Citywire Alternatives & Private Markets Forum 2024

Last year saw good flows into private markets proving that the rationale and hunger for uncorrelated, inflation and recession-proof alternative investments remains strong across the private wealth industry in Asia.

In its third year, these two private dialogues will bring together all the key bankers selecting and distributing alternative offerings to private clients across Asia.

Confirmed speakers include:

  • Connie Sin, Head of Funds and Alternatives International Wealth Management, Nomura International (Hong Kong) 
  • Jaye Chiu, Head of Investment Products & Advisory, Bank of East Asia
  • Lily Chan, Managing Director, Head of Asia Alternative Capital Group, Consumer and Wealth Management, Goldman Sachs
  • Mathieu Forcioli, Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking
  • Michael Ostro, Head of Private Markets Group (PMG), Asia, Union Bancaire Privée
  • Michelle Shi, Managing Director, Head of Alternative Investments APAC, CIO Global Investment Management, UBS Global Wealth Management
  • Stephen Sheung, Head of Alternative Investments Managed Solutions HK, Bank of Singapore

Apply to join this invite-only, private industry dialogue.

Priyanka Circle Headshot
Priyanka Boghani
Editor
Citywire Asia

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Conversation Partners

Agenda

 

8:30 am - 9:00 am
Networking and Registration

9:00 am - 9:05 am
Welcome Remarks

9:05 am - 9:45 am
Evolving the 60/40 Portfolio: Exploring Alternatives in Uncertainty

While the traditional 60/40 portfolio made a respectable comeback, ongoing volatility in the economy and investment landscape indicates a sustained momentum for private markets as an appealing option for investors. How should investors adjust the allocations in their multi-asset portfolios to align with changing market dynamics? How are family offices allocating or exposing themselves to alternatives, compared to institutional investors? What are still the challenges when it comes to clients' expectation and understanding of alternatives? How has semi-liquids done in increasing client allocation to alts?

Panellists:

  • Lily Chan, Managing Director, Head of Asia Alternative Capital Group, Consumer and Wealth Management, Goldman Sachs
  • Mathieu Forcioli, Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking
  • Stephen Sheung, Head of Alternative Investments Managed Solutions HK, Bank of Singapore

09:50 am - 11:45 am
Asset Manager Workshops

11:45 am - 12:00 pm
Coffee Break and Networking

12:00 pm - 12:30 pm
Alternatives Product Innovation: New, Bespoke, Homegrown?

As appetite for alternatives rises, private banks are broadening their gamut of solutions that sit in the alternatives buckets. Which alternative asset classes or themes have done well in 2023 and which are likely to do well over the next 12 months? Banks are also innovating on all fronts to cater to clients’ evolving needs. What have been new products launched or in the pipeline? What are the new, bespoke, tailored, and/or homegrown alternative solutions hitting the product shelves at private banks? What are the benefits of homegrown vs. third party solutions? Will we see more room for innovation?

Panellists:

  • Connie Sin, Head of Funds and Alternatives International Wealth Management, Nomura International (Hong Kong) 
  • Jaye Chiu, Head of Investment Products & Advisory, Bank of East Asia
  • Michael Ostro, Head of Private Markets Group (PMG), Asia, Union Bancaire Privée
  • Michelle Shi, Managing Director, Head of Alternative Investments APAC, CIO Global Investment Management, UBS Global Wealth Management

12:30 pm - 2:30 pm
Networking Luncheon

*The agenda is subject to change without prior notice. 

Speakers - Panel Session

Speakers

Workshops