Home Conference
Wealth Management Conference Programme
 
.
TUESDAY 13th APRIL
 
  
08.00 - REGISTRATION - Suntec Singapore, Level 2, Ballroom
MORNING

08.45 - Chairman Introduction and Keynote Address
Ramon Maronilla, Senior Product Engineer, State Street Global Advisors

ETFs

09.00 - An Emerging Core Asset Class
- Asia's Economies and Bond Markets: Structural Trends
- The Case for Asian Local Bonds as a Core Asset Class
- Investment Channels for Asian Bonds
Ramon Maronilla, Senior Product Engineer, State Street Global Advisors

09.30 - Fundamentals and Investment Case for Precious Metals – Gold, Silver, Platinum and Palladium
- History of ETF Securities
- Asset growth of our precious metals holdings
- Investment Characteristics of Gold and Precious Metals
- Fundamental factors driving the outlook for gold, silver, platinum and palladium
- ETFS Precious metals offering:
    - Physical
    - Leveraged
    - Short
    - PM Basket
- Conclusion
Nigel Phelan, Director of Asian Sales, ETF Securities

10.00 - Commodity ETFs: A Guide to Understanding the Indices They Track
Michael McGlone, Director of Index Services and Product Manager for Commodity Indices, Standard and Poor's index business

10.30 - ETFs - Panel Discussion - Trends and innovations - Industry Outlook - Finding the Right Index - Common Misunderstandings about ETFs

Moderator: Joseph Ho, Managing Director, Head of ETF Sales & Marketing Asia ex-Japan for Lyxor ETF, SG Securities (HK) Ltd.
Bart Lijnse, Managing Director, Nyenburgh Holding B.V.
Nigel Phelan, Director of Asian Sales, ETF Securities
Janice Kan, Senior Vice President and Head, Product Development, Singapore Exchange
Gerard Ayodeji, Managing Director, Flow Traders Asia Pte. Ltd

REAL ESTATE INVESTMENT

11.15 - Investment Opportunities in the French Real Estate Market
Laurent Biousse, Founder, PrimValue SICAV PLC

11.45 - How Distressed is Distressed in Californian Real Estate terms?
- A Once in a Generation opportunity
- The Real Estate Cycle
- Location
- Acquisition $ Value Range
- Disposal & Exit Strategy – there has to be one, right?
Andy Doyle, Partner/Director, The Synergy Partnership

12.15 - Real estate investment in Oman with a focus on Integrated Tourism Complexes
Michael Lenarduzzi, CEO
, The Wave Muscat

12.45 - Investment Opportunities in Vietnam
Rick Mayo-Smith, Managing Director, Indochina Capital Corporation

 AFTERNOON

14.00 - Chairman Introduction
David Chong, Chairman, Portcullis TrustNet (Singapore) Pte Ltd

EMERGING MARKET BONDS & EQUITIES

14.20 - Identifying Inefficiencies in the Asian Equity Market
Randall Stewart Kahn, Director of Investment, APS Asset Management Pte Ltd

14.50 - Sovereign Risk: The Risks Are Not Necessarily Where You Think
Stephane Monier, Global Head of Fixed Income and Currencies, Lombard Odier Investment Managers

15.20 - Opportunities in the Asian Fixed Income Market
Chia Liang Lian, Senior Vice President & Portfolio Manager, PIMCO Singapore

15.50 - Socially Responsible Investment in Vietnam
Juerg Vontobel, Founder of VietNam Holding Ltd, VietNam Holding Asset Management (Switzerland) Ltd.

16.10 - Agriculture: The new strategic asset of the 21st century. A private equity investment opportunity in the Pharos Miro Agriculture Fund
John J. Papesh, Managing Director, Pharos Financial Advisors Ltd.

16.30 - Asian Emerging Markets - Panel Discussion

Moderator: Bransby Whitton, Director & Senior Vice President, PIMCO Asia Pte Ltd
Randall S. Kahn, Director of Investment, APS Asset Management Pte Ltd
Stephane Monier, Executive Vice President, Lombard Odier Investment Managers
Juerg Vontobel, Founder of VietNam Holding Ltd, VietNam Holding Asset Management (Switzerland) Ltd.

18.30 - Cocktail reception

 

.
WEDNESDAY 14th APRIL
 
  
08.00 - RE-REGISTRATION - Suntec Singapore, Level 2, Ballroom
MORNING

09.00 - Chairman Introduction
John D. Robertson, CEO,
The Synergy Partnership

ART INVESTMENT

09.10 - Art “Return on Investment”: Dream or Reality?
Jean-Marie Bernard Fabbri, CEO, Trevi Trust

MANAGED FUTURES & COMMODITIES

09.40 - Managed Futures: A Powerful Diversification Tool For All Portfolios
Jason S. Gerlach, Director of Operations, Sunrise Capital Partners LLC

10.10 - An Asset Class with Low Correlation & Diversification for your Portfolio
- Equity market neutral strategy that provides consistent return
- Low correlation to other asset classes
- Using gold as a currency in managed futures fund: high performance, inflation hedge
- The reasons we are bullish on gold
Aaron Smith, Managing Director, Superfund Financial (Singapore)

10.40 - Riders of The Storm - Commodity Compass
- Rise in Resource Colonialism
- Political Protests and Guerrilla Warfare
- Food Shortage and Other Global Risks
- Implications on Commodities and Why They Will Continue to Rise
John D. Robertson
, CEO,
The Synergy Partnership

11.10 - Commodities - Panel Discussion

Moderator: Michael McGlone, Director of Index Services and Product Manager for Commodity Indices, Standard and Poor's index business
Andy Doyle, Partner/Director, The Synergy Partnership
Jason S. Gerlach
, Director of Operations, Sunrise Capital Partners LLC

Aaron Smith
, Managing Director, Superfund Financial (Singapore)

Nelson Low, Head of Commodities, Asia, CME Group

12.10 - Comparative Study of Private Banking Centres
Kai-Wing Shiu, Senior Manager, Advisory Financial Services, PricewaterhouseCoopers

AFTERNOON

14.00 - Chairman Introduction
Brad L. Berman, President, LISCR LLC

PRIVATE BANKING BRANDING

14.10 - How To Develop a Private Banking Brand in Asia
Martin Roll, CEO, VentureRepublic

INTERNATIONAL FINANCIAL CENTRES, INTERNATIONAL TAX PLANNING & CORPORATE STRUCTURES

14.40 - Labuan IBFC, an Essential Part of the Asian Family Wealth Management Solution
Mike Grover, Tax Specialist, Labuan IBFC

15.40 - Looking at Trusts and Private Foundations
Michael T Darwyne, in-house counsel, Portcullis Trust (Singapore) Ltd,

16.10 - Comparing Singapore, Hong Kong, Geneva, Zurich, London and Dubai - Panel Discussion
- As International Financial Centres
- As Private Banking Centres
- As Centres for Asset Management
- As Jusrisdictions for Tax Panning and Corporate Services
Moderator: Andrew Deane, Managing Partner, Sundance Consult

17.30 - Closing Remarks

Bombardier Business Aircraft in the Asia-Pacific Market, Christophe Chicandard, Sales Director, South East Asia and Pacific, Bombardier Business Aircraft

•    Bombardier overview
•    Bombardier's presence in the market
?    Bombardier's perspectives on market forecasts worldwide and Asia-Pacific specific