Fund Selector Asia will be hosting our flagship Investment Forum in Bangkok, Thailand on Thursday, 29 February 2024.
About the event
Date: Thursday, 29 February 2024
Time: 9:30am – 2:00pm
Venue: The St. Regis Bangkok
Fund Selector Asia is delighted to return to Bangkok to host our flagship “Investment Forum Thailand”, on Thursday, 29 February at the St. Regis Bangkok.
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 Thailand” 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 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, wealth advisers, and domestic asset managers.
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
| 8:45am | Registration and refreshments |
| 9:30am | Welcoming remarks Rupert Walker, regional editor, Fund Selector Asia |
| 9:40am | Panel discussion: Investment strategies in a volatile environment – What are the likely economic scenarios for 2024? – What are the greatest risks to global markets? – Which asset classes and sectors should perform best during the year? – How important is global diversification for Thai investors? – What are the key trends in the Thai asset and wealth management industry? Rupert Walker, regional editor, Fund Selector Asia Surakiat Kahaboonsirihansa, head of wealth research, Bangkok Bank Win Phromphaet, executive vice president, high net-worth division, Bank of Ayudhya |
| 10:10am | Presentation: Global properties: Primed for a 2024 rebound? Global Real estate has outperformed the wider equity markets as well as managing to keep pace with the outperforming ‘Magnificent 7’ in the recent quarter. Can this performance continue in 2024? Tim Gibson, co-head of global property equities, Janus Henderson Investors  |
| 10:30am | Presentation: India – What lies ahead 2024 looks to be an exciting year for investors in India on the back of a strong economy, ongoing structural reforms, and an upcoming election. Portfolio manager Swagato Ghosh explains how he constructs a resilient all-cap portfolio that can capture India’s growth, where he finds attractive opportunities today, and how the fund is positioned for the year ahead. Swagato Ghosh, portfolio manager, Matthews India Fund  |
| 10:50am | Networking and refreshments break |
| 11:20am | Presentation: Finding gems in listed infrastructure Global listed infrastructure has a critical role to play in portfolios, thanks to its growing cashflows, asset class resiliency and inflation. In particular, renewables and sustainable infrastructure offers exposure to unique opportunities, being at the epicentre of many global initiatives, driving environmental and economic benefits. Oliver Wiedemeijer, managing director, product specialist, Brookfield Oaktree Wealth Solutions,  |
| 11:40am | Panel discussion: Generating alpha while managing risk – Should investors look beyond conventional asset classes and categories? – Which markets in Asia are likely to offer the highest risk-adjusted returns? – What alternatives offer the best opportunities? – What lessons can investors learn from 2023? – What will be the major investment themes this year and beyond? Rupert Walker, regional editor, Fund Selector Asia Oliver Wiedemeijer, managing director, product specialist, Brookfield Oaktree Wealth Solutions Tim Gibson, co-head of global property equities, Janus Henderson Investors Swagato Ghosh, portfolio manager, Matthews India Fund |
| 12:10pm | FSA House Awards presentation Fixed Income House of the Year Equity House of the Year Excellence in Service Excellence in Innovation Asset Manager of the Year |
| 12:25pm | Closing remarks Geoff Rayner, regional sales manager, Asia, Fund Selector Asia |
| 12:30pm | Lunch |
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, wealth advisers, and domestic asset managers.
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 Walker is an award-winning financial journalist and editor based in Asia since 2007, and he has a background as a fund manager and investment banker.
He is regional editor of Fund Selector Asia in Hong Kong, where he has worked since 2019. He has previously worked for or contributed to a range of publications including as editor of Citywire Asia in Singapore, FinanceAsia, AsianIvestor, EIU, Forbes, The Trade, Global Trading and Hong Kong Tatler.
In an earlier career, Rupert worked in debt capital markets for SG Warburg and Goldman Sachs where he was an executive director, and set up a capital markets sales desk for NatWest Capital Markets in Singapore. He also spent four years as a bond fund manager for Govett Investment.
Surakiat Kahaboonsirihansa, head of wealth research, Bangkok Bank
Dr. Surakiat works as the head of wealth research in the wealth management department at Bangkok Bank. He specialises in economic and investment analysis for both domestic and global markets.
Before joining Bangkok Bank, he had more than 20 years’ experience in the financial services sector including as a fund manager at TISCO Asset Management and as an investment analyst at KasikornBank. Surakiat finished his Ph.D. from the School of Development on stock market bubbles and the role of monetary policy in Thailand. He joined the CFA society in 2006. He is also a part-time lecturer in behavourial finance and financial management.
Win Phromphaet, executive vice president, high net-worth division, Bank of Ayudhya
Win has over 20 years of professional experience in Investment Management. He is currently EVP – Head of High Net-Worth Division, Bank of Ayudhya PCL. His division is responsible for developing HNW segment strategies, building relationship and providing customized services for over 100,000 HNW clients, as well as collaborating among Krungsri Group to enhance investment advice and recommend asset allocation for clients.
Oliver Wiedemeijer, managing director, product specialist, Brookfield Oaktree Wealth Solutions
Oliver Wiedemeijer is a Managing Director at Brookfield Oaktree Wealth Solutions. In this role, he is responsible for product development and client relationship management in EMEA and APAC.
Prior, Mr. Wiedemeijer spent over 18 years at Credit Suisse, most recently serving as global head of due diligence and product
strategy across private and alternative markets.
Tim Gibson, co-head of global property equities, Janus Henderson Investors
Tim Gibson is co-head of global property equities and portfolio manager at Janus Henderson Investors, a position he has held since 2014. e has been with Henderson, based in Singapore since 2011. Hew has previous property fund management and analytics experience at AMP Capital Brookfield and Morgan Stanley, where he provided investment recommendations on property companies in the UK and Europe.
Swagato Ghosh, portfolio manager, Matthews India Fund, Matthews Asia
Swagato Ghosh is a Portfolio Manager at Matthews and co-manages the firm’s India Strategy. Prior to joining the firm in 2022, he was an investment analyst at Franklin Templeton India, where he was the lead cement, real estate and consumer discretionary analyst. From 2016 to 2018, he was an investment analyst at Goldman Sachs Asset management researching U.S. health care sector. From 2013 to 2015, Swagato was an equity research analyst at Jefferies India. He received his B.Tech in Mining Engineering from Indian Institute of Technology Kharagpur and his MBA from Indian Institute of Management Calcutta. Swagato is fluent in Hindi and Bengali.
