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  • Welcome

    Singapore Forum 2016

    The Investment Institute 2016 Singapore Forum, hosted by Investec Asset Management, focussed on discussing the unique and significant roles that China, India and South-East Asia play in the new age. Current global economic and political realities are prompting investors, regulators and policymakers to ask profound questions about how they can structure and allocate capital to meet their long-term objectives and promote financial stability.

    The Singapore Forum provided a platform for key financial stakeholders to discuss how the economic and political transitions throughout the wider Asian region will shape intraregional and global investment decisions.


    Institute Singapore Forum 2016 event summary

    Watch the video

  • Agenda

    Agenda

    Programme at a glance

    Thursday, 22 September

    Singapore Forum 2016 10:00 Arrival and registration
    10:20 Welcome

    10:30 The Global Economy and Asia: Where to next?
    A discussion with Deputy Prime Minister of Singapore,
    Tharman Shanmugaratnam, moderated by Haslinda Amin, Bloomberg

    11:30

    The impact of China’s rebalancing on India & South East Asia
    Presentation: Michael Power, Strategist, Investec Asset Management

    Panel discussion
    Moderator:

    • Andre Roux, Co Head of Emerging Market Fixed Income, Investec Asset Management

    Panellists:

    • Mark Breedon, Co-Head of 4FactorTM Equity, Investec Asset Management
    • Mark Matthews, Head of Research, Julius Baer
    • Michael Power, Strategist, Investec Asset Management
    • Wilfred Wee, Portfolio Manager, Emerging Market Fixed Income, Investec Asset Management
    12:30 Lunch address
    Thomas Zilliacus, Executive Chairman, YuuZoo

    14:30 Forum event closes

     

     

    Institute Singapore Forum 2016 event summary

     
    Singapore Office Reception 18:00 Cocktail reception

    Artemis, CapitaGreen
    138 Market Street
    #40-01, 048946
  • Speakers

    Speaker profiles

    Tharman Shanmugaratnam - Deputy Prime Minister & Coordinating Minister for Economic and Social Policies

    DPM Tharman has served as Deputy Prime Minister in the Singapore Cabinet since May 2011. He was also appointed Coordinating Minister for Economic and Social Policies on 1 Oct 2015. He is, in addition, Chairman of the Monetary Authority of Singapore (MAS), Singapore’s central bank and financial regulator.

    He has spent his career in public service, in roles mainly around economic policy and education. He served as Minister for Finance for eight years, over 2007- 2015, and as Minister for Education for five years, over 2003-2008. He spent much of his earlier professional life at the MAS, where he was the Managing Director before entering politics in 2001.

    Among his current responsibilities, he chairs the Council for Skills, Innovation and Productivity (CSIP), which seeks to develop the skills of the future among Singaporeans, foster a culture of innovation and lifelong learning, and support productivity-driven growth.

    Thomas Zilliacus - Executive Chairman, YuuZoo Corporation

    Thomas Zilliacus is a globally recognized innovator and leader in the mobile business space. He has spent a significant number of years working in senior management positions alongside global mobile-industry leaders. He is chairman and founder of Mobile Futureworks, Inc., an investment and development company, focused on the mobile space.

    Prior to forming Mobile FutureWorks, Thomas held various senior management positions with Nokia, the world’s leading mobile-handset company at the time. Thomas’ senior Nokia positions include Asia-Pacific Regional Director, a role Thomas built from the ground up, with the APAC region becoming Nokia’s largest region worldwide for revenue. At Nokia, Thomas was also Managing Director for Nokia Southeast Asia Pte Ltd, and Senior Vice-President, Corporate Communications with overall global responsibility for Nokia’s corporate image, marketing, PR and brand.

    Thomas is a board member of Singapore-mainboard-listed S i2i Ltd, a company engaged in mobile handset manufacturing and distribution. He is chairman of S i2i’s nominating committee and remuneration committee, and a member of its audit committee and share-value enhancement committee. Thomas is a board member or senior advisor to several companies in the IMM (Internet Mobile and Media) space. He is the co-founder and first chairman of the world’s leading mobile industry body, the Mobile Entertainment Forum.

    Mark Matthews - Head Research Asia, Julius Baer

    Mark Matthews is currently Head Research Asia for Bank Julius Baer & Co. Ltd., an appointment he has held since June 2011.

