Event Agenda

• Is the wealth management offering in Indonesia evolving rapidly enough?
• What are the difficulties as well as advantages to launch a wealth management business in Indonesia?
• What are the catalysts to kick-start the domestic market? What are the roadblocks?
• Who are the players? What’s their USP?
• Where are the biggest opportunities and challenges for insurance companies in Indonesia?
• Offshore / onshore. Where is the long-term opportunity?
• How does the wealth management market continue to develop in Asia? Big players vs bespoke firms?
• What should the regulators do to help spur further development?
• What can be done to build and retain a skilled, professional talent pool of bankers?
• To develop the onshore private banking / wealth management proposition, should leading local financial institutions can consider partnerships and alliances with established offshore firms, thereby leveraging their product range, expertise and talent?

• What are all the component parts you need to build a sustainable and profitable wealth management business?
• What is the Blockchain? How will it affect this industry?
• What is cryptocurrency and is there an investment trend?
• How do we safeguard digital assets like the security we get with traditional investment in shares and bonds?
• What digital expectations do clients have?
• What is the role of technology within financial services and wealth management?
• What are the key digital trends and how are they changing the business?
• What does the platform of tomorrow look like?
• Are traditional banks attractive enough for the new wealth creators and next generation of customers?
• Revenue margins per clients will decline in the future. Is digital a way to stop revenue erosion and are banks effective at monetising new digital services?
• What is the future role of the RM when banks get digital?

• What are the opportunities and challenges for Indonesia’s asset management industry?
• For years there have been discussions about opening international investments to Indonesia for distribution onshore, but will it ever happen?
• Tax amnesty money (with lock up period expiring) - do we assume that will head back offshore?
• What developments are we seeing in treasury and structured products like FX, bonds, dual currency investments etc?
• The domestic capital markets are relatively thin – what can be done to improve them?
• In Asia - how do ‘funds’ and ‘investment products’ get effectively distributed to clients? Why can’t we do this in Indonesia?
• Has performance in the local market been lacklustre?
• Why are deposits still so popular?
• What must the regulator do? Why don’t they do it?
• Why the need to restrict financial institutions and intermediaries from offering more access to foreign assets, when there are no restrictions on individuals sending money offshore? And why not offer a wider range of investment opportunities onshore as part of the draw of funds back to the country in the tax amnesty so that much of that hard work does not simply unravel?
• Any interest in ETFs? And interest in ESG?

The wealth management industry must develop its proposition and communication methodologies to gain maximum traction with the second and third generations of wealth in the country, especially as these individuals are worldly and well educated from Western colleges and as some 70% of HNWI's private wealth remains onshore, and that percentage is likely to rise.

• What challenges do wealthy families have and how is that changing?
• Are we ready for the intergenerational wealth transfer?
• How can we make the most of the opportunity that Wealth Planning and Structuring represents to us?
• How are the insurance products and solutions offered by Insurance companies developing?
• What is the value proposition of insurance for the wealth management industry?
• Whats the level of interest and demand from your clients in using insurance products and solutions - to either transfer wealth and / or optimize tax?
• When you consider all the options - UL VUL PPLI ect – what most relevant today? For you? Your clients?
• Curating the right solution for clients – what’s thrown in the mix today?
• Finding the best advisory services and solutions – how do you maximise partnership with the right specialists?
• What specific trends are we seeing from Indonesian clients?
• Tax and transparency – problem or opportunity?

• What product knowledge and skills do you need?
• What ‘BAD’ practices from other markets must we avoid?
• How can learning and professional development help you add value and differentiate your offering?
• Why is improving skills so important?
• Trusted adviser – what does that even mean?
• What are the client’s needs?
• Growing your AUM - client retention, existing client referrals and prospecting.