|
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 |