Workshops
Workshops
Fund Group Workshop
Company Profile:
Fund Group Workshop
Company Profile:
Speakers
Alice Tan
To be updated
Eddy Loh
Mr Eddy Loh is currently the Chief Investment Officer (CIO) of Maybank Group Wealth Management. He is responsible for the investment and asset allocation strategy across the wealth segments at Maybank.
Armed with 20 years of experience, Eddy is a seasoned investment professional and has garnered a diverse range of work experiences.
Prior to joining Maybank in 2019, he had held roles as investment strategist and equity researcher at Credit Suisse, Bank of Singapore, Barclays, Citigroup, Merrill Lynch and DBS.
Being fluent in both English and Mandarin Chinese, he is a regular guest on a number of radio and regional TV shows, to share with the wider public the bank’s analysis on latest market movements.
Based in Singapore, Eddy is a Chartered Financial Analyst (CFA), and holds a Master of Business Administration (MBA) degree from the Ivey School of Business as well as a Bachelor’s degree from the National University of Singapore.
Francis Liu
Francis Liu is Chief Executive Officer, Private Clients Asia, and Chief Executive Officer, Singapore. He manages Lombard Odier’s private wealth management activities across its Singapore, Hong Kong and Tokyo offices.
Francis has over 30 years of experience in the banking and finance industry. Prior to joining Lombard Odier, Francis was in UBS Wealth Management in Hong Kong, where he assumed various senior leadership roles within UBS’ APAC wealth management franchise over the last 12 years. Most recently he was Regional Head of UBS’ APAC UHNW business, where he coordinated all regional and country by country Ultra High Net Worth offerings, exposing him to all key Asian markets including South East Asia.
Previously, Francis worked as a Managing Director at Merrill Lynch Private Wealth Management across Taipei, Singapore and Hong Kong, where he was responsible for the Greater China region.
Gareth Nicholson
Gareth Nicholson joined Nomura in July 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. He is based in Singapore.
Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk
management support.
Gareth has over 18 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. He began working in finance in 2004 as a derivatives specialist with Deutsche Asset Management after an early career as a mathematics teacher.
Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.
Speakers
Grizelda Lee
Grizelda has 18 years of experience in the fixed income space, with investment expertise in Asian credit funds. She was previously the Head of Advisory, as well as the Head of Asset Management at CA Indosuez. She also spent five years in Hong Kong in her most recent role, looking after portfolio management, fund selection and private equity.
Grizelda holds a bachelor’s degree in civil engineering from the National University of Singapore
Jeffrey Yap, CAIA
Jeffrey heads the Investments and Wealth Solutions (IWS) team for Southeast Asia at HSBC Global Private Banking and Wealth. In this role, he is responsible for the delivery of investments, products, platforms and wealth solutions for the whole wealth continuum of Global Private Banking and Wealth in Southeast Asia.
Jeffrey is a well-recognised investment professional in Asia with over 26 years of experience in global financial markets across asset classes. He has built and managed investment, trading, product and advisory teams for global financial institutions including hedge funds and private banks.
Jeffrey has a deep understanding of the trading, investment, products and risk management of various asset classes. He is unique among financial professionals in Asia with his breadth of experience ranging from equities, fixed income, FX, commodities, local currency debt to alternatives investments. Furthermore, his strong business acumen, mentoring and leadership experiences have enabled him to build strong businesses and manage successful teams regionally.
Prior to joining HSBC, Jeffrey worked as Managing Director in PAG, one of Asia’s largest alternative investment firms and was responsible for the firm’s public fixed income investments. Prior to that, he was Chief Investment Officer of Ark One as well as Managing Director and Head of Fixed Income Trading - Asia for Mizuho Securities.
Jeffrey is a CAIA charterholder and holds a MBA degree from Charles Sturt University and Honors Degree from University of London.
Narit Kosalathip
Narit has over 27 years of professional experience in the investment and wealth management business, covering a range of areas including marketing, client coverage and advisory, product development, sales management and strategic planning.
