MORNING SESSIONS
Invite Only
09:15: Alternative/ Private Credit Focus: State of Play
- What’s interesting now in the private credit space?
- What is the impact of the trade wars, what are other big risks and challenges?
- Impact of Retail at the gates
- Implementation considerations: insurance, endowments, family offices
Kerry Hugh-Jones
Yut Wah Leong
Jason Tan
Max Wong
10:30 - 11:45
An Audience with Lum Weng Hong, Portfolio Manager, Singapore University of Social Sciences
Core Supporters Only
Lum Weng Hong
Yut Wah Leong
Investor Workshop: Single Managed Accounts 101
Investors Only
- Pros & cons
- Key considerations for Investment Management Agreement negotiation
- Roles and responsibilities – who is responsible for what?
- Relevance for small and emerging managers (risk management, etc.)
10:30: CIO Roundtable
C-Leader Investors Only
-
Navigating the macro environment and trade wars and portfolio flexibility - What is most worrying, what is most exciting now?
-
Navigating the global political landscape – Protection of international real asset investments, risk management and mitigation beyond the investment/portfolio levers
-
Innovating the investment organisation – What needs innovating, & how?
-
Future outlook: Weather proofing or anticipating – What has changed in your assumptions?
11:45: Core Supporter & Investor Lunch (by invitation only)
If you wish to register your interest in the morning sessions, please email [email protected]
AFTERNOON SESSIONS
Open to All
14:00: Welcome & Opening Remarks
Charmaine Chin
Thomas Deinet
14:10: Panel: Investment Leaders Perspective: Strengthening & Innovating the Institutional Investment Organsiation
- Navigating Trade Wars
- How can governance & strategic process be a key source of edge/outperformance in the current environment?
- What does innovation look like now?
- Key lessons and success factors
Chiam Swee Chiang
Wai Leng Leong
Trevor Persaud
Charmaine Chin
15:05: SBAI Update
Thomas Deinet
15:25: Break
15:45: Panel: Marco Economic Outlook & Asset Allocation Implications in a World of Trade War
- Paradigm shifts – Will the future investment environment be fundamentally different from the past?
- Implications for asset class correlations
- Contrasting perspectives: APAC versus US allocators?
- What about Emerging Markets … and where is China in all of this?
16:40: Fireside Chat with Kevin Bong
Kevin Bong
Debra Ng
17:00: Reception
