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Investment and Asset Management, Banking and Capital Markets, Finance, Macro Economy

Asian Investor Outlook

Investment strategies for the Trump era

Singapore |
Speakers include:
Simon Tay

Simon Tay

Singapore Institute of International Affairs

Helen Qiao

Helen Qiao

Bank of America Merrill Lynch

Charles Scully

Charles Scully

MetLife

Overview

Fast-changing political dynamics are now dominating world markets. Following Donald Trump’s election victory, and the Brexit vote a few months earlier, the global economy faces a period of uncertainty marked not only by divergent monetary policies but also by rising de-globalisation, against a backdrop of escalating technological change. In markets faced with more questions than answers, the hunt for yield is increasing pressure on investors to reposition their portfolios and rethink their appetite for risk. 

Does the predicted reflation of the US economy offer the best potential for long-term growth in this changing environment, particularly given the deflationary conditions in many other developed economies? How should institutions adapt their investment strategies and trading styles to weather this volatile cycle? What will be the best approach on China, India and other emerging markets as world trade flows come into question? What are the prospects for credit markets in this unprecedented era of interest rate volatility? Where will the major political risks be under the Trump regime?

Chaired by Henny Sender, the Financial Times’ Chief International Finance Correspondent, the FT’s Asian Investor Outlook, now in its third year, will bring together leading institutional investors, economists and asset managers to discuss the key factors that will define investment in the next 12 months, as a new, unpredictable US administration takes office.

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fallback Add to my Calendar 01/18/2017 08:30:0001/18/2017 13:00:00trueAsian Investor OutlookFast-changing political dynamics are now dominating world markets. Following Donald Trump’s election victory, and the Brexit vote a few months earlier, the global economy faces a period of uncertainty marked not only by divergent monetary policies but also by rising de-globalisation, against a backdrop of escalating technological change. In markets faced with more questions than answers, the hunt for yield is increasing pressure on investors to reposition their portfolios and rethink their appetite for risk. Does the predicted reflation of the US economy offer the best potential for long-term growth in this changing environment, particularly given the deflationary conditions in many other developed economies? How should institutions adapt their investment strategies and trading styles to weather this volatile cycle? What will be the best approach on China, India and other emerging markets as world trade flows come into question? What are the prospects for credit markets in this unprecedented era of interest rate volatility? Where will the major political risks be under the Trump regime?Chaired by Henny Sender, the Financial Times’ Chief International Finance Correspondent, the FT’s Asian Investor Outlook, now in its third year, will bring together leading institutional investors, economists and asset managers to discuss the key factors that will define investment in the next 12 months, as a new, unpredictable US administration takes office.Asian-Investor-Outlookb01b8512579d769208e8561c0ce64cb5MM/DD/YYYY

Asia Investor Outlook 2017

View the event photo

Agenda - 18th Jan

  • 8:30am
    Registration and Networking
  • 9:00am
    Opening remarks

    Angela Mackay, Global Publisher, FT Live, and Managing Director, Asia Pacific, Financial Times

    Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 9:15am
    Keynote interview

    Simon Tay, Chairman, Singapore Institute of International Affairs

  • 9:45am
    Panel: What’s on the horizon in the search for yield?

    For years, yield had been desperately hard to find in an environment marked by low growth, deflation and the quantitative easing that eventually led to negative interest rates in both Japan and the EU. The surge in public spending promised by the Trump administration, and the increasing certainty of higher interest rates in the US, could completely transform this landscape. To what extent will the US fiscal stimulus spark growth in other markets? Will rising rates prove to be a good thing, or will they climb too far and threaten financial stability? Is the great bond bull market over completely? How will products that did well when bond and equity markets both rose perform under a scenario where stocks and bonds de-couple? How are attitudes to risk and opportunity changing in response to other key factors, such as technological change, demographic shifts and geopolitics? 

    Taimur Baig, Managing Director and Chief Economist, Asia, Deutsche Bank

    Bryan Goh, Chief Investment Officer, Bordier & Cie, Singapore

    Ng Yong Ngee, Chief Executive Officer and Founding Partner, Tahan Capital Management

  • 10:35am
    Networking coffee break
  • 10:45am
    Presentation

    Tetsuya Iguchi, Editor-in-Chief, Editorial Headquarters for Asia, Nikkei Inc

  • 11:00am
    Panel: How will emerging markets perform in 2017?

    Emerging economies are looking increasingly vulnerable as investors prepare for the Trump regime.  How are the new President’s plans for fiscal stimulus, tighter trade policies and a reshaping of the Federal Reserve likely to impact developing markets around the world?  Which emerging markets hold the best potential against a background of geopolitical uncertainty, fragility in global trade, and monetary instability?

