Fund Selector Asia will be hosting our flagship Investment Forum in Hong Kong on Tuesday, 4 March 2025.
About the event
Date: Tuesday, 4 March 2025
Time: 11:30am – 2:00pm
Venue: Conrad, Hong Kong
Fund Selector Asia is delighted to host our FSA Investment Forum Hong Kong lunch briefing.
The beginning of 2025 has already shown there’s no escaping rollercoaster markets, uncertain macro dynamics and continuing geopolitical tension. In response, investors must be agile as they strive to curate well-defined portfolios which can generate returns while also mitigating risks and preserving capital.
With this goal in mind, the event aims to share perspectives, provide insights and stimulate debate about the likely strategies, assets and markets with the potential to help fund selectors and allocators navigate a tricky investment landscape to deliver resilient, diversified and high-performing portfolios.
Key benefits for you from attending include:
- Hear in-depth presentations on timely investment themes from leading global managers
- Benefit from insights from our panel speakers on portfolio strategy and asset allocation
- Participate in intimate conversations with your industry peers
- Strengthen relationships with existing contacts and 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 and independent wealth advisers.
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
| 11:30am | Registration and refreshments |
| 12:10pm | Welcoming remarks Andrew Crooke, contributing editor, Fund Selector Asia |
| 12:15pm | Fireside chat: Scenario setting – Dealing with a divided world – How are global macro and geopolitical narratives shifting? – What impact will various “America First” policies have on US and global economies in 2025? Will they backfire? – What are the drivers and prospects for China’s economic growth? – What key risks are we under-estimating, both in emerging and developed economies? – How can investors plan portfolio strategy amid today’s dynamic environment? Andrew Crooke, contributing editor, Fund Selector Asia Dong Chen, chief Asia strategist and head of Asia research, Pictet Wealth Management |
| 12:30pm | Presentation: Unlocking global credit income opportunities As global events unfold in early 2025, discover how to explore specialist credit in global credit income to build resilient, diversified portfolios. Darpan will share market outlooks and highlight appealing opportunities beyond the crowded US bond markets. Gain insights and strategies to navigate the evolving global credit landscape and enhance your investment approach. Darpan Harar, co-head of developed markets specialist credit, Ninety One |
| 12:50pm | Lunch |
| 1:05pm | Presentation: EM fixed income in 2025: What are investors missing? Increased geopolitical risk and the Trump 2.0 playbook is likely to generate volatility within Emerging Markets in 2025. In this session, JC will examine the need to disrupt the usual rationale towards emerging markets investing under this new regime and the potential for return of capital flows back to Emerging Markets. JC will be covering blind spots and potential surprises for emerging markets investors. He will address key questions regarding top-down macro uncertainties such as fiscal and monetary factors in the US impacting emerging markets as well overlooked idiosyncratic emerging markets themes on credit, FX and rates sides. JC Sambor, head of emerging markets debt, TT International |
| 1:25pm | Panel discussions: Steering portfolios through uncertain times Asset allocation: what are the main drivers of investment decisions to navigate current macro and geopolitical dynamics? – Liquidity: how much of a priority should it be in asset allocation today? – Diversification: in what ways should investors look to achieve this? – TAA: how “active” do investors now need to be? – Portfolio strategy: where are the investment hotspots, and what do portfolios need to be wary about? – Risk vs return: how can we achieve the right balance? – New mandates: do we need to adapt or re-prioritise selection criteria? Vincent Au, chief investment officer, ALPS Capital Management Darpan Harar, co-head of developed markets specialist credit, Ninety One JC Sambor, head of emerging markets debt, TT International |
| 1;50pm | Closing remarks Andrew Crooke, contributing 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 and independent wealth advisers.
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
Andrew Crooke, contributing editor
Andrew is a business journalist and editor for 25 years, he has far-reaching experience across the financial 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.
Vincent Au, chief investment officer, ALPS Capital Management
Vincent Au is the chief investment officer at ALPS Capital Management, a multi-family office. Since joining in 2018, he has crafted tailored investment strategies for Ultra High Net Worth and High Net Worth clients. With his keen observation and market insights, Vincent actively manages ALPS’s multi-asset portfolios and global equity mandates.
Darpan Harar, co-head of developed markets specialist credit, Ninety One
Darpan is a portfolio manager for the Multi Asset Credit Funds at Ninety One. Prior to joining the firm, he spent four years at Barclays Capital where he was a member of the Credit Strategy team covering high yield bonds, leveraged loans and credit derivatives. Darpan is also a CFA® Charterholder.
Dong Chen, chief Asia strategist and head of Asia research, Pictet Wealth Management
Dr. Dong Chen is Chief Asia Strategist and Head of Asia Research at Pictet Wealth Management, based in Hong Kong. He is responsible for formulating investment strategies for Asia based on Pictet Wealth Management’s global house view. He will also supervise the Asia Research teams, including the Macroeconomics, Equity and Credit research.
JC Sambor, head of emerging markets debt, TT International
Jean-Charles “(JC)” Sambor is TT’s Head of Emerging Markets Debt. Before joining TT, JC worked at BNP Paribas Asset Management for almost eight years as Head of EM Fixed Income and was Lead Portfolio Manager of the EM Debt strategies. Prior to this, JC was CEO of IIF (Institute of International Finance) Asia Pacific Ltd and Regional Director. He also worked at TCW and a large hedge fund. JC started his career as an Emerging Markets economist with Société Générale. He is an alumnus of UCLA and received an MA in International Financial Economics from UPMF. JC is also an alumnus of École Normale Supérieure and received an MA in Philosophy from Sorbonne University.
