8.40am
Registration

 

9.00am
Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.05am
Panel discussion
How can you kick-start revenues for 2017?

 

•    How can you make money over the next 12 months?
•    What investment solutions are best suited to today’s environment? What makes sense for the next 6 months?
•    How can we shift the focus towards products which are actually saleable and scalable?
•    How do you get clients to focus on, and invest in, ideas that are right for them in the current environment?
•    What are the KPIs for RMs? Do they event know what they are? And have they been clearly defined by senior management?
•    How can we encourage more needs-based conversations with clients, and create outcome-focused portfolios?
•    What should asset managers, investment banks and other product manufacturers do to help distributors address the issues they face in delivering the right product, content and support to clients?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Lavanya Chari
Head of Global Products & Solutions, Asia Pacific
Deutsche Bank Wealth Management

 

Michael Levin 
Head of Asset Management, Asia Pacific
Credit Suisse

 

Marco Kermaidic
Head of Investment Counselling, Hong Kong 
BNP Paribas Wealth Management

 

Ian MacDonald
Director, Financial Services - Advisory
EY

 

9.45am
Presentation

Wealth in Asia: beyond the inflection point

 

Robert Reid
Director, Chief Operating Officer and Head of Strategy, Asia Pacific, iShares
BlackRock

 

•    Tighter regulations; narrowing profit margins; risk-shy yet performance seeking clients. The Asian wealth industry has never been more challenging – nor has it offered more opportunity
•    How can we increase the scope of our investment universe? How can we evolve our businesses and products to keep pace with client demands? 
•    Join us for a presentation on the key themes that we are seeing in the wealth industry and how investors are pushing beyond the inflection point in markets

 

10.00am
Presentation
Old bank, new bank

 

Frank Troise
Managing Director, Head of Digital Distribution, Asia
Leonteq Securities

 

•    Who will be the winners from digitalisation?
•    Digitising investment solutions

 

10.15am
Refreshments & networking

 

10.45am
Panel discussion
Is DPM the answer?

 

•    What’s the potential for DPM to grow in Asia amid the more challenging environment currently?
•    How can banks really make DPM offerings work? 
•    To what extent do we need dedicated programmes to deliver a specific solution, and run by a DPM team following efficient, structured processes?
•    What is the role now for funds in portfolio construction?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Sean Cochran
Managing Director, Head IPS Portfolio Specialists APAC
UBS Wealth Management

 

Kevin Liem
Chief Investment Officer 
TTG Wealth Management

 

Jaye Chiu
Head of Investment
EFG Bank

 

Anthony J. Harper
Head of Business Development
Managed Account Partners

 

11.25am
Presentation
Robo-advice disrupts fund selection

 

Matthias Weber
Partner and Chief Investment Officer

ifund

 

•    How structured due diligence data enables robo-advice
•    Standardised fund profiles to ensure suitability
•    Live-demo of a client-centric robo-adviser for fund selection

 

11.40am
Presentation

Hail the elephant; the value of Asian bonds

 

Boon Peng Ooi
Chief Investment Officer, Fixed Income
Eastspring Investments

 

•    The state of the Asian bond market; market capitalisation growth, credit stability, yield
•    The prospects for Federal Reserve and major central bank policies – and the impact on Asian bond markets
•    The value of Asian bonds in a low-yield world

 

11.55am

Presentation

NEW NORMS in 2016: No more macro consensus trades, yield junkies & monetary policy exhaustion

 

Andrew Scott
Head of Flow Strategy & Solutions, Asia Pacific
Societe Generale

 

•    A global review of H1: a year of misfiring central bankers, failing macro consensus trades and unresolved political questions
•    A quick review of the confusing Asian investing landscape
•    An overview of the insatiable demand for yield and the Asian consequences

 

12.10pm
Panel discussion
Finding value in China

 

•    How can investors get access to the China growth story?

