Workshops
Income: take it or leave it
Investors often assume that income strategies sacrifice growth, but we believe they can serve as the core of a well-balanced portfolio. Our Global Equity Enhanced Income strategy delivers a 6% p.a. yield by combining high dividend-paying equities with options, ensuring consistent income without compromising total return.
We’ll discuss how our proprietary stock selection model seeks out attractively valued, high-quality companies with good market support to create a portfolio of solid companies with sustainable dividends while also preserving diversification across styles, sectors and regions.
By selectively including up to 10% non-dividend payers, we can access growth opportunities within the universe to help boost our overall total return.
Whether investors want to reinvest their income for compounding or withdraw it for cash flow, our approach provides a versatile solution that allows investors to decide whether to take it or leave it.
Workshop Objectives: Showcase why GEEI fund can fit into clients’ portfolios under current market conditions, highlighting how our approach balances income generation, capital growth, and diversification to create a resilient, all-weather portfolio that can quite literally last a lifetime.
Company Profile: Allspring Global Investments, a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. With more than $605 billion in assets under advisement (as of 31/12/2024) and 20 offices around the world, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.
Speakers
Wai Lee
Senior Portfolio Manager and Head of Systematic Research
Wai Lee is senior portfolio manager and head of systematic research at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Wai joined WFAM from Neuberger Berman, where he was the head of quantitative investments and a senior portfolio manager. Previously, he was the head of the quantitative engineering group at Credit Suisse Asset Management. Before joining the industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business.
Representatives
Priscilla Phoon
Head of Sales, Financial Institutions (Asia ex-Japan)
Wilson Yeoh
International Client Associate
Fund Group Workshop
Speakers
Joanna Yang
Portfolio Manager, Ninety One
Joanna is co-portfolio manager for the All China Equity and China A Shares Strategy in the 4Factor team at Ninety One. Joanna joined Ninety One in 2015 working as an analyst researching Asian equities. Prior to this, she worked at Allianz Global Investors, Hong Kong as senior research analyst, covering regional consumer and healthcare sectors. She started her career with Allianz in San Francisco, where she held various roles in Grassroots Research and marketing.
Joanna has a Bachelor of Arts degree from the University of California, Berkeley with a major in Architecture and a minor in Business Administration.
.jpg)
Speakers
.jpg)
Amanda Lee
Amanda Lee is Director and Head of Portfolio & Traditional Specialist - Asia Pacific, for Citi Global Wealth Investments. She is responsible for driving the sales and marketing efforts for Citi Discretionary and Mutual Funds business across all client segments in Asia Pacific.
Amanda has over 24 years of experience within the financial industry. Prior to joining Citi, she spent 12 years at JP Mongan Private Bank where she held various senior roles including investment marketing, mutual fund specialist, managed fixed income specialist, and most recently, Asia managed solutions
specialist. Amanda started her career at as an investment planner at Citibank before she become a Primer relationship banker at HSBC Bank. Subsequently she spent 7 years at Eastspring Asset Management heading the distribution sales, investment marketing and regional business development in Singapore.
Amanda holds a Bachelor degree in Business with double major in Economics and Finance from RMIT University in Melbourne.
-1.jpg)
Dany Dupasquier
Dany Dupasquier is Head of Fund and Alternative Selection at Standard Chartered Bank’s Group Wealth Management unit. He has global responsibility for developing and managing the Bank’s managed investments platform across all asset classes and segments, from traditional fund managers overseeing equity, fixed income and multi-asset portfolios to alternative investment strategies.
Dany joined Standard Chartered Bank in July 2009 and has over 30 years of experience in the banking sector. He was previously with Lombard Odier in Singapore where was a Vice President/Analyst in the Funds of Hedge Funds unit. His mandate included sourcing, analysis and selection of hedge fund managers for the private bank’s in-house fund of funds. Prior to that, Dany was based in Lombard Odier’s Geneva office where he started his career in the Geneva-based private bank in 1991. Dany is a CFA charter holder.
