Registration and Refreshments

Welcome and Chairman’s opening remarks

Chairman:
Naomi Denning, Towers Watson, Managing Director Investment, Asia Pacific

Keynote Speech. Trends and developments in the fund and wealth management industry in Hong Kong

• Implementing a system focused on enhanced risk management and investor protection
• Education in financial planning: Achievements and challenges.
• Lessons learned from the global financial crisis: the value of portfolio diversification and asset allocation
• How to encourage investors to invest for the longer term
• Analysing the trends to open architecture and fund management delegation
• Impact of the MPF system on the development of the fund industry

Desmond Ng, Chairman, Hong Kong Investment Funds Association

Exchange Traded Funds in asset allocation

• Product innovation
• Exchange traded funds in the core and satellite part of portfolios
• How to select the right ETF. What are the key factors?

Marco Montanari, Head of db x-trackers ETFs –Asia, Deutsche Bank

Panel Session. Investment solutions in the new world order

• Asia’s role in reshaping the post-crisis global economy. Emerging markets allocations in clients’ portfolios
• The increased importance of risk management. How to use efficiently investors’ risk budget
• Meeting client demand for liquid and transparent investment solutions
• How to achieve consistent and sustainable risk adjusted returns over time
• What will be the expected major sources of return in clients’ portfolios?
• Selecting and monitoring third-party funds and managers
• Advice-based approach versus product push approach
• How to optimise and rebalance a pension portfolio at each stage of the individual’s life cycle
• Building effective liability driven investment solutions
• How to structure investment linked products with adequate protection
• Adding value through active management and ETFs on the rise in portfolio management
• The impact of the MPF system on the pension industry in HK. Growth potential and challenges

Moderator:
Andrew Wood, Contributing Editor, PWM

Panelists:
Darren McShane, Executive Director, Investment Regulation, Mandatory Provident Fund Schemes Authority

Leon Goldfeld, Chief Investment Officer, HSBC Global Asset Management (Hong Kong)

Trends and Observations in Alternative Investing today

• Key trends in global private equity
• Key trends in the hedge fund space globally
• Areas of focus in HF and PE for general partners
• Impact of 2008 and 2009 on asset management and alternative investing
• Key areas for consideration for alternative investors

Tuan Lam, Managing Director, Alternative Investments and Manager Selection (AIMS) Group, Goldman Sachs Asset Management

Panel Session. Designing an efficient asset allocation in open architecture

• Understanding and reviewing clients’ needs and risk profile. Translating advice into products
• Keeping clients up to date about investment opportunities and potential issues
• Meeting investors’ increased demand for transparency and access to key financial information
• Monitoring product suitability in investors’ portfolios
• Pros and cons of a guided versus an open architecture. Analysing the costs of training and marketing
• Filling gaps in product offering. Sub-advisory versus feeder funds
• Implementing a holistic approach to wealth management
• Portfolio optimisation and analysis techniques
• Latest asset allocation techniques
• Blending passive and active approaches
• Alternatives as diversifiers in investors’ portfolios

Moderator:
Andrew Wood, Contributing Editor, PWM

Panelists:
Stephen Corry, Chief Investment Officer, Merrill Lynch Wealth Management's Asia Pacific

Anurag Mahesh, Head of Global Investment Solutions, Deutsche Bank PWM

Chairman’s closing remarks

Buffet Lunch and networking opportunity