Funds Selection Nexus 2023
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Agenda
| 08:30 | Registration and coffee |
| 09:00 – 09:15 | Welcome remarks |
| 09:15 – 10:00 | The future of fixed income – How is enthusiasm for bonds changing long-term portfolio allocation? Discussion points include: – With higher forecasted yields than in the past, how are bonds being utilised as a source of positive real income and a potential buffer against a downside risk in equities? – Are high-quality investment grade bonds just a short-term answer to high yield bonds or are we seeing a more structural shift in this direction? – With major indexes performing well but only a few stocks driving real returns, what implications does this have for incentivising active investing? Is it the right time to focus on active strategies? – What impact will the Fed and various banking crises have on Asia’s equity markets in the second half of the year? Speakers: Sabina ChiangHead, Managed Investments, Wealth Management, Hong Kong, Standard Chartered Bank  Zandrew LiuHead of Offering Management, North Asia, Deutsche Bank  Germaine ShareDirector of Manager Research, Asia, Morningstar  Jeffrey TamHead of Investment Fund Specialists, Hong Kong, Bank Julius Baer  Jacky TangHead of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth Management
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| 10:00 – 10:15 | Transition to breakout rooms |
| 10:15 – 12:30 |
Breakout sessions Workshop 1: Two ideas to capture returns – Flexible bond & global macro Inflation and rising interest rates are challenging traditional diversification methods, necessitating novel strategies for optimal returns. As such, balancing the investment portfolio with the flexibility to go where the best value lies across different asset classes can be helpful during uncertainty and volatility are the order of the day. In this session, Michael Dyer, multi asset and equities investment director and Pierre Chartres, fixed income investment director will explain how M&G Investments uses a flexible approach in global macro investing as well as fixed income investing strategies to pinpoint investment opportunities, manage risk and deliver attractive returns across a wide range of asset classes. Speakers: Pierre ChartresInvestment Director, Fixed Income, M&G Investments  Michael DyerInvestment Director, Multi Asset and Equities, M&G Investments Hosted by
Workshop 2: Rediscovering Japan – Short-term wins and long-term gains Japanese equities have been one of the top performers over the first half of 2023, gaining 22.69% in JPY basis as of June 2023 (TOPIX). Many investors have started to question whether they have missed their chance to participate in the market rally. However, there are several reasons Japan still has significant upside, especially relative to other developed markets. This session will explore Nomura Asset Management’s compelling insights on both the attractive short-term opportunities for Japanese equities and longer-term prospects created by continued improvements in corporate governance behaviour and shareholder returns, in particular catalysts for long-term investing in Japan. Speaker: Andrew McCaggSenior Client Portfolio Manager, Nomura Asset Management Hosted by
Workshop 3: Asia high yield – Renewed opportunities for the right credits Asia high yield offers much more than just Chinese property. And with relatively low default rates among corporates in the rest of the region, disciplined credit selectors can find attractive opportunities amid today’s market disruption via four key themes – the consumption-led recovery across Asia, the decarbonisation trend, extreme selectivity in Chinese property developers and companies with a strong liquidity backdrop. Accessing these requires active managers with investment processes that offer a differentiated way to use market dislocation to source alpha. Join PineBridge Investments’ Kelvin Heng, portfolio manager and credit analyst, and learn more about the right approach, strategy and positioning. Speaker: Kelvin HengPortfolio Manager & Credit Analyst, Fixed Income, PineBridge Investments Hosted by
 Workshop 4: Opportunities in life sciences innovation Historically, it is believed scientific breakthroughs have delivered the greatest returns in the life sciences. Today, Alger believes a deeper understanding of biology and better funding for biotechnologies are driving innovation and greater investment opportunities. This session will discuss the growing opportunity set across life sciences and explain why Alger believes there are significant market inefficiencies in life sciences R&D that can be exploited by highly trained, specialist investors. The importance of specific proof of concept stages of research when the scientific odds for transformative value become first evident will be discussed, as will current market valuations. Speakers: Keye S.K. ChowSenior Vice President, Director of Research & Senior Analyst, Alger  Stephen KingSenior Vice President & Head of APAC Business Development, Alger Hosted by
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| 12:30 – 12:40 | Networking break and transition |
| 12:40 – 13:10 |
From risk to reward – Navigating market volatility, emerging trends and geopolitical risks across APAC Discussion points include: – How has China’s consumption-led economic recovery unfolded, and what sectors are expected to benefit the most from increased domestic demand? – How significant is the geopolitical premium associated with investing in China, and what impact should it have on fund selection and overall investor sentiment? – What are the implications of US-China tensions for Southeast Asian emerging markets, and what is the outlook for economic rebound in the region? – Which industries and sectors in Southeast Asia show the most potential for investment, and how can wealth managers navigate market volatility, political instability and regulatory obstacles to safeguard investors’ interests? Speakers: Eva LeeManaging Director, Head Greater China Equities, UBS Global Wealth Management Chief Investment Office  Belle LiangChief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank  Grace TamChief Investment Advisor, Hong Kong, BNP Paribas Wealth Management
