FUND SELECTOR ASIA ALTERNATIVES FORUM SINGAPORE

Thursday, 14 Sep 2017 Swissotel The Stamford, Singapore

Delegate feedback report

FUND SELECTOR ASIA

ALTERNATIVES FORUM SINGAPORE

FSA Alternatives Forum Singapore | Sep ’17 1

CONTENTS

SPONSORS

This report has been compiled from the feedback received from delegates who attended the Fund Selector Asia Alternatives Forum Singapore 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 30% 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

Speaker profile: Olivier Blin 12

F U N D S

(Lunch sponsor)


DELEGATES Attended (30)

DBS Treasures Vice president, investment counsellor

DBS Private Bank Associate director and product manager, funds

Mindful Wealth Investment manager

TriLake Partners Chief investment officer

UOB Senior vice president, finance analytics and strategy team

Havenport Wealth Head of business development

UBS Associate director, hedge fund portfolio specialist

CTBC Bank International private banking

IPP Financial Advisers Senior investment executive

UOB First vice president, funds

Finexis Asset Management Analyst

Cazenove Capital Management Investment analyst

AXA Manager, investment and wealth management

AXA Deputy director, investment and wealth management

UBS Associate director, hedge fund portfolio specialist

OCBC Vice president, senior investment strategist

IPP Financial Advisers Investment manager

Bank of Singapore International markets

Maybank Director, investment

OCBC Product manager, investment

Bank of Singapore Director, advisory and sales

Cazenove Capital Management Head of investment and treasury

J. Safra Sarasin Executive director, client advisor

CTBC Bank Funds discretionary portfolio manager

Nomura Joint-chief investment officer

Navigator Investment Services Manager, investments and business support

Mindful Wealth Investment analyst

DBS Private Bank Director, funds and private equity sales

J. Safra Sarasin Executive director, head of discretionary portfolio management

UOB Assistant vice president, corporate investment unit

Cancelled (01)

Lombard Odier Managing director, senior portfolio manager

No show (07)

Standard Chartered Bank Head of discretionary portfolio management

Citibank Director, traditional managed investments, wealth management

OCBC Head of investment

Deutsche Bank Product specialist

Citibank Senior vice president, investment funds head

LGT Bank Executive director

Bank of Singapore Director, investment counselor


OVERALL EXPERIENCE

• Overall rating of the Fund Selector Asia Alternatives Forum Singapore

• 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

43%Excellent

57%Good

78%Excellent

22%Good

75%Excellent

25%Good

67%Excellent

22%Good

56%Excellent

33%Good

11%Poor

11%Average


CHAIRMAN COMMENTS

“Engaging good speaker and confident.”

“Good overview of entire event.”


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

Olivier Blin, Unigestion


EVENT PHOTOS

Panel discussion with first session speakers (L-R: Olivier Blin, 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

“Can you give a trade example on long US inflation?”

“What are some of the European banks that you like?”

“Long EM local currency debt or hard currency?”

“Given that approximately 70% of active managers often underperform their benchmarks, how are you different?”

“18 out your 28 strategies delivered returns over the past year. Can you comment something about it to boost investors’ confidence?”

“Agree that sizable global QE (14trn) will be problematic as it unwinds.”

“Presentation largely on Aviva. Little expansion on the global theme. Could do more/better and explain on the key theme slide information if started with theme, then show how Aviva fund tackles that.”

“More explanation on market perspectives. Will make presentation more engaging.” “Some slides were too broad and did not give much insight into the funds’ strategy and differentiation.”

40%Average

23%Excellent

33%Good

44%Average

22%Excellent

67%Good

23%Excellent

44%Good

33%Average

11%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

N/A


Rating



Overall speech

“R-squared to global benchmarks?” “What does the team look at to determine a shift in factor (ie growth to value)?”

50%Excellent

38%Good

57%Excellent

29%Good

12%Average

14%Average

57%Excellent

29%Good

14%Average


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


Rating



Overall speech

“Is the +0.31 correlation shown for the European Equity LS Fund against the global or European benchmark?”

“When equity markets crash, short selling is often suspended by exchanges/governments - even in the US during ’08.”

“According to Strategy Termsheet, gross exposure is around 60%. What are the reasons for keeping it low?”

“For Jupiter European l/s, if equity correlation is 0.59, how did the manager achieve 11.8% ytd?”

“Very enjoyable. Good balance of market concerns and product description. Clear explanation. Kept it simple.”

“Agree and concern of the stretched market valuations and inflation surprise.”

“Informative and presentation was easy to follow.”

33%Excellent

67%Good

33%Excellent

67%Good

44%Excellent

56%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

“Some slides were indecipherable (on their own).”

“How will Brexit affect the UK farming sector? And the SME lending market?”

“Why isn’t behavioural bias included in carry?”

50%Excellent

50%Good

74%Excellent

13%Good

63%Excellent

37%Good

13%Average


SPEAKERS

OLIVIER BLINInvestment manager, Unigestion

Seminar topic

Alternative risk premia: From theory to practice

What are alternative risk premia, and why do they make sense more than ever in today’s environment? What is the best way to build a pure and robust portfolio of alternative risk premia?

Comments


Rating



Overall speech

“Interesting. Unlikely to be big part of portfolio. Client still more comfortable with traditional portfolio.”

“Good and informative.”

“Would prefer to have hardcopy handouts as it was difficult to view some slides.”

“Are you expecting non-bank financials to perform well?”

“Does hedging cost strategy too much?”

“Do you net your positions across the risk premia within your portfolio?”

“Are you concerned about the amount of money that has flowed into a small number of premia?”

22%Excellent

67%Good

45%Excellent

55%Good

11%Average

22%Excellent

67%Good

11%Average


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FUND SELECTOR ASIA ALTERNATIVES FORUM SINGAPORE

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