We are delighted to welcome ASEAN’s most important product selectors, and their banking colleagues, to a timely discussion on the pathway forward for this dynamic and resilient region. The admirable early fight against the pandemic has succumbed to the challenge of the more virulent delta strain. Tragedy and loss to both lives and livelihoods throughout ASEAN has increased as the vaccine roll-out slowly starts to gather momentum. Yet this is a resilient and tough region, with resourceful entrepreneurs and compassionate companies who have overcome much adversity over the last century. Our two-day virtual conversation will examine the wealth management industry across ASEAN including the rise of ESG, maturation of product capabilities and regulatory landscape as we explore the Thai, Philippine and Malaysian markets in detail. David Lim - Head of Wealth Management, Singapore and Southeast Asia, BNP Paribas Caesar Antonino Ordonez - Head of Investments, Private Banking Group, UnionBank of the Philippines Chan Ai Mei - Chief Marketing & Distribution Officer, Affin Hwang Asset Management Berhad Charnwut Roongsangmanoon - Head of Foreign Investment Fund, MFC Asset Management Danny Chang - Head, Managed Investments and Investment Advisory, Wealth Management Standard Chartered Bank Malaysia Joe Caceres - Managing Director, Head of Investment Advisory & Solutions SCB Julius Baer Philip Kunz - Head of Global Private Banking, South Asia HSBC Private Banking Rafael Jr G. Ayuste - Senior VP, Head of Trust & Investments Group, BDO Trust Shang-Wei Chow - Managing Director, Head of South-East Asia, Deutsche Bank Wealth Management Smith L. Chua - Chief Investment Officer, BPI Asset Management and Trust Corporation Sukit Jaratchaiwanna - Head of Mutual Fund Business Development, Capital Nomura Securities Pcl We will also hear from six world-class fund managers who are bringing innovative and high performing funds to UHNW/HNW individuals across ASEAN: Allianz Global Investors - Intelligent Cities: Building a better future through innovation BNP Paribas Asset Management - Going beyond carbon, restoring earth’s ecosystems and your investments Columbia Threadneedle Investments - Cultivating returns from doing things right, and doing the right things Global X ETFs - Why China Thematic Investing? Jupiter Asset Management – Time to consider CoCos? New Capital - From contenders to leaders: the active journey in picking out the future leading companies in Asia Join us in the afternoon of October 6th (15:00 HKT/SGT) and the morning of October 7th (10:00 HKT/SGT) for a fascinating and powerful dialogue.
Welcome to Citywire’s Southeast Asia virtual conversation on October 6th & 7th.
Click to find out what you can expect
panel sessions
Join us at
Southeast Asia Virtual Conversation 6 October, 3PM – 5.40PM (SGT/ HKT) 7 October, 10AM – 12:40PM (SGT/ HKT)
agenda
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Sponsors
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Steven Chatterton
Head of Relationships – Private Office & Wealth Manager
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southeast asia virtual conversation
workshops
6 October, 3pm – 5.40pm (SGT/ HKT) 7 October, 10AM – 12:40PM (SGT/ HKT)
James Erskine
Head of Asia, Middle East and South Africa
Head of Foreign Investment Fund, MFC Asset Management
Charnwut Roongsangmanoon
Danny Chang
Head, Managed Investments and Investment Advisory, Wealth Management, Standard Chartered Bank Malaysia
Managing Director, Head of Investment Advisory & Solutions, SCB Julius Baer
Joseph Caceres
Head of Mutual Fund Business Development, Capital Nomura Securities Pcl
Sukit Jaratchaiwanna
join the panel sessions
Senior VP, Head of Trust & Investments Group, BDO Trust
Rafael Jr G. Ayuste
Head of Investments, Private Banking Group, UnionBank of the Philippines
Caesar Antonino Ordonez
Chief Marketing & Distribution Officer, Affin Hwang Asset Management Berhad
Chan Ai Mei
HEAD OF GLOBAL PRIVATE BANKING, SOUTH ASIA, HSBC Private Banking
PHILIP KUNZ
Managing Director, Head of South-East Asia, Deutsche Bank Wealth Management
SHANG-WEI CHOW
7 OCTOBER
MALAYSIA
ASEAN PERSPECTIVE
THAILAND
PHILIPPINES
Chief Investment Officer, BPI Asset Management and Trust Corporation
Smith L. Chua
6 OCTOBER
Head of Wealth Management, Singapore and Southeast Asia, BNP Paribas
DAVID LIM
15:00 15:40
Fund Group Workshop - Goldman Sachs Asset Management
All timings in BST
3 June 2021
Day 1
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14:00 14:50
Workshop 1 - dws
As ESG gain
Conference session - Ed Gillespie
15:00 - 15:35 15:40 - 16:05 16:10 - 16:35 16:40 - 17:05 17:10 - 17:40