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| 13:10 | Networking lunch |
Speakers
Investment Director, Fixed Income, M&G Investments
Head, Managed Investments, Wealth Management, Hong Kong, Standard Chartered Bank
Senior Vice President, Director of Research & Senior Analyst, Alger
Investment Director, Multi Asset and Equities, M&G Investments
Portfolio Manager & Credit Analyst, Fixed Income, PineBridge Investments
Managing Director, Head Greater China Equities, UBS Global Wealth Management Chief Investment Office
Senior Vice President & Head of APAC Business Development, Alger
Chief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank
Head of Offering Management, North Asia, Deutsche Bank
Director of Manager Research, Asia, Morningstar
Senior Client Portfolio Manager, Nomura Asset Management
Chief Investment Advisor, Hong Kong, BNP Paribas Wealth Management
Head of Investment Fund Specialists, Hong Kong, Bank Julius Baer
Head of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth Management
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Chief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank
Belle joined Hang Seng Bank in 2011 as head of investment advisory. She took on her current role as chief investment officer of the wealth management business at Hang Seng in 2023. She is currently in charge of asset allocation strategy and investment product advisory and solutions for the bank’s high net worth clients as well as corporate clients. Prior to joining Hang Seng, she had accumulated years of experience in global markets and Hong Kong equities as a research analyst and equity strategist for various financial institutions.
Managing Director, Head Greater China Equities, UBS Global Wealth Management Chief Investment Office
Eva Lee is the head of Greater China equities at UBS Global Wealth Management Chief Investment Office in Hong Kong. She joined UBS in Sept 2011 and led a team covering the Hong Kong/China property research sector.
Eva built up and held up the top three positions in Asia real estate research in the Institutional Investors poll of 2016/17/18.
Eva has covered the HK/China property sector for the last 21 years at UBS, before that, at Macquarie, ING, Credit Suisse and HSBC. Eva is a member of Chartered Financial Analysts, American Institute of Certified Public Accountants and Hong Kong Certified Public Accountants.
Chief Investment Advisor, Hong Kong, BNP Paribas Wealth Management
Grace Tam is the chief investment advisor and managing director with the Chief Investment Office (CIO) Asia at BNP Paribas Wealth Management. She is a member of BNP Paribas Wealth Management’s global investment strategy committee and is responsible for formulating, formalising and communicating global asset allocation and investment strategies for Wealth Management in Asia.
Grace joined BNP Paribas Wealth Management from HSBC Global Asset Management where she was a senior market specialist. Before that, she was a director, portfolio solutions specialist with Credit Suisse Private Banking and spent over 10 years with J.P. Morgan Asset Management with her last position as executive director, global market strategist.
Grace holds both a bachelor’s and master’s degrees in economics and is a chartered financial analyst.
Head of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth Management
Jacky is head of the portfolio management group, head of the portfolio advisory group, and head of the investment strategy group for Goldman Sachs Private Wealth Management in Asia Pacific. He is responsible for centralised discretionary portfolio management for ultra high net worth and institutional clients across Asia Pacific. Jacky is also responsible for advising clients on strategic asset allocation and tactical investment strategies. He joined Goldman Sachs as an executive director in 2012 and was named managing director in 2019.
Jacky has served as an adjunct professor for the University of Hong Kong Faculty of Business and Economics and has led a number of workshops in behavioural finance, sustainable finance, financial markets, asset allocation and portfolio management.
Jacky earned a PhD in economics from the Shanghai University of Finance and Economics and a master’s degree from the University of Cambridge.
Head of Investment Fund Specialists, Hong Kong, Bank Julius Baer
Jeffrey Tam is head investment fund specialists, Hong Kong at Bank Julius Baer. Based in Hong Kong, he is responsible for funds advisory for the clients in Asia, covering both traditional and alternative investments.
Prior to joining Bank Julius Baer in 2018, Jeffrey was a funds specialist at Deutsche Bank Wealth Management for three years. He was responsible for the bank’s traditional and alternative fund offerings with specialisation in hedge funds. He started his career in finance at Citi Private Bank, where he was a portfolio advisor, managing clients’ investment portfolios.
Jeffrey holds a Bachelor of Science degree in actuarial science from the London School of Economics.
Head, Managed Investments, Wealth Management, Hong Kong, Standard Chartered Bank
Sabina Chiang is the head of managed investments, wealth management, Hong Kong at Standard Chartered Bank. She oversees the managed investments business across the bank’s consumer, private and business banking segments.
