Speakers
Adrian Mazenauer
Adrian is a seasoned private banker with over 25 years of experience. He currently serves as Head of Wealth Management and Member of the Executive Committee at SCB Julius Baer, where he is responsible for executing the growth strategy for Wealth Management.
Adrian has proven track record of servicing the needs of sophisticated UHNWI families in Asia, with over 15 years of direct relationship management experience.
He holds an MBA from The University of Chicago Booth School of Business and a postgraduate diploma in global finance from the Chinese University of Hong Kong.
Dr. Jon Wongswan
Kulachat Chandavimol
Kulachat has more than 15 years of experience in banking and financial industry, particularly investment strategy and wealth management. He started in the investment research team at SCB Asset Management Co., Ltd. before moving into investment and product strategy at United Overseas Bank (Thai) Pcl. and UOB Asset Management (Thailand) Co., Ltd., then heading wealth advisory team at CIMB Thai Bank Pcl., and afterwards, private wealth management at KTB. Currently he is the Deputy Chief Marketing Officer at UOB Asset Management (Thailand) Co., Ltd., covering the areas of Investment Product Strategy & Solution Team, Digital Business & Marketing Communication Team and Wealth Management Team.
Martina Watcharawaratorn
Martina Watcharawaratorn is the Head of Investment Strategy in Fund Management at BBL Asset Management (BBLAM).
Prior BBLAM, she has experienced working in Treasury Department at Bangkok Bank, and Economic Department at Bank of Thailand. She joined BBLAM since 2019 and has been focusing on Asset Allocation, Foreign Investment Funds, and Investment Strategy since then.
She holds MBA from UCLA Anderson School of Management, and a Bachelor of Arts in Economics from Thammasat University. She is a CFA Charter Holder.
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
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’.
Yingyong Chiaravutthi
Yingyong Chiaravutthi (Frank) is Chief Investment Officer at Eastspring Asset Management (Thailand). Yingyong has joined Prudential Group (UK) since 2015, starting at Eastspring Investments Singapore as Vice President, Credit and Portfolio Management, then as Head of Investment at Prudential Life Assurance (Thailand). Before that, he spent nine years at TRIS Rating, Thailand's credit rating agency, as Vice President and Rating Committee. Yingyong began his career as Financial Analyst at Thomson Reuters in New York where he worked for seven years. He graduated MBA in Finance at Hawaii Pacific University, USA, and is a CFA Charterholder.
Workshops
Workshops
Is Global Investment Grade Truly Global – What Opportunities Could You Be Missing in Your Investment Grade Portfolio?
Presentation Summary:
Does it make sense to lend to those with the most debt in a world where borrowing costs have risen so dramatically? Bond indices are skewed to the most indebted countries. An efficient fixed income portfolio should be focused on the key drivers and degree of risk rather than replicating a benchmark line by line. However, traditional fixed income approaches can be exposed to structural flaws and inefficiencies, leaving investors with sub-optimal investment outcomes. We will discuss an alternative investment approach to exploit such inefficiencies and create opportunities for flexible investors.
Company Profile:
EFG Asset Management (EFGAM) is the designated investment manager of Swiss banking group, EFG International.
EFGAM manages New Capital funds & strategies and discretionary portfolios for clients worldwide.
New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide.
Speakers
Michael Leithead
Head of Fixed Income & Senior Portfolio Manager
Michael is Head of Fixed Income and Senior Portfolio Manager at EFG Asset Management, having joined EFG in 2007. He manages the New Capital Wealthy Nations Bond Fund and the New Capital Global Value Credit Fund as well as a suite of fixed maturity products and segregated accounts. Michael focuses primarily on global fixed income fund management, fixed income strategy and trading.
Prior to joining the firm, Michael worked at Fidelity International from 2003 to 2007 where he held several risk management roles and was responsible for both equity and fixed income derivative valuations.
Michael holds a BSc in Economics from Birmingham University, the Investment Management Certificate (IMC), the CFA UK Certificate in ESG Investing and is a CFA Charterholder.
Representatives
Bonny Tse
Head of Sales & Distribution, Asia
Bonny Tse is the Director of Sales and Distribution at EFG Asset Management responsible for the institutional and intermediary business development as well as client management in North Asia. Prior to joining EFGAM, Bonny was Vice President at Nomura Asset Management looking after the institutional business in Greater China. She was previously with J.P. Morgan Asset Management as a Senior Client Advisor in the Hong Kong Institutional Business Team. She began her career in asset management with Janus Capital where she was the Client Relations Manager covering institutional clients and major fund distributors in Asia Pacific ex Japan. Bonny holds a Bachelor of Commerce degree majoring in Accounting from the University of British Columbia, Canada and holds the designation of Chartered Alternative Investment Analyst.
