Morningstar (China) 2026 Annual Investment Summit

Agenda: Main Forum: 09:00-11:45 09:00–09:20 Opening Remarks: Liu Jianping, President of the Shanghai Fund Association and General Manager of Zhongou Fund Kunal Kapoor, Global CEO of Morningstar (Remote) Michael Holt, Global Chief Financial Officer of Morningstar (Remote) 09:20–10:00 Keynote Speech: Morningstar's Observation on the Fund Industry and the Release of Investment Advisory Evaluation Report Chen Peng, Chairman of Morningstar China 10:00–10:50 Panel Discussion: Changes in the Public Offering Fund Industry under High-Quality Development Liu Jun, Vice General Manager of Huatai Berwick Fund and Director of Index Investment Department Sun Chen, General Manager of Fidelity Fund Management (China) Co., Ltd. Yang Fan, Deputy Secretary of the Party Committee and General Manager of ICBC Credit Suisse Fund Zheng Yan, Assistant General Manager of Zhongou Fund and Executive Director of Zhongou Wealth Panel Moderator: Zhang Ming, Executive President of Shanghai JiYu Fund Sales Co., Ltd. 10:50–11:40 Panel Discussion: Fee Reform Implementation: Challenges and Opportunities for Wealth Management Institutions An Wei, Vice Chairman and Chief Investment Officer of E Fund Wealth Deng Juan, Vice General Manager of East Money Securities Thomas Pixley, General Manager of Charles Schwab (Shanghai) Luo Gangqing, Managing Director of Product and Solutions at CICC Wealth Panel Moderator: Zhang Zhe, General Manager of Morningstar China 11:40–13:30 Lunch Break and Tea Break Breakout Session B: Wealth Management 13:30–14:00 Keynote Speech: Observations on China’s Buyer-Side Investment Advisory Industry and Capacity Building for Advisors Mao Nini, Permanent Executive Director of the Canadian Investors and Financial Education Association, Senior Advisor at Guangzhou Investment Advisory Academy 14:00–14:40 Keynote Speech: The Chinese Practice of Buyer-Side Investment Advisory: AI Empowering a New Future for Advisory Business Xiao Wen, Chairman of Yingmi Fund 14:40–15:10 Keynote Speech: Reflections and Practices on Buyer-Side Advisory Business Han Xiang, General Manager of E Fund Wealth 15:10–15:40 Keynote Speech: AI Reshaping Wealth Management: From Customer Profiling to Robo-Advisory Tao Ronghui, General Manager of Harvest Wealth 15:40–16:20 Panel Discussion: AI and Wealth Management Ma Ben, Global Partner at McKinsey & Company Wu Wenyan, Director of Financial Services Solutions at Baidu Intelligent Cloud Zhao Yizhe, Deputy General Manager of Noah Holdings Panel Moderator: Yang Tao, Product Director of Morningstar China 16:20–17:00 Panel Discussion: From Traffic to Service: Restructuring Professional Capabilities in Wealth Management Tang Xiaojing (Jian Qi), Founder of Jian Qi Wealth Management Zhang Liyuan, Chairman of Oriental Goldsmith and Chief Investment Officer of Zhiyuan Family Office Zhang Yizhen, Curator of the Fund Self-Media EarlETF Panel Moderator: Qu Chenchen, Strategy Analyst and Senior Editor at Morningstar China

7446 Views