fund selector asia alternatives forum hong kong

Tuesday, 12 Sep 2017 Island Shangri-La Hong Kong

Delegate feedback report

FUND SELECTOR ASIA

ALTERNATIVES FORUM HONG KONG

FSA Alternatives Forum Hong Kong | Sep ’17 1

CONTENTS

SPONSORS

This report has been compiled from the feedback received from delegates who attended the Fund Selector Asia Alternatives Forum Hong Kong 2017 event. All delegates were asked to return their feedback via questionnaires completed at the end of the day. The feedback forms contained questions on the event as a whole, on each sponsor presentation, on the speakers themselves and any suggestions for topics at future events. Feedback forms were supplied by 19% of delegates who attended the forum. We have pulled together an honest and accurate report of the day and have included a list of all those who registered to attend the forum.

Tom PorterManaging director, Asia

Gareth WildeDirector, business development, Asia

About the event 01

Delegates 02

Overall experience 03

Event comments 04

Event photos 05

Speaker profile: Ahmed Behdenna 08

Speaker profile: Ben Garland 09

Speaker profile: Magnus Spence 10

Speaker profile: Craig Reeves 11

F U N D S


DELEGATES Attended (25)

LGT Bank Managing director

Mercer Investments Principal, delegated solutions

Credit Suisse Vice president

Vontobel Wealth Management Chief operating officer

Hang Seng Bank Senior investment adviser, global markets

Julius Baer Managing director

Delta Asia Wealth Management Research analyst

Donglin Family Office Investment associate

Pacific Hawk Chief investment officer

LGT Capital Partners Associate director, hedge fund team

HSBC Senior investments product manager

DBS Vice president, fund products - desk head

Donglin Family Office Chief executive officer

AMG Wealth Management Chief investment officer

Hang Seng Bank Head of investment advisory

Synergy Fund Management Analyst

St James's Place Wealth Management Head of investment research

Citi Private Bank Managing director, team head

Sumitomo Mitsui Trust Bank Assistant vice president, investment promotion group

Julius Baer Executive director

SHK Private Wealth Investment strategist

Case Equity Partners Managing partner

Citibank Assistant vice president, investment product and sales

CIC Investor Services Head of investment solutions

Rothschild Wealth Management Managing director, head of wealth management, Asia

Cancelled (02)

Silverhorn Investment Advisors Managing partner

UBS Wealth Management Head of asset allocation APAC

No show (02)

Credit Suisse Vice president, investment consulting

Penjing Asset Management Deputy chief investment officer


OVERALL EXPERIENCE

• Overall rating of the Fund Selector Asia Alternatives Forum Hong Kong

• Events team professionalism, approachability and knowledge

• Standard of the venue (eg catering, meeting rooms)

• Location

• Standard of the information received from the FSA team prior to the event

60%Excellent

40%Good

60%Excellent

40%Good

60%Excellent

40%Good

60%Excellent

40%Good

60%Excellent

40%Good


CHAIRMAN COMMENTS

“Good introduction and setting the stage for all speakers.”

“A very good moderator.”

“Great speech to set the scene.”

“Poll session was very interactive.”


SPEAKER PHOTOS

Ahmed Behdenna, Aviva Investors Ben Garland, BlackRock

Craig Reeves, Prestige Asset ManagementMagnus Spence, Jupiter Asset Management

Gareth Wilde, Last Word Tom Porter, Last Word


EVENT PHOTOS

Panel discussion with first session speakers (L-R: Ahmed Behdenna, Magnus Spence, Tom Porter)

Panel discussion with second session speakers (L-R: Ben Garland, Craig Reeves, Tom Porter)


EVENT PHOTOS


Seminar topic

Opportunities in multi-strategy investing

Multi-strategy approach differs from traditional investing in many ways. Undergird by a firm investment philosophy, Ahmed will explain and share how multi-strategy investing can deliver specific returns and income for today’s investors regardless of market environment, through identifying investment.

