8:30 am - 9:00 am
Networking and Registration

9:00 am - 9:10 am
Welcome Address

9:20 am - 10:00 am
Post Covid-19: Transformation in Difficult Conditions

As the Kingdom, and most of the region, emerges from Covid, what changes and advances have been made with clients, technology platforms and product priorities over the crisis? In what way are the newly empowered second and third generation of high-net-worth clients more tech-savvy and inclined to support sustainable and responsible investing in their portfolios? Amid difficult market conditions, how are leading banks and asset managers transforming their platforms and product offerings to cater to changing consumer behaviour across the wealth spectrum?

Panellists:

• Dr. Jon Wongswan, Managing Director, Head of Investment Solutions, Wealth Management Department, Kiatnakin Phatra Securities
• Pramook Malasitt, Senior Vice President, Head, CIO Office, Krungthai Bank
• Dr. Surakiat Kahaboonsirihansa, Vice President, Chief Investment Strategist, Bangkok Bank
• Verawat Kirinruttana, SVP, Digital Wealth Platform Division & SVP, Investment Aspiration Management Division, Investment Office and Product Function, Chief Wealth Banking Office, Siam Commercial Bank (SCB)
• Win Phromphaet, EVP - Head of High Net-Worth Division, Krungsri Bank

10:05 am - 12:20 pm
4x Workshop Rotations

Allianz Global Investors:
Active Multi-Thematic Investing – Capturing Today’s Opportunities
Higher inflation and rising interest rates have stopped global markets in their track. Against insecurity, low visibility and high news flow, a thematic approach can help to navigate markets and to focus on what is important in the long run. At the same time, thematic investing is more than just technology investing - long-term structural change can be found in many areas. With an active approach, a multi-thematic portfolio remains relevant in changing market environments.

Presenter: Holger Wehner, Managing Director, Global Head of Product Specialists Equity, Allianz Global Investors

Fidelity International:
Sustainable Asia: Reaping the growth potential of Asia and ESG
Asia is becoming a vital market for those looking to drive sustainable change. With appropriate research and an understanding of local issues, find out how Fidelity International thinks about Asia from an ESG angle, how we are working with the region’s companies to enhance their environmental, social and governance (ESG) profiles and increase the potential for long-term returns.

Presenter: Christopher Wong, Client Portfolio Strategist, South East Asia, Fidelity International

Nomura Asset Management:
Rediscovering Japan and ESG with Nomura Asset Management
Drawing on the collective power of our investment teams and ESG specialists in Tokyo, we provide a unique perspective on investing in Japan. In this presentation we cover the attractiveness of Japan equities, our engagement activities, and perspectives for investing in Japan.

Presenter: Yuichi Murao, Chief Investment Officer (Equity), Nomura Asset Management

PineBridge Investments:
Risks and Rates: Cyclical Resilience with Asian Investment Grade Bonds
When most risk assets have been in free-fall over the past year, the Asia IG debt markets demonstrated remarkable resilience showing that the asset class could provide stable income and uncorrelated alpha – and act as a durable core. Join this session where PineBridge’s Omar Slim, Managing Director, Fixed Income Portfolio Manager, shares how a highly nuanced approach to credit selection can harness advantages of this asset class more effectively.

Presenter: Omar Slim, CFA, Managing Director, Portfolio Manager, Fixed Income, PineBridge Investments

12:25 pm - 1:00 pm
Real Assets, Private Markets and Alternatives: Delivering Alpha?

Against a backdrop of global market volatility and surging inflation, 2022 has begun in a risk-off mode with investment horizons generally shortening and positions becoming more liquid. What products can best protect and reward clients in an inflationary environment? Can portfolios be strengthened with greater access to private markets and alternative assets? What challenges need to be overcome in the fields of regulation, infrastructure, technology and education to enable more Thai clients to benefit from private and alternative products in their portfolios? Which platforms are at the forefront of this change in Thailand?

Panellists:

• Kulachat Chandavimol, Deputy Chief Marketing Officer, Business Development Division, UOB Asset Management (Thailand)
• Sukit Jaratchaiwanna, Head of Mutual Fund Business Development, Capital Nomura Securities Pcl
• Sutthiroj Sitiwatananon, Head of Foreign & Alternative Fund Management Department, One Asset Management

1:00 pm - 2:30 pm
Networking Luncheon

*The agenda is subject to change without prior notice