ABOUT

APB Change Makers is the annual event for progressive industry transformation.

Across three half-day sessions, the event focuses on the individuals, institutions and critical themes that are changing the face of today's private wealth management industry in the Asia Pacific.

Understand the impact these changes and trends will have on your role, and the opportunities they present, with coverage of:

  • The seismic shifts taking place in China's wealth management industry and the impact on regional and global markets
  • Investment strategies for a changing economic and demographic landscape
  • Digital trends changing the face of private wealth management and visions for the future

Speakers from across the spectrum of wealth management feature via interactive Q&A's, product presentations, panel discussions and thought-leaders dialogue.

KEY THEMES

Global China and the changing face of wealth management
Game-changing strategies and themes to unlock alpha in China's onshore market
Developing investment strategies for a changing economic and demographic landscape
Income innovations in a shifting private banking landscape
Digital innovation reshaping the private wealth management spectrum
Stay ahead of the curve as a fully-fledged digital player in the ever-changing financial services landscape
WHY ATTEND?

discover.png

Discover

The themes that will have a direct impact on your role and the future of private wealth management through invaluable and forward-looking insights.
engage.png

Engage

In panel discussions, product insights and interactive open dialogue with each day organised around a distinct theme that is changing the face of private banking in Asia Pacific.
connect.png

Connect

With hundreds of other professionals across the region's private banks, family offices and wealth managers for idea exchange and networking.
APB Change Makers is available on demand

APB Change Makers is a virtual conference for the private wealth management community like no other. We bring you the individuals, themes and strategies, that are changing the face of private wealth management in Asia Pacific. Access to APB Change Makers is complimentary for all professionals working within the private wealth management community. Be part of the future of your industry, and register for your on demand access now.

Event Privacy Policy | Frequently Asked Questions | Contact

© 2021 ASIAN PRIVATE BANKER. All rights Reserved.

