8.40am
Registration

 

9.00am
Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.10am
Panel discussion
What can save revenues in 2016?

 

• How can you make money this year?
• What investment solutions are best suited to today’s environment?
• 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

 

Paul Stefansson
Managing Director, Head IPS Portfolio Specialists, Singapore
UBS Wealth Management

 

Marc Lansonneur
Managing Director, Head of Singapore Wealth Investment & Treasury
DBS Bank

 

Arnaud Tellier
Head of Investment Services, Asia Pacific
BNP Paribas Wealth Management

 

Nicolas Rigois
Head of Singapore Wealth Market Products and Sales
Standard Chartered Bank

 

Franck Fayard
Director, Head of Product Engineering, Asia
Commerzbank

 

9.55am
Presentation

Private equity investing in emerging markets

 

Scott Collison
Head of Alternatives, Asia
Franklin Templeton Investments

 

• Private equity investments in emerging markets have been enjoying strong growth in recent years
• Private equity has an ability to access structure, themes and market segments that are important in emerging markets but are not available in public equity
• Private equity in emerging markets has historically provided superior returns to public equity

 

10.15am
Presentation

Portfolio hedging strategies using derivative instruments

 

Chinmay Patil
Multi-asset Structured Solutions
Leonteq Securities

 

•    Why hedging portfolios is important and diversification is not enough?
•    What strategies can we use to cheapen hedging costs?

 

10.35am
Refreshments & networking

 

11.05am
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

 

Tuan Huynh
Director, Regional Head of Portfolio Management, Asia Pacific
Deutsche Bank Wealth Management

 

Juan Aronna
Managing Director, Head of Investment & Products, Asia
RBC Wealth Management

 

Hrishikesh Unni
Executive Director
Taurus Family Office

 

Dr Ekkehard J. Wiek
Managing Director
Straits Invest

 

Anthony J. Harper
Head of Business Development
Managed Accounts Partners

 

11.50am
Presentation

Multi-asset portfolios powered by ETFs

 

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

 

•    Managing portfolios in today’s changing markets
•    Constructing portfolios in a scalable, cost efficient manner 
•    Portfolio models powered by ETFs

 

12.10pm
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

 

12.30pm
Lunch

 

1.20pm
Panel discussion
Creating more long-term value for portfolios

 

• How can we make the engagement with investment solutions more ‘sticky’?
• What is the role now for funds in portfolio construction?
• How important this year are fixed income investments or alternatives like credit notes – which gives you a steady stream of income?
• How can investors be creative in generating yield – especially in Asian local currency where rates are a little higher?
• How should clients view alternatives within their portfolios?
• What’s the role of real estate in today’s markets?
• Public vs private markets

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Simon Ip

Head of Singapore, Markets and Investment Solutions
Indosuez Wealth Management

 

Jean Chia

Head of Equities Advisory and Sales
Bank of Singapore

 

Christophe Aba
Managing Director, Regional Head of Investments for South-east Asia
JPMorgan Private Bank

 

Stanley Sia
Managing Director, Head Private Equity, Group Wealth Management
Standard Chartered Bank

 

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

 

Arthur Wu
Senior Investment Analyst
Morningstar

 

2.05pm
Presentation

SMAs: can HNW investors find them in Asia today?
 
Anthony J. Harper
Head of Business Development
Managed Accounts Partners

 

•    What is an SMA and how are they used in Australia, the US and Japan?
•    How does an SMA fit into discretionary services?
•    Who is offering SMAs in Asia and why?
•    Fully disclosed versus pooled – key differences
•    Rebalancing and automation – fintech requirements
•    Where do SMAs using third party models fit on the wealth management shelf? Will they be disrupted by robo-advisers?

 

2.25pm
Presentation

Digital advisory platforms – the future of investment advice?

 

Patrick Donaldson
Head of Wealth Management Solutions, ASEAN
Thomson Reuters

 

• What’s been happening in the robo market to date?
• Is there any strategic value in using a digital advisory platform rather than a robo?
• What does the future of digital advisory platforms look like?

 

2.45pm
Refreshments & networking

 

3.15pm
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

 

Conrad Huber
Director, Product Sales Asia Pacific, Private Banking Division
Credit Suisse

 

Roger Meier
Executive Director, Head of Structured Products Sales, Asia
Bank Julius Baer

 

Emmanuel Guillaume
Head of Structured Products, Asia
Union Bancaire Privee

 

Akshay Prasad 
Managing Director, Head of Structured Products, Asia, Global Products & Solutions
Deutsche Bank Wealth Management

 

Rohit Jaisingh
Head, Equity and Commodities Investment Products
DBS Bank

 

4.00pm
Panel discussion
CIO debate – how can you create robust portfolios for YOUR clients?

 

• Where are we heading in the second half 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 second half 2016?
• Risk management is key – but how can we get it right?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Leonardo Drago
Chief Investment Officer
AL Wealth Partners

 

Prashant Bhayani
Managing Director and Chief Investment Officer, Asia
BNP Paribas Wealth Management

 

Pankaj Nagrath
Investment Advisor & Head - Discretionary Portfolio Management (DPM) Sales for Asia
Barclays

 

Juerg Kiener
Managing Director & Chief Investment Officer
Swiss Asia Capital

 

4.45pm
Forum ends

 

 

WORKSHOPS

 

11.05am
Workshop
Portfolio hedging strategies using derivative instruments

 

Chinmay Patil
Multi-asset Structured Solutions
Leonteq Securities

 

•    Why hedging portfolios is important and diversification is not enough?
•    What strategies can we use to cheapen hedging costs?
•    How to identify hedge suitable for your portfolio?

 

11.50am
Workshop
Private equity investing in emerging markets

 

Scott Collison
Head of Alternatives, Asia
Franklin Templeton Investments

 

•    Private equity investments in emerging markets have been enjoying strong growth in recent years
•    Private equity has an ability to access structure, themes and market segments that are important in emerging markets but are not available in public equity 
•    Private equity in emerging markets has historically provided superior returns to public equity

 

12.30pm
Lunch

 

1.20pm
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

 

2.05pm
Workshops end