Asian Investment Conference 2022
Overview of daily sessions and streams
The Asian Investment Conference serves as a platform to share ideas and insights, and foster networks across a wide spectrum of thought leaders and decision makers. Learn more about our impressive lineup of speakers and the agenda for 2022 below.
Agenda: Monday, March 21 to Thursday, March 24, 2022
Corporate access meetings: Monday, March 21 to Wednesday, March 30, 2022
Tuesday, March 22, 2022
21:00 – 1 Day EDT
21:05 – 1 Day EDT
21:10 – 1 Day EDT
How can we overcome life’s greatest challenges and find hope?
The global pandemic has caused loss, suffering and stress for billions. One of the world’s best-known actors shares his personal story about facing adversity and finding hope in hard times. Early-onset Parkinson’s threatened to overturn Michael J. Fox’s successful acting career – and his family life. But by focusing his energy on fundraising, research and helping others, he has become a model of resilience and an inspiration to many. His eponymous Foundation has raised more than USD 1 billion to support Parkinson’s-related research, activism and education. Hear from Fox on why there’s ‘no time like the future’ to channel our energies towards building a life of resilience and hope.
- Michael J Fox, Award-winning actor; author; activist
- Host: Neil Hosie, Head of Equities, Asia Pacific and EMEA, Credit Suisse
*Replay available until March 31, 2022
22:00 – 1 Day EDT
From tech disruption to ESG integration, which forces will shape the next 25 years of capital markets in Asia?
Asia has been the investment story of the last 25 years, ever since the first AIC was held amid the turmoil of the Asian financial crisis. But investors in Asia the region must reckon with a changed reality in 2022. New risks, in the form of climate change, shifting geopolitics and technological innovation driving financial disruption, not to mention a global pandemic, are leading the investment community to ask how past challenges can help us understand the future. From sustainable finance to the Greater Bay Area, opportunities continue to open up in Asia. How can these be captured? Nicolas Aguzin, CEO of Hong Kong Exchanges and Clearing (HKEX) will offer his insights on into which forces could have the most influence on investing in Asia over the next 25 years, as well as the role HKEX will play in the growth of ESG and sustainable finance, the post-Covid recovery, technology and innovation, and more.
- Nicolas Aguzin, CEO, HKEX
- Host: Carsten Stoehr, CEO of Greater China, Credit Suisse
23:00 – 1 Day EDT
What does China’s ESG policy big bang mean for investors?
After a string of major regulatory announcements in 2021, it is clear that environmental, social and governance (ESG) concerns are now a key driver of Chinese government policy. The focus on common prosperity and achieving peak carbon emissions by 2030 have embedded ESG in national strategic objectives and forced structural change in many industries. The heightened regulatory constraints on Chinese technology companies, antitrust enforcements targeting the digital economy and a wholesale reconfiguration of the education sector mean the stakes have never been higher. What can investors expect in this new reality? With it now more important than ever for investors to understand the implications of these high-level objectives, we invite leading policy experts in ESG to discuss China’s new priorities and the implications for investors.
- Christine Loh, Chief Development Strategist, Institute for the Environment, Hong Kong University of Science and Technology; former Undersecretary for the Environment, Hong Kong
- Jamie Allen, Founding Secretary General, Asian Corporate Governance Association
- Angela Zhang, Associate Professor, Director of Centre for Chinese Law, University of Hong Kong
- Moderator: Phineas Glover, Head of ESG Securities Research, Asia Pacific, Credit Suisse
*Replay available until April 8, 2022
ASEAN — where are the next unicorns coming from?
The ASEAN region produced a record number of unicorns in 2021, as investment in startups reached an all-time high. Southeast Asia’s strong demographics, rising middle class, supportive regulations and increasing smartphone penetration are fueling a surge in private equity capital. Fintech and e-commerce continue to attract the most fundraising, but investors are increasingly turning to emerging sectors such as ed-tech and healthtech. In this series of panel discussions, we will explore a selection of exciting new growth stories, asking where ASEAN’s next unicorns will emerge over the next decade.
How can companies embrace diversity and reach their full potential?
Leading companies have become increasingly aware of the benefits of a diverse and inclusive workplace, but this kind of cultural change does not come easy. Unconscious bias, unequal pay and challenges to lack of career progression for minorities and women remain common complaints worldwide. Yet a diverse workforce is essential if a company is to recruit from the broadest-possible talent pool and connect with its entire customer base.
The former chair and CEO of PepsiCo has a unique view of the structural and cultural issues that prevent organizations from realizing their full potential through embracing diversity. Indra Nooyi, a self-described “good, conservative, south Indian Brahmin girl”, has been credited with introducing more diversity in the food and beverage giant’s products and in its boardroom. What can business leaders learn from her experience? How can companies move beyond outdated practices and foster a diverse corporate culture?
- Indra Nooyi, Former Chairman and CEO, PepsiCo
- Host: Erica Poon Werkun, Head of Securities Research, Asia Pacific, Credit Suisse
*Replay available until April 1, 2022
ASEAN unicorns — can payments systems keep pace with the growth of the digital economy?
Online purchases in Southeast Asia are expected to more than double to USD 360 billion by 2025 and could reach USD 1 trillion by 2030, according to a recent study by Google, Temasek and Bain. During the Covid-19 pandemic, Southeast Asia added an unprecedented number of online shoppers, as consumers turned to e-commerce and food delivery services. But enabling seamless interactions between eager consumers and in-demand merchants requires complex financial infrastructure. Moreover, payments providers will face new challenges as volumes expand and e-commerce crosses national borders. What are the current pain points? How can tech innovators help fulfil the digital economy’s potential? Three rapidly growing payments companies share their views on the way forward.
