The Autumn Selector Symposium will bring together the leaders of product selection and due diligence from within Asia's leading private banks, independent asset managers and family offices to debate and examine the latest product trends and client expectations as we move into the second half of the year.
With covid still stretching its long tentacles around every market, albeit with differing levels of impact, the variance in recovery and growth opportunities is expected to widen into 2022. In Asia, the equity wave seems to have broken, or at least receded, driven in part by policy changes from Beijing towards its tech champions, which has impacted pricing volatility and caused clients to reach out to their bankers for guidance and succour.
Where will opportunities be found in the return to a new normal? Join us for a powerful and productive conversation with your peers as we debate what lies ahead for clients and their investment portfolios.
Introduction
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what you can expect
panel sessions
Join us at
Autumn Selector Symposium
16 September 2021, 3pm SGT/ HKT
Virtual event
agenda
Sponsors
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Steven Chatterton
Head of Relationships –
Private Office & Wealth Manager
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Join us at
Autumn Selector
Symposium
title
paris shepherd
Head of Asian Sales and Audience Development
Vienna Autumn
16 september 2021
3pm SGT/ HKT
workshops
Head, Funds Specialists, Asia, Bank Julius Baer
Donald Rice
Head of Managed Investments, Private Markets & Alternatives, Hong Kong,
Bank of Singapore
Gary Leung
Head Product Development & Management Funds - APAC,
UBS Global Wealth Management
James Fava
Region Head -
Investments Asia & EMEA,
Citi Bank
Sameer Deshpande
@CitywireAsia
#CWAsia
#CitywireVirtual
Head of Investment
Services, Asia Pacific,
BNP Paribas Wealth Management
Garth Bregman
opening panel
closing panel
agenda
Closing panel
16:30 - 17:00
Portfolios and priorities -
Excelling in uncertainty
Diversification, long-term thinking and professional advice have all shown their timeless and universal value over the past year. Yet the relentless evolution of client demand continues, with clients seeking more diverse investment opportunities including private markets and alternatives, which they are increasingly evaluating against a more holistic returns framework that includes ESG and SDG parameters.
As bankers sit with their clients to evaluate their portfolios post-summer, does the spectre of inflation loom large over client portfolios? How have expectations and access to alternative assets expanded during the pandemic? Which investment themes and asset classes will deliver the next phase of global growth?
Panellists:
Donald Rice, Head, Funds Specialists, Asia, Bank Julius Baer
Gary Leung, Head of Managed Investments, Private Markets & Alternatives, Hong Kong, Bank of Singapore
James Fava, Head Product Development & Management Funds - APAC, UBS Global Wealth Management
All timings in HKT/SGT
16 September
15:30 - 15:55
Workshop 1
Principal Global Investors
Shern-Ling Koh, Portfolio Manager
The current market environment is leading investors across the globe to seek an alternative to traditional equity and fixed income investments. This pursuit is creating a secular shift towards increased investment in real estate which also serves as an inflation hedge. Join us as we discuss how REITs offer a relatively unique combination of yield, stability and growth that can provide downside protection as well as upside value creation. Based upon an analysis of its historical performance, REITs has demonstrated a proven ability to add total returns relative to stocks and bonds, outpacing all other asset classes since the turn of the century.
Using Real Estate to Add Income and Real Returns to the Portfolio
16:00 - 16:25
Workshop 2
Candriam
Alix Chosson, Lead ESG Analyst
The Paris agreement and the recent IPCC report leave no doubt about global warming and climate change caused by human induced GHG emissions and its devastating effects on our planet. By investing in a climate solutions strategy, you become part of the solution, and part of the global transition to a low-carbon economy. Candriam Sustainable Equity Climate Action invests in companies which provide technological, product or service solutions for the mitigation (reduce GHG emissions) and adaptation to climate change.
Our Climate: CO nsequences and Solutions
Opening panel
15:00 - 15:25
Rebuilding and rebalancing -
The new pathway forward
Asian clients and their trusted bank advisors have come through the greatest period of global uncertainty in the last half century in much better shape than all imagined possible in the darkest days of early 2020. While developed world markets have proved resilient, the virus has left an indelible legacy on clients, their world views, family priorities and investment portfolios.
How have the best private banks rebalanced and grown their relationships with clients through these tough times? Has it triggered Asian clients to more genuinely think long-term to embrace difficult legacy, wealth planning and sustainability issues?
How are the capabilities and competencies of private banks evolving to suit client demand post the pandemic?
