2019 International Financial
Technology Summit

and The 3rd Annual LUN FinTech Roundtable

Reshaping the Financial Industry Through Global FinTech Exchange
Dec 5th, 2019

Schedule

12:30 - 13:00 Guest Check-In
13:00 - 13:30 Opening Remarks
13:30 - 13:50 Establishment of the LUN Partners’ Fintech Innovation Hub
Commencement of Securitization Research Project Between LUN Partners Group & Fudan University
13:50 - 14:15 Michael Sung, Co-Director of Fudan Fanhai Fintech Research Center

Prof. Sung will provide an overview of the global trends of digital finance and the advantages of securitization of assets through tokenization. He will introduce cases studies of innovation in digital finance and the role of blockchain technology in the development of the digital economy. Specific attention will be given to recent developments in China regarding the digital RMB as well as blockchain strategy for modernizing governance.
14:15 - 14:40 Greg Brogger, Founder & CEO, SharesPost

Greg will be sharing SharesPost's firsthand experience of the demand within the private securities market, the valuation blackbox of late stage unicorn companies, and their respective public market performance. He will be introducing GLASS, a decentralized settlement and liquidity hub, and the unique compliance solution it offers to the security token exchanges connected. He will also be sharing the most recent regulatory developments as it pertains to security tokens in the United States.
14:40 - 15:05 Jacqueline Kwok, Director (APAC), Securitize

Jacqueline will be introducing Securitize, a primary issuance and security tokenization platform that aids issuers in token creation, custody, trust, transfer, tracking, governance, and communication through its DS Protocol.
15:05 - 15:30 Roundtable Discussion: Blockchain technology's role, advantages, and challenges in asset securitization

・ Charles Chang (Host), Deputy Dean of Academics, FISF, Fudan University
・ Greg Brogger, Founder & CEO, SharesPost
・ Jacqueline Kwok, Director (APAC), Securitize Research Institute
・ Terence Lam, Co-Founder & CEO, Loopnest Accelerator
・ Dušan Stojanović, Founder & Director, True Global Ventures
・ Anna Young, Chief Product Officer, OneChains
15:30 - 15:55 Intermission
15:55 - 16:20 Dare Okoudjou, Founder & CEO, MFS Africa

Dare will provide a review of the African Mobile Payments Market and the unique cross-border payment solutions that MFS Africa provides to its partners and customers. He will also be introducing MFS Africa's current projects relating to "Belt and Road Initiative" and the important role MFS Africa plays in bridging China to Africa.
16:20 - 16:45 Sebastien Gaudin, Founder & CEO, CareVoice

Sebastien will provide an overview of how the digitization of insurance products and services is quickly becoming a prevailing trend within financial services. He will also introduce how insure-tech companies utilize a "healthcare services + insurance" model to engage with industry incumbents, effectively strengthening the customer experience and product quality for traditional insurance companies.
16:45 - 17:10 Audrey Wong, COO & CFO, Quantifeed

Audrey will present on how digital wealth management has successfully elevated traditional investment advisory businesses by eliminating previous constraints related to cost, geography, and time. Quantifeed is a pioneer in advocating "Wealthcare", a client-centric model that emphasizes the offering of highly customized wealth management services at a fraction of the cost to all investors, and not just the wealthy few. She will also introduce ongoing collaborations with Legg Mason, Cathay Financial Holdings as well as future development plans in Japan and Southeast Asia.
17:10 - 17:35 Roundtable Discussion: Coming to China, the Strategic Importance and Challenges of Innovative Financial Technologies Entering the China Market

・ Albert Liang (Host), Founder & CEO, iGenesiis Group
・ Filiberto Secchi, Director of LUN Partners Group, Co-Director of Fintech Innovation Hub
・ Sebastien Gaudin, Founder & CEO, CareVoice
・ Hao Sun, General Manager, Legg Mason China
・ Toshinosuke Katoh, CEO of MFS Africa Frontiers, Senior Advisor of LUN Partners Group
・ Ken Liu, Chief Representative of China, JCMS
17:35 - 18:00 Roundtable Discussion: Going Overseas, Advantages and Challenges Faced by Domestic Companies Undergoing Growth and Transformation

・ Flora Tse (Host), Founder & CEO, BaySound
・ Juemin Zhu, Senior Advisor for Greater China, Asia Leaders Series
・ Tsuyoshi Ri, Founder & CEO, Netstars
・ James Jiang, President, China Insurance Innovation
・ Raymond Song, Founder & CEO, Ronghan International
・ Sam Su, Senior Vice President of Marketing, Sunmi
・ Qihong Bao, Co-Founder & CTO, Platinum Analytics

Speakers

PEILUNG LI

Founder & Chairman
LUN Partners Group

CHARLES CHANG

Deputy Dean of Academics, FIFS, Fudan University

KAEDE KOTSUKI

Partner & CIO
LUN Partners Group

MICHAEL SUNG

Co-Director of the Fudan Fanhai Fintech Research Center

Greg Brogger

Founder & CEO
SharesPost

Jacqueline Kwok

Director (APAC)
Securitize

Dare Okoudjou

Founder & CEO
MFS Africa

Sebastien Gaudin

Founder & CEO
CareVoice

AUDREY WONG

COO & CFO
Quantifeed


VIVIAN FRIEDMAN

Public Diplomacy & Culture Exchange Center Education Department Executive Director

TERENCE LAM

Co-Founder & CEO
Loopnest Accelerator

Dušan Stojanović

Founder & Director
True Global Ventures

Anna Young

Chief Product Officer
OneChains

Albert Liang

Founder & CEO
iGenesiis Group

Filiberto Secchi

Director of LUN Partners Group
Co-Director of Fintech Innovation Hub

HAO SUN

General Manager
Legg Mason China

Toshinosuke Katoh

CEO of MFS Africa Frontiers, Senior Advisor of LUN Partners Group

Ken Liu

Chief Representative of China
JCMS

Flora Tse

Founder & CEO
BaySound

Juemin Zhu

Senior Advisor Greater China
Asia Leaders Series

Tsuyoshi Ri

Founder & CEO
Netstars

JAMES JIANG

President, China Insurance Innovation Research Institute

Raymond Song

Founder & CEO
Ronghan International

Sam Su

Senior vice President of Marketing
Sunmi

Qihong Bao

Co-Founder & CTO
Platinum Analytics

Hosts

Co-Hosts

Location

KIC Conference Center 388 SongHu Road, Bldg #7 YangPu District
Shanghai, China 200433
上海杨浦区淞沪路388号创智天地7号楼1F会议中心

CBN Interview

2018 Summit