Venue
Mandarin Oriental
Mandarin Oriental, 5 Raffles Ave, Singapore 039797

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Event Date Thu Jun 13 +08 (over 2 years ago)
In your timezone (EST): Wed Jun 12 8:40pm - Thu Jun 13 5:00am
Location Mandarin Oriental
5 Raffles Ave, Singapore 039797
Region APAC
Details

The start of 2019 has been unexpectedly good. However - it’s probably fair to say the next 12-months will be more challenging.

How should we position client portfolios and expectations in preparation for what lies ahead? And how will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?

The event is specifically for senior management, product / fund gatekeepers and relationship managers - working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms.

Key elements of the event:
• A unique get-together enabling delegates to meet with 250+ leading wealth management practitioners
• An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
• 7 focused 10-minute presentations
• 4 Panel discussions
• 4 workshops

Panels covering these topics:
• CEO’s Panel Discussion
• Tweaking the investment engine
• Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?
• "Young investors" - Investing with Purpose?

Speakers

2019 Speakers

Alvin Lee
Managing Director, Head of ASEAN Account Management, IHS Markit

Anand Ramachandran
Partner & Fund Manager, River Valley Asset Management

Arjan de Boer
Deputy Chief Executive, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management

Arnaud Tellier
Head of South-East Asia, BNP Paribas Wealth Management

Carmen Cheung
Head of ETF & Index Team, Samsung Asset Management

Damian Hitchen
Chief Executive Officer, Middle East & Asia, Swissquote

David Lai
Partner & Co-Chief Investment Officer, Premia Partners

Dominic Bokor-Ingram
Joint Lead Portfolio Manager, Fiera Capital Asia

George Boubouras
Managing Director and CIO, Caledonia Pacific Capital Partners

Hrishikesh Unni
Managing Director, Client Investments, Taurus Wealth Advisors

Jalil Rasheed
Investment Director, Head of Singapore Office, Invesco

Jalil Rasheed
Investment Director, Head of Singapore Office, Invesco

Jignesh Patel
Director, Head of SE Asia & Australia, Quo

Johan Jooste
Head: Rates, Bank of Singapore

Karim Ghannam
Co-Founder &Chief Executive Officer, 8F Asset Management

Laurent Lequeu
Head of Portfolio Management, Lumen Capital Investors

Marc Lansonneur
Managing Director, Head of Managed Solutions and Investment Governance, DBS Private Banking

Martin Goerojo
Director, Capital Markets Investment Products - Wealth Management, Asia Pacific, Citi

Mehak Dua
Business Development, GMO

Odile Lange-Broussy
Senior Portfolio Manager, Lombard Odier

Olivier Monnard
Head, Markets Products Specialist, Wealth Markets Products & Sales, Standard Chartered Bank

Paul Stefansson
Managing Director, Global Co-Head of Investment Funds, UBS Wealth Management

Pierre DeGagne
Executive Director – Investment Funds Fund Selection & Strategy, DBS Private Banking

Richard Nino
Executive Vice-President, Head of Global Distribution, Fiera Capital Asia

Rodolphe Larque
Head of Managed Solutions APAC, Credit Suisse Private Banking

Shihan Abeyguna
Head of Business Development, Asia, Morningstar

Simon Lints
Chief Executive Officer - Singapore, Schroders Wealth Management

Stephen King
Senior Vice President - Institutional Business APAC, Fiera Capital Asia

Tuck Meng Yee
Head of Investment Solutions Asia, Allfunds

Vincent Magnenat
Chief Executive Officer of Asia Pacific, Lombard Odier

Zvika Rotbart
Business Development Executive, J. Rotbart & Co.

Sponsors & Partners

2019 Sponsors

PLATINUM SPONSORS:
• Swissquote
• FieraCapital

GOLD SPONSORS:
• Premia Partners
• Lombard Odier
• J.Rotbart & Co.

SILVER SPONSOR:
• Quo

BRONZE SPONSORS:
• Orbium
• Samsung Asset Management
• GMO
• 8F Asset Management
• Morningstar