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Key Sessions

Hanna Raftell

Joint presentation: Female empowerment, diversity and inclusion: impact on profitability

OPTI

Azran Osman-Rani

Innovation from Frontline Obsession

AirAsia X

08:00 - 08:40

Registration

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Showing of Streams
10:10 - 10:40

Networking Break

More
Showing of Streams
Showing of Streams
13:15 - 14:15
Info

Networking Lunch PLUS Off the record with Azran Osman-Rani, ex-CEO, AIRASIA X

  • Azran Osman-Rani - ex-CEO, AirAsia X
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Showing of Streams
Showing of Streams
17:00 - 17:10

Chairman’s Summary and Close of Day

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08:00 - 08:40 40 mins
Registration
08:40 - 08:45 5 mins
Grand Plenary
Chairman’s Opening Address
08:45 - 09:05 20 mins
Info
Grand Plenary
The Psychology Driving Asian Asset Prices
  • Richard Peterson - CEO, MarketPsych Group

Dr. Peterson demonstrates how information flow drives price patterns in Asian equity and currency markets (China, Japan, Singapore, and Hong Kong) utilizing a proprietary data set. Positive news leads to strong monthly and yearly stock price momentum in Asian stocks. Media sentiment typically turns down before major bear markets begin, giving investors time to exit in advance of the selloffs. Learn the themes driving asset prices in Asian markets.

09:05 - 09:25 20 mins
Grand Plenary
Using Google, Wikipedia, Flickr and Twitter to analyse and predict human behaviour
  • Tobias Preis - Professor of Behavioural Science and Finance Co-Director, Data Science Lab, Warwick Business School, University of Warwick
09:25 - 10:10 45 mins
Info
Grand Plenary
Keeping your head in the digital revolution
  • Moderator Damien Mooney - Managing Director, Head of Digital Wealth, APAC, BlackRock
  • Ashwin Mehta - Chairman, Nomura Asset Management Taiwan
  • Mostapha Tahiri - Head of Institutional Investors & Head of Digital Transformation, Asia-Pacific, BNP Paribas Securities Services
  • Eleanor Wan - Chief Executive Officer, BEA Union Investment
  • Enhancing the client value proposition
  • Opportunities and challenges in collaborating with FinTech players
  • RegTech streamlining compliance procedures and reducing operational risks
  • Rethinking the digital development approach 
  • Crystal Ball Question – What will your asset management business look like in 2025?
10:10 - 10:40 30 mins
Networking Break
10:40 - 11:10 30 mins
Info
Business Leaders Forum
Appealing to the younger generation of investor
  • Moderator Alexandru Agachi - COO, Empiric Capital
  • Mathias Helleu - CEO, 8Securities
  • Ned Phillips - Founder and CEO, Bambu
  • Maggie Ng - Founder & CEO, FinEX Asia
  • Successfully using social media to generate investment ideas, service clients and promote products?
  • How can robo-advisory create a new distribution channel to target millennials?
10:40 - 11:10 30 mins
Info
Fund Buyers Solutions
The hunt for returns
  • Moderator Malik Sarwar - CEO, K2 Leaders, Former Global Head of Sales Management/Wealth Development, HSBC
  • Antony John - Principal, Ilex Associates
  • John Swolfs - CEO, Inside ETFs

This session will look at innovative solutions that offer a better way of identifying winning asset classes & funds. This will be followed by in-depth roundtable discussions on a range of asset classes.

11:10 - 11:40 30 mins
Info
Business Leaders Forum
What will the winning service, fee and collaboration model look like?
  • Moderator Peter Ryan-Kane - Founder, PeRK Advisory
  • Marc Lansonneur - Managing Director, Head of Managed Solutions and Investment Governance, DBS
  • Rachel Chen - Head of Digital Wealth (dollarDEX), Aviva
  • Malik Sarwar - CEO, K2 Leaders, Former Global Head of Sales Management/Wealth Development, HSBC

With people moving to lower fees, shifting away from active, how does the industry add value to the customer and justify the cost?

