UBS Live - Solutions
Q1 Client fund summit
Q1 Client fund summit
Positioning for higher inflation and rising rates
Speakers
Speakers
Kelvin Tay
Kelvin Tay
Regional Chief Investment Officer UBS Global Wealth Management
Kelvin Tay is the Regional Chief Investment Officer at UBS Global Wealth Management.
Kelvin is a member of the UBS Global Emerging Markets Investment Committee, as well as the Asia-Pacific Investment Committee where he provides strategic research and inputs to the investment and asset allocation process across asset classes.
Based in Singapore, Kelvin joined UBS Global Wealth Management Asia in April 2006 and was deputy head of P&S Consulting (Southeast Asia), where he helped clients structure investment portfolios based on asset allocation. Prior to joining UBS, Kelvin worked at Deutsche Bank Private Wealth Management (Asia) as the Asian & European Equity Strategist responsible for Asian & European equity selection. He was also the portfolio manager of the Asian equities portfolio and was also responsible for conducting funds research.
From 2002 to 2004, Kelvin was a Regional Telecoms Analyst with JPMorgan Chase where he was consistently one of the top 3 rated regional Asian telecoms analysts in international surveys such as AsiaMoney and Institutional Investor.
From 2000 to 2002, Kelvin was a Regional Telecoms Analyst with ABN AMRO (Asia) Ltd in Hong Kong, where he was ranked No.3 in AsiaMoney's Asia-wide regional telecoms analyst survey in 2001 and his team was ranked No. 1 in the 2000 Greenwich survey. Prior to that, Kelvin worked at Overseas Union Bank in Singapore as a credit analyst in loan syndications and capital markets.
Benjamin Tai
Benjamin Tai
Portfolio manager and Senior Analyst Blackrock
Benjamin Tai, CFA, Director, is a portfolio manager and senior analyst with the Global Real Asset Securities Group with 15 years of investment experience.
His responsibilities include covering real estate and infrastructure securities in the Asia-Pacific region. Prior to joining Blackrock, Benjamin worked at Norges Bank Investment Management in both Singapore and London as the primary analyst for Asia Pacific real estate securities. Preceding that, Benjamin worked at UBS AG in Hong Kong as a sell side equity analyst in global listed real estate strategy, and before that at Macquarie Bank in Sydney as an analyst for the global property securities fund. Benjamin graduated with a Bachelor of Commerce degree from the University of New South Wales. He is a Chartered Financial Analyst charterholder.
Sean Connor
Sean Connor
President of Blue Owl Securities and Managing Director of Blue Owl Capital
Sean Connor is President of Blue Owl Securities and a Managing Director of Blue Owl Capital, and before that Owl Rock Capital.
Sean joined Blue Owl in 2016 as one of its first employees. Sean is at the forefront of Blue Owl’s initiative to bring its investment platform to the private wealth space, with a focus on fund structuring, formation and capital raising. Sean serves on various Blue Owl operating committees and chairs its product group. In 2020, Sean was recognized by Private Debt Investor as one of the industry’s Rising Stars, a list of 40 individuals under the age of 40 with the potential to shape the future of the private debt asset class.
Prior to joining Blue Owl, Sean served as a Managing Director of CION Investment Management. Sean was a member of CION’s Investment Committee and responsible for overseeing all aspects of CION’s business, including its non-traded BDC that was sub-advised by an affiliate of Apollo Global Management. Prior to joining CION, Sean held roles focusing on originating, underwriting, negotiating and corporate finance transactions globally. Sean received a B.A. in Economics from Columbia University. Sean maintains Series 7, 63 and 24 registrations.
Brad Brezinski
Brad Brezinski
Head of International Relationship Management
CPM Boston Partners (Robeco’s U.S. asset management subsidiary)
Mr. Brezinski is the Head of International Relationship Management responsible for the business development and marketing strategy outside North America.
Prior to this role, he was responsible for international business development as a product specialist for Boston Partners, Robeco’s U.S. asset management subsidiary. He rejoined the firm after a brief period in 2013 with Tenor Capital Management as an operations and investor relations associate. Before that, Mr. Brezinski had joined the firm in 2010 as an RFP writer in the Marketing department, which supported all of the firm’s equity strategies. Previously, he also worked in the wealth management department at Merrill Lynch where he supported an advisory team that served high net worth clients.
John Bradshaw
John Bradshaw
Senior Portfolio Manager UBS O’Connor
John Bradshaw is the Senior Portfolio Manager for the Asian Long/Short strategy.
John joined O’Connor in April 2012, prior to this he worked at UBS Investment Bank running the Asian Tactical Trading strategy for the segregated proprietary trading team called “The Fundamental Investment Group” from 2005 to 2012. Most of this time was spent in Hong Kong before moving to Singapore in 2011. From 2001 to 2005, he was the Head of the Cash Equity Trading team for UBS Investment Bank which involved facilitating client business, trading a proprietary trading book as well as managing a team of seven professionals across Hong Kong/London and New York. Prior to his move to Hong Kong in 2001, he was based in London as a UK Equity Trader. John has over 27 years of investment experience, has three A level examinations and joined SG Warburg in 1991 direct from school into their training program.
Agenda
Time | Time | Segment | Segment |
|---|---|---|---|
Time | 11:00am | Segment | Opening Remarks Patricia Quek, Business Sector Head, Singapore, Malaysia & GFIM UBS Global Wealth Management |
Time | 11:05am – 11:20am | Segment | CIO Updates Kelvin Tay Regional Chief Investment Officer UBS Global Wealth Management |
Time | 11:20am - 11:35am | Segment | Income – alternative yield (public assets) Benjamin Tai, Portfolio Manager and Senior Analyst BGF Global Real Asset Securities |
Time | 11:35am- 11:50am | Segment | Income – alternative yield (private assets) Sean Connor, President of Blue Owl Securities and a Managing Director of Blue Owl Capital, Owl Rock Technology Income Corp |
Time | 11:50am – 12:10pm
| Segment | Value Rotation Brad Brezinski, Head International Relationship Management CPM Boston Partners (Robeco’s U.S. asset management subsidiary) |
Time | 12:10pm – 12:20pm | Segment | Alternative Strategies John Bradshaw, Managing Director, Senior Portfolio Manager, UBS O’Connor |
Time | 12:20pm – 12:35pm | Segment | Q&A Session moderated by Paul Stefansson Managing Director, Investment Funds & Alternatives, UBS Global Wealth Management |
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