Day One - SGT (Singapore Time, GMT+08:00)
The top three macro themes that will drive portfolios
- David Roche - Veteran Macro Strategist, Quantum Strategy & Geonomics
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?
- Yuri Bender - Editor-in-Chief, PWM, FT
- Jean Chia - Global Chief Investment Officer, Bank of Singapore
- Francis Tan - Chief Strategist, Asia, Indosuez Wealth Management
What are global investment firms still underestimating about Asia? Is Asia becoming the world’s most important wealth and innovation market?
Why is India becoming a strategic priority for global asset managers and allocators?How are domestic savings, retirement reforms and capital markets transforming investment? What opportunities exist across public markets, private markets and wealth?
Are innovations around private markets, tokenisation, active ETFs separate trends or part of a single structural shift in how investment products are created and distributed?
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?
- Dr Jörg Goschin - CO-CEO, Senior Managing Director, KfW Capital
Have recent gating events changed how wealth assess evergreen strategies? Are semi-liquid structures successfully balancing liquidity or do investor expectations need to evolve? What will determine whether evergreen structures have a place in wealth portfolios over the next decade?
- Daniel Matson - Global Head of Private Assets, Lombard Odier
Networking lunch focused on leadership, mentorship and opportunities to build your network
(Limited numbers – sign up in advance using the app)
Why is India becoming a strategic priority for global asset managers and allocators? How are domestic savings, retirement reforms and capital markets transforming investment? What opportunities exist across public markets, private markets and wealth?
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?
- David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
- Sasja Beslik - Chief Investment Strategy Officer, SDG Impact Japan
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:
China positioning
India allocations
AI concentration
private credit maturity
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 unwind.