ASIAN WEALTH MANAGEMENT FORUM 2015 - AGENDA
8.40am
Registration
9.00am
Welcome Address
James Mirfin
Managing Director, Financial & Risk, North Asia
Thomson Reuters
9.05am
Keynote Presentation
Disruptors in wealth management: automated advisors - A North American Perspective
Paul Metcalfe
Head of Wealth Management Proposition
Thomson Reuters
9.25am
Panel Discussion
Private banking – does size matter?
Chair
Rob Agnew
Partnerships Director, North Asia
Thomson Reuters
Panel Members
Geoffroy De Ridder
Managing Director and Operating Head, Asia Pacific
UBS Wealth Management
Andrew Niles
Executive Director, Head of International Client Division
BOC International
Harmen Overdijk
Managing Partner
Caidao Wealth
Philippe Legrand
Chief Executive Officer
London and Capital Asia
Sameer Chishty
Partner, Head of Global Wealth Management Practice
Bain
10.05am
Presentation
Creating a new investment experience
David Schmid
Chief Executive Officer and Managing Director, Asia
Leonteq Securities
10.25am
Panel Discussion
Sticky Assets
Chair
Michael Stanhope
CEO & Founder
Hubbis
Panel Members
Roger Bacon
Managing Director, Head of Managed Investments Platform
Citi Private Bank
Angel Wu
Regional Head Products & Solutions, Private Banking Asia
ABN AMRO Private Banking
President and Chief Executive Officer, Managed Investments – Asia Pacific
Danny Howell
Managing Director, Head of Offshore Wealth Management
CreditEase
11.05am
Refreshments & Networking
11.30am
Presentation
Is there space for a platform market in Asia and what will the catalysts be for the emergence of such structured investment offerings?
Managing Director and Head of Investments, Managed Investments – Asia Pacific
11.45am
Panel Discussion
How will the insurance industry evolve in Hong Kong amid the regulatory onslaught and new distribution dynamics?
Chair
Michael Stanhope
CEO & Founder
Hubbis
Panel Members
James Tan
Managing Director, Asia
Friends Provident International
Lawrence Nutting
Chief Distribution Officer
Manulife
Wim Hekstra
Chief Executive Officer
Sun Life Financial
Head of High Net Worth - Asia
12.25pm
Panel Discussion
What are the key disruptive forces shaping asset management of tomorrow?
Chair
Michael Stanhope
CEO & Founder
Hubbis
Panel Members
Tino Moorrees
Chief Executive Officer, Hong Kong
BNP Paribas Investment Partners
Tobias Bland
Chief Executive Officer
Enhanced Investment Products
Mabel Chan
Head of Wholesale Distribution, Asia
Henderson Global Investors
Marc Geary
Head of Family Office Services
Harris Fraser Group
1.00pm
Presentation
Accessing China’s A Share market through domestic Sunshine Managers
Head of Investment, Hermes Greater China
Hermes Investment Management
1.10pm
Lunch
1.55pm
Panel Discussion
Learning & professional development in Hong Kong. Are we really qualified and competent enough to add value to our clients?
Chair
Michael Stanhope
CEO & Founder
Hubbis
Panel Members
Greg Heaton
Senior Director and Head of Licensing Department
Securities and Futures Commission
Reto Fuchs
Founder and Director
Skillfox
Paul Smith
President and Chief Executive Officer
CFA Institute
Nick Pollard
Head of International Learning and Development
Coutts
Anna Wong
Board Member
Hong Kong Securities and Investment Institute
Alvin Ma
Senior Managing Director, Head of Private Banking
EFG Bank
Joanne Leung
Managing Director
Private Wealth Management Association
2.40pm
Presentation
Should I become independent?
Philippe Legrand
Chief Executive Officer
London and Capital Asia
2.55pm
Panel Discussion
To what extent is there a re-awakening for structured products in Asia?
Chair
Michael Stanhope
CEO & Founder
Hubbis
Panel Members
Lemuel Lee
Head of Third Party Distribution, Asia Pacific, Equity Derivatives Group
JPMorgan
Head of Equities - Asia Pacific
Citi Private Bank
Andrew Au
Chief Executive Officer
AG Delta
Managing Director
Contineo
Head of Structured Equity Sales, Asia ex Japan Global Markets
BNP Paribas
Executive Director
Leonteq Securities
3.30pm
Refreshments and Networking
3.55pm
Presentation
Are you being served?
Country Manager, Greater China
SmartStream
4.10pm
Presentation
Where is the appetite to invest in 2015?
Chief Executive Officer
Allocated Bullion Solutions
Based on the results of a survey of forum participants, this presentation will explore:
4.20pm
Panel Discussion
How can you stay ahead in wealth management today?
Chair
Michael Stanhope
CEO & Founder
Hubbis
Panel Members
Global Head of Private Clients
Arjan de Boer
Managing Director, Head of Private Banking North Asia
ANZ Private Bank
Timothy Lo
Managing Director
CIC Banque Privee
Malik Sarwar
Global Head of Wealth Solutions, Group Wealth Management
HSBC
Director and Head of Business
Senior Vice President & Chief Executive Officer
Sun Life Financial
5.05pm
Forum Ends
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