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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