Fund Selector Asia is delighted to be hosting our flagship Investment Forum LIVE and in-person this October.
Investment Forum Thailand
20 October 2022
Anantara Siam, Bangkok
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 Thailand since 2019 will explore and reveal how to adapt asset allocation strategies and implement new approaches to manage portfolios in today’s new reality.
The outlook for Thailand’s wealthy looks bright. There is growing potential in the country to allocate to an ever-wider array of strategies and assets, at home and overseas. In addition, HNWIs are channelling increasing funds towards sustainable investments. And efforts via a new visa scheme to attract foreign experts and wealthy expats also bode well for Thailand’s investment landscape going forward.
REGISTER NOW
This event is designed for fund selectors and asset allocators at local and foreign private banks, Thai asset managers, family offices and other domestic wealth 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 | Thursday, 20 October 2022 Anantara Siam Bangkok, Pimarnman Room, 2nd Floor |
| 8:45am | Registration and coffee/tea |
| 9:30am | Welcome |
| 9:40am | Water and waste, the dual investment opportunity Saurabh Sharma, fund manager, Regnan, brought to you by J O Hambro Capital Management |
| 10:00am | CoCos: A once in a generation opportunity? Matthew Morgan, head of fixed income, Jupiter Asset Management |
| 10:20am | How overvalued is private real estate? Xin Yan Low, portfolio manager, Janus Henderson Investors  |
| 10:40am | Coffee/tea break |
| 11:20am | Panel discussion How to allocate and manage portfolios amid ongoing disruptions and volatility – with the goal of diversification, resilience and sustainability |
| 11:50am | Closing remarks |
| 12:00pm | Lunch |
Speakers
Surakiat Kahaboonsirihansa, head of wealth research, Bangkok Bank
Surakiat works as the head of wealth research in the wealth management department at Bangkok Bank. He specializes in economic and investment analysis both domestic and global market. Before joining at Bangkok Bank, he used to work as fund manager and investment analyst at KasikornBank and TISCO Asset Management. Surakiat finished his Ph.D. in Economics major in Financial Economics from School of Development Economics, NIDA with dissertation on Stock Market Bubbles and the Role of Monetary Policy in Thailand. He joined the CFA society since 2006 and he is also a part-time lecturer in Behavioral Finance and Financial Management.
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.
Matthew Morgan, head of fixed income, Jupiter Asset Management
Before joining Jupiter, Matthew worked at BlackRock, most recently as a director in the UK institutional sales team where he had lead responsibility for BlackRock’s relationships with a range of large UK institutions, and also had strategic responsibility for multi-asset. He began his investment career in 2006. Matthew has a degree in History and Modern Languages and is a CFA® charterholder.
Win Phromphaet, executive vice president, high net-worth division, Bank of Ayudhya PCL
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. Prior to this, Win was Chief Investment Officer of Principal Asset Management. He led a team of 20 to win the prestigious Best Fund House – Domestic Fixed Income Award by Morningstar Thailand for 4 consecutive years.
Before that, he was head of investments and deputy spokesperson of the Social Security Office, Thailand’s largest institutional investor with total AUM of US$38 billion. Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. Win is a CFA Charterholder and is currently President of CFA Society Thailand.
During the weekends, Win teaches finance courses at Thammasat University, National Institute of Development Administration (NIDA), and Assumption University in Bangkok. He was awarded an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. He authored 3 books; ‘Invest Like A Pro’, ‘Career in Finance’ and ‘Career in Finance: Revised Edition’.
Saurabh Sharma, fund manager, Regnan, brought to you by J O Hambro Capital Management
Saurabh is part of the Thematic Investing strategy at Regnan. He is a fund manager on the Regnan Sustainable Water and Waste strategy. Prior to this, he worked as an assistant portfolio manager at Fidelity International on the Fidelity Funds – Sustainable Water & Waste Fund. He has also held equity research analyst roles at Moody’s Analytics and GlobalData. Saurabh has an MBA in Finance from IBS Hyderabad School in India and is an CAIA and CFA Charterholder.
REGISTER NOW
This event is designed for fund selectors and asset allocators at local and foreign private banks, Thai asset managers, family offices and other domestic wealth 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.
