Programme on 1st March 2012

08:30 Registration and refreshments
09:00 Welcoming address Professor Joseph P.H. Fan, School of Accountancy and the Department of Finance, Chinese University of Hong Kong and Director of INSTITUTE OF ECONOMICS AND FINANCE (HONG KONG)
09:10 KEYNOTE ADDRESS: A macro economic outlook - where do we go from here? How can the debt crisis impact Asia? Inflation, deflation or stagflation - how can this affect the Asian market? Potential investment opportunities created by Asia Pacific's emerging markets Making sense of macro-economic cycles to meet investment and wealth creation Lei Lei Song, Principal Economist, ASIAN DEVELOPMENT BANK (PHILIPPINES)
10:00 INVESTMENT ROUNDTABLE: Structuring a long term investment strategy Should families adopt a liability-driven investment strategy? How to assess the returns of a range of asset classes in the long term? Does global diversification protect against falling markets? Protection against 'black swan' events Peter Gibson, CEO, DYNASTY FAMILY OFFICE (SINGAPORE) Alex Ng, CIO Asia Pacific, BNP PARIBAS INVESTMENT PARTNERS (HONG KONG) Jesse Irving Seligman, Partner, THE RBS INVESTMENT GROUP (CANADA) Tai Sook Yee, Head of Group Strategies & Investments, IMC GROUP (SINGAPORE)
11:00 Morning coffee
11:30 TETE A TETE - Asia meets Europe An Asian and an European family office compare and contrast their own structures and skill sets PHILOSOPHY: How does the philosophy of managing wealth vary? STRUCTURE: Should Asia follow the US/European model? How has the financial crisis motivated new thinking for family office across the regions? Richa Karpe, Co-Founder & Executive Director, ALTAMOUNT CAPITAL MANAGEMENT (INDIA) Matthew Fleming, Director, FLEMING FAMILY & PARTNERS (UNITED KINGDOM)
12:15 INVESTMENT OPPORTUNITY SHOWCASE: Quick fire product pitches from leading investment managers followed by discussion and Q&A David Taft, President, IBS CAPITAL (UNITED STATES) Stephen Finch, CEO - Asia, APN PROPERTY GROUP (AUSTRALIA) Henrik Lundqvist, Director of Fund Investments, THE INTERNATIONAL WOODLAND COMPANY (DENMARK) Peter Andersen, CIO, KIWI DEPOSIT BUILDING SOCIETY (NEW ZEALAND)
13:15 Lunch and opportunity to network
14:15 VOLATILITY AND TAIL-RISK HEDGING TALK: Managing investment portfolios in uncertain times Identifying innovative solutions to manage volatility available to portfolios managers Addressing long tail risk and hedging approaches Highlighting ways to generate uncorrelated returns in periods of heightened market volatility Yoram Layani, Head of Institutional Solutions Sales, Asia ex-Japan - Global Equities and Commodity Derivatives, BNP PARIBAS (HONG KONG)
14:40 KEYNOTE ADDRESS: Maintaining family fortunes What can be done on a practical level to positively maintain family fortunes? Identifying hidden risks such as fraud, miss-management, unreliable successor or succession plan Ways to avoid family conflict such as delusion, self-righteousness and reactive patterns Matthew Fleming, Director, FLEMING FAMILY & PARTNERS (UNITED KINGDOM)
15:15 Afternoon coffee and networking break
15:45 GLOBAL PERSPECTIVE: Globalisation, meeting the demands of multi-jurisdictional families Internationalisation: Will family offices move towards having international brands as banks do? Is splitting of the family and running as separate businesses a viable alternative to having different fiduciary structures that are costly and complex for families? What capabilities would the rising generation need to look after their affairs and interest on a global basis? Roger Van Baal, Executive Director, INTEGRA GLOBAL (SINGAPORE) Scott A J MacDonald, Executive Director, THE INTERNATIONAL FAMILY OFFICE ASSOCIATION (AUSTRALIA) Noor Quek, Managing Director, NQ INTERNATIONAL PTE LTD (SINGAPORE) Carol Seah, CEO, WYNNES FAMILY OFFICE (SINGAPORE)
16:45 ROUNDTABLES ROUNDTABLE 1: How to prepare for the decline and financial defaults of western democratic governments Where to invest in a world of unrestrained government spending, money printing and currency debasement Many traditional asset classes will significantly underperform: what to avoid Investors must seek out uncorrelated investments: event-driven, inflation hedges, gold David Taft, President, IBS CAPITAL (UNITED STATES) ROUNDTABLE 2: How to generate high and sustainable income returns from Asia Pacific listed commercial real estate Macro volatility has created opportunities to invest in high quality Asia Pacific real estate at substantial discounts to NAV The importance of detailed and experienced real estate expertise in picking winning listed portfolios Featuring opportunities currently available in the listed real estate space and strategies we use to create sustainable income and value for our investors Howard Brenchley, Executive Director and CIO, APN PROPERTY GROUP (AUSTRALIA) ROUNDTABLE 3: Investing in timberland Timberland investment characteristics, including return drivers Private timberland universe and standard returns how IWC adds value Henrick Lundqvist, Director of Fund Investments, THE INTERNATIONAL WOODLAND COMPANY (DENMARK) ROUNDTABLE 4: How can investors reduce the uncertainties and risks associated with equity investment? As equity investment is swamped with sources of human risk, traditional portfolio theory is just not delivering as expected. Does an approach exist that can improve investors success when choosing an investment process? Presenting a process that turns traditional portfolio theory upside-down while eliminating human error Showing how to generate substantial outperformance in an easy and transparent manner Peter Andersen, CIO, KIWI DEPOSIT BUILDING SOCIETY (NEW ZEALAND) ROUNDTABLE 5: Quantitative easing and risky assets: A case for commodities How to invest smartly in commodities The case of Gold Yoram Layani, Head of Institutional Solutions Sales, Asia ex-Japan - Global Equities and Commodity Derivatives, BNP PARIBAS (HONG KONG)
17:30 Closing remarks
17:40 Cocktail Reception
18:30 PRIVATE FAMILY OFFICE DINNER