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Showing of Streams
Showing of Streams
10:15 - 10:30

Networking Break

Showing of Streams
Showing of Streams
Showing of Streams
14:30 - 14:50

Afternoon Tea

Showing of Streams
16:50 - 16:55
Chairman’s thoughts for the day

Chairman’s thoughts for the day

16:55 - 17:55

FundForum Asia Drinks Reception

08:00 - 08:30 30 mins
Business Leaders Forum
Trade War Games
more

There is a threat that metals tariffs and investment restrictions will lead to a global trade war, which would have a significant impact on producers and consumers. What would a trade war look like and what would be the consequences to investors? 

In this scenario-focused war game go to battle to retain your edge in an environment of continued political uncertainty.

(under Chatham House Rule)

08:00 - 08:30 30 mins
Fund Buyers Solutions
Fund buyer breakfast with guest speaker (By invitation only)
more

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

08:30 - 09:00 30 mins
Grand Plenary
SFC’s Regulatory Address
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The backdrop for this year’s discussion is the increasingly technological nature of our financial markets and increased connectivity. This year’s SFC address will outline developments and recently issued consultations, as well as the current state of securities regulation and strategies to address emerging challenges facing Hong Kong in managing cross-border investment flows.

09:00 - 09:30 30 mins
Grand Plenary
Looking beyond the Trump bump, Eurozone tapering, inflationary pressure and the Middle-East tinderbox
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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 

Part 2: CEOs Discuss: View from the Top

09:30 - 10:00 30 mins
Grand Plenary
CIO investment panel: Expectations versus the reality of the investment landscape
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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
10:00 - 10:15 15 mins
Grand Plenary
Hidden Gems Showcase
more

An exclusive showcase to hear from boutiques and star funds

10:15 - 10:30 15 mins
Networking Break
10:30 - 11:00 30 mins
Business Leaders Forum
Global Fund Flows 2018
more
  • Where’s the smart money going?
  • Identifying the hottest institutional trends
  • Establishing which investment trends will trickle down to the average investor?
10:30 - 11:00 30 mins
Fund Buyers Solutions
The Hunt for Yield. Building the optimal portfolio
more

This session will look at innovative solutions that offer a better way of identifying winning asset classes & funds

10:30 - 11:00 30 mins
FundForum Ops
How the COO can add value to the front office
more

Fee compression and client customization – can your operating model withstand the pressure or is the back office reaching breaking point? How do you adapt to effectively support your CIO’s strategy?

11:00 - 11:30 30 mins
Business Leaders Forum
5 Key megatrends impacting product demand in Asia in 2018
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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 - 12:30 90 mins
Fund Buyers Solutions
Portfolio Construction 2.0 - Expert-led roundtables on taking investment to the next level
more

Select from a choice of in-depth roundtable discussions on a range of asset classes

Table One:

Finding growth and value in equity markets

Table Two: 

Multi-asset solutions: Managing risk and liquidity across asset classes

Table Three: 

Fixed-income capabilities
Should we use them considering the costs and interest rate rises? What are the risks?

Table Four: 

ETFs: What's the opportunity?
Are they becoming too complicated and risky?

Table Five: 

Combining hedge fund strategies with traditional assets

How the hedge fund space is becoming more commercialised because of technology
Debating access: has technology changed the game?

11:00 - 12:00 60 mins
FundForum Ops
Regulation & Policy Update
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Part 1: Meeting your regulators expectations

Strategies for keeping up with the onslaught of regulatory change, reviewing the cost of non-compliance and understanding the risk to your business.

Part 2: International influences: How policy in Europe is impacting APAC operations

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?

Part 3: Managing AML requirements and the increasing complexities of KYC processes

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?

Part 4: 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

11:30 - 12:00 30 mins
Business Leaders Forum
The growth of the Asian pensions market
more
  • How to tap into this pot of money
  • Making use of roboadvisors
  • Attempts to shift these assets as worldwide phenomenon
12:00 - 12:30 30 mins
Business Leaders Forum
Which distribution model will win out in Asia?
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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

12:00 - 12:30 30 mins
FundForum Ops
Debating Outsourcing
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Should we, can we, what are the benefits and how to manage your network?

12:30 - 13:00 30 mins
Business Leaders Forum
Implementing a balanced fund strategy
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How are the most sophisticated fund buyers finding edge and delivering value in the age of cheap advisory

13:00 - 13:30 30 mins
Grand Plenary
Networking Lunch
13:00 - 13:30 30 mins
Fund Buyers Solutions
Investor-only lunch
more

Bitcoin is boring. Let’s talk about cryptoassets.

13:30 - 14:00 30 mins
Business Leaders Forum
The impact of technology on distribution
more

Margin pressure, complexity, risk of disruption

13:30 - 14:00 30 mins
Fund Buyers Solutions
Can AI and machine learning replicate what active management does?
more
  • Allocation
  • Valuation
  • Risk management
13:30 - 14:00 30 mins
FundForum Ops
Barriers to breaching borders
  • Jorg Sunderman - COO, APAC, Robeco
more

Why have the Asian passporting schemes not achieved their expected levels of success? Debating solutions for overcoming the operational barriers to cross-border distribution

14:00 - 14:30 30 mins
Business Leaders Forum
Digital assets and machine learning: the new search for alpha
more

Prospects, constraints and opportunities

14:00 - 14:30 30 mins
Fund Buyers Solutions
Bitcoin vs Gold
14:00 - 14:30 30 mins
FundForum Ops
Learning from the best: Striving for operational excellence
more

What can we learn from the Indian experiment in back office streamlining and efficiencies

14:30 - 14:50 20 mins
Afternoon Tea
14:50 - 15:20 30 mins
Grand Plenary
Fintech showcase
more

Watch some of the most innovative start-up pitch their solutions in this quick -fire session

15:20 - 15:50 30 mins
Grand Plenary
The Age of the Fourth Industrial Revolution
more

Artificial intelligence and the “internet of things” stand to fundamentally change the way we work, live and connect with one another. We clearly stand on the brink of a technological revolution, but are we also on the cusp of an ecological one? How will this create a new type of opportunity for investors? Should we consider renewable energy as a profitable enterprise?

15:50 - 16:20 30 mins
Grand Plenary
ESG presidential debate
more

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?
16:20 - 16:50 30 mins
Grand Plenary
Speaker’s Quiz – your chance to vote
more

Teams of speakers will be quizzed to see how well they understand the audience. You will vote on answers to a selection of questions and speakers will guess the top answers

16:50 - 16:55 5 mins
Chairman’s thoughts for the day
16:55 - 17:55 60 mins
FundForum Asia Drinks Reception