Yann Garnier
Head of Capital Markets Sales, Asia Pacific
Societe Generale

• What are the investment themes in 2014 that you should be on the look-out for with your clients?
  
• Where are clients putting their money at the moment?
  
• Product differentiation - what do investors want?
  
• How does the new-norm of uncertainty affect the conversations with clients about appropriate investment strategies, diversification and portfolio construction?
  
• How will product structures and offerings evolve?
  
• What are the effective ways to bring investment know-how and innovation to clients?
  
• What is the right balance for advisers between tactical revenue generation, wealth generation and wealth preservation?
  
• What is the likely impact of funds passporting in Asia, and especially Hong Kong-China Mutual Recognition?
  
• How might global market events impact Asian investments and opportunities in 2014?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

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

Vikas Gattani
Founder & Chief Executive Officer
Progress Capital

Binay Chandgothia
Managing Director, Portfolio Manager
Principal Global Investors

Mansfield Mok
Portfolio Manager, New Capital China Equity Fund
EFG Asset Management

Guy Stear
Head of Cross-Asset Research, Asia Pacific
Societe Generale

Marc Saffon
Head of Cross Asset Solutions, Asia Pacific
Societe Generale

• Why are structured products, and gyroscopes, important?
  
• Historical evolution of products and trends for 2014
  
• Build, educate, innovate beyond 2014
  

Helene van Meerbeek
Director
Leonteq

• Three tools that will help you make a difference
  

Matthew R Byer
Chief Operating Officer
Spectrum Asset Management

• What makes preferred securities special?
  
• What can investors expect during a rising interest rate environment?
  

Anthony J Harper
President & Chief Executive Officer, Managed Investments, Asia Pacific
BNY Mellon Managed Investments

• The move to deliver more discretionary managed services to investors in Asia has been well-documented.
  
• This presentation will look at the catalysts that drove changes to the business practices of firms offshore. More importantly, it will draw parallels to the evolution of services in Asia and share learnings from BNY Mellon's engagement with financial intermediaries in the region to pinpoint why there is an inflexion point in the demand for discretionary services
  
• It will also look at how the outsourcing of services such as investment due diligence, asset management infrastructure and technology delivered through Separately Managed Accounts programme can help advisers create scalable business around advice-centric models
  

Aida Othman
Director
ZicoLaw Shariah

• The Labuan legal frame work for Islamic finance and structures
  
• The Labuan Islamic Financial Services & Securities Act 2010
  
• Labuan Islamic Trusts
  
• Labuan Islamic Foundations
  

• To what extent do advisory models need to evolve to adapt to a more challenging environment, for example the banning of inducements and suitability issues - and also to meet increasing client expectations?
  
• What does a successful advisory process / model look like in today's environment?
  
• What can be done to tackle the continued margin pressures?
  
• Do Asian clients have unrealistic investment returns and won't pay realistic fees?
  
• Is a more automated or industrialised offering the answer?
  
• To what extent do banks increasingly need to look to third-party vendors to enhance their product suite at the front-end?
  
• How is the decision-making process evolving in relation to the product shelf?
  
• How do bankers and advisers need to engage clients?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Roger Bacon
Managing Director, Head of Managed Investment and Advisory Asia Pacific
Citi Private Bank

Harmen Overdijk
Head of Investments, Asia Pacific
EFG Asset Management

Steven Seow
Head of Wealth Management, Asia
Mercer

Christopher Faddy
Managing Director & Head of Distribution, Managed Investments, Asia Pacific
BNY Mellon Investment Management

Ken Sue
Managing Director, Head of Products and Services
Coutts & Co

Donna Cotter
Head of Asian Wealth Management
Manulife Financial

Nick Cheung
Chief Executive Officer
Morningstar Asia

• What is the strategic value of offering wealth planning-related products and services such as fiduciary structures and long-term planning solutions?
  
• What potential does this type of business really represent in Asia?
  
• What trends are there in terms of the wealth structuring needs of clients?
  
• How can banks better monetise their wealth planning offerings and the inter-generational wealth transfer services they provide in Asia?
  
• When and how is it appropriate to engage product and service providers?
  