Panellists:
Edmund Yun - Head of Investment Solutions, North Asia, EFG Bank
Garth Bregman - Head of Investment Services, Asia Pacific,
BNP Paribas Wealth Management
Sameer Deshpande - Region Head - Investments Asia & EMEA, Citi Bank
As ESG gains prominence globally, our panel
All timings in SGT
16th September
2
2
workshops
Speaker:
Shern-Ling Koh, CFA is a portfolio manager for Principal Real Estate Investors. He is responsible for researching Asia-Pacific listed property securities for the team’s global real estate strategies. Shern joined the firm in early 2014. He was previously the CEO/CIO at OSK International Asset Management where he managed all investment mandates for their public and private equity business in Singapore. He served as an investment analyst at Fidelity International Ltd from 2007 to 2011. Shern received his bachelor’s degree from Cambridge University, master’s degree from Yale University, and MBA from Harvard Business School.
Representatives:
Associate Director
(Direct) +65 6307 7816
chong.liwen@principal.com
Liwen Chong
Director
(Direct) +852 3519 2026
chong.marco@principal.com
Marco Chong
Managing Director
(Direct) +65 6307 7807
singh.suresh@principal.com
Suresh Singh
Portfolio manager
Shern-Ling Koh
Watch session
Download slides
The current market environment is leading investors across the globe to seek an alternative to traditional equity and fixed income investments. This pursuit is creating a secular shift towards increased investment in real estate which also serves as an inflation hedge. Join us as we discuss how REITs offer a relatively unique combination of yield, stability and growth that can provide downside protection as well as upside value creation. Based upon an analysis of its historical performance, REITs has demonstrated a proven ability to add total returns relative to stocks and bonds, outpacing all other asset classes since the turn of the century.
Workshop objective
In this session, we delve into the key trends and drivers of real estate income and capital growth in the new normal as we know it; identify the real estate investment opportunities across sub-sectors and geographies.
Using Real Estate to Add Income and Real Returns to the Portfolio
Principal Global Investors
Workshop details coming soon
Speaker:
Alix Chosson joined Candriam in 2020 as the Lead ESG Analyst for the Environmental Research & Investments.
Alix has eleven years of experience as ESG Analyst in SRI research and portfolio management teams. She started her career at Amundi in 2010 and has more recently been sell-side ESG analyst at Natixis before joining in 2018 DNCA to contribute to the creation of the SRI team and range of funds.
Alix graduated from Science Po Lyon with a
master in economics and finance in 2010. In 2011 she obtained a Master in Portfolio Management
from the IAE Paris 12.
Representatives:
Job title
Mobile
Email
Name
Director
(Direct) +852 3519 2026
chong.marco@principal.com
Marco Chong
Head of International Development
Keith Dixson
Lead ESG Analyst
Alix Chosson
Watch session
Download slides
The Paris agreement and the recent IPCC report leave no doubt about global warming and climate change caused by human induced GHG emissions and its devastating effects on our planet. By investing in a climate solutions strategy, you become part of the solution, and part of the global transition to a low-carbon economy. Candriam Sustainable Equity Climate Action invests in companies which provide technological, product or service solutions for the mitigation (reduce GHG emissions) and adaptation to climate change.
Workshop objective
Introduce consequences of the current climate crisis and further explain the fund’s mitigation and adaptation concepts used as the solution to fight climate change. Highlight the growing need for climate funds in order for the planet to transition into a low carbon economy.
Our Climate: CO nsequences
and Solutions
Candriam
Workshop details coming soon
Tap on each sponsor logo for more details
2
2
Diversification, long-term thinking and professional advice have all shown their timeless and universal value over the past year. Yet the relentless evolution of client demand continues, with clients seeking more diverse investment opportunities including private markets and alternatives, which they are increasingly evaluating against a more holistic returns framework that includes ESG and SDG parameters.
As bankers sit with their clients to evaluate their portfolios post-summer, does the spectre of inflation loom large over client portfolios? How have expectations and access to alternative assets expanded during the pandemic? Which investment themes and asset classes will deliver the next phase of global growth?
Portfolios and priorities - Excelling in uncertainty
Closing panel
panellists
Donald Rice is Head, Funds Specialists Asia at Bank Julius Baer. Based in Singapore, he is responsible for Mutual Funds, Alternative Investments and ETFs advisory, and leads his team to deliver best in class solutions for clients across the region.
Prior to joining Bank Julius Baer in 2019, Donald held a variety of positions in Credit Suisse over the last 23 years. Most recently, he was the Deputy Head of Fund Solutions, as well as the Head of Alternative Fund Solutions Asia Pacific based in Singapore. His responsibilities covered sourcing, selection and distribution of mutual funds, ETFs, hedge fund advisory, private equity, infrastructure and managed real estate capabilities. His teams in Hong Kong and Singapore specialised in customised solutions for ultra high net worth clients, family offices and institutions.
Donald graduated from the American Graduate School for International Management (Thunderbird) with a Master’s degree focusing on International Securities Investment, Financial Engineering and Multinational Corporate Finance.
Head of Funds Specialists, Bank Julius Baer
Donald Rice
Asian clients and their trusted bank advisors have come through the greatest period of global uncertainty in the last half century in much better shape than all imagined possible in the darkest days of early 2020. While developed world markets have proved resilient, the virus has left an indelible legacy on clients, their world views, family priorities and investment portfolios.
How have the best private banks rebalanced and grown their relationships with clients through these tough times? Has it triggered Asian clients to more genuinely think long-term to embrace difficult legacy, wealth planning and sustainability issues?
How are the capabilities and competencies of private banks evolving to suit client demand post the pandemic?
Rebuilding and rebalancing - The new pathway forward
Opening panel
panellists
Sameer was appointed as the Citi Global Consumer Bank
Regional Investments Head for Asia and EMEA in June 2019.
In his role, Sameer focuses on driving sustainable business
growth by enhancing client value propositions, expanding
product platforms and implementing digital solutions.
Sameer is a Citi veteran with over 20 years’ experience across
functions in the Institutional Clients Group (ICG), Citi Private
Bank (CPB) and the Global Consumer Bank (GCB). Prior to
his current role, Sameer was the Regional Head of Deposits
and FX for GCB. He was responsible for managing the
deposits book in Asia & EMEA, a key balance sheet enabler to support assets growth and the wealth management business.
Sameer is a Chartered Financial Analyst, a Chartered Alternative Investments Analyst,holds an MBA from the Indian Institute of Management Bangalore and a Bachelor of Commerce degree from Mumbai University.
Region Head - Investments Asia & EMEA, Citi Bank
Sameer Deshpande
James Fava is a product manager covering investment funds and alternative funds at UBS Wealth Management. He is responsible for driving the delivery of UBS’ approved fund offering to UBS’ Client Advisors in Hong Kong and Singapore in an automated and regulatory compliant manner. James previously worked for UBS in Switzerland where he held various roles in building out the bank’s offering of hedge funds in both discretionary mandates as well as UBS’ advisory business. He graduated from Loughborough University with a BSc. in Banking & Finance and is a CAIA charter holder.
Head Product Development & Management Funds - APAC, UBS Global Wealth Management
James Fava
Gary Leung is the Head of Managed Investments, Private Markets & Alternatives of Bank of Singapore Hong Kong, responsible for the selection, structuring and advisory of Alternative Investments, Mutual Funds and Discretionary products for the Bank’s clients.
Gary’s experience spans across alternative investments, asset management, investment banking and private banking. Including Alternative Investment Specialist at BlackRock, HSBC Private Banking as the Head of Alternative Investments in Hong Kong, Private Equity investments at RimAsia Capital Partners, and Investment Banking at Deutsche Bank.
Gary graduated from Imperial College London in Masters of Electrical and Electronic Engineering with Management, and was awarded the Lee Memorial Prize.
Head of Managed Investments, Private Markets & Alternatives, Hong Kong, Bank of Singapore
Gary Leung
Garth is the Head of Investment Services, Asia Pacific for BNP Paribas Wealth Management, responsible for the regional investment services platform.
Before taking on his current position, Garth was Head of Managed Assets, Asia, leading the regional Discretionary Portfolio Management (DPM) and Contractual Advisory teams. Garth has been based in Singapore since 2012, when he joined as Head of DPM, Asia.
He was previously Head of DPM and Head of Investment Advisory, Wealth Management in London. Prior to this he was Head of DPM, Wealth Management in The Netherlands, where he was responsible for discretionary investments for HNW, UHNW and institutional clients, as well as a range of asset management funds for both retail and institutional investors. He has significant asset management and wealth management investment experience across multiple asset classes.
Garth holds a Bachelor of Science degree in Actuarial Science, is a CFA charter holder, and holds an Executive MBA from INSEAD, where he graduated with distinction. He also holds a Master’s degree in Comparative East-West Philosophy from the University of Hawaii.
Head of Investment Services, Asia Pacific,
BNP Paribas Wealth Management
Garth Bregman
Sameer was appointed as the Citi Global Consumer Bank
Regional Investments Head for Asia and EMEA in June 2019.
In his role, Sameer focuses on driving sustainable business
growth by enhancing client value propositions, expanding
product platforms and implementing digital solutions.
Sameer is a Citi veteran with over 20 years’ experience across
functions in the Institutional Clients Group (ICG), Citi Private
Bank (CPB) and the Global Consumer Bank (GCB). Prior to
his current role, Sameer was the Regional Head of Deposits
and FX for GCB. He was responsible for managing the
deposits book in Asia & EMEA, a key balance sheet enabler to support assets growth and the wealth management business.
Sameer is a Chartered Financial Analyst, a Chartered Alternative Investments Analyst,holds an MBA from the Indian Institute of Management Bangalore and a Bachelor of Commerce degree from Mumbai University.
Region Head - Investments Asia & EMEA
Citi Bank
Edmund Yun Deshpande