1.50pm
Registration for Continuing Professional Education
2.00pm
Panel Discussion
Maximising portfolios using active and passive strategies
  • What is the best mix of ETFs and actively-managed funds for your client portfolios?
  • 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?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Wayne Crispe
Head of Investment and Insurance
ANZ Private Bank

Simon Eagleton
Senior Partner, Investment Consulting
Mercer

Geoff Howie
Director, Product Sales, Sales & Distribution
SGX

2.30pm
Presentation
Achieving alpha through beta - the case for hedge fund ETFs

Marco Montanari
Head of db X-trackers ETFs, Asia
Deutsche Bank

Nicolas Hesse
Head of Hedge Fund Derivatives, Asia
Deutsche Bank

  • ETFs and hedge funds in the current market environment
  • The challenges: replication, liquidity and risk management
  • Investment applications
3.00pm
Presentation
The art of benchmarking

Yoram Layani
Head of Structured Equity Sales, South-east Asia & Australia
BNP Paribas

  • The myth of alpha
  • Deconstructing the market-cap weighted index
  • Consideration for alternatives
3.30pm
Refreshments & Networking
3.50pm
Presentation
Active asset allocation in Asian balanced strategies

Dr Eugen Loeffler
Chief Investment Officer, Asia Pacific
Allianz Global Investors

  • Challenges and merits
  • Combining judgment and systematic analysis
4.20pm
Panel Discussion
Finding the best opportunities for investors
  • 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

Marco Montanari
Head of db X-trackers ETFs, Asia
Deutsche Bank

Yoram Layani
Head of Structured Equity Sales, South-east Asia & Australia
BNP Paribas

Dr Eugen Loeffler
Chief Investment Officer, Asia Pacific
Allianz Global Investors

5.00pm
Forum Closes

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