Citywire Selector Symposium 2026

Citywire will gather key product selectors and investment allocators from the leading private banks, wealth managers and family offices in Singapore for a lively morning of industry sharing, networking and debate.

This closed-door conversation between peers will examine the brighter spots on product shelves, strategic development priorities and the latest market dynamics impact decisions.

Last year, we published our Asia Fund Selector 2025 edition, demonstrating the dedication and contribution of several fund selection leaders. We are excited to host our delegates for what promises to be an interesting and interactive discussion.

If you would like to be considered for an invitation, please fill in the form and we will get back with more details upon confirmation.

If you are from an asset management firm and interested in attending this event, please contact Cassie Wong regarding sponsorship at cwong@citywireasia.com

Citywire Asia 1

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.

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Peer-to-peer networking

Connect with fellow industry leaders to exchange strategies and challenges.

Speakers

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Speakers

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Amanda Lee

Amanda Lee

Head of Portfolio & Traditional Specialist APAC, Citi Global Wealth

Buyside Panel Discussion 1

09:05 - 09:45, 21 April

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.

Amanda Lee

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Meng Keet Wong

Meng Keet Wong

Head of Managed Products and Alternative Investments, UOB Private Bank

Buyside Panel Discussion 1

09:05 - 09:45, 21 April

Mr. Wong Meng Keet joined the UOB Group in 2013 and is Head of Managed Products and Alternative Investments at UOB Private Bank. Mr. Wong is responsible for the Bank’s Managed Product Solutions, including traditional long only funds, alternative investments, and discretionary portfolio management (DPM) sales. In this role, Mr. Wong also oversees the Bank’s Fund Advisory and Fund Due Diligence teams. Before joining UOB Private Bank in 2016, Mr. Wong managed the UOB Group’s proprietary investments in three vintages of private equity and a hedge fund of funds.

Prior to joining UOB Private Bank, Mr. Wong was a Partner and Senior Analyst at Albourne Partners, the world’s largest consultant on complicated assets with over USD 650bn under advice. There, he advised institutional investors, including sovereign funds, state and corporate pension plans, endowments and foundations and family offices on alternative investment allocations. Earlier in his career, Mr. Wong held positions at UBS AG and BearingPoint.

Mr. Wong has a Master of Business Administration (MBA) from The Wharton School, University of Pennsylvania, a Bachelor of Law from Wolfson College, Cambridge University, and a Bachelor of History from Yale University.

Meng Keet Wong

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Yan D'Aloia Genhart

Yan D'Aloia Genhart

Head of Investment Advisory, Private Clients, Asia, Lombard Odier Group

Buyside Panel Discussion 1

09:05 - 09:45, 21 April

Yan D’Aloia Genhart is Head of Investment Advisory, Asia, Private Clients, at Lombard Odier.

He oversees the development and delivery of strategic investment advice, guiding teams to provide tailored portfolio solutions that support the complex financial goals of high-net-worth clients. Yan has over 14 years of advisory and portfolio management experience, including over 12 years with Lombard Odier.

Before relocating to Singapore in 2023 to focus on clients across Southeast Asia, he spent six years at Lombard Odier in Geneva, advising high-networth clients and their families. Prior to joining Lombard Odier, Yan held roles at PepsiCo in the Strategy and M&A team, the Swiss Federal Department of Finance, and a Geneva-based Single Family Office, where he started his investing and asset allocation journey.  

He holds a Bachelor in Finance from Geneva Business School. He is also a Chartered Financial Analyst (CFA) and a Certified Wealth Management Advisor (CWMA). 

Yan D'Aloia Genhart

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Yazid Mahadi

Yazid Mahadi

Head of Funds Selection, Bank of Singapore

Buyside Panel Discussion 1

09:05 - 09:45, 21 April

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. 

Yazid Mahadi

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Karen Tan

Karen Tan

Karen Tan, Executive Director, Fund Solutions Lead – Asia, Pictet Wealth Management

Buyside Panel Discussion 2

12:10 - 12:50, 21 April

Karen is Executive Director, Fund Solutions Lead, Asia for Pictet Wealth Management, focused on managed solutions advisory for Asia. She joined Pictet Wealth Management in 2020 as a Fund Specialist.

Before this, she was with UBS Wealth Management where she was an investment specialist at the Advisory and Sales team, covering under contract solutions including discretionary mandates, advisory mandates, private assets and funds. Prior to that, she covered managed solutions advisory including Funds, Alternatives, discretionary and advisory mandates during her tenure at Bank Julius Baer. Karen has more than 20 years of experience in the Private Banking industry.

She started her career at Merrill Lynch and has also worked at HSBC Private Bank and Bank of Singapore. Karen graduated from Nanyang Technological University with a Bachelor of Business, Banking. She is a Chartered Alternative Investment Analyst and Certified Financial Analyst in ESG Investing.
 

Karen Tan

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Shafali Sachdev

Shafali Sachdev

Head of Investment Services, Asia for BNP Paribas Wealth

Buyside Panel Discussion 2

12:10 - 12:50, 21 April

Shafali Sachdev is Head of Investment Services, Asia for BNP Paribas Wealth Management, responsible for the regional investment services platform.

