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Full Agenda

8.40am
Registration
8.50am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
8.55am
Keynote Address
Chair Opening Remarks: Why we are here!
Malik S. Sarwar
CEO
K2 Leaders
9.00am
Panel discussion
Private wealth management - a time of dramatic change
  • What can you do to improve the value proposition in wealth management?
  • What does the current revenue mix of wealth managers in Asia look like? How is it changing?
  • How has AML changed the Onboarding Process in the Philippines?
  • What changes are we seeing in client expectations and behaviour?
  • Where will the continued growth come from and what are your priorities?
  • How do clients want to be serviced today?
  • How can you get the right people and proposition in front of the right clients?
  • The opportunities to collaborate and partner with international firms?
  • How important is digital today?
  • What are the main investment themes and the products that resonate with clients today?
  • What’s the future of Discretionary and Advisory Portfolio Management in Asia?
  • Offshore / onshore. Where is the long-term opportunity?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Maria Paz A. Garcia
Chief Risk & Compliance Officer, Risk Management & Compliance
BPI Asset Management & Trust
Albert S. Yeo
President
BDO Private Bank
Robin Heng
Global Market Head Philippines, Australia, Indonesia and Thailand
Bank of Singapore
Valerie Pama
President
Sun Life Asset Management
Philipp Piaz
Partner
Finaport
Christian Senn
Managing Director, Market Group Philippines Market
Credit Suisse Private Banking
Malik S. Sarwar
CEO
K2 Leaders
9.45am
Presentation
Transforming Wealth Management for the Future
Abhra Roy
Head, Finacle Wealth Management Solution
Infosys Finacle
  • Redefining wealth management for 2019 and beyond
  • Future Proofing your Business with a Truly Digital Platform
9.55am
Head - to - Head Q & A
Global Citizens: Trends and Developments in Investment Migration
Scott Moore, IMCM
Country Head Philippines
Henley & Partners
  • Why is the Investment Migration industry booming?
  • Why does H&P attend the Hubbis events?
  • Where do our clients come from?
  • Why do PBs/IAMs etc work with us?
  • How can H&P help your HNWI clients?
  • What are the pitfalls that HNWIs should be aware concerning investment migration?
10.05am
Presentation
Private Banking: A new point of view
Evrard Bordier
CEO and Managing Partner
Bordier & Cie
  • Building a private bank: 3 strategic questions
  • Pillars of building a private bank
  • The partnership approach
10.15am
Presentation
Cyprus Island of Opportunities
Ioannis Ioannikiou
Legal Advisor
Casamont Cyprus
  • Cyprus Investment Program
  • Benefits of Cyprus when structuring your wealth
  • Cyprus investment opportunities
10.25am
Panel discussion
Platforms and Technology - the future of private wealth management?
  • The rise of Wealth tech in Asia – whats working and not working?
  • Are banks going in the right direction in their digital journey?
  • How can they implement a digital transformation strategy?
  • What digital expectations do clients have?
  • Has the investment in ‘digital’ justified the cost? What has worked elsewhere?
  • The chicken and egg? Can you sustain the digital strategy for the bank?
  • Transparency, Margins, Costs and Fees – what’s changing?
  • How must we tweak the investment engine? Can it be automated? Should it be more passive?
  • How do we deliver ‘funds’ and investment products to our clients efficiently?
  • What does the word ‘platform’ mean to you?
  • Connecting customer data to market data – what does this mean?
  • What’s the role of technology and AI?
  • Are FinTech’s and Tech Giants threatening our business model yet?
  • What disruptors have we seen? Have any been successful?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Anthony Thomas
Chief Executive Officer
Mynt
Edison Tsai
Partner & Executive Director
SeedIn Technology
Damian Hitchen
CEO Singapore
Swissquote
Michael Ferrer
Managing Director
ATR Asset Management
Simon Wong
Sales Head, Greater China Region
ERI Banking Software
11.10am
Refreshment & Networking
11.35am
Presentation
Food for thought: CRS / AEOI – Practical experiences
Ivan Pelle
Executive Director - International Taxation
RGN
  • CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
  • AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
  • Citizenship or residency by investment program – Todays complexities, the future? Solutions?
11.45am
Presentation
IMTF’s Modular RegTech Platform – Building blocks to achieve regulatory compliance
Andreas Wenger
General Manager, Asia Pacific
IMTF
  • Forward-looking technologies to tackle business challenges (Client Onboarding, Name Screening, AML / Fraud)
  • Building on a strong case management foundation to achieve cohesive business operations benefits
  • Enabling and ensuring end-to-end leading client and user experience
11.55am
Presentation
