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Informa
Key Sessions

Manoj Saxena

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

CognitiveScale

Mark Mobius

Keynote Fireside Chat with Mark Mobius

Mobius Capital Partners

Showing of Streams
Showing of Streams
10:25 - 10:55

Networking Break

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Showing of Streams
Showing of Streams
Showing of Streams
15:05 - 15:35

Afternoon Tea

More
Showing of Streams
17:05 - 19:05

FundForum Asia Drinks Reception

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08:00 - 08:30 30 mins
Grand Plenary
C-suite Breakfast with guest speaker Manoj Saxena
  • Manoj Saxena - The first GM of IBM Watson, Chairman, CognitiveScale
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 - 09:15 30 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

09:15 - 09:35 20 mins
Grand Plenary
Global Fund Flows 2019
  • Barbara Ferraresi - Director Global Distribution Solutions, Broadridge
09:35 - 10:25 50 mins
Info
Grand Plenary
CIO investment panel: Expectations versus the reality of the investment landscape
  • Moderator Malik Sarwar - CEO, K2 Leaders, Former Global Head of Sales Management/Wealth Development, HSBC
  • 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
  • Jing Ulrich - Managing Director and Vice Chairman of Asia Pacific, JP Morgan Chase

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
10:25 - 10:55 30 mins
Networking Break
10:55 - 11:30 35 mins
Info
Business Leaders Forum
5 Key megatrends impacting product demand in Asia in 2018
  • Moderator Vineet Vohra - Director & Practice Leader, Arete Financial Partners
  • Lennie Lim - Managing Director and Regional Head, Asia, Legg Mason Global Asset Management
  • Anthony Siau - Founding Partner, Kairos Capital Partners
  • Peter Stein - Managing Director, Private Wealth Management Association

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


10:55 - 11:25 30 mins
Info
Fund Buyers Solutions
Investment Strategy 2.0: Risk & opportunity 2019
  • Moderator Malik Sarwar - CEO, K2 Leaders, Former Global Head of Sales Management/Wealth Development, HSBC
  • Julie Koo - Managing Director, Head of Investment Management Sales, APAC, Citi Private Bank
  • John Tsui - Managing Principal, Peninsula House
  • Maxime Alazet - International Institutional Sales Director, Financiere De l'Echiquier
  • Atiya Habib - Managing Partner, Virtuoso Capital Group
  • 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.

10:55 - 11:40 45 mins
Info
FundForum Ops
Digital Transformation: AI, RPA & Big Data in operational processes for scalability and growth.
  • Moderator Arnaud Misset - Group’s Chief Digital Officer, CACEIS
  • Dean Chisholm - Regional Head of Operations, Invesco Ltd.
  • Jessie Lam - COO, Oceanwide Asset Management
  • 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?

11:25 - 12:25 60 mins
Info
Fund Buyers Solutions
In-depth roundtable discussions on developments in portfolio construction
  • Maxime Alazet - International Institutional Sales Director, Financiere De l'Echiquier
  • Malik Sarwar - CEO, K2 Leaders, Former Global Head of Sales Management/Wealth Development, HSBC
  • John Tsui - Managing Principal, Peninsula House
  • Pierre Puybasset - Spokesman, La Financière de l'Echiquier (LFDE)

Table One: Finding growth and value in equity markets

Malik Sarwar, CEO, K2 Leaders (Former Global Head of Sales Management/Wealth Development, HSBC)

Table Two: GP lead restructuring: Multi-asset solution and liquidity

John Tsui, Principal, Peninsula House

Table Three: ESG Light or ESG Heavy?

What are the returns and benefits?

11:30 - 12:10 40 mins
Info
Business Leaders Forum
How will ESG work for Asia?
  • Moderator John McGinley - Partner, USAID Green Invest Asia and Mekong Strategic Partners
  • Sebastien Cabanel - Head of Asia, FundQuest
  • Yang Du - Managing Director, Head of Asset Management, China Securities International
  • Karine Hirn - Partner, East Capital Group

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?
11:40 - 11:55 15 mins
Info
FundForum Ops
SFC Regulatory Address: Meeting expectations
  • Alexandra Yeong - Senior Director of Investment Products, Securities and Futures Commission
  • Developments and recently issued consultations
  • Current state of regulation 
  • Emerging challenges facing cross-border investment
11:55 - 12:25 30 mins
Info
FundForum Ops
International influences: How policy in Europe is impacting APAC operations
  • Jon Foster - Co-Founder & Chairman, Smartkarma
  • 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?

12:10 - 12:55 45 mins
Info
Business Leaders Forum
Which distribution model will win out in Asia?
  • Moderator Vineet Vohra - Director & Practice Leader, Arete Financial Partners
  • Thomas Albert - Member of the Management Board, Hauck & Aufhäuser Fund Services
  • Peng Chen - CEO, Dimensional Fund Advisers Pte
  • Ruchit Puri - Chief Executive officer, Kotak Mahindra (UK) Ltd
  • 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

12:25 - 12:55 30 mins
Info
FundForum Ops
Managing AML requirements and the increasing complexities of KYC processes
  • Moderator Anand Pattabiraman - Independent Director, SAI Advisory
  • David Ng - Chief Operating Officer, CSOP Asset Management
  • Jennifer Theunissen - COO Asia, PineBridge Investments

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?