All timings in SGT/ HKT
6 October
15:50 16:30
Fund Group Workshop - Artisan Partners
16:40 17:20
Fund Group Workshop - Sands Capital
11:50 12:20
Fund Group Workshop
12:20 13:40
Table planned lunch
13:40 14:40
Panel Session
14:40 15:10
15:20 15:50
16:00 16:30
16:40 17:10
19:30 20:00
Drinks reception
20:00 23:00
Table planned dinner - Jen Brister
09:15 10:15
Conference Session 2 - Mark Foster
10:15 10:45
10:55 11:25
11:35 12:05
12:05 13:20
Buffet lunch
08:00 09:15
Breakfast at leisure
24 September 2021
Day 2
14:00
Event close
As ESG gains prominence globally, our panel
Welcome and ASEAN Perspective: Resilience, recovery and rebound Columbia Threadneedle Investments Cultivating returns from doing things right, and doing the right things New Capital From contenders to leaders: the active journey in picking out the future leading companies in Asia Jupiter Asset Management Time to consider CoCos? Malaysian Panel Session: Stability and consistency under challenging conditions
10:00 - 10:35 10:40 - 11:05 11:10 - 11:35 11:40 - 12:05 12:10 - 12:40
Welcome and Thailand Panel Session Stepping forward amidst tough headwinds Global X ETFs Why China Thematic Investing? Allianz Global Investors Intelligent Cities: Building a better future through innovation BNP Paribas Asset Management Going beyond carbon, restoring earth’s ecosystems and your investments Philippines Panel Session Securing the next phase of growth and confidence
7 October
workshop speakers
Click on each sponsor logo for more details
Workshops
Madeline Han joined Jupiter Asset Management in August 2015. Madeline’s prime focus is to expand Jupiter’s level of business in Asia, primarily through the distribution network formed with global private banks. She is a Board member of Jupiter Asset Management (Asia) Private Limited. Madeline works closely with Peter Swarbreck, Head of Asia Pacific. Madeline holds an upper second-class honours degree in accounting from the Nanyang Technological University, Singapore.
Sales Director, Asia Pacific Office: +65 6808 6628; Mobile: +65 9384 7986
Madeline Han
Zach Yeo joined Jupiter Asset Management in 2016. He works closely with Madeline Han, who is Sales Director, Asia Pacific, in expanding Jupiter’s distribution network in Asia. Zach is a seasoned investment professional with over 10 years of experience in the wealth and asset management industries. Zach holds an upper second-class honours degree in banking and finance from the University of London. He is also a Chartered Financial Analyst® (CFA).
Sales Director, Singapore Office: +65 6808 6626; Mobile: +65 8133 4982
Zach Yeo
representatives
Luca is Head of Credit Research and a Fund Manager in the Fixed Income team. He is also manager of a Financials sleeve in the Multi-Asset team. He joined Jupiter in January 2013. Before joining Jupiter, Luca worked at Moody’s Investors Service as an associate credit analyst. Prior to this, he worked at Goldman Sachs as a financial analyst on the Southern European team. He began his investment career in 2008. Luca has a Bachelor’s degree in Business Management and a Master’s degree in International Corporate Finance.
Head of Credit Research and Fund Manager, Fixed Income
Luca Evangelisti
speaker
Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £60.3bn /$83.4bn /€70.3bn as at 30/06/2021. Independence of thought and individual accountability define us. Our fund managers follow their convictions and seek those investment opportunities that they believe will ensure the best outcome for our clients. They do this through fundamental analysis and research, a clear investment process and risk management framework, with a focus on good stewardship.
company profile
The objective of the presentation is to provide an understanding of contingent capital and to explain the potential benefits of the asset class, including attractive risk-adjusted returns and diversification.
Workshop objective
Attractive potential returns with diversification and relatively low risks. Luca Evangelisti, Portfolio Manager for the Jupiter Financials Contingent Capital Fund, will explain how contingent capital, or CoCos, are a newer asset class that has the potential to offer investors higher yields with lower volatility and lower risk than European bank equities and HY corporates. CoCos are also less sensitive to rising rates due to their callable structure with coupon reset at call date. They offer exposure to an improved European financial sector in a growing and liquid market with many investment-grade issuers -- including some of the region’s largest banks and insurers.
Workshop Summary
Time to consider CoCos?
