08:30 – 09:00 | Breakfast |
09:00 – 09:20 (20 mins) | Keynote:
AI in asset management Speaker: Matthias Uhl, Head of Analytics & Quant Solutions, UBS Asset Management, Zurich, Switzerland |
09:20 – 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, UBS Asset Management, Zurich, Switzerland |
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, UBS Asset Management, Zurich, Switzerland |
10:20 – 10:45 | Coffee break |
10:45 – 11:15 (30 mins) | Panel:
From Sandbox to Scale: Institutional Adoption of Tokenized Assets Speakers: Laurens Schepens, Lead Digital Assets APAC and UBS Tokenize, UBS, Singapore Andrew Wong, Product Manager, AM Digital Assets & DLT, UBS, Hong Kong Moderator: Zieshan Afzal, Investment Specialist, Global Liquidity & Cash Management, UBS Asset Management, Singapore |
11:15 – 12:00 (45 mins) | Presentation:
USD diversification and long-term asset allocation Speaker: Rohit Arora, Economics & Strategy - Head of Asia FX & Rate Strategy, UBS Investment Bank, Singapore |
12:00 – 14:00 | Buffet lunch (no travel required) |
14:00 – 14:30 (30 mins) | Fireside chat:
New investment paradigm and asset allocation for long-term investors Speaker: Barry Gill, Head of Investments, UBS Asset Management, New York, US Moderator: Dr. Massimiliano Castelli, Head Strategy and Advice, Sovereign Institutions, UBS Asset Management, Zurich, Switzerland |
14:30 – 15:00 (30 mins) | Panel:
Re-think about Asset Allocation and Investment Strategy Amidst Rising Uncertainty – A Sovereign Investor’s Perspective Speakers: Kevin Zhu, Chief of Investment Strategy, Qatar Investment Authority, Qatar Moderator: Dr. Massimiliano Castelli, Head Strategy and Advice, Sovereign Institutions, UBS Asset Management, Zurich, Switzerland |
15:00 – 15:30 (30 mins) | Fireside chat:
Are long-term investors missing an opportunity in China? Speaker: Bin Shi, Head of China Equities, UBS Asset Management, Hong Kong Moderator: Willem van-Breugel, Global Head of Sovereign Institutions, UBS Asset Management, Singapore |
15:30 – 15:50 | Coffee break |
15:50 – 16:10 (20 mins) | Keynote:
The evolving role of alternative asset classes in the allocation of long-term investors Speaker: Ulrich Keller, Head of UGA Solutions, UBS Asset Management, Zurich, Switzerland |
16:10 – 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, UBS Asset Management, Zurich, Switzerland |
16:40 – 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, UBS Asset Management, London, UK |
17:30 – 17:45 | Concluding remarks Speaker: Dr. Massimiliano Castelli, Head Strategy and Advice, Sovereign Institutions, UBS Asset Management, Zurich, Switzerland |
17:45 – 18:00 | Survey |
18:00 | End of Day 2 |
