Fund Selector Asia is delighted to be hosting our flagship Investment Forum LIVE and in-person this October.
Investment Forum Singapore
18 October 2022
The Fullerton Hotel Singapore
Sponsored by
In a world now defined by economic uncertainty, financial market volatility and geopolitical tension, there is an urgent need for investors to find new routes to reliable and diversified returns – while also being aligned with ESG objectives.
This is easier said than done amid the confluence of higher rates, persistent inflation and a looming global recession. Yet Fund Selector Asia’s first in-person event in Singapore since 2019 will explore and reveal how to adapt asset allocation strategies and implement new approaches to manage portfolios in today’s new reality.
There is growing appetite for this in Singapore. For example, a recent study found two-thirds of HNWIs have increased the diversification of their portfolios over the past two years – with many seeking returns from alternatives and sustainable investing. At the same time, investors now have much greater choice via the consistent flow of new investment funds being set up locally every month under the Variable Capital Company scheme, launched in 2020.
REGISTER NOW
This event is designed for fund selectors and asset allocators at local and foreign private banks, family offices, independent wealth managers and other advisers.
For more information about the event or assistance in processing your registration, please contact David Mills by email at E: david.mills@bonhillplc.com or by phone on T: + 852 3695 5161.
Agenda
| Local time | Tuesday, 18 October 2022 The Fullerton Hotel Singapore, The Straits Room, Level 4 |
| 11:15am | Registration and coffee/tea |
| 11:45am | Welcome |
| 12pm | Lunch will be served |
| 12pm | Income elevated: Delivering attractive yield and total return Eddie Cheng, head of international portfolio management, systematic edge multi-asset, Allspring Global Investments |
| 12:20pm | How overvalued is private real estate? Xin Yan Low, portfolio manager, Janus Henderson Investors  |
| 12:40pm | Digital assets and alternative sources of income Luc Froehlich, global head of digital assets solutions, Fidelity International |
| 1:00pm | Panel Discussion How to allocate and manage portfolios amid ongoing disruptions and volatility – with the goal of diversification, resilience and sustainability |
| 1:30pm | Closing remarks |
Speakers
Eddie Cheng, head of international portfolio manager, Allspring Global Investments
Eddie Cheng is the head of international portfolio management for the Systematic Edge Multi-Asset team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to joining WFAM, Eddie was a senior portfolio manager at Schroders. Before that, he was a portfolio manager at Schroders NewFinance Capital. Earlier, he served as a research analyst at the Institute of Information Science, Academia Sinica. Eddie is also a regular guest lecturer in the postgraduate program at Warwick Business School. He began his investment industry career in 2007. Eddie earned a bachelor’s degree in civil engineering and a master’s degree in transportation engineering from National Taiwan University and a master’s degree in financial economics from the University of Oxford. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
James Cheo, managing director, chief investment officer, Southeast Asia, Global Private Banking and Wealth, HSBC
James Cheo is chief investment officer, Southeast Asia for Global Private Banking and Wealth at HSBC. Mr. Cheo is a member of the Global Investment Committee for Private Banking and Wealth Management and also a member of the Regional Investment Committee in Asia. In his role, he spearheads the development of investment strategies across all asset classes for private banking and wealth management clients in Southeast Asia.
Prior to re-joining HSBC Private Banking, Mr. Cheo was senior investment strategist at Bank of Singapore, where he was responsible for asset allocation and thematic research. Before that, Mr. Cheo assumed Investment Strategist roles at Barclays Wealth Asia. From 2004 to 2009, Mr. Cheo served as Senior Economist at the Monetary Authority of Singapore, where he was part of the team that formulated policy actions for Singapore during the 2008 Global Financial Crisis. With his knowledge and wealth of experience, his investment views are frequently sought after.
Mr. Cheo has established a strong media profile, with appearances on notable financial media including Bloomberg, CNBC, Channel News Asia, Channel 8 Mandarin News; and printed publications such as the Financial Times, Straits Times, Business Times. Mr. Cheo graduated with First Class Honours in Finance from Nanyang Technological University. He was awarded the Chartered Financial Analyst charter in 2007.
Luc Froehlich, global head of digital assets solutions, Fidelity International
Luc is global head of digital assets at Fidelity International, where he spearheads the firm’s digital assets and cryptocurrencies strategy and engages with institutional clients to design investment solutions. Along his role at Fidelity, Luc has worked with the World Economic Forum on workstreams related to distributed ledger technology, central bank digital currencies and stablecoins. He has also been advising fintech start-ups in the cryptocurrency and tokenisation space and is a university guest lecturer on digital assets. Before joining Fidelity, Luc was a portfolio manager, managing money for central banks and pension funds; he was a trader in credit derivatives and started his career as a credit analyst.
Xin Yan Low, portfolio manager, Janus Henderson Investors
Xin Yan Low is a portfolio manager on the Global Property Equities Team at Janus Henderson Investors. Before assuming her current position in 2021, she was an associate portfolio manager with the team. Prior to joining Henderson as an investment analyst in 2014, Xin Yan spent seven years at Bank of America Merrill Lynch as an equity research analyst covering Singapore and Indonesian property equities. She began her career in 2005 as a management consultant at Monitor Group. Xin Yan holds a BSc degree (Hons) in economics from the London School of Economics. She has 15 years of financial industry experience.
Karen Tan, head of Asia managed solutions, investment platform, Pictet Wealth Management
Karen is head of Asia managed solutions for Pictet Wealth Management’s investment platform, covering funds and liquid alternatives advisory, as well as discretionary mandates sales and advisory for Asia. She joined Pictet Wealth Management in 2020 as a fund specialist. Before this, she was with UBS Wealth Management where she was an investment specialist at the advisory and sales team, covering under contract solutions including discretionary mandates, advisory mandates, private assets and funds. Prior to that, she covered managed solutions advisory including funds, alternatives, discretionary and advisory mandates during her tenure at Bank Julius Baer. Karen has more than 20 years of experience in the private banking industry. She started her career at Merrill Lynch and has also worked at HSBC Private Bank and Bank of Singapore.
Karen graduated from Nanyang Technological University with a Bachelor of Business, Banking. She is a Chartered Alternative Investment Analyst and Certified Financial Analyst in ESG Investing.
REGISTER NOW
This event is designed for fund selectors and asset allocators at local and foreign private banks, family offices, independent wealth managers and other advisers.
For more information about the event or assistance in processing your registration, please contact David Mills by email at E: david.mills@bonhillplc.com or by phone on T: + 852 3695 5161.