Comments

Interactive polling questions

SPEAKERS

Rating

Overall presentation

Content and subject matter

Overall speech

AHMED BEHDENNASenior strategist, Aviva Investors

“Why not do absolute return at portfolio level?”

“Doesn’t AR limit your upside?”

“Could you elaborate how your teams are incentivised to contribute ideas? Are they being rewarded for ideas used by manager? Or ideas which made money?”

“How is the team rewarded for best ideas and performance of the funds?”

“What about the US$25 billion credit bubble brewing in China? How do we plan and position our portfolios for this ultimate bubble bursting?”

“What is the biggest market risk factor within this year you believe?”

“Is this a high frequency trading portfolio?”

“Buffett doesn’t see excess? Please comment.”

“How can you control the costs of your risk reducing bucket? Why not use simple tail risk hedging approach?”

“Non USA/US dollar denominated debt is now approx $12trn. Rising US rates will cause a ripple effect across many markets.”

“Will AI and technology disruption be the game changer for our investment theory?”

“Unclear on strategy.” “Presentation was a little long.”

20%Excellent

20%Good

20%Excellent

40%Good

60%Average

20%Excellent

20%Good

60%Average

40%Average


SPEAKERS

BEN GARLANDDirector and senior investment strategist, Factor-Based Strategies Group, BlackRock

Seminar topic

The next frontier of factor investing: The evolution of factors in today’s market

The concept of factors is not new, but their use has been revolutionised by recent advancements in data and technology. Ben will share BlackRock’s views on factor investing and introduce how style factors can be used across asset classes to perform multiple roles within investors’ portfolios.

Comments

“Good factor investing model to get most neutral return.”


Rating



Overall speech

“Is factor investing more a passive strategy?”

“Are you relying too much on clever technicals - that may be unproven?”

“What is the default rate of your loan portfolio?”

“How would Brexit impact your business?”

“Returns on portfolio?”

“What is the annualised return in the past five years?”

“How do borrowers find you?”

“What is the competition and barrier to entry?”

40%Excellent

60%Good

40%Excellent

60%Good

40%Excellent

60%Good


SPEAKERS

MAGNUS SPENCEHead of investments, alternatives,Jupiter Asset Management

Seminar topic

Absolute madness: Making money in an uncertain world

As equity and bond markets hit all time highs after longer than usual bull market cycles, investors need to prepare for the risk of corrections in both asset classes. Magnus will show how absolute return funds, that combine the right levels of risk, skills and fees, can be part of the solution.

Comments

“Good insight in assessing the use/return of portfolio.”

“Colour of the Powerpoint makes it hard to read when projected.”


Rating



Overall speech

“Is short side a source of alpha?”

“Aren’t all asset classes correlated in the end?”

“What would trigger the big correction that you expect?”

“Is the Sharpe Ratio really a good measure of a manager’s skill?”

“Will lower for longer mean risk on for longer?”

“How have your funds performed in the peer group?”

40%Excellent

60%Excellent

40%Good

60%Good

60%Excellent

40%Good


SPEAKERS

CRAIG REEVESFounder, Prestige Asset Management

Seminar topic

Alternative fixed income - investment strategies

Direct lending and alternative fixed income strategies are increasingly forming part of a modern diversified absolute return portfolio. Over the medium term they have almost consistently retained low volatility and low correlation to traditional fixed income and equity-based strategies.

Comments


Rating



Overall speech

F U N D S

“Excellent insight in loan investing.”

“Liquidity may be the biggest concern.”

“Interesting content. Different from the other speakers.”

“Very articulate.”

“Interesting topic and product solution.”

“What if banks come back to the market?”

“Are UK interest rates going to rise?”

“Why does lower volume mean greater volatility?”

“Why are you able to do the type of lending you do and generate the consistent returns but banks ‘can’t’?”

40%Excellent

60%Good

40%Excellent

60%Good

40%Excellent

60%Good


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