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Thursday, 2 March 2023
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08:00am - 11:30am BKT
09:00am - 12:30pm SGT/HKT 10:00am - 01:30pm KST |
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Virtual conference, live from Singapore
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As investors, we continue to navigate multiple headwinds, from higher inflation, rising rates and tightening financial conditions, to energy insecurity and geopolitical tension. Against this backdrop, Janus Henderson Asia Investment Summit on 2nd March will explore the best possible answers and plan for the future – via a half-day, deep-dive into the key themes shaping allocation decisions and portfolio strategies that investors face today:
Hear from your peers and our investment experts, as they discuss the most salient developments impacting their respective areas.
Janus Henderson CEO, Ali Dibadj, will provide an opening address while Chief Investment Strategist, Myron Scholes, will share his views on how investors can adapt their asset allocation in the face of sweeping changes resulting from deglobalisation, supply chain disruption, and decarbonisation.
Join us for practical insights and takeaways.
We look forward to welcoming you.
Kind regards
Andrew Hendry
CEO Singapore, Head of Distribution Asia
Janus Henderson Investors
AGENDA
WELCOME | |
9:00am | Welcome Address |
Andrew Hendry, CEO Singapore Head of Distribution Asia |
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9:05am | Opening Address |
Ali Dibadj, CEO, Janus Henderson Investors |
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9:20am | In Conversation with Myron Scholes |
Myron Scholes, PhD, Nobel Laureate | |
Chief Investment Strategist | |
NAVIGATING RATES & INFLATION | |
10:00am | Trends & Insights – Global Property |
Tim Gibson, Portfolio Manager | |
Co-Head of Global Property Equities | |
10:10am | Panel Discussion |
BREAK | |
10:40am | Break |
STAYING INVESTED | |
11:00am | Trends & Insights – Alternatives |
Andrew Kaleel, Portfolio Manager | |
11:10am | Panel Discussion |
ACCESSING TOMORROW’S INNOVATION | |
11:40am | Trends & Insights – Biotech and Medical Innovation |
Andy Acker, Portfolio Manager | |
11:50am | Trends & Insights – Technology |
Richard Clode, Portfolio Manager | |
12:00noon | Panel Discussion |
12:30pm | Closing Remarks |
Andrew Hendry, CEO Singapore Head of Distribution Asia |
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12:35pm | End of Event |
GUEST SPEAKERS
Annie Koh Professor Annie Koh is Professor Emeritus of Finance (Practice) at Lee Kong Chian School of Business, Singapore Management University (SMU). She is a renowned conference speaker, panel moderator and commentator. She chairs the Asian Bond Fund 2 supervisory committee for the Monetary Authority of Singapore, and is a committee member of Singapore’s Customs Advisory Council. Professor Koh is appointed as Chairman of Prime US REIT and is currently an independent director of AMTD IDEA Group, Prudential Assurance Company Singapore Pte Ltd and Yoma Strategic Holdings Ltd. Professor Koh received her Ph.D. degree in International Finance as a Fulbright scholar from Stern School of Business, New York University in 1988. |
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Basil Lui, PhD Dr Basil Lui is Advisor to EDBI, a Singapore-based global investor and Founding Partner of August Global Partners, a multi-stage global investment firm that partners with healthcare companies. Prior to this, Dr Lui was the Managing Partner at EDBI, where he was responsible for leading investments in Healthcare and Emerging Technologies. He also spearheaded EDBI’s investments in the areas of mobility, advanced manufacturing, future of computing, blockchain, AR/VR, agri-food tech and sustainable technologies, and pioneered EDBI's post investment value creation efforts. |
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Dirk Wieringa, CFA Dirk Wieringa is a Director in Credit Suisse’s Private Markets Group, covering Liquid Alternatives. Based in Singapore since over three years, he is responsible for key advisory functions including advising clients, financial advisors and investment consultants on liquid alternative solutions and portfolios, as well as the monitoring and due diligence of Southeast Asia managers. Dirk’s prior experience include leadership roles in Institutional as well as Private Client AI Advisory across various Alternative Investment Solutions in Europe, as well as and building and managing the hedge fund exposure of Winterthur Insurance, a fully owned subsidiary of Credit Suisse at the time. Prior to that, he worked for Bank Sarasin, where his responsibilities include structuring and selling equity and index linked structured products. |
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Gareth Nicholson Gareth Nicholson is Nomura’s Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management, based in Singapore. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and coverage for high-net-worth clients, external asset managers and family offices. He creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 18 years of experience in financial markets. Prior to Nomura, he held senior roles focusing on fixed income at Bank of Singapore and Aberdeen Standard Investments. |
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Janet Li, CFA, MAoF Janet Li, CFA, MAoF, is a Partner and the Wealth Business Leader, Asia at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia. In her role, she leads and drives strategic growth to the business as well as its operations and implementations. Janet has vast experience working with institutional clients. Her experience also spans across a wide range of retirement and investment services and a diverse range of asset classes. She is an Adjunct Associate Professor of The Faculty of Business and Economics at The University of Hong Kong. |
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Jansen Phee Jansen Phee is Managing Director, Head of Funds Investment Solutions, Asia Pacific, at UBS Global Wealth Management. He is also the head of Global Investment Management China. In his first role, Jansen is responsible for UBS GWM’s fund business in APAC. He is based in Singapore and chairs UBS’s Asia Pacific Investment Fund Forum and is also a member of its Global Investment Funds Forum. In his other role, Jansen is responsible for UBS GWM’s funds, alternatives, and wealth planning (life insurance and family trust) businesses in domestic China. Jansen previously headed UBS’s discretionary fixed income and equity teams and was the head of the Singapore and Malaysia Investment Specialist team. |
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Simon Garing Mr Garing has been the CEO and Executive Director of the Manager of Cromwell European REIT on 13 May 2019. As CEO, Mr Garing works with the Board to determine the strategy for CEREIT and with the other members of the management team to ensure that CEREIT operates in accordance with the Manager’s stated investment strategy. Mr Garing has more than 25 years of investment management, financial markets, and accounting experience in the global real estate industry. He was formerly Chief Capital Officer of Cromwell Property Group and Managing Director of Bank of America Merrill Lynch Asia Pacific and Bank of America Merrill Lynch Australia. |