We were delighted to host this new-format, investment-focused event in Singapore – especially amid a highly-challenging investment landscape.
275 senior individuals attended – including leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and investment advisers from the industry.
Many thanks again to those people who participated in and attended the event, and also to our partners.
Investment Solutions Forum 2016
Singapore
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Leonardo Drago
AlTi Tiedemann Global
Anthony J. Harper
Axial Partners
Arnaud Tellier
BNP Paribas Wealth Management
Prashant Bhayani
BNP Paribas Wealth Management
Jean Chia
Bank of Singapore
Pankaj Nagrath
Barclays
Christian Obrist
BlackRock
Sally Kwok
BlackRock
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8.40am
Registration
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9.00am
Welcome Address
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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
Speakers
Marc LansonneurManaging Director, Head of Managed Solutions and Investment Governance
DBS Private Bank
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9.55am
Presentation - Private equity investing in emerging markets
- 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
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10.15am
Presentation - Portfolio hedging strategies using derivative instruments
- Why hedging portfolios is important and diversification is not enough?
- What strategies can we use to cheapen hedging costs?
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10.35am
Refreshment & Networking
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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
Speakers
Juan AronnaHead, Investment Solutions and Products, RBC Wealth Management Asia
RBC Wealth Management
Hrishikesh UnniManaging Director, Client Investments Head of Best Practices Program
Taurus Wealth Advisors
Anthony J. HarperHead of Business Development Managed Account Partners
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11.50am
Presentation - Multi-asset portfolios powered by ETFs
- Managing portfolios in today’s changing markets
- Constructing portfolios in a scalable, cost efficient manner
- Portfolio models powered by ETFs
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12.10pm
Presentation - Managing investment risk: challenges and opportunities
- 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
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12.30pm
Lunch & Networking
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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
Speakers
Christophe AbaManaging Director, Regional Head of Investments for South-east Asia
J.P. Morgan Trustee
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2.05pm
Presentation - SMAs: can HNW investors find them in Asia today?
- 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?
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2.25pm
Presentation - Digital advisory platforms – the future of investment advice?
- 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?
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2.45pm
Refreshment & Networking
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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
Speakers
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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
Speakers
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4.45pm
Forum Ends
Investment Solutions Forum 2016
Singapore
Leonardo Drago
AlTi Tiedemann Global
Anthony J. Harper
Axial Partners
Arnaud Tellier
BNP Paribas Wealth Management
Prashant Bhayani
BNP Paribas Wealth Management
Jean Chia
Bank of Singapore
Pankaj Nagrath
Barclays
Christian Obrist
BlackRock
Sally Kwok
BlackRock
Steven Moeller
BlackRock
Conrad Huber
Credit Suisse Wealth Management
Rohit Jaisingh
DBS Bank
Marc Lansonneur
DBS Private Bank
Akshay Prasad
Deutsche Bank
Tuan Huynh
Deutsche Bank Wealth Management
Scott Collison
Franklin Templeton
Simon Ip
Indosuez Wealth Management
Christophe W Aba
J.P. Morgan Private Bank
Roger Meier
Julius Baer
Patrick Donaldson
LSEG
Chinmay Patil
Leonteq
Arthur Wu
Morningstar
Harold Kim
Neo Risk Investment Advisors
Juan Aronna
RBC Wealth Management
Nicolas Rigois
Standard Chartered Bank
Stanley Sia
Standard Chartered Bank
Ekkehard Wiek
Straits Invest
Juerg Kiener
Swiss-Asia Capital
Hrishikesh Unni
Taurus Wealth Advisors
Emmanuel Guillaume
UBP
Paul Stefansson
UBS Global Wealth Management
Investment Solutions Forum 2016
Singapore