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
Thursday, March 24, 2022
21:00 – 1 Day EDT
21:05 – 1 Day EDT
21:10 – 1 Day EDT
Where is the US economy and monetary policy heading?
The President of the Federal Reserve Bank of St. Louis James Bullard is a noted economist and scholar, and his positions are founded on research-based thinking and an intellectual openness to new theories and explanations. He is often an early voice for change. Bullard’s 14 years in office have been marked by a fresh approach to economic projections, a focus on monetary policy decisions that are based on data rather than the calendar, and a strong advocacy for central bank independence. In light of the strong performance of the US economy and labor markets and of the inflation shock in 2021 and early 2022, Bullard has voiced his support for removing the monetary policy accommodation that was put in place during the pandemic. What is his view of central bank policy in 2022 – and what are the implications for the longer term? Bullard will talk about monetary policy, recent economic trends and his outlook for the US economy.
22:00 – 1 Day EDT
New dawn or nightmare — what is the future of money?
New innovations have the potential to democratize finance, dramatically improving financial access for savers as well as small businesses, and easing global economic integration. But they are also likely to disrupt – not only the business models of commercial banks, but also the ability of weak states to control their currencies. New cross-border payment systems could sidestep current infrastructure, with geopolitical implications, and the utility of “vehicle currencies” like the US dollar could be questioned as trustless systems ease cross-border currency conversions. They also pose risks, including many that regulators may not even be looking out for. Will the future of money be a better, fairer one – or is the path ahead more dystopian? Join a top academic thinker on a journey into seeing what an entirely digital financial system could look like, and how it will shape economies and societies.
Equity strategy – can Asia finally outperform?
Asian equities have underperformed global peers in three of the past four years and seven of the past nine. What are the prospects for a turnaround this year and for a sustained period of outperformance? Hear from Credit Suisse’s APAC strategist on the challenges facing equity investors in Asia. Is the drawdown on Chinese stocks a golden opportunity, or a value trap? Will India and Southeast Asia outperform North Asian markets again in 2022? How will Asian markets fare in the event of a prolonged conflict in Ukraine?
- Dan Fineman, Co-Head of Equity Strategy, Asia Pacific, Securities Research, Credit Suisse
23:00 – 1 Day EDT
How will financial institutions and digital assets converge?
The rise of fintech has already changed the face of finance, but digital transitions are still accelerating, giving financial institutions an estimated USD 10 trillion revenue opportunity from digitization by 2030. A private equity leader with decades of experience in traditional finance will outline her vision for the convergence of the institutional and digital worlds in the decade ahead. Challenger technologies, infrastructure and value units – such as decentralized finance (DeFi), Decentralized Autonomous Organization (DAOs) and digital assets – have been outliers but hold outsized potential to solve real-world problems. How will these become part of the financial mainstream – and what will that process mean for investors?
- Blythe Masters, CEO, Motive Capital Corporation; Member of the Board of Directors, Credit Suisse
- Host: Anthony Abenante, Head of Global Equities, Credit Suisse
How much do young consumers care about sustainability?
The consumer goods sector is adopting more sustainable practices and paying more attention to environmental and social impacts across the supply chain. The pace of the transition, however, will depend largely on demand from future consumers. How do young people today think about sustainability, and what role do ESG factors play in their purchases? In this session, Credit Suisse’s ESG analysts explore future consumer trends by studying attitudes to sustainability in the next generation of shoppers. What are the differences between developed and less-developed markets? Will young consumers pay more for sustainable products? Who is the most – and the least – concerned about sustainability?
Keeping your eye on the prize — how can you master discipline while maintaining an edge?
Winning 20 Grand Slam singles titles and holding the Association of Tennis Professionals (ATP) #1 position for 237 consecutive weeks – and 310 weeks overall – requires much more than raw talent. Consistency at this level demands discipline, preparation and extraordinary passion. One of the world’s greatest ever athletes opens up to AIC attendees and reveals what it takes to get to the top and stay there for decades, while remaining true to yourself. Learn the secrets behind Roger Federer’s success as he explores the importance of family and friends, meticulous planning, consistency over the long-term and a clear-eyed assessment of strengths and risks.
- Roger Federer, Credit Suisse Global Brand Ambassador; philanthropist
NFT Art – short-term fad or long-term prospect?