Before taking on her current role, she was Head of Fixed Income, Currencies and Commodities (FICC), Asia, based in Singapore. She was responsible for leading FICC development, advisory and execution efforts for the wealth management business in the region.

Shafali has extensive sales and structuring experience in Asian markets. Prior to joining BNP Paribas Wealth Management as Head of FX, Asia in 2017, she was Head of Structured FICC Products for the Citi Private Bank for Asia, handling foreign exchange, rates, commodities and credit products. She also did stints as Head of FX Bank Sales for Greater China, Regional FX Structuring covering Asian Institutional and Corporate clients and FX Sales for Corporates & Institutions in Citi and in Bank of America.

She holds a Bachelors degree in Economics from Delhi University, and an MBA from the Indian Institute of Management, Ahmedabad.

Shafali Sachdev

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Qian SU

Qian SU

Head of Investment Management, Asia, Indosuez Wealth Management

Buyside Panel Discussion 2

12:10 - 12:50, 21 April

As the Head of Investment Management Asia, Qian is responsible for leading and developing Indosuez’s Investment platform in the Asia region and providing managed portfolio solutions across different asset classes, in both public and private markets.

She is currently in charge of Discretionary Portfolio Management, Public Fund Solutions and Private Markets. She also has a solid long-term record as a Fund Manager specialising in Asia and China Equity investments since 2011. Qian has close to 20 years of experience in Financial Markets, with strong expertise in portfolio management and fund management, providing holistic investment strategies and portfolio solutions for Asia clients. As a native Chinese with a wide breadth of working experience from Mainland China, to Western Europe and Asia including Singapore, she has a deep understanding of Global and Asia markets and delivers highly-customised investment solutions and services for clients.

Qian joined Indosuez in Switzerland in 2011 as an Equity Portfolio Manager. She relocated to Indosuez in Singapore in 2016 and was put in charge of the Asia Equity investment strategy and discretionary portfolio management. Prior to joining Indosuez, Qian started her career in 2007 in Macroeconomics & Market analysis and Commodity trading with Total Energies, based in Paris and in Geneva.

She holds a Master of Science in Chemical Engineering and a Master’s Degree in Economics and Management at IFP school (Paris). Qian is a Chartered Financial Analyst. Qian is fluent in English and French, and native in Chinese (Mandarin).

Qian SU

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

MODERATOR: Nicole Lee

MODERATOR: Nicole Lee

Founder & CEO, You Never Know

Buyside Panel Discussion 2

12:10 - 12:50, 21 April

Nicole Lee is a former UBS investment professional with 15 years in finance, where she led regional investment content strategy within UBS Wealth Management’s Chief Investment Office, producing and anchoring flagship investment shows for the UBS Circle One platform.

After UBS, she took a leap of faith to lead the Consumer Business at ADDX, a fintech startup offering tokenized alternative investments, before founding You Never Know in 2025 — partnering with visionary organisations to create authentic, high-impact podcasts and video storytelling.

She now hosts and produces the You Never Know podcast, with more than 40 episodes featuring C-suite leaders, founders and emerging voices across business, finance, health and culture — generating over 2.5 million impressions across YouTube and LinkedIn, and more than 200,000 YouTube views in 2025.
 
MODERATOR: Nicole Lee

Buyside Panel Discussion 1

Q1 2026 — Building resilience and positioning portfolios for the long term

The year started on a high note, with Asia markets rallying and transactional activity high. Still, the general sentiment on the street remains mixed, with investors cautious of ongoing geopolitical turmoil, a shifting rate cycle and the historical sell-off in precious metals.

What have been the hottest tactical plays so far? What are the key allocation themes emerging in Q1? How are risk appetites shifting, and which asset classes, regions and strategies are gaining traction with clients? With advisory-led investment frameworks playing a central role, how are portfolios being positioned for the long term? Where do alternatives feature in portfolio constructions?

Buyside Panel Discussion 2

Investment Themes in Focus — Perspectives on AI, Technology and ESG

The role of thematic investing in client portfolios continues to be debated, particularly as market conditions and investor priorities shift. From artificial intelligence and technology-led strategies to sustainability and ESG, private banks are approaching these ideas with greater selectivity and caution.

This panel will discuss how private banks and wealth managers are assessing and prioritising thematic opportunities today, how themes are translating into investable strategies, and where conviction remains or is being tested across portfolios. How are enduring trends distinguished from short-term market narratives? Which themes are gaining traction, and how are they being considered alongside broader portfolio objectives?

Presentations

First Trust
Lazard Asset Management
Thornburg
Wellington Management

Presentations

First Trust
Lazard Asset Management
Thornburg
Wellington Management

First Trust

Innovative Investing – How to Invest Thematically

Amid increasing global geopolitical turmoil, the case for portfolio diversification has rarely been stronger. Passive investing approaches that focus purely on the market capitalization of a company may not suffice. Against this backdrop, we have seen an increase in client appetite for thematic based investments, with both the quantity and size of these funds growing significantly. 

