Investment Advisory Summit Hong Kong 2013

Date: Tuesday May 14, 2013
Time: 9:00am – 5:30pm
Venue: The Conrad Hotel, Hong Kong
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.


Mark Steward
Executive Director, Enforcement Division
Securities and Futures Commission


Citigroup Global Markets:
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 transformation.

Clifford Chance:
Regulatory headwinds for private banking: Which way is it blowing?
How is the host of new local and international regulations going to affect private banks? Clifford Chance will examine recent private banking cases of mis-selling in Hong Kong and Singapore and examine how court decisions will impact both the private banks and its clients.

M&G Investments:
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. M&G Investments will examine how these changes across the world will affect Asia’s private banking industry and the imperative for a more sustainable business model.


SYZ Asset Management:
Buy Hard (panel discussion)
For some time, investors have been rightly afraid of investing in Europe and Japan. SYZ Asset Management leads a discussion on myths surrounding investing in these two regions and looks beyond the headline risks for the proverbial needle in the haystack.

Breakout Session Roundtables

a. Long-term Savings – Case Studies in Delivering Solutions (Citi Markets)
b. Partners in growth: Wealth management in the Asian Era
c. Hedge Fund investments – reconnecting wary investors (Lyxor Asset Management)

Lead sponsor Lead legal sponsor
Gold sponsor