Fund Selector Asia was delighted to host our flagship Investment Forum LIVE and in-person on 5 October 2023.
Sponsored by:
Post event content
About the event
Fund Selector Asia was delighted to return to Bangkok for a second time in 2023, to host another flagship “Investment Forum Thailand”, in-person on Thursday, 5th October.
As the country’s HNW and affluent populations explored avenues to diversify their portfolios, to tackle continued market volatility and an uncertain economic outlook, allocating to the right mix of assets was more important than ever.
In making choices across public and private markets, multiple sectors, and different risk and liquidity profiles, the goal was to secure reliable and consistent returns, to protect portfolios and prepare them for the future.
To help investors achieve that, the timely event explored the strategies, processes, mindsets and capabilities required to build and manage portfolios effectively.
Key reasons to join the event included:
- Focused presentations from leading global investment managers
- Insights from our panel on evolving approaches to asset allocation and portfolio strategy
- Engaging and interactive conversations with your peers
- Opportunities to network – to deepen relationships with existing contacts and develop new ones
Agenda
| Thursday, 5 October 2023 InterContinental Hotel Bangkok | |
| 8:45am | Registration and refreshments |
| 9:30am | Welcoming remarks Andrew Crooke, contributing editor, Fund Selector Asia |
| 9:40am | Fireside chat: Preparing portfolios for a new tomorrow – What can we expect from economies and markets in 2024? – What are some of the biggest investment and geopolitical risks that investors face? – How can you prepare portfolios in such a volatile and uncertain environment? – Is the 60:40 mix still relevant? What roles do equities and bonds now play? – Where do China and India fit into the bigger picture? Where else should you be looking for growth? – What are the priorities for the rest of this year? Pramook Malasitt, Head, CIO Office, KrungThai Bank Dr. Kampon Adireksombat, Head of CIO Office, Siam Commercial Bank |
| 10:10am | Presentation: 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. Alexis Lavergne, CFA, Investment Specialist – Fixed Income, Janus Henderson Investors  |
| 10:30am | Presentation: Asian equities, opportunities beyond China Amid China’s property market woes, it is easy to forget that Asia offers some of the most exciting structural growth opportunities in the world. These range from domestic demand plays in underpenetrated markets such as India and Indonesia, to companies in Taiwan and Korea that are helping to drive technologies of the future like AI and EVs, as well as businesses in markets like Vietnam which are benefiting from concerted efforts to diversify manufacturing bases away from China. In this session, we will discuss the changing landscape across Asian equities and elaborate on three core themes we are excited about for the future. Mike Jennings, Senior Investment Director, TT International  |
| 10:50am | Networking and refreshment break |
| 11:15am | Presentation: Emerging trends & implementation ideas in ETFs Amundi ETFs provide investors with a diverse range of investment options across various asset classes. In the session, we will discuss the global flows and emerging trends we have seen in the ETF market. We will also look into a couple of implementation ideas and case studies where investors can capture opportunities via ETFs in this challenging market. Sunny Leung, Head of ETF, Indexing and Smart Beta, South Asia, Amundi  |
| 11:35am | Panel discussion: Investing in a new reality – How should you adapt investment processes to account for the market outlook, and for forward-looking expectations around economic growth and market sentiment? – What are options for investors looking to balance objectives such as reliable income, broader diversification and enhancing sustainability? – Where are the most appealing opportunities onshore and offshore – by market, sector and asset class? – Which themes will offer the most attractive risk-adjusted returns, and why? – How will the appetite for alternatives evolve in 2024? – How can investors use new tools and technologies to differentiate performance? – How granular and “active” do investors really need to be? – What do we now need external managers for? Sunny Leung, Head of ETF, Indexing and Smart Beta, South Asia, Amundi Alexis Lavergne, CFA, Investment Specialist – Fixed Income, Janus Henderson Investors Mike Jennings, Senior Investment Director, TT International |
| 12:05pm | Closing remarks Andrew Crooke, contributing editor, Fund Selector Asia |
| 12:10pm | Lunch |
Speakers
Sunny Leung, Head of ETF, Indexing and Smart Beta, South Asia, Amundi
Sunny has more than 10 years of experience in the ETF field. Before joining Amundi in February 2017, he worked at State Street Global Advisors Singapore since 2013, where he was responsible of Business Development and Client Services of SPDR ETFs in Asia ex Japan. Prior to that, Sunny worked at Vanguard Investment Hong Kong. From 2011 to 2012, he worked at Credit Suisse Asset Management on ETF product sales and concurrently at ICBC Credit Suisse Asset Management, CS’s joint venture in China, doing relationship management. Sunny begun his career in 2007 at Lyxor Asset Management.
Sunny has a Master of Science in Investment Management at the University of Science and Technology of Hong Kong (2012).
Alexis Lavergne, CFA, 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.
Alexis earned a postgraduate diploma in accounting and finance from the London School of Economics and a master’s degree in management from EDHEC Business School. He holds the Chartered Financial Analyst designation and has 10 years of financial industry experience.
Pramook Malasitt, Head, CIO Office, KrungThai Bank
Pramook is head of Krungthai’s CIO office. He is responsible for asset side solutions for Krungthai Bank’s clients including market strategy, product advisory and investment consultancy. Prior to Krungthai Bank, he was head of foreign investment fund management at Kasikorn Asset Management for 10 years. Pramook has a MBA degree from University of Tennessee, Knoxville and BA from Chulalongkorn University.
Dr. Kampon Adireksombat, Head of CIO Office, Siam Commercial Bank
Dr. Kampon is currently Head of SCB CIO office. Prior to joining SCB CIO, Kampon was a head of macroeconomics and financial markets research at SCB. Dr. Kampon was also a chief economist/equity strategist at Deutsche Bank TISCO and an Assistant Professor in the Economics division at Nanyang Technological University in Singapore. He earned a BA in Economics with honors from Chulalongkorn University, a MSc in Economics from the National University of Singapore (Asian Development Bank scholarship), and a Ph.D. in Economics from Michigan State University (Graduate school fellowship).
Mike Jennings, Senior Investment Director, TT International
Mike is a Senior Investment Director with over 30 years’ industry experience. He works closely with TT’s investment teams and is responsible for articulating the firms macroeconomic views and portfolio positioning to clients and investors across the globe. Before joining TT in 2014, Mike was Chief Investment Officer at Premier Asset Management. Prior to that, he was Head of Global Equities at Aviva Investors. Mike holds a BA from Oxford Brookes University.
