2 nd Fund Selector Forum Asia

Transcription

1 2 nd Fund Selector Forum Asia 17 November, Mandarin Oriental, Hong Kong Forum Partner Workshop Sponsors Advisory board AsianInvestor would like to thank the following investment experts for their help in creating the agenda for this event. Roger Bacon, Asia-Pacific Head of Managed Investments, Citi Private Bank Dany Dupasquier, Head of Funds Group, Standard Chartered Bryan Goh, Chief Investment Officer for Singapore, Bordier Danny Howell, Head of Offshore Wealth Management, CreditEase Roger Steel, President of New Markets and Business Development, Sun Life Asia Rodophe Larqué, Head of Mutual Funds and ETFs for Asia Pacific, Credit Suisse Private Banking Patrick Grossholz, Asia-Pacific Head of Investment Management, UBS Wealth Management

2 Tuesday 17 November 2015 (Times and sessions are subject to change) 08:00 Registration and refreshments 08:55 Welcome 09:00 What Chinese investors want and what they actually need Cross-border access to Chinese investors is opening up, but getting them to buy foreign assets is another matter. What products do they want? And are those the right ones to help them diversify their portfolios? Has A-share turmoil and government intervention hurt demand for Chinese equity funds? Educating investors on avoiding a retirement shortfall, risk awareness and diversification How are foreign asset managers working with distributors in China? Impact of the Stock Connect and mutual recognition schemes Gauging appetite for alternatives and offshore exposure The development of peer-to-peer lending platforms as wealth managers Danny Howell, Head of Offshore Wealth Management, CreditEase Belle Liang, Head of Investment Advisory, Hang Seng Bank 09:40 Multi-Family Offices/External Asset Managers: The New Disrupters? Presentation Fintech may be shaking up the wealth management industry like Spotify and itunes have for music or as Uber for car-hailing, but multi-family offices and external asset managers are proving equally disruptive as new channels for investment products and advice. How is the EAM/MFO segment changing the landscape in Asia? Different models of EAMs/MFOs for investment product and advice distribution Pros and cons of EAMs and MFOs versus private banks Challenges facing the EAM/MFO industry How are private banks responding to and working with this segment?

3 Speaker: Harmen Overdijk, Managing Partner and Co-Founder, Caidao Wealth* Mark Smallwood, Asia-Pacific Head of Franchise Development and Strategic Initiatives, Deutsche Asset & Wealth Management* Sascha Zehnter, Asia-Pacific Head of External Asset Managers, Credit Suisse 10:20 Workshops Room 1: European Equities Standard Life Investments Room 2: Japanese Equities - Lazard Asset Management Workshop Leader Timothy S. Griffen Managing Director, Portfolio Manager/Analyst Lazard Japan Asset Management K.K. (Tokyo) 11:10 Networking Coffee Break 11:30 Developments in Distribution What can distributors do better for asset managers and investors? What are the risks of disintermediation, such as by peer-to-peer platforms? Are P2P firms succeeding as wealth managers in China and how about elsewhere? The evolution of fintech: where it is and isn t working Are robo-advisers living up to expectations? Is this a challenge for active managers? Are virtual wealth hubs gaining traction? How are they affecting what products are sold? Moderator: Blair Pickerell, Industry Expert Roger Steel, President of New Markets and Business Development for Asia, Sun Life Charis Wong, Hong Kong Head of Mutual Funds and ETFs, Credit Suisse Workshops Room 1: Multi-Asset Room 2: TBC Workshop Leader

4 Iwan Brouwer Senior Client Portfolio Manager, Multi-Asset NN Investment Partners 13:10 Networking Lunch 14:00 Discretionary Portfolio Management: Getting It Right Discretionary portfolio management is seen to be rising in popularity in Asia. But which is the best model, and what challenges does it present for distributors? What is driving DPM s growth in popularity in Asia? Types of DPM securities mandate versus multi-manager versus hybrid Challenges of setting up a DPM team sourcing and retaining expertise Avoiding conflict of interest between advisory and discretionary businesses How important for clients to have regular access to a portfolio manager DPM versus multi-asset fund or multi-manager mandate: the pros and cons Moderator: Steven Seow, Asia Head of Wealth Management Consulting, Mercer Roger Bacon, Asia-Pacific Head of Managed Investments, Citi Private Bank Patrick Grossholz, Asia-Pacific Head of Investment Management, UBS Wealth Management Jean-Louis Nakamura, Chief Investment Officer for Asia Pacific, Lombard Odier 14:50 Workshops Room 1: European Equities Standard Life Investments Room 2: TBC 15:40 Networking Coffee Break 16:10 Home Truths: a Veteran s View Interview Recently retired, Blair Pickerell has spent over 30 years running asset management businesses in Asia. Few are better placed to give candid comment on what could be done better and worse by fund houses and distributors in the region.

5 16:40 Close Speaker Blair Pickerell Interviewed by Leigh Powell, Editor, AsianInvestor