Key benefits of attending
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Game-changing insights
Explore practical solutions for compliance, fees, tech adoption and portfolio design.
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Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
Peer-to-peer networking
Connect with fellow industry leaders to exchange strategies and challenges.
Panel Discussion
The Thailand opportunity – navigating markets and standing out
As concerns about AI funding and valuations mount and bonds wobble over debt concerns, against a backdrop of rising geopolitical tensions, how should investors position portfolios?
The year has been punctuated by sharp swings in financial markets, but investors who have stayed the course have still enjoyed solid returns. Where are the opportunities now in equities and how should navigate fixed income volatility? What are the best diversifiers and alternative investments to build protection into portfolios?
In an evolving wealth landscape, advisers need to factor in clients’ tax planning needs and currency requirements with access and differentiation.
This session will look at how leading players are navigating markets for clients, the ways in which they are distinguishing their platforms from their peers and using technology, as competition grows.
Panelists
Panel Discussion
The Thailand opportunity – navigating markets and standing out
As concerns about AI funding and valuations mount and bonds wobble over debt concerns, against a backdrop of rising geopolitical tensions, how should investors position portfolios?
The year has been punctuated by sharp swings in financial markets, but investors who have stayed the course have still enjoyed solid returns. Where are the opportunities now in equities and how should navigate fixed income volatility? What are the best diversifiers and alternative investments to build protection into portfolios?
In an evolving wealth landscape, advisers need to factor in clients’ tax planning needs and currency requirements with access and differentiation.
This session will look at how leading players are navigating markets for clients, the ways in which they are distinguishing their platforms from their peers and using technology, as competition grows.
Panelists
Panellist
Kean Tan
Head of Investment Solutions
SCB Julius Baer
Kean Tan is currently Head of Investment Solutions for SCB Julius Baer where he oversees the Bank’s strategy for investment advisory and portfolio management.
With a proven track record in wealth management, Kean has guided UHNW clients through tailored investment strategies, spanning a multitude of asset classes including equities, fixed income, structured derivatives & alternatives.
Kean graduated with a Bachelor of Business Administration degree with a Finance major from the National University of Singapore (NUS) Business School. He has previously held senior positions in investment advisory, product management and fund advisory at various financial institutions including United Overseas Bank, Citibank and Credit Suisse.
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Panelists
Panellist
Martina Watcharawaratorn
Head of Investment Strategy Department
Kasikorn Asset Management
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Panelists
Panellist
Vatanyuta Chawengsri
Senior Vice President and Head of Private Markets and Discretionary Portfolio Management
Kiatnakin Phatra Securities
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Panelists
Panellist
William Fok
Country Head
HSBC Private Bank
William Fok has been appointed to lead HSBC Private Bank’s onshore Thailand private banking business, based in Bangkok.
William reports to Benjamin Wang, Desk Head for Thailand and Vietnam, HSBC Private Bank. He brings over 20 years of experience in structured products and investment advisory, and most recently served as Senior Investment Counsellor at LGT, where he focused on client acquisition and portfolio optimisation.
This appointment marks a return to HSBC for William, who previously spent close to five years with HSBC Private Bank across Hong Kong and Bangkok. His earlier career includes roles at Julius Baer and Morgan Stanley.
At HSBC, we are committed to helping our clients manage, grow and preserve their wealth across generations through tailored solutions, our extensive global network, and local expertise. Thailand remains an important growth market, with rising demand for wealth management services. William’s appointment strengthens our onshore Thailand private banking capabilities as we continue to provide clients with access to global investment opportunities, wealth and succession planning, and support for their long-term financial goals.
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Presentations
Presentations
Colchester Global Investors
Local Currency Emerging Market Bonds: Diversification and Opportunities in Global Portfolios
Speakers
Representatives
When investors think of diversification, emerging market debt is rarely the first place they look. Yet selected local currency bond markets have historically exhibited low correlations with traditional risk assets, while the asset class as a whole has delivered attractive long-term returns.¹
This session explores why local currency emerging market debt deserves a role in global fixed income portfolios, not just for its return potential, but also for the diversification benefits it can bring to broader portfolios.
1. As of end July 2026, the J.P. Morgan Government Bond Index-Emerging Markets Global Diversified (USD Unhedged) has delivered an annualised return of 7.18% p.a. since inception (January 2003).
Workshop Objectives:
This workshop provides a comprehensive introduction to Emerging Markets Local Currency (EMLCY) investing. Participants will explore the evolution of the asset class, how structural reforms and improvements in governance have contributed to stronger macroeconomic fundamentals, and how EMLCY has become an increasingly established component of the global investment universe. The session will examine why EMLCY is increasingly considered as part of a globally diversified portfolio, including its diversification characteristics and the investment opportunities currently available within the asset class.
Company Profile:
Colchester Global Investors is an independent, global government bond manager and was founded in 1999 by Ian Sims, Chairman and Chief Investment Officer. Colchester manages approximately USD 31bn (as of end July 2026) for international clients across a variety of investment products: Global Bond, Green Bond, Global Inflation-Linked Bond, Local Currency Emerging Market Debt, Frontier Markets and Global Unconstrained Alpha.
Colchester has a singular investment process which is applied in the same way to all the different products managed. We value bond markets according to their real yields (i.e. the rate of return they offer after inflation) and currencies according to their real exchange rate valuations. Both bond and currency valuations are adjusted for the balance sheet strength of the underlying country and ESG (Environmental, Social, and Governance) factors.
