Andrew Crooke
Editor
Hubbis

• What are the key trends, themes and appetite influencing structured products in Asia?
• What is being sold? Where are investors bullish / bearish?
• How does the market today compare with where it was at in 2007? Has investor confidence in structured products been restored post-crisis?
• How should advisers talk to clients about structured products in today's environment? What and where is an appropriate fit within portfolios?
• How can training and education help to establish more confidence?
• How are regulations continuing to affect the market for structured products?
• What role do structured products have in terms of generating yields in light of upcoming market challenges? Are new products able to overcome challenges of low volatility and low yields?
• What is the outlook for structured products in 2015?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Edouard Hoepffner
Managing Director, Head of New Product and Client Solutions
Coutts

Paul Gambles
Managing Partner
MBMG Group

Eugene Lee
Head of Financial Products Sales & Deritrade®, APAC
Vontobel Investment Banking

Mark Smallwood
Managing Director, Head of Franchise Development and Strategic Initiatives, APAC
Deutsche Asset & Wealth Management

Kheng Siang Ng
Asia Pacific Head of Fixed Income
State Street Global Advisors

David Schmid
Head of Asia Structured Solutions
Leonteq Securities (Singapore) Pte Ltd

• Leonteq Securities - an introduction: next generation structured products
• Are you selecting the right equities? What are the best performing equity funds in 2014 invested in?
• Smart Data: real-time client driven analytics comparing short and long-term trends

• What changes have there been in how alternatives are defined?
• What are the key trends in appetite for alternatives among private clients?
• What alternatives do clients have most interest in and why?
• To what extent is there a genuine desire to get more involved in hedge funds?
• Where is the appetite for private equity, real assets and other direct investments?
• How do providers of alternatives need to adapt and evolve their offerings?
• What influences are broader investment trends having on the role and potential for alternatives - for example, investment outlook, funds passporting, regulations, etc?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

John Ng
Managing Director, Head of Research and Head of Product Marketing
Bank of Singapore

Mozamil Afzal
Global Chief Investment Officer
EFG Asset Management

Mark Smallwood
Managing Director, Head of Franchise Development and Strategic Initiatives, APAC
Deutsche Asset & Wealth Management

Xavier Burkhardt
Investor Relations Manager
EuroFin Asia Group

Wing Chan
Director of Manager Research
Morningstar

Simon Cox
Managing Director and Investment Strategist, Asia Pacific
BNY Mellon Investment Management

• Two years after Shinzo Abe returned to political prominence, a growing number of commentators are losing faith in "Abenomics". Some critics doubt that Abenomics can defeat deflation for good. A second, larger group believes that the Bank of Japan can beat deflation, but its victory will be hollow
• Simon will present his views on Japan. He argues that the Bank of Japan will banish deflation and in doing so, help the economy a great deal. He portrays an end to deflation as both probable and consequential. He does not doubt that Japan suffers from serious structural shortcomings - and he welcomes Abe's efforts to ameliorate them. But the lack of structural reform is not yet the binding constraint on Japan's growth. The third arrow is nothing without the first

Ryan Chan
Director, Financial Engineering, Cross-Asset Solutions
Societe Generale Corporate & Investment Bank

Bert-Jan Van Essen
Co-Founder, Managing Director
Dragon Wealth

• What if your clients were grouped automatically based on their behaviours in investor circles that helps your relationship managers better understand your clients' needs and interests?
• What if your clients could see how the latest news affects their portfolio and your relationship managers get at-a-glance information to better advise your clients to perform better?
• What if the very same mobile application recommends investment products that are tailored to your clients' behaviour and needs?
• But "what if" is yesterday's talk - digital banking is needed today

Mark Taylor
Sales Director, Asia Pacific
SmartStream Technologies

A "live" Q&A on stage - to cover:

• What are the current drivers for private wealth managers?
• What are the common hurdles to operational excellence faced by private wealth managers?
• Why are middle- and back-office processes not already automated?
• How is automation going to help private wealth managers to improve/achieve better customer service?
• Will this help private wealth managers to keep pace with today's rapidly-evolving investment objectives and regulatory requirements?
• Is it possible to enhance efficiency and drive down the cost of doing business while not compromising service delivery?