11:10 - 12:10 60 mins
Info
Fund Buyers Solutions
In-depth roundtable discussions on portfolio construction:
  • Roundtable host John McGinley - Partner, USAID Green Invest Asia and Mekong Strategic Partners
  • Moray McLeish - Vice President, Corporate Responsibility and Sustainability, Olam International
  • Antony John - Principal, Ilex Associates
  • Jackie Choy - Director of ETF Research, Asia, Morningstar

Table One: ESG investing: Insights from agricultural industry

Moderator: John McGinley, Partner, USAID Green Invest Asia and Mekong Strategic Partners

Table Two: Private Equity

Antony John, Principal, ILEX Associates

Table Three: ETFsWhat’s the opportunity? 

Charis Wong, VP, Head of Fund and ETFs HK, Private Banking APAC, CREDIT SUISSE 

Circulate between our 3 roundtable session with 20 minutes on each round. 

11:40 - 12:05 25 mins
Info
Business Leaders Forum
Connecting clients with technology…Learning from the best.
  • Moderator Blair Pickerell - Strategic Advisor, CreditEase Wealth Management
  • Scarlett Chen - Regional Director, Strategic Investments, Prudential
  • Steve Monaghan - Chairman and CEO, GenLife
  • How does the insurance industry see wealth management in the context of what is being offered?
  • What can financial services take away from successful implementation of technology?
12:05 - 12:35 30 mins
Business Leaders Forum
Joint presentation: Female empowerment, diversity and inclusion: impact on profitability
  • Hanna Raftell - Chief Client Officer, Head of Wealth Management, OPTI
  • Rachel Zedeck - Director of Climate Smart Agri and Impact Investment Strategies, Peterson Asia / USAID Green Invest Asia
12:35 - 13:15 40 mins
Info
Grand Plenary
Enhancing human capital
  • Mark Surgenor - Head of Wealth Asia, HSBC
  • Josephine Lee - Director of Wealth Management, Citibank Global Consumer Group, CitiBank
  • Malik Sarwar - CEO, K2 Leaders, Former Global Head of Sales Management/Wealth Development, HSBC

Opportunities & challenges in recruiting, upscaling and retaining talent

13:15 - 14:15 60 mins
Networking Lunch PLUS Off the record with Azran Osman-Rani, ex-CEO, AIRASIA X
  • Azran Osman-Rani - ex-CEO, AirAsia X
14:15 - 14:45 30 mins
Info
Grand Plenary
The next growth opportunity: Exploring distribution capabilities in Southeast Asia
  • Moderator Stewart Aldcroft - CEO, CitiTrust
  • Steven Billiet - CEO, JP Morgan Asset Management Singapore
  • Christy Goh - Director, Intermediary Business, First State Investments
  • Ben Waterhouse - Head of Intermediary Business for Southeast Asia and the Middle East, Fidelity

Spotlight on Thailand, Philippines, Vietnam, Malaysia, Indonesia ex-Singapore

  • How much potential do they have?
  • Will we see regime change across the region?
  • How can international players gain access to become active market participants?
  • Servicing Southeast Asia from Singapore – is this the right model?
14:15 - 14:45 30 mins
Info
FundForum Ops
COOs Discuss - Cracking China
  • Moderator Chantal Grinderslev - Partner, Z-Ben Advisors
  • Steve Bryant - COO Greater China, Schroders
  • Ken Hui - Chief Operating Officer, Fullgoal Asset Management (HK) Ltd
  • Jorg Sunderman - COO, APAC, Robeco

Operational considerations: Co-operation, compliance and culture

14:15 - 15:15 60 mins
Info
Emerging Manager Clinic
Transform Your Fund into a Highly Profitable & Sustainable Business
  • Anric Blatt - Chairman, Global Fund Advisors
  • Lauralouise Blatt - CEO, Global Fund Exchange

