Programme - 5 September 2011

08:00

Morning registration
08:55

Welcome remarks

Richard Jory, Editor, Structured Products

09:00

Regulatory address: Market development and regulation of structured products

Alice Law, Senior Director, Policy, China & Investment Products, Securities and Futures Commision

09:30 Panel discussion: Investment options for steady growth and volatility
  • How is the current economic environment influencing the growth of structured products?
  •  Rebranding strategies: What are the concerns in creating market awareness and restoring investors’ confidence?
  • What are the major drivers of ‘investing safely’ in structured products?
  • Do investors have the resources in ensuring liquidity in their risk management and contingency plans?
  • With the current changes in the regulatory landscape, how can investors align their distribution strategically?

Moderator: Amit Agarwal, Managing Director, Fixed Income Asia Pacific, Barclays Capital
Panellists
Angel Wu, Regional Head of Products & Solutions Asia, ABN AMRO Private Banking

Andrew Malcolm, Head of Capital Markets - Asia, Partner, Linklaters Hong Kong

Ralph van Put, Adjunct Professor Department of Finance, Chinese University of Hong Kong

(CEO, True Partner Holding)

10:15 PresentaTIon: Turbulent times may offer terrific opportunities
  • Macroeconomic backdrop: How has the recent turbulence affected volatility, skew and correlation?
  • With the recent turmoil, how has the structured products market been influenced by it?
  • Volatility as an asset class, an area of increasing investors' interest: Why? How?
  • Examples of opportunities arising in recent market conditions

Dr. Kevin Chang, Managing Director, Head of Equity Derivatives Strategy Asia Pacific, RBS Global Banking & Markets

Dr. Peter Roche, Managing Director, Head of Structured Equity Pricing & Payout Development Asia, RBS Global Banking & Markets

 10:45 PRESENTATION: Equity strategies in Inflationary Environments   
  • How does inflation impact investors?
  • Which asset classes serves as the best inflation hedge?
  • What are the key considerations for creating equity inflation-linked strategies?
  • What is the latest development of these strategies in Asia?

Devansh Patel, Managing Director, Head of EFS Structuring, Asia Pacific, Barclays Capital

11:15 Morning break
  Stream 1 – Exploring alternative underlyings Stream 2 - New trends in ETFs
 

Chairman

Joanne Murphy, Senior Advisor for Asia, CAIA Association

Chairman

Richard Jory, Editor, Structured Products 

11:45 Presentation: Hedge fund exposure through UCITS compliant funds 
  • Exploring the hedge fund universe: What are new market inefficiencies and its solution?
  • Why should funds adopt UCITS?
  • Case studies

Marco Montanari, Director, Head of db-X-trackers ETFs & db-X funds, Asia, Deutsche Bank

 

Presentation: Separating the alpha and beta returns of the underlying portfolio: Structured LOF
  • The Chinese investor dilemma: Lots of money, nowhere to invest
  • One small step for hedge fund in China: The great promises and the challenges
  • SLOF: Financial innovative with Chinese characteristics
  • One stone three bird: Hedge, leverage and liquidity
  • Nothing is easy, but everything is possible

Zhen Liu, Managing Director, E Fund Management

12:15 Presentation: Recent advances in dynamic index strategies: Evolution, risk protection  and implications
  • How have the custom index and ETF space evolved over the last few years?
  • What are the favoured measures in implementing dynamically managed rules based index?
  • Why dynamic indices are more transparent and less expensive compared with hedge funds and usually better than passive and active management?
  • What are the benefits of embedding downside risk protection in the underlying?
  • What are the implications for investors?

Dr. Paul Thind, Head of Custom Indices, Asia Pacific, RBS Global Markets

Presentation:  Active vs. passive management: Exploring the costs and benefits of two alternative investment approaches

  • How has the boom in the ETF market affected the practical application of active vs. passive management?
  • Investors encounter different opportunities and challenges at different times: How should investors determine which investment management method is best for them?
  • What are the considerations taken when balancing and leveraging both active and passive management to achieve investment objectives?
  • Which one produces the best results?

Richard Harris, CEO, Quam Asset Management

12:45 Lunch
  Stream 1 – Exploring alternative underlyings (cont) Stream 2 - New trends in insurance products
13:45 CASE STUDY: FX structured products: How is the composition of currency changing?
  • What are the drivers of FX structured products created by the current financial environment?
  • Managing currency risk and enhancing portfolio returns: What are some of the FX hedging strategies for high yield?

Pankaj Nagrath, Head - India Alternative Investments, Reliance Asset Management (Singapore)

Presentation: Winning the hearts of your clients in the executive segment  
  • Understanding your clients in the executive segment
  • How to win their trust on wealth management?
  • Identifying the strategy in managing the wealth of this segment

Rainbow Pan, CEO, ipac financial planning Hong Kong

14:15 Panel discussion: Capturing the Asian demand wave through commodity-linked products
  • Is there an appetite for commodity-linked products? What are the hot underlyings for 2012?
  • How can investors identify which commodity to invest in?
  • With inflation rising, how can commodities structured products help combat inflation risks?

Moderator: Jeslie Chui (Prof. J), Managing Director, Stand Rich Asset Management Ltd.
Panellists:
Eric Greschner, Founding Partner, Regatta Research & Money Management
Joanne Murphy
, Senior Advisor for Asia, CAIA Association

Panel discussion: The use of structured products in private wealth management
  • Future of structured products among HNWIs: What are the risk and opportunities? What are HNWIs sentiments for structured products?
  • To what extent is the role of structured products in strengthening the weight of alternative investments in portfolios?
  • How can HNWIs enhance their international diversification with structured products?

Moderator: Timothy Lo, Managing Director, CIC Investor Services Ltd.
Panellists:
Shankar Panchadcharam, Head of Investments, United Overseas Bank

Anthony Chan, Head of Private Banking Advisory, Harris Fraser (International) Ltd.

Kevin Liem, Chief Information Officer, TTG (HK) Limited

15:00 Afternoon break
15:30

Special address: Peering into the crystal ball: This decade's coming investment themes and the structured products that can profit from them

Eric Greschner, Founding Partner, Regatta Research & Money Management

(National trainer for U.S. Structured Products Association)

16:15 ROUNDTABLE: Taking structured products to the world, raising the investment performance within emerging markets
  • New world of opportunities: What are the key elements to access exotic markets, asset classes and trading strategies?
  • How can investors harness sector growth potential whilst managing market volatility?
  • Where does the emerging marke now fit within the global investment landscape? Has the credibility been developed and developing markets narrowed?
  • With the recent low interest scenarios, what are the limitations and risks in structuring products?

Moderator: Richard Jory, Editor, Structured Products
Panellists:
Wendy Yuen, Senior Executive Vice President & Deputy Head of Commercial Banking, Hang Seng Bank

Todd James, Head of Wealth Management Services, North Asia, BSI Hong Kong
Daniel P.M. Jim, Managing Director, Tripod Management Limited
 

17:00 Closing remarks:
17:10 End of conference
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