Bruno Richle
Chairman & Chief Executive Officer
CREALOGIX Group

A "live" Q&A on stage - to cover:

• What technological innovations are you expecting to see in the near future?
• Do these innovations help banks gain a real competitive edge?
• How effective is the alignment of technological innovation with business processes?
• How can digital banking support the increasing regulatory compliance requirements?

• What are the issues wealthy individuals & families should consider with regard to legacy, estate & succession planning, and tax planning?
• How can you create an emotional connection in relation to the need for wealth and succession planning?
• How can you manage the different risk profiles between the business and the family?
• How can you provide relevant access to capital markets / other investment opportunities?
• What can families do to best preserve wealth from one generation to the next?
• How should families think about governance and structure of the family wealth?
• When and how is it appropriate to engage product and service providers?
• How should you tackle the offshore challenge?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Robin Amacher
Head of Business Development
Swiss Life

Juerg Steffen
Managing Partner, Singapore
Henley & Partners

Nigel Rivers
Global Head of Private Clients
TMF Group

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

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

A "live" Q&A on stage - to cover:

• In dealing with regulatory and compliance issues today - why are wealth managers finding it so difficult dealing with offshore companies?
  
• How are some of these challenges going to develop?
  
• Regulation of corporate service providers
  
• What are the implications for the new EOI regime?
  

Juerg Steffen
Managing Partner, Singapore
Henley & Partners

• Reasons why wealthy people relocate
  
• Reasons for an alternative citizenship
  
• Current developments in investor immigration and alternative citizenship
  

Nigel Rivers
Global Head of Private Clients
TMF Group

Hiu Chee Fatt
Business Development Director
Labuan IBFC

• Planning ahead is key - choosing the right tool
• Trusts and foundations - advantages and disadvantages

• What does it mean to be a private banker today? How is the role changing?
• What are the biggest challenges private bankers now face? How can they tackle these - both individually and with the support of their organisations?
• What are some of the ways the front-line can work effectively under an ever-sharper and brighter regulatory and compliance spotlight?
• How can private bankers boost their productivity?
• What are the ways to make more money - and while still acting and behaving "ethically"?
• What is the most effective measure of a private banker's performance? How should they be measured?
• How can the industry create the next generation of private bankers? Where will they come from?
• What are some of the key differences expected with the influx of Gen Y bankers? Have they got what it takes?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Pathik Gupta
Director, Head of Wealth Management, Asia Pacific
McLagan Partners

Steve Knabl
Managing Partner
Swiss Asia

Jay Jhaveri
Head of Business Development, Asia
Wealth-X

Suvendu Ganguli
Chief Operating Officer
Temaswiss Wealth

Steven Seow
Head of Wealth Management, Asia
Mercer

Richard Peterson
Chief Executive Officer
MarketPsych LLC

• Research on investor psychology reveals systematic mistakes
• Text analytics shows how news moves market prices
• Improve trading decisions with sentiment-based strategies
• Managing risk: quantitatively identify bubbles and market bottoms
• Forecasting economic activity based on real-time news and social media commentary

Peter Douglas
Principal
CAIA Singapore

• What are the biggest external risks organisations face (hacking, security breaches, fraudulent websites, email fraud, etc)?
• What safeguards can protect firms from malicious attacks of hacking, fraud, breaches and theft?
• What are the most forward-thinking banks doing to develop processes and technology-based systems to support & drive compliance as well as efficient operations?
• How can financial services firms align compliance programmes with business goals?
• What does the move towards greater transparency really mean for wealth managers?
• What are the advantages and disadvantages of standardising ethics and broader compliance policies as well as the code of conduct - both across the region and globally?
• Are some banks taking a "light touch" towards compliance and regulation in certain jurisdictions? What are the drawbacks of over-regulating the firm's activities? (Costs, competition, etc).
• How can RMs remain compliant and business-friendly at the same time?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Philippa Allen
Chief Executive Officer
Compliance Asia

Kristen Tiner
Head of Risk Segment, Asia Pacific, Financial & Risk Business
Thomson Reuters

Eric Boes
International Tax
Amicorp Group

Lawrence Grinceri
Chief Operating Officer
AG Delta