Fund Selector Asia will be hosting our flagship Investment Forum in Manila on Wednesday, 28 May 2025.
About the event
Date: Wednesday, 28 May 2025
Time: 11:30am – 2:00pm
Venue: Fairmont Makati
Fund Selector Asia is delighted to Manila to host our flagship FSA Investment Forum Philippines.
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
Speaker interviews
Fund Selector Asia sat with each of the speakers in advance of the FSA Investment Forum Philippines to find out more about the strategies they will be showcasing at the event.
Brown Advisory: Identifying leaders in volatile global markets
Janus Henderson: The 60/40 portfolio is tried and tested
Agenda
| 11:30am | Registration and refreshments |
| 12:00pm | Welcoming remarks Rupert Walker, Editor, Fund Selector Asia |
| 12:10pm | FSA award presentation |
| 12:15pm | Fireside chat: The prospects for Asian economies and markets – What are the major political and economic risks affecting Asia? – How are policy makers in the region responding to global turbulence? – What is the role of China’s economic strategy and performance? – What are the main factors impacting Asian stock and bond markets? Nicholas Mapa, Chief Economist and Market Strategist, Metrobank |
| 12:30pm | Presentation: Getting the balance right: 60/40 strategy to help client navigate turbulent markets 60/40 balanced portfolios have the potential of providing investors with equity-like returns with much less volatility. What’s more: during volatility, they might provide downside mitigation, while maintaining upside potential. We discuss the benefits of 60/40 for clients’ portfolio allocation, the importance of a consistent investment process, and how providing a “smoother journey” might help investors stay invested for the long run. Alexis Lavergne, Investment Specialist – Fixed Income, Janus Henderson Investors  |
| 12:50pm | Lunch |
| 1:10pm | Presentation: Identifying leaders in volatile global markets The uncertainty in global markets reached decade-high levels following Trump’s ‘Liberation Day’ tariffs and the ensuing fallout. Yet, for long-term investors, opportunities still exist, even if recalibration is needed on where they might manifest. We discuss the Global Leaders strategy’s disciplined and repeatable IRR-based valuation and risk management framework, which has historically allowed the team to identify ‘winners’ even in periods of turbulence. Susanne Linhardt, Investment Director, Brown Advisory |
| 1:30pm | Panel discussion: Managing uncertainties in global markets – What are the greatest risks to stock and bond markets? – Does the current turbulence provide opportunities for investors? – What are the best strategies to generate returns in this environment? – What are the optimal ways to protect portfolios? Susanne Linhardt, Investment Director, Brown Advisory Alexis Lavergne, Investment Specialist – Fixed Income, Janus Henderson Investors Dr. Robert B. Ramos CFA, President and CEO, RCBC Trust Corporation Moderator: Rupert Walker, Editor, Fund Selector Asia |
| 1:55pm | Closing remarks Rupert Walker, 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
Susanne Linhardt, Investment Director, Brown Advisory
Susanne is an Investment Director within the global investment team. She joined Brown Advisory in 2021 from Bantleon in Munich where she managed sustainable equity and multi-asset strategies. Previously, she worked as portfolio manager for the Munich Re Group and product strategist at Robeco. She has over 12 years of investment industry experience having started her career as an emerging markets equity analyst.
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.
Nicholas Mapa, Chief Economist and Market Strategist, Metrobank
Economist with more than 15 years of work experience across public service and the private sector. Holds several graduate degrees in business management and economics.
Previous work experience includes the academe, the Bangko Sentral ng Pilipinas, the Bank of the Philippine Islands and ING Bank.
Dr. Robert B. Ramos CFA, President and CEO, RCBC Trust Corporation
Dr. Ramos has almost three decades of banking and finance experience working for local and foreign institutions. He has experience in the fields of trust and asset management, product development, trading, fund management, business development and relationship management. Robert has post graduate degrees in the areas of Business Management and Business Economics. Dr. Ramos holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He also received the certificate in investment performance measurement (CIPM) from the CFA Institute. Ramos also obtained the certificate in ESG Investing from the CFA Institute. He has served as President of the Trust Officers Association of the Philippines (TOAP) and he has served as the President of the CFA Society of the Philippines.
Rupert Walker, Editor, 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.