SPONSORS
SPEAKERS
Joseph H. L.  Chan, JP Speaker image
Ning Tang Speaker image
Neal Cross Speaker image
Alec Kersman Speaker image
Alex Wolf Speaker image
Ashish Tiwari Speaker image
Cai Xinfa Speaker image
Celia Yan Speaker image
Celine Le Cotonnec Speaker image
Charles-Henry Monchau Speaker image
Charles Smith Speaker image
Cheryl Tan Speaker image
Christophe Roupie Speaker image
Donald Rice Speaker image
Edward Moon Speaker image
Eleven Ying Speaker image
Erik Tham Speaker image
Eugenia Koh Speaker image
Evelyn Yeo Speaker image
Evrard Bordier Speaker image
Fan Cheuk Wan Speaker image
Garth Bregman Speaker image
Gerald Goh Speaker image
Henry Chui Speaker image
Jansen Phee Speaker image
Jack Siu Speaker image
Jaspar Crawley Speaker image
Joey Chan Speaker image
John Bradshaw Speaker image
Kathlyn Collins Speaker image
Ken Kencel Speaker image
Kevin Russell Speaker image
Laura Wang Speaker image
Mandy Lee Speaker image
Mike Sales Speaker image
Nicholas Chui Speaker image
Paras Anand Speaker image
Paula Ip Speaker image
Philip  Wyatt Speaker image
Prashant Bhayani Speaker image
Stephen B. Jue Speaker image
Steve Brice Speaker image
Suresh Tantia Speaker image
Tanmai Sharma Speaker image
William Ma, CFA, CAIA Speaker image
AGENDA
22
9:00 AM
- 9:30 AM
Join Ning Tang, Founder and CEO of CreditEase to explore how  China is fundamentally transforming the outlook  for wealth management and the private banking industry. What are the strategic choices businesses need to consider to maximise the China return and how should investors temper exponential opportunity with inevitable risk?
Join Ning Tang, Founder and CEO of CreditEase to explore how  China is fundamentally transforming the outlook  for wealth management and the private banking industry. What are the strategic choices businesses need to consider to maximise the China return and how should investors temper exponential opportunity with inevitable risk?
9:30 AM
- 10:00 AM
With a deep and liquid onshore bond market, and an A-shares market that continues to have a low correlation to wider global equity markets thus offering real diversification from a portfolio construction perspective, join our experts to uncover best in class strategies to capture alpha from China’s onshore credit and equity markets.
With a deep and liquid onshore bond market, and an A-shares market that continues to have a low correlation to wider global equity markets thus offering real diversification from a portfolio construction perspective, join our experts to uncover best in class strategies to capture alpha from China’s onshore credit and equity markets.
10:00 AM
- 10:30 AM
In this key product insight session, Kevin Russell, Chief Investment Officer of UBS O'Connor, a hedge fund manager within UBS Asset Management, will discuss how its flagship multi-asset strategy has successfully navigated market turmoil. Kevin Russell, Chief Investment Officer, and John Bradshaw, Head of APAC, will also talk about key trends in the hedge fund space and opportunities in China and environmental sectors.
In this key product insight session, Kevin Russell, Chief Investment Officer of UBS O'Connor, a hedge fund manager within UBS Asset Management, will discuss how its flagship multi-asset strategy has successfully navigated market turmoil. Kevin Russell, Chief Investment Officer, and John Bradshaw, Head of APAC, will also talk about key trends in the hedge fund space and opportunities in China and environmental sectors.
10:30 AM
- 11:00 AM
China’s commitment to hitting peak CO2 releases by 2030, to be carbon neutral by 2060, and its constant evolution of ESG practices are change-making steps from the world’s 2nd largest economy to accelerate the global ESG agenda. For international investors, how do these goals and ambitions translate into investment opportunities? Join our experts to learn more.
China’s commitment to hitting peak CO2 releases by 2030, to be carbon neutral by 2060, and its constant evolution of ESG practices are change-making steps from the world’s 2nd largest economy to accelerate the global ESG agenda. For international investors, how do these goals and ambitions translate into investment opportunities? Join our experts to learn more.
11:00 AM
- 11:30 AM
China’s progression of digital currency adoption with the launch of its Digital Currency Electronic Payment (DCEP) is giving rise to a more pressing need for the private banking industry to enable digital asset trading and execution services. Our panel of experts will assess the impact of DCEP both onshore and offshore for the wealth management community and what future moves to expect from China’s digital currency ambitions.
China’s progression of digital currency adoption with the launch of its Digital Currency Electronic Payment (DCEP) is giving rise to a more pressing need for the private banking industry to enable digital asset trading and execution services. Our panel of experts will assess the impact of DCEP both onshore and offshore for the wealth management community and what future moves to expect from China’s digital currency ambitions.
11:30 AM
- 12:00 PM
How can investors navigate growing return dispersions resulting from the bifurcation into dual poles of growth between the U.S and China? What does the shift to quality in the context of China’s growth mean for public and private markets and increasingly, China’s progress with sustainability? Learn more about how the rewiring of globalization could impact the role of Chinese assets in investor portfolios.
