Discretionary Dialogue 2019 Hong Kong

17 October 2019
8:30am – 12:30pm, followed by a luncheon
Mandarin Oriental, Hong Kong
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Join senior discretionary portfolio managers to discuss the portfolio allocations and product mixes of Asia’s private banks.

2019 Discretionary Dialogue Photos


8:30am – 9:00am Registration & Breakfast
9:00am – 9:10am Opening Comments
9:15am – 9:55am Panel Discussion 1: Bridging The Income Gap
When asked what kind of income Asian clients prefer, most would simply answer “the more, the better”. This thirst for income has driven a rise in investment solutions that seek to maximise income distributions for investors. However, as markets adjust to a new normal of low (or even negative) rates, how can investment solutions help private banks bridge the gap between income demand and availability? This session focuses on the construction and delivery of income solutions. What are the more attractive sources of income currently? What are the potential dimensions for customisation? And how can we marry these with client situation and risk tolerance? What are the potential pitfalls in being overly aggressive in chasing income?

Charlene Cong, CFA, Senior Reporter, Head of Investments Coverage, Asian Private Banker

Conversation catalysts:
Adrian Zuercher, CFA, CIO APAC, Head Asset Allocation, Managing Director, UBS Global Wealth Management
Cheuk Wan Fan, Managing Director, Chief Market Strategist, Asia, HSBC Private Banking
Jacky Tang, Head of Portfolio Management Group, Co-Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth Management
Jacqueline Koo, Head of Investment Management, Hong Kong, Credit Suisse
Paul Roberts, Multi-Asset Income Specialist, Baillie Gifford Asia

10:00am – 10:35am Briefing: Differentiated Fixed Income – Accessing US Corporate Bonds
With Asian clients heavily skewed towards fixed income products throughout 2019, the search for high performing, yet differentiated, fixed income offerings has been challenging. Within the diverse and liquid US corporate bond market, where are some of the most interesting and undiscovered return opportunities which can be added to Asian portfolios?

Conversation Catalyst:
Roger S. McEniry, Managing Partner, Dolan McEniry Capital Management

10:40am – 11:00am Networking Coffee
11:00am – 11:30am Briefing: When ESG Theory Hits the Reality of the Bond Market
With responsible investing likely to become an increasingly important consideration for both bond investors and the wider fund management industry, Pierre Chartres, Investment Director for M&G’s fixed income team, will discuss how environmental, social and governance (ESG) factors can be incorporated into high yield and emerging markets corporate bond portfolios.

Conversation Catalyst:
Pierre Chartres, Investment Director, M&G Investments

11:35am – 12:15am Panel Discussion 2: Scaling a Managed Solutions Business
The trajectory of measured growth from Asian clients for DPM capabilities continues apace in 2019, with more banks investing in their managed solutions capabilities in anticipation of further demand in the region. What business strategies are private banks pursuing to scale their managed solutions capabilities in a sustainable, profitable and differentiated manner? Particularly given the substantial upfront investment required, how can private banks nimbly and intelligently align cost outlays with revenue returns expectations to further support Asian DPM businesses?

Sebastian Enberg, Editor, Asian Private Banker

Conversation catalysts:
Grizelda Lee, Head of Discretionary Portfolio Management, Asia, Indosuez Wealth Management
Jaye Chiu, Managing Director, Head of Investment Management, BMO Global Wealth Management
Jean-Louis Nakamura, Chief Investment Officer, Asia Pacific, Chief Executive Officer, Hong Kong, Lombard Odier
Jennifer Leong, Business Development Director, Baillie Gifford Asia

12:15am – 12:25am Briefing: Q3 DPM Industry Sentiment
12:25am – 12:30pm Closing Comments
12:30pm – 1:30pm Networking Luncheon

2019 Partners

Conversation Partners


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For further information, please contact: [email protected]
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