Asia Investment Summit 2023

Thursday, 2 March 2023
08:00am - 11:30am BKT
09:00am - 12:30pm SGT/HKT
10:00am - 01:30pm KST
Virtual conference, live from Singapore

- Registration now closed -

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:

  • NAVIGATING RATES & INFLATION – “Using Listed Real Estate to Counter Inflation and Private Real Estate Declines”
  • STAYING INVESTED – “An Alternative Way to Diversify for Downside Protection”
  • ACCESSING TOMORROW’S INNOVATION – “Investing in the Century of Technology – a Bright Outlook Beckons”

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

Download full agenda 

WELCOME
9:00am Welcome Address
  Andrew Hendry, CEO Singapore
Head of Distribution Asia
9:05am Opening Address
  Ali Dibadj,
CEO, Janus Henderson Investors
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
12:35pm End of Event

 


GUEST SPEAKERS

Annie Koh
Professor Emeritus of Finance at Lee Kong Chian School of Business
Senior Advisor of Business Families Institute (BFI) at Singapore Management University (SMU)

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. 

Basil Lui, PhD
Advisor, EDBI and Founding Partner, August Global Partners

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.

 

Dirk Wieringa, CFA
Client Coverage Liquid Alternatives APAC, 
Credit Suisse

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.

 

 

Gareth Nicholson
CIO and Head of Discretionary Portfolio Management, International Wealth Management, Nomura

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.

Janet Li, CFA, MAoF
Partner, Wealth Business Leader, Asia, Mercer

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.

Jansen Phee
MD, Head of Funds Investment Solutions, Asia Pacific, UBS Global Wealth Management

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.

Simon Garing
CEO and Executive Director, Cromwell EREIT Management Pte Ltd

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.

 
 

FEATURED SPEAKERS

Ali Dibadj

CEO
Janus Henderson Investors

 

Andrew Hendry

CEO Singapore
Head of Distribution Asia 

 

Andrew Kaleel

Portfolio Manager
Diversified Alternatives

 

Andy Acker

Portfolio Manager
Health Care

 

Myron Scholes, PhD
Nobel Laureate

Chief Investment Strategist

 

Richard Clode

Portfolio Manager
Technology

 

Tim Gibson

Portfolio Manager
Co-Head of Global Property Equities