The FSN offers the private banking funds selection community the rare opportunity to meet with hard-to-access fund managers. Similar to last year, selected fund managers will be presenting a series of 30-minute presentations in a group speed-dating format. A Q&A session will follow the presentations and one-on-one meetings will be facilitated upon request.

8:00am – 8:55am	Registration and Coffee
8:55am – 9:00am	Welcome & opening comments Andrew Shale, Publisher Asian Private Banker
9:05am – 9:45am	Session 1
9:50am – 10:30am	Session 2
10:35am – 11:15am	Session 3
11:20am – 12:00pm	Session 4
12:05pm – 12:45pm	Session 5
12:50pm – 2:00pm	Closing comments followed by luncheon
2:00pm – 3:00pm	Pre-arranged interviews

Topics

HY FRN’s: Ride the rising interest rate tide Following several years of all-time low interest rates and a global economy that is gaining momentum, many investors are beginning to anticipate rate rises and are looking at ways they can protect their bond portfolios from a tightening of monetary policy. High yield floating rate notes (FRNs) can provide a natural hedge against rising rates while offering an attractive level of income. Gordon Harding from M&G’s fixed interest team will provide an overview of the market and introduce a new fund that can serve as an alternative to leveraged loans. Presenters: Gordon Harding, Investment Specialist, M&G Investments Representatives: Ben Cherrington, Director, Intermediary Channels, Asia Pacific, M&G Investments Jeik Sohn, CFA, Relationship Manager, Fund Specialist, M&G Investments

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The rise of the Asian Consumer Welcome to the age of the “Asian Consumer”: a trend that is long-term and sustainable in the emerging markets, created by the increase in purchasing power of the rising middle class and with it the change in patterns of consumption. Further driven by population growth, industrialization and urbanization across all emerging economies, consumer spending priorities are prevalent throughout the various sectors like healthcare, luxury spending, mobilization, tourism and gaming. The huge potential and increasing influence of the “Asian Consumer” presents opportunities abound. Presenter: Joohee An, Senior Portfolio Manager, Mirae Assets Global Investments Representatives Sabrina Kwek, Sales Director, Mirae Assets Global Investments Jacky Yung, Sales Director, Mirae Assets Global Investments

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European High Yield – Is it Too Late or Is the Party Just Getting Started? Neuberger Berman recently launched a European High Yield Bond fund, which aims to give investors access to the growing number of non-investment grade companies issuing debt in Europe. This session will introduce delegates to the Neuberger Berman fund manager, Andrew Wilmont (formerly head of European high yield at AXA and Alcentra) and his thoughts on 1) the evolution of the European high yield market (how much it has grown, whether growth is sustainable, what makes it unique), 2) what skills are required to be successful in the European high yield market, 3) current valuations in the market (whether they are attractive), and 4) the investment outlook for Europe, including fundamentals and default rate predictions. Andrew will discuss the total return expectations for 2014 and will also offer his views on how 2015 is shaping up. Presenters: Andrew Wilmont, CFA, Managing Director, Portfolio Manager for European High Yield, Neuberger Berman Representatives: Mark Serocold, Senior Vice President, Business Development, Hong Kong, Neuberger Berman Chestnut Luk, Business Development, Hong Kong, Neuberger Berman

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China Reform Dividend Starts Kicking In Under the strong Xi leadership, China’s economy has fast-forwarded to her next stage: “Reform Dividend”. This was made possible by a lightning progress on the Renminbi internationalization. The New Capital China Equity Fund Manager, Mansfield Mok, will elaborate why he thinks the “State-owned Enterprise Reform” will become another important investment theme for China after the “Consumer Boom”, “Mobile Commerce” and “Revival of Non-Bank Financial”. Presenter: Mansfield Mok, Senior Vice President, Fund Manager, New Capital China Equity Fund, EFG Asset Management Representatives Andrew Lee, Chief Executive Officer, Asia, EFG Asset Management Bonny Tse, Director of Sales and Distribution, Asia, EFG Asset Management

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Investment opportunities in UK equity markets Falling inflation, positive growth in real income, further growth in employment, increased housing transactions, gently rising house prices, a dovish Bank of England – all of these are supportive to the momentum of recovery and growth in the UK. The Old Mutual UK Alpha Fund is focused on maximising long-term capital growth through a high conviction portfolio, concentrated on 35-40 UK large cap companies, with no benchmark or tracking error constraints. The fund has stood the test of time through rallying, volatile and defensive markets and is managed by one the UK’s most experienced and successful Fund Managers, Richard Buxton Presenter: Richard Buxton, Head of UK Equities, Old Mutual Global Investors Representatives Carol Wong, Managing Director, Asia Pacific, Old Mutual Global Investors Kylie Chan, Head of Sales, Asia, Old Mutual Global Investors