Registration and Refreshments

Welcome and Chairman’s opening remarks

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

• The growth of offshore funds. Advancements of regulation
• Effects of structured products ban on mutual funds and insurance products
• Analysing the trends to open architecture and fund management delegation
• Implementing a system focused on enhanced risk management and investor protection
• Effects of New Labour Pension System on assets growth

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 and emerging markets allocations in clients’ portfolios
• Focussing on investment solutions rather than products. Dealing with investors’ interest for “new” products
• Advice-based approach versus product push approach
• Meeting clients’ need for transparency and liquidity
• 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
• How to structure investment linked products with adequate protection
• Building effective Liability Driven Investment Solutions
• Adding value through active management and using ETFs to gain quick and cheap exposure to markets

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 and implementing an efficient asset allocation

• 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
• Implementing a holistic approach to wealth management
• Portfolio optimisation and analysis techniques
• Blending passive and active approaches

Moderator:
Financial Times Group

Chairman’s closing remarks

Buffet Lunch and networking opportunity