Registration and Refreshments

Welcome and Chairman’s opening remarks

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

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

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
• Meeting clients’ need for transparency and liquidity
• Focussing on investment solutions rather than products. Dealing with investors’ interest for “new” products
• The increased importance of risk management. How to use efficiently investors’ risk budget
• How to achieve consistent and sustainable risk-adjusted returns over time
• Selecting and monitoring third-party funds and managers
• 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
• Managing assets taking advantage of market volatility
• Advice-based approach versus product push approach
• Adding value through active management and use of ETFs

Manpreet Gill, Asia Strategist, Barclays Wealth

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
• Filling gaps in product offering. Fund management delegation versus open architecture
• Portfolio optimisation and analysis techniques
• Blending passive and active approaches
• Alternatives as diversifiers in investors’ portfolios
• Implementing a holistic approach to wealth management

Chairman’s closing remarks

Buffet Lunch and networking opportunity