Sabina’s wealth of experience in the financial industry spans across wealth management, private banking as well as corporate and investment banking. With over 15 years of experience in private banking and managed investments, she has held various positions in banks including Bank Julius Baer, BNP Paribas and Lombard Odier.
Sabina holds a Bachelor of Commerce in finance from the Haskayne School of Business, University of Calgary in Canada.
Head of Offering Management, North Asia, Deutsche Bank Wealth Management
Zandrew Liu is the head of North Asia, offering management team. In his role, he identifies solutions which best express Deutsche Bank Wealth Management’s CIO views, implemented through managed solutions such as funds, ETFs, and mandates as well as structured solutions.
Before joining Deutsche Bank in 2019, he was with Investec Asset Management, currently Ninety One, in their private bank distribution team and APAC product development with HSBC Asset Management prior to that.
Zandrew has been in the wealth and asset management industry for nearly 20 years, spanning from Montreal to Hong Kong.
Senior Vice President, Director of Research & Senior Analyst, Alger
Keye Chow is a senior vice president, director of research and senior analyst covering the healthcare sector. He joined Alger in 2021 and has 19 years of investment experience.
Before joining Alger, he was a senior equity analyst and sector portfolio manager at Invesco, where he led fundamental research and stock selection across health care services, medical technology and biopharmaceutical companies. Prior to that, Keye was an equity analyst covering health care and technology at several investment managers, including Millennium, Credit Suisse, Ivory Capital Management and Palmyra Capital Advisors. He also gained experience in the technology industry during his time in business development and corporate development roles for Documentum and RSA Security, respectively.
Keye earned a B.A. in English and an M.S. in industrial engineering at Stanford University. He also earned an M.B.A. from Harvard Business School.
Senior Vice President & Head of APAC Business Development, Alger
Stephen King is a senior vice president and head of APAC business development. He joined Alger in 2023 and has 23 years of financial services experience. Stephen is based in Singapore and is responsible for the business development and distribution efforts of Alger’s products within the Asia-Pacific region.
Prior to joining Alger, Stephen served as the head of institutional sales APAC at Fiera Capital, where he led business development and managed key client accounts within the APAC institutional markets. Prior to that, he worked in EMEA institutional sales at Fiera Capital where he focused on expanding sales and services to institutional clients. Stephen also held various leadership positions in institutional sales at the Rohatyn Group in both Singapore and London. Stephen earned a B.A. with honours from Bristol Business School at the University of West England.
Senior Client Portfolio Manager, Nomura Asset Management
Andrew McCagg is senior client portfolio manager for Japanese equities at Nomura Asset Management UK. Ltd. in London. He joined Nomura Asset Management Co Ltd in Tokyo in 2008 after graduating from International Christian University with a bachelor’s degree in Linguistics.
He initially worked as an assistant portfolio manager in the advisory fund management department and moved to the Japanese equities team in 2011. He was a portfolio manager on the Japan Value team for eight years before assuming his current role as CPM.
Portfolio Manager & Credit Analyst, Fixed Income, PineBridge Investments
Kelvin Heng joined PineBridge Investments in 2016 and is a portfolio manager and credit analyst. He is responsible for evaluating emerging market corporate bonds for all Asia and emerging market portfolios.
Previously, Kelvin worked in the Asia credit research team at Bank of America Merrill Lynch in Hong Kong, covering a mix of high yield and investment grade credits across China, India and Southeast Asia. Prior to that, he worked at Barclays in London on the European credit research team, covering European high yield and investment grade credits in the retail, consumer and services sectors. Kevlin received a Bachelor of Commerce in finance from the University of British Columbia. He is also a CFA charterholder.
Investment Director, Fixed Income, M&G Investments
Pierre is an investment director in the fixed income team. His role involves explaining the investment philosophy, process and performance of M&G’s fixed income fund range, as well as providing updates on overall financial market performance, investment trends and the economic outlook.
Before joining M&G in 2013, Pierre worked at BNY Mellon Asset Management for seven years, most recently as a portfolio strategist designing, developing and managing multi-asset investment solutions. Prior to that, he spent two and a half years at Natixis Asset Management in Paris.
He has a masters-level degree in business and finance from ESSCA Business School, Angers, France and is a CFA charterholder.
Investment Director, Multi Asset and Equities, M&G Investments
Michael Dyer is an investment director covering multi-asset and equity investments, based in Hong Kong. Michael joined M&G in 2019. Prior to joining M&G, Michael worked at Neuberger Berman in Hong Kong, as a client portfolio manager for multi-asset, liquid alternative and equity investments and Morgan Stanley Investment Management, in London, in multi-alternative and hedge fund portfolio solutions. Overall, Michael brings over 21 years of experience working in the investment management industry.
Michael graduated from University of Leeds and holds the chartered financial analyst (CFA) and chartered alternative investment analyst (CAIA) designations.