• What is the opportunity for wealth managers offering family office services in Asia?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Marcus Hinkley
Group Partner, Private Client, Singapore Office
Collas Crill

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

Timothy Lo
Managing Director
CIC Banque Privee

Karim Ghannam
Head of Alternatives & Fund Solutions, Asia Pacific
Deutsche Asset & Wealth Management

• What are the hedge fund strategies sought after post-crisis?
  
• Which hedge fund strategies have worked?
  
• Deutsche Asset & Wealth Management case studies
  

Philippa Allen
Chief Executive Officer
Compliance Asia

• How can you get RMs and client advisers acting and behaving in the way you want, in terms of prospecting, managing clients, getting referrals, etc?
  
• What are some of the most effective strategies to acquire clients? And then grow and retain them? Particularly given the nature of today's competitive landscape
  
• What techniques do the best-performing RMs employ?
  
• How can you leverage your best performers? Especially to groom the next generation of talent?
  
• What is the best way to manage your staff?
  
• Given that plugging the talent gap remains a source of major concern and a big hurdle for industry players - what strategies do forward-thinking firms adopt?
  
• How can we get more capable, competent and enthusiastic young people to join this industry in the first place?
  
• Is it time to cut out those RMs who add no value?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Nick Pollard
Head of International Learning and Development
Coutts

Cliff Go
Chief Executive Officer
Swaen Capital

Nick Griffith
Head of North Asia and Australia
Wealth-X

Joanne Murphy
Managing Director, Asia Pacific & EMEA
CAIA Association

Peter Thal Larsen
Asia Editor
Reuters Breakingviews

• What are the key drivers of growing private banking and wealth management in Asia?
  
• Despite the hype around Asia - many private banks have not been as successful so far as they might have hoped. Why is that, and how can they change this?
  
• What is an acceptable return on investment in Asia?
  
• How much of the wealth is actually "bankable"?
  
• How can banks generate annuity revenue? What are the obstacles?
  
• What changes are needed to mind-sets and current business models to achieve more sustainable income?
  
• What can be done to avoid being too focused on acquiring clients and doing transactions for them?
  
• What does it take to be able to convince clients of paying fees for advice? What can be done to ensure clients recognise value they are getting?
  
• Why don't all banks charge custody fees? And are these fees too low?
  
• What does it take to become the primary or secondary provider for a client - rather than an "also ran"?
  
• As Asia's significance in global private banking continues to increase - how should individual jurisdictions (globally and within Asia) position themselves to facilitate the industry's further development?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Mark Smallwood
Head of Franchise Development and Strategic Initiatives, Asia Pacific
Deutsche Asset & Wealth Management

Arjan de Boer
Managing Director, Head of Private Banking North Asia
ANZ Private Bank

Andrew Niles
Executive Director, Head of International Clients, Private Banking
Bank of China International

Philippe Legrand
Chief Executive Officer
London & Capital Asia

Michael Blake
General Manager, Asia
Coutts

Thomas Poullaouec
Head of Strategy & Research for Investment Solutions Group (ISG), Asia-Pacific
State Street Global Advisors

• The challenge and future of asset allocation
  
• Dynamic asset allocation trends
  
• Approach to income investing
  
• Where to invest in emerging markets
  
• The role of gold in a multi-asset portfolio
  

Antoine Broquereau
Head of Cross-Asset Structuring, Asia Pacific
Societe Generale

• Applications and benefits of secured issuances in the current market environment
  
• Who are the parties involved in secured issuances and what are their functions?
  
• Eligible assets for collateral and collateral ring-fencing
  

John Birkhold
Partner
Origin Asset Management

• An unorthodox approach
  
• An interactive session unveiling the secrets of success for stock-picking
  

Joanne Murphy
Managing Director, Asia Pacific & EMEA
CAIA Association

• Hear more about the Chartered Alternative Investment Analyst (CAIA) Programme
  
• Learn how acquiring a broader skill-set and a deeper understanding of the alternative investment industry will help you in a fast-paced changing environment
  
• Expand your professional horizons and understand how obtaining your CAIA charter could help you with your career aspirations