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IBF CACS Connect @ Citi Private Bank                                                                   
Differentiation in a Crowded and Commoditized Industry

22 April 2016

As part of our continuing effort to develop professional competencies for the wealth management industry, The Institute of Banking & Finance (IBF) co-organises regular seminars in partnership with Private Banks, entitled "IBF CACS Connect" series tailored for CACS Covered Persons.

In this series of the IBF CACS Connect co-hosted by Citi Private Bank, the speakers shared on the industry trend of focusing on building discretionary asset management capabilities.  This includes the Asian Client Investment Ecosystem, what works and not for clients.  We also hear more about the evolution of the hedge fund industry, performance and volatility, misconception and categories of investment strategies. The speakers further highlighted on reaching clients at different stage of their investment needs.

To be part of such events, please register your interest by emailing to events@ibf.org.sg.  For updates on IBF events, follow us on LinkedIn and Instagram.

IBF CACS Connect @ Citi Private Bank

Differentiation in a Crowded and Commoditized Industry

22 April 2016

 
Time Activity
​8.45am

​Registration and Breakfast Reception

9.00am

Opening Remarks
Bassam Salem, Managing Director and Region Head Asia Pacific,
Citi Private Bank

           

Welcome Address
Ong Puay See, CEO, The Institute of Banking & Finance (IBF)           

Presentation by Daniel Chan, Managing Director and Head of Citi Investment Management Asia Pacific, Citi Private Bank 

Daniel will be sharing on:
Industry trends – discretionary asset management
What works and what doesn't work for clients of Private Banks
Client’s perception of in house discretionary capabilities at Private
      Banks

How to differentiate in the Private Banking Industry
Key challenges
        

Presentation by  Thor Monsen, Director and Head of Hedge Funds Asia Pacific, Citi Private Bank

Thor will be sharing on:
Evolution of the hedge fund industry
Exploring different hedge fund strategies
Benefits of adding hedge funds to traditional portfolios
Risks and limitations of hedge funds
Industry challenges and trends

10.40am

​Coffee Break

Presentation by Roger Bacon, Managing Director and Head of Managed Investments Asia Pacific, Citi Private Bank

Roger will be sharing on:
Clients in Asia – traders or investors or both?
Asset Class Trends
Commoditized vs non-commoditized product
Risk Appetite
Liquidity tolerances
 Evolution of return expectations

​​Presentation on "Are investors rational?" by Dimitrios Papacostas, CFA, Senior Investment Analyst, Global Investment Lab Asia Pacific, Citi Private Bank

Dimitrios will be sharing on:
 Assembling a portfolio
 Dealing with investor biases
 Contextualising your strategy

Panel Discussion           

 Roger Bacon, Managing Director and Head of Managed Investments 
      Asia Pacific, Citi Private Bank
 
Daniel Chan, Managing Director and Head of Citi Investment      
      Management Asia Pacific, Citi Private Bank 
 Thor Monsen, Director and Head of Hedge Funds Asia Pacific,
      Citi Private Bank

 Dimitrios Papacostas, CFA, Senior Investment Analyst, Global
      Investment Lab Asia Pacific, Citi Private Bank

​1.00pm​Networking Lunch

IBF CACS Connect @ Citi Private Bank

Differentiation in a Crowded and Commoditized Industry

22 April 2016

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IBF CACS Connect @ Citi Private Bank

Differentiation in a Crowded and Commoditized Industry

22 April 2016

Interview with Mr Bassam Salem, MD and Region Head Asia Pacific, Citi Private Bank, on the future of the private banking industry given news that more players are exiting this space.