Michael Stanhope
Chief Executive Officer
Hubbis

• How does the uncertain investment environment affect the conversations with your clients about appropriate products and strategies?
• What can be done to ensure that the ever-larger number of firms offering wealth management products and services don't create a negative impression about the industry in the minds of existing and prospective clients?
• How can the industry be careful not to revert back simply to pushing product to meet revenue targets?
• What's the balance between tactical revenue generation, wealth generation and wealth preservation?
• How can you educate clients about an asset allocation model – rather than the hunt for immediate returns and over-concentration?
• How is the fee model evolving? What is the appropriate for different types of clients?
• How suitable is a fee-for-service model for wealthy clients?
• What is required to ensure client-friendly service in terms of the firm's ability to provide statements? How can you provide consolidated reporting?
• What other information do RMs readily need to access about client portfolios?
• Will evolving marketing and sales practices change the relationship between product manufacturer, distributor and end-investor?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Bryan Henning
Managing Director, Head of Global Research & Investments Asia
Barclays Wealth

Alexis Calla
Global Head, Investment Advisory & Strategy, Group Wealth Management
Standard Chartered Bank

Marc Lansonneur
Regional Head of Investment Teams and Market Solutions
Societe Generale Private Banking

Stephanie Lair
Head of Investment Services, Asia
BNP Paribas Wealth Management

Vineet Vohra
Head of Wealth Management, Asia Pacific
ANZ Retail & Wealth and Private Bank

Marc Van de Walle
Managing Director, Head of Product Management
Bank of Singapore

Matt Christensen
Global Head of Responsible Investment
AXA Investment Managers

• How Responsible Investment can add value to portfolios
• Suitable asset classes and products to access Responsible Investment opportunities

• Product differentiation – what do investors want today?
• How has product offering for clients developed?
• Are investors product investing or diversifying?
• How can you encourage clients to move out of cash?
• How important is volatility as a potential strategy or theme for clients?
• How are clients now using structured products?
• What are the trends in terms of ETFs?
• What’s the future for alternative investments – hedge funds, real estate, commodities, private equity, and specialist investments?
• What risk management which is commonly applied to client portfolios? How does this work in practice?
• Towards 2012: How will product structures and offerings evolve?
• How will clients approach risk and leverage going forward?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Werner Schlossmacher
Director, Head of Structured Products, Asia Pacific
Credit Suisse Private Banking

Rishabh Saksena
Managing Director, Head, Capital Markets & Insurance, Global Investment Solutions, Asia Pacific Region
Merrill Lynch Wealth Management

Mike Hue
Head of Regional Product Management, Asia
ABN AMRO Private Banking

Maranda Wong
Managing Director, Head of Greater China, Asia, Equity Derivatives and Structured Sales
RBS

Tariq al-Rifai
Director, Islamic Market Indexes
Dow Jones Indexes

Sunny Ng
Director of Fund Research, Asia
Morningstar

John Foley
Greater China Bureau Chief
Reuters Breakingviews

• Using a mix of demography, finance, economics and culture to identify three investment themes
• How can these be implemented within the key sectors of tech, banking and consumer?

• What are the main regulatory challenges in Asian wealth management today?
• Is there too much of a one-size-fits-all approach?
• What are the biggest compliance and front-office risks you face? What can you do to guard against them?
• Is there sufficient clarity and detail in new legislation about how institutions and RMs can interpret and implement it?
• Is what banks as well as clients are expected to do around account-opening and ongoing documentation and risk-management processes sensible or realistic?
• Is it becoming too cumbersome or complex to do the right thing for a client around diversification?
• To what extent are RMs actually equipped to meet client risk-management and regulatory requirements?
• How can banks prepare for more scrutiny over the whole product lifecycle from start to finish, including dealing with requirements to ensure product approval, market conduct and adviser competency?
• To what extent are new requirements simply box-ticking exercises without providing any tangible benefits for the end-client? Is there enough of a connection between the need for more compliance and better-quality advice?
• What is the potential for different booking centres in Asia to have different approaches with some being potentially more favourable than others?
• What more is needed to help the industry develop further? What would market participants like to see next?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Olivier Crespin
Managing Director, Chief Operating Officer, Wealth Management
DBS Bank

Keith Harrison
Head of Asia Pacific and Branch Manager, Singapore
Bank Hapoalim

Anthonia Hui
Chief Executive Officer
AL Wealth Partners

Marcus Leese
Partner
Ogier

Joey Mouracadeh
Director, Equity Derivatives and Custom Indices, APAC
RBS

• CTAs: grown into the largest sub-class in the hedge fund space
• Why CTAs should form part of any investment portfolio
• Diversification during high risk/stress environments
• How to access this growing asset class

