Fund Selector Asia will be hosting our flagship Investment Forum in Bangkok on Thursday, 22 May 2025.
About the event
Date: Thursday, 22 May 2025
Time: 9:30am – 2:00pm
Venue: Waldorf Astoria Bangkok
Fund Selector Asia is delighted to host the FSA Investment Forum Thailand on Tuesday, 22 May 2025 at the Waldorf Astoria Hotel, 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 benefits for you from attending 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
Speaker interviews
Fund Selector Asia sat with each of the speakers in advance of the FSA Investment Forum Thailand to find out more about the strategies they will be showcasing at the event.
Lazard AM: Navigating market shifts through quantitative equity investment
Coming soon…
Coming soon…
TT International: Correlations between assets have changed
Agenda
| 08:45am | Registration and refreshments |
| 09:30am | Welcoming remarks Rupert Walker, Editor, Fund Selector Asia |
| 09:45am | FSA award presentation |
| 10:00am | Presentation: Navigate market shifts with an Advantage – through quantitative equity investment Geopolitical tensions, tariffs, inflation, disruptive technology. The world is fast-changing and as these events unfold, equity market responses have been swift with increased volatility. This session will look at how investors can allocate their assets to navigate these changing market narratives. Learn how quantitative equity investment, utilizing data science and AI, may generate consistent excess returns over time. Antony Creighton, Director, Head of Strategy (Asia ex-Japan), Lazard Asset Management |
| 10:20am | Presentation: Navigating the credit cycle during uncertain times With the heightened volatility driven by policy uncertainty, duration may not play the diversifying role it traditionally had. The credit universe yet remains resilient amidst relentless demand for yield. In turbulent market conditions, credit selection is critical to capturing dislocations as dispersion across sectors and regions offers access to alpha. Join PGIM Investments’ session to uncover how credit opportunities across sectors and industries can offer attractive risk-adjusted return potential. Michel Kageshima, CFA, Portfolio Strategist, PGIM Fixed Income  |
| 10:40am | Panel discussion: Managing uncertainties in markets – What are the greatest risks to stock and bond markets? – Does the current turbulence provide opportunities for investors? – How can your asset class generate returns in this environment? – What are the best ways to protect portfolios? Martina Watcharawaratorn, Senior Vice President and Head of Investment Management Strategy, Kasikorn Asset Management Antony Creighton, Director, Head of Strategy (Asia ex-Japan), Lazard Asset Management Michel Kageshima, CFA, Portfolio Strategist, PGIM Fixed Income |
| 11:05am | Networking break |
| 11:35am | Presentation: Parallel Lending – An unique, lower risk approach to private credit Parallel Lending is a different asset class and much more conservative than Alternative Lending (or Direct Lending). The through-the-cycle average default rate is low with access to higher quality corporates, while generating consistent returns. Sashi Nambiar, Head of Financial Intermediaries and Wealth, Asia, Muzinich & Co. |
| 11:55am | Presentation: EM fixed income in 2025: How to navigate the end of US exceptionalism Trump 2.0 is generating heightened market volatility and increased geopolitical risks across Emerging Markets in 2025. In this session, JC will examine the need to disrupt the usual rationale towards Emerging Markets investing under this new regime and the potential for return of capital flows back to Emerging Markets. JC will be covering blind spots and potential surprises for emerging markets investors, as we appear to be approaching the end of the US exceptionalism era. JC Sambor, Head of Emerging Markets Debt, TT International |
| 12:15pm | Panel discussion: Seeking new opportunities amid volatility – Should investors rush to safe havens such as cash and gold? – What are the best strategies for individual investors: stay invested, dollar-cost averaging or market timing? – Is volatility always negative for investors? – How can your asset class generate returns or provide protection in this environment? Sashi Nambiar, Head of Financial Intermediaries and Wealth, Asia, Muzinich & Co. JC Sambor, Head of Emerging Markets Debt, TT International |
| 12:40pm | Closing remarks Rupert Walker, Editor, Fund Selector Asia |
| 12:45pm | 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 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
Martina Watcharawaratorn, Senior Vice President and Head of Investment Management Strategy, Kasikorn Asset Management
Martina Watcharawaratorn is Senior Vice President and Head of Investment Management Strategy in Kasikorn Asset Management (KAsset). Prior to KAsset, she worked for BBL Asset Management, Treasury Department at Bangkok Bank, and Economic Department at Bank of Thailand. She holds an MBA from UCLA Anderson School of Management, and a Bachelor of Arts in Economics from Thammasat University. She is a CFA Charter Holder.
Antony Creighton, Director, Head of Strategy (Asia ex-Japan), Lazard Asset Management
Antony Creighton is a Director with Lazard Asset Management Singapore. He began working in the investment management business in 1981. Prior to joining Lazard in December 2013, Antony spent 8 years as a Portfolio Advisor with Wellington Global Investment Management Ltd in Hong Kong and was also previously a Principal Consultant in the Asian investment practice of Towers Watson. Antony spent the first 16 years of his career as a portfolio manager/analyst in the UK, managing large institutional equity portfolios for clients of Gartmore and Deutsche Asset Management before moving to Australia with Deutsche in 1998. He has a BA in Economics from Leeds Metropolitan University and is an Associate of the CFA Society of the UK and a member of the Hong Kong Securities Institute.
Sashi Nambiar, Head of Financial Intermediaries and Wealth, Asia, Muzinich & Co.
Sashi Nambiar, Head of Financial Intermediaries and Wealth, Asia, with additional coverage of institutional clients. Sashi leads the firm’s engagement with private banks, institutions and family offices across Asia, including Singapore, Hong Kong, South and Southeast Asia. Prior to joining Muzinich, where he was most recently Head of Southeast Asia, PGIM. Prior to that, Sashi was Managing Director, Global Wealth, at Wellington Management. He brings 18 years of industry experience, with
leadership roles covering private banks, family offices and sub-advisory markets across Asia.
Michel Kageshima, CFA, Portfolio Strategist, PGIM Fixed Income
Michel Kageshima, is a Director and Portfolio Strategist in European Retail Client Management supporting the development of PGIM Fixed Income’s sub-advisory capabilities and UCITS platform. Prior to this, he was responsible for providing client management services to PGIM Fixed Income’s European sub-advisory and hedge fund clients. Before joining PGIM, he held various roles at PIMCO, Citi, Lyxor AM and Amundi.
JC Sambor, Head of Emerging Markets Debt, TT International
Jean-Charles “(JC)” Sambor is TT’s Head of Emerging Markets Debt. Before joining TT, JC worked at BNP Paribas Asset Management for almost eight years as Head of EM Fixed Income and was Lead Portfolio Manager of the EM Debt strategies. Prior to this, JC was CEO of IIF (Institute of International Finance) Asia Pacific Ltd and Regional Director. He also worked at TCW and a large hedge fund. JC started his career as an Emerging Markets economist with Société Générale. He is an alumnus of UCLA and received an MA in International Financial Economics from UPMF. JC is also an alumnus of École Normale Supérieure and received an MA in Philosophy from Sorbonne University.
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.