The USD 69 million price tag for a single digital work of art at a Christie’s auction in March 2021 took the art world by storm and instantly made Mike Winkelmann – better known as Beeple – one of the world’s best-selling living artists. Non-fungible token (NFT) art has exploded into the mainstream, gaining an enthusiastic following among young, tech-savvy and cash-rich new collectors. Is this just a fad or is this the art form of the future? Who are the buyers of NFT art? The AIC brings together a collector and market maker to provide an introduction to the exciting world of NFT art.
Can China’s renewable energy leaders maintain their advantage?
China’s decarbonization policy is driving a surge of investment in renewable energy technologies that will support the transition to carbon neutrality. In the next decade, improvements in wind and solar efficiency and battery storage will bring down prices and make clean power more accessible. What will this mean for the renewable supply chain? What is in store for manufacturers? What will it take to get hydrogen going? Credit Suisse’s analysts explore the potential for disruption in the wind and solar sector.
From the margins to the mainstream — how are institutional and private investors approaching digital assets?
The pandemic has been a catalyst for the adoption of digital assets by individual and institutional investors alike, driving the market capitalization of cryptocurrencies above USD 2 trillion. Investors now have a growing range of routes to gain exposure to the asset class, from direct investment, to derivatives, exchange-traded funds (ETFs), listed vehicles and venture capital funds. Infrastructure is evolving fast, too, with institutional-grade custody, brokerage and products available. Our expert panel will explore the future for institutional and high net-worth investment in digital assets. How will asset allocation strategies evolve? What will be the impact of greater regulatory clarity? And how will the spectrum of investment options grow?
- Rahat Ahmed, Founding Partner and CEO, Anchorless Bangladesh
- Mark Yusko, Founder, CEO and CIO, Morgan Creek Capital Management
- Emmanuel Aidoo, Head of Digital Asset Investment Banking, Perella Weinberg Partners
- Matthew Sigel, Head of Digital Assets Research, VanEck
- Moderator: Bill Gulya, US Head of Asia Equity Distribution, Credit Suisse
What does cost inflation mean for the EV supply chain?
The global switch to electric vehicles (EV) has been a major driver for growth-focused investors, but cost inflation along the value chain (such as battery and raw material price) are weighing on valuations. Will the sector leaders remain out in front in 2022? Our panel of analysts will explain how investors can plot a route towards further gains and steer clear of blackspots. What will supply chain tensions mean for EV sales? How high can the price of lithium go? Are batter makers still the best way to play the supply chain?
- Bin Wang, Co-Head of Autos Securities Research, Asia Pacific, Credit Suisse
- Saul Kavonic, Head of Australia Integrated Energy and Resources Securities Research, Credit Suisse
- Peter Li, China Basic Materials Analyst, Securities Research, Credit Suisse
- Sang Uk Kim, Korea Technology Analyst, Securities Research, Credit Suisse
- Hoonsik Min, Korea Energy/Industrials Analyst, Securities Research, Credit Suisse
Will private markets be the first beach head for digital assets?
Advocates for decentralized finance, or DeFi, argue that blockchain-based protocols will rewire the global financial system, reducing costs by removing intermediaries and creating new opportunities for everyone to generate returns. The value committed to DeFi apps has risen nine-fold since the beginning of 2020 and innovation is everywhere, but the sector is largely unregulated and has been troubled by illicit activity. This panel will offer new insights into the DeFi phenomenon, explore the business models that are emerging on these platforms and ask where it is heading. Is DeFi truly an alternative infrastructure that can help democratize finance for the mass market – or will it remain a niche pursuit for savvy crypto natives?
When will the world embrace self-driving vehicles?
Advances in technology ushered in predictions of a future in which self-driving cars and trucks dominate a hyper-efficient road network. How will autonomous vehicles (AVs) redefine personal mobility, logistics and society? And what will the transition from L3 advanced driver-assistance systems (ADAS) to L4 full driver-out autonomous driving (AD) involve? L3 ADAS has been widely adopted nowadays while self-driving vehicles, which represent a fairly different technology route, have also been in use through experimental projects. How far off are we from full automation? Which technology route will become the mainstream within the next few years and which companies are likely to dominate the sector? Our panel of experts share their views on the latest developments and applications of this exciting emerging technology and the future of smart mobility.
- Jianxiong Xiao, Founder and CEO, AutoX
- Wen Han, CFO, Plus
- Host: Alex Wong, Head of APAC Mobility and Industrials Technologies, Investment Banking & Capital Markets, Credit Suisse
**No replay available
Mounting headwinds – how to be selective and generate alpha?
- Andrew Garthwaite, Head of Global Equity Strategy, Credit Suisse