However, not all themes are created equal, and just because a theme has delivered attractive returns historically does not mean it is well positioned going forward. 

In this presentation, First Trust will highlight its thematic research insights, active thematic selection and several best-in-class thematic products, including Aerospace and Defence, Smart Grid Infrastructure and American Industrial Renaissance products. We will also explore the merits of this approach as a tool for thematic asset allocation decision-making, highlighting which areas emerge as most compelling in the current market context.

Workshop Objectives: 

  • Showcase the evolution of thematic Investing, highlighting where we have seen strong client flows and attractive returns. 

  • Introduce First Trust’s active thematic model portfolio and how it may enhance investors’ expected returns. 

  • Present First Trust’s best-in-class thematic ETFs.

     

First Trust
Lazard Asset Management
Thornburg
Wellington Management

Lazard Asset Management

Capitalizing on the Growth of Digital Assets Through the Lens of Listed Equities

Digital assets extend far beyond cryptocurrency price surge and market cap expansion. The technology underlying cryptocurrencies may unlock potentially transformative opportunities from blockchain such as like tokenization, smart contracts, and decentralized infrastructure. This disruption is already evident in the finance industry - DeFi and fintech platforms are challenging traditional finance, and many traditional banks are actively issuing tokenized assets.
 
We see this as an investable opportunity poised to potentially unfold over the coming decade. Through our differentiated investment approach, we have built an active equity portfolio that aims to capture some of the most exciting opportunities in the digital asset space. This strategy has already demonstrated a strong track record of this differentiated approach in its 4-year track record.

Workshop Objectives: To show that the Digital Assets strategy aims to capture not only the rise of cryptocurrencies, but also the broader opportunity potentially available in underlying technology adoption.

View Presentation

First Trust
Lazard Asset Management
Thornburg
Wellington Management

Thornburg

Income as an Anchor in a Stormy World: How Bottom-Up Stock Selection Can Support a Differentiated Total Return

This high-conviction global equity income strategy has consistently delivered attractive long-term alpha, despite a long-standing underweight to the U.S. At the heart of the approach lies disciplined, bottom-up stock selection—grounded in fundamental research and unconstrained by benchmarks. Rather than relying on regional or sector tilts, the portfolio focuses on identifying resilient, cash-generative businesses with the capacity to sustain and grow dividends over time. This session explores how a selective, research-driven investment philosophy can uncover differentiated sources of income and return and also remain balanced without looking like the benchmark, offering investors a compelling defensive equity total return solution that is complemented by income in for today’s global landscape.

Workshop Objectives:

  • Understand how bottom-up, unconstrained stock selection drives income and alpha.

  • Learn how this high-conviction strategy offers defensive equity exposure beyond traditional geographic or sector tilts.

View Presentation

First Trust
Lazard Asset Management
Thornburg
Wellington Management

Wellington Management

Absolute Return Global Equity: Building More Resilient Portfolios

For much of the past decade, combining equities with bonds has been an effective way to build portfolios. More recently, however, periods of simultaneous drawdowns have challenged the reliability of traditional diversification - particularly in more volatile, uncertain markets. At the same time, market return expectations are more modest, making alpha -returns beyond market exposure - increasingly important. Investors are therefore seeking reliable, repeatable sources of alpha that are genuinely uncorrelated to broader markets.

That’s precisely the role the Wellington Absolute Return Global Equity Strategy is designed to play. Through a low-beta, multi-manager approach grounded in disciplined fundamental stock selection and robust risk control, the Strategy aims to deliver stable absolute returns with low correlation to traditional asset classes - helping investors smooth portfolio outcomes and build resilience across market cycles.

Workshop Objectives: Explore how low beta, absolute return equity strategies can deliver consistent, stable returns through disciplined fundamental stock selection and risk control, and how they may strengthen portfolio diversification and resilience in today’s volatile markets.

Company Profile: Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,500 clients in more than 60 countries. The firm manages more than US$1.3 trillion, as of 31 December 2025, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.

View Presentation

First Trust
Lazard Asset Management
Thornburg
Wellington Management

Add extra partners (e.g. tech or media partners)

Agenda

  1. 08:30 - 09:00

    Networking and Registration

  2. 09:00 - 09:05

    Welcome Address

  3. 09:05 - 09:45

    Buyside Panel Discussion 1 Q1 2026 — Client Flows, Allocation Trends and Portfolio Positioning

  4. 09:50 - 10:20

    Fund Group Workshop One

  5. 10:25 - 10:55

    Fund Group Workshop Two

  6. 11:00 - 11:30

    Fund Group Workshop Three

  7. 11:35 - 12:05

    Fund Group Workshop Four

  8. 12:10 - 12:50

    Buyside Panel Discussion 2 Investment Themes in Focus — Perspectives on AI, Technology and ESG

  9. 12:50 - 13:45

    Networking Luncheon

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For more information, please contact:

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Luke Blacklee

Head of Asia and Middle East

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Yokaze Ito

Senior Relationship Manager

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