DISCRETIONARY PORTFOLIO MANAGEMENT PEER-TO-PEER CONNECT, HONG KONG 2016
HONG KONG
Date: June 21, 2016
Time: 9:30am - 12:35pm followed by luncheon
Venue: JW Marriott, Hong Kong
For the second year, Asian Private Banker brought together senior Discretionary Portfolio Managers from the leading private banks in the region for a leader's morning to examine how the DPM space is evolving, what it means to Asian clients, and how growing rates of DPM penetration are affecting the industry.
The morning consisted two 40-minute workshops which would be intimate, off-the record, facilitated conversations. This have been followed by a Leader's Conversation panel with the heads of DPM from the leading private banks in the region.
The knowledge and sharing of the morning has been underpinned by live, real-time, anonymous polling and data sharing that was facilitated by Asian Private Banker. This provided a series of unique insights and context for each participant.
Agenda
9:00am - 9:30am | Registration and Coffee | |||
9:30am - 9:35am | Opening Comments | |||
9:35am - 10:15am |
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Breakout Roundtable Sessions |
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10:20am - 11:00am |
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11:05am - 11:45am |
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11:50am - 12:30pm |
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12:35pm - 1:30pm | Networking Luncheon |
Selected heads of DPM who attended last year:
- Garth Bregman, Head of Portfolio Management, Asia, BNP Paribas Wealth Management
- Jack Lee, Head of Discretionary Portfolio Management Hong Kong, BNP Paribas Wealth Management
- Shawn Yin, Head of Portfolio Solutions Hong Kong, Credit Suisse
- Ancus Mak, DPM Specialist Group, Global Wealth Solutions, Deutsche Asset & Wealth Management
- Bryce Wan, Managing Director, Portfolio Management Group, Goldman Sachs
- Jacky Tang, Executive Director, Investment Management Division, Goldman Sachs
- Iris Chau, Head of Discretionary Specialists, HSBC Private Bank
- Kenneth Hau, Executive Director, Portfolio Management, LGT
- Mourad Tahiri-Alaoui, Regional Head of Portfolio Management, Pictet Wealth Management
- Monica Chan, Head of Portfolio Solutions, Hong Kong, RBC
- Sally Wright, Head of Discretionary Portfolio Management, Asia, UBP
- Sean Cochran, Managing Director, Head of IPS Portfolio Specialists APAC, UBS
- Winnie Kan, Head of IPS Portfolio Specialists, UHNW Markets, UBS
- Winnie Wang, Executive Director, Investment Products & Services, Portfolio Specialist, UBS
Conversation Partners
About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations,governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
The Private Client Solutions group, firmly embedded within Citi’s Markets and Securities Services business, provides private bank and retail intermediaries with access to Citi’s market-making capabilities and product expertise. Among the many innovations Citi offers to investors are notes, deposits, certificates, OTC derivatives, funds, rules-based investment strategies and more. Citi’s investments are designed to meet a range of financial goals, including yield enhancement, hedging portfolio risk and address to global mar
Networking Partner
For further information on the DPM Peer-To-Peer Connect,
please contact: koye.sun@asianprivatebanker.com