AGENDA

Wednesday 4 March, 2020

15:30–16:30Asset Manager Briefing Registration

16:30–18:55Asset Manager Briefing

19:00–21:00Welcome Reception & Buffet Dinner

Thursday 5 March, 2020

07:45–08:45Breakfast

08:45–08:55Welcome and Opening

Chee Loong ChongWealth Business Leader, Singapore

08:55–09:15It’s a Matter of Time: Issues, Themes and Opportunities for 2020 and Beyond

Deb ClarkeGlobal Head of Investment Research

09:15–09:20MC

Peta LatimerCEO, Singapore

09:20–09:35Don’t Give Up on Diversification

After a decade-long bull market for equities and bonds, some investors are challenging the merits of diversification. Higher fees and governance requirements for investors in private markets and diversifying alternatives are hard to justify when those asset classes have generally not improved on a simple 60% equities/40% bonds alternative. However, the last decade has been unusually good for markets, a fortune that could easily turn in the current late-cycle environment, with valuations for all asset classes looking stretched. We believe now is not the time to give up on diversification. Instead, it remains as important as ever, and you should ensure you have built genuine diversification into your portfolio.

Garry HawkerSenior Investment Consultant

09:35–09:45Eyes on China: What Will a Trade War Mean for This Region?

After a long period of globalisation, geopolitical shifts ― most notably between China and the United States ― are driving reorganisation of global trade toward a more divided model. Globalisation is under threat, and some of the strategic forces at play may persist for decades. Alongside trade wars, technology and capital wars could escalate. Beyond the near-term noise, investors will grapple with the investment implications for years to come. Are your portfolios well-positioned to weather the uncertainty?

Chin Yee KohInvestement Consultant

09:45–10:25A Timely Debate: Is Modern Monetary Theory the Solution?

Modern Monetary Theory (MMT) is a minority school of economic thought that argues governments don’t need to finance spending through taxes or borrowing, that at least to some degree “deficits don’t matter” and that the theory provides an alternative approach to economic management.

Critics of MMT argue that it is potentially a dangerous illusion that could result in unnecessary government interference in the private economy, an end to central bank independence and potentially inflationary economic collapse.

In this session, we debate whether MMT provides an authentic alternative to traditional approaches to monetary and fiscal policy and the implications for your portfolios.

Cameron SystermansSenior Portfolio Manager

Ben AbellDirector of Analytics Research & Tools, Growth Markets

10:25–10:35Gold: You're Indestructible

Our undying fascination with this lustrous yellow metal has persisted through generations, lugging with it hopes, frustrations and wonderment. Over time though, this mythical commodity has transcended folklore; initially serving as the currency standard and now reborn as an admirable monetary and conflict hedge, a safe haven. Over the long term, there may be alternatives to gold, but with unique hedging properties over shorter periods and a multitude of implementation options, gold has a potential role to play in institutional investors’ opportunistic portfolios. Gold … you’re truly indestructible.

Guhan Yap KannanSenior Investment Consultant

10:35–11:05Networking and Coffee Break

11:05–11:35Investment Governance Models: Trends and Practical Implications

Facilitator

Adeline TanSenior Investment Consultant

Client

Client Speaker to be Announced

11:35–12:00Portfolio Construction in the 'Decade of Delivery'

Jillian ReidSenior Responsible Investment Specialist

Nick WhiteGlobal Strategic Research Director

12:00–12:25Alternatives … Where are the Bright Spots?

While investment bright spots differ by sub-asset class, one common theme drives us: listening to our clients’ unique needs and tactically planning alongside of them to ensure seamless execution. In this virtual panel, we bring to life views from experts across private markets and hedge funds on how they are helping asset owners plan for 2020 and beyond and where they are seeing bright spots.

Charles ChiangAsset Class Specialist, Alternatives

Raelan LambertGlobal Alternatives Leader

12:25–13:00BREAKOUTS

A.Take Your First Step on the ESG Journey – Workshop Your Investment Beliefs

Facilitator

Jillian ReidSenior Responsible Investment Specialist

Clients

TBC

B.Building a ‘Sustainable Equity’ Portfolio – a Step-by-Step Guide

In this breakout session, we discuss Mercer’s principles-based advice on building a robust and sustainable equity portfolio, including looking at the merits of incorporating breadth, if and where to deploy an active/passive approach, how to diversify returns and how to incorporate sustainability. We also take a look at what these principles mean in practice for asset owners with differing sets of objectives and constraints.
Facilitator

Rich DellGlobal Leader, Equity Boutique

Clients

Client Speaker to be Announced

C.A Stitch in Time – the Value of Operational Risk Assessment

Facilitator

Igor EvangelijSenior Investment Consultant

Clients

Client Speaker to be Announced

13:00–14:15Lunch

14:15–15:15Keynote Address

Geoff MulganAuthor, Academic and Former CEO of NESTA

15:15–15:45Mercer Assessment of Potential

TBC

15:45–16:15Networking Break

16:15–16:55Fabulous Four: Opportunistic Investment Ideas

Host

Richard TanPortfolio Specialist

Sessions

1.Don't Fight the Future: In Tech We Trust

Wen Ting GeokAsset Class Specialist, Alternatives

2.Time Heals All Wounds: Value Equity

Mark LaidlawAsset Class Specialist, Equity Boutique

3.The Times, They Are A-Changing: Sustainable Equities

Jia Yin LeeInvestment Consultant

4.Making Time: Hedge Funds

Adrian WorthAsset Class Specialist, Diversifying Alternatives Boutique

16:55–17:15The Time Is Now: Go Forth Boldly and Shape the Future

In this session, we bring together the various themes and topics highlighted over the course of the Forum. In building a bolder, brighter future, we put forward suggestions for how you as investors can build these ideas into your future investment plans — the time to act is now.

Janet LiWealth Business Leader, Asia

17:15–18:30Drinks in Foyer

Draft Agenda. Subject to change.