We were delighted to host our annual event in Hong Kong for the Investments Community in Wealth Management.

More than 250 CEOs, senior management, product gatekeepers and RM’s at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), External Asset Managers (EAM) and Multi-Family Offices (MFO) attended.

Thank you to all of our event partners: Swissquote, Premia Partners, Quantifeed, Aberdeen Standard Investments, GMO, ADS Securities, Morningstar, Orbium, CSOP Asset Management and Neo Risk Investment Advisors.

Sep 19

Investment Solutions Forum 2019

W Hotel, Hong Kong

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Aleksey Mironenko

Premia Partners

Andrew Daniels

Morningstar

Angel Wu

Bank of Singapore

David Lai

Premia Partners

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Middle East Wealth Management Forum 2020

W Hotel, Hong Kong

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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Event Agenda
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  • 8.40am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - Big Opportunities / Big Challenges

    • What’s your USP?
    • What have you got that means you will still be here in five years?
    • How must you refine and redefine your value proposition today?
    • Are you nimble, responsive and adaptive?
    • What’s the advantage and disadvantage to pure-play firms vs universal banks?
    • What is the client expecting from you today?
    • Where is growth coming from over the next five years? Bigger share of wallet? Lending? Next-gen leads? Organic vs acquisition vs partnership?
    • Biggest opportunities for the next three years?
    • Biggest challenges for the next three years?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Richard Straus

    Senior Managing Director, Head of Private Banking - Hong Kong

    EFG Bank

    Jean-Louis Nakamura

    Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong

    Lombard Odier

    Dr. Silvio Struebi

    Partner

    Simon-Kucher & Partners

    Stewart Aldcroft

    Chairman

    CitiTrust

    Michael Benz

    Senior Advisor

    Synpulse

  • 9.45am

    Presentation - The China Potential & ETFs Tactical Play

    Louis Lu

    Head of Quantitative and Alternative Investment Department

    CSOP Asset Management

    • Leveraged & Inverse ETP in HK
    • Trading Strategies
    • China opportunities play
  • 9.55am

    Presentation - Finding complementary income sources in a low yield environment

    Donald Amstad

    Chief Operating Officer - APAC Distribution & Head of Investment Specialists - Asia Pacific

    Aberdeen Standard Investments

    We live in uncertain times.

    • Political
    • Economic
    • Financial
    • Bond yields are collapsing - $16tr bonds with a negative ytm
    • Only USD bonds have a positive yield
    • Within USD bonds, EM corporate bonds offer the best risk/return

    FOR UNCERTAIN TIMES : BUY USD EM FMP

  • 10.05am

    Presentation - State of EM: unearthing hidden gems in China and ASEAN

    Aleksey Mironenko

    Partner & Chief Distribution Officer

    Premia Partners

    • Who are we and why do we focus on simplifying beta choices in Asia?
    • A review of opportunities in China new economy and ASEAN stocks, as well as implementation options
    • Introducing a better way to access Asian frontier and global EM markets
  • 10.15am

    Panel discussion - Tweaking the investment engine

    • The revenue squeeze is on. Where will revenue come from in the future?
    • Who will thrive in the future? Who will be disintermediated?
    • Will traditional PBs be squeezed in terms of managing liquid (global equity and bond) portfolios due to technology-driven developments?
    • Can PBs remain relevant by focusing on areas that aren’t easily replaced by technology—illiquid and privates, cheap leverage, better (if possible) portfolio advice?
    • Do we need to engage more passive products & ETFs?
    • Whats the role of technology and digital evolving?
    • How do you prove you are delivering performance?
    • How should you balance revenue with suitability and the client’s best interest?
    • Can digital add greater value to traditional advisory?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Robson

    Chief Commercial Officer

    Quantifeed

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    Tony Wong

    Head of Intermediary Sales

    CSOP Asset Management

    Tobias Bland

    Chief Executive Officer

    Enhanced Investment Products

    Terence Goh

    Co-Founder & Chief Executive Officer

    Bam Fintech

    Simon Ree

    Founder

    Options Club

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Do-It-Yourself Wealth Management: Using Technology to Access Professionally Managed Global Diversified Portfolios Cheaply and Efficiently

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    • Combination of managed account technology and ETFs allow individual investors to have global, diversified portfolios managed professionally in their own accounts with full transparency in an efficient and low cost manner.
    • We provide some examples of this do-it-yourself wealth management.
  • 11.45am

    Presentation - Beware of Greenwashing as ESG Momentum Builds

    Andrew Daniels

    Senior Analyst, Manager Research

    Morningstar

    • Growth of ESG Funds
    • What is Greenwashing?
    • What to do about Greenwashing?
  • 11.55am

    Presentation - The GCC – the new Emerging Market countries

    Ryan Lemand

    Senior Executive Officer, ADSI & Global Head of Wealth and Asset Management, ADS Securities

    ADS Investment Solutions

    • The Gulf Cooperation Council Countries (GCC) are being upgraded to Emerging Markets by major indices, creating a new type of Emerging Markets
    • GCC countries are oil exporting, with currencies pegged to the dollar, high foreign currency reserves and very low debt-to-GDP
    • Momentum investing into GCC stock markets has proven to be quite lucrative for traditional Emerging Market investors
  • 12.05pm

    Presentation - Scaling wealth management with digital automation

    John Robson

    Chief Commercial Officer

    Quantifeed

    • Scaling to thousands of customers with rising wealth is exciting and challenging
    • The threat of failing to do so is immense
    • The answer is automation and a local market perspective
  • 12.15pm

    Panel discussion - "Young Clients" - Investing with Purpose?

    We use the word "Millennial" regularly. Most “young” people consider the word an insult, denoting someone who is lazy, spoiled, feckless, etc.  Regardless of what their attitude is and how effective they may be - many are coming into serious wealth, thanks to rich and doting parents. Winning the hearts and minds of "Young investors" – will be key to your long-term success. But are you too old to deal with them – and has your bank got any ideas around finding tangible, innovative ideas to get them engaged? Intergenerational wealth preservation is not easy – it requires holistic planning, targeted education and an acute focus on the customer experience.

    • How do you deal with the younger generation?
    • What is their attitude towards investing?
    • What do the younger generations expect from you?
    • What are banks doing to create a holistic and meaningful user experience for them?
    • Beyond investments, what other engagement do you need to provide?
    • Has client demand for Impact investing, SRI, ESG increased?
    • Do you provide these solutions in-house?
    • Is impact investing an add-on or a core investment?
    • Which areas would you invest in or avoid?
    • What’s the next phase of impact investing?
    • Assessing products: the good, the bad and the ugly
    • Does ESG deliver superior returns?
    • Can these offerings be bespoke to deepen relationships with clients?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Janet Li

    Asia Wealth Business Leader

    Mercer

    Aleksey Mironenko

    Partner & Chief Distribution Officer

    Premia Partners

    Entela Benz-Saliasi

    Associate Professor, Dept. of Finance

    HKUST

    Sunita Subramoniam

    Vice President, Product Strategist - iShares

    BlackRock

  • 13.00pm

    Lunch

  • 13.50pm

    Workshop - Investing during trade war: uncorrelated equities and truly risk-free cash

    David Lai

    Partner & Co-Chief Investment Officer

    Premia Partners

    Aleksey Mironenko

    Partner & Chief Distribution Officer

    Premia Partners

    Throughout 2019 we’ve been whipsawed by trade war back and forth between China and the US. While many investors are inclined to de-risk and wait it out, the last month has shown that remaining uninvested has its costs too. Instead, a more appropriate strategy may be to a) identify the equity winners regardless of trade war outcome, b) minimize correlations and c) identify truly risk-free assets as a hedge for the doomsday scenario.

    • An introduction to Premia Partners and our goal to improve Asian beta
    • Why trade war winners are closer than we think – China New Econ and Vietnam are the places to be
    • Why not all cash solutions are the same – Treasury Floating Rate Notes as a risk-free cash alternative
  • 14.30pm

    Workshop - Index and Quant Investing in Asian Markets (Or why should I care about factors, smart beta and dynamic risk management)

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    Factor / smart beta investing and dynamic risk management are widely used investment approaches in developed markets, but their adoption in Asia has been slow.  We discuss why Asian investors would be wise to understand some of these investment strategies and techniques.

    You should attend this workshop if you want to participate in a practical, hands on discussion about passive investment, smart beta, and better risk management and diversification to improve investment performance while reducing risk in Asian equity markets.

    Harold Kim, Founder and Chief Executive Officer of Neo Risk Investment Advisors, will be discussing reasons for the popularity of these strategies in global markets and sharing some of his thoughts on the recent performance of Asian markets and ways active risk management and factor exposure can improve performance.

  • 15.10pm

    Panel discussion - Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?

    • What are the main investment themes and the products that will be most relevant in 2H?
    • How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile phase?
    • Risks and opportunities for 2H 2018? How are you delivering performance? Managing risk?
    • What Asian Markets offer the best value? What’s your view on China?
    • What is your current thinking about the role of fixed income and credit in HNW / UHNW clients’ portfolios?
    • What are the prospects for US dollar interest rates in the coming 12 months?
    • Equity – where is best? Where is worst?
    • What must be considered when investing in emerging markets?
    • What’s the role of structured products in 2H 2019?
    • Any role for passive and index products?
    • What’s the role for private debt and alternatives within portfolios?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Simon Godfrey

    Senior Vice President, Head of Products

    EFG Bank

    Michael Levin

    Head of Asset Management, Asia Pacific

    Credit Suisse Asset Management

    Jacky Tang

    Head of Portfolio Management Group Asia, Co-Head of Investment Strategy Group Asia

    Goldman Sachs

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    Angel Wu

    Managing Director, Head of Product Management Group

    Bank of Singapore

  • 16.00pm

    Forum End

Sep 19

Investment Solutions Forum 2019

W Hotel,Hong Kong

Speakers

Aleksey Mironenko

Premia Partners

Andrew Daniels

Morningstar

Angel Wu

Bank of Singapore

David Lai

Premia Partners

Donald Amstad

Aberdeen Standard Investments

Dr. Silvio Struebi

Simon-Kucher & Partners

Entela Benz-Saliasi

HKUST

Harold Kim

Neo Risk Investment Advisors

Jacky Tang

Goldman Sachs

Janet Li

Mercer

Jean-Louis Nakamura

Lombard Odier

John Robson

Quantifeed

Louis Lu

CSOP Asset Management

Michael Benz

Synpulse

Michael Levin

Credit Suisse Asset Management

Richard Straus

EFG Bank

Ryan Lemand

ADS Investment Solutions

Simon Godfrey

EFG Bank

Simon Ree

Options Club

Stewart Aldcroft

CitiTrust

Sunita Subramoniam

BlackRock

Terence Goh

Bam Fintech

Tobias Bland

Enhanced Investment Products

Tony Wong

CSOP Asset Management

Sep 19

Investment Solutions Forum 2019

W Hotel,Hong Kong

Partners

platinum

gold

bronze

Sep 19

Investment Solutions Forum 2019

W Hotel,Hong Kong

Event Highlights

We were delighted to host our annual event in Hong Kong for the Investments Community in Wealth Management. More than 250 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners: Swissquote, Premia Partners, Quantifeed, ADS Investment Solutions Limited (ADSI), Aberdeen Standard Investments, CSOP Asset Management, Neo Risk Investment Advisors, Morningstar, and Orbium.

Below for your interest and reference are links to the various pieces of content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Content Highlights 

Video Highlights
Video Highlights Summary PDF
Exclusive Insights
Testimonials
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos
Post Event Supplement

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

Event Summary 

The future ahead: Emerging markets on the rise of multi opportunities
We were delighted to host our annual investment-focused event in Hong Kong. Over 220 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.

 

Video Highlights - Videos

We asked leading industry experts - what are the opportunities and challenges for the year ahead? View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I Love Wealth Management
Testimonials

Donald Amstad, Chief Operating Officer - APAC Distribution & Head of Investment Specialists - Asia Pacific, Aberdeen Standard Investments
Stewart Aldcroft, Chairman, CitiTrust
Harold Kim, Founder and Chief Executive Officer, Neo Risk Investment Advisors
Ryan Lemand, Senior Executive Officer, ADSI & Global Head of Wealth and Asset Management, ADS Securities, ADS Investment Solutions
Entela Benz-Saliasi, Associate Professor, Dept. of Finance, HKUST
Simon Godfrey, Senior Vice President, Head of Products, EFG Bank
John Robson, Chief Commercial Officer, Quantifeed
David Lai, Partner & Co-Chief Investment Officer, Premia Partners
Simon Ree, Founder, Options Club

 

Exclusive Insights ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Donald Amstad, Chief Operating Officer - APAC Distribution & Head of Investment Specialists - Asia Pacific, Aberdeen Standard Investments
What is the outlook for emerging market debt?
Where can clients/advisors find opportunities given current market environment?
What's the biggest opportunity in equities globally today?

Stewart Aldcroft, Chairman, CitiTrust
Is Hong Kong still an important wealth management centre in Asia? Will it continue to be?

Harold Kim, Founder and Chief Executive Officer, Neo Risk Investment Advisors
Is do-it-yourself wealth management a trend?

Ryan Lemand, Senior Executive Officer, ADSI & Global Head of Wealth and Asset Management, ADS Securities, ADS Investment Solutions
What are the opportunities for Asian based clients to invest in the GCC today?
Are there any specific countries or sectors in GCC that offer the best values for investors today?

Andrew Daniels, Senior Analyst, Equity Strategies, Manager Research, Morningstar
Has there been a significant growth in ESG funds?
What is Greenwashing?

Entela Benz-Saliasi, Associate Professor, Dept. of Finance, HKUST
What are the recent developments we have seen in ESG? What’s next?
Are there any specific initiatives we have seen in Hong Kong to increase the focus on ESG?

Simon Godfrey, Senior Vice President, Head of Products, EFG Bank
What must be considered today when investing in Emerging Markets?

John Robson, Chief Commercial Officer, Quantifeed
Which wealth management firms will thrive in the future? Who will be disintermediated?
How is the role of technology and digital evolving in wealth management?

David Lai, Partner & Co-Chief Investment Officer, Premia Partners
Can you tell me details on the Premia MSCI Vietnam ETF you recently launched?
Can you tell me details on the Premia US Treasury Floating Rate ETF you recently launched?

Simon Ree, Founder, Options Club
What is the Options Club?
You recently wrote a book. What does it cover?

 

Panel Discussions 

We held 4 interactive panel discussions throughout the day – which involved senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

Opportunities and Challenges for Asia’s Wealth Management Community
A panel of experts at the Hubbis Investment Solutions Forum reviewed the state of the wealth management industry to highlight what value proposition might be required to survive and prosper in the future. They debated whether the cost and revenue pressures are of such a scale as to threaten the survival of some of the key players. They discussed whether the growth of private wealth in Asia will propel the market, or if only the biggest and best can survive. They wondered if, at the other extreme, the smaller adaptable, nimble newer competitors can forge a market presence and prosper.

Panel Members
Richard Straus, Senior Managing Director, Head of Private Banking, EFG Bank
Jean-Louis Nakamura, Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong, Lombard Odier
Silvio Struebi, Partner, Simon-Kucher & Partners
Stewart Aldcroft, Chairman, CitiTrust
Michael Benz, Senior Advisor, Synpulse

Positioning the Wealth Management Machinery and Investment Engines for the Future
A wide-ranging discussion took place during the second panel of the Hubbis Investment Solutions Forum, with an eclectic group of experts offering different opinions on the future of wealth management in terms of its future products, services, business model and profitability, including assessing the impact of the ongoing battle between active and passive strategies, and the role of digital in promoting potentially improved investment opportunities, strategies and enhanced user interface.

Panel Members
John Robson, Chief Commercial Officer, Quantifeed|
Harold Kim, Founder and Chief Executive Officer, Neo Risk Investment Advisors
Tony Wong, Head of Intermediary Sales, CSOP Asset Management
Tobias Bland, Chief Executive Officer, Enhanced Investment Products
Terence Goh, Co-Founder & Chief Executive Officer, Bam Fintech
Simon Ree, Founder, Options Club

Younger Generations of HNWI Clients – Investment Trends and Outlook
What does Millennial mean when it comes to wealth and wealth management, for those who are inheriting Asia’s vast private wealth and those who are now making the region’s future wealth? Whichever route they arrive at their huge wealth, the private banking and wealth management community are concentrating increasing efforts at keeping them within their folds as clients or bringing them to their firms as new customers. How is the wealth products, services and advisory industry adapting their strategies, and their teams, to cope? A panel of experts assembled for a fascinating panel discussion at the September Investment Solutions Forum.

Panel Members
Janet Li, Asia Wealth Business Leader, Mercer
Aleksey Mironenko, Partner & Chief Distribution Officer, Premia Partners
Entela Benz-Saliasi, Associate Professor, Dept. of Finance, HKUST
Sunita Subramoniam, Vice President, Product Strategist - iShares, BlackRock

Shifting the Dial – How Should Asia’s HNWIs Recalibrate Their Portfolios
A panel of experts assembled at the last group discussion of the Hubbis Investment Solutions Forum to ponder the optimal portfolio strategies for late 2019 and in anticipation of 2020. There was plenty of healthy disagreement on all the key investment markets, and only one clear consensus, namely that the world remains an uncertain place, and returns will remain elusive.

Panel Members
Simon Godfrey, Senior Vice President, Head of Products, EFG Bank
Michael Levin, Head of Asset Management, Asia Pacific, Credit Suisse Asset Management
Jacky Tang, Head of Portfolio Management Group Asia, Co-Head of Investment Strategy Group Asia, Goldman Sachs
Harold Kim, Founder and Chief Executive Officer, Neo Risk Investment Advisors
Angel Wu, Managing Director, Head of Product Management Group, Bank of Singapore

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

ESG Investing Surging Globally, but Investors Beware of Greenwashing
Delegates at the Hubbis Investment Solutions Forum in September were treated to a tale of both great growth potential and also of caution from Andrew Daniels, Senior Analyst, Manager Research at global investment research and management group Morningstar. He told the audience of the growth in sustainable investment activity globally, but also addressed the concerns of ‘Greenwashing’, the practice of making ordinary funds appear greener than they are in order to win a larger slice of the growing wall of money pouring into ESG alignment.

