DAY ONE - 25 February, 2009 (Wednesday)

Opening Remarks: Managing IT through uncertainty
Opening Keynote Speaker
Mr. William Yin
Partner
Managing Director
Boston Consulting Group

Keynote One: Managing Risk: The Future of Wealth Management
Cliff Harkins
Executive Vice President, Sales and Marketing (Worldwide)
WealthCraft Systems Limited (A partner of Microsoft)

Summary
The financial crisis has severely impacted financial institutions globally. Wealth management teams especially in banks are under immense pressure and scrutiny from both their clients and regulators to greatly improve their service offerings, adhere to new compliance regulations, and minimize risk in their operations.

In this seminar we will focus on three areas which are key to managing risk and succeeding in today’s challenging wealth management environment:

1. Strategic Asset Allocation
   - Proper diversification of client investment assets will significantly reduce downside risk in client investment portfolios


2. Enterprise wealth management platform
   - Consolidation of all client communication, documentation, and strict auditing is a must to achieve compliance rules
   - Compliance driven Financial Planning Process


3. Straight Through Processing of Unit Trusts
   - Automation can reduce costs by 50%, improve service levels, and minimize operational risk.

Keynote Two: Sterling Multi Enterprise Finance Gateway (MEFG): Improve your operational efficiency and revenue opportunities with your corporate customers and banking partners
Mr. Chia Chong Hai, Manager, Solutions Engineering, Sterling Commerce Asia

Summary
In today's market, you need to consistently exceed your customers’ expectations. Quality of service and standards are essential to building the banking relationship with corporate customers, particularly now that banking products have become similar and commoditized. Your corporate customers, many of them multinational organizations, demand greater efficiency, innovation, and flexibility. Your corporate customers exchange high volumes of time-critical financial data with you as well as with one another. They expect rapid, pain-free, reliable, and low-cost solutions for information exchange, and they demand high performance and holistic service at competitive prices.

This poses a significant challenge, because you must find a way to manage the volume,speed, and diversity of this information flow while maintaining attractive operating margins. Failure to do so risks lower profits, penalties for not meeting required service level agreements, and even the loss of high-value corporate clients to more agile competitors. The problem is complicated by the fact that most banks use inherited, inefficient, and highly complex point-to-point legacy systems.

Keynote Three: Essential Information Protection : Practical Data Loss Prevention Strategy for FSI
Mr. William Tam
Senior Head of Technical Consultancy - Asia Pacific and Middle East
Websense

Summary
Have you thought about thechallenges faced by the Financial Services Industry? Malicious or accidental disclosure of financial details to unauthorized parties can negatively impact a company’s stock price, brand equity and customer confidence. Banks, lenders, and other financial service providers must maintain strict confidentiality of any communications involving client data, from social security numbers and account information to client risks, liabilities, and assets. Financial reports and communications, especially in publicly-traded companies, are highly sensitive. Mergers and acquisitions require strict confidentiality to avoid conflicts of interest, compromised positions, or regulatory sanctions. Find out how Websense Essential Information Protection Solutions for Financial Services enable productive and safe use of the Web and email, protection for your customers and employees, and compliance with financial services regulations to help you maintain a competitive advantage in the market.

Morning Networking Coffee Break

Keynote Four: Business Intelligence Competency Centre (BICC): The Brain of Your BI Strategy
Mr. Toa Charm
Regional Head of BI Competency Centre, Asia Pacific, HSBC
Chairperson, BI Special Interest Division, Hong Kong Computer Society

Summary
• Industry Models and Trends of BICC
• Benefits and Business Values of BICC
• Role of BICC in the BI Evolution Journey
• Case Studies: Implementation of BICC around the world
• Challenges and Best Practices in Setting up and Managing a BICC

Keynote Five: "Weathering the Storm" - how Orange can help companies Respond to the financial downturn
Trevor Lewis
Business Partner, Large Projects, Asia Pacific
Orange Business Services

Summary
As the global financial downturn continues to bite, Orange sees the primary challenge of shortage of short term credit impacting companies and their IT investments in a number of ways; capital programs postponed or cancelled, cutting of discretionary spending, freeze on hiring and increased redundancies and postponement of non-critical projects.

Down, but not out - Gartner trends show that Asia Pacific and the Financial Services will show a faster and more pronounced recovery than other geographies and sectors. So, whilst not losing sight of strategic outcomes and the inevitable growth cycle that will follow the current downturn, in the immediate term CIOs need to focus on technology and projects that cut cost, prove how IT clearly adds value to the business and provide increasingly short term ROI.