    With over 20 years of experience in finance and investment, Matthews has held senior research and sales positions in various financial institutions, including ING Barings Securities, Standard & Poor’s and Merrill Lynch.

    Matthews holds a Masters of Business Administration (Finance Major) from the Schulich School of Business, York University and a Bachelor of Arts (History Major) from Université Laval, Quebec City, Canada. He is fluent in French and Chinese.

    Haslinda Amin - Bloomberg Television News Correspondent and Anchor

    Haslinda Amin is a news correspondent and anchor for Bloomberg Television. Based in Singapore, Amin has been at the heart of market makers and stories that have driven the transformation of Southeast Asia. Amin has reported on financial and political developments including the Asia-Pacific Economic Cooperation forums, the bloody anti-government clashes in Thailand, developments in Pakistan as well as President Barack Obama's first visit to Asia.

    Haslinda has interviewed a wide range of top newsmakers for Bloomberg Television, including Singapore's founding father Lee Kuan Yew and Australian Prime Minister Julia Gillard. She also conducted the first international television interview with Malaysian Prime Minister Najib Razak after he took office in 2009. Other notable interviews include U.S. Treasury Secretary Timothy Geithner, former Federal Reserve Chairman Paul Volcker and billionaire Sheldon Adelson of Las Vegas Sands.

    Amin began her career covering Southeast Asian politics more than a decade ago. She joined Bloomberg Television in 2002, and is the Southeast Asia correspondent for "First Up" and "High Flyers," a special series of interviews with Asia's business elite.

    Amin graduated from the National University of Singapore, majoring in International Politics and English Language. She speaks Bahasa Indonesia.


     

    Mark Breedon – Co-Head of 4Factor Equity, Investec Asset Management

    Mark is Co-Head of 4Factor Equity at Investec Asset Management. He is the portfolio manager for the Global Strategic Equity Strategy. He joined Investec Asset Management from Alliance Capital Management where he managed portfolios including the $500 million Worldwide Privatisation Fund, NYSE listed Southern Africa Fund, Spain Fund and Austria Fund. Prior to this, he managed developed market equity accounts for Brinson Partners (formerly First Chicago), following an initial three year spell in research at Vickers da Costa. Mark graduated with a Bachelor of Arts (Hons) degree in Economics.

    Michael Power – Strategist, Investec Asset Management

    Michael joined Investec Asset Management as a strategist in December 2002. His current responsibilities include understanding how the shift in the centre of economic gravity from West to East is impacting on the world of investment and in particular how it is opening up new investment opportunities for Investec’s global client base. He began his career working in the Middle East department of Chase Manhattan Bank before joining Anglo American's corporate finance department in South Africa. Michael then worked in the London corporate finance department of NM Rothschild & Sons where his work had a strong natural resource emphasis. Having completed a 4x4 overland safari through Africa, Michael then worked for HSBC-Equator Bank in Kenya for four years. He returned to the UK to work at Baring Asset Management as a director in their emerging markets department, where he was head of Africa and the Middle East as well as heading the natural resources sector, and was also portfolio manager for the Pan African Simba Fund. Michael graduated from the University of Cape Town with a Phd in Economics. He also holds an MA in International Business and Law from the Fletcher School at Tufts and a BA in Politics, Philosophy and Economics from the University of Oxford.

    André Roux – Co-Head of Emerging Market Fixed Income, Investec Asset Management

    André is co-head of Emerging Market Fixed Income at Investec Asset Management. He is portfolio manager for our Emerging Markets Local Currency Total Return Debt and African Fixed Income strategies. André relocated to Singapore in 2014 to help build the Asian fixed income business. Previously André had spent 14 years leading and developing the South African fixed income business. Prior to joining the firm in 1999, he was the deputy director general of the Department of Finance, where he took responsibility for macroeconomic, fiscal and tax policy and intergovernmental fiscal relations. Prior to that, André spent two years at the Development Bank of Southern Africa. This followed an academic career during which he published on fiscal and development issues. André holds a Master of Philosophy degree in Economics from Cambridge University, a Master of Science degree in Mathematics from Oxford University and a Bachelor’s degree from the University of Cape Town.

    Mark Samuelson – Managing Director of Investec Asset Management Asia Pacific and Middle East

    Mark is the managing director of Investec Asset Management Asia Pacific and Middle East where he is responsible for institutional and advisory business. He began his career with the firm in South Africