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Full Agenda

8.40am
Registration
8.55am
Welcome Address
Michael Stanhope
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
Chief Executive Officer & Founder
Hubbis

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
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
Chief Executive Officer & Founder
Hubbis

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
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
Chief Executive Officer & Founder
Hubbis

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
13.00pm
Lunch
13.50pm
Workshop
Investing during trade war: uncorrelated equities and truly risk-free cash

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
David Lai
Partner & Co-Chief Investment Officer
Premia Partners
Aleksey Mironenko
Partner & Chief Distribution Officer
Premia Partners
14.30pm
Workshop
Index and Quant Investing in Asian Markets (Or why should I care about factors, smart beta and dynamic risk management)

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.

Harold Kim
Founder and Chief Executive Officer
Neo Risk Investment Advisors
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
Chief Executive Officer & Founder
Hubbis

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
16.00pm
Forum End