• With the ever-greater pressure on the bottom-line, what are the components of a sustainable and profitable strategy?
• Why is it critical to take a long-term view of the market?
• How can those players which have recently entered the market find a way to stand apart from the competition?
• Are non-Asian firms really prepared to make the required commitment to growing an Asian wealth management business until they can make a profit, given this will likely take many years?
• What are some of the biggest challenges you face in scaling your business?
• It’s often mentioned that the amount of wealth which is not yet being managed by private banks is in the trillions. So what can you and the industry do to get more penetration into this wealth?
• What are the component parts of an effective client experience? How can you put this into practice?
• What role can clients play in making sure their experience is what it should be?
• What are the general expectations and requirements of private clients today?
• How important are other parts of the platform such as technology or the advisory process to the overall client experience?
• What techniques or aspects of a client experience which exist in the industry in other parts of the world could be incorporated in Asia?
• How should RMs view the client experience in terms of it being an ongoing process?
• Why are there shortcomings in the client experience? Shouldn't it be as good as it could be already?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Kees Stoute
Managing Director
EFG Singapore Branch

Urs Brutsch
Managing Partner & Founder
HP Wealth Management

Mykolas Rambus
Chief Executive Officer
Wealth-X

Tariq al-Rifai
Director, Islamic Market Indexes
Dow Jones Indexes

• What is currently offered to HNW Islamic investors?
• What are the gaps in Islamic wealth management products, and why are there gaps?
• Challenges in developing certain assets classes for Islamic investors

Marcus Leese
Partner
Ogier

• Settlors often seek involvement or "control" in the trusts they create
• What types of trust and what jurisdictions offer the greatest opportunities for settlor involvement or “control”?
• Possible structures include:
• BVI VISTA trusts
• Cayman STAR trusts
• Guernsey and Jersey reserved powers trusts
• Private trust company structures

Chan Ahn
Head of Equity Derivatives Structuring, Asia ex Japan
JPMorgan

• What is volatility, anyway?
• Volatility: a risk manager's love-hate story
• Three ways to lose fast buying volatility
• Happy(ier) volatility buying - three easy ways

Sunny Ng
Director of Fund Research, Asia
Morningstar

• Does asset allocation determine 90% of investor returns?
• How did MPT fail us?
• Is strategic asset allocation a sufficient risk management tool?
• If asset allocation is so important, why do we spend so much time focusing on manager and stock selection?
• Is active management dead?
• Is it possible to choose managers that outperform?

• Effective ways to hire, train and retain staff
• 95% of mistakes are made before you even employ staff. How do you avoid them?
• Why is it difficult to find qualified and experienced advisers? What are the skills and attributes of a good private banker?
• What are the challenges in aligning new staff with the organisation’s goals?
• What makes staff loyal in wealth management?
• Effective onboarding techniques
• How can you engage your staff, enhance the client experience and make more revenue?
• How to implement a winning sales process to end-clients from start to finish
• How can you monetise training? And optimise sales performance?
• What can you do to reduce the constant poaching of staff?
• Retaining talent – finding a sustainable way to incentivise your staff and keep them loyal

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel Members

Paul Davies
Head of Private Banking, South Asia
RBS Coutts

Andrew Bryant
Chief Executive Officer
Self Leadership International

Ross Swan
Chief Executive Officer
Orion Human Capital

David MacDonald
Managing Director and Head of Consulting & Learning Solutions
Hubbis

Menghua Yeo
Director of Investment Consulting, Asia
Morningstar

Joshua Lim
Institutional Software Manager, Asia
Morningstar

• Asset returns and the flaw of averages
• Black Swan or Black Turkey?
• Is diversification dead?
• Mean Variance Optimisation then and now
• No two funds are alike – building your portfolio

Chan Ahn
Head of Equity Derivatives Structuring, Asia ex Japan
JPMorgan

• What are some of the popular access tools?
• How about RMB (or rather CNH...)? "Dim Sum" Bond?
• What can I do now if I am an equity investor?
• What can I do now if I am a fixed income investor?

Paul Thind
Managing Director, Head of Custom Indices, APAC
RBS

• What drives product innovation and development?
• Why good back-tests are not curve-fitted?
• Benefits of robust products to clients and product providers
• Role of trading, risk management, compliance, legal and regulations in product development
• Paying attention to client needs - suitability, risk warnings, liquidity
• Importance of sales and client education
• What is the right fee structure, and what drives fees?

Steve Carroll
Head of Investment Management, Asia
Thomson Reuters

Alex Looijen
Business Manager Lipper, Asia ex-Japan
Thomson Reuters

Using financial analysis tools, Steven Carroll and Alexander Looijen will take you through the process of cutting out the noise to home-in on equities and funds which meet your investment criteria and will drive performance for your clients. This will use estimates and valuation dynamics to identify the right companies, sectors and countries, as well as analysing the performance, risk and quantitative ratings for funds.

Werner Broennimann
Vice President, Commodity Investor Solutions
JPMorgan

Ravi Ramakrishnan
Associate, Commodity Investor Solutions
JPMorgan

Asheesh Chanda
Head, GEM Rates and Solutions
JPMorgan

• Relative value - local currency bonds vs USD bonds
• Korea
• India
• Brazil