•    What is the best vehicle for this?
•    Which sectors or asset classes in China will do best over the next 6 months? And the next 3 to 5 years? And why?
•    Passive or active – what’s best for getting the most out of the opportunity in China?
•    Where proportion of exposure to China should investors have within their overall portfolio?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Belle Liang
Head of Investment Advisory, Investment Services Division
Hang Seng Bank

 

Stewart Aldcroft
Senior Advisor, Asian Fund Management Industry
Managing Director, Citi Markets & Securities Services

 

Stephen Kam
Senior Product Specialist, Equities
HSBC Global Asset Management

 

Jackie Choy
Director of ETF Research, Asia
Morningstar

 

12.45pm
Lunch

 

1.30pm
Panel discussion
Expanding the role of alternatives in portfolios

 

•    What is driving increased appetite for alternatives?
•    What do clients want, and why?
•    How do we make private deals accessible to HNW and mass affluent clients?
•    How can we offer the private equity product to private banking clients?
•    Where should real estate fit over the coming years?
•    What is the role now for alternatives in portfolio construction?
•    How can investors be creative going forward?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Richard Mak
Head of Advisory Services - Asia
Pictet Wealth Management

 

Jessica Cutrera
Founding Partner, Managing Director
EXS Capital Asia

 

Anthony Siau
Founding Partner
Kairos Capital Partners

 

Steve Knabl
Managing Partner
Swiss Asia

 

Chetan Pandya
Senior Vice President, Business Head - FT Grid 
Intellect Design Arena

 

2.10pm
Presentation
Vietnam: the rising dragon

 

Andreas Vogelsanger
Chief Executive Officer
AFC Vietnam Fund

 

•    Economic outlook for 2016
•    Foreign investment trends
•    TPP, ASEAN Economic Community

 

2.20pm
Presentation

What IF an Uber Wealth was born?

 

Chetan Pandya
Senior Vice President, Business Head - FT Grid 
Intellect Design Arena

 

•    The promise of digital in context of wealth management
•    Digital wealth – elements for innovation and transformation
•    From wealth management to returns management
•    From relationship management to assisted advisory
•    The ultimate digital took-kit

 

2.35pm

Presentation
Managing investment risk: challenges and opportunities

 

Harold Y. Kim, Ph.D.
Founder and Chief Executive Officer 
Neo Risk Investment Advisors

 

•    The challenge of managing investment risk has increased
•    A focus on dynamically managing risk can greatly improve returns
•    We illustrate using an example of an Asian equity portfolio

 

2.55pm
Presentation
Removing the funds penetration blockage

 

Andrew Hendry
Managing Director, Asia
Westoun Advisors

 

•    What are the challenges to greater funds penetration in Asia?
•    What are the best practices among fund gatekeepers?
•    How to open the funds funnel a bit wider

 

3.05pm
Presentation
Getting onto a bank’s funds distribution platform

 

Stewart Aldcroft
Senior Advisor, Asian Fund Management Industry
Managing Director, Citi Markets & Securities Services

 

•    The 4Ps of fund distribution
•    Platform approval process
•    Why retail distribution in Asia has become more difficult

 

3.20pm
Refreshments & networking

 

3.45pm
Panel discussion
Driving scalability and diversification in structured investment solutions

 

•    How should you use structured products in today’s environment?
•    What can investors do to try and be as insulated as possible from directional moves?
•    How can structured investments can really add value to investors via simple strategies?
•    Is now the time for principal-protected, longer-dated products?
•    Where should portfolios be building in some capital protection and building up the yield?
•    How to address typical objections and myths around structured products? (Such as being too risky, too complicated, opaque, only for short-term tactical use, etc)
•    Fund derivatives – where can you find value this year?
•    How can you manage downside risk and keep optionality in the portfolio? To participate in directional moves in the market

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Adam Cowperthwaite
Head of Equities - Asia Pacific
Citi Private Bank

 

Lemuel Lee
Head of Equities, Asia
J.P Morgan Private Bank

 

Harold Y. Kim, Ph.D.
Founder and Chief Executive Officer 
Neo Risk Investment Advisors

 

Ni Yan
Head of Structured Products, Asia
Indosuez Wealth Management

 

Rohit Jaisingh
Head, Equity and Commodities Investment Products
DBS Bank

 

Philippe Banon 
Head of Sales, Global Equity Linked Products, Asia Pacific
RBC Capital Markets

 

4.25pm

Panel discussion
CIO debate – how can you create robust portfolios for YOUR clients?

