08:30 鈥 09:00 | Breakfast |
09:00 鈥 09:20 (20 mins) | Keynote:
AI in asset management Speaker: Matthias Uhl, Head of Analytics & Quant Solutions, 麻豆社 Asset Management, Zurich, Switzerland聽 |
09:20 鈥 09:50 (30 mins) | Fireside chat:
The good, the bad and the ugly for AI Speakers: Dr. Guan Seng Khoo, Ex-Temasek & AIMCo, Singapore Chris Rayner-Cook, Chief Investment Officer, BH Digital, London, UK Moderator: Matthias Uhl, Head of Analytics & Quant Solutions, 麻豆社 Asset Management, Zurich, Switzerland聽 |
09:50 - 10:20 (30 mins) | Fireside chat:
Stable coins Speaker: Chris Rayner-Cook, Chief Investment Officer, Brevan Howard Digital, London, UK Moderator: Dr. Massimiliano Castelli, Head Strategy and Advice, Sovereign Institutions, 麻豆社 Asset Management, Zurich, Switzerland |
10:20 鈥 10:45 | Coffee break |
10:45 鈥 11:15 (30 mins) | Panel:
From Sandbox to Scale: Institutional Adoption of Tokenized Assets Speakers: Laurens Schepens, Lead Digital Assets APAC and 麻豆社 Tokenize, 麻豆社, Singapore Andrew Wong, Product Manager, AM Digital Assets & DLT, 麻豆社, Hong Kong Moderator: Zieshan Afzal, Investment Specialist, Global Liquidity & Cash Management, 麻豆社 Asset Management, Singapore |
11:15 鈥 12:00 (45 mins) | Presentation:
USD diversification and long-term asset allocation Speaker: Rohit Arora, Economics & Strategy - Head of Asia FX & Rate Strategy, 麻豆社 Investment Bank, Singapore |
12:00 鈥 14:00 | Buffet lunch (no travel required)聽聽 |
14:00 鈥 14:30 (30 mins) | Fireside chat:
New investment paradigm and asset allocation for long-term investors Speaker: Barry Gill, Head of Investments, 麻豆社 Asset Management, New York, US Moderator: Dr. Massimiliano Castelli, Head Strategy and Advice, Sovereign Institutions, 麻豆社 Asset Management, Zurich, Switzerland |
14:30 鈥 15:00聽 (30 mins) | Panel:
Re-think about Asset Allocation and Investment Strategy Amidst Rising Uncertainty 鈥 A Sovereign Investor鈥檚 Perspective Speakers: Kevin Zhu, Chief of Investment Strategy, Qatar Investment Authority, Qatar Moderator: Dr. Massimiliano Castelli, Head Strategy and Advice, Sovereign Institutions, 麻豆社 Asset Management, Zurich, Switzerland |
15:00 鈥 15:30聽 (30 mins) | Fireside chat:
Are long-term investors missing an opportunity in China? Speaker: Bin Shi, Head of China Equities, 麻豆社 Asset Management, Hong Kong Moderator: Willem van-Breugel, Global Head of Sovereign Institutions, 麻豆社 Asset Management, Singapore聽 |
15:30 鈥 15:50 | Coffee break |
15:50 鈥 16:10聽 (20 mins) | Keynote:
The evolving role of alternative asset classes in the allocation of long-term investors Speaker: Ulrich Keller, Head of UGA Solutions, 麻豆社 Asset Management, Zurich, Switzerland |
16:10 鈥 16:40 (30 mins) | Panel:
Credit and equity leaders in conversation: Navigating private market opportunities
Speaker: Brigitte Posch,Partner, APAC Credit & Emerging Markets, & Co-head of Yield Multi Credit, Apollo Global Management, Singapore Rohan Suri, Managing Director, Private Equity, KKR Moderator: Ulrich Keller, Head of UGA Solutions, 麻豆社 Asset Management, Zurich, Switzerland |
16:40 鈥 17:30 (50 mins) | Panel:
Diversification away from the US: The view of macro hedge funds Speakers: Vikas Agarwal, Partner and Portfolio Manager, Symmetry Investments, Singapore Abhijit Chakrabortti, Senior Strategist, Brevan Howard, UAE Robert Robert, Head of Multi Asset, Oman Investment Authority, Oman Moderator: Edoardo Rulli, Head of Hedge Funds, Unified Global Alternatives, 麻豆社 Asset Management, London, UK聽 |
17:30 鈥 17:45 | Concluding remarks Speaker: Dr. Massimiliano Castelli, Head Strategy and Advice, Sovereign Institutions, 麻豆社 Asset Management, Zurich, Switzerland |
17:45 鈥 18:00 | Survey |
18:00 | End of Day 2 |