The GCC – Opportunities in the Newly Emerging Market Status Countries
The Gulf Cooperation Council Countries (GCC) are being upgraded to the status of Emerging Markets by major indices, creating a new region for investors in the EM arena to focus their attention. GCC countries are different from the other countries in the EM universe to date, as they are oil-exporting, their currencies are pegged to the dollar, they enjoy high foreign currency reserves and very low debt-to-GDP. Momentum investing in GCC stock markets has proven to be quite lucrative for traditional Emerging Market investors of late. Dr Ryan Lemand, Senior Executive Officer for ADS Investment Solutions & Global Head of Wealth and Asset Management for ADS Securities addressed delegates at the Investment Solutions Forum to highlight the opportunity.

State of the Emerging Markets: Unearthing the Hidden Gems in Asia
Aleksey Mironenko is a keen proponent of the value HNWI investors can find in China ‘A’ shares and in the key parts of Asian stock markets. In his capacity as Partner & Chief Distribution Officer for Hong Kong-based investment manager Premia, he gave a presentation at the Hubbis Investment Solutions Forum to highlight opportunities in China new economy shares, in innovative Asian companies and in the firm’s recently launched Vietnam ETF. He believes that in a world of inflated valuations and liquidity seeking new homes, ASEAN and China markets are at an exciting phase of development and offer a highly diversified range of opportunities. And to access these, HNWIs can buy into Premia’s growing stock of China and ASEAN ETF strategies.

Investing During the US-China Trade Conflict: Uncorrelated Equities and Truly Risk-Free Cash
Throughout 2019 the world has suffered from the US-China trade conflict fallout, and while many investors have been inclined to de-risk and wait it out, there are opportunities lost as well by pursuing that strategy. Instead, Hong Kong investment manager Premia Partners believes a more appropriate strategy is to identify the equity winners regardless, minimise correlations, and buy into truly risk-free assets as a hedge for any doomsday scenario. David Lai, Premia Partner & Co-Chief Investment Officer, and Aleksey Mironenko, Partner & Chief Distribution Officer, paired up for a fascinating Workshop at the Hubbis Investment Solutions Forum.  

‘Do-It-Yourself Wealth Management’: Efficient and Low-Cost Access to Professionally Managed Global Diversified Portfolios
At a recent Hubbis Investment Solutions Forum, Dr Harold Kim, Founder and Chief Executive Officer of Neo Risk Investment Advisors, highlighted how the widespread availability of ETFs combined with managed account technology allows individual investors to have global, diversified, low-cost portfolios managed professionally in their own accounts with full transparency. He called it ‘Do-It-Yourself Wealth Management’.

Index and Quant Investing in Asian Markets for Asia’s Wealth Management Community
Harold Kim, Founder and Chief Executive Officer of Neo Risk Investment Advisors, offered a fascinating Workshop at the Investment Solutions Forum to explain how factor/smart beta investing and dynamic risk management works. These investment approaches are widely used in developed markets, but their adoption in Asia has been lagging. Using passive investments, smart beta and dynamic risk management can significantly improve investment performance while reducing risk in Asian equity markets.

The China Potential & Using ETFs and Tactical Trading Strategies to Boost Returns
Louis Lu, Head of Quantitative and Alternative Investment Department at CSOP Asset Management, sees huge opportunities for China. He addressed the Hubbis Investment Solutions Forum to explain the why and how of participating in that market, including offering some interesting trading strategies to boost returns, while reducing unwanted volatility.

EM Fixed income and China ‘A’ Shares – Yield and Return in a Low-Return World
Donald Amstad, Chief Operating Officer, APAC Distribution & Head of Investment Specialists for Asia Pacific at Aberdeen Standard Investments sees real value in Emerging Market Debt as an asset class. He gave a lively presentation at the Investment Solutions forum to highlight these fixed-income opportunities, and to advise HNWI clients and the assembled advisers where and how they can buy such instruments. And he also pointed the spotlight to the great China ‘A’ share revaluation bonanza that, he believes, has begun in earnest in 2019.

 

Sep 19

Investment Solutions Forum 2019

W Hotel,Hong Kong