12:55 - 13:55 60 mins
Grand Plenary
Networking Lunch
13:40 - 14:05 25 mins
Interview with a Liverpool Football Legend
Informal audience with a Liverpool Football Club Legend Interview with Standard Chartered
  • Ian Rush - LFC Legend, Liverpool Football Club courtesy of Standard Chartered Bank
14:05 - 14:35 30 mins
Info
Business Leaders Forum
How AI & Blockchain will transform asset management for buy and sell side
  • 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

14:05 - 14:55 50 mins
Info
Fund Buyers Solutions
Partnering of distributors and product providers to deliver exceptional client experience
  • Malik Sarwar - CEO, K2 Leaders, Former Global Head of Sales Management/Wealth Development, HSBC
  • Julie Koo - Managing Director, Head of Investment Management Sales, APAC, Citi Private Bank
  • Eddie Lee - CBG & Wealth Mgmt-Product Solutions – Managed Solutions, Desk Head, DBS
  • Terry Pan - CEO, Greater China, Southeast Asia and Korea, Invesco

Find out what distributors really need help on and how fund houses can enhance their wholesaling support, to build a win:win partnership, generating a wow client experience

14:05 - 14:35 30 mins
Info
FundForum Ops
Debating Outsourcing
  • Moderator Alexandru Agachi - COO, Empiric Capital
  • Ken Forbes - Head of Operations, Asia, Janus Henderson Investors
  • Rob Scott - Head of Global Operations Division, Nikko Asset Management
  • Eric Tan - VP, Fund Administration & Head, Franklin Templeton Services

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

14:35 - 15:05 30 mins
Info
Business Leaders Forum
What is the future for robo?
  • Moderator Hanna Raftell - Chief Client Officer, Head of Wealth Management, OPTI
  • Andre Havas - Managing Partner, CIMalgo
  • Bianca Ho - COO & Co-Founder, Clare.AI
  • Jimmy Ng - Portfolio Manager (Global Multi-Asset Class), Director of Investments, Greenlake Capital LLC (New York)
  • Kelvin Lei - CEO, AQUMON

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

14:35 - 14:55 20 mins
Info
FundForum Ops
How can your fund administrator add value to your fund
  • George Karatzias - Senior Manager, Alter Domus
  • Andreas Yiasemides - Board Member, Cyprus Investment Funds Association & Partner & Head of Fund Services, PWC Cyprus

Fund administration is a main component of investment management. More often than not investment managers chose to delegate the function to external fund administrators. How can a fund administrator add value to your fund and your firm?

15:05 - 15:35 30 mins
Afternoon Tea
15:35 - 16:10 35 mins
Info
Grand Plenary
Product innovation: how to balance risk management and growth
  • Richard Harris - CEO, Port Shelter Investment Management
  • Andrew Hendry - Head of Distribution Asia Pacific, Aberdeen Standard Investment
  • 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

15:35 - 16:00 25 mins
BNP Paribas Securities Services Exclusive Client Event
Decoding Investor’s demand by Asian Infrastructure Investment Bank (AIIB) and FundQuest Advisor
  • Thomas Walenta - Investment Officer, Asian Infrastructure Investment Bank (AIIB)
  • Sebastien Cabanel - Head of Asia, FundQuest
16:00 - 16:20 20 mins
BNP Paribas Securities Services Exclusive Client Event
A comparison of the new Hong Kong and Singapore corporate fund structures
  • Alan Yeo - Executive Director and Head, Monetary Authority of Singapore
  • Alexandra Yeong - Senior Director of Investment Products, Securities and Futures Commission
  • Armin Choksey - Partner, PwC
16:10 - 16:55 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
16:20 - 16:45 25 mins
BNP Paribas Securities Services Exclusive Client Event
The Paradox of Choice: How to best access distribution markets when you have too many options?
  • Alex Jeffrey - Head of Asia Pacific, M&G Investments
  • Eleanor Wan - Chief Executive Officer, BEA Union Investment
  • Jermyn Wong - Product Development Director, Nikko Asset Management
16:45 - 17:05 20 mins
Info
BNP Paribas Securities Services Exclusive Client Event
Blockchain: A solution to crackdown on wine fraud?
  • Keynote Sarah Nabaa - Country Manager, SIngapore, VeChain

For wine specialists wondering if what’s in the bottle is real or fake, technology is the only way to go!

Wine is a US$2.8 billion industry in China, but the problem is that the Chinese gulp down more ‘French’ wines than France actually makes!

At least half of the Chateau Lafite-Rothschild consumed in China is fake, undermining the industry’s credibility.

BNP Paribas gladly invites VeChain, a Shanghai-based start-up whose ambition is to arm the wine trade with blockchain technology to gradually build trust in wines imported to the city.

They come to share with you their story, as well as their insights into how blockchain is the solution to the fake wine epidemic.

17:05 - 19:05 120 mins
FundForum Asia Drinks Reception