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Investment and Asset Management, Finance, Banking and Capital Markets

FT Investment Management Summit Asia 2017

Finding Growth amid Political, Financial and Technological Disruption

Hong Kong |
Speakers include:
Daisuke Hamaguchi

Daisuke Hamaguchi

Pension Fund Association, Japan

Andrew Claerhout

Andrew Claerhout

Ontario Teachers’ Pension Plan

Fan Bao

Fan Bao

China Renaissance

Overview

Political disruption, de-globalisation and monetary volatility look set to dramatically alter the investment landscape. Investors and market participants have to adjust to the combined effect of Donald Trump’s Presidency, the inexorable march towards Brexit, the unpredictable impact on populism on the rest of the Eurozone, and a world without as much central bank liquidity to absorb potential shocks.

For investors, it is critical to rebalance portfolios for this new era and analyse the outlook for yield across the full spectrum of asset classes. Chaired by senior Financial Times journalists, the Investment Management Summit Asia will explore these issues in depth, and also discuss the challenges and prospects for China, India and other emerging markets as trade dynamics shift significantly.

Now in its sixth year, the Summit is an unrivalled forum for leading Asian pension funds, insurers, sovereign wealth funds, private equity firms, hedge funds and other asset owners and managers to share their perspectives on global markets, the key areas of opportunity and risk and the most effective strategies for growth.

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fallback Add to my Calendar 06/15/2017 08:00:0006/15/2017 19:00:00trueFT Investment Management Summit Asia 2017Political disruption, de-globalisation and monetary volatility look set to dramatically alter the investment landscape. Investors and market participants have to adjust to the combined effect of Donald Trump’s Presidency, the inexorable march towards Brexit, the unpredictable impact on populism on the rest of the Eurozone, and a world without as much central bank liquidity to absorb potential shocks.For investors, it is critical to rebalance portfolios for this new era and analyse the outlook for yield across the full spectrum of asset classes. Chaired by senior Financial Times journalists, the Investment Management Summit Asia will explore these issues in depth, and also discuss the challenges and prospects for China, India and other emerging markets as trade dynamics shift significantly.Now in its sixth year, the Summit is an unrivalled forum for leading Asian pension funds, insurers, sovereign wealth funds, private equity firms, hedge funds and other asset owners and managers to share their perspectives on global markets, the key areas of opportunity and risk and the most effective strategies for growth.FT-Investment-Management-Summit-Asia-2017f136424407ef5da3a82235d8529f83f2MM/DD/YYYY

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Testimonials

Testimonials from last year's delegates:

“Very detailed and precise discussions at the event.” - Neha Pathak, Karma Capital Advisors Pvt Ltd.

 “A timely well organized conference covering asset management over the region.” - Terry Mahony, Vina Capital

“A well-rounded event involving various stakeholders in the investment management world.” - Ageas

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Speakers (15)

Daisuke Hamaguchi

Daisuke Hamaguchi

Chief Investment Officer
Pension Fund Association, Japan

Daisuke Hamaguchi is the Chief Investment Officer of Pension Fund Association (PFA), Japan. He is responsible for managing assets totaling US$110 billion. He leads a team of seven directors, and an investment staff of 30, overseeing Domestic and International Equities, Fixed Income, Alternative Investments, Private Equity, Real Estate, Investment Strategies, and Administration. Prior to joining PFA in 2005, Mr Hamaguchi was the Chief Investment Officer of Mitsubishi Corporation’s Pension Fund, and was also the Deputy Treasurer of Mitsubishi Corporation. Prior to these positions, he was with Mitsubishi’s Capital Markets Group for over 20 years. There he worked in a broad range of areas, including M&A advisory, private equity investment, corporate finance, derivatives trading, ABS and MBS portfolio management, hedge fund investment, and copper trading. He lived in London from 1990 to 1999. Mr Hamaguchi received a Bachelor’s degree in Nuclear Engineering from Kyoto University, Japan, and an MBA from Massachusetts Institute of Technology.