-1.jpg)
Jansen Phee
Jansen Phee is the head of Funds Investment Solutions for Asia Pacific at UBS Global Wealth Management. He is also the head of Global Investment Management China. In his first role, Jansen is responsible for UBS GWM’s fund business in APAC. He is based in Singapore and chairs UBS’s Asia Pacific Investment Fund Forum and is also a member of its Global Investment Funds Forum.
In his other role, Jansen is responsible for UBS GWM’s funds, alternatives, and wealth planning (life insurance and family trust) businesses in domestic China. Jansen previously also headed UBS’s discretionary fixed income and equity teams and was the head of the Singapore and Malaysia Investment Specialist team where he helped advise and structure investment solutions for clients. He has over 18 years of experience in investment advisory, discretionary management and research roles.
Prior to re-joining UBS, he was with BNP Paribas WM as the Head of Equities within the discretionary portfolio management team and before that a senior investment counselor. Jansen also spent time at Mercer Consulting as an investment consultant and at Citigroup Private Bank as an investment portfolio counselor.
Jansen graduated from the London School of Economics with Honors in Econometrics and Mathematical Economics.
Yazid Mahadi
Yazid is the Head of Funds Selection at Bank of Singapore and he plays a key role in developing the funds platform and ESG framework for funds in the Bank.
He has over a decade of experience in the institutional investment space in which he was primarily responsible for the external fund management and asset allocation in a sovereign wealth fund in Brunei.
He graduated from the University of Cambridge with an MPhil in Economics. He is also a CFA Charterholder and obtained the Certificate in ESG Investing from CFA.
Speakers
James Phillipps
James is a highly experienced, award-winning financial journalist and investment editor at Citywire Asia. He moved to Singapore in October 2021 from London, where he had edited Citywire’s UK wealth management and consumer investment websites. Previously working as a freelance journalist, James was a contributor to Forbes and a regular writer for the Telegraph and Evening Standard.
Paras Gupta
Paras joined UBP in 2017 and leads the Investment Specialists and Investment Advisory teams based in Singapore and the Discretionary Portfolio Management (DPM) teams in Singapore and Hong Kong.
Paras has over 20 years of experience in banking and wealth management, during most of which he has provided investment advisory services and managed discretionary portfolios for high net worth and institutional clients in Asia. He previously held senior positions at BSI in Hong Kong and Coutts in Singapore, and has also held roles in HSBC and Merrill Lynch in Singapore.
Paras holds a master's degree in Business Administration from the Indian Institute of Foreign Trade in New Delhi, India. He is also a CFA Charterholder and a Certified Financial Risk Manager (FRM).
Workshops
Workshops
Beyond Boundaries: The Power of Unconstrained Bond Strategies
This presentation explores Allspring’s differentiated approach to flexible fixed income investing and why it delivers more. More opportunistic. More diversified. More consistent. This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles.
We'll also show why it’s the ideal time to revisit flexible fixed income strategies. Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago. We’ll also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market.
Workshop Objective:
1. Understand the key components of a multi-sector fixed income investment process, including security selection, sector allocation, and risk management techniques.
2. Analyse the relative value and risk-return characteristics of major fixed income sectors, such as government bonds, corporate credit, high yield, emerging markets, and securitized products.
3. Evaluate the current market environment and economic factors influencing various fixed income sectors.
Company Profile: Allspring Global Investments, a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. With more than $570 billion in assets under advisement (as of 31/3/2024) and 21 offices around the world, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.
Speaker
Noah Wise, CFA
Senior Portfolio Manager, Plus Fixed Income
Noah Wise is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before that, Noah worked as a lead market maker for Interactive Brokers. He earned a bachelor’s degree in finance and a master’s degree in business administration from the University of Wisconsin, Madison. Noah has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Representatives
Priscilla Phoon
Head of Sales, Singapore
Wilson Yeoh
International Client Associate