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Divergent markets, differentiated platforms - finding the next Rising Star

Date: April 7, 2016
Time: 8:45am - 12:20pm followed by luncheon
Venue: The Fullerton Hotel, Singapore

Divergent central banking policies and a raft of volatility-inducing factors, ranging from a transitioning Chinese economy to plunging oil prices, have brought home the reality of “risk adjusted returns” to another generation of Asia’s high net worth clients.  As more Asia-based clients seek the advice and guidance of their private bankers in such challenging times, private banks are seeing a divergence between previously-crowded trades and differentiated market calls.

Agenda

Download Agenda
8:45am - 9:00am Registration and Coffee
9:00am - 9:50am Leaders Panel Discussion | The Winds of Change
In light of the changed market conditions, outperformers will grow increasingly scarce while alpha generation shrinks. Even among outperformers, alpha will need to be rationalised relative to cost, and benchmarked against passive options. What products, strategies and themes may best suit this changed environment? How are private banks adapting their platforms?

Moderator:
Richard Otsuki, Senior Reporter, Asian Private Banker

Panellists:
Hsiao Ching Tang, Head, Advisory & Sales, Managed Investments, Bank of Singapore
Jansen Phee, Head Content Management (Funds) APAC, UBS Wealth Management
John Cappetta, Head, Managed Solutions Advisory, Julius Baer
Rodolphe Larqué, Head, Mutual Funds and Hedge Funds, Credit Suisse
9:50am - 10:40am Roundtable Discussion | Finding Winners and Losers in US Equities
As the US has moved further away from the financial crisis, individual stock fundamentals have started to re-assert themselves. With the US equity market now trading above historical averages and many sectors operating close to peak levels, the outlook for shorting stocks has also improved. At the same time, US corporations are sitting on record cash balances and companies deploying this capital in the most effective way, be it M&A or returning it to shareholders, are likely to be disproportionately rewarded. Alex will discuss the key opportunities to exploit this stock picking environment and share his thoughts on how investments can be made in a long and short equity portfolio. 

Roundtable Host:
Alex Robarts, Portfolio Manager, US Absolute Alpha Fund, RWC Partners
10:40am - 11:30am Roundtable Discussion | World Equity Strategy in Turbulent Markets
Investment decision makers are facing an increasing number of challenges: traditional investment assumptions no longer hold true, there is an avalanche of new regulatory requirements, a multitude of investment constraints and increasing governance pressure. To add to this, we have market uncertainty and ever increasing levels of risk and volatility. In this context, as a boutique asset manager, Unigestion believe that it is our responsibility to provide our clients with strategies that take into account a full spectrum of risks. José Altisent, Investment Specialist within Unigestion's Equities team will discuss this strategy further, and in particular, our Uniglobal World Equity strategy. 

Roundtable Host:
José Altisent, Senior Vice President, Uniglobal World Equity, Unigestion
11:30am - 12:20pm Leaders Panel Discussion| Tactical Discretion
Multiple private banks in Asia have underscored that this is not the year to buy and hold but rather for market timing and tactical trading. Downside risk management is critical, not just for delivering performance but retaining assets as well. At the same time, diminishing alpha is accelerating tailwinds for shorter term instruments like ETFs or derivatives. What instruments are private banks utilising to take advantage of short-term opportunities in the market?

Moderator:
Richard Otsuki, Senior Reporter, Asian Private Banker

Panellists:
Pankaj Nagrath, Head of Discretionary Portfolio Management Sales, Barclays
Ranjiv Raman, Head of Investments & Treasury, Cazenove Capital Management
Wei Mei Tan, Head of Portfolio Solutions Asia Pacific, Credit Suisse 
12:20pm - 2:00pm Networking Luncheon

Richard Otsuki

RWC Partners is an active investment manager that is responsible for a range of complementary investment strategies.

Since our inception we have offered investment strategies managed by reputable portfolio managers and their teams.  Our investment teams reflect our beliefs that experience, proven investment philosophies, and a creative environment are key facets of enduring, actively managed investment strategies.

As an organisation RWC Partners aims to be both sustainable and long-term in its decision-making.  We understand that our future is defined by the on-going ability to meet our clients’ long-term objectives.  We have a strong ownership structure that supports these beliefs and encourages stability, flexibility, and the highest governance standards.