Arjun Panchapagesan, CFA
CEO of EFGAM HK and EFGAM SG., Head of Portfolio Management, Asia
Arjun Panchapagesan is the Head of Portfolio Management for EFG Asset Management, Asia and the CEO Of EFG Asset Management, Singapore and EFG Asset Management, Hong Kong, Previously, he was Head of Investment Counselling for EFG Bank Singapore, a role which he had taken up in November 2016 following the acquisition of BS1 by EFG Bank. Arjun started his career in Coutts in 1998 where he spent more than 12 years. In Coutts London, he managed ultra high net worth client portfolios on a discretionary and advisory basis. Arjun then managed the Singapore Tailored Portfolio Management Services division again focusing on ultra high net worth client portfolios. For his last six years at Coutts, Arjun managed one of the largest portfolios in the bank - a USD 400 million Asian equities discretionary portfolio which consistently out-performed the benchmark over the period. He joined BSI Singapore in 2011 where he was Head of Strategic Advisory, responsible for the Discretionary and Advisory Services. Arjun has been a CFA charterholder since 2002. He has a BSC (Hons) Economics from the London School of Economics.
Market Uncertainty and the Case for an Agile Global Macro Strategy
Workshop Summary:
The presentation will delve into the investment case for PGIM Wadhwani’s “quantamental” approach and cover:
- The global economic outlook, desynchronised central bank policies and the implications, including increased volatility.
- The potential investment benefits of a global macro strategy that is flexible and agile
- The key differentiator of PGIM Wadhwani’s investment approach that targets consistent risk adjusted returns.
Company Profile:
At PGIM Investments, we think globally and execute locally. We provide access to active investment strategies in the pursuit of consistent outperformance and local market expertise to meet our clients’ needs.
We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI)1— a top-11 investment manager globally with more than $1.2 trillion in assets under management (AUM)2 and a company that individuals and businesses have trusted for over 140 years.
1PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.
2PGIM is the investment management business of Prudential Financial, Inc. (PFI); PFI is the 11th-largest investment manager (out of 431) in terms of global AUM based on the Pensions & Investments Top Money Managers list published on June 2022. This ranking represents assets managed by PFI as of 31/12/2021.
Speaker
Paras Bakrania
Client Portfolio Manager, PGIM Wadhwani
Paras Bakrania is a Client Portfolio Manager at PGIM Wadhwani. He serves as a subject matter expert and performs research and analysis for multi-asset portfolios.
Previously, he worked at GAM Systematic where he was Head Product Specialist. He also worked at AQR Capital Management and has worked as a hedge fund analyst and structured products trader. He graduated from the University of Cambridge with an MA in Economics and is a CFA charterholder.
Representatives
Jessica Jones
Managing Director, Head of Asia
Jessica Jones leads the strategy and execution of PGIM Investments in Asia. As head of PGIM Investments’ business in Asia, Jessica is responsible for business strategy, governance and distribution of the firm’s investment strategies through financial intermediaries such as banks, wealth managers, family offices and wealth management arms of insurance companies throughout Asia. Previously, Jessica spent 17 years at Goldman Sachs Asset Management, where she was a Managing Director and head of its Retail Client Business-Asia ex-Japan.
Sashi Nambiar
Managing Director, Head of South East Asia
Sashi Nambiar is Managing Director, Head of Southeast Asia at PGIM Investments International. Based in Singapore, he leads the firm’s sales and distribution efforts in key markets in the ASEAN Region. Before joining PGIM, Sashi worked at Wellington, where he was Managing Director, Global Wealth, and helped drive Wellington’s Asia Wealth business. He has held various leadership roles during his 20 years in the asset management industry, covering private banks and sub-advisory markets across Asia.
The Strategic Case for Gold in Institutional Portfolios
Presentation Summary:
Gain an overview of gold as an asset class, why you might think about an allocation and get the chance to ask questions in a Q&A session with the global experts.
Company Profile:
We’re the global experts on gold.
Leveraging our broad knowledge and experience, we work to improve understanding of the gold market and underscore gold’s value to individuals, investors, and the world at large.
Collaboration is the cornerstone of our approach. We’re an association whose members are the world’s most forward-thinking gold mining companies. Combining the insights of our members and other industry partners, we seek to unlock gold’s evolving role as a catalyst for advancements that meet societal needs.
We develop standards, expand access to gold, and tackle barriers to adoption to stimulate demand and support a vibrant and sustainable future for the gold market. From our offices in Beijing, London, Mumbai, New York, Shanghai, and Singapore, we deliver positive impact worldwide.
Speaker
Jaspar Crawley
Head of Institutional Investor Relationships (APAC, ex-China)
Jaspar Crawley is the Head of Institutional Investor Relationships, APAC ex-China and joined the World Gold Council in August 2018. Jaspar is responsible for building long-term relationships with institutional gold investors.
Jaspar has over 10 years’ experience in the gold industry and related fields, working as a precious metals sales trader at UBS and Deutsche Bank. Formerly a Captain in the British Army, Jaspar holds a degree in History (BA Hons) from Newcastle University, the STA Diploma in Technical Analysis and is a CAIA charter holder.
Representative
Mun Fai Cheong
Institutional Investor Relationships, APAC (ex-China)
Mun Fai Cheong is responsible for fostering close relationships with institutional investors in the Asia Pacific (ex China) region and advising them on gold as an asset class.
He has over 20 years of experience in the finance industry. Prior to World Gold Council, Mun Fai was leading ETF sales in the South East Asia region for HSBC Asset Management and State Street Global Advisors respectively. Mun Fai began his career at Mercer Investment Consulting where he advised institutional investors on their investment programs including asset allocation policy and external manager selection process. Mun Fai holds the CFA and CAIA charters and is member of the CFA Institute and CAIA Association.
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