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OCBC | 5 September 2019
A primier to Actively Managed Certificates

Of the 3 growing opportunities OCBC Bank shared during the AIAM Q2 Workshop, the Actively Managed Certificates (AMCs) has gathered the most attention. Synonymous with being flexible and dynamic, AMCs have become a key investment instrument used by IAMs who prefer to take a more pro-active and customized role in managing wealth.

In line with this, OCBC cordially invites you to join their 1.5hrs premier as they will deep-dive into the specifics of AMCs, ranging from rebalancing instructions, asset classes, legal documentation to reporting and valuation.

Participants can expect to discover all the aspects of AMCs from pre-trade idea inception, issuance to post-trade portfolio and cash maintenance.

1.5 hours CPD will be awarded.


Carlos Gomez Solorzano, Managing Director. Global Structured Solutions (Financial Institutions)
Oversea-Chinese Banking Corporation

Carlos Gomez Solorzano, OCBC’s Global Structured Solutions – Head of Financial Institutions team. The team structures and distributes bespoke financial investment and hedging solutions for Asian and European institutional clients, mainly Private Banks, Banks, Insurance Companies, Asset Managers and Family Offices.

OCBC’s Global Structured Solutions team works very closely with Independent Asset Managers and Private banks in the creation and distribution of bespoke financial products, such as bond basket linked notes, actively managed certificates, fund linked notes, private equity linked notes, leveraged fund linked notes and total return swaps.

Carlos has a 15 years career in Financial Markets, performing similar solutions role with global banks such as Barclays Capital, BAML and Credit Suisse First Boston. He holds a Master’s degree in Aerospace Engineering and a Master’s in Finance from Imperial College London.

Jean Chia, Managing Director, Head of Equities Advisory and Sales
Bank of Singapore

Jean’s portfolio of responsibilities cover the Cash Equities, Structured Products, Premium Equity and Advisory Portfolio Management businesses. She has 20 years of experience in Private Banking and Asset Management. She was previously from UBS Wealth Management, where she was Head of Client Advisory Services for Capital Markets Equities, Investment Products & Services. Her previous roles at UBS included Head of Specialist Advisory and Head of Structured Products Execution. Prior to UBS, she was a Vice President at Allianz Dresdner Asset Management (Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. Jean also serves as a member of the SGX Securities Advisory Committee.




Sep 05 2019


04:00 PM - 05:30 PM


65 Chulia Street, #17-00 OCBC Centre, Singapore 049513
Oversea-Chinese Banking Corporation Limited


Oversea-Chinese Banking Corporation Limited
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