Day One: Monday, 23 November 2009
0830 Registration and morning refreshments
0900 Chairman’s opening remarks
Low Tuck Seng, Chairman, Global Wealth Solutions
0915 Keynote address: Overcoming challenges for the Asian private banking industry
Kathryn Shih, CEO Wealth Management Asia Pacific, UBS
0945 Keynote address: Management strategies for rebuilding client trust
Anuj Khanna, Head of Private Banking, North Asia, Credit Suisse
1010 Private bankers panel: How has business best practice developed?
Bruce VonCannon, Chief Representative, Banque Privée Edmond de Rothschild SA
Eng Huat Kong, Managing Director, Global Wealth Management, Merrill Lynch International Bank
Joanna Chu, Head of North Asia, Barclays Wealth
Peter Flavel, Global Head, The Standard Chartered Private Bank
Renato de Guzman, Chief Executive Officer Asia Pacific, ING Asia Private Bank
Lok Yim, Head of North Asia, Private Wealth Management, Deutsche Bank
Moderator: Joseph Field, Senior Regional Partner, Withers Worldwide
1055 Morning coffee break
1135 Selecting the right investment strategies and portfolio allocations
Mike Imam, Head Wealth Management Distribution, Asia, Schroder Investment Management
Manpreet Gill, Asia Strategist, Barclays Wealth
Debashish Dutta Gupta, Head of Investments for Asia-Pacific Wealth Management, Citigroup
Moderator: Benjamin Pedley, Managing Director, Head of Advisory Services, LGT Investment Management
1205 Wealthy investors post meltdown: A return to liquidity
Carol Pepper, Chief Executive Officer and Founder, Pepper International LLC
1235 Lunch
1345 Is the downturn an opportunity for boutique private banks?
Bruce VonCannon, Chief Representative, Banque Privée Edmond de Rothschild SA
1415 Panel discussion: Institutionalisation of wealth through family offices
Christian Stewart, Managing Director, Family Legacy Asia (HK) Limited
Roy Chen, Chairman & CEO, Grace Financial Limited
Carol Pepper, Chief Executive Officer and Founder, Pepper International LLC
Richa Karpe, Director, Investments, Altamount Capital Management
Moderator: Low Tuck Seng, Chairman, Global Wealth Solutions
1500 Afternoon tea break
1530 Winning local Asian clients in the current climate
Stephen Richards Evans, Regional Head, The Standard Chartered Private Bank, North East Asia
1600 Medium and long-term opportunities in China's private banking market
Lee Hsiao-yun, Head of China Onshore Private Banking, SG Private Bank
Edwin Lim, Managing Director and Head of Private Banking North Asia & Greater China, DBS Bank
Andrew Wyles Waters, Chairman, First Capital Partners
1645 Responding to risk aversion of trustees
Guy Facey, Partner, Regional Head of Corporate, Withers Worldwide
1715 Chairman’s closing remarks followed by drinks reception
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Day Two: Tuesday, 24 November 2009
0830 Morning refreshments
0900 Chairman’s opening remarks
0915 The future of structured products: Trust, transparency and trends
David Hansson, Head of Equity Derivatives Marketing Asia Ex-Japan, J.P. Morgan
0940 Niche markets – Making money in unexpected ways
Andrew della Casa, Director, The Wine Investment Fund
Andrew Foster, President, Asia, Christie's
1015 Trends and core issues in succession planning
Mimi Hutton, Partner, Withers Worldwide, Head of Hong Kong Branch, STEP
1045 Morning coffee break
1115 Challenges faced by entrepreneurial families in India
Richa Karpe, Director, Investments, Altamount Capital Management
1145 Tax considerations in wealth management
John Wong, Partner, Tax, Personal Financial Services Practice - Private Clients, PricewaterhouseCoopers
1215 A resurgence in philanthropy
Cynthia D'Anjou-Brown, Senior Advisor, Philanthropy and Governance, HSBC Family Office Services, HSBC Private Bank
1245 Chairman’s closing remarks followed by lunch