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Wednesday March 27, 2019

8:00

Breakfast

L6 Credit Suisse Lounge and Lower Lobby Ballroom Foyer

8:10 - 8:45

Plenary Session 
Ballroom 2 & 3

Opening Remarks

Neil Hosie
Head of Equities, Asia Pacific, Credit Suisse
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Keynote Address
Managing a global alternative asset management firm
and the value of multi-strategy investing today

Robert Shafir
CEO, OZ Management 
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8:45 - 9:15

In Conversation
Ten rules for successful investment management

Sir Paul Marshall
CIO, Chairman & Co-Founding Partner, Marshall Wace LLP
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9:20 - 9:30

Coffee Break

Stream 1:
Japan – Ballroom 1

Stream 2:
Hedge Fund Forum – Ballroom 2

Stream 3:
Ballroom 3

Stream 4:
Chatham Room Level 7

9:30 - 10:20

Keynote Address
Fixing Japan’s economy — what next for Abenomics?

Session overview

Tomomi Inada
Special Aide to the President of Japan’s Liberal Democratic Party (LDP); Member of the House of Representatives; lawyer
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Panel
Asset owner perspectives — the outlook for hedge fund allocations

Roslyn Zhang
Head of Hedge Fund Investments, China Investment Corporation
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David George
Deputy CIO, Public Markets, Future Fund
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Moderator: Eddie Fishman, Executive Committee member, Managing Director and Chief Operating Officer, The D. E. Shaw Group
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Sun Hung Kai Properties Ltd
[0016.HK]

Brian Sum
Associate Member of the Executive Committee, General Manager – Corporate Planning
Hong Kong/ Real Estate

Zai Lab Ltd
[ZLAB.OQ]

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Billy Cho
CFO
China/ Healthcare

10:30 - 11:20

Ageing population, challenges and crustal movements — changing “Corporate Japan”

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Hiro Shirakawa
Vice Chairman and Chief Economist, Japan, Credit Suisse
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Panel
Hedge fund high conviction ideas

Abhijit Chakrabortti
Head of Equities, Duquesne Family Office 
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Justin Pollock
Portfolio Manager, Verition Fund Management 
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Mohan Rajasooria
CIO, Zaaba Capital
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Panel
How is technology transforming the healthcare ecosystem in Asia?

Jeff Chen
Chief Innovation Officer, Head of Capital Markets, Fullerton Health
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Stanley Li
Founder and Chairman, DXY
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Fangmin Xie
Founder and CEO, Jianke
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11:30 - 12:20

Nexon Co Ltd
[3659.T]

Owen Mahoney
CEO
Japan/ Communication Services

Panel
In a high volatility environment, where is alpha?

Christophe Aurand
Co-Chief Investment Officer and Partner, York Capital Management
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Gaurav Grover
Chief Investment Officer, Trikon Asset Management
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Jacob Mitchell
Chief Investment Officer, Antipodes Partners 
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Panel
Biotech nation — where next for China’s innovation in the therapies sector?

Jasmine Cui
President and CEO, InnoCare
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Hui Feng
COO, Shanghai Junshi Biosciences Company Limited
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Scott Liu
Co-Founder, President and CEO, Shanghai Henlius Biotech Inc.
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12:30 - 13:50

Luncheon Panel
The age of plastic 2.0 — APAC value chain

Island Ballroom, Island Shangri-La

Session overiew

View presentation

Phineas Glover
Head of ESG Research, Australia, Credit Suisse
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Horace Tse
Head of Oil & Gas Research, China, Credit Suisse
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Arnab Mitra
Consumer Analyst, India, Credit Suisse
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Michael Shen
Consumer Analyst, Hong Kong/China, Credit Suisse
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Stream 1:
Ballroom 1

Stream 2:
Ballroom 2

Stream 3:
Sustainability – Ballroom 3

Stream 4:
Chatham Room Level 7

14:00 - 14:50

Address
Japan growth — LIMEX, a new sustainable material to substitute paper and plastic

Session overview

View presentation

Nobuyoshi Yamasaki
CEO, TBM Co., Ltd
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Address
Can psychology radically enhance your risk return?

Session overview

Denise Shull
Expert in the neuroscience and psychology of risk in trading and investing
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Panel
Blue Economy innovation — how can investing in the oceans generate financial and societal returns?

Chris Gorell Barnes
Co-Founder, Blue Marine Foundation (BLUE) 
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Javier Goyeneche
Founder and President, ECOALF 
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Mark Lapping
CEO, Aquapak Polymers
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China — slower but perhaps more efficient?

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David Wang
Head of China Economics, Credit Suisse
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15:00 - 15:50

Panel
Japan growth — technology innovation, social innovation and new platforms

Takahiro Hayashi
CEO, HEROZ Inc
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Hirotaka Shimizu
CEO, Kamakura Shinsho
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Yasukane Matsumoto
CEO, Raksul Inc
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Panel
5G — hype or reality?

Randy Abrams
Asia Semiconductors, Head of Research, Taiwan, Credit Suisse
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Colin McCallum
Head of Telecommunications Research, Asia Pacific, Credit Suisse
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Manish Nigam
Head of Technology Research, Asia Pacific, Credit Suisse
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Kyna Wong
Head of Technology Research, China, Credit Suisse 
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Panel
Mission-driven investing — where are the best impact opportunities in Asia and globally?

Urs Baumann
Co-Founder and CEO, PG Impact Investments 
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Dave Chen
Chairman, Head of Product Development and Research, Equilibrium
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Panel
Non-Performing Loans — China’s most intriguing investment opportunity?

Mark Newman
President, Asia, Lone Star Funds
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Benjamin Fanger
Managing Partner and Founder, ShoreVest Partners
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Ed Sheremeta
Partner, Ropes & Gray
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Jade Chow
Co-Founder, The Marbridge Group

16:00 - 16:50

Address
Where are the investment opportunities when disruption becomes usual?

Session overview

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Michael Strobaek
Global Chief Investment Officer, Credit Suisse
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In Conversation
A masterclass in art — what are the key growth trends and opportunities?

Session overview

Tad Smith
President and CEO, Sotheby's
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Panel
Rethinking plastic waste — is a circular economy possible?

Aloke Lohia
Group CEO, Indorama Ventures PCL
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Rob Opsomer
Lead, Systemic Initiatives, member of the executive leadership team, Ellen MacArthur Foundation
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17:00 - 17:50

Panel
Where to find high yield credit opportunities?

Desmond How
Head of Fixed Income, Gaoteng Asset Management
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Chris Mikosh
Portfolio Manager and Co-Founder,Tor Investment Management
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Terence Chia
Head of Debt Syndicate, Asia Pacific, Credit Suisse

Pagination

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