Conference Day Two: Wednesday, 17 March 2010 Conference Day Two: Wednesday, 17 March 2010
9am Chairman’s opening remarks DELVING INTO ASSET CLASS CORRELATION, RISK MANAGEMENT AND THE INVESTOR PSYCHE9.15am Institutional Investors Conclave
Confronting manager selection, corporate governance, shareholder activism
and asset-liability mismatches in crafting scalable risk-return models for the
global flow of institutional money and asset allocation splits
Managing Director, PCG International LLC Head of Investment, Hermes Pensions Management Deputy Chief Executive Officer, Investments, Ilmarinen Mutual Pension Insurance Company Chief Global Strategist, Ping An of China Asset Management (Hong Kong) Company Limited Head of Portfolio Advisory, Asia Pacific, Watson Wyatt Worldwide
10am Keynote AddressRe-establishing alpha-beta separation and the risk management infrastructure of target-return superannuation portfolios 10.30am Morning refreshment break MONEY MANAGEMENT BASICS AND ASSET PROTECTION STRATEGIES FOR OPTIMAL INVESTMENT PERFORMANCE11am Family Offices In Conversation
Enhancing portfolio performance and capital preservation abound a newly
evolving financial landscape – What is the take on investment advisor
independence and should asset allocation decisions be outsourced?
Head of Investment, Myer Family Office Managing Director, Asian Investments, Capricorn Investment Group Chairman & Chief Executive Officer, Grace Financial Limited Managing Director, Ferguson Partners Family Office Strategic Investment Advisor, Wealth Management, Pictet (Asia) Limited Managing Partner & Chief Executive Officer, Fund of Funds Group, Ajia Partners
11.45am Life Insurers’ Perspectives
Regulating asset risk and benchmarking capital structures - What goes into
the asset allocation decisions of life insurance companies in a deviation from
conservative investing?
Chief Investment Officer, IDBI Fortis Life Insurance Company
12.30pm Power networking luncheon BOLSTERING INVESTOR CONFIDENCE AND ASCERTAINING THE MARKET CAPITALISATION OF GROWTH ASSETS 1.45pm Global Equities PanelSuccessfully spread-betting and risk hedging investment exposure to stocks and shares: Active versus passive – Which way to go? Country, sector or style – Which matters most?
Regional Head of Investments, Equities, MCF Global Investment Management (Asia) Executive Vice President & Chief Investment Officer, Asia, Robeco Hong Kong Limited
2.30pm Property In FocusManaging investor expectations and deriving yield sustainability post a market correction phase for the listed and unlisted property funds and securities space
Head of Global Property, AEGON Asset Management President - Asia Property Fund, LaSalle Investment Management Group Chief Executive Officer and Executive Director, ARA Asset Management Limited Chief Executive Officer - Asia Investments, MGPA Mr Calvin Chou, Managing Director, Head of Real Estate Investing - Greater China & Southeast Asia, Morgan Stanley
3.15pm Afternoon refreshment break TRANSITING FROM GROWTH CYCLICALS AND CORPORATE TURNAROUNDS TO EFFICIENT MARKETS AND VALUE INVESTING3.45pm Quant Invest Case Study: The Finer Points: What makes sectors tick?
Chief Index Strategist, Thomson Reuters
4.15pm Distressed Investing and Restructuring Panel Finale
Sourcing ‘diamonds in the rough’: Examining turnaround candidates and
adopting a focus shift from short-term opportunistic investing to long-term
value creation
Managing Director, Business Development Asia LLC Co-Founder & Managing Director, Shoreline Capital Management Chief Investment Officer | Chairman of Investment Committee, ADM Capital Founder & Managing Partner, Dalton Investments Partner, KKR Asia Limited Managing Director, Pacific Alliance Group
5pm Chairman’s closing remarks and end of conference5.30pm Closing drinks and networking dinner at Caprice, Four Seasons Hotel Hong Kong, 6th floor
With superb views over Victoria Harbour and the Kowloon Peninsula, Caprice’s stunning surroundings feature Chinese-inspired Czech crystal chandeliers, an open kitchen showcasing chefs at work and a distinct selection of fine wines from the world’s renowned vineyards.
One of only two restaurants in Hong Kong to receive three prestigious Michelin stars, Caprice is led by Chef Vincent Thierry, who with his team of 25 chefs, creates innovative cuisine that are light and refreshing, yet rich in taste and flavour.
* Separately bookable at USD220 per person. Limited seats are on a first-come-first-serve basis.
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Our speakers are offered an unrivalled opportunity to:
- Be seen as industry leaders at the most prestigious meeting place of the year
- Have exclusive access to the most senior decision-makers in the industry
- Meet the industry leaders, understand their needs better, and develop business relationships with them
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