Colchester is majority owned by its employees, allowing constancy of purpose and an alignment of interests between employees and clients. The firm is headquartered in London and has regional offices in New York, Singapore, Dublin, Sydney, Dubai, Madrid and Munich. Please visit our website (https://colchesterglobal.com/) to learn more.
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Hamilton Lane
Venture and Growth: Accessing the Next Generation of Market Leaders
Speakers
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Representatives
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The next generation of market leaders is being built in private. Many of today’s most innovative companies, especially those shaping artificial intelligence, now reach billions in revenue before they consider an IPO, and some are staying private by choice. Investors who wait for the listing may miss much of the growth. The question is no longer why invest in venture and growth, but how.
The challenge is that returns are concentrated among a few winners, so diversification and manager selection are critical. Access is just as important: the most sought-after companies are often oversubscribed, and getting in typically depends on long-standing relationships with leading managers. Venture secondaries can help, offering a differentiated way into high-demand AI companies that are hard to reach in primary rounds, along with liquidity where exits remain limited. This session explores the venture opportunity and how to approach it.
Workshop Objectives:
This workshop offers a framework for venture and growth investing in the AI era. Participants will examine the key challenges investors face: limited access to top companies, wide dispersion between managers, returns concentrated in a few winners, and long holding periods. They will also see how venture secondaries and co-investments can help address these challenges, from reaching mature, high-demand companies to shortening the path to liquidity. The session also covers why manager selection is critical when outcomes vary so widely, how semi-liquid evergreen structures are opening the asset class to private wealth investors, and how venture and growth can fit alongside existing portfolio holdings.
Company Profile:
Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $1.1 trillion in assets under management and supervision, composed of more than $146 billion in discretionary assets and $914 billion in non-discretionary assets, as of June 30, 2026. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit our website or follow Hamilton Lane on LinkedIn.
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I Squared Capital
Unpacking the Infrastructure Supercycle / Opportunities in the Middle Market
Speakers
Representatives
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Infrastructure is entering a Supercycle. Sticky inflation, , stretched government budgets and the AI race are increasing the need for essential assets, and governments cannot fund that alone. Private capital is becoming central to what gets built next.
While attention has focused on the largest deals, many compelling opportunities can be found in the middle market. Competition for assets is lower, and returns tend to come from building and improving businesses rather than from rising valuations. Drawing on I Squared Capital’s experience as one of the largest mid-market infrastructure investors, this session explores the forces behind the Supercycle, where the opportunities lie, and how the middle market can fit in client portfolios.
Workshop Objectives:
Participants will examine the forces driving the Infrastructure Supercycle, what sets the middle market apart, and how mid-market infrastructure can fit within client portfolios.
Company Profile:
I Squared Capital is a leading independent global infrastructure investor dedicated to the mid-market, managing over $60 billion in assets. Founded in 2012, I Squared has evolved into one of the most diverse infrastructure investors in the world, with investments across power & utilities; transportation & logistics; digital infrastructure; environmental infrastructure; and social infrastructure, providing essential services to millions of people worldwide. Today, the portfolio includes over 100 companies operating in more than 70 countries. Headquartered in Miami, the firm has offices in Abu Dhabi, London, Munich, New Delhi, São Paulo, Singapore, Sydney, Taipei and Tokyo. Learn more at www.isquaredcapital.com.
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Vista Equity Partners
The AI Investment Opportunity: Why Enterprise Software Matters
Representatives
Artificial intelligence is transforming the enterprise software landscape, creating a new wave of investment opportunities. While much of the market's attention has focused on AI infrastructure and semiconductors, the next phase of value creation could emerge from enterprise software. This presentation explores why established software businesses are uniquely positioned to benefit from AI, leveraging their proprietary data, deep customer relationships and mission-critical workflows. Drawing on Vista Equity Partners' experience as a specialist enterprise software investor, we examine how agentic AI is unlocking new revenue opportunities, improving operational efficiencies and reshaping traditional software business models. We also explore why current market valuations may present an attractive entry point for investors seeking exposure to the next phase of AI-driven growth.
Workshop Objectives:
Attendees will learn why enterprise software businesses are positioned to capture AI-driven value, how agentic AI is reshaping business models and why current valuations may offer an attractive entry point.
Company Profile:
About Vista Equity Partners Vista is a global technology investor that specializes in enterprise software. Vista’s private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 650+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of September 30, 2025, Vista had more than $107 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on YouTube, @Vista_Equity_Partners.
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World Gold Council
Gold in a Changing World: The Strategic Case for the Year Ahead
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Gold continues to attract investors’ attention amidst an evolving macroeconomic and geopolitical landscape. In this session, we seek to unpack key findings from the latest Gold Demand Trends and the 2026 Central Bank Gold Reserves Survey, including the forces influencing the gold market today. We will also explore the key secular drivers, risks and opportunities for gold and what they could mean for institutional investors.
Workshop Objectives:
To deepen investors’ understanding of gold as a strategic asset and its role in institutional portfolios.
Company Profile:
The World Gold Council is a membership organisation that champions gold’s role as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Through trusted research, analysis and insights, we help investors and market participants better understand gold and its role within the global financial system. We work across the gold value chain to improve understanding, access and trust, while driving industry progress through policy engagement, standards and responsible market practices. Our 29 members are among the world’s leading gold mining companies, operating across more than 45 countries and sharing a commitment to a sustainable and responsible gold industry.
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