Andrew Claerhout

Andrew Claerhout

Senior Vice-President, Infrastructure & Natural Resources
Ontario Teachers’ Pension Plan

Andrew Claerhout leads Teachers’ Infrastructure & Natural Resources Group. He is responsible for delivering long-term, predictable value and hedges against inflation by making direct investments in infrastructure on a global basis. Additionally, Mr Claerhout is responsible for physical investments in natural resources, such as timberlands, oil and gas assets and farmland. Mr Claerhout joined Ontario Teachers’ in 2005 and has held positions of increasing responsibility culminating with his appointment as Senior Vice-President, Infrastructure in 2013. Prior to that he was Vice-President, Private Capital, where he managed the consumer, retail and industrial sectors. Mr Claerhout also previously headed Ontario Teachers’ London office from its opening in 2007 until returning to Toronto in 2009. Mr Claerhout has extensive international experience, having worked for Pacific Equity Partners in Australia and Bain & Company in Hong Kong before his involvement with Ontario Teachers’ in the UK. While at Private Capital, he was involved in a number of private equity transactions across various geographies and industries. Mr Claerhout is a member of the Heritage Resource Advisory Board, a director of Global Container Terminals and Heart & Stroke Foundation of Canada, and serves on the boards of Ontario Airport Investments Limited and AndesCan. He earned his HBA at the Ivey Business School at Western University, completed the Stanford Executive Program, and has an ICD.D certification from the Institute of Corporate Directors.

Fan Bao

Fan Bao

Chairman and CEO
China Renaissance

Fan Bao is Chairman and Chief Executive Officer at China Renaissance, a leading financial institution serving China’s most innovative new economy companies. Since establishing China Renaissance in 2004, Fan has led the firm to successfully complete over $80 billion USD in transactions, including initial public offerings, mergers and acquisitions, and private fundraising deals. Fan is also Chairman of the Board at Huajing Securities, a joint-venture securities firm partly owned by China Renaissance. Fan began his investment banking career at the dawn of the internet era in the late 1990’s. He worked with Morgan Stanley and Credit Suisse for 7 years, advising on equity and debt financing, M&A, and restructuring transactions worldwide. Inspired by his client’s entrepreneurial zeal, Fan joined Chinese IT and software service provider AsiaInfo Holdings, Inc., where he served as chief strategy officer. He then went on to found China Renaissance in order to provide fund-raising and strategic advice to entrepreneurs, particularly those using the internet and information technology to create high-growth business models. He has advised on some of China's top technology deals, including the public listing of e-commerce firm JD.com (JD.O) and the formation of ride-hailing company Didi Chuxing. Fan holds an M.S. in Economics from the BI Norwegian Business School and a B.S. from Fudan University.

Jeff Boswell

Jeff Boswell

Strategy Leader, Developed Market Credit
Investec Asset Management

Jeff Boswell is responsible for managing and leading the development of the developed markets credit platform at Investec Asset Management. His responsibilities include acting as a portfolio manager across a range of Investec Asset Management credit funds. Prior to joining the firm, Mr Boswell worked at Intermediate Capital Group PLC as Head of Portfolio Management within its Credit Fund Management division. He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies. Prior to this he was at Investec Bank Ltd as Head of Acquisition Finance, where he established the Acquisition Finance platform and led the development of a third party asset management Collateralised Loan Obligation (CLO) platform. Previously he also held structured and leveraged finance roles at NIB Capital (London) and BOE Merchant Bank (South Africa). Mr Boswell holds a Bachelor of Commerce Honours (Cum Laude) degree from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder.

Dave Brochet

Dave Brochet

Managing Director, Asia Pacific
Caisse de dépôt et placement du Québec (CDPQ)
Kieran Calder

Kieran Calder

Head of Equities Research Asia
Union Bancaire Privee

Based in Singapore, Kieran Calder leads Union Bancaire Privée’s Equities Research team in Asia and is responsible for regional stock market coverage. He worked for more than 15 years in financial markets in Asia including Japan, on both the institutional sell-side and buy-side, before entering the private wealth industry. Most recently Mr Calder was Head of Equities and Research with Macquarie Capital Securities in Malaysia. Before Macquarie, he was a partner and portfolio manager with specialist Japan fund management firm Lupus alpha Asia. He was also previously a ranked analyst with CLSA Asia-Pacific Markets. Mr Calder is a Chartered Financial Analyst. He holds an MBA from the University of Chicago Booth School of Business.

