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AIWM Professional Excellence 2024

REGISTRATION IS CLOSED

The 2nd instalment for the 2024 series of AIWM Professional Excellence, is happening on Thursday, 24 October 2024 at The Fullerton Hotel Singapore.

Now in its sixth year, the AIWM Professional Excellence gathers the AIWM community – External Asset Managers (EAMs), Family Offices, private banks, service providers amongst others, to discuss how best to drive growth and leverage the opportunities amid an ever-evolving wealth management landscape and technological advancements.

Event Details:

Date: Thursday, 24 October, 2024
Time: 9:00 AM – 4:30 PM (Registration starts from 8.30am)
Venue:The Fullerton Hotel Singapore, Straits Room, Level 4 (1 Fullerton Square, Singapore 049178)
Dress Code: Smart Casual
 

Programme:

TIME AGENDA
8:30 AM Registration
9:00 AM Welcome Note by AIWM
9:15 AM AVM Capital:
Market Upheavals: How to Anticipate and Hedge during Market Meltdowns

Highlights
  • What are the signals used in anticipating market stress?
  • Investor Psychology: Managing FOMO
  • Trading during periods of extreme volatility
9:45 AM Mitsubishi UFJ Trust and Banking Corp.:
The Changing Landscape of Japanese Markets: What’s Next?

Highlights
  • Recap and overview of Japan markets in the past 2 years
  • What makes this really different from the past
  • Increasing focus on corporate engagement to enhance shareholder value
  • What's next? Overview of the short-to-medium term market outlook
10:15 AM Networking Break
10:45 AM Leonteq Securities:
Demystifying Quantitative Investment Strategies

Highlights
  • Understanding the concept of Quantitative Investment Strategies (QIS)
  • Deep dive into the different dimensions of QIS
  • Ways to implement QIS in client portfolios
11:15 AM Sumitomo Mitsui Trust Bank:
Active J-REITs ETF: Capturing Capital and Income Gains in Japan’s Real Estate Markets

Highlights
  • Overview of the Japanese real estate market
  • Overview of the Japanese REIT market
  • Market Outlook & The Opportunity Ahead
11:45 AM Lunch
1:30 PM MA Financial Group:
The Great Debate: Private Credit vs Public Bonds

Highlights
  • A deep dive into the pros and cons of private credit and public bonds
  • How investors should think about their fixed interest allocation and what asset classes are available to them
  • A better understanding of the differences between private credit and public bonds and how they fit into a portfolio asset allocation model
2:15 PM 1291 Group:
Recent Tax Changes and Their Impact on Asian Private Clients

Highlights
A summary of new tax policies and their potential impact on private wealth management for Asian clients with a particular focus on Taiwan, China, Thailand, and the UK, and insights on the following:
  • What are the planning solutions that would help mitigate some of these issues?
  • Real-life examples of successful tax planning for Asian private clients.
2:45 PM Networking Break
3:15 PM Eastspring Investments:
Just Transition or Just A Transition?

Highlights
  • Learn the difference between investing in different aspects of Climate Change such as, “Paris Aligned”, “Net Zero”, “Climate Transition” and “Just Transition” across public and private markets
  • Current landscape of climate and climate transition funds in the public markets
  • Challenges and opportunities in finding climate data at the corporate level to design a portfolio of companies contributing to climate transition and a just transition, while preparing for a climate-changed future
3:45 PM Interactive Brokers:
Next-Gen Wealth Management – Digital Engagement and Transformation

Highlights
In a rapidly evolving financial landscape, the next generation of wealth management is being redefined by digital innovation and the shifting exceptions of Gen Z and Millennials. Explore how wealth managers can harness technology to meet the unique needs of this emerging client segment.
4:15 PM Closing Remarks
4:30 PM Event Ends

Roger Chi

Managing Partner
1291 Group

Ashvin Murthy

Founder & CIO
AVM Capital

Leon Lee

Head of Business Development
AVM Capital

Joanne Khew

Director – ESG specialist
Eastspring Investments

June Zheng

Institutional Sales Managers
Interactive Brokers

Jeremy Dominh

Investment Solutions Sales
Leonteq Securities

Chris Wyke

Joint Chief Executive Officer
MA Financial Group

Jean de Kock

Head of Fixed Income Manager Research
Mercer

Angus Hui

Deputy Chief Investment Officer and Head of Fixed Income
Fullerton Fund Management

Ryuichi Kawasaki

Head of Global Asset Management Business
Mitsubishi UFJ Trust and Banking Corporation

Kota Murakami

Head of Fiduciary Business, APAC
Sumitomo Mitsui Trust Bank Singapore Branch


Attendance Policy

Participants who wish to obtain the Certificate of Attendance (COA) for the CPD hours must comply strictly with the Attendance Policy set out by AIWM Singapore.

Important Notes:

1) Certificates of Attendance (COA) are issued based on attendance records.
2) A SGD150.00 event cancellation fee per person is applicable for this event.
3) A SGD150.00 no-show penalty fee per person applies.
4) By registering for this event, you agree and consent to AIWM Privacy Policy.

Date

Oct 24 2024

Time

09:00 AM - 04:30 PM

Location

The Fullerton Hotel
The Fullerton Hotel Singapore

Organizer

AIWM Singapore
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