Our culture continuously evolves and is shaped by our people.  The environment is one where responsible autonomy and the highest standards are fostered and demonstrated through our day to day behaviour.  The culture and environment underpin the organisation’s long-term health and strengthens our ability to focus on the responsibilities we have to our clients.

 

 

Rising Stars builds upon Asian Private Banker’s expertise as the premier, and the original, convener of fund selection-driven functions in Asia.  

30 Participants have attended from:

  • Alpha Vectors
  • Bank of Singapore
  • Barclays
  • BSI Bank
  • CA Indosuez
  • CIC
  • Citi Private Bank
  • Coutts & Co
  • Credit Suisse
  • CrossInvest
  • CS Partners
  • DBS Private Bank
  • Deutsche Bank Wealth Management
  • HP Wealth Management
  • HNWI Private Limited
  • HSBC Private Bank
  • JP Morgan Private Bank
  • Julius Baer
  • LGT
  • Maybank
  • Mercer
  • Nomura
  • UBS Wealth Management
  • UOB Private Bank

Previous Events

DPM Peer-To-Peer Connect, Singapore 2015
December 1, 2015 | Singapore

Fund Selection Nexus, Singapore 2015
October 15, 2015 | Singapore

Fund Selection Nexus, Hong Kong 2015
October 13, 2015 | Hong Kong

About RWC Partners

RWC Partners

RWC Partners is an active investment manager that is responsible for a range of complementary investment strategies.

Since our inception we have offered investment strategies managed by reputable portfolio managers and their teams.  Our investment teams reflect our beliefs that experience, proven investment philosophies, and a creative environment are key facets of enduring, actively managed investment strategies.

As an organisation RWC Partners aims to be both sustainable and long-term in its decision-making.  We understand that our future is defined by the on-going ability to meet our clients’ long-term objectives.  We have a strong ownership structure that supports these beliefs and encourages stability, flexibility, and the highest governance standards.

Our culture continuously evolves and is shaped by our people.  The environment is one where responsible autonomy and the highest standards are fostered and demonstrated through our day to day behaviour.  The culture and environment underpin the organisation’s long-term health and strengthens our ability to focus on the responsibilities we have to our clients.

 

 

About Unigestion

At Unigestion, our single-minded focus is to offer robust, tailor-made investment solutions to a limited number of sophisticated institutions and families.

We have GBP 12.0bn (EUR 16.3bn; USD 17.7bn; CAD 24.5bn) of assets under management, 94% is managed on behalf of more than 270 institutional investors and 6% on behalf of a few high-net-worth families. The stability of this client base allows for long-term vision.

At Unigestion, we firmly believe downside protection and return asymmetry are the drivers of long-term performance for our clients. This philosophy is embedded in all our investment strategies: Equities, Hedge Funds, Private Assets and Cross Asset Solutions.

With half of our assets managed through segregated mandates, we have a proven capability of understanding our clients’ objectives and designing strategies tailored to their needs. Our areas of investment expertise allow us to build customised solutions that fit within the usual buckets of institutional investors’ asset allocation.

Established more than 40 years ago, Unigestion is a time-tested organisation. We align our interests with those of our clients by investing our capital in the strategies we manage for them, thereby developing partnerships with them. With a single focus on asset management and 72% of our equity controlled by our senior management, we are free of conflict of interests.

The financial strength brought by GBP 115 million (EUR 160m; USD 175m; CAD 235m) of shareholder equity is a guarantee of lasting solidity.

With 195 employees from 21 nationalities, Unigestion is headquartered in Geneva and has offices in major financial centres around the world: Zurich, London, New York, Paris, Singapore, Toronto and Montreal. This international presence ensures both comprehensive local market research and a good understanding of the local dynamics which govern our clients’ activities and requirements.

Stability is key to providing our business with a long-term perspective: on average, the members of our senior management team have been with the company for 17 years. Driven by a passion to invest, every member of our team is committed to delivering the finest investment management service.

(estimated data as at 31.12.2015)

For further information, please contact: sonia.lam@asianprivatebanker.com