Paul Carrett

Paul Carrett

Group Chief Investment Officer
FWD Group

Paul Carrett is the Group Chief Investment Officer of FWD Group. He leads FWD’s investment function across the group, assisting country operations with their investment strategies and asset allocations in line with business plans. Before joining FWD Group, Mr Carrett was Regional Director for the investment arm of Prudential Corporation Asia, as well as a member of its Regional Investment Strategy Committee. He was responsible for investment and asset liability management aspects of the portfolio across the region. Mr Carrett established his own consulting firm, Carrett & Co., in 2013. Prudential’s regional investment team was a client, before he joined the company. He has more than two decades of experience in financial services. He was Head of Insurance Solutions in Asia at UBS, Head of Insurance Solutions at JP Morgan, and Executive Director for Insurance Solutions at Goldman Sachs. Prior to that, he was with Goldman Sachs as Executive Director, Structured Solutions Sales, and moved to Hong Kong in 2007 to build an Insurance Solutions business covering clients across Asia. Earlier, he held roles in Australia with Allco Finance Group, National Australia Bank, and Tillinghast. Mr Carrett has a Bachelor of Economics degree in Actuarial Studies from the Australian National University, and is a Fellow of the Institute of Actuaries of Australia.

Goodwin Gaw

Goodwin Gaw

Founder and Managing Principal
Gaw Capital Partners

Goodwin Gaw is the Founder and Managing Principal of Gaw Capital Partners, a real estate private equity fund management company that focuses on Greater China and other high-barrier-to-entry markets globally. Gaw Capital has raised five commingled funds targeting the Greater China and Asia Pacific region since 2005. The firm also manages opportunistic funds in Vietnam and the US along with a Pan Asia hospitality fund. Additionally, it provides services for separate account direct investments globally. At the end of 2016, Gaw Capital had raised equity in excess of US$$7.7 billion and had US$12.8 billion of assets under management, encompassing residential developments, retail centres, hotels, and commercial and logistics properties. Mr Gaw has over 20 years of real estate investment and management experience in the US and Asia. He founded Downtown Properties in 1996 and serves as Managing Principal. He is especially interested in re-positioning distressed heritage properties --  currently  including the renovation of the iconic Hollywood Roosevelt Hotel and the conversion of over 456,000 square feet of vacant historic buildings into residential lofts in downtown Los Angeles. Mr Gaw received a BS in Civil Engineering from the School of Engineering at the University of Pennsylvania, a BS in Finance from the Wharton School at the University of Pennsylvania, and an MS in Construction Management from Stanford University.

Arsa Indaravijaya

Arsa Indaravijaya

Senior Director, Head of Investment Strategy
Government Pension Fund, Thailand
Gokul Laroia

Gokul Laroia

Co-CEO, Asia Pacific
Morgan Stanley

Gokul Laroia is Co-CEO of Morgan Stanley Asia Pacific and Head of the Sales & Trading Division for Asia. He joined Morgan Stanley in 1995, and moved to Hong Kong in 1997. His prior responsibilities include Co-Head of the Investment Banking Division, Asia Pacific (2009-2011); Co-Head of Global Capital Markets, Asia (2004-2009); and Head of M&A, Asia Pacific (2003-2004). Mr Laroia has worked in New York, Mumbai, Singapore and Hong Kong. He holds a Bachelor's degree from St Stephen’s College, Delhi, and an MBA from the University of Delhi.

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.

Soroosh Shambayati

Soroosh Shambayati

Partner
LJ Partnership

Soroosh Shambayati is a Partner at LJ Partnership. He has over 24 years of experience in banking and finance. He was most recently co-Head of Global Markets at Renaissance Capital and a member of the board of Renaissance Credit in Russia. Prior to that, he acted as the Global Chairman of Emerging Markets at Nomura International. He has run various sales and trading operations at Lehman Brothers, Citigroup, Goldman Sachs and Bankers Trust focused on global Emerging Markets. Mr Shambayati holds a PhD from Harvard University, Masters of Science and Philosophy degrees from Yale and an AB degree in Mathematics and Chemistry from Occidental College.