Digital Client Onboarding & E KYC
Sachin Gawade
Director Sales, Asia Pacific
EbixCash Financial Technology (Formerly Miles Software)
  • Hassle free on-boarding
  • Touching Untapped markets
  • Quick and Easy
  • Digital Wealth Management
12.05pm
Presentation
The importance of Gold as a strategic asset
Joshua Rotbart
Managing Partner
J. Rotbart & Co.
  • Why gold? Why now?
  • Trends in physical gold
  • Use cases
12.15pm
Presentation
Outlook for Emerging market equities
Rob Mumford
Portfolio Manager, Emerging Markets Equities
GAM
  • Implications of recent changes in global growth forecasts
  • What are monetary indicators (yield curve etc) telling us
  • Role of China in the global growth story
  • Outlook for China and Asian emerging growth and equity markets
12.25pm
Presentation
The HNW Insurance Market has Changed – Here’s how you win
David Varley
Chief High Net Worth Officer, Hong Kong
Sun Life Financial
  • What’s happening in the HNW Market?
  • How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market
  • What are the new Products and Trends in HNW Market
  • Why should Bankers and Financial Advisers be interested in HNW Insurance
12.35pm
Panel discussion
The increasing importance of wealth solutions and planning
  • What challenges do wealthy families have and how is that changing?
  • Are we ready for the intergenerational wealth transfer?
  • How will The TRAIN law affect wealth transfer by Filipinos in the Philippines?
  • What are the effects of transparency on the conversation with clients?
  • How can we make the most of the opportunity that Wealth Planning and Structuring represents to us?
  • Any other emerging opportunities in wealth management?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Stella Cabalatungan
Executive Vice President, Head of Private Bank - Relationship Management
BDO Private Bank
Angel L. Pacis
Founder, President
KnowledgeLinks Wealth Solutions
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford
Ivan Pelle
Executive Director - International Taxation
RGN
Sebastien Hayoz
Managing Director
Asiaciti Trust
13.15pm
Lunch
13.50pm
Room A – Workshop
Global Citizens: Trends and Developments in Investment Migration
  • Introduction to the Investment Migration Industry
  • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
  • The world’s leading Residence-by-Investment Programs
Scott Moore, IMCM
Country Head Philippines
Henley & Partners
13.50pm
Room B – Workshop
Enhancing your impact to delight clients!
  • Five habits of effective advisers
  • Sales manager as effective leaders and coaches.
  • How do you engage clients in challenging markets?
  • Where is the return now?
  • Simple solutions to discuss with clients today
Malik S. Sarwar
CEO
K2 Leaders
14.30pm
Room B – Workshop
Accelerating Digital Wealth Management and Bancassurance
  • Empowered, Digital Financial Advisory
  • Digital journeys for Advisors and Clients
  • A Digital Core Wealth Management engine for mid and back office operations
Abhra Roy
Head, Finacle Wealth Management Solution
Infosys Finacle
14.30pm
Room A – Workshop
The World of Physical Gold
  • Gold, what is it all about?
  • Gold and its role in an investment portfolio
  • Physical gold Vs. “Paper gold” and ETFs
  • How to buy gold and other precious metals?
  • How to store and how to insure your holdings?
  • Know your gold bar - inspecting real gold bars and coins
Joshua Rotbart
Managing Partner
J. Rotbart & Co.
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Investing in more uncertain and challenging markets
  • Are we becoming more international in our investment thinking?
  • Regulation and compliance – what developments?
  • Impact of the new Tax Law on Investment Funds?
  • Challenges and Opportunities for Unit linked insurance in the Philippines?
  • How are you thinking about fund selection and portfolio construction?
  • How has the Investment environment changed in Asia from 2017 to 2019?
  • Managing and understanding risk — how do you estimate risk, and how does it impact your investment process?
  • How do you think Asian equity market performance will be in 2019?
  • Whats the outlook for emerging markets?
  • What is interesting in the fixed income and credit universe today?
  • Is the Philippines warming to index and ETF products?

Chair

Malik S. Sarwar
CEO
K2 Leaders

Panel Members

Dr. Robert Ramos
Senior Vice President, Trust Officer and Chief Investment Officer
EastWest Bank
Roberto Vergara
First Vice President & Head of Trust
Philippine Veterans Bank
Michael Gerard D. Enriquez
Chief Investments Officer
Sun Life Financial
Rob Mumford
Portfolio Manager, Emerging Markets Equities
GAM
Adeline Tan
Head of Investment Advisory
Mercer
16.15pm
Presentation
Are You Future-proofing Yourself?
David MacDonald
Head of Learning Solutions
Hubbis
  • Leveraging AI In Your Business
  • The Human Skills That Might Help Keep You Relevant
  • What's Your Strategy & Plan?
16.25pm
Closing remarks
Key Takeways
Malik S. Sarwar
CEO
K2 Leaders
16.30pm
Forum End