Alternatives Selection Nexus, Hong Kong 2017

Alternatives Selection Nexus, Hong Kong 2017

Date:
April 25, 2017
Time:
8:00am – 11:30am
Venue:
Conrad Hotel, Hong Kong

Register Now

If you are interested in attending the Alternatives Selection Nexus, please submit the completed form below.

Kindly note the Alternatives Selection Nexus is for qualified alternative selectors, and Asian Private Banker will review all applicants before registration confirmation.

This event is free to attend and qualifies for CPT/CPD points.



Overview

Asian Private Banker, the leading authority on the private banking industry in Asia, hosts the most powerful and effective gathering of alternatives selectors in Asia each April.

What makes an Asian Private Banker Alternatives Selection Nexus (ASN) function different?

  • Seniority of industry peers who participate
  • Focus and exclusivity as only private bank and IAM/SFO/MFO selectors are invited (no institutional, no insurance, no retail, no other sectors)
  • Quality of discussions led by APBs best-in-class editorial team
  • Relevant and restricted sell-side engagement in the morning’s agenda
  • First and still the best (APB hosted the first selector driven function in Asia on 21 November 2012)

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    Agenda

    8:00am – 8:55am Registration and Coffee
    8:55am – 9:00am Welcome & Opening Comments
    9:05am – 9:45am Opening Panel Discussion
    Hedge funds and liquid alternative: The year of absolute return?

    In 2016, lacklustre performance and generally diminished risk appetite resulted in limited demand for hedge fund strategies in Asia, despite an uncertain environment that is increasingly challenging the sustainability of traditional benchmark-driven long-only strategies. This year, the outlook is no more certain, headlined by the unexpected election of Donald Trump, which could induce tectonic shifts in monetary, fiscal and trade policy, with structural implications for markets.

    Especially in equities, Asian HNWIs are still demonstrating reluctance to take directional views with the exception of select long-term macro themes. Even so, fixed income concentration risk in portfolios continues to climb.

    Greater complexity in investing requires more sophisticated solutions beyond conventional alpha generation. Will traditional long-only strategies underperform? What is the viability of smart beta solutions as a means of passive outperformance? How can hedge funds and liquid alternatives position themselves to act as diversifiers within portfolios?

    Moderator:
    Richard Otsuki, Deputy Editor, Head of IPS Coverage, Asian Private Banker

    Conversation catalysts:
    Aaron Cheung, Head of Alternative Investments, BNP Paribas Wealth Management
    Gunther Jost, Co-Head of Hedge Funds APAC, Investment Products and Services, UBS Wealth Management
    Thor Monsen, Head of Hedge Funds, Asia, Citi Private Bank
    William Ma, Co-Chief Investment Officer, Noah Wealth Management

    9:50am – 10:30am Workshop
    Option Investing: Writing a New Role in Portfolios
    Following several years of above average equity returns with below average volatility, investors are increasingly looking for ways to maintain market exposure while reducing risk or even profiting from any potential increases in market volatility. In this respect, can index options investment strategies help investors reduce tail risk and equity drawdowns, manage portfolio volatility, and increase diversification? The session will introduce and discuss the potential for using systematic putwrite strategies on liquid market indices to achieve these objectives.

    Workshop host:
    Michael Dyer, Client Portfolio Manager, Neuberger Berman

    10:30am – 10:50am Workshop
    Market Neutral – the Real Solution for Diversification
    Equities are one of the best means we have to grow our capital over the long term. It is however, inherently unstable. The challenge is not only when to buy and when to sell. Every cycle needs a particular approach. Different themes led the equity market in a different period. In the 1990s it was technology. In the 2000s it was financials, then emerging markets. Most recently, developed markets have led recovery. Every cycle needs a particular approach. No particular style – value, growth, momentum. We will explain how an alternative investment strategy – equity market neutral strategy –may help to cope with this challenge. This strategy offers a significant diversification not only from the financial markets but also from other traditional global equity strategies.

    Workshop host:
    Kylie Chan, Head of Sales, North Asia, Old Mutual Global Investors

    10:50 – 11:30am Closing Panel Discussion
    Private markets: Unicorns of the new economy

    By the first half of 2016, Asia Pacific had already registered US$8.7 billion worth of outbound private equity investments, according to a MergerMarket report, nearly matching the 2015’s total US$9.8 billion. Although there are signs of a slowdown in global capital markets, the region is lush with wealth and private market appetite continues to flourish.

    Private market appetite in Asia has been driven, in part, by muted interest in public markets due to uncertainty, lack of conviction, rising volatility and lower expected returns. Some wealth managers and family offices in the region have even adopted endowment-styled investing to focus on longer-term, outsized returns.

    Is growth in private markets sustainable in the foreseeable future? What themes are Asian HNWIs demanding? Do Asian UHNWIs continue to demand direct investment or are they open to funds? Do industry leaders believe there are longer-term prospects for private banking clients to adopt endowment-styled approaches?

    Moderator:
    Richard Otsuki, Deputy Editor, Head of IPS Coverage, Asian Private Banker

    Conversation catalysts:
    Brenda Lau, Director, Private Equity Investor Relation Advisor, CA Indosuez
    Ernest Chan, MD, Head of Asia Investment Management Services, Morgan Stanley Private Wealth Management
    William Ma, Co-Chief Investment Officer, Noah Wealth Management


     

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    For further information, please contact: koye.s@asianprivatebanker.com
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