Jessica leads the commercial development for wholesale distribution sales channels in South East Asia (Singapore, Thailand, Philippines and India), delivering a full suite of services and funds to local asset managers, private banks and local banks. Prior to this, she was responsible for the wholesale distribution business in Singapore and Thailand. Before joining BNP Paribas Asset Management in 2009, Jessica worked at Value Partners. She started her career with OCBC Bank in 2005.
Head of Wholesale Distribution, South East Asia
Jessica Lee
Angelia Chin-Sharpe is the CEO and Country Head for Malaysia. She has over 20 years of experience in banking, capital markets and asset management. Angelia joined BNP Paribas Asset Management in 2007 and was responsible for successfully setting up our businesses in Malaysia. Angelia was ranked 34th most influential women in Islamic banking and finance (WOMANi2018 report). She was awarded Community Achievement Award 2017 (Malaysia Australian Alumni Council) for her social work at The Lost Food Project.
CEO and Country Head, Malaysia
Angelia Chin-Sharpe
Ulrik is co-head of the Environmental Strategies Group and co-lead portfolio manager for the Energy Transition Fund and Environmental Absolute Return Thematic Fund having joined BNPP AM in 2019. Ulrik began his career in 2001, investing thematically across energy, materials, agriculture and material companies globally at Goldman Sachs Principal Strategies (2005 – 2007) and co-ran the Goldman Sachs Thematic Investment Group (2007-2012). Since 2012, Ulrik was the CIO and co-founder of North Shore Partners and later co-founded Sustainable Solutions (2017-2019).
Co-head of Environmental Strategies Group
Ulrik Fugmann
BNP Paribas Asset Management is the asset management arm of BNP Paribas, one of the world’s leading financial institutions. It provides investors with high-value sustainable investment solutions in line with their expectations of long term sustainable investment returns, including high conviction strategies, emerging markets, multi-asset and quantitative solutions, private debt and liquidity solutions. Sustainability is at the heart of the firm’s strategy and investment decision-making process, making an active contribution to energy transition, environmental protection and the promotion of inclusive growth. BNP Paribas Asset Management has assets under management of EUR 489 billion*, with more than 500 investment professionals and around 400 client servicing specialists, serving individual, corporate and institutional clients in 71 countries. * EUR 625 billion of assets under management and advisory as of 30 June 2021 For more information, please visit bnpparibas-am.com
Explore both long-only and long-short strategies capitalising on an investable universe of diversified environmental markets, with a tilt towards fast-growing innovative “unicorn” companies that could be winners of tomorrow.
Our natural capital in the form of ecosystem services that benefit humans, ranging from pollination to flood protection, is worth an estimated USD 125 trillion dollars. This is almost twice the annual global GDP. The degradation of these services can be costly and creates significant risk for business: from lower returns and the risk of defaults to rising insurance liabilities. Put simply, ecosystem collapse will result in economic collapse. In parallel with the shift to a low carbon economy were the transition the global energy system is a massive US$115 investment opportunity, restoring the ecosystem is another significant investment opportunity of our lifetime.
Going beyond carbon, restoring earth’s ecosystems and your investments
Dennis joined Columbia Threadneedle Investments (CTI) in December 2015 and is responsible for the wholesale distribution business across Asia. Prior to joining CTI, Dennis held various leadership, business and product development roles at a number of global asset management firms and a local bank. Dennis holds a Master’s degree in Wealth Management from the Singapore Management University, a Bachelors of Engineering from the National University of Singapore, as well as a Chartered Financial Consultant designation.
Head of Wholesale Distribution and Head of Product, Asia
Dennis Quah, CAIA®
Alex Chong joined Columbia Threadneedle Investments in September 2016 and is a member of the Asia Wholesale Distribution team, based in Singapore. In his capacity, Alex manages the business relationships across Southeast Asia, as well as key partners in Singapore. Alex has held numerous roles in investments and product management over the past 18 years in the industry. Prior to joining Columbia Threadneedle Investments, Alex was Head of Investment Marketing with Prudential Assurance Company Singapore. He has held roles as Senior Product Manager and Senior Investment Advisor with Maybank Private Wealth, Singapore. Alex holds a MSc in Finance awarded by Baruch College, City University of New York.
