Fund Selector Asia was delighted to be hosting our flagship Investment Forum LIVE and in-person on 3 October 2023.
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About the event
Fund Selector Asia was delighted to return to Kuala Lumpur to host our flagship Investment Forum Malaysia on Tuesday, 3 October.
As the country’s HNW and affluent populations explored avenues to diversify their portfolios, to tackle continued market volatility and an uncertain economic outlook, allocating to the right mix of assets was more important than ever.
In making choices across public and private markets, multiple sectors, and different risk and liquidity profiles, the goal was to secure reliable and consistent returns, to protect portfolios and prepare them for the future.
To help investors achieve that, the timely event explored the strategies, processes, mindsets and capabilities required to build and manage portfolios effectively.
Key reasons to attend the event included:
- Focused presentations from leading global investment managers
- Insights from our panel on evolving approaches to asset allocation and portfolio strategy
- Engaging and interactive conversations with your peers
- Opportunities to network – to deepen relationships with existing contacts and develop new ones
Agenda
| Tuesday, 3 October 2023 Four Seasons Hotel, Kuala Lumpur | |
| 11:35am | Registration and refreshments |
| 12:00pm | Welcoming remarks Andrew Crooke, contributing editor, Fund Selector Asia |
| 12:10pm | Presentation 1: Asian Equities, Opportunities beyond China Amid China’s property market woes, it is easy to forget that Asia offers some of the most exciting structural growth opportunities in the world. These range from domestic demand plays in underpenetrated markets such as India and Indonesia, to companies in Taiwan and Korea that are helping to drive technologies of the future like AI and EVs, as well as businesses in markets like Vietnam which are benefiting from concerted efforts to diversify manufacturing bases away from China. In this session, we will discuss the changing landscape across Asian equities and elaborate on three core themes we are excited about for the future. Mike Jennings, Senior Investment Director, TT International |
| 12:30pm | Lunch |
| 12:35pm | Presentation 2: Technology for Good Technology and innovation are key to solving our world’s problems. Investing in sustainable technologies is a way to make a positive impact on the environment and society, while also being on the right side of disruption. Andrew Cox, CFA, Equity Investment Specialist, Janus Henderson Investors  |
| 1:00pm | Presentation 3: Investment Implications of Generative AI As generative AI gains traction across the globe, there is an increasing sense of optimism about its ability to elevate productivity and drive significant transformations. However, investments within this burgeoning field call for a discerning approach to bypass speculative bubbles and zero in on promising long-term winners. Rahul Ghosh, Portfolio Specialist, Equity Division, T. Rowe Price |
| 1:25pm | Panel discussion: Investing in a new reality – How should you adapt investment processes to account for the market outlook, and for forward-looking expectations around economic growth and market sentiment? – What are options for investors looking to balance objectives such as reliable income, broader diversification and enhancing sustainability? – Where are the most appealing opportunities onshore and offshore – by market, sector and asset class? – Which themes will offer the most attractive risk-adjusted returns, and why? – How will the appetite for alternatives evolve in 2024? – How can investors use new tools and technologies to differentiate performance? – How granular and “active” do investors really need to be? – What do we now need external managers for? Andrew Cox, CFA, Equity Investment Specialist, Janus Henderson Investors Edwin Leong, Head of Product Innovations & Research, RHB Asset Management Rahul Ghosh, Portfolio Specialist, Equity Division, T. Rowe Price Mike Jennings, Senior Investment Director, TT International |
| 1:55pm | Closing remarks |
Speakers
Andrew Cox, CFA, Equity Investment Specialist, Janus Henderson Investors
Andrew 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. Prior to joining the firm, Andrew held consultancy roles and before that was head of investor relations and corporate development at Globalworth, a publicly-traded real estate investment company from 2017. He held several roles with Ell Capital, most recently as an equity portfolio manager from 2014 to 2017 and as an analyst from 2007 to 2009.
He was a portfolio manager with GIC from 2011 to 2014. Earlier, he was a sell-side equity research analyst at Numis from 2009 and began his career at Schroders in 2001.
Andrew earned an MA degree (Hons) in economics from the University of St Andrews. He holds the Chartered Financial Analyst designation and has 16 years of investment industry experience.
Rahul Ghosh, Portfolio Specialist, Equity Division, T. Rowe Price
Rahul Ghosh is a portfolio specialist in the Equity Division, representing the firm’s global equity strategies to clients across the Asia ex Japan region. Rahul is a vice president of T. Rowe Price Singapore Private Ltd.
Rahul’s investment experience began in 2000. He rejoined T. Rowe Price as a portfolio specialist in 2021, having previously been an equity research analyst covering European Industrials in London from 2006 to 2009. Prior to rejoining the firm, he was a portfolio manager at firms including Norges Bank Investment Management in Singapore and Och-Ziff Capital Management in London. He began his investing career with Warburg Pincus in Singapore, where he focused on the Indian markets.
Rahul earned a B.S. bachelor of social sciences (honors) and a bachelor of arts (economics, mathematics) degree from the National University of Singapore and an M.B.A. from the Stanford Graduate School of Business.
Mike Jennings, Senior Investment Director, TT International
Mike is a Senior Investment Director with over 30 years’ industry experience. He works closely with TT’s investment teams and is responsible for articulating the firms macroeconomic views and portfolio positioning to clients and investors across the globe. Before joining TT in 2014, Mike was Chief Investment Officer at Premier Asset Management. Prior to that, he was Head of Global Equities at Aviva Investors. Mike holds a BA from Oxford Brookes University.
Edwin Leong, Head of Product Innovations & Research, RHB Asset Management
Edwin joined RHB Asset Management in September 2019 as the Head of Product Innovation & Research for RHB Asset Management Group. His responsibilities include conceptualization of asset management product offerings to documentation and onwards to product launches for the asset management business pillar of the Group. This function covers both the conventional and Islamic business, both in Malaysia and Singapore.
Prior to this role, Edwin has accumulated nearly 20 years of experience in asset & wealth management business, in the domestic & regional front, having lead product & business development, research & advisory and channel development. He also has a deep understanding of client segmentation and analytics in Malaysia’s largest local banking group. Edwin holds a Bachelor of Business, majoring in Economics & Finance from RMIT University, Melbourne and is also a Certified Financial Planner (CFP).