    Nitish Agarwal, Chief Investment Officer, Olympus Capital Asia Credit

    Alex Ng, Chief Investment Officer, Asia Pacific, BNP Paribas Investment Partners

    Helen Qiao, Chief Economist Greater China and Head of Asia Economic Research ex-Japan, Bank of America Merrill Lynch

    Charles Scully, Managing Director and Chief Investment Officer, Asia, MetLife Investments

  • 12:00pm
    Closing remarks

    Henny Sender, Chief Correspondent, International Finance, Financial Times

  • 12:05pm
    Lunch

Speakers (10)

Simon Tay

Simon Tay

Chairman
Singapore Institute of International Affairs

Simon Tay is Chairman of the Singapore Institute of International Affairs (SIIA), rated in 2015 as the best think tank in Asia and the Pacific. He is concurrently Associate Professor, teaching international law at the National University of Singapore, and author of the well-received book on Asian regionalism and the role of America, Asia Alone (2010, Wiley). Prof Tay is Senior Consultant at WongPartnership, a leading Asian law firm that practices across the region, with offices in Singapore, China and the Middle East. He serves on the boards of global companies Mitsubishi UFJ Financial Group, LGT Bank (Singapore) Ltd and Eurex Clearing Asia Ltd, and two leading Singaporean companies, Hyflux Ltd and Far East Organization. He has spoken at leading business gatherings such as the World Economic Forum, APEC CEO Summits and SIBOS, and briefed leading banks and major corporate boards about the politics and economics that matter to businesses. He has also served as Chairman of the National Environment Agency, and has taught as a visiting professor at Yale University, the Fletcher School, and Harvard Law School. He graduated in Law from the National University of Singapore and Harvard Law School, where he won the Laylin prize for the best thesis in international law.

Helen Qiao

Helen Qiao

Chief Economist Greater China and Head of Economic Research Asia ex-Japan
Bank of America Merrill Lynch

Helen Qiao is a Managing Director at Bank of America Merrill Lynch who joined the Firm in 2015 as Chief Economist for Greater China and Head of Asia Ex-Japan Economic Research, based in Hong Kong. Prior to that, Ms Qiao spent more than six years at Goldman Sachs as Senior China Economist and four years at Morgan Stanley as Chief China Economist. Previously, she worked at the World Bank Group in Washington DC and Lehman Brothers in Tokyo. Ms Qiao has written a wide range of thematic research papers on China. Her work has been published in media and academic journals, including the Journal of Policy Modeling. She has been ranked in the top three in each annual Institutional Investor research team survey from 2013 to 2015, and was Chief Economist of the Year in the CBN Financial Value Ranking in 2012 and 2014. Ms Qiao holds a BA in International Trade from the Renmin University of China, and a Master’s and PhD in Economics from Stanford University.

Charles Scully

Charles Scully

Managing Director and Chief Investment Officer, Asia
MetLife

Charles Scully is Managing Director and Chief Investment Officer for MetLife in Asia. He was appointed to this position in 2011, and in this role he has executive management responsibility for MetLife’s investment efforts in Japan, Korea, China, India, Hong Kong, Bangladesh, Malaysia, Australia, Nepal and Vietnam. Mr Scully has 30 years of investment management experience in various roles. In the 10 years prior to his current responsibilities, he was in charge of MetLife’s structured finance business and was the senior portfolio manager for the firm’s US$75 billion structured finance portfolio. His other past management responsibilities included launching MetLife’s collateralised debt obligation (CDO) asset management business, sector analysis of global asset-backed securities, asset liability management and privately placed debt analysis and origination. Mr Scully is on the Board of Directors of Sino-US United MetLife, the firm’s joint venture insurance operation in China in partnership with Shanghai Alliance Investment Ltd. He holds an MBA in Finance, Applied Economics and Corporate Accounting from the William E Simon School of Business at the University of Rochester, New York, and a BA in Economics and Political Science from the State University of New York College at Potsdam.

Angela Mackay

Angela Mackay

Global Publisher, FT Live and Managing Director Asia Pacific
Financial Times

Angela Mackay is Global Publisher of FT Live and Managing Director of FT Asia Pacific. Based in Hong Kong, she is a member of the FT’s global board. In Asia Pacific, Ms Mackay focuses on developing the group’s significant potential across the region. This includes FTChinese.com, the mainland's leading foreign-owned, Chinese-language news site, as well as the FT's burgeoning executive education business.

As Global Publisher for FT Live, Ms Mackay leads business and strategy development for events, membership and communities, such as 125 Forum and the Non-Executive Directors (NED) programmes. The FT stages more than 200 events around the world annually. Ms Mackay joined the FT in 2003 on its editorial team, serving as the Asia investment editor for two years.

Before joining the FT, she was Asia editor for Sunday Business from 1998 to 2001. Her previous roles include editor at The Economist Group, supervising producer at CNBC, deputy news editor at The Times in London, and UK correspondent for the Australian Financial Review.

