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 2024Time: 11:30am – 2:00pmVenue: 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 […]

Event date: Tuesday May 28th, 2024

Location: Manila

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

11:30amRegistration and refreshments
12:00pmWelcoming remarks
Rupert Walker
,
regional editor, Fund Selector Asia
12:05pmPresentation: 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


12:25pmPresentation 2: Fixed income (placeholder)
Speaker to be confirmed, BNY Mellon Investment Management

12:45pmLunch
1:00pmPresentation 3:
1:20pmPanel 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?
1:50pmClosing 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

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.

Speaker to be confirmed, BNY Mellon Investment Management

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.