Funds Selection Nexus, Hong Kong 2015

Funds Selection Nexus, Hong Kong 2015

Date:
October 16, 2015
Time:
8:00am – 12:50pm
Venue:
JW Marriott Hotel, Hong Kong

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    Overview

    The Funds Selection Nexus offers the private banking funds selection community the rare opportunity to meet with hard-to-access fund managers. These selected fund managers will present a series of 35-minute presentations in a group speed-dating format. This unique format is the most effective and efficient means of engaging in meaningful presentations/ Q&A with the fund selectors throughout one intense morning of conversations. These efficient and effective annual functions are the first dedicated fund selector events held in Asia and have amassed a strong following as some of the most important and relevant gatherings of Asia-based fund selectors and due diligence decision makers at private banks.

    Gallery

    Agenda

    8:00am – 8:55am Registration and Coffee
    8:55am – 9:00am Welcome & opening comments
    Andrew Shale, Publisher
    Asian Private Banker
    9:05am – 9:45am First session held
    9:50am – 10:30am First rotation
    10:35 – 11:15pm Second rotation
    11:20 – 12:00pm Third rotation
    12:05 – 12:45pm Final rotation
    12:50 – 2:00pm Luncheon & dataset conclusions

    Topics

    Using Enhanced Dividend Strategies to Generate a High Level of Income
    The actions of central banks have successfully driven up asset markets and left investors with very few places that they can generate a reasonable level of income. In a desperate search for yield, many investors have been forced to take on more risk while also sacrificing liquidity. Using covered calls with a large cap, high quality equity strategy is one way that investors can generate an attractive level of income without having to take on significant credit or liquidity risk. The strategy may therefore be used as an alternative or complement to high yield debt and emerging market debt, among other yield-seeking asset classes, to minimise the risks inherent to them.

    The managers of the RWC Global Enhanced Dividend Fund, Ian Lance and John Teahan, discuss how they seek to marry the twin objectives of delivering a generous yield and providing an element of downside protection in what looks like an increasingly challenging environment.

    Presenters:
    Ian Lance, Portfolio Manager, RWC Partners
    John Teahan, Portfolio Manager, RWC Partners


    Asian Bonds: Challenges, Opportunities & Solutions
    The world is still reeling in the aftermath of China’s yuan devaluation with market fears abound as all eyes are focused on the pending rise of US and global interest rates as well as China’s tough balancing act between growth and structural reforms.

    Out of this negativity and climate of fear, we view that investment opportunities could still present themselves in the Asian bond markets. Boon Peng discusses these opportunities and examines the benefits of investing in Asian Bonds as a distinct asset class as opposed to the broad Emerging Market bonds. He also covers how Eastspring Investments’ award-winning team captures opportunities in the Asian bond markets through their Asian bond fund solutions.

    Presenter:
    Boon Peng Ooi, CFA, Chief Investment Officer, Fixed Income, Eastspring Investments


    Alternative Solutions Within Fixe Income Investing
    Is there truth to the view that we can no longer get safe income from developed bond markets? Is there a need for investors to seek alternatives or something ‘different’? How should investors think about adding alternatives? Thomas Swaney, Head of Alternative Fixed Income (US) at Pioneer Investment discusses the evolution of fixed income, the lay of the alternative fixed income land and delves into key investor considerations in alternative fixed income investing.

    Presenters:
    Thomas Swaney, Senior Vice President, Head of Alternative Fixed Income, U.S., Pioneer Investments


    A New Tool for Investors to Combat Rising Rate Environment That Isn’t Your Typical Bank Loan – The High Yield Floating Rate Note
    Now more than ever, investors in the developed world are bracing themselves for the first rate hikes in many years as the US and the UK continue to chip away at unemployment and grow at decent rates. Government bond yields are likely to increase from their multi-decade lows which will create headwinds for nearly all fixed income assets.

    M&G will introduce a unique instrument, the high yield floating rate bond, which can overcome these headwinds and actually benefit from rate hikes. This isn’t your typical US senior loan; this is a different instrument – a plain vanilla floating rate note that is issued by high yield companies. While high yield floating rate notes and bank loans share many similarities, there are some key advantages to investing in floating rate notes, including more certain settlement times and the absence of LIBOR floors.

    The M&G Global Floating Rate High Yield Fund is managed by our established high yield fund managers who currently oversee USD9 billion of traditional, fixed rate high yield funds. Their expertise has been a key factor in the fund growing to USD800 million a year since its launch.

    Presenter:
    Jeik Sohn, Investment Director, M&G Investments


    Wealth Management Industry Trends – Opportunities and Challenges That Lie Ahead
    As we look ahead into the near future, what are the challenges and opportunities that wealth managers face? Join Steven Seow, Mercer, in this dialogue session.

  • How is inter-generational wealth transfer impacting the flow of AUMs into managed investment?
  • MFO/IFA & Private Banks – which is better placed to serve the needs of high networth individuals and families?
  • How can asset managers and private banks work better together?
  • Are robo advisers relevant to high networth individuals and families?
  • Client investment suitability is a key focus for regulators today: how is this impacting the funds advisory/discretionary business?
  • Presenters:
    Steven Seow, Head of Wealth Management, Asia Investments, Mercer

    Partners

    Eastspring-Investments M&G pioneerinvestments

    Inquiries

    For further information, please contact: [email protected]