Ms Mackay is a non-executive director of the FT/IE Corporate Learning Alliance, and a board member of the Hong Kong International Literary Festival, Asian Youth Orchestra and the Sovereign Art Foundation. She holds a BA in English Literature and an LLB, and was admitted as a solicitor in New South Wales and Victoria, Australia.

Ng Yong Ngee

Ng Yong Ngee

CEO
Tahan Capital Management

Ng Yong Ngee is Chief Executive Officer and one of the founding partners of Tahan Capital Management. He is responsible for its capital allocation, portfolio construction and risk management. He has more than 24 years of trading, investing and management experience. Mr Ng was previously with UBS where he was head of Emerging Markets Asia fixed income business. He was also a member of the APAC and GEM FICC Executive Committee responsible for capital commitment, risk management and operational and control matters, and he directly managed proprietary trading risk and led a large team of traders.  Mr Ng holds a Bachelor of Business from Nanyang Technological University, Singapore and a Masters degree in applied finance from Macquarie University, Sydney.

Tetsuya  Iguchi

Tetsuya Iguchi

Editor-in-Chief, Editorial Headquarters for Asia
Nikkei Inc.

Tetsuya Iguchi has been Editor-in-Chief, Editorial Headquarters for Asia of Nikkei Inc. since 2014. He joined Nikkei Inc. in 1985 and has held various posts as a staff writer and an editor, including Deputy Managing Editor, Editorial Bureau (Tokyo), Nikkei Inc, from 2013 to 2014 and Editor-in-Chief for the Nikkei Business Daily from 2011 to 2013. He also worked in London as a chief correspondent from 1995 to 1998. He has a BA in Political Science from Waseda University, Japan.

Alex Ng

Alex Ng

Chief Investment Officer, Asia Pacific
BNP Paribas Investment Partners

Alex Ng joined BNP Paribas Investment Partners (the successor of Fortis Investments and ABN AMRO Asset Management) in 1988, and has 28 years of investment experience acquired in the US, Malaysia, Singapore, and Hong Kong. He holds a Bachelor’s degree in Economics from the University of California at Los Angeles (UCLA) and served on the board of governors of the CFA Institute from 2003 to 2006 and on the Listing Committee of The Hong Kong Stock Exchange from May 2006 to July 2010.

Taimur Baig

Taimur Baig

Managing Director and Chief Economist, Asia
Deutsche Bank

Taimur Baig is Managing Director and Chief Economist Asia at Deutsche Bank.  He joined the bank in 2007 and heads up the Asia Economics team with responsibility for the analysis and forecasts for the ten key Asian economies.  He also advises the bank’s management and clients on regional risks and opportunities.  Prior to joining the bank, Dr Baig spent eight years at the International Monetary Fund, based in Washington, DC, where his last position was Senior Economist. During his career in the IMF, he covered monetary policy and exchange rate issues in Japan, India, Argentina, Saudi Arabia, Pakistan, and the Philippines. He also worked for two years in the organization's fiscal affairs department, focusing on fiscal policy implementation in emerging economies.  Dr Baig studied at the University of Illinois at Urbana-Champaign, the London School of Economics, and Wabash College. He has published numerous articles and reviews on economic policy and analysis, including in Review of International Economics and IMF Staff Papers.

Bryan Goh

Bryan Goh

Chief Investment Officer
Bordier et Cie , Singapore

Bryan Goh is Bordier & Cie’s chief investment officer for Singapore. He has over 20 years of investment management experience, with a focus on finding investment opportunities and solutions in  under-researched, and overlooked regions of the economic and financial topology.  Before joining Bordier & Cie, he served as head of alternative investments at DBS Private Bank for over four years, during which he developed and originated liquid, regulated and transparent mutual fund products for clients. Prior to that, Mr Goh was co-founder and partner at First Avenue, a global alternative investment advisory and capital placement firm with business lines encompassing both private funds and direct corporate transactions. During his time at First Avenue, he also served as its head of origination and due diligence. He began his career in 1994 as an equities trader and later attained a portfolio manager position at Arab Bank PLC in London. In 2004, he joined the OAKS Family Office as a director, and was also appointed as its principal manager for hedge fund investments. Mr Goh holds an MSc in Economics, Econometrics and Mathematical Economics from the London School of Economics.

Nitish Agarwal

Nitish Agarwal

Chief Investment Officer
Olympus Capital Asia Credit

Nitish Agarwal has more than 20 years of experience in underwriting, structuring and managing private debt in Asia. He has invested more than $500 million in direct lending in Asia over the last four years at Olympus Capital Asia Credit. Before setting up the credit platform at Olympus Capital, Mr Agarwal was Managing Director of the Global Financing Solutions (Asia) business at Barclays. He holds a degree in electronics engineering and an MBA from the Indian Institute of Management, Ahmedabad, India.