Currently, he is a Managing Director and Head of Wealth Management Group and is responsible for the strategic management of Thailand’s largest team of private bankers overseeing more than Baht 700 billion of AUM. As the head of Wealth Management, Narit works with the leadership team of respective functions in Wealth Management namely CIO, Investment Solution, Business Development, Sales Management and Marketing to ensure quality and competitiveness in the service offerings.
Prior to his current position, Narit worked in several roles within Wealth Management covering Sales, Market, Product and Business Development. He played an instrumental role in building the firm’s preeminent onshore wealth management platform that has won numerous recognition as the Best Private Bank in Thailand from many reputable institutions.
Narit started his career with Phatra Securities in 1995 in the Asset Management Division. He was in charge of managing relationships with the company’s institutional clients. During his graduate education, Narit had a chance to intern with Goldman Sachs in New York and Hong Kong as a summer associate in the Investment Management Division. After his MBA, Narit came back to Thailand and rejoined Phatra in Wealth Management.
Prashant Bhayani
Prashant Bhayani is the Chief Investment Officer, Asia of BNP Paribas Wealth Management based in Singapore. Prashant leads the investment strategy and asset allocation advice in Asia and is a member of the Global Investment Strategy Committee.
Prashant joined BNP Paribas Wealth Management in January 2016 from J.P. Morgan Private Bank where he was a senior global investment specialist in Singapore. Before that, he was co-Chief Investment Officer, co-Founder, Managing Partner of Cork Street Capital Advisors, a global equity alternatives firm based in London. Prior to that, Prashant was Head of International Equity Specialist portfolios at Goldman Sachs Asset Management in London.
Prashant is a highly accomplished professional who brings over 30 years of experience across asset classes in equity, fixed income, foreign exchange, and alternatives having worked in Asia, United Kingdom and the United States.
Prashant received a BA in Economics at Northwestern University in Evanston in 1991 and a MBA at INSEAD in Fontainebleau, France in 1997.
Speakers
Sornchai Suneta
Having over 20 years of experience in asset management and wealth management industry, Sornchai is currently leading the Investment Advisory Practice, CIO office at Siam Commercial Bank (SCB).
He was appointed as Advisor to the sub-committee on Monetary, Banking, Financial Institutions and Capital market, Thailand legislative Assembly, in addition to serving as one of the CFA Society Thailand’s Board of Directors and also CFP Board member.
Prior to joining the Bank’s Investment Advisory team, he was the Chief Investment Officer at SCB Asset Management.
Win Phromphaet, CFA
Win has over 20 years of professional experience in Investment Management. He is currently EVP - Head of High Net-Worth Division, Bank of Ayudhya PCL. His division is responsible for developing HNW segment strategies, building relationship and providing customized services for over 100,000 HNW clients, as well as collaborating among Krungsri Group to enhance investment advice and recommend asset allocation for clients.
Prior to this, Win was Chief Investment Officer of Principal Asset Management. He led a team of 20 to win the prestigious Best Fund House – Domestic Fixed Income Award by Morningstar Thailand for 4 consecutive years. Before that, he was Head of Investments and Deputy Spokesperson of the Social Security Office, Thailand's largest institutional investor with total AUM of US$38 billion.
Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. His MBA study was sponsored by the Royal Thai Government Scholarship. Win is a CFA Charterholder and is currently President of CFA Society Thailand.
During the weekends, Win teaches finance courses at Thammasat University, National Institute of Development Administration (NIDA), and Assumption University in Bangkok. He was awarded an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. He authored 3 books; ‘Invest Like A Pro’, ‘Career in Finance’ and ‘Career in Finance: Revised Edition’.
Workshops
Workshops
Sustainable Asian Cities. The Future of Living Starts Today.
Presentation Summary:
Asia has been urbanising at an unprecedented scale and speed, resulting in some of the densest urban centres globally. With this increase, existing urban infrastructure will struggle to support residents. Add to that the impact of increasingly frequent and severe climate events, the need for Asian cities to achieve more sustainable change has never been more urgent.