Orange provides a range of solutions and services that are well placed to help CIOs respond through visibility and control of costs, sweating of existing assets and improved efficiency and innovation. Orange understands that companies need flexibility to support rapidly changing business landscapes and can deliver OPEX based predictable services and value based selective sourcing to help provide such flexibility.

The Orange value proposition importantly provides the reassurance of financial stability, as part of the France Telecom Group with growing revenue, stable operating margin and significant levels of recurring revenues, aligned to a market leading global presence and support structure.

CIO Insights Panel 1: Navigating through the Global Financial Crisis: Strategic Insights for IT Leaders in Financial Services

Moderator
Mr. William Yin, Partner and Managing Director, Boston Consulting Group

Executive Panelists
Mr. Arthur Wong, Senior Vice President, Head of Business Technology Management, Fubon Bank (Hong Kong) Ltd
Mr. Michael Ma, Corporate VP, IT, AIA Company Ltd
Mr. Edward Scheckler, Global Head of Infrastructure Information Technology, CLSA Ltd
Mr. Thio Tse Gan, Executive Director, Deloitte & Touche Enterprise (Risk Services Pte Ltd)

CIO Networking Luncheon Roundtables: Turning the Customer Services Channels into Revenue-Generation Drivers
(By Invitation Only)
Sponsored by SAS

Mr. Benjamin Chien
Principal, Customer Intelligence
SAS HK

Summary
Most companies already have well-established service channels to serve customers or keep connected with them, such as corporate websites, customer service center, branches and kiosks. But these channels are often regarded as the cost centers instead of creating sales opportunities. During the luncheon, we will delve into the technologies on how to turn these service channels into efficient revenue-generation drivers through:

• Customer data integration among different channels, such as websites and phone interaction
• A single view of customer behaviors on multiple channel engagement for accurate target segmentation
• Real-time tailored responses for upsell/cross-sell/retention across channels
• Channel and offer optimization that determines the exact customer-specific combinations with the highest financial upside
• Measurable results, and continuous marketing campaign evaluation/ enhancement

Keynote Six: Managing IT in a Tough Budget Year
Mr. Emil Chan
First Vice President
Head of IT - Asia Pacific
BayernLB

Summary
As IT is one of the largest spending categories for banks, the CIOs are told to provide immediate solutions to achieve savings under today's economic challenges. Apart from the traditional "Chop and Stop" cost cutting approaches with heads cut, projects suspension, service levels reduction and vendor squeezing, we shall consider more effective solutions. How can we achieve rapid IT reduction through radical transformation of the IT organization and realize it with less effort?

Keynote Seven: Preventing Fraud and Data Theft with SIEM Technologies
Mr. Albert Kuo
Vice President and General Manager, Asia Pacific
ArcSight, Inc.

Summary
On any given day, an organization is making headlines with fraudulent activity launched against it – either from trusted or un-trusted users. In Banking there is always risk, such as preventing insider threat from rogue traders, and though preventing fraud can not be 100% removed, it can be mitigated. Detecting, investigating, and responding to fraud efficiently and effectively has become an essential business process. With a Security Information and Event Management (SIEM) solution, organization can combine event collection, analysis and storage across multiple scenarios such as perimeter threats, insider threats, compliance and fraud. More holistic reporting, visual analytics and incident response can also be leveraged. Perhaps most importantly, all the capabilities can be applied beyond banking applications to address a wide-range of internal and external threats.

Keynote Eight: Do more with Less - Gain remarkably clear insight into your data center and effectively managing the power consumption and cost
Mr. Paul Yung
District Manager Hong Kong & Macau
Avocent International Ltd

Summary
IT leaders wrestle daily with how to do more with less including reducing costs and managing rapid change with fewer resources.

A recent study conducted by IDC found that the number one challenge facing data centers today is power and cooling. In this study, more than half of the respondents are taking a serious look at how to reduce data center costs by controlling power consumption. In addition, an EPA study mentioned that the power consumption costs of a data center can account for as much as 30 percent of a company’s IT budget.

Realized that data centers strive to become highly available as well as efficient, Avocent is going to share with you the latest power management solution that can monitor and measure the power consumption and energy usage of IT equipments in your data center in real time, also the secure, centralized management for physical and virtual IT assets in your data center.

Afternoon Networking Coffee Break

Keynote Nine: Securing the Virtualization World
Mr. Fredrik Börjesson
Regional Sales Manager, Asia Pacific Check Point Software Technologies Ltd

Summary
Virtualization is in most companies’ plans for a simple reason. It enables them to reduce server expenses as well as the ongoing operational expenses associated with servers. As virtualization takes hold in data centers and server rooms, the question being asked is - how does security fit into the virtualization efforts?

Check Point will share with you in this session the virtualization concept, its benefits and concerns. You will be shared with the best practices and examples of how to apply the solutions into your organizations, how to save the company money and still keep the highest level of security.

Keynote Ten: Smart eOffice is for Consolidation and Simplication
Mr. Robert Siu
Sales Director, Document Imaging of Graphics Communications Group, Taiwan, Hong Kong and Macau
Kodak (Hong Kong) Ltd

Summary
Under the economic downturn from last year, most of the corporate companies are making their own decision in downsizing the companies. This is a serious decision in the very serious situation. While the company is on its way towards a right sizing direction, it will definitely have an impact on company operations and the team's moral. The key is how we can strengthen the company operation to maintain the same or even higher momentum in the market, and at the same time, maintain a good moral among the team to move the company forward. Smart e-Office is a key to win.

CIO Insights Panel 2: Leveraging IT to Enhance Control on Operational Risks

Moderator
Mr. Steve Bingle, Vice-President, Asia Risk

Executive Panelists
Mr. Paul Lee, Head of IT Support, Cantor Fitzgerald
Mr. Micky Lo, Managing Director and Head of Asia Pacific IT Risk Management, JP Morgan Chase Bank, N.A.
Mr. Derek Huynh, Head of Technology Control, CLSA Ltd

Closing Remarks for Day One

Day Two Opening Keynote: The Financial Tsunami - How deep will it go?
Jerome Yen, Dr. and Professor
Visiting Professor
Department of Finance
HKUST Business School

Keynote One: Information Security risks Management: Emerging Threats and Insights for Financial Institutions
Mr. Thomas Parenty
Managing Director
Parenty Consulting Limited

Summary
Financial institutions and their customers provide attractive targets for external attacks because the kinds of information, e.g., usernames, passwords, credit card and ID numbers, used to commit financial fraud are easy to identify and therefore steal. Further, information stolen in one part of the world can be used almost immediately somewhere else by a completely different set of criminals. This talk will address some of the more popular malware, including keystroke Trojan horses, how attacks are orchestrated, and how the risks can be mitigated. In light of recent publicized incidents, the role of compliance, specifically PCI compliance, will be addressed.

Keynote Two: Application Delivery Networks: Securing & Optimizing Cost for Financial Institutions
Mr. Jonathan Andresen
Director, Product Marketing, Asia Pacific
Blue Coat Systems

Summary
Today's IT managers of Financial Institutions are facing the need to reduce operational and capital expenditures without sacrificing performance and security. Taking the cost out of the Wide Area Network (WAN) while ensuring the high availability of mission critical data and applications is a daunting task, especially given the rise of Web Malware and Web 2.0 threats. This presentation will elaborate on how Blue Coat's unique Application Delivery Network secures the networks of leading global financial institutions against emerging web threats while optimizing the WAN for cost and performance.

Keynote Three: A Case Study on running Business Intelligence as a Business Unit
Mr. Andy Yan
Regional Head - Customer Strategy - Regional Marketing & Strategy
AXA Asia Pacific Holdings Ltd

Morning Networking Coffee Break

Keynote Four: Reshaping your business model to survive the economic storm
Mr. Thio Tse Gan
Executive Director
Deloitte & Touche Enterprise Risk Services Pte Ltd

Summary
This year, financial institutions in many countries are facing what might be called a perfect storm of negative economic trends. Given these turbulent economic conditions, the talk around the boardroom table has taken on a gloomy, defensive tone, with management doing their best to lower expectations for the coming year. But most chief executives recognise that approaching a downturn with a negative attitude is not a winning strategy. The question is then, how do you turn the challenge of a downturn into an opportunity to be a better management team and company? How can financial institutions emerge from this situation with increased market share and with a more competitive business model? What strategies and tactics can help position them to survive, even thrive, during an economic storm?

By better understanding customers' attitudes toward their institution and the impact customer perceptions have on profitability, financial institutions can discover new opportunities for driving growth, attracting new customers and improving customer retention. This presentation details Deloitte’s perspectives on the new banking environment, which offers important insights into customer attitudes, and explores how banks can employ new tactics to improve customer advocacy within and across their customer-facing operations.

Closing Keynote: The Asia and Global Economic Outlook for 2009
Professor Patrick Wong
A Renowned Financial Expert and Analyst