Asian Private Banker’s 3rd annual High Conviction: 2020 Investment Ideas & Themes will bring together the most senior gathering of Asia-based gatekeepers from global and regional private banks in Asia to explore the macro-economic situation and upcoming investment ideas and product strategies for 2020.
This half day event is perfectly timed to allow you to close off 2019 and look ahead to 2020 with a high-level look at the outlook and appropriate product solutions amongst a leading group of peers in a closed-door environment.
|8:30am – 9:00am||Registration and Breakfast|
|9:00am – 9:10am||Welcome Address|
|9:15am – 9:55am||
Leaders Conversation Panel 1 | A challenging 2019: Positioning Asian client portfolios for 2020
It has been a turbulent 2019 for global investors, with Sino-US trade relations continuing to cause uncertainty in global markets, an increasingly fractured European economy, and political and socio-economic unrest across both emerging and mature markets. The flight to cash at the end of last year and missed opportunities from 1Q19 rebound is just one of many examples of challenges facing clients seeking consistent returns across their portfolios. How are private banks advising clients to mitigate risk and maximise returns for the coming year? Where are the opportunities and challenges ahead, at both a geographical and product level? Will macro-economic uncertainties lead to more risk-off?
|10:00am – 10:30am||
Presentation: China’s “New Economy” Drivers: The Opportunities in Small and Innovative Chinese Companies
China now contributes more to global economic GDP growth than the United States, Europe, and Japan combined. As China’s equity markets continue to evolve over time, investors have new ways to access the Chinese growth story. One of the best ways to capitalise on China’s “New Economy” drivers – including consumption, services, innovation, technology, and healthcare-related companies – is through small-cap investing. Entrepreneurial spirit, business competitiveness, and an innovative mindset are driving the growth of China’s small-cap firms. These themes are also reflected in China’s latest bold financial market reform – the Science and Technology Innovation (STAR) Board.
Join us at our Matthews Asia workshop where portfolio manager Tiffany Hsiao, CFA, will share her insights on the investment opportunities within Chinese Small Companies and the potential of China’s STAR Board.
Presenter: Tiffany Hsiao, CFA, Portfolio Manager, Matthews Asia
|10:35am – 11:05am||
Panel Discussion: Succession Planning
Asia’s tremendous economic growth during the past few decades has produced a significant increase in the number of high net worth individuals (HNWIs) across the region. With many of these HNWIs now advancing in age, one of the most complex and critical issues they face is succession planning. What factors should HNWIs and their families consider when preparing for succession planning of family wealth and businesses? How should they engage professionals to ensure that effective succession plans are in place? Is there a broad consensus on what best-practice succession planning looks like? What is the role of life insurance in succession planning?When is the ‘right’ time to plan for succession? What are the challenges wealth planners face in the region, and what opportunities remain overlooked or have yet to be fully realised?
|11:05am – 11:25am||Networking Coffee|
|11:30am – 12:00pm||
Presentation: Smart Food – From Innovation to Transformation
Robotics, big data, artificial intelligence, and machine learning. The internet of things. The rise of innovative technology is revolutionising the processes and outputs of the food industry by increasing sustainability, traceability, and quality.
Backed by the wave of technological disruption together with supportive environmental policies and changing consumer patterns, the food industry is transforming swiftly. Discerning, health-conscious consumers who are attuned to sustainability are keen purchasers of natural, organic, sustainably produced foods and alternative packaging. Their influence is driving companies to innovate and firms with a technological edge are likely to enjoy better pricing power.
With these positive trends, coupled with the need to tackle pressing challenges, such as massive food waste and an expected booming global population that needs to be fed, come vibrant developments and opportunities to invest throughout the food value chain. These business solutions cut across the value chain of growers and processors, machinery and equipment, logistics and infrastructure, as well as food safety and distribution.
These businesses are also well diversified across areas from sustainable food supply to resource efficiency and nutritious content. Examples include the production of plant-based meats and recycled packaging, managing food waste, reducing CO2, and improving water management for agricultural productivity.
With all that in mind, isn’t it time to take a bite out of the investment opportunities in the food industry’s transformation?
Presenter: David Li, CPA, CFA, Senior Portfolio Manager, Director, Impax Asset Management
|12:05pm – 12:35pm||
Presentation: Partnering in Uncertain Times – Generating Value Together
Uncertainty arising from geopolitical events (Brexit, Trade war, etc), macro-economic environment (plunging interest rates, stagnant growth, etc) and mixed signals from the central bankers can impact client investment objectives and decisions adversely. Questions such as, “Is S&P toppish and should I seek protection?”, “What should a model portfolio look like?”, “How can I access alternative assets and generate de-correlated returns?”, abound with no clear consensus among the markets experts.
The right partnerships can help navigate through the rough times we all anticipate in future
Presenter: Guillaume Calvino, Head of Financial Engineering, Equity Derivatives, Asia Pacific, Natixis Investment Banking
|12:40pm – 1:20pm||
Leaders Conversation Panel 2: Bonds vs. Equities vs. Alternatives – Asia’s returns versus global benchmarks
With lower for longer rates, what kind of products should investors be buying in 2020 given the current global economic outlook? Should there be more focus on fixed income products? Which ones? In the equity arena, if investors have previously been under-exposed, how should they take on more exposure? Do thematic strategies still resonate and if so, should these still be broad based or are niche offerings the way forward? And in the alternatives space, is the strong demand for private equity and real estate likely to spill over into next year and if so, how can banks harness that demand?
|1:20pm – 2:30pm||Networking Champagne Luncheon|