Find out about BNP Paribas Sustainable Asian Cities Bond, a solution providing direct exposure to multi-decade Asian infrastructure and sustainable cities projects, which potentially offers attractive risk-adjusted returns, diversification and the opportunity to capture greenium, the premium of green bonds over conventional bonds.
Company Profile:
BNP Paribas Asset Management (BNPP AM) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM’s investment capabilities are focused on: High Conviction Strategies, Private Debt & Real Assets, Multi-Asset, Quantitative & Solutions (MAQS), Emerging Markets and Liquidity Solutions. Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. BNPP AM currently manages EUR 501 billion of assets.
Source: BNPP AM, as at 31 December 2022
Speakers
Yu Fu, CFA
Investment Specialist, Emerging Markets Fixed Income
Yu Fu has been an Investment Specialist at BNP Paribas Asset Management since 2021.
Before joining BNP Paribas Asset Management, Yu was with Allianz Global Investors as an Associate Product Specialist covering Asian Fixed Income. Prior to that, Yu was an Associate Investment Director with global investment advisory firm Cambridge Associates based in Singapore, and worked alongside institutional investors and family offices on investment portfolio advisory and discretionary management mandates.
Yu began his career at Bloomberg LP in 2011, where he was an Analytics Specialist and Institutional Sales Associate for Southeast Asia Emerging Markets. Yu holds a Bachelor of Business Administration (Honours) from the National University of Singapore and is a CFA charterholder.
Rick Cheung
Portfolio Manager, Fixed Income, Emerging Markets Debt
Rick is a Portfolio Manager for the Emerging Market Fixed Income team at BNPP AM. Rick is responsible for managing our EM and Asia credit strategies. Rick joined our firm in 2022 and is based in Singapore.
Before joining us, Rick was at AIA Investment Management Limited, where he was a Portfolio Manager managing USD Emerging Market Fixed Income. He started his career in the industry at IMC Asia Pacific in 2017 as an Index and Equity Option Trader. He took a leading role to setup the option trading desk in Hong Kong and became the Head of Hong Kong Options Desk in 2021.
Rick has 15 years of industry experience. He holds a graduate degree in Business Administration with Financial Engineering concentration from the Chinese University of Hong Kong. Rick is a CFA charterholder.
How Artificial Intelligence (AI) Can Drive Productivity in the 21st Century
Presentation Summary:
Embracing Artificial Intelligence (AI) technologies and integrating them strategically across various sectors can unlock new levels of efficiency, effectiveness and potentially alleviate labor constraints. By investing in strategies focusing on robotics and broader technological innovation, investors stand to benefit from major developments in the AI ecosystem.
Company Profile:
CANDRIAM stands for "Conviction AND Responsibility In Asset Management" and is a European based asset manager. A leader in sustainable investments since 1996, CANDRIAM manages around $150 billion of AUM with a team of more than 200 investment professionals based in investment offices in Brussels, Paris, London and Luxembourg. CANDRIAM offers a broad spectrum of ESG and thematic equity strategies focused on key sustainability trends and mega trends.
Speaker
Felix Demaeght
Fund Manager, Candriam
Felix Demaeght is co-manager of the Candriam Equities Robotics, Innovative Technology and Candriam Equities Meta Globe UCITS funds.
Felix started his career in 2015 at Capitalatwork in Brussels as an equity research analyst primarily focusing on tech and automotive sectors. In 2018, he joined Candriam as the dedicated equity research analyst on the Robotics and Innovative Technology Fund. Since December 2021, he has been co-managing that fund and subsequent technology-focused fund launches.
EQT Nexus: Enabling Access to the World of Private Equity
Presentation Summary:
EQT is one of the top 3 Private Equity firms in the world and they have been delivering top quartile performance since 1994. Their returns have also outperformed public markets consistently.
