Agenda - Specialist Summits Day

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Private Wealth Summit [RUN UNDER CHATHAM HOUSE RULE & CLOSED TO PRESS]

09:40 - 09:45

Chair’s welcome address

09:45 - 10:15

Keynote address

10:15 - 10:50

Private wealth and private markets: adoption patterns, access and suitability

Tarun Nagpal - Founder & CEO, S64
Sueann Yeo - Managing Director, Head of APAC Global Wealth Solutions, EQT
Hou Wey Fook - Chief Investment Officer, DBS Bank Ltd
Jean Chia - Global Chief Investment Officer, Bank of Singapore
Sam Joshi - Global Head of Investment Specialists, Global Alternative Investment Solutions, JP Morgan Asset Management

10:50 - 11:15

Presentation

11:15 - 11:50

Moving beyond one-size fits all: client segmentation in private wealth

James Burdis - Head of Private Wealth Alternatives & Global Strategic Relationships APAC, J.P. Morgan Asset Management

11:50 - 12:05

Morning coffee and networking break

12:05 - 12:25

Inside the private bank’s playbook

12:25 - 13:00

Portfolio construction for private wealth: not just an “alternatives bucket”

Audrey The - Partner, Cambridge Associates
Gary Leung - Senior Vice President, Investor Relations – Private Wealth, Thoma Bravo
Sid Chhabra - Head of European High Yield, Securitized Credit and CLO Management, RBC BlueBay Asset Management
Rishabh Verma - Head of Alternatives, Singapore, Wealth and Premier Solutions, HSBC

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Private Wealth Summit [RUN UNDER CHATHAM HOUSE RULE & CLOSED TO PRESS]

14:15 - 14:20

Chair’s afternoon address

14:20 - 14:55

A wave of alternative innovations: unpacking solutions for wealth clients

14:55 - 15:15

Closing fireside chat: Capitalising on opportunities: a wealth manager’s perspective

15:15 - 15:20

Chair’s closing remarks and the end of the Private Wealth Summit

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