Day One - SGT (Singapore Time, GMT+08:00)
What are global investment firms still underestimating about Asia? Is Asia becoming the world’s most important wealth and innovation market?
Which assumptions behind traditional portfolio construction are now broken? Where are CIOs making the largest allocation changes today: equities, duration, alternatives or geography? What actually changes in client portfolios over the next 24 months?
Where are investors finding long-term opportunity across China’s evolving economy? Which sectors and themes are attracting the strongest long-term conviction?
How do we scale alternatives more broadly across private wealth? Are evergreen and semi-liquid structures solving the accessibility conundrum? What does the future of alternatives in client portfolios and semi-liquid structures look like?
Are investors still being adequately compensated for illiquidity and credit risk? Where are allocators becoming more cautious as private credit matures?
Networking lunch focused on leadership, mentorship and opportunities to build your network
(Limited numbers – sign up in advance using the app)
How are selectors diversifying away from mega-cap concentration risk without sacrificing performance? What are the implications for portfolio construction, volatility management and long-term diversification?
The massive demand for data centres, EVs, and digital infrastructure requires unprecedented electricity generation. Beyond oil and coal, how will Asia finance the enormous infrastructure and energy investment required for long-term growth? Which transition themes are creating the most compelling opportunities across infrastructure, private markets and public equities?
What instantly gets managers rejected?
Is access still more important than performance?
Where are family offices increasing exposure right now?
How are insurers reshaping demand for long-duration investment products in Asia? Will insurers become the dominant allocators in private markets across the region? Will insurance capital become one of the defining forces in sustainable long-term investing?
No media. No recording. Just closed door peer-to-peer discussion.
Topics:
* AI concentration
* private credit risk
* China positioning
* alternatives liquidity
* approved-list rationalisation
Join us for an evening of connection and conversation over delectable canapés and refreshing drinks. It's the perfect opportunity to forge new relationships, reconnect with familiar faces and toast to the future of investment in Asia.