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.

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

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

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