 

•    Where are we heading in the last quarter of 2016?
•    What are the rational investment opportunities in challenging market conditions?
•    How can investors successfully balance risk and return in today’s uncertain investment landscape?
•    Where do you invest if rates go negative?
•    What should be the new benchmarks for investing?
•    How do we position portfolios for the long-term given so much uncertainty and volatility?
•    What are the biggest risks for the rest of 2016 and into 2017?
•    Risk management is key – but how can we get it right? 

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Ken Peng
Asia Pacific Investment Strategist
Citi Private Bank

 

Jean-Louis Nakamura
Chief Investment Officer - Asia Pacific
Lombard Odier

 

Steven Moeller
Managing Director, Head of Multi-Asset Asia Pacific
BlackRock

 

5.05pm
Forum ends

 

 

WORKSHOPS

 

10.45am
Workshop
Portfolio hedging strategies using derivative instruments

 

Joel Gasche
Structured Solutions
Leonteq Securities

 

•    Why hedging portfolios is important and diversification is not enough?

•    What strategies can we use to cheapen hedging costs?

 

11.25am
Workshop

Selecting the right ETFs for your multi-asset portfolio

 

Christian Obrist
Director, iShares Specialists, Asia ex-Japan
BlackRock

 

Sally Kwok
Associate, iShares Specialist, Asia ex-Japan
BlackRock 

 

•    With close to 6,000 ETFs available, how do you select the right ETFs for your portfolio?
•    Introduction to a due diligence framework: the 5 things you should consider – exposure, structure, performance, domicile & taxes, trading and total cost of ownership 
•    Hands-on exercise (and a handbook will be provided)

 

12.10pm
Workshop

Next generation fund selection & advisory

 

Matthias Weber
Partner and Chief Investment Officer

ifund

 

•    How ifund disrupts fund selection
•    Case studies

 

-    Case study 1: Fund profiles
“I need to complement our bank’s fund recommendation list with fund profiles”.  You have your list of recommendations but want to thoroughly understand the structure, nature, return and risk profile of a fund, as well as the background of its investment manager? Fund Profiles gives you all this information to comply with SFC guidelines.

 

-    Case study 2: Fund recommendations
“I need a fund recommendation list”. You do not yet have a sufficiently broad and attractive range of fund recommendations available? We demonstrate an access to Top 100 fund recommendations including proper documentation with Fund Profiles.

 

-    Case study 3: Digital advisory solution
“As part of our advisory process I need to develop fund recommendations tailored to client’s needs and values”.  You use LinkedIn to identify interesting peers or booking.com to find a great place to stay? So, then you probably would like to use a similar tool for tailored fund selection. Interesting peers or booking.com to find a great place to stay? So, then you probably would like to use a similar tool for fund selection to increase client satisfaction.

 

12.50pm
Lunch

 

1.30pm
Workshop

Hail the elephant, the value of Asian bonds

 

Boon Peng Ooi
Chief Investment Officer, Fixed Income
Eastspring Investments

 

•    The Asian bond proposition - value and fundamentals
•    Monetary policy outlook in the US - and the impact on Asian bond markets
•    Asian bond value relative to other EM regions
•    Overview on the different types of active Asian bond strategies available in the market

 

2.10pm

Workshop

YIELD QUEST: How to cope with low and negative interest rate curve?

 

•    Societe Generale product experts to present cross-asset investment themes that are adapted in a current unique market environment
•    3 main themes will be presented: money market solutions, equity quality income selection and value extraction from the Bond market
•    Presented by Edward Lee, with Olivier Renoux, Ryan Chan and Ayal Cohen

 

2.55pm

Workshops end

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