Tom Speechley

Tom Speechley

Partner
The Abraaj Group

Tom Speechley is a Partner at The Abraaj Group, a leading private equity investor operating through more than 20 offices across Africa, Asia, Latin America, the Middle East and Turkey, with global hubs in London and New York. The Group currently manages around US$10 billion across regional, sector and country-specific funds. Mr Speechley joined the Group in 2006 as an Investment Director and since then has been responsible for investments in a number of countries across global growth markets. In addition to overseeing various parts of the Group’s investment activities, he has sat on the main Board of Abraaj, its Investment Committee and Management Executive Committee. He has also been responsible for overseeing the creation of new funds and has led the expansion of Abraaj into several new growth markets. In 2012, as Chief Executive Officer of Aureos Capital, Mr Speechley co-led the integration of Aureos into The Abraaj Group. In 2013, he opened the firm’s New York office from where, as Head of Global Markets, he was responsible for capital raising for the Group globally, a position he held until 2016. Prior to joining Abraaj, he had a successful career in law in London and New York and became a partner with two leading international law firms. Mr Speechley is a member of the Board of Directors of the Emerging Markets Private Equity Association (EMPEA); a Global Board member of Junior Achievement (JA Worldwide), an organisation that invests in young people to help them develop essential workplace skills; and a senior advisor to Endeavor, an organization dedicated to supporting high impact entrepreneurs across Africa, Asia, the Middle East, Europe and the Americas. Mr Speechley is also a Fellow of the Royal Society of Arts in the UK. He has a First Class Honors degree in Law from the University of Sheffield, UK, where he was a Falconer Prizeman.

Jason Tan

Jason Tan

Senior Partner and Head of Asia
Tiger Global Management

Jason Tan is Senior Partner and Head of Asia at Tiger Global Management LLC. He has also worked for Bain & Co, Summit Partners and TA Associates, and is an experienced investor in the US and Asia Pacific markets. Representative investments include Alibaba, Didi, 58 Ganji, Meitu, Youxin, Momo, Dianrong, Grab, Bilibili, EHi, Weidian, 17Zuoye, Forgame and Answers. Mr Tan has Bachelor and Master of Arts degrees from Northwestern University in the US.

Christopher Wood

Christopher Wood

Equity Strategist
CLSA

Christopher Wood joined Credit Lyonnais Securities Asia (CLSA) as Equity Strategist in February 2002. He was ranked as the No. 1 Asian equity strategist in the 2003 to 2005, 2007 to 2009 and 2011 to 2012 Institutional Investor Poll. He was also ranked No. 1 in the UK Greenwich Survey in 2003 and 2004, and in the 2002 to 2004 and 2006 to 2016 Asiamoney Poll. Mr Wood has been publishing since July 1996 his celebrated weekly Greed and Fear research newsletter, which has a global readership among investors. Prior to joining CLSA, Mr Wood was ABN AMRO’s Asian Equity Strategist, from November 1998. Before that he was Peregrine’s Asian Equity Strategist. Before joining Peregrine, Mr Wood was Deutsche Morgan Grenfell’s Emerging Market Equity Strategist based in London for two years, specialising in Russia, Eastern Europe and Latin America. Prior to entering investment banking Mr Wood spent 10 years as a financial journalist for the Economist, working as the bureau chief in New York and Tokyo. During this time, he was the author of three acclaimed books. His most recent book, The End of Japan Inc.: And How the New Japan Will Look, was published in 1994 in the US, Japan and the UK. The book was the successor to his 1992 international bestseller, The Bubble Economy : Japan’s Economic Collapse, which was published in Japan, the US, Korea, Taiwan and the UK, and predicted Japan’s financial meltdown and subsequent economic collapse. Mr Wood’s first book, Boom and Bust : The Rise and Fall of World Financial Markets”, published in 1988, described the deflationary trend in the world economy. Prior to joining the Economist, Mr Wood worked for the Far Eastern Economic Review based in Hong Kong.

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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.

CPT hours

This Summit is qualified for ​2​ CPT hours by the Hong Kong Society of Financial Analysts Limited (HKSFA)

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Agenda - 15th Jun

  • 8:00am
    Registration and Networking
  • 9:00am
    Opening Remarks from the Financial Times
  • 9:05am
    Opening Keynote
  • 9:30am
    Panel: Gauging the Economic and Geo-Political Landscape

    Fiscal expansion in the US, combined with steady growth n China and a bottoming out of commodity prices, should lift economic activity in both developed and emerging markets this year and next, according to the IMF’s latest forecast. However, while some economies seem to be gradually normalising, substantial risks remain. The impact of the Trump administration’s protectionist stance is so far unclear, as are the extent and ripple effect of the US Fed’s rate hike strategy, particularly given the already strong appreciation of the dollar. Key deflationary forces, including the impact of technology on supply chains and the build up of corporate debt in commodity producing emerging economies, have not dissipated. It is also not clear whether central banks are ready to deal with the financial shocks that may be generated by the change in the interest rate environment. Meanwhile, political risk has increased due to uncertainty over the Trump Presidency and the populist sentiment affecting Europe. Leading economists and strategists share their perspectives and set the macro and geo-political context for the discussions that follow.

