Fund Selector Asia is hosting our flagship Investment Forum in Bangkok, Thailand on Thursday, 12 September 2024. Fund managers from abrdn Investments, Janus Henderson Investors and Jupiter Asset Management will be joining us to showcase their investment strategies.
About the event
Date: Thursday, 12 September 2024
Time: 9:30am – 2:00pm
Venue: InterContinental Bangkok
In a world fraught with market volatility, geopolitical tension and macro uncertainty, Fund Selector Asia is delighted to bring expert speakers to the Thai wealth and asset management community – to shed light on opportunities to diversify and allocate for the future.
This is a wealth management market forecast to see significant growth in the coming years. AUM is projected to reach US$86bn by the end of 2024, dominated by financial advisory services.
Hosted in Bangkok on Thursday, 12th September, our second flagship FSA Investment Forum Thailand of 2024 will therefore explore a range of asset classes and strategies in both public and private markets. The goal is to help investors be agile and find resilient sources of return as they look to mitigate risks and preserve capital.
Key reasons to join the event include:
- Timely presentations from leading global investment managers
- Insights from our panel speakers on asset allocation and portfolio strategy
- Engaging conversations with your peers
- Opportunities to strengthen relationships with existing contacts and develop new ones
Speaker interviews
Fund Selector Asia sat with each of the speakers in advance of the FSA Investment Forum Thailand to find out more about the strategies they will be showcasing at the event.
abrdn: Not allocating to EM bonds represents a ‘lost opportunity’
Janus Henderson: Headwinds are becoming tailwinds in listed real estate
Jupiter: ‘It will probably be the biggest tech replacement cycle the world has ever seen’
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
| 9:00am | Registration and refreshments |
| 9:30am | Welcoming remarks Andrew Crooke, Contributing editor, Fund Selector Asia |
| 9:40am | Fireside chat: Scenario setting – investing in a new world order – How are the macro, market and geopolitical narratives shifting? – What impact will the US election have on economic and investment outlooks? – What about the prospects for China? – How will Asean be affected in the short and long term? – What key risks are we under-estimating? – How can you prepare portfolios against such a volatile and uncertain backdrop? Andrew Crooke, Contributing editor, Fund Selector Asia Martina Watcharawaratorn, Senior vice president and head of investment management strategy, Kasikorn Asset Management |
| 10:00am | Presentation: An inflection point for REITs With rate cuts and depressed real estate valuations, optimism abounds of a multi-year opportunity for listed real estate to deliver substantial value to investment portfolios. What are the catalysts that can energize the listed real estate sector and how investors can position for it? Andy Cox, CFA, Investment specialist – Equity, Janus Henderson Investors  |
| 10:20am | Presentation: Technology, Australia and India: Income and growth in Asia Where are the best income and growth opportunities in Asia Pacific (ex Japan)? Sam Konrad, investment manager for Jupiter’s Asian Equity Income strategy, will explain the team’s “quality income” approach to investing. Sam will discuss why they’re excited about the tech sector, why they avoid investing in China, and more. Sam Konrad, Investment manager, Asia Equity Income, Jupiter Asset Management |
| 10:40am | Networking and refreshments break |
| 11:10am | Presentation: Capturing fixed income opportunities when central banks ease Generating robust income through short-duration corporate bonds can actually be a relevant and attractive strategy during most stages of the economic cycle. Right now, however, there is an even stronger case for increased allocations to short-duration bonds due to the significantly increased absolute level of yields, coupled with a flat yield curve. Against this backdrop, our SDEI strategy is well positioned to deliver a unique set of outcomes for investors. Pongtharin Sapayanon, Head of Fixed Income & Asset Allocation, abrdn Investments (Thailand) |
| 11:30pm | Panel discussion: Strategies for building tomorrow’s portfolio – How important is portfolio diversification in the current environment, and in what ways are investors looking to achieve this? – What will be the main drivers of allocation decisions over the next 6 to 12 months? – What appeals most in trying to balance objectives such as resilient income and broader diversification? – How do alternatives and private assets contribute to the mix, and which opportunities and themes stand out at the moment? – To what extent do Thai clients still want control of their investment decisions? – How “active” does asset management now need to be? – Which investment processes are most likely to enhance returns in today’s environment? Andrew Crooke, Contributing editor, Fund Selector Asia Pongtharin Sapayanon, Head of fixed income & asset allocation , abrdn Investments (Thailand) Andy Cox, CFA, Investment specialist – Equity, Janus Henderson Investors Sam Konrad, Investment manager, Asia Equity Income, Jupiter Asset Management |
| 12:00pm | Closing remarks Andrew Crooke, Contributing editor, Asia, Fund Selector Asia |
| 12:05pm | Networking lunch |
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
Pongtharin Sapayanon, Head of fixed income & asset allocation, abrdn Investments (Thailand)
Pongtharin Sapayanon is Head of Fixed Income and Asset Allocation on the Asia Pacific fixed income desk based in Bangkok. Pongtharin joined the company in 2003 having previously been a financial analyst with Pacific Economic Consultants, USA. He holds a BSc from Carnegie Mellon University, USA and an MSc from Oregon Graduate Institute, USA.
Andy Cox, CFA, Investment specialist – Equity, Janus Henderson Investors
Andy Cox is an equity Investment Specialist at Janus Henderson Investors, a position he has held since 2023. In this role, he is responsible for articulating Janus Henderson’s view on equity markets, the macroeconomic environment, and representing the firm’s suite of equity products.
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. Sam has a degree in Economics.
Martina Watcharawaratorn, Senior vice president and head of investment management strategy, Kasikorn Asset Management
Martina Watcharawaratorn is Senior Vice President and Head of Investment Management Strategy in Kasikorn Asset Management (KAsset). Prior to KAsset, she worked for BBL Asset Management, Treasury Department at Bangkok Bank, and Economic Department at Bank of Thailand. She holds an MBA from UCLA Anderson School of Management, and a Bachelor of Arts in Economics from Thammasat University. She is a CFA Charter Holder.
Andrew Crooke, Contributing Editor, Asia, Fund Selector Asia
Andrew is a business journalist and editor for 25 years, he has far-reaching experience across the financial services industry. For the past 22 years, he has run online content, publications, events and bespoke projects across Asia Pacific & the Middle East for large publishing houses, family-run, entrepreneurial firms, and his own content consulting business.
Andrew has also written two books in recent years focused on the private banking and wealth management sector – “How to Prosper in the New World of Asian Wealth Management: A Best Practice Guide”, and “Winning Relationships in Asian Wealth Management”.
