Fund Selector Asia will be hosting our flagship Investment Forum in Manila, Philippines on Tuesday, 28 May 2024.
About the event
Date: Tuesday, 28 May 2024
Time: 11:30am – 2:00pm
Venue: Fairmont Makati
Fund Selector Asia is delighted to host the FSA Investment Forum Philippines lunch briefing on Tuesday, 28 May at the Fairmont Makati.
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 Philippines 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 event is designed for fund selectors and gatekeepers from private/retail banks, wealth managers, and family offices.
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 |
| 12:00pm | Welcoming remarks Rupert Walker, regional editor, Fund Selector Asia |
| 12:05pm | Presentation: Getting the Balance Right: attaining balance between returns and downside mitigation Investors in today’s complex macro environment face a challenge: how to stay invested for the long term while navigating market volatility. A balanced and evergreen approach that dynamically allocates between equities and fixed income can help investors achieve equity-like returns while reducing drawdowns. Such a strategy might not only help to “climb the mountain” during the accumulation phase but might also sustain a more stable portfolio level to live off of during the decumulation phase. Alexis Lavergne, investment specialist – Fixed Income, Janus Henderson Investors  |
| 12:25pm | Presentation: Is High Yield investing too Risky, or can it be Navigated? Some fixed income investors are concerned about making an allocation to high yield in the current elevated interest rate environment, against a backdrop of steadily-narrowing credit spreads. We explore the current fundamentals of the high yield market as well as assess the likely outlook from here. We then discuss potential strategies investors can use in order to avoid issuers with a higher likelihood of default and steer the portfolio towards issuers with a lower likelihood of default. Charles Martin, CFA, portfolio specialist, BNY Mellon Investment Management  |
| 12:45pm | Lunch |
| 1:00pm | Presentation: An active Multi-Sector Credit approach to help navigate uncertainty While central banks seeks to tame inflation, yield stays higher and spread sectors provide diversifications benefits. Explore with PGIM Fixed Income to find out how an active sector rotation approach and a relative value mindset may help investors capture a broader spectrum of credit opportunities, and robustly navigate uncertainty. Gabriel Doz, CFA, portfolio strategist, PGIM Investments  |
| 1:20pm | Panel discussions: Generating alpha while managing risk – What are the likely economic scenarios for the rest of 2024? – What are the major investment themes? – Which asset classes and sectors should perform best during the rest of 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 are the greatest risks to markets? Charles Martin, CFA, portfolio specialist, BNY Mellon Investment Management Alexis Lavergne, investment specialist – Fixed Income, Janus Henderson Investors Gabriel Doz, CFA, portfolio strategist, PGIM Investments |
| 1:50pm | Closing remarks Rupert Walker, regional editor, Fund Selector Asia |
REGISTER NOW
This event is designed for fund selectors and gatekeepers from private/retail banks, wealth managers, and family offices.
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.
Charles Martin, CFA, portfolio specialist, BNY Mellon Investment Management
Charles joined Insight Investment (a BNY Mellon Investment Management’s firm) in May 2012. He is responsible for leading Insight’s business development activities across Asia-Pacific. In this capacity, he helps to advise clients on their investment strategy as this relates to exposures across fixed income, currency and absolute return. Charles started at Insight’s headquarters in London before moving to Asia and has now been assisting clients in the region for 10 years. Prior to joining Insight, he spent 10 years at BNP Paribas in Strategic Sales Management and Development. Charles holds a Bachelor of Business Science (Honours) degree in Marketing & Finance from the University of Cape Town, South Africa. He is a CFA charterholder and member of the CFA Society of Singapore. He holds type 1 & 4 licenses from the Hong Kong SFC and is also a licensed representative in Singapore.
Alexis Lavergne, investment specialist – Fixed Income, Janus Henderson Investors
Alexis Lavergne is a fixed income 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 fixed income markets, the macroeconomic environment, and representing the firm’s suite of fixed income products. Prior to joining the firm, Alexis was a client portfolio manager for global macro fixed income and currency strategies at H2O Asset Management from 2018. Before that, he worked at BlackRock from 2016 to 2018 and at Natixis Investment Managers from 2014 to 2016. Earlier, Alexis was a strategy consultant to the asset management and private equity industry at INDEFI from 2013.
Gabriel Doz, CFA, portfolio strategist, PGIM Investments
Gabriel Doz, CFA is a Principal and Portfolio Strategist in European Retail Client Management supporting PGIM Investments’ European and Asian Global Financial Institutions in the development of PGIM Fixed Income’s sub-advisory capabilities, alternatives and UCITS platform. Prior to joining the Firm in 2016, Mr. Doz was Senior VP at PIMCO where he maintained and developed relationships with the firm’s largest institutional EMEA clients. Earlier, he was a discretionary portfolio manager for Société Générale Gestion in Paris and helf various roleas at Amundi Asset Management and and RBC Dexia Investor Services.