    Jeff Boswell, Strategy Leader, Developed Market Credit, Investec Asset Management
    Gokul Laroia, Co-CEO, Asia Pacific, Morgan Stanley
    Christopher Wood, Equity Strategist, CLSA

  • 10:15am
    Keynote Session: Japan

    Daisuke Hamaguchi, Chief Investment Officer, Pension Fund Association, Japan

  • 10:55am
    Morning break
  • 11:15am
    Session Framer: Fixed Income -- Light at the End of the Bull Run?

    In this session framer, a leading expert on fixed income markets outlines recent trends in US Treasury yields, expanding to other sovereigns and also corporate bonds, and discusses what these trends indicate concerning real interest rate assumptions and future yields and spreads. 

  • 11:30am
    Panel: Fixed Income – Light at the End of the Bull Run?

    With global economic conditions generally pointing to both higher interest rates and a revival in inflation, the bond market appears to be set for a long-term reversal after years of outperformance. The extent and timing of this reversal will depend to a large extent on the scale of US fiscal reflation, the pace of Fed rate hikes, and any shift in the much looser monetary stance in the Eurozone and Japan. In the meantime, certain classes of credit may see an uptick, including high-yield bonds and investment grade corporate debt, particularly if inflation rises most slowly than expected. In this environment, how should investors position themselves across the yield curve? Can bonds eventually make a comeback? How does Asian emerging market debt look in the current context?

    Paul Carrett, Chief Investment Officer, FWD Group
    Arsa Indaravijaya, Senior Director, Head of Investment Strategy, Government Pension Fund, Thailand
    Charles Scully, Chief Investment Officer, MetLife Asia

  • 12:10pm
    The Morning Debate: Developed or Emerging Markets?

    In the hunt for yield, can emerging markets regain their lustre after the declines that followed the US election and Donald Trump’s statements against trade and globalisation? Or are developed markets the more certain long-term bet, led by a US economic revival? Proponents of each argument state their positions, in an engaging debate featuring audience voting.

    Tom Speechley, Partner, The Abraaj Group

  • 12:50pm
    Lunch
  • 1:50pm
    Panel: Equities – How Long Will They Outperform?

    US equities have seen a sustained rise to record levels since Donald Trump’s election, as anticipation of tax cuts and deregulation offset concerns over the impact of higher interest rates.  Wall Street’s performance has boosted other equity markets around the world, with financials and small caps particularly in favour. Much will depend on whether Mr Trump pushes his policies through Congress. What are the other key concerns for Asian equity markets? Which markets and sectors in Asia offer the strongest prospects? What is the best way to access this potential and secure competitive long-term returns? To what extent could returns be strengthened by a more quantitative or data-driven approach?

    Kieran Calder, Head of Equities Research Asia, Union Bancaire Privee

  • 2:35pm
    Keynote Interview
  • 3:00pm
    Panel: Real Assets – Banking on Property and Infrastructure for Long-Term Yield

    Investors in alternatives in Asia are looking at real assets such as property and infrastructure as continuing bets for long-term yield despite the potential of a high interest rate environment spilling over from the US. Property investment in major Asian economies like Japan and China has risen sharply in the past year. In infrastructure, private investment in infrastructure assets globally rose to a record US$413bn in 2016, according to one estimate, though the number of deals stayed steady in an indication of a continuing shortage of strong greenfield projects. What are the key forces at play in these markets and how will they evolve as the interest rate environment changes?  Is the property boom in parts of Asia destined to become a bubble? How will the liquidity being released by the Asian Infrastructure Investment Bank and other big lenders affect the infrastructure sector? How is risk being managed? 

    Dave Brochet, Managing Director, Asia Pacific, Caisse de dépôt et placement du Québec (CDPQ)
    Andrew Claerhout, Senior Vice President, Infrastructure & Natural Resources, Ontario Teachers’ Pension Plan
    Goodwin Gaw, Founder and Managing Principal, Gaw Capital Partners
    Soroosh Shambayati, Partner, LJ Partnership

  • 3:45pm
    Afternoon break
  • 4:05pm
    The Afternoon Debate: Passive or Active?

    With equity indices hitting record highs, active managers are having to work hard to surpass or even match the returns being earned through passive-led strategies. But active management allows a range of strategies that goes far beyond e benchmark indices. Which approach is better in the current environment, particularly looking at a longer term horizon? Members of the passive (beta, smart beta) and active (alpha) camps state and debate their positions, followed by audience voting.

  • 4:45pm
    Keynote Interview
  • 5:10pm
    Panel: China – Technology as an Asset Class

    Not long ago, Chinese technology largely meant Alibaba’s e-commerce business and Tencent’s social media empire. That is no longer the case. The sector is becoming broader, more value added and more lucrative. In areas ranging from robotics to AI to medical devices and fintech, China is making the transition from imitator to innovator. That raises the prospects of huge gains for investors fortunate enough to get in early. Venture capital investment is estimated to have doubled in China in 2016, while it fell 38 per cent in the US. Listed Chinese tech companies meanwhile continue to gain in value, essentially turning the MSCI EM index into a virtual tech stock index. Leading private equity investors, venture capitalists and tech entrepreneurs share their insights on the continuing optimism surrounding technology as an asset class in China.

    Fan Bao, Chairman and CEO, China Renaissance
    Jason Tan, Senior Partner and Head of Asia, Tiger Global Management

  • 5:55pm
    Closing Remarks
  • 6:00pm
    Cocktail Reception

Companies attending the summit this June

Ageas, AIA, Anbang Capital, Anbang Insurance Group, Arrize Financial Insurance Services, Asia Insurance Co., Asia Securities Industry & Financial Markets Association, Assicurazioni Generali, AXA Asia, Bank Julius Baer & Co, Bank of Communications, Bank of East Asia, Bank of Singapore, Chevalier International Holdings, China Investment Corporation, China Renaissance, China Taiping Insurance Group, China Taiping Life Insurance, CLSA, EFG Bank, FWD Insurance, Gaw Capital Partners, Hang Seng Bank, Hang Seng Insurance, Hanwha Life, Hong Kong Life Insurance, Hong Kong Monetary Authority, Hospital Authority Provident Fund Scheme, HSBC, HSBC Insurance, HSBC Private Bank, J.P. Morgan Private Bank, Mandatory Provident Fund Schemes Authority, MetLife, Munich Re, Ontario Teachers’ Pension Plan, Peak Reinsurance Company, Pension Fund Association, Japan, Ping An Life Insurance, Prudential, Securities and Futures Commission, Sompo Insurance, Standard Life, Starr International Insurance, Sun Life Financial Asia, Swiss Re, Taiping Financial Holdings Company, Tai United Holdings, The Abraaj Group, Tiger Global Management, Zurich Insurance Group

*as of 27 March 2017

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Why attend?

  • Expert analysis and opinions on the macro-economic outlook and the key risks and opportunities likely to face the market as Trump takes office and Brexit becomes a reality
  • Find out the prospects for China, India and other emerging markets as trade dynamics come under question 
  • 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, strategists, portfolio managers, economists and leading investment experts
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Who should attend?

This event has been produced to meet the needs of senior finance and investment professionals including; CIOs, CFOs, Fund Managers and Portfolio Managers operating in:

Pension Funds
Insurance Companies
Endowment Trusts
Family Offices
Sovereign Wealth Funds
Private Banks

A limited number of paying places are available to senior representatives from consultancies and other professional service firms, including:

Private Equity Firms
Asset/ Investment Management Firms
Lawyers
Accountants
Investment Consultants
Technology Firms

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Gold sponsors (2)

Investec Asset Management is a specialist investment manager, providing a premier range of products to institutional, advisory clients and individual investors. Established in 1991, the firm has been built from start-up into an international business managing more than $114 billion* on behalf of third party clients. The business has grown largely organically from domestic roots in Southern Africa to a position where we proudly serve a growing international client base from the Americas, the UK and Continental Europe, Asia, the Middle East, Australia and Africa. The firm seeks to create a profitable partnership between clients, shareholders and employees, and to exceed expectations for both client service and performance.

*As at end December 2016

With a history of more than 200 years and with US$490.7 billion asset under management and administration (as at 31 December 2016), Schroders is one of the world's leading international specialist asset management institutions. We debuted on the London Stock Exchange in 1959 and are one of the largest asset managers listed there today. With offices spanning 27 countries, we now operate one of the largest global networks of any dedicated asset management company. As a result, our 4000 employees and analysts are perfectly placed to apply our expertise in serving the needs of discerning investors in all major investment markets.

Schroders has almost 40 years' investment expertise in Asia Pacific, and now employs a team of over 700 across offices in Beijing, Hong Kong, Jakarta, Mumbai, Seoul, Shanghai, Singapore, Sydney, Taipei and Tokyo.

