Investment Advisory Summit Singapore 2012

Investment Advisory Summit, Singapore 2012

Date:
May 29, 2012
Time:
9:00am – 5:00pm
Venue:
The Fullerton, Singapore

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Overview

Asian Private Banker’s 3rd annual Investment Advisory Summit in Singapore took place at the Fullerton Hotel on Tuesday May 29th. This year’s Singapore IAS revolved around the themes of SRI or, socially responsible investing. Durreen Shahnaz, Founder and Chairwoman of Impact Investment Exchange delivered a keynote speech focusing on private banks and their relationships with the impact investment scene.

Gallery

Agenda

8:30am – 8:55am Registration and Coffee
8:55am – 9:00am Welcome and opening comments
Andrew Shale
Publisher
Asian Private Banker
9:00am – 9:45am Session 1 | Keynote address

Durreen Shahnaz
Founder and Chairwoman, Impact Investment Exchange
Founder and Managing Director, Impact Investment Shujog
Adjunct Associate Professor at the Lee Kuan Yew School of Public Policy
Social Entrepreneur in Residence for INSEAD’s Social Entrepreneurship Catalyst Program

9:45 – 10:20am Session 2 | Tail-Risk: Hunting down the Black Swan
The stock market rally at the beginning of 2012 was solid evidence of a return in investor confidence. However, the global picture remains gloomy and the risk of sudden black swan events remains intact. What is happening below the surface that could impact our portfolios? Are we insured against such events or will it be only due to painful hindsight experience that we research appropriate insurance strategies? Tail risk hedging is becoming popular but has a cost. What innovative solutions are available to investors and should this become an integral part of the asset allocation process?

Daniel Ghirardi
Chief Executive Officer
SYZ & CO

10:20 – 10:45am Coffee break
10:45 – 11:30am Session 3 | Private Banking in Singapore – the challenges of taking it to the next level
Singapore is commonly regarded as a leading private banking hub for Asia and benefits from having a developed and well regulated financial industry as well as a geographical advantage with respect to India and the South East Asian region.

Is this however sufficient to see Singapore maintain its lead into the future as the Asian private banking industry deepens both in terms of revenue and regulation?

Han Ming Ho
Partner, Head of Funds Practice – Singapore
Clifford Chance

11:20 – 12:00pm Session 4 | Spotting Growth Opportunities in all Environments – a focus on the second derivative

Regardless of overall market direction or current economic environment, there will always be companies and industries that have the potential to accelerate their future rate of growth. Focusing on prospective acceleration rather than absolute growth allows investors to look at an opportunity set that may not be clearly visible using more traditional rudimentary growth screens. Simply stated, this unique definition of growth, looking at the second derivative or the rate of change, allows investors to spot potential growth early and find opportunities that others miss. In addition, focusing on the change in the growth rate often identifies deteriorating fundamentals before the market discounts the offending companies, potentially providing powerful defensive properties.

Scott Dynan
Portfolio Specialist
Neuberger Berman

12:00 – 12:40pm Session 5 | Are ETFs compatible investment instruments for private wealth management?

While ETFs continue to gain popularity among investors globally, the use of ETFs by private banks has been inconsistent. The low margin nature of ETFs has often been cited as a particular deterrent for more extensive use. The objective of this panel discussion is to take a more comprehensive look at how ETFs fit or don’t fit with private wealth management. We wish to examine this from different angles, including legal, risk, benefits and profitability. We also hope to dispel some myths and misunderstandings surrounding these products along the way to help private bankers and wealth managers to arrive at their own conclusions.

Chair:
Joseph Ho
Head of Exchange Traded Funds, Asia Pacific
Credit Suisse Asset Management

Panel:
John Ng
Managing Director, Head of Research and
Head of Product Marketing
Bank of Singapore

Wayne Crispe
Head of Insurance and Investments,
Asia Pacific, Wealth Management/Private Banking
ANZ Banking Group, Singapore

Matthias Feldmann
Partner, Funds and Investment
Management, Hong Kong
Clifford Chance

12:40 – 2:00pm Luncheon
2:00 – 2:40pm Session 6 | The yield to come
2011 prompted a definitive return to fixed income with investors showing a preference for high yield bonds. But do these bonds share the same risk profile as other fixed income products or is there a need to examine the specific risks associated with high yield bonds? Do investors understand these risks and are they sufficiently compensated for assuming them? Which strategies have proved to be most successful in the current market environment? How big should you bite – What is the ideal investment size for these instruments?

Chair:
Daniel Ghirardi
Chief Executive Officer
SYZ & CO

Panel:
Manpreet Gill
Head of FICC Investment Strategy
Standard Chartered Bank

Christian Senn
Head of Investment Consulting – Singapore
Credit Suisse

Marc Lansonneur
Regional Head of Investment Teams and Market Solutions, Asia Pacific
Societe Generale Private Banking

2:40 – 3:20pm Session 7Presentation
Google’s recent investment into clean energy has put the spotlight on the growing penchant for investments in this space and highlights the extent to which similar drivers exist to make a compelling case for Renewable Energy infrastructure investments in SE Asia.
3:20 – 3:30pm Round up
Andrew Shale
3:30 – 4:30pm Coffee and Cocktail Reception
5:00pm Close

Advisory Council

Simon Grose-Hodge
Managing Director, Head of Investment Advisory, Singapore
LGT Bank

Wayne Crispe
Head of Insurance and Investments, Asia Pacific
Retail Banking and Wealth Management/Private Banking
ANZ Banking Group, Singapore

Marc Lansonneur
Regional Head of Investment Teams and Market Solutions
Asia Pacific, Societe Generale Private Banking

Gary Lin
Head of Alternative Investments – Southeast Asia
J.P. Morgan Private Bank

John Ng
Managing Director, Head of Research and Head of Product Marketing
Bank of Singapore

Eleonore Dachicourt
Director, Head of Sales and Advisory
Global Funds Solutions, Asia Pacific
Deutsche Bank Private Wealth Management

Rishabh Saksena
Managing Director, Head, Capital Markets & Insurance
Global Investment Solutions, Asia Pacific Region
Merrill Lynch Wealth Management

Christian Senn
Head of Investment Consulting – Singapore
Credit Suisse

Manpreet Gill
Head of FICC Investment Strategy
Standard Chartered Bank

Ron Lee
Managing Director, Head of Investment Advisory, Private Banking, Asia
Union Bancaire Privee

Partners

syz-asset-management-logo Clifford Chance Credit_Suisse_Logo Neuberger Berman-with chineseArmstrong_asset_management_logo Matthews-Asia-logo

Inquiries

For further information, please contact: sonia.lam@asianprivatebanker.com