The Asset Events

Actively managed strategies and discretionary portfolio management

June 13 2017
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In today’s low-yield and highly volatile market environment, actively- managed funds and discretionary portfolio management may provide the best opportunities for high net worth as well as institutional investors seeking to generate performance from their portfolios. Actively-managed funds, however, present a wide range of investment strategies with varying levels of complexity and sophistication that can be confusing even to experienced investors. Discretionary portfolio management, on the other hand, presents issues involving transparency, or lack of thereof, as well as questions on the extent to which investors should delegate investment decisions to third party managers.

Venue
Conrad Centennial Singapore
Date: June 13 2017

Speakers / Agenda

09.00
Registration
09.20
Asset Events Speaker
Opening remarks
Myron Cheung
Bayani Cruz
executive director,
The Asset
09.30
Asset Events Panel
Discretionary portfolio management
The session will examine the development of the discretionary portfolio management (DPM) industry in Asia. It will explore the role of technology in this space as well as discuss DPM products ecosystem. The session will touch on the benefits of actively managed certificates (AMC) and their operational efficiency versus funds and segregated managed accounts (SMA).
Fayez El Hicheri
Fayez El Hicheri
head of structuring, APAC investment solutions group
Credit Suisse
09.50
Asset Events Panel
Actively-managed certificates (AMC)
This session will discuss the product architecture of AMCs as well as its application through case studies highlighting how to bring to market thematic ideas; how to monetize investment research and proprietary content, yield enhancement on managed bond portfolio as well as dynamic allocation to risk premia.
Myron Cheung
Myron Cheung
senior structurer, APAC investment solutions group
Credit Suisse
10.10
Networking and coffee
10.30
Asset Events Panel
Roundtable discussion
  • Passive vs Active: What strategies do discretionary portfolio managers use?
  • Which products are widely used for discretionary portfolios?
  • How do actively managed strategies/products fit into the management of discretionary portfolio?
  • What are the benefits and risks of using actively-managed strategies/products?
  • What are the criteria to identify the most suitable actively-managed strategies/products for your portfolio?
  • How can actively-managed strategies/products help in risk management?
Pankaj Nagrath
Pankaj Nagrath
executive director, investment
Bank of Singapore
Justin Kendrick
Justin Kendrick
chief investment officer
Javelin Wealth Management
Adam Grabow
Adam Grabow
vice president, institutional business development, Asia
Morningstar
Alexander Zeeh
Alexander Zeeh
chief executive officer
SEA Asset Management
Sanjay Guglani
Sanjay Guglani
founder and chief executive officer
Silverdale Capital
Myron Cheung
Arnulfo de Pala
chief investment officer
Trilake Partners
Myron Cheung
Stephane Goursat
executive director, investment solutions group, Asia Pacific
Credit Suisse
Myron Cheung
Rohit Bhuta
chief executive officer
Crossinvest Asia
Myron Cheung
Philipp Piaz
partner
Finaport
Myron Cheung
Ted Low
partner
GAO Capital
Myron Cheung
Bayani Cruz
executive director,
The Asset
12.00
Asset Events Cocktails
Luncheon

The Asset events are the perfect size to offer the best of both worlds to our delegates, our conferences are highly interactive and each offers a unique forum where both speakers and delegates can contribute and learn and our clients can forge new and profitable business relationships to help the industry advance.

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