Agenda

8:00 am-9:00 am

Breakfast and Registration

9:00 am-9:10 am

Chair's Opening Remarks

Conference Co-Chairs

9:10 am-9:40 am

Keynote Presentation: The Outlook for Asia's Capital Markets

A leading strategist gives the outlook for Asia, exploring recent and potential trends and policy moves across the region, and how these could impact capital markets and money flows, so setting the context for the discussions to follow.

Speaker(s)

  • Mark Mobius, Executive Chairman, Templeton Emerging Markets Group
9:40 am-10:10 am

 Keynote Interview: View From The Top (Part One)

The CEO of a leading asset management company discusses the state of the industry with an FT journalist. 

Conference Co-Chairs

  • Henny Sender, Chief Correspondent, International Finance, Financial Times

Speaker(s)

10:10 am-11:10 am

Panel Discussion: The Asset Management Industry Today

A broad-ranging discussion on the state of the asset management industry, looking at the regulatory reforms that followed the financial crisis and the other major changes - both within and outside the sector - that have transformed the industry and will affect its development in Asia.

Conference Co-Chairs

Speaker(s)

11:10 am-11:30 am

Networking Break

11:30 am-12:00 pm

Keynote Interview: View From The Top (Part Two)

A leading investor shares insights on Asia with an FT journalist.

Conference Co-Chairs

  • Henny Sender, Chief Correspondent, International Finance, Financial Times

Speaker(s)

12:00 pm-12:30 pm

Keynote: View From The Top (Part Three)

A leading asset manager discusses the changing investment landscape

Conference Co-Chairs

Speaker(s)

  • Bill Maldonado, Chief Investment Officer, Asia Pacific, HSBC Global Asset Management
12:30 pm-1:30 pm

Panel Discussion: What Institutional Investors Want and Need - a discussion on their current strategies and new ones they are exploring

The assets under management held by sovereign wealth funds, pension funds and other large financial institutions, such as insurance firms, are continuing to grow rapidly, particularly in Asia. Mandates differ, with some funds taking a relatively conservative approach and investing mainly in fixed income and some equities, while others have diversified into other asset classes such as real estate and infrastructure. What sources of return should investors be looking at, and what are the associated risks? How should they be dividing portfolios between low-cost market returns (or beta) from passive managers, and more expensive active managers that offer the potential of above market returns (or alpha)? Where are the key opportunities in Asia today? Where are the roadblocks? How important is the quality of the service provider and does it pay to diversify managers as much as possible?

Conference Co-Chairs

Speaker(s)

1:30 pm-2:30 pm

Networking Lunch

2:30 pm-3:00 pm

Keynote: The Next Generation of Alternative Investing

How different approaches are evolving as more sophisticated investors enter the market.

Speaker(s)

3:00 pm-4:00 pm

Panel Discussion: China - The next wave

China is now the world's second largest economy and could in the not so distant future overtake the US as the largest. It holds substantial influence in the global economy and financial system. Yet its currency is still not fully convertible and its asset management industry is substantially under-developed. How will the QFII, QDII and RQFII programmes evolve? How should investors and asset management firms position themselves for the opening of what could become the world's largest market for investment funds?

What is the outlook for the Chinese economy, and where are the opportunities and risks that will emerge for institutional investors focused on the mainland?

Conference Co-Chairs

Speaker(s)

  • Peter Alexander, Principal, Z-Ben Advisors
  • Paul Chan, Chief Investment Officer, Asia ex-Japan, Invesco
  • Steve Chiu, Managing Director, Bosera Asset Management
  • Christina Choi, Director of Investment Products, Securities and Futures Commission, Hong Kong
  • Jing Ulrich, Managing Director and Chairman of Global Markets, China, JP Morgan
4:00 pm-4:20 pm

Networking Break

4:20 pm-4:50 pm

Keynote Interview: View From The Top (Part Four)

A leading investor discusses the outlook for alternative asset classes.

Conference Co-Chairs

  • Henny Sender, Chief Correspondent, International Finance, Financial Times

Speaker(s)

  • Wesley Edens, Co-Founder, Principal and Co-Chairman, Fortress Investment Group
4:50 pm-5:50 pm

Panel Discussion: Managing Institutional Portfolios - The role of alternative investments in the search for outperformance

Market returns may prove too low in a low-growth world to keep assets in line with liabilities, so investors are looking to alternative asset classes for uncorrelated sources of return with the potential to outperform. Strategies include distressed debt, managed futures, catastrophe bonds, credit arbitrage and direct lending. How do these fit into traditional portfolios? What are the risks and rewards and how are managers executing these new mandates? What are the most popular alternative assets for institutions in Asia?

Conference Co-Chairs

  • Henny Sender, Chief Correspondent, International Finance, Financial Times

Speaker(s)

  • Oliver Bolitho, Head, Asia Pacific, Goldman Sachs Asset Management
  • Grant Kelley, Co-head of Asia Pacific, Apollo Global Management
  • Stephen Roberts, Head of Investments, Asia Pacific, Mercer Investments
  • Joe Zhou, Chief Investment Officer and Executive Director, Ortus Capital Management
5:50 pm-6:00 pm

Chair's Closing Remarks

Conference Co-Chairs