Sales Director, Wholesale Distribution Southeast Asia
Alex Chong
Andrew Harvie is a Client Portfolio Manager within the Global Equities team. His role is to articulate the team’s investment views and capabilities to both existing and prospective clients, consultants and intermediaries. Prior to joining Columbia Threadneedle, Andrew worked as a Client Portfolio Manager at AHL, Man Group’s flagship quantitative investment division. He originally joined Man Group in 2007 as an investment analyst, later working on sales and product strategy during Man’s acquisition of GLG in 2010. Andrew started his career within the wealth management industry, working in both the UK and France, and also spent 12 months as an Equity Capital Markets analyst at Bloomberg. Andrew holds a BSc (Hons) in Economics with Statistics from the University of Bristol.
Client Portfolio Manager
Andrew Harvie
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage US$593bn of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE:AMP), a leading US-based financial services provider. As part of Ameriprise, we are supported by a large and well-capitalised diversified financial services firm. Source: Ameriprise Financial Q2 2021 earnings release. Includes all assets managed by entities in the Columbia and Threadneedle group of companies.
Discover how the Columbia Threadneedle Sustainable Outcomes Global Equity strategy cultivates returns by investing in companies that aren’t just doing things right, but doing the right things.
In a world of societal and environmental change, we believe companies that invest and innovate for a more sustainable future not only support the planet and its inhabitants but also their own ability to generate strong financial returns. Since the launch of Columbia Threadneedle Sustainable Outcomes Global Equity strategy in 2018, our investment philosophy has been to capture these twin rewards of positive sustainable outcomes and capital growth, all underpinned by our tried and tested approach to active management: bottom-up research and deep engagement with companies. Our approach draws on the UN Sustainable Development Goals (SDGs), from which we have developed eight investable themes that address the world’s environmental and social needs. Our strategy focuses on investing in companies that produce goods and services that deliver positive outcomes to the environment, society, and the world at large. Essentially, we aim to identify companies that help solve structural, global challenges in areas such as: • Health, Wellbeing & Food Security: Climate change and urban density increases in cities around the world • Regeneration & Infrastructure: Ageing and sub-optimal infrastructure in developed markets, increasing mobility/connectivity needs in emerging markets, and the need to mitigate global supply chain risks which was further exacerbated by COVID-19 • Financial & Technological Inclusion: Financial solutions for the underbanked and lower income populations Join Andrew Harvie, Client Portfolio Manager, as he divulges these eight themes and how we look for companies that are currently able or are repositioning to deliver positive outcomes linked to these themes, while generating strong financial returns. He will also explain how our active investor approach allows the portfolio to deliver even stronger positive ESG contributions over time through strong stewardship and engagement.
Cultivating returns from doing things right, and doing the right things
Bonny Tse is the Head of Sales and Distribution at EFG Asset Management (EFGAM) responsible for the institutional and intermediary business development as well as client management in Asia. Bonny joined EFGAM from Nomura Asset Management where she was Vice President looking after the institutional business in Greater China. Previously, she was with the Hong Kong Institutional Business Team of J.P. Morgan Asset Management. She began her career in asset management with Janus Capital covering institutional clients and major fund distributors in Asia Pacific ex Japan. Bonny holds a Bachelor of Commerce degree majoring in Accounting from the University of British Columbia, Canada and holds the designation of Chartered Alternative Investment Analyst.
Head of Sales & Distribution, Asia
Bonny Tse
Chris manages the New Capital Asia Future Leaders Fund and is Co-Portfolio Manager of the New Capital China Equity Fund. He joined EFGAM in 2015 as an Equity Analyst. Previously he worked at Signia Wealth, a wealth management boutique, where he spent three years as an equity investment manager. Before that, he worked at Blackfriars Asset Management, a global emerging markets manager, for three years as an equity research analyst. Chris has a bachelor’s degree in Business and Economics from Liverpool University, MSc in Accounting and Finance from Bath University and is also a CFA Charterholder.
Portfolio Manager
Chris Chan
New Capital is the funds arm of EFG Asset Management (EFGAM), the investment arm of global private banking group EFG International. EFGAM is an international provider of actively managed investment products and services to financial intermediaries and institutional investors around the world. With a full range of investment offerings, including traditional equity and fixed income portfolios, multi-asset and alternatives strategies and its proprietary New Capital fund range, EFGAM manages approximately $30 billion on behalf of clients. New Capital UCITS funds are accessible via over 20 platforms and registered for sale in Austria, Chile, France, Germany, Hong Kong, Italy, Luxembourg, Singapore (accredited investors only), Spain, Sweden, Switzerland, the Netherlands and UK.
To connect with the fund selector community of South East Asia.