The firm was founded with a Nordic and industrial heritage, backed by the Wallenberg family of Sweden. They are thematic investors in Healthcare, Technology and the Energy transition across Private Equity and Real Assets. EQT believes in future-proofing companies by accelerating their digitalization and sustainability agenda.
EQT Nexus is a semi-liquid Private Equity fund that will invest in the best of EQT’s value-added Private Markets strategies across their flagship funds and make direct co-investments in companies alongside these funds – effectively giving individual investors similar access as EQT’s largest institutional investors, without the J-curve.
Company Profile:
EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. EQT today has EUR 216 billion in total assets under management, within two business segments – Private Equity and Real Assets.
With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture.
EQT has offices in 20 countries across Europe, Asia and the Americas and has close to 1,800 employees.
Speaker
Sueann Yeo
Head of APAC Private Wealth Client Relations & Capital Raising, EQT Partners
Sueann joined EQT Partners in April 2022 as the Head of APAC PWM & Capital Raising based in Singapore.
Prior to EQT, Sueann was an Executive Director and Head of Alternative Investments (Southeast Asia) at J.P. Morgan Private Bank. She focused on Ultra-High Net Worth individuals and Family Offices investors coverage.
Sueann received a BBM with a major in Finance from Singapore Management University and is a Chartered Alternative Investment Analyst charter holder.
Harvesting Innovation: Investment Opportunities in Health Care
Presentation Summary:
The healthcare sector has typically shown resilience through market drawdowns and today also benefits from significant long-term growth drivers. Find out more from Janus Henderson Client Portfolio Manager, Jennifer Nichols, on why the healthcare sector could offer an attractive combination of defence and growth in today’s market.
Company Profile:
Janus Henderson Group is a leading global active asset manager dedicated to helping investors achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. Janus Henderson offers a broad range of investment solutions, including equities, fixed income, multi-asset. and alternative asset class strategies.
At 31 March 2023, Janus Henderson had approximately US$311 billion in assets under management, more than 2,000 employees, and offices in 24 cities worldwide. Headquartered in London, the company is listed on the NYSE and the ASX.
Speaker
Jennifer Nichols, CFA
Client Portfolio Manager, Janus Henderson Investors
Jennifer Nichols is a Client Portfolio Manager at Janus Henderson Investors. She has been with the firm since 2014. As a member of the investment team, she works closely with analysts and portfolio managers to create and deliver equity insights and analysis on a range of topics, including detailed explanations of many of the firm's equity strategies.
Jennifer holds the Chartered Financial Analyst designation and has 21 years of financial industry experience.
Where Next? Fixed Income Investing for a New Dawn
Presentation Summary:
The world of fixed income is transforming. After a decade of low interest rates and inflation, volatility is back and many convictions are being challenged.
Where next for fixed income investors? M&G’s fixed income investment director, Pierre Chartres, will share his insights and explains why a flexible approach to fixed income investing is warranted at this juncture, and where he sees value across bond markets.
Company Profile:
M&G Investments is a global asset manager, serving customers and clients for nearly 90 years since launching Europe’s first ever mutual fund back in 1931. Through long-term active investment management, we build solutions around what matters most to our customers and clients. We look for the best opportunities to invest in, across a wide range of asset classes, on behalf of people who care how their money is invested. We manage assets of over USD 366 bn (as of 31 December 2022) in equities, multi-asset, fixed income, real estate and cash for our customers and clients in the UK, Europe and Asia.
Speaker
Pierre Chartres
Investment Director, Fixed Income, M&G Investments
Pierre is an Investment Director in the fixed income team. His role involves explaining the investment philosophy, process and performance of M&G’s fixed income fund range, as well as providing updates on overall financial market performance, investment trends and the economic outlook.
Before joining M&G in 2013, Pierre worked at BNY Mellon Asset Management for seven years, most recently as a portfolio strategist designing, developing and managing multi-asset investment solutions. Prior to that, he spent two and a half years at Natixis Asset Management in Paris. He has a Masters-level degree in business and finance from ESSCA Business School, Angers, France and is a CFA charterholder.
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