In Hong Kong, Schroders has built a strong local presence since 1971. Over the years, we have managed funds on behalf of Hong Kong institutions including official institutions, government-related organisations, pension funds, insurance companies, charities, and for investment by individuals.

Supporting Partners (8)

The Alternative Investment Management Association is the global representative of the alternative investment industry, with more than 1,800 corporate members in over 50 countries. AIMA’s fund manager members collectively manage more than $1.8 trillion in assets. AIMA draws upon the expertise and diversity of its membership to provide leadership in industry initiatives such as advocacy, policy and regulatory engagement, educational programmes and sound practice guides. AIMA proactively communicates with the media and the general public to increase awareness around the value of the industry. AIMA set up the Alternative Credit Council, or ACC, to help firms focused in the private credit and direct lending space. AIMA is governed by its Council (Board of Directors). For further information, please visit AIMA’s website, www.aima.org.

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.

ASIFMA is an independent, regional trade association with over 100 member firms comprising a diverse range of leading financial institutions from both the buy and sell side, including banks, asset managers, law firms and market infrastructure service providers.  Together, we harness the shared interests of the financial industry to promote the development of liquid, deep and broad capital markets in Asia.  ASIFMA advocates stable, innovative and competitive Asian capital markets that are necessary to support the region’s economic growth.  We drive consensus, advocate solutions and effect change around key issues through the collective strength and clarity of one industry voice.  Our many initiatives include consultations with regulators and exchanges, development of uniform industry standards, advocacy for enhanced markets through policy papers, and lowering the cost of doing business in the region.   Through the GFMA alliance with SIFMAin the United States and AFME in Europe, ASIFMA also provides insights on global best practices and standards to benefit the region.

The Association of Independent Asset Managers (Hong Kong) was founded in May 2015 to serve as a platform in order to:

- Assist the public and the various stake holders to have a correct understanding of the unique business model of Independent Asset Managers;
- Establish, preserve and increase the reputation and professionalism of the IAMs in the region;
- Strive to make an effective contribution to the protection of investors and the combating of unscrupulous business practices in wealth management industry;
- Exchange best practices as well as share industry trends among the AIAM Members;
- Network with other practitioners and service providers;
- Assist in consultation and advisory of potential and interested parties who wish to set up an IAM business in Hong Kong;
- Be the center of expertise and networking organization for , members, platform providers and other interested groups;
- Facilitate, pursue and cultivate the interests of the profession and to define the Code of Ethics & best practices which are considered to be exemplary and authoritative beyond the membership;
- Liaise with the Securities and Futures Commission and other regulators in Hong Kong to represent the interests of the industry group.

As an association, the AIAM is supported by its active members. All active members operate in Hong Kong as Independent Asset Management being their primary business activity. AIAM only accepts active members who have sufficient qualifications in the field, a good reputation and have extensive expertise and capability in delivering world-class wealth management services to clients.

The Association of the Luxembourg Fund Industry (ALFI) is the representative body of the Luxembourg investment fund community. Created in 1988, the Association today represents over 1,300 Luxembourg domiciled investment funds, asset management companies and a wide range of service providers such as depositary banks, fund administrators, transfer agents, distributors, legal firms, consultants, tax experts, auditors and accountants, specialist IT providers and communication companies. The Luxembourg Fund industry is the largest fund domicile in Europe and a worldwide leader in cross-border distribution of funds. Luxembourg-domiciled investment structures are distributed on a global basis in more than 70 countries with a particular focus on Europe, Asia, Latin America and the Middle East.

For further information, do not hesitate to consult our website at www.alfi.lu.
You can also keep up to date with the discussion by following @ALFIfunds on Twitter or join ALFI’s LinkedIn group.

The Hong Kong Society of Financial Analysts Limited (HKSFA) is a non-profit organisation founded in 1992 by a group of CFA charterholders in Hong Kong. The Society currently has over 6,100 members and is one of the largest member societies of CFA Institute which has more than 130,000 members in 146 societies. The Society is mostly run by member volunteers with the support of a team of professional staff.
 
HKSFA shares the mission of CFA Institute in raising professional and ethical standard of financial analysts and investment practitioners through our continuing education events and advocacy effort. In addition to promoting the CFA designation in Hong Kong, the Society aims to provide a forum for our members, CFA Institute, other investment practitioners and regulators.
 