How can investors navigate growing return dispersions resulting from the bifurcation into dual poles of growth between the U.S and China? What does the shift to quality in the context of China’s growth mean for public and private markets and increasingly, China’s progress with sustainability? Learn more about how the rewiring of globalization could impact the role of Chinese assets in investor portfolios.
12:00 PM
- 12:30 PM
Our closing session of the opening day will feature a senior industry leader taking questions from our audience on a wide range of topics that will include the potential of the Greater Bay Area, HK as the destination for family offices in Asia, and what to expect next from China in wealth management. 
Our closing session of the opening day will feature a senior industry leader taking questions from our audience on a wide range of topics that will include the potential of the Greater Bay Area, HK as the destination for family offices in Asia, and what to expect next from China in wealth management. 
23
9:00 AM
- 9:30 AM
What does the world's largest bond manager see as the biggest changes ahead for Asia Pacific markets, for investors, and for the companies that serve them? Join Alec Kersman, Managing Director and Head of Asia-Pacific at PIMCO for an in-depth Q&A on top-tier investment strategies for capturing returns through 2021 and beyond.
What does the world's largest bond manager see as the biggest changes ahead for Asia Pacific markets, for investors, and for the companies that serve them? Join Alec Kersman, Managing Director and Head of Asia-Pacific at PIMCO for an in-depth Q&A on top-tier investment strategies for capturing returns through 2021 and beyond.
9:30 AM
- 10:00 AM
The case for alternatives has become increasingly complementary to traditional investment strategies, the challenge remains in getting clients past the stigma of illiquid private assets. Hybrid strategies have become a sought after solution, allowing clients to be part of the private space whilst retaining some liquidity. Join our panel to review the nature and scope of these hybrid strategies within alternatives and assess further opportunities to consider in private investments, and how such products are likely to evolve over time.
The case for alternatives has become increasingly complementary to traditional investment strategies, the challenge remains in getting clients past the stigma of illiquid private assets. Hybrid strategies have become a sought after solution, allowing clients to be part of the private space whilst retaining some liquidity. Join our panel to review the nature and scope of these hybrid strategies within alternatives and assess further opportunities to consider in private investments, and how such products are likely to evolve over time.
10:00 AM
- 10:30 AM
Intelligent cities are developing all around us due to the convergence of disruptive technologies and new innovation. Intelligent cities use the latest technologies and data to create efficiencies, improve sustainability, promote economic development, and enhance quality of life factors for people living and working in cities. Cities are home to more than half of the world’s population, and they are expected to contribute to the majority of global growth over the next decade. This unprecedented rate of urbanisation and its inherent boost in resource consumption has created a need for a new type of city that can be smarter, more ecological, and, ultimately, sustainable long into the future. Join prominent Heads of Funds together with leading asset management firm, Allianz Global Investors, to discuss ways to harness the investment potential of megatrends such as Artificial Intelligence, Clean Energy, Digital Life, 5G, Infrastructure and other thematic investing opportunities brought forth by the evolution of intelligent cities.
Intelligent cities are developing all around us due to the convergence of disruptive technologies and new innovation. Intelligent cities use the latest technologies and data to create efficiencies, improve sustainability, promote economic development, and enhance quality of life factors for people living and working in cities. Cities are home to more than half of the world’s population, and they are expected to contribute to the majority of global growth over the next decade. This unprecedented rate of urbanisation and its inherent boost in resource consumption has created a need for a new type of city that can be smarter, more ecological, and, ultimately, sustainable long into the future. Join prominent Heads of Funds together with leading asset management firm, Allianz Global Investors, to discuss ways to harness the investment potential of megatrends such as Artificial Intelligence, Clean Energy, Digital Life, 5G, Infrastructure and other thematic investing opportunities brought forth by the evolution of intelligent cities.
10:30 AM
- 11:00 AM
Traditionally lower-risk fixed-income investments now yield close to zero, or zero, forcing investors to move further along the risk curve to generate returns, in turn compromising their risk appetite. What solutions are available in the form of bond ETFs and ultra-short funds as alternatives for risk-on clients? How much rebalancing of portfolios has taken place, increasing equity exposure and shifting portfolios toward value? Join us to explore the creative ways being developed to find income for investors in a low yield environment. 