Bretton Woods III – why is the Ukraine crisis the start of a new monetary system, and what does it mean for interest rates?
The outbreak of war in Europe adds significantly to the challenge facing the US Federal Reserve’s monetary policy committee. Already under pressure to calm inflation without hurting jobs, policymakers must now reckon with the very real threat of a recession caused by soaring energy prices and the isolation of Russia. The sanctions against Russia - including the seizure of the central bank’s assets - could also have serious longer-term implications for the appeal of US Treasuries, the value of the US dollar and the future of the global financial system.
Credit Suisse’s Zoltan Pozsar argues that investors need to prepare for a new monetary regime where commodities replace US bonds as the world’s preferred form of collateral. What would this mean for inflation and US interest rates? What lessons have we learned from the end of the gold standard in 1971? Pozsar discusses the impact of geopolitics and commodities on interest rates, and why he believes the transition to this new global monetary order - Bretton Woods III - may already be underway.
- Zoltan Pozsar, Global Head of Short-Term Interest Rate Strategy Credit Suisse
What is the impact of the evolving US-China relationship on ASEAN and other neighboring economies?
China has been ASEAN’s largest trading partner for the last twelve years with a trade volume of USD 685 billion in 2020, while the US ranks second with a volume of USD 295 billion in 2019. As the relationship between the US and China evolves on numerous fronts, including trade, technology and geopolitics, will ASEAN nations be pressured to take sides in this clash of the titans? What are the risks and opportunities for the region?
George Yeo, Singapore’s former Foreign Minister (2004-2011), former Chairman of Kerry Logistics, a former senior executive of the Kuok Group (2011-2021), and currently a visiting scholar at the NUS Lee Kuan Yew School of Public Policy, will share his extensive experience with the AIC audience. Foreign policy, regional geopolitics and global trade are some of the key topics he will address in the context of ASEAN and its neighboring economies.
- George Yeo, former Minister of Foreign Affairs, Singapore; Visiting Scholar, Lee Kuan Yew School of Public Policy, National University of Singapore
- Host: Lito Camacho, Vice Chairman, Asia Pacific, Credit Suisse
The future of food — how can we feed the world, sustainably?
With the global population forecast to grow from 7.7 billion to almost 11 billion by the end of this century, a more sustainable approach to food is fast becoming one of society’s biggest long-term challenges. On the current trajectory, the world will need to produce 70% more food by 2050, at a time when water scarcity, rising temperatures and extreme weather events are challenging established agricultural methods. What needs to change, and when will it happen?
The AIC asks a panel of experts what can be done to meet this challenge. How will agricultural practices change in the coming decades? What new food business models will emerge? Will consumer behavior change? From alternative proteins to new forms of aquaculture and natural pesticides, join us to explore the foods of the future.
ASEAN unicorns — how will the rise of the aspirational middle-class consumers shape the future of e-commerce?
By 2030, another 200 million people will join the ranks of ASEAN's middle class, with the proportion of the population rising to 51% from less than one quarter today. With increasing wealth comes higher aspirations: these discerning consumers expect better quality of service, richer information, and greater transparency in return for their spend. Innovators are springing up in underserved segments: online auto dealer Carsome has rapidly become Southeast Asia’s largest; Indonesian beauty-tech provider Sociolla is launching into new territories; and interior design resource Livspace provides new ways of accessing home renovation solutions. Do homegrown champions know their market best – and can they fulfill consumers’ rising expectations?
- Eric Cheng, Co-Founder and Group CEO, Carsome
- Christopher Madiam, Co-Founder and President, Sociolla
- Anuj Srivastava, Co-Founder and CEO, Livspace
- Host: Angeline Aw, Head of Singapore Coverage, Investment Banking & Capital Markets, Credit Suisse
**No replay available
Smarter robots are coming – but what will they do when they get here?
The field of robotics has captured the imagination for decades, but recent advances in technology are now opening up real opportunities for smart machines that can go beyond the limits of human ability. What will the next generation of robots be capable of? What are the technical challenges? What are the business applications? Joining Angus Muirhead, Senior Portfolio Manager for Robotics at Credit Suisse Asset Management, to share their insights are executives from three companies: Agile Robots, a German robotic platform company with hardware and software knowhow that provides high-end intelligent robotic brain and sensitive robots with applications in precision assembly, medical treatment, agriculture and other industries; Sarcos Robotics, a Nasdaq-listed manufacturer of robotic systems that augment human performance; and ETH Zurich, one of the world’s leading centers for robotic innovation. Our panel of experts will discuss the future of robotics, the investment opportunities and the implications for the world of business.
- Kiva Allgood, President, CEO and Director, Sarcos Technology and Robotics Corporation
- Roland Siegwart, Professor for Autonomous Mobile Robots, ETH Zurich; Founding Co-Director, Wyss Zurich
- Yuekai Zhao, Co-Founder, Agile Robots AG
- Moderator: Angus Muirhead, Head of Equities and Head of Thematic Equities, Lead Portfolio Manager Robotics Fund, Asset Management, Credit Suisse
What can be done to avoid a climate disaster?
Climate scientists are calling for urgent action to reduce carbon emissions, remove excess greenhouse gases, and limit further damage to the planet. Extreme weather events are more common and more extreme. Sea levels are rising. The Secretary-General of the United Nations has declared a “code red” for humanity. At the same time, companies and governments are facing an energy shortage that could delay the transition to a low-carbon economy. What actions are needed today, and what must be done in the coming decades? The Chair of the Climate Crisis Advisory Group and former Chief Scientific Advisor to the UK government explains what is at stake in global efforts to reach a manageable future for humanity – and what will happen if we fail to act.