• Understanding the role and interaction of active and passive products in client portfolios – in relation to market access, liquidity, risk management and fees
• Investors' decision-making criteria – what to look for in active managers & passive managers
• The role of active management as part of a core-satellite approach
• What is the “right” amount of diversification?
• Portfolio construction and strategic asset allocation with ETFs and index-based products
• ETFs for HNW clients – what do they want?
• Are emerging concerns from bodies such as the IMF, BIS and Financial Stability Board about the systemic risks of synthetic ETFs justified?
• As investment products cease to incur loads (UK, Australia and India to date) how will private banks and wealth managers create revenue streams to replace this (apparent) loss of income?
• Do any strategies exist which involve less risk but create superior performance?
• What is the potential impact of the forthcoming fee-disclosure regime in Hong Kong?
• The role of active management as part of a core-satellite approach

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Todd James
Head of Wealth Management Services, North Asia
BSI Bank

Angel Wu
Regional Head, Products & Solutions for Private Banking, Asia
ABN AMRO Private Banking

Lionel Kwok
Managing Director, Head of Investment Advisory, North-east Asia
Standard Chartered Private Bank

Graham Bibby
Chief Executive Officer and Chief Investment Officer
Richmond Asset Management

Joshua Crabb
Director and Fund Manager, BlackRock Asia Pacific Equity Income Fund
BlackRock

• Many people view Asian equities as both high-risk and high-growth
• However, Asia can also provide a strong and sustained source of yield for the income-minded equity investor alongside significant opportunities for capital growth

Colleen Hsia
Vice President, iShares Asia Research and Investment Advisory Team
BlackRock

• Do ETFs own too much gold?
• Are we running out of silver?
• How do exchange-traded products for precious metals actually work?

• Where are the biggest opportunities in China this year?
• How can Asian high net worth individuals access the China growth story?
• Which asset classes and sectors look promising?
• How might investors adjust their allocation towards China over the coming months?
• How can you do effective research in China?
• What are the main challenges and headwinds for the rest of this year?
• How can investors confront them?

• Single transaction to buy an index
• Cost-effective solution to investing
• Effective use of derivatives
• Flexibility to buy and sell
• Passive management to match markets
• Core and satellite portfolio planning
• Transparency of information
• Simplicity of selection
• No need to wait – buy now
• Makes the most of professional advice

• How can investors choose the right active and passive strategies?
• How you can get value out of active managers
• Where are the opportunities in developed versus emerging and frontier markets?
• What are the common misconceptions about passive and active products?
• Will the current popularity of ETFs continue for the rest of this year?
• Might ETFs becoming a victim of their own success?
• Where are the potential challenges and issues likely to come from?
• Everyone talks about the far-reaching benefits of ETFs in terms of pricing, liquidity and transparency – but what are the real risks?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Joshua Crabb
Director and Fund Manager, BlackRock Asia Pacific Equity Income Fund
BlackRock

Mark Konyn
Chief Executive Officer
RCM Asia Pacific

Colleen Hsia
Vice President, iShares Asia Research and Investment Advisory Team
BlackRock

Stewart Aldcroft
Head of Business Development, Beta Products
Enhanced Investment Products