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Chair (1)

Henny Sender

Henny Sender

Chief Correspondent, International Finance
Financial Times

Henny Sender joined the Financial Times in 2007. She was previously the Wall Street Journal's Senior Special Writer for the Money & Investing section and covered private equity and hedge funds. Before joining the Journal, Ms Sender worked in Hong Kong for nearly 10 years and covered regional finance for the Wall Street Journal Asia and the Far Eastern Economic Review. Prior to that, she was in Tokyo for five years for Institutional Investor. Ms Sender was part of a team at the Journal that won a Loeb award for coverage of the meltdown of Amaranth, a hedge fund. Her work on the overseas Chinese received a citation from the Overseas Press Club and she was a finalist for the National Magazine Awards. Her book on India, The Kashmiri Pandits, was published by Oxford University Press. Ms Sender holds an MS from the Columbia University School of Journalism. She is a member of the Council on Foreign Relations.

Why attend?

• Hear the expert analysis and opinions on the macro-economic outlook and the key risks and opportunities likely to face the market in 2017
• Find out the prospects for China, India and other emerging markets as developed economies continue to struggle
• Learn how and why technology is becoming inextricably linked to global macro-economic performance
• Gain unrivalled insights into the likely hot spots for yield in the next 12 months - which asset classes will deliver, from alternatives to equities, fixed income to commodities?
• Take advantage of unparalleled networking opportunities with chief investment officers, strategies, portfolio managers, economists and leading investment experts

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Who attends?

This event has been produced to meet the needs of senior executives and other finance, business and investment professionals, including:

Chief Investment Officers
Chief Executive Officers
Chief Finance Officers
Chief Strategy Officers
Head of Investment
Head of Asset Allocation
Heads of Equity / Debt / Fixed Income/ Emerging Markets
Heads of Portfolios / Portfolio Managers
Heads of Private Equity / Sovereign Wealth Fund 
Investment / Fund Managers
Asset / Wealth Managers
Fund Selectors
Venture Capitalists / Hedge Fund Managers
Partners/ Managing Partners

A limited number of paying places, priced at US$595 per delegate, will be available for senior representatives of asset management firms, investment banks, legal and consultancy firms, technology and payments companies and other professional services companies. Click here to register your places.

Limited complimentary places are available for senior investment professionals operating in the following areas:

Endowments
Family Offices
Government
Hedge Funds
Insurance Companies
Pension Funds
Private Banks
Private Equity
Sovereign Wealth Funds
*These complimentary places are strictly limited and subject to approval of the Organizer. To apply these places, please email to ashley.li@ft.com for verification and registration.

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Venue

The Fullerton Hotel Singapore
1 Fullerton Square
Singapore 049178

Singapore

Tel: +65-6733 8388

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Organised by (1)

Financial Times Live (FT Live) is the global conferences and events division of the Financial Times Group. Chaired by senior journalists from the Financial Times Group, the summits, conferences, awards and strategic forums organised by FT Live gather the world’s brightest minds and most influential decision-makers.

Exclusive on-stage interviews, stimulating presentations and lively panel debates – available on multiple content platforms – provide the cutting-edge insights, unique personalities and peer audience engagement that have the power to transform finance, business, politics, society and culture.

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. Providing essential news, comment, data and analysis for the global business community, the FT has a combined paid print and digital circulation of 840,000. Mobile is an increasingly important channel for the FT, driving more than half of total traffic.

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Connecting the Wealth Community in Asia

Asian Wealth Community actively connects investor and private wealth stakeholders specifically in China, Hong Kong, Singapore and Indonesia. Our Mission is to support our members with opportunities and being a platform for dialogue. As an industry association, we also believe in contributing to an inclusive society with social partnership.

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Our Mission is to foster greater understanding of the importance of venture capital and private equity to the economy in support of entrepreneurship and innovation and to look after the interests of our members. 
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Caproasia Online:

Caproasia Online is an E-Magazine for Wealth Managers, Private Bankers & Investment Professionals, providing the most exciting content for Asia's wealth management and investment professionals. Collectively, they manage more than $20 trillion assets in Asia.

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Bell Pottinger provides best-in-class public relations services to leading regional and multinational companies. We support clients across Asia through our regional headquarters in Singapore and our network of offices, which includes Malaysia, Hong Kong and Myanmar. Our team offers expert counsel across the spectrum of corporate and financial communications, public affairs and crisis management. We work in every industrial and commercial sector, from large-scale infrastructure projects to financial services and technology companies. We advise our clients on various opportunities and challenges, from IPO, M&A and corporate launches, to government relations and reputational issues. Our integrated approach is underpinned by a strong digital expertise and focused on delivering measurable business results.

Contacts

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Financial Times
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Speaking Opportunities
Financial Times
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Delegate Booking And Registration Enquiries
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Media Partner And Press Enquiries
Financial Times