and best practices of retirement schemes in Hong Kong. We are a not-for-profit, non-political association representing retirement schemes and their members. Our mission is to be the authoritative body in the retirement protection industry, increase awareness of retirement issues and build services and contacts within Greater China.

HKRSA acts as a thought leader to research and Government policy in the area of retirement protection, promotes communication and corporate governance issues and provides professional education and training in retirement schemes industry. We also organize regular luncheons, seminars and sharing sessions to provide a forum for discussion on issues of current and topical interest.

For more information

Jonathan Watkin
Director – Secretariat
T: (852) 2147 0090
W: www.hkrsa.org.hk

Sonia Man
Administrative Officer
T: (852) 2147 0090
W: www.hkrsa.org.hk

The Hong Kong actuarial profession body was formed in 1968 as the Actuarial Association of Hong Kong (AAHK) and, 26 years later, its successor, the Actuarial Society of Hong Kong (ASHK) was duly incorporated in January 1994. The ASHK is a full member of the International Actuarial Association (IAA), which has 63 full member organization and 26 associate member organizations around the world. As of March 2011, the membership of the ASHK is over 811 with 483 Fellows fully qualified through examinations by the professional bodies in the U.K., U.S.A. and Australia. It is one of the largest such professional bodies in Asia. The ASHK is governed by an elected Council and sets certain Professional Standards and Actuarial Guidance Notes for members to follow.

For more information

Pat Kum
Manager, Asia Services
T: (852) 2147 9418
W: http://www.actuaries.org.hk/

The Hong Kong Trustees’ Association (HKTA) is the premier independent body representing the trust and fiduciary services industry in Hong Kong. Its mission is to represent the trust industry in promoting high standards of professionalism and contribute towards advancing the status of Hong Kong trust professionals and the industry both in the PRC and internationally. The association, with over 70 corporate members and covers all key corporate and private trusts companies in Hong Kong, represents the industry in lobbying and dialogue with the government and regulators on trust and related industries, and provides training and organises seminars for practitioners in the trust industry.

For more information

Diana Bruce
Administrator
T: (852) 2559 7144
F: (852) 2559 7249
W: www.hktrustees.com/home.htm

IFPHK was established in June 2000 as a non-profit organization for the fast–growing financial industry. It aims to be recognized in the region as the premier professional body representing financial planners that uphold the highest standards to benefit the public.

The Institute is the sole licensing body in Hong Kong authorized by Financial Planning Standards Board Limited to grant the much-coveted and internationally-recognized CFPCM certification to qualified financial planning professionals in Hong Kong and Macau.

It represents more than 10,000 financial planning practitioners in Hong Kong from such diverse professional backgrounds as banking, insurance, independent financial advisory, stockbroking, accounting, and legal services.

Currently there are over 133,000 CFP professionals in 24 countries/regions; the majority of these professionals are in the U.S., Canada, Australia and Japan, with more than 4,200 CFP professionals in Hong Kong.

For more information

T: (852) 2982 7888
W: www.ifphk.org/en_index.aspx

The Mandatory Provident Fund Schemes Authority ("MPFA") is a statutory body established in September 1998 to regulate and supervise the operations of the MPF System in Hong Kong. The MPF System is designed with a long-term perspective for Hong Kong’s working population to save for basic retirement protection. It is one of the three pillars advocated by the World Bank to provide retirement support, alongside a social security safety net, and private savings and insurance.

For more information

Complaint and Enquiries Section
T: (852) 2918 0102
F: (852) 2259 8806
W: www.mpfa.org.hk/eindex.asp

The Hong Kong Investment Funds Association (“HKIFA”) is a professional body that represents the asset management industry in Hong Kong. We have two major roles, namely the promotion of Hong Kong managed investment products and consultation with the authorities to relay the views of our members on issues that have implications for the asset management industry. Our objective is to enable Hong Kong people to understand more about the characteristics of mutual funds; and to use them effectively for retirement investment and other financial planning purposes. We have 45 fund management companies as full/overseas members. They manage over 1,300 SFC-authorized funds as at the end of February 2011, involving total assets of about US$1,000 billion. We also have 60 affiliate and associate members.

For more information

Irene Chan
Manager
T: (852) 2537 9912
F: (852) 2877 2368
W: http://www.hkifa.org.hk/eng/Index.aspx

Established in July 2000, InvestHK is the Hong Kong SAR Government’s department for foreign direct investment. InvestHK supports overseas, Mainland and Taiwanese companies to set up and expand their businesses in Hong Kong. InvestHK's work with clients on a long term basis and are available to help at any stage of the business development process with all of the services provided being free, customised and confidential. InvestHK has highly professional teams in Hong Kong’s priority sectors and an overseas network with representatives based in 27 key business cities worldwide. Our staff, in your home country and in Hong Kong, work seamlessly to support you to setup and expand business in Hong Kong.

