Fund Selector Asia will be hosting the FSA Investment Forum Hong Kong lunch briefing on Thursday, 21 March 2024.
About the event
Date: Thursday, 21 March 2024
Time: 12:00pm – 2:00pm
Venue: The Conrad Hong Kong
Fund Selector Asia is delighted to host the FSA Investment Forum Hong Kong lunch briefing on Thursday, 21 March at Conrad Hong Kong.
It is again a year of many economic and political uncertainties. In this environment, investors need to have well-defined strategies, but also must be tactically agile to generate returns, mitigate risks and preserve capital.
The Investment Forum Hong Kong aims to provide insights and stimulate debate about the best strategies and tactics to adopt, and to explore the investment opportunities in a range of asset classes in the public and private markets and across countries and regions.
Key reasons to join the event include:
- Expert presentations from leading global investment managers
- Insights and advice from our panel speakers on portfolio strategy and asset allocation
- Share and hear the views of your industry peers
- Opportunities to strengthen relationships with existing contacts and to build new ones
REGISTER NOW
This invitation-only event is designed for fund selectors and asset allocators working at local and foreign private banks, the wealth units of retail banks, family offices, wealth advisers, and domestic asset managers.
For more information about the event or assistance in processing your registration, please contact David Mills by email at E: david.mills@markallengroup.com or by phone on T: + 852 3695 5161.
Agenda
| 11:35am | Registration and refreshments |
| 12:00pm | Welcoming remarks Rupert Walker, regional editor, Fund Selector Asia |
| 12:05pm | Presentation: Asia Pacific for income and growth Sam will explain his and the team’s focus on ‘quality income’ stocks in the Asia Pacific (ex Japan) region. He will discuss where they’re finding the best opportunities across developed and emerging markets, and why they choose not to invest in China. Sam Konrad, investment manager, Asian Equity Income, Jupiter Asset Management  |
| 12:25pm | Presentation: Real Assets: Opportunities and risks in the new market regime Real assets offer the ability to deliver attractive full cycle returns. Cohen & Steers is the world’s largest active manager specialising in liquid Real Assets. Learn how to include real assets in a well-diversified portfolio to potentially improve risk-adjusted portfolio returns without sacrificing growth potential. Michelle Butler, senior portfolio specialist, Cohen & Steers |
| 12:45pm | Lunch |
| 1:00pm | Presentation: Asia Fixed Income: Timing and locking in yields amidst the end of rate hiking cycle There are a lot of reasons why Asia bonds are a compelling choice for investors seeking yield. With the likelihood Asia will benefit sooner than developed markets from the end of the rate hiking cycle, we consider now a good time to lock in the high yields in Asia fixed income. Yet, selectivity remains key given the return dispersion between winners and losers. Listen to this presentation to discover where to find opportunities in both Asia investment grade and high yield space with an active approach while managing risks such as further rate hikes and China headwinds. Andy Suen, co-head of Asia ex-Japan Fixed Income, PineBridge Investments |
| 1:20pm | Panel discussions: Generating alpha while managing risk What are the likely economic scenarios for 2024? – What will be the major investment themes this year and beyond? – Which asset classes and sectors should perform best during the year? – Should investors look beyond conventional asset classes and categories? – Which markets in Asia are likely to offer the highest risk-adjusted returns? – What alternatives offer the best opportunities? – What are the greatest risks to markets? Rupert Walker, regional editor, Fund Selector Asia Michelle Butler, senior portfolio specialist, Cohen & Steers Sam Konrad, investment manager, Asian Equity Income, Jupiter Asset Management Andy Suen, co-head of Asia ex-Japan Fixed Income, PineBridge Investments |
| 1:50pm | Closing remarks Rupert Walker, regional editor, Fund Selector Asia |
REGISTER NOW
This invitation-only event is designed for fund selectors and asset allocators working at local and foreign private banks, the wealth units of retail banks, family offices, wealth advisers, and domestic asset managers.
For more information about the event or assistance in processing your registration, please contact David Mills by email at E: david.mills@markallengroup.com or by phone on T: + 852 3695 5161.
Speakers
Rupert Walker, regional editor, Asia, Fund Selector Asia
Rupert will be chairing the event and is an award-winning financial journalist and editor with a background as a fund manager and investment banker in London and Singapore. He was educated at Oxford and London universities, and is a CFA charter holder.
Michelle Butler, senior portfolio specialist, Cohen & Steers
Michelle Butler is a Real Assets Portfolio Specialist, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities. Her primary responsibility is articulating the investment teams’ process, positioning,
and investment outlook. She joined the firm in 2013 and has 28 years of investment-related experience. She is
based in New York.
Sam Konrad, investment manager, Asian Equity Income, Jupiter Asset Management
Sam is an Investment Manager in the Asian Equity Income team. He joined Jupiter in October 2022. Before joining Jupiter, Sam was at UBS for 17 years, joining as a graduate in 2005 in Equity Sales and later covering Japan for three years, Global & Europe for five years and Asian markets for nine years.
Andy Suen, co-head of Asia ex-Japan Fixed Income, PineBridge Investments
Andy Suen joined PineBridge Investments in 2012 and is currently Co-Head of Asia ex-Japan Fixed Income and Portfolio Manager within the firm’s emerging markets fixed income team. In this role, Mr. Suen’s responsibilities include portfolio management and overseeing the firm’s Asia fixed income capabilities. In addition, Mr. Suen is a member of the global emerging market fixed income leadership team, participating in the strategy development and execution as well as key investment forums. Mr. Suen and the strategies he manages have been recognized for industry-leading performance by several industry organizations including Morningstar, Bloomberg, The Asset, Citywire, and others.