The HKSFA has won the Most Outstanding Society Award (societies with over 1,000 members) in the 2014 Society Excellence Awards Programme, administered by the CFA Institute. It recognises CFA Institute member societies who excel in the areas of Education, Engagement, Ethics, and Enablers (the 4 “E”s), across the board excellence. The programme honoured five societies for their overall excellence with the Most Outstanding Society Award; segmented by society membership size. The Award affirms the Society's relentless efforts to serve its members and the greater benefits of the local community.

Established in 1987, the Hong Kong Venture Capital and Private Equity Association “HKVCA” represents over 370 corporate members. Our members include 200 private equity firms, manage over US$1 trillion in assets globally and across all types, and include seven of the world’s top ten largest private equity firms as well as small venture capital investors. Our member firms are engaged in venture capital and private equity investments at all levels across Asia-Pacific, including venture, growth, buyout, secondary, pension, fund of funds and family offices. Our mission is to stimulate a vibrant venture capital and private equity industry in Asia while also promoting the role of member firms in value creation, innovation and economic development. The HKVCA provides a forum for networking and experience sharing for its members; promotes industry professional ethics, international best practices and standards; and represents the views of its members before governmental and other relevant bodies.

The Hong Kong Investment Funds Association (“HKIFA”) is a non-profit-making organization that represents the asset management industry in Hong Kong.  We have two major roles, namely consultation and education.   On consultation, we work closely with the authorities to relay the views of our members on issues that have implications for the asset management industry.  On education, we spearhead initiatives to enable Hong Kong people to understand more about the risk/return characteristics of mutual funds; and to use them effectively for retirement investment and other financial planning purposes.   We have 70 fund management companies as full/overseas members, managing 1,140 SFC-authorized funds.  Assets under management were about US$960 billion as at the end of December 2016.   In addition, we have 61 affiliate and associate members. 

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About Caproasia Online

Caproasia Online is an E-Magazine for Wealth Managers, Personal Bankers, Private Bankers & Investment Professionals covering topics on:

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Every month, more than 8,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, India, United States, United Kingdom and many more follow Caproasia Online.

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Ignites Asia, a Financial Times service, is an online source of news, business intelligence and analysis for and about the asset management industry in Asia. Ignites Asia is the sister publication to Ignites in the U.S.and Ignites Europe. Ignites Asia is a must-read for all executives, managers and consultants who conduct business throughout Asia and need to know the latest developments within the asset management industry. Coverage in Ignites Asia includes 12 countries in Asia, retail, high-net-worth and institutional markets, asset management sales and marketing, legal and compliance, operations and technology, business and people moves, investment management services, regulatory developments, investment mandates, investment products, industry trends, markets, and more. Ignites Asia is your one-stop shop for news on the Asian asset management industry.

The PRIVATEBANKING.COM wealth industry directory is the financial-industry’s leading online business development and networking platform focused on Wealth Management and Financial Services.
The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.
Privatebanking.com’s FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.
We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: 
Please register at: http://www.privatebanking.com/

Analytics Partner (1)

Dealogic provides integrated content, analytics, and technology via a single complete solution to top financial firms worldwide. We help clients originate the right opportunities, distribute and participate in deals, and seamlessly track resource allocation and consumption.
As a partner to clients for more than 30 years, Dealogic has helped execute the world’s largest equity capital market issues, provided support for the biggest conferences and roadshows, delivered unrivaled content and predictive analytics tools, and supported leading asset management firms with corporate access and compliance solutions.
Seamlessly linking sellside and buyside firms, the integrated Dealogic platform creates a network of the world’s biggest banks and more than 250 leading institutional investors.
Whether working in banking, capital markets, sales and trading, or institutional investing, firms rely on us.
Visit www.dealogic.com for more information.

Exclusive PR Partner (1)

Citigate Dewe Rogerson is a leading international financial communications consultancy, and has been in Asia Pacific for more than 25 years. With offices in Hong Kong, Beijing, Singapore and Shanghai, we are trusted advisors to major and emerging companies and to industry bodies - whenever clear and persuasive communication will make a difference.

We offer intelligent, tailored solutions delivered by a team of high-calibre people. Our sophisticated advisors bring their experience from journalism, investment banking, accountancy, financial analysis and other professional disciplines.

Our practice areas are:
• Transaction communications - helping our clients to tell their story clearly and effectively during initial public offerings and mergers and acquisitions
• Investor relations - advising listed companies on communication with analysts, shareholders and potential shareholders
• Corporate communications - offering strategic counsel to financial institutions and professional services companies to improve corporate reputations and handle crisis situations

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2016 Event Photos

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