For more information

Cameron Boardman
Head – Australia & New Zealand
T: (612) 9286 2358
W: www.investhk.gov.hk

The Australian Trade Commission – Austrade – is the Australian Government’s trade and investment development agency.

Austrade assists Australian businesses to succeed in trade and investment internationally, and attracts productive foreign direct investment into Australia. Austrade’s extensive global network of offices covers more than 100 locations in over 55 countries.

For more information

T: (612) 9392 2035
W: www.austrade.gov.au

ASrIA 10th Year Anniversary Conference, 28-29 September, Hong Kong
The Association for Sustainable and Responsible Investment in Asia (ASrIA), is not for profit membership organisation promoting sustainable finance in the Asia Pacific region with 60+ members from the Asian and international financial services industry.

ASrIA is hosting the conference, “Across the Value Chain: Learning from the Past, Transforming Asia’s Future” to celebrate 10years of development in sustainable finance in Asia. The event partner is ASFA.

The program will showcase Asian and international sustainable finance experts from across the value chain, including asset owners, fund managers and policy makers to assess current market developments and engage in dialogue to catalyse sustainable finance for the critical next decade.

For more information

Rebecca Mikula-Wright
General Manager
T: (852) 3105 3701
W: http://conference.asria.org/2011/

IPA is a magazine focused on institutional investment and the development of pension systems in Asia. IPA’s core readers are the large asset owners in Asia, including sovereign wealth funds, government sponsored pension funds, private pension and superannuation funds, endowments and family offices. Readership spans the region from North Asia to Australia and across to India. IPA distributes a weekly Asian news bulletin to 9000 email addresses. The IPA website, at www.ipe.com/asia contains the complete archive of news and feature articles, as well as back copies of the magazine in digital format. Investment & Pensions China is our Chinese language magazine and website www.ipe-china.com. We also publish a web portal for and about the asset management community in Asia, located at www.funds-asia.com.

For more information

Richard Newell
Managing Editor
T: +64 9 529 1611
W: www.ipe.com/asia

AIA Australia Limited is an independent life insurance specialist which has been operating in Australia for over 40 years. We offer a range of life insurance products which protect the financial health and welfare of Australians.

In addition to being the country’s biggest group life insurer by market share, we also offer retail insurance products through independent financial advisers and through a valued network of affinity partners.

We are one of Australia’s leading life insurers, providing solutions to some of Australia’s major financial institutions and corporate partners. In recent years we’ve been repeatedly recognised by a number of industry awards including winner of outstanding value for Income Protection and Business Expenses Insurance as well as best Term Life and TPD Risk insurance.

AIA Australia is part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group in the world.

For more information

James Dunn
Marketing Programs Manager - Marketing
T: (613) 9009 4869
W: www.aia.com.au

Mercer is a leading global provider of consulting, outsourcing and investment services, with more than 25,000 clients worldwide. Mercer consultants help clients design, manage and administer retirement, health and other benefits, and optimise human capital. Mercer’s investment services include global leadership in investment consulting and multi-manager investment management. Mercer’s global network of more than 20,000 employees, based in over 40 countries, helps ensure integrated, worldwide solutions, with Mercer consultants working with clients to develop solutions that address global and country-specific challenges and opportunities. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies, Inc.

For more information

Russell Mason
Worldwide Partner
T: (612) 8864 6817
W: www.mercer.com.au

AMP Capital Investors is a diversified investment manager in the Asia Pacific region with approximately AUD $140b in assets under management. The group has around 180 investment professionals investing in shares, bonds, property, infrastructure and private equity. AMP Capital has its head office in Sydney with offices through Australia but internationally, London, New York, Tokyo, Beijing, Singapore, Hong Kong, Mumbai, Bahrain, Auckland, Wellington and Luxembourg sourcing and managing investments in equities, infrastructure, property and private debt. AMP Capital has an expanding distribution network in Asia to meet the Asian investor's demand for offshore investment products.

For more information

Anthony Fasso
Chief Executive, International
T: +85237507600
M: +85291954374
W: www.ampcapital.com.au

The Institute of Actuaries of Australia is the sole professional body for actuaries in Australia. It is the public face of a learned profession, which represents the interests of its members within Government, the business community and the general public. This is achieved through the activities of members in their roles as Institute Councillors and members of professional committees and taskforces.

Working within this structure, the Institute is able to directly influence Government legislation that relates to the Life Insurance Act, Superannuation and other areas of actuarial interest.

For more information

Andrew Jones
Head of Marketing and Member Experience
T: (612) 9239 6114
W: www.actuaries.asn.au