Traditionally lower-risk fixed-income investments now yield close to zero, or zero, forcing investors to move further along the risk curve to generate returns, in turn compromising their risk appetite. What solutions are available in the form of bond ETFs and ultra-short funds as alternatives for risk-on clients? How much rebalancing of portfolios has taken place, increasing equity exposure and shifting portfolios toward value? Join us to explore the creative ways being developed to find income for investors in a low yield environment. 
11:00 AM
- 11:30 AM
Cryptocurrencies continue to be on the rise and viewed by some as the alternative to gold. Meanwhile, the traditional merits of the precious metal being an inflationary hedge are being put to the test. Has gold lost its shine? Should we remain bullish or write it off? You asked, we answer.
Cryptocurrencies continue to be on the rise and viewed by some as the alternative to gold. Meanwhile, the traditional merits of the precious metal being an inflationary hedge are being put to the test. Has gold lost its shine? Should we remain bullish or write it off? You asked, we answer.
11:30 AM
- 12:00 PM
What thematic sustainable investment strategies will see the most growth or may have been underserved? How to develop an evidence-based approach to ESG investing for clients that is built on robust data and transparency? Join us to deep dive into how private banks are tackling ESG both inside their organisations and in front of clients and what’s next in the evolution of this industry game changer.
What thematic sustainable investment strategies will see the most growth or may have been underserved? How to develop an evidence-based approach to ESG investing for clients that is built on robust data and transparency? Join us to deep dive into how private banks are tackling ESG both inside their organisations and in front of clients and what’s next in the evolution of this industry game changer.
12:00 PM
- 12:30 PM
Alternative investment strategies offer unique income opportunities generally not available through traditional markets and, in a low-yield environment, they are increasingly an important component of a balanced portfolio. Join Nuveen’s investment experts to discuss market trends and explore ways to generate income via real estate, real assets and private credit.
Alternative investment strategies offer unique income opportunities generally not available through traditional markets and, in a low-yield environment, they are increasingly an important component of a balanced portfolio. Join Nuveen’s investment experts to discuss market trends and explore ways to generate income via real estate, real assets and private credit.
12:30 PM
- 1:00 PM
In  this  key  session,  thought-leader,  Prashant  Bhayani,  CIO,  Asia  Pacific  at  BNP Paribas Wealth  Management will  share  his  views  on  innovative  investment  approaches  and  will  engage  in  a  dialogue with APB's Editor and the audience on issues including style investing, factor investing, adding protection offering to portfolios, and the evolution of hybrid private investments.
In  this  key  session,  thought-leader,  Prashant  Bhayani,  CIO,  Asia  Pacific  at  BNP Paribas Wealth  Management will  share  his  views  on  innovative  investment  approaches  and  will  engage  in  a  dialogue with APB's Editor and the audience on issues including style investing, factor investing, adding protection offering to portfolios, and the evolution of hybrid private investments.
24
9:00 AM
- 9:30 AM
Neal Cross was formerly the world's most disruptive CIO/CTO, awarded by judges including Steve Wozniak and Richard Branson. From DBS Bank to now heading up one  of  the  fastest  growing  wealth  fintech companies in the world, join Neal for a fascinating session that explores what it means to be at the forefront of digital and disruptive change and lessons learned for the future of digital in private wealth management.
Neal Cross was formerly the world's most disruptive CIO/CTO, awarded by judges including Steve Wozniak and Richard Branson. From DBS Bank to now heading up one  of  the  fastest  growing  wealth  fintech companies in the world, join Neal for a fascinating session that explores what it means to be at the forefront of digital and disruptive change and lessons learned for the future of digital in private wealth management.
9:30 AM
- 10:00 AM
Leading private banks are continuously redefining their strategies and scaling up their digital capabilities to stay ahead of the curve, thus setting new standards for excellence in private wealth management through innovation and transformation strategies. In this key onstage-interview, Cai Xin Fa, Ping An Group Executive and Head of Retail Banking at Ping An Bank, will discuss the bank's progressive strategy and how transformative the power of technology can be to deliver a remarkable multi-channel client experience in private wealth management.
Leading private banks are continuously redefining their strategies and scaling up their digital capabilities to stay ahead of the curve, thus setting new standards for excellence in private wealth management through innovation and transformation strategies. In this key onstage-interview, Cai Xin Fa, Ping An Group Executive and Head of Retail Banking at Ping An Bank, will discuss the bank's progressive strategy and how transformative the power of technology can be to deliver a remarkable multi-channel client experience in private wealth management.
10:00 AM
- 10:30 AM
Personalisation has become the norm in most consumer-facing industries. As consumers spend more time in the digital world, they come to expect the same level of satisfaction from the experience across all aspects of their lives, including wealth management. This session will discuss why wealth firms need to enhance the digital experience to engage and retain investors, how firms can get personalisation right, what building digital experiences for the modern investor looks like.
Personalisation has become the norm in most consumer-facing industries. As consumers spend more time in the digital world, they come to expect the same level of satisfaction from the experience across all aspects of their lives, including wealth management. This session will discuss why wealth firms need to enhance the digital experience to engage and retain investors, how firms can get personalisation right, what building digital experiences for the modern investor looks like.
10:30 AM
- 11:00 AM
Recent activities have shown a growing interest amongst wealth managers in the supposed liquidity of digital assets and the diversification potential such assets may offer. Meanwhile there is growing interest in the tokenization of assets, including existing traditional assets, whereby assets can be broken down into smaller values, making the product movable and suitable for a wider range of clients. Join this session to explore how progressive leading institutions view the opportunities digital assets and tokenization may offer in private wealth management.
Recent activities have shown a growing interest amongst wealth managers in the supposed liquidity of digital assets and the diversification potential such assets may offer. Meanwhile there is growing interest in the tokenization of assets, including existing traditional assets, whereby assets can be broken down into smaller values, making the product movable and suitable for a wider range of clients. Join this session to explore how progressive leading institutions view the opportunities digital assets and tokenization may offer in private wealth management.
11:00 AM
- 11:30 AM
AI and data science have the power to drive business growth by creating hyper-personalized  services, helping investors make sense of fast-paced markets and  freeing  up  RMs'  time.  Getting  it  right  when  it  comes  to  AI  solution  creation  and  analytics'  usage  can  determine  private  banks'  competitiveness.  Getting it wrong drains human resource, finance, efficiency and effectiveness. 2021 and beyond is data survival of the fittest. This  session will  explore  practical  use  cases that showcase the power of data in private banking, and the questions to be asking of your infrastructure, business models and personnel. 
AI and data science have the power to drive business growth by creating hyper-personalized  services, helping investors make sense of fast-paced markets and  freeing  up  RMs'  time.  Getting  it  right  when  it  comes  to  AI  solution  creation  and  analytics'  usage  can  determine  private  banks'  competitiveness.  Getting it wrong drains human resource, finance, efficiency and effectiveness. 2021 and beyond is data survival of the fittest. This  session will  explore  practical  use  cases that showcase the power of data in private banking, and the questions to be asking of your infrastructure, business models and personnel. 
11:30 AM
- 12:00 PM
In an ever-changing world, liquidity, data, and trading efficiency remain the key ingredients for a successful fixed income strategy, especially when it comes to private banks. In this session we’ll explore each pillar in depth and delve into specific use cases to help you build a world-class experience for your end clients. Christophe Roupie, Head of EMEA and APAC at MarketAxess and Erik Tham, Head of Private Banking at MarketAxess, will discuss regional trading trends, specific use cases and the benefits of having all three pillars consolidated into one consistent trading experience. 
In an ever-changing world, liquidity, data, and trading efficiency remain the key ingredients for a successful fixed income strategy, especially when it comes to private banks. In this session we’ll explore each pillar in depth and delve into specific use cases to help you build a world-class experience for your end clients. Christophe Roupie, Head of EMEA and APAC at MarketAxess and Erik Tham, Head of Private Banking at MarketAxess, will discuss regional trading trends, specific use cases and the benefits of having all three pillars consolidated into one consistent trading experience. 
12:00 PM
- 12:30 PM
In this key open mic session, Joey Chan, CEO of one of the most progressive digital platforms in private wealth management, will take questions from the audience and provide insight into what it takes to pioneer digital innovation in our industry and what opportunities she sees in the market to meet tech-savvy clients' demands for efficient and valuable investment solutions.
In this key open mic session, Joey Chan, CEO of one of the most progressive digital platforms in private wealth management, will take questions from the audience and provide insight into what it takes to pioneer digital innovation in our industry and what opportunities she sees in the market to meet tech-savvy clients' demands for efficient and valuable investment solutions.