Top Strategic and Tactical Advisors, Portfolio Managers, and Investors will walk you through the key steps to transforming your business into a highly profitable and sustainable business that attracts lifelong clients. Learn how to: Create your Compelling Identity and Vision; Get in front of the right clients with the right message, Learn how to Automate your Sales Process and Bullet Proof your business. The session will be followed by one-on-one Q&A where you can get top tier strategic and tactical advice for your business from seasoned allocators, investors and business builders

14:45 - 15:15 30 mins
Info
Grand Plenary
Innovation from Frontline Obsession
  • Azran Osman-Rani - ex-CEO, AirAsia X

Traditional strategic planning and budgeting is outdated.

Managing corporations today is especially challenging with the unpredictable force of change from rapid technological advances, consumer behaviours and demographics, accelerated cross-border movements and political and regulatory upheavals.

 Gain unique insight into how AirAsia X introduced new innovations, which challenged the international conventions of the low-cost airline industry by putting front-line customer interface back under the spotlight and understand how this can be applied to the asset management industry. 

14:45 - 15:15 30 mins
Info
FundForum Ops
Building an ETF Asia strategy
  • Tobias Bland - CEO, Enhanced Investment Products
  • Jackie Choy - Director of ETF Research, Asia, Morningstar
  • Chen Ding - CEO, CSOP Asset Management
  • Vincent Chen - Head of Index & Quantitative Investment, ICBC Credit Suisse Asset Management
  • Chan Kum Kong - Head of Research and Products Equities and Fixed Income, Singapore Exchange (SGX)
  • Building an ETF platform
  • Where do you list?
  • Which markets and client segments will growth come from?
  • Making ETFs accessible to the investors
15:15 - 15:45 30 mins
Info
Grand Plenary
Lightning session: India vs China
  • Moderator John Hulsman - Geopolitical Expert, U.S. Council On Foreign Relations
  • Blair Pickerell - Strategic Advisor, CreditEase Wealth Management
  • Anshul Mishra - Equity Portfolio Manager, Union Asset Management
  • Amiyesh Verma - Head Strategy, Reliance Nippon Life Asset Management

In these fast-paced session key experts will have five minutes to show their work and share their ideas with only 15 seconds per slides the speaker must be concise. Small group discussions will follow.

15:15 - 15:45 30 mins
Info
FundForum Ops
Capitalising on Cryptocurrency
  • Moderator Jonathan Ha - CEO, RedPulse
  • James Harris - Co-Head of Custody, Diginex
  • Brad Maclean - Chief Operating Officer, Gatecoin
  • Ryan Rabaglia - Head of Trading, OSL

Whether you’re a bitcoin believer or crypto-sceptic, it doesn’t look like the bubble is set to burst any time soon. What will the operational impact of incorporating this new asset class be from a regulatory and operational perspective? How are intermediaries dealing with crypto-assets?

15:45 - 17:00 75 mins
Info
Trade War Games
Trade War Games
  • John Hulsman - Geopolitical Expert, U.S. Council On Foreign Relations

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)

15:45 - 16:45 60 mins
Info
FundForum Ops
Setting up a European structure - Overcoming challenges and navigating the compliance and regulatory landscape
  • Moderator Anand Pattabiraman - Independent Director, SAI Advisory
  • Sunny Choi - Chief Compliance Officer, ICBC Credit Suisse
  • Jayne Jin - Finance Manager, SINO CEEF
  • Skylar Sun - Compliance Manager, SINO CEEF
  • Jennifer Yau - Senior Compliance Manager, China Life Franklin Asset Management
  • Wang Sui - Assistant General Manager, Lion Fund

Open discussion sharing experiences and pointers to a successful launch - a look through from the Asset manager perspective

17:00 - 17:10 10 mins
Chairman’s Summary and Close of Day