Investment Advisory Summit Singapore 2013

Investment Advisory Summit, Singapore 2013

May 29, 2013
9:00am – 4:30pm
The Fullerton, Singapore

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    The 4th annual Asian Private Banker Investment Advisory Summit will be bringing together the investment advisory and product selection communities in Hong Kong and Singapore. Designed to focus on and address the most pressing issues facing Asia’s product gatekeepers, the Summit will attract CEOs and CIOs of asset management houses, hedge fund managers, structured product specialists, ETF providers, and legal professionals. Asian Private Banker can provide attendance certificates for Continuous Professional Training (CPT) points.



    8:30am – 9:00am Registration and Coffee
    9:00am – 9:05am Welcome and opening comments
    9:05am – 9:40am Session 1 | Private Wealth for the Common Wealth: Creating Fair Shares Prosperity

    Chandran Nair
    Founder and CEO, Global Institute For Tomorrow

    9:40am – 10:20am Session 2 | Opportunities for Asian investors
    In treacherous mountain passes and unchartered territory, the navigator must proceed with care. Having a ‘blind spot’ can be lethal. As market sentiment selectively improves, we review opportunities and challenges for investors across a range of asset classes, products and structures. We explore how the professionals covering this growing sector can adjust to the market, regulatory and demographic transformations.

    Bernard Wai
    Head of Private Investor Product Sales Asia
    Citi Markets

    Todd Elmer
    Head of G10 FX Strategy
    Citigroup Singapore

    10:20am – 10:50am Coffee break
    10:50am – 11:30am Session 3 | Regulatory headwinds for private banking: Which way are they blowing?
    Management responsibility, open communication, and transforming culture: Hong Kong, Singapore and regional perspectives on these regulatory preoccupations and how these preoccupations are changing regulators’ behaviour, and how to manage the risks.

    Nish Shetty
    Partner and Head of International Arbitration and Dispute Resolution
    Southeast Asia, Clifford Chance

    11:30am – 12:10pm Session 4 | Buy Hard
    We look at dispelling the myth surrounding Europe and Japan and take a closer look into some of the attractive value propositions these places offer to investors. For some time now, investors have been rightly afraid to invest in any of these two places for various reasons. Europe, for example, has been penalised by its worsening political situation. But below the headline risks, a lot of great companies are continuing to generate steady profits, thanks to their diversification of businesses and broader client coverage. Finding those pearls has been very rewarding recently and we believe it is a good time to go fishing for more. In Japan the situation is different but with a new government in place and a central bank looking to boost growth, this theme may be an excellent investment opportunity. And it may be the right one this time!

    Daniel Ghirardi
    Chief Executive Officer,
    SYZ Asset Management

    Eleonore Dachicourt
    Director, Head of Portfolio Solutions
    Singapore, Deutsche Asset & Wealth Management

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

    Garth Bregman
    Regional Head of Discretionary Portfolio
    Management, Asia, BNP Paribas Wealth Management

    12:10pm – 12:50pm Session 5 | Building global Private Banking models to prepare for the elimination of inducements.

    As regulators globally begin to focus on inducements, the business model of private banks and asset managers is set to undergo fundamental change. While the full impact of the changes is unclear, it is likely that inducements in their current form will no longer exist. In Europe, where advice or discretionary portfolio management is on an ‘independent’ basis, the acceptance of fees, commissions or nonmonetary benefits will be prohibited under MiFiD II Level 1. In addition, individual European countries have been given the freedom to take these eliminations further with the UK and Netherlands choosing to do so.

    This has far reaching implications for private banks in Asia. Andrew will share examples of regulatory change in the US, India and UK, as well as examine the impact of this on the industry as a whole and on Asia in particular. In this light he will discuss the opportunities and challenges private banks in Asia have to build more sustainable business.

    Andrew Hendry
    Managing Director, Asia
    M&G Investments

    12:50pm – 2:15pm Luncheon
    2:15pm – 3:15pm Session 6 | Coffee Break/Breakout sessions
    a. Long-term savings – Case studies on delivering solutions (Citi markets)
    Investment professionals are facing a significant challenge. Balancing the financial demands of an ageing population who demands increasingly expensive medical and retirement care alongside turbulent, low-yielding markets is a hard task. Trying to do this whilst jumping over regulatory hurdles is even more challenging. Here, Citi discusses some groundbreaking case studies of delivering long-term saving solutions to Asian investors.

    Shu Weng Lee
    Head of South East Asia Private Investor
    Product Sales, Citi Markets

    b. Partners in growth: Wealth management in the Asian era
    Asia’s wealth management landscape continues to evolve, presenting both promise and pitfalls for wealth managers and clients alike. Far be it a retelling of Switzerland’s own story, Asia’s wealth management industry today must grapple with rising costs of an ever-stretched – and in-demand – talent pool, increasing regulatory stringency, client apathy for structured products, and a continued hesitancy to pay for advice. At the same time, external asset managers, commonplace in Switzerland, sense an opportunity to reinforce the wealth manager-investor partnership left damaged by the Financial Crisis.

    Vincent Magnenat
    Chief Executive Officer, Singapore
    Lombard Odier

    c. Hedge Fund investments – reconnecting wary investors
    Post 2008, Hedge Fund investing has faced a plethora of challenges. Fraud cases, a lack of liquidity and transparency, have driven private clients away from this asset class. However, when investors positioned themselves for both growth and volatilities across different asset classes, HF investment remains as one of the key consideration in their portfolio. How should private banks go about capturing client interests while avoiding the pitfalls? In this session, Lyxor discusses how to reconnect Hedge Fund investments with Asian private bankers and investors.

    Jessie Zhang
    Head of Business Development
    Greater China and South East Asia, Lyxor Asset Management

    3:15pm – 4:15pm High Tea and networking session
    4:30pm Close

    Advisory Council

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

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

    Garth Bregman
    Regional Head of Discretionary Portfolio Management, Asia
    BNP Paribas Wealth Management

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

    Ron Lee
    Head of Advisory
    Union Bancaire Privee

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

    Eleonore Dachicourt
    Director, Head of Portfolio Solutions, Singapore
    Deutsche Asset & Wealth Management

    Eric Goh
    Head of Investors for Southeast Asia
    J.P. Morgan Private Bank

    Christian Senn
    Head of Investment Consulting – Singapore
    Credit Suisse Private Banking

    Mario Becker
    Senior Director – Head of Investment Advisory Southeast Asia
    Standard Chartered Private Bank


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    For further information, please contact: [email protected]