Investment Advisory Summit, Singapore 2011
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|8:00am – 8:55am||Registration and Coffee|
|8:55am – 9:00am||Welcome and opening comments
Asian Private Banker
|9:00am – 9:45am||Session 1 | Opening keynote address
Professor Claudia Zeisberger
Everything you always wanted to know about risk, but never dared to ask. The world now understands Black Swans to be defined as infrequent events that cannot be predicted in advance, that are of extreme consequence and are easily explained with hindsight.
However, can the adverse consequences of an unforeseen Black Swan be minimized by the use of risk reduction, risk transfer and the 5-R design strategies of Resilience, Robustness, Redundancy, Regulation and Response?
Professor Claudia Zeisberger examines why the best investment and business deals of the past two centuries were made during distressed market environments that resulted from Black or Grey Swans and how Black and Grey Swans can either devastate your portfolio or business if caught unaware, or present an opportunity to leapfrog the competition if prepared.
|9:45am – 10:15am||Session 2 | Investing after the financial crisis: Improving risk management and asset allocation
The financial crisis brought about many challenges for investors as traditional investment approaches delivered poor results in the face of market volatility. We reexamine two foundations of modern portfolio management theory – risk management and asset allocation. How can we improve risk management? How can we make portfolio asset allocation more robust?
Dr. Harold Y Kim
|10:20am – 10:45am||Coffee break|
|10:15am – 10:40am||Coffee Break|
|10:40am – 11:15am||Session 3 | Private banking in Asia following the global financial crisis: the regulatory response to cross-border private banking targeting emerging Asian wealth
The private banking industry is rapidly increasing headcount and other resources in Asia to target the emerging wealth in the region. The aftermath of the financial crisis has accelerated this process given stronger growth and availability of capital in Asia. Many private banks are using Singapore as a hub to service clients based in surrounding countries such as China, India and Indonesia. But there are regulatory headwinds coming from Europe and the US as well as local issues. We shall look to provide a weather report and route map for this rapidly changing regulatory environment.
|11:15am – 11:50pm||Session 3 | China as an asset class
Chinese institutions and securities markets are continuing to rapidly evolve as China assumes an increasingly important role in the global economy. Robert Horrocks, PhD, will explore the diversity of China’s investment landscape, based on the fundamental premise that the world’s most populous country should be treated as an asset class in its own right.
When investing in China for the long term—strategy matters. Investors should not simply seek a “China Fund” but rather, ask: “How should I invest in China? What sorts of strategies make sense for my risk and return profile?”
In this presentation, Dr. Horrocks will discuss the factors that make for differentiated, long-term investment performance in China’s equity markets as well as those that enable the formation of distinct strategies that will appeal to different investor classes.
Dr. Robert Horrocks
|11:50am – 12:35pm||Session 4 | The Role of Private Banks: Wealth Manager or Broker?
The investment and advisory landscape has undergone significant changes in recent years, particularly in Asia. The traditional European model of private banks as long-term wealth managers has been replaced in Asia to some extent by a brokerage-oriented model focused on trading activity. Is this a fair assessment of the current private bank market in Asia? Have we become too focused on short-term trading activity? How do we reorient the focus of private banks back towards long-term wealth management?
|12:35pm – 1:50pm||Luncheon|
|1:50pm – 2:40pm||Session 5 | ETFs – Providing value for Wealth Managers
Investors have a choice between active funds and passive exposure via ETF, but why trade ETFs? Nizam Hamid explores the intricacies and optimum methods of trading ETFs, shedding light on some of the common problems heads of private banking advisory face when using these instruments.
|2:30pm – 3:20pm||Session 6 | Alternative Investments Panel: Funds of Hedge Funds: Dinosaurs or phoenix?
In the aftermath of the financial crises, the fund of hedge funds industry suffered significant redemption. Indeed, its very business model has been struggling. Can the industry revive and if so, what will it take to breathe new life into the model? Has investor appetite for hedge funds changed forever? How is the industry responding to these changes? Finally, are fund of hedge funds viewed as a commodity or do they still add value?
Ho Han Ming
|3:20pm – 3:50pm||Coffee Break|
|3:50pm – 4:40pm||Session 7 | Presentation|
Blinded by the RMB spotlight? Why private clients may miss a wider Asia Fixed Income opportunity With the CNH bond market hitting the headlines in Hong Kong, the investment searchlight has firmly focused on the internationalization of the RMB and Singapore as the next potential RMB hub. However, while all eyes are trained on the fortunes of China’s currency, many may be missing a bigger Asia fixed income story and the returns that are currently generated through other Asian currencies, credits and interest rate opportunities.
This presentation will examine why Asia fixed income as an asset class is still under-researched and under-utilised in investors’ portfolios. Although an important trend, the RMB story risks distracting investors and for this reason, combined with a lack of reliable, on-the-ground credit research in Asia, many may be missing compelling moneymaking opportunities in Asian rates and credit, particularly in the high yield arena. In addition, Singapore could be a logical place for China to consider as part of its plans to internationalize its currency given Singaporean investors’ eagerness to tap into the RMB appreciation story.
Cheng Duan Pang
|4:40pm – 4:45pm||Round-up
|5:00pm||Official Cocktail Reception|
Managing Director, Head of Global Investment Solutions, Asia Pacific
Deutsche Private Wealth Management
Managing Director, Head of Investment Advisory, LGT Bank
Head of Insurance and Investments, Asia Pacific
Retail Banking and Wealth Management/Private Banking
ANZ Banking Group Singapore
Regional Head of Investment Teams and Market Solutions, Asia Pacific
Societe Generale Private Banking
Head Traditional Managed Investments, Due Diligence, Asia
Head of Portfolio Management, Singapore, Global Investment Services
RBS Coutts Bank
Head of Alternative Investments – Southeast Asia
J.P. Morgan Private Bank
Managing Director, Head of Research and Head of Product Marketing
Bank of Singapore
Director, Head of Sales and Advisory, Global Funds Solutions
Asia Pacific, Deutsche Private Wealth Management
Managing Director, Head, Capital Markets & Insurance
Global Investment Solutions, Asia Pacific Region
Merrill Lynch Wealth Management
Director, Head of Advisory, Coverage and Sales – Singapore
Credit Suisse Private Banking
Senior Director – Head of Investment Advisory Southeast Asia
Standard Chartered Private Bank
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