It is easy to identify which companies today are ahead of the pack in terms of innovation and market dominance. But it is more vital to spot companies which are poised for future success early on and invest in them for the long-term. Dynamic and innovative companies are increasingly emerging in Asia and it is these local companies that are starting to dominate fast-growing and so-called “new age” sectors such as 5G technology, green energy and electric vehicles. However, the landscape is far from homogeneous, high dispersions exist amongst countries and sectors. At New Capital, we argue that active management is more important than ever when picking out these future leaders.
From contenders to leaders: the active journey in picking out the future leading companies in Asia
Rui has approximately 10 years of experience in the Asian ETF industry across numerous markets and regions. He is responsible for business development with a focus on institutions and intermediaries clients in Southeast Asia. Before joining Mirae Asset, Rui held some significant positions in various asset management companies including the Head of ETF Sales from CICC, the Team Head of the Sales and Product Strategy Department at CSOP and several positions in the ETF Unit of Phillip Securities in Singapore.
Vice President, ETF Sales, Mirae Asset Global Investments
Rui Yu
Mirae Asset Global Investments provides a diverse range of investment products with combined assets under management (AUM) of over $194 billion. Its global ETF platform features a line-up of 325 ETFs with combined AUM of $58.8 billion, including Global X ETFs, Horizons ETFs and Tiger ETF. Global X ETFs was founded in 2008, and was acquired by Mirae Asset Global Investments in 2018. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. We offer a lineup that spans emerging trends and disruptive tech, core and equity income, commodities and leveraged and inverse products, and more. At Global X ETFs, we think beyond the ordinary – we strive to offer investors thematic opportunities that transcend common and traditional broad market and sector exposures. * Figures as of 31 March 2021, unless specified.
Introducing thematic investing and the investment opportunities that arise from the structural changes in China. Strategically capture numerous companies with high-growth potentials with thematic investing.
China is undergoing a generational transformation to becoming a region that is driven by innovative, hi-tech industries. There are huge structural transformations taking place in China today, which are opening up new opportunities for thematic investment. Thematic investing aims to identify long-term macro trends that have the power to transform China and the wider world. By anticipating these trends from an early stage, seeking out the best quality Chinese companies that will benefit most from these trends, and by maintaining long-term investment exposure to these companies, investors can achieve compelling and sustainable long-term growth.
Why China Thematic Investing?
1
Kelvin is the Head of Sales, Retail Distribution, South East Asia with Allianz Global Investors based in Singapore. He joined the firm in 2016 and is responsible for the Retail Business in Singapore and SEA. Before joining AllianzGI, Kelvin was Head of Intermediary Business (Banks) at Schroders where he was responsible for the distribution of Mutual Funds in Singapore, business development and sales and product strategies targeting both retail and private banks.
Director Head of Sales, Retail Distribution, South East Asia
Kelvin Lam
Penny joined Allianz Global investors in February 2018 as part of the Retail Distribution team in Singapore. She is responsible for handling the relationships and business development with various business partners in South East Asia, particularly Malaysia. Prior to joining AllianzGI, she was the Head of Distribution in Amundi Malaysia and the Head of IUTA in AmFunds Management Berhad, leading the sales team in servicing all Institutional distributors of the company.
Vice President, Retail Distribution, South East Asia
Penny Leong
Mr. Jue is a portfolio manager, a senior research analyst and a director with Allianz Global Investors, which he rejoined in 2017 after previously working with the firm from 2005 to 2014. He is a member of the Global Technology team and focuses on hardware, networking and software companies. Mr. Jue also assists the team in the management of several technology-specific portfolios. He has 20 years of investment-industry experience. He previously worked at Rainier Investment Management and RBC Capital Markets. Before that, he worked in various marketing, finance and accounting roles with a division of Gillette; he was also a CPA with KPMG. Mr. Jue has a B.S. in business administration from Northeastern University and an M.B.A. from the University of Chicago Booth School of Business.
Director Portfolio Manager, Senior Research Analyst, Technology
Stephen B. Jue
Allianz Global Investors is a leading active asset manager with over 690 investment professionals in 24 offices worldwide and managing EUR 633 billion in assets for individuals, families and institutions. Investing is a journey, and we seek to create value with our clients every step of the way. We invest for the long term, employing our global investment and risk capabilities and sustainable investing expertise to create innovative solutions that anticipate future needs. We believe in solving not selling – our goal is to elevate the investment experience for clients, wherever they are based and whatever their investment objectives. Active is: Allianz Global Investors Data as at 30 June 2021
Join Allianz Global Investors as we discuss on ways to harness the investment potential of megatrends brought forth by the evolution of intelligent cities.
What are intelligent cities? Intelligent cities use the latest technologies and data to create efficiencies, improve sustainability, promote economic development, and enhance quality of life factors for people living and working in cities. Cities are home to more than half of the world’s population, and they are expected to contribute to the majority of global growth over the next decade. This unprecedented rate of urbanisation and its inherent boost in resource consumption has created a need for a new type of city that can be smarter, more ecological, and, ultimately, sustainable long into the future. Smart technologies can help cities meet these challenges, and they are already enabling the next wave of public investment. Allianz Global Intelligent Cities is a multi-asset total return strategy that is designed to provide both capital appreciation and current income by investing in innovative companies across the capital structure benefitting from the growth of smart cities. Their growth should only accelerate over the coming years and the potential is limitless. We are excited about the investment opportunities presented, and believe our research-driven, bottom-up process is the most effective means to capture the value generated from the smart cities megatrend as we build a better future.
Intelligent Cities: Building a better future through innovation
panellists
His role is to manage the mutual fund product desk and platforms, called Nomura iFUND and Nomura iWEALTH, as well as develop new business opportunities. Prior to Capital Nomura Securities, he was Head of Managed Investment at Standard Chartered Bank (Thai) and Fund manager at Private Wealth Management, Deutsche Bank (Bangkok).
EVP, Head of Mutual Fund Business Development at Capital Nomura Securities Pcl.
Sukit Jaratchaiwanna, CFA, FRM
Danny is the Head of Managed Investments and Investment Advisory. He has a Commerce Degree from Monash University (Melbourne) and MBA from the University of New South Wales in Sydney. Danny spent his first seven years of his career as an Equity Investment Analyst. He was part of an award winning Malaysia Equity Research team at Credit Lyonnais Securities Asia (CLSA) as voted by AsiaMoney and Euromoney Magazine in 1998 to 2000. Thereafter he spent a considerable amount of time as the Investment Head in Malaysia before joining Standard Chartered Bank (Singapore) in 2010 as Director for Investment Advisory and Strategy. He returned to Malaysia in 2015 to assume the current role. Danny is an endurance weekend warrior including endeavours such as running 250km self supported across the Gobi Desert, completing the IronMan triathlon and riding some of the mountain passes of the Tour de France. His recent challenge includes representing Standard Chartered as staff athlete for the Belt and Road Relay, running 10km every day across 44 countries over 90 days.
The admirable early fight against the pandemic has succumb to the challenge of the more virulent delta strain. Tragedy and loss, to both lives and livelihoods throughout ASEAN has increased as the vaccine roll-out slowly starts to gather momentum. Yet this is a resilient and tough region, with resourceful entrepreneurs and compassionate companies who have overcome much adversity over the last century. Has the pandemic recalibrated the significance and ambition of ASEAN as a leading wealth creation region? Will ESG investing, and the long-term mindset involved, create a more sustainable, healthier and happier region for all? Aside from the practical aspects of accessing on-shore clients, has the pandemic precipitated changes in business models and created greater opportunities for collaboration between onshore and offshore entities? What industry innovations and reforms can help underpin the rebound and recovery across the region? Panellists:
Resilience, recovery and rebound
ASEAN Perspective:
In what has been a difficult period for all ASEAN countries, Malaysia has endured its own political upheavals which seem to be drawing to a conclusion. For the investment industry, progress, through measured, is being made in greater product access, international connectivity and Shariah compliant capabilities. Malaysian retail clients, like everyone in ASEAN, have had the importance of a diversified portfolio highlighted to them over the covid crisis. Funds focused on the two superpowers, America and a rising China, have done particularly well this year, as have funds with a technology driven investment universe. How are Malaysian distributors responding to market changes and supporting their clients through these difficult periods? Where should energy be focused to release the next phase of fund access and investor confidence? Are there different on-shore / offshore models coming over the horizon? Panellists:
Stability and consistency under challenging conditions
Malaysia:
Til March 2021, the Philippine unit investment trust funds (UITFs) market posted remarkable YoY growth of almost 60% encapsulating the continued regulatory support and growing confidence of Filipino investors in asset managers and the fund market. It has been digital and tech focused funds which have drawn the strongest investor interest over the last year, while ESG centric products have had a slower rollout in Manila. The regulatory agenda of the Bangko Sentral ng Pilipinas (BSP) under the “Trust Business Model Initiative” will have a busy end to 2021 with further reforms implemented, however further work remains to provide access to sophisticated products such as derivatives, structured products and the wider alts investment universe. Will these changes secure the next phase of growth for the Philippine market? How are the leading players adapting to evolving client demands and enhanced expectations? Panellists:
Securing the next phase of growth and confidence
Philippines:
After an understandable dip in AUMs throughout 2020, in the first half of this year Thai investors have renewed their desire for foreign investment funds (FIFs), particularly equity focused funds. China focused equity funds have led the advance with over $2.1 billion USD of inflows, whilst global equity funds secured $1.5 billion USD in new assets during the first half of 2021. Thai investors, and their distribution partners, have driven an impressive 80+% YoY increase in ESG themed funds, yet Thai focused funds, with the Kingdom's relative robust ESG disclosures have had a muted start to 2021. What product classes and innovations will capture client demand into 2022? How is the industry preparing for the new liquidity risk management rules which will be promulgated next year? How is the historical divide between offshore and onshore solutions/providers evolving and maturing? Panellists:
Stepping forward amidst tough headwinds
Thailand:
Charnwut Roongsangmanoon, FRM, Executive Vice President, Head of International Funds Charnwut manages international funds (AUM of 28 billion Baht) including international equities, and bonds, alternatives, multi-assets and currency exposure. He is a member of Investment Committee and a member of Internal Credit Rating Committee. He has wide experience in Thai mutual fund management. He has worked with MFC since 2005. Charnwut holds a Ph.D. in Finance from Nanyang Technological University, Singapore, an M.B.A. from National Institute of Development Administration (NIDA) and a B.Eng. in Chemical Engineering from Chulalongkorn University. He was awarded GARP’s Financial Risk Manager (FRM).
Charnwut Roongsangmanoon Ph.D., FRM
Mr. Caceres is responsible for the growth, development, and strategy of SCB Julius Baer’s international quality investment solutions and product offering. Mr. Caceres brings close to two decades of experience in finance, banking, and international investment management. Originally from North America, he has lived and worked in Asia since 2004. Most recently Mr. Caceres was Head of Managed Investment Solutions and Alternative Investments South East Asia at HSBC Private Bank - responsible for the firm’s investment mandate offering as well as private equity, hedge funds, and real estate. While at HSBC, Caceres was responsible for the strategic build-up and growth of the managed investment solutions offering, and his prior positions at the firm include leading equity sales and trading as well as hedge fund prime brokerage sales in Singapore. Over his 13-year tenure with HSBC, Mr. Caceres has worked across the investment banking and private banking divisions of the organization, serving both institutional as well as HNW and UHNW clients across Asia, Europe and the Middle East.
Managing Director, Head of Investment Advisory and Solutions
JOSEPH CACERES
Shang-Wei is currently Head of South-East Asia for Deutsche Bank Wealth Management (WM) and is based in Singapore. Shang-Wei sets and oversees the strategic direction, servicing the needs of ultra-high net worth and high net worth clients in South-East Asia. He also supervises and leads the coverage teams to drive business, achieving both operational and regulatory objectives for the region. Shang-Wei has almost 20 years of industry experience. Prior to his role at Deutsche Bank Wealth Management, he was the Head of Singapore and Malaysia at HSBC Private Banking from 2016 to 2020. Before joining HSBC, Shang-Wei was with UBS Wealth Management for more than a decade, first as a Client Advisor and later as a Desk Head. At UBS, Shang-Wei covered a variety of South-East Asian markets. Shang-Wei takes a keen interest in volunteering and charity work. He currently serves on the Management Committee of Autism Resource Centre (Singapore). He is also Chairman of The Purple Parade Ltd, a charity that aims to make Singapore a more inclusive nation for people with disabilities. Professional Qualification Shang-Wei obtained a Masters degree in Business Administration from the University of Western Australia.
Shang-Wei Chow
Head of Global Private Banking, South Asia, HSBC Private Banking
Philip Kunz
Philip Kunz is the Head of Global Private Banking, South Asia. In this role, he is responsible for driving and executing HSBC’s strategy for Private Banking across the region. Prior to re-joining HSBC in November 2017, Philip spent seven years with UBS managing the private banking team for Indonesia and most recently as the Wealth Management COO for South East Asia. Philip has more than 35 years’ of experience, including the last 20 years in Asia, working with international banks in the private banking industry including formerly with HSBC leading the South-east Asia team.
Head of Wealth Management, South-East Asia, Deutsche Bank
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Chan Ai Mei is the Chief Marketing & Distribution Officer of Affin Hwang Asset Management Bhd ("Affin Hwang AM"). In her capacity as Chief Marketing & Distribution Officer, she is responsible for the overall management and development of Products, Wealth & Advisory, Marketing & Communication as well as to oversee the distribution of funds through the Financial Institutional channel. She joined the company as the Head of Financial Institutional business in 2010 and assumed the role of Chief Marketing Officer in 2014. She was re-designated to her current role in 2017. During her stint as the Head of Financial Institutional Distribution, she was responsible for overseeing and driving the growth of third-party distribution channels for Affin Hwang AM and developing a team that services the financial institutions and business partnership teams that distribute our products. Prior to her role at Affin Hwang AM, she was with Standard Chartered Bank for five (5) years where she was involved in the Wealth Management business driving sales of investment products as well as leading a team of Investment Consultants. She also spent close to seven (7) years in Citibank as a Personal Banker and subsequently managed a team. She graduated with a degree in Bachelor of Commerce (majoring in Marketing) from the University of Auckland, New Zealand and is also a Certified Financial Planner.
Chief Marketing & Distribution Officer, Affin Hwang AM
EVP, Head of Mutual Fund Business Development, Capital Nomura Securities Pcl.
Managing Director, Head of Investment Advisory and Solutions, SCB Julius Baer
Caesar Antonino M. Ordonez, Jr., known in the industry as Sonny, has more than 20 years experience in the finance industry working in the dealership, corporate banking, fixed income fund management and research units of various banks and institutions. Prior to joining UnionBank, Sonny worked under BDO Trust & Investment Group as Senior Assistant Vice President – Investment Officer for the Investment Strategy and Research Unit for 9 years handling corporations. Sonny is currently the Head of Investment of the Private Banking Group of UnionBank and previously had the role of Chief Investment Officer of the Trust & Investment Services Group where under his management, the Portfolio Management Unit won 2 awards from the CFA Society Philippines for Best Managed Fund Of The Year for Peso Medium-Term Bond (2020) and Peso Balanced Fund (2021).
Smith L. Chua is the Chief Investment Officer of BPI Asset Management and Trust Corporation responsible for strategy formulation and execution of various investment mandates, spanning from domestic as well as foreign currency asset classes for institutional and individual portfolios. With Mr. Chua’s over two decades of experience in the financial markets, he leads his asset management team to assess and re-balance the allocation of client portfolios that are invested in multiple asset classes that will be able to outperform relative benchmarks. Mr. Chua has been recognized by The Asset Magazine as one of The Most Astute Investors and Lipper Leader Rankings cited funds under his management for their respective 3-year and 5-year performances. Prior to joining BPI, Mr. Chua served as Head of Treasury and Cash Management at Barnes and Nobles, Inc., Deputy Chief Investment Officer at ING Investment Management in Manila, and Head of the Structured and Derivatives Department at Metropolitan Bank and Trust Company. Mr. Chua received his Bachelor of Science Degree in Business Management (Honor’s Program) from the Ateneo de Manila University.
Chief Investment Officer, BPI Asset Management
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Rafael G. Ayuste, Jr., is Senior Vice President of BDO Unibank, Inc. He has been with BDO Unibank for more than eight (8) years. He is currently the Trust Officer and Head of BDO Trust and Investments Group and was the Trust Officer and Head of Wealth Advisory and Trust Group of BDO Private Bank, Inc. He has more than thirty-five (35) years banking experience, with twenty-seven (27) years in trust banking. He is a director of the Philippine National Reinsurance Corporation and head of the Investment Committee. He is a nine (9) term director and four (4) term president of the Trust Officers Association of the Philippines. He holds a Bachelor’s Degree in Business Administration from University of Sto. Tomas, a Master’s Degree in Business Administration (Nominee) from De La Salle University and an Executive Master’s Degree (Nominee) in Business Economics from University of Asia and the Pacific.
David Lim is the Head of Wealth Management, Singapore and Southeast Asia at BNP Paribas. He is a Member of the APAC Wealth Management committee. Home to the rapidly growing economies and the increase in the region’s domestic wealth, Singapore and Southeast Asia plays a pivotal role in BNP Paribas Wealth Management’s growth plan. David is responsible for growing the franchise and delivering value in one of the largest markets of the Bank. David joined BNP Paribas Wealth Management in January 2019. He brings over 25 years of industry experience to the Bank. His engagement with Wealth Management spans Citibank, UBS, Credit Suisse and Julius Baer. He was Credit Suisse’s Vice Chairman of Private Banking for Southeast Asia. Prior to that, he spent 12 years with Julius Baer and has held various senior positions including Vice Chairman Southeast Asia, Head of Private Banking Southeast Asia and CEO Singapore Branch. David has a Bachelor of Science (Business Administration) degree from the University of Southern California, USA and has attended the Asian Financial Leaders Program 2015/16.
