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Informa
Key Sessions

Akshaya Bhargava

How AI & Blockchain will transform asset management for buy and sell side

Bridgeweave

Mark Mobius

Keynote Fireside Chat with Mark Mobius

Mobius Capital Partners

Showing of Streams
Showing of Streams
10:30 - 11:00

Networking Break

More
Showing of Streams
Showing of Streams
Showing of Streams
15:10 - 15:40

Afternoon Tea

More
Showing of Streams
17:00 - 19:00

FundForum Asia Drinks Reception

More
08:00 - 08:30 30 mins
Grand Plenary
Registration & welcome coffee
08:00 - 08:30 30 mins
Info
Fund Buyers Solutions
Fund buyer breakfast and book signing with guest speaker (By invitation only)
  • John Hulsman - Geopolitical Expert, U.S. Council On Foreign Relations

Start the day with a small group breakfast presentation and Q&A session with our inspirational speaker and an exclusive book signing

08:30 - 08:45 15 mins
Grand Plenary
Chairman's Welcome
08:45 - 09:20 35 mins
Info
Grand Plenary
Looking beyond the Trump bump, Eurozone tapering, inflationary pressure and the Middle-East tinderbox
  • John Hulsman - Geopolitical Expert, U.S. Council On Foreign Relations

There are strong political dimensions at work causing continued market uncertainly. Whilst China and Africa appear to be coming into their own, the long-term outlook for US growth under Trump, reaction of European markets to political developments and subsequent impact on trade dynamics continue to be of concern. What do you do to protect your business? What does this mean for the world economy?

Part 1: Guest speaker 

John Hulsman, Geopolitical Expert, U.S. COUNCIL ON FOREIGN RELATIONS

Part 2: Investment Titans Discuss: View from the Top

09:20 - 09:45 25 mins
Info
Grand Plenary
The internet and the investor

The way we work, live and connect with one another is changing at a rapid pace. How has the rise of internet changed decision-making and investment processes? Are people making investment decisions faster? How much does this impact fund-raising?

09:45 - 10:30 45 mins
Info
Grand Plenary
CIO investment panel: Expectations versus the reality of the investment landscape
  • Simon Hopkins - CEO, Milltrust International Group
  • Belle Liang - Head of Investment Advisory, Hang Seng Bank
  • Michael Levin - Head of Asset Management, Asia Pacific, Credit Suisse Private Banking
  • Guilherme Lima - Group Head of Wealth Management, HSBC Wealth Management
  • Ben Rudd - Chief Investments Officer, Prudential Hong Kong

CIOs and fund selectors discuss headline investment themes: balanced fund strategies, targeted thematic investment (emerging markets, technology, environment) – what’s best for the customer?

  • How can investors respond to this world where political risk uncertainty is the norm?
  • Can asset values be predicted in this environment?
  • Adapting your risk profile and investment strategies to profit from game changing political developments
10:30 - 11:00 30 mins
Networking Break
11:00 - 11:35 35 mins
Info
Business Leaders Forum
5 Key megatrends impacting product demand in Asia in 2018
  • Carolyn Leng - Head of Private Banking, Malaysia, CIMB Private Banking
  • Lennie Lim - Managing Director and Regional Head, Asia, Legg Mason Global Asset Management
  • Anthony Siau - Founding Partner, Kairos Capital Partners
  • Peng Chen - CEO, Dimensional Fund Advisers Pte

Asian heads of business explore how demand and risk management are changing due to the impact of:

  • Lower investment yields
  • Demographic shifts
  • Resource constraints
  • Fintech advancements
  • Changing regulatory stance


11:00 - 11:30 30 mins
Info
Fund Buyers Solutions
Risk & opportunity 2019. Building the optimal portfolio
  • Malik Sarwar - CEO, K2 Leaders, Recent Global Head of Sales Management/Wealth Development, HSBC
  • Asian Markets
  • Developed markets; US & Europe
  • Interest rates/FX
  • Equity – where to invest? 
  • Alternative investments

This will be followed by in-depth roundtable discussions on a range of asset classes.

11:00 - 11:35 35 mins
Info
FundForum Ops
Digital Transformation: AI, RPA & Big Data in operational processes for scalability and growth.
  • Dean Chisholm - Regional Head of Operations, Invesco Ltd.
  • Jessie Lam - COO, Oceanwide Asset Management
  • Arnaud Misset - Group’s Chief Digital Officer, CACEIS
  • David Ng - Chief Operating Officer, CSOP Asset Management

How are COOs implementing new and emerging technology to gain greater efficiencies, reduce costs and enable development in the back office?

11:30 - 12:30 60 mins
Info
Fund Buyers Solutions
In-depth roundtable discussions on developments in portfolio construction
  • Malik Sarwar - CEO, K2 Leaders, Recent Global Head of Sales Management/Wealth Development, HSBC

Table One: Finding growth and value in equity markets

Table Two: Multi-asset solutions

Managing risk and liquidity across asset classes

Table Three: ESG Light or ESG Heavy?

What are the returns and benefits?

11:35 - 12:15 40 mins
Info
Business Leaders Forum
How will ESG work for Asia?
  • Sebastien Cabanel - Head of Asia, FundQuest
  • Karine Hirn - Partner, East Capital Group
  • Saker Nusseibeh - CEO, Hermes Investment Management
  • Marcus Svedburg - Senior Advisor, Stockholm Sustainable Finance Centre

Our panel of experts will each prepare a 2-minute presentation before debating how ESG will realistically work for Asia

  • Why it matters?
  • Who’s leading the way?
  • Can it be applied to active as well as passive?
11:35 - 11:45 10 mins
Info
FundForum Ops
Unblocking operational efficiency (Case study in blockchain application)

A recent study has shown that 9 out of 10 blockchain trials launched over the last decade have failed to stand the test of time. We help you understand why the mortality rate is so high, and identify which ones will go the distance.

11:45 - 12:00 15 mins
Info
FundForum Ops
SFC Regulatory Address: Meeting expectations
  • Alexandra Yoeng - Senior Director of Investment Product, Securities and Futures Commission
  • Developments and recently issued consultations
  • Current state of regulation 
  • Emerging challenges facing cross-border investment
12:00 - 12:30 30 mins
Info
FundForum Ops
International influences: How policy in Europe is impacting APAC operations
  • Andrei Kasianenko - Head of APAC AM Risk Management, Northern Trust Asset Management
  • Diana The - Chief Counsel for Asia-Pacific, Middle East & Africa, Aon Hewitt
  • Graham Turl - Managing Director, General Counsel Asia Pacific, BlackRock

The effects of MiFID II, PRIIPs and GDPR are far-reaching and Asian managers have not escaped unscathed. How has your back-office had to adapt in response? Will regulators in Asia follow suit?

12:15 - 13:00 45 mins
Info
Business Leaders Forum
Which distribution model will win out in Asia?
  • Thomas Albert - Member of the Management Board, Hauck & Aufhäuser Fund Services
  • Blair Pickerell - Strategic Advisor, CreditEase Wealth Management
  • Ruchit Puri - Chief Executive officer, Kotak Mahindra (UK) Ltd
  • Vineet Vohra - Director & Practice Leader, Arete Financial Partners
  • Alan Yeo - Executive Director and Head, Monetary Authority of Singapore

Distributors and fund buyers discuss regulation coming down the line and the impact on cross-border distribution; whether passporting will eventually happen and the future for fund distribution in Asia

12:30 - 13:00 30 mins
Info
FundForum Ops
Managing AML requirements and the increasing complexities of KYC processes
  • David Ng - Chief Operating Officer, CSOP Asset Management

How are we coping with the evolution of ever more stringent safeguards against corruption? Is automation the answer, or does it present more problems than it solves?

13:00 - 14:00 60 mins
Grand Plenary
Networking Lunch
13:45 - 14:10 25 mins
Interview with a Liverpool Football Legend
Informal audience with a Liverpool Football Club Legend Interview with Standard Chartered
14:10 - 14:40 30 mins
Info
Business Leaders Forum
How AI & Blockchain will transform asset management for buy and sell side
  • Akshaya Bhargava - Executive Chairman, Bridgeweave
  • Manoj Saxena - The first GM of IBM Watson, Chairman, CognitiveScale

Find out how AI is transforming the life of portfolio fund manager to improve operational efficiency and generate alpha and additionally how AI is helping democratize investment information and enable access to better decision making for everyone

14:10 - 14:40 30 mins
Info
Fund Buyers Solutions
Applying quantum computing to the process of optimisation of asset management
  • Trading strategies
  • Portfolio optimisation
  • Asset pricing
  • Risk analysis
14:10 - 14:40 30 mins
Info
FundForum Ops
Debating Outsourcing
  • Ken Forbes - Head of Operations, Asia, Janus Henderson Investors
  • Rob Scott - Head of Global Operations Division, Nikko Asset Management

Should we, can we, what are the benefits and how to manage your network?

14:40 - 15:10 30 mins
Info
Business Leaders Forum
What is the future for robo?
  • Bianca Ho - COO & Co-Founder, Clare.AI
  • Jimmy Ng - Director, Investments, Portfolio Manager, Greenlake Capital (Bordier’s New York based Alternative Investment team)

Explore developments of the digital approach to wealth management & the impact of robo on the industry

14:40 - 15:10 30 mins
Info
FundForum Ops
Data protection and cyber security: Mitigating risk from outside and within

Data is fast becoming the most precious resource of the digital era. Are you doing enough to protect your most valuable asset? Implementing the SFC’s cyber guidance and beyond

15:10 - 15:40 30 mins
Afternoon Tea
15:40 - 16:15 35 mins
Info
Grand Plenary
Product innovation: how to balance risk management and growth
  • Richard Harris - CEO, Port Shelter Investment Management
  • Jung Ho Rhee - President & Chief Executive Officer, Mirae Asset Global Investments (HK)
  • Stephan Repkow - Founder & CEO, Wealth Management Alliance

This session will focus on meeting the evolving needs of the customer through product development

16:15 - 17:00 45 mins
Info
Grand Plenary
Keynote Fireside Chat with Mark Mobius
  • Interviewee Mark Mobius - Partner, Mobius Capital Partners
  • Interviewer Blair Pickerell - Strategic Advisor, CreditEase Wealth Management
  • Investor appetite for ESG
  • How active management can change in light of the rise of ETFs
  • Where’s the smart money going?
  • Identifying the hottest institutional trends
17:00 - 19:00 120 mins
FundForum Asia Drinks Reception