HRDF Claimable Private Banking & Wealth Management 21-22 October 2015 Kuala Lumpur Speakers Panel Eng Huat Kong, Chief Executive Officer, Singapore and South-East Asia, EFG Bank, Singapore Munirah Khairuddin Chief Executive Officer CIMB Principle Asset Management, Evrard Bordier, Chief Executive Officer, Bordier & Cie, Singapore Managing Director, Bordier & Cie, Switzerland Pramod Veturi, Managing Director Wealth Management, Standard Chartered, Arvind Vermani, Head of Institutional and Wealth Management Sales, HSBC Bhaskar Katta, Head of International Retail, Wealth and Private Banking Operations, ANZ, Singapore Venkatesh Kallur, Head of ERM, Enterprise Risk Strategy & Architecture at Bank Al Jazira James Reed, Vice President Global Banking and Markets, HSBC, Phillipines Tedi Nurhikmat, Senior Vice President Credit Risk & Portfolio Managemet PT Bank Mandiri Tbk., Indonesia Hajah Isnora Minudin, Chartered Financial Consultant & Islamic Financial Planner, Wealth Management Unit, Bank Islam Brunei Darussalam David Varley, Head of High Net Worth, Asia, AXA, Hong Kong Melissa Cheoh, Former General Manager Head of Private Banking Hong Leong Bank, Advisory Panel Munirah Khairuddin Chief Executive Officer CIMB Principle Asset Management, Tedi Nurhikmat Senior Vice President, Credit Risk & Portfolio Managemet PT Bank Mandiri Tbk., Indonesia Arvind Vermani Head of Institutional and Wealth Management Sales HSBC David Varley Head of High Net Worth Asia AXA, Hong Kong Venkatesh Kallur Head of ERM, Enterprise Risk Strategy & Architecture at Bank Al Jazira
mathias.sosovele@fleminggulf.com Introduction It is with pleasure that Fleming Gulf presents the Private Banking & Wealth Management Conference, which is scheduled to be held on the 21st & 22nd October 2015, in Kuala Lumpur,. A plodding recovery, weak macroeconomic conditions, and dim growth prospects continue to challenge the world s Financial Services Industry. Economies showing signs of life, balance sheets stabilizing, consumer confidence trending towards the positive. The route of strategic reconfiguration has become seemingly unclouded. This conference will concentrate on growth opportunities, focusing on segmentation, new delivery models which will address major challenges facing this sector and how banks can increasingly work with family groups in partnership, rather than on opposite sides of the table. This event brings together distinguished personnel from banks and technology leaders to discuss and benchmark crucial issues on how to seize new opportunities in the Private Banking & Wealth Management sector and make it beneficial for all stakeholders. The agenda is packed with in-depth scrutiny of the industry, keynote presentations and interactive panel discussions. Benefits of attending this event How to build and operate a successful HNW business How to benefit from innovations in risk management & IT How to improve your client s experience in Asia s future private banking environment How to create efficient strategies while maintaining your cost-income ratio Determine how to build a profitable private banking delivery model Optimize the use of active and passive investments Learn how to target the wealthiest client segment Who will you meet? Positions: Chairman, C-Level Executives, President, President Director, President Commissioner, Managing Directors, Deputy Managing Directors, Executive Director, Executive Vice President, Vice President, Directors, Assistant Directors, General Managers, Senior Managers, Managers, Heads, Scholars. Departments: Wealth Management, Private Banking, Wealth Client Proposition, Business Development, Marketing, Client Relationship Management, Investment, Private Equity, Forex, Structured Products, Private Client Advisory, Family Offices Thought leaders from: Private banks, Financial intermediaries, Family offices, Family office investment Advisers, Wealth managers, Asset consultants, Fund and asset managers, Technology and software providers
mathias.sosovele@fleminggulf.com DAY 1 Wednesday, October 21 st 2015 8.30 Registration and coffee 8.55 Welcome note from Fleming Gulf 9.00 Opening remarks from the Event Chair 9.10 Industry Perspective: Increasing compliance grappling the industry A look at the private banking landscape The challenges faced in view of the current geopolitical reality, significant economic uncertainty and profound change in the regulatory and consumer environments Addressing the disruptions in Asia s investment markets The opportunities and persistent challenges of 2016 9.50 Developing Internal Capital Adequacy Assessment Process (ICAAP) - How to make it Effective ICAAP components Challenges in implementing the ICAAP Roles of IA and risk management Ongoing maintenance Venkatesh Kallur, Head of ERM, Enterprise Risk Strategy & Architecture at Bank Al Jazira 10.30 Coffee Break & NetworkinG 11.00 Using Insurance as a Wealth Structuring & Planning vehicle is an exciting opportunity for HNWI & HNW Families who require: Estate Planning/Succession Planning solutions Investment Control of their assets Asset Protection Tax Optimization Flexibility to hold many different Assets Privacy of their investment holdings David Varley, Head of High Net Worth Asia AXA, Hong Kong 11.40 Current Financial Conditions - Systemic Risk Awareness and Mitigation The rapidly evolving spectrum of systemic risks facing financial markets View from Indonesia Impact on Wealth Management Tedi Nurhikmat, Senior Vice President Credit Risk & Portfolio Managemet, PT Bank Mandiri Tbk., Indonesia Delivering excellence Operational and Systems Efficiencies Tackling high priority hurdles - Compliance risk reduction, front-line retention, cost position, customer retention What should be the new operating model amid the rising cost of doing business and increasing difficulty of information acquisition? Pramod Veturi, Managing Director - Wealth Management, Standard Chartered, 13.00 Lunch Break and NetworkinG 14.00 Client Evolution Unlocking new customer-centric approaches A new era of higher expectations in performance and service delivery Approaches in raising up, service provided and value delivered Introducing new levers in existing frameworks 14.40 Paradigm Shift The cloud s role in asset management Business continuity and infrastructure hosting Transitioning to a robust and secure web-based model Addressing concerns about security and data integrity? 15.20 Coffee Break and Networking 16.00 Profiting from change - harnessing trends to drive value in private banking How are private banks changing direction in response to key trends? Which strategies will be most effective over the next 5 years? Where should private banks invest in differentiating capabilities for growth? 16.40 Recruiting and training quality advisers Fundamental factor in driving excellence Wealth academies being set up to improve and enhance clients and service strategies Rationale behind this approach Is this the new way forward? 17.20 Networking Reception 12.20 Designing an agile and efficient operating model, aligned with overall business strategy and needs of end customers Entering a new age of trans-formative change on a cost-effective basis
mathias.sosovele@fleminggulf.com DAY 2 Thursday, October 22 nd 2015 8.30 Registration and coffee 8.55 Welcome note from Fleming Gulf 9.00 Opening remarks from the Event Chair 9.10 Outlook of the Wealth Management Industry What are the latest development? Insights of the lifestyle of High Net-worth Customers Banking Needs of Creation of Wealth Wealth Management Modules Best Practices Adopted Global Trends in Wealth Management 9.50 KYC, FATCA and Money Laundering James Reed, Vice President Global Banking and Markets, HSBC, Phillipines 10.30 Coffee Break & NetworkinG 11.00 Using wealth management products to diversify your investments in an uncertain world Arvind Vermani, Head of Institutional and Wealth Management Sales, HSBC 11.40 Evolving investors behavior Increased need to adapt to more dynamic investor characteristics Identifying investment behaviors among Asian HNWI s in the region Changing investors affinity to technology Emerging inter-regional investor preferences 14.40 The evolving proposition of offshore private banking Transparent and comprehensive offering as a way to answer increasing client involvement in investment decisions Evolving client behavior is calling for additional distribution channels such as the digital channel Coping with regulatory requirements shaping the industry s product and service offering 15.20 Coffee Break and Networking 16.00 Roundtable Discussions: Roundtable A: The challenge of cross-generation client perspectives Gen Y Investors & Risk Appetite - How to deal with this ever-changing customer needs? Roundtable B: How can Digital Developments impact your business? Can Private Banking ever become truly Digital? Roundtable C: Strategies for operational excellence and automated data exchange Shift from Portals and Transportation Systems to Electronic Data Interchange Roundtable D: How to achieve competitive advantage through scaling operations and refocusing on key markets? 17.20 End of Conference 12.20 Portfolio Management Solutions Blending active and passive investment products The importance of active management in inefficient classes Mixing assets from developed and emerging markets 13.00 Lunch Break and NetworkinG 14.00 Mobile Banking and Wealth Management: Digital Port Folios The consumer-led online revolution Providing specific insights for HNW Clients Shifting to online practices
Private Banking & Wealth Management 21-22 October 2015 Kuala Lumpur Sales Contract Conference Code: KL FC 28 Please complete this form and fax back to Fax: +603 2272 5350 or Email to: mathias.sosovele@fleminggulf.com Payment Method Please debit my Visa MasterCard American Express Diners club Registration Details Organisation: Contact person: City: Country: Phone: Fax: Address: Nature of business: Website: Please write in CAPITAL LETTERS Card Billing Address: Street: City: Card Holder s name: Card Holder s Signature: Card Number: Post/Zip Code Visa CVC Number or Eurocard/Mastercard CVV Number (last 3 digits on the back on the card) Valid from / Expiry Date / I agree to Fleming Gulf Terms and Conditions and Fleming Gulf debiting my card. Authorization I read and I agree with Fleming Gulf Terms and Conditions: Date: Signature: Booking is invalid without a signature Fleming Gulf / Pricing FULL DELEGATE FEE $1399 per delegate 19 USD administration charge and any applicable withholding or any other tax or fee will be applied Payment is required within 5 working days Terms and Conditions: By signing the Registration Form, the contracting organization (hereinafter referred to as the client ) acknowledges that it has read, understood and accepted the Terms and Conditions outlined hereunder. The client is liable to make payment in full to Fleming Gulf within 5 working days from the date of issue on the invoice. Fleming Gulf reserves the right to refuse entry to any client who has not paid the invoiced amount in full. The client may be requested to provide a credit card guarantee against the outstanding amount if full payment has not been received. All sales are final. There will be no refunds for any cancellations, partial or in full, made by the client. If the client decides to cancel, the full invoice remains payable. Fleming Gulf can grant to the client a Credit in full for the amount paid by the client to Fleming Gulf if the cancellation is made prior to a period of 30 days before the date of the conference. The Credit will be valid for one year from the date of issue and is redeemable, up to the value of the Credit, for participation at any Fleming Gulf conference or training. In the event of a cancellation made by the client less than 30 days prior to the date of the conference, Fleming Gulf will not make a refund, nor will issue a Credit. Fleming Gulf reserves the right to modify the content, timing, speakers or venue of the conference should circumstances dictate. The event may be postponed or cancelled due to acts of terrorism, war, extreme weather conditions, industrial action, force majeure or any event beyond the control of Fleming Gulf. Should such a situation arise, Fleming Gulf endeavours to reschedule the conference. However, Fleming Gulf cannot be held responsible for any cost, damage or expenses incurred by the client as a consequence of the conference being postponed or cancel. The conference fee does not include travel costs, hotel accommodation, transfers or insurance. Any dispute arising under or by virtue of this Registration Form shall be settled before the competent Court in the United Arab Emirates. The Conference Fee includes, and is limited to: Conference Documents Conference Sessions Lunches and Refreshments Networking Cocktail reception Clients identification information. By signing of this sales contract and these terms and conditions the client gives full right to Fleming Gulf FZE to share the client s identification information such as, but not limited to, client s name, address, email addresses, phone numbers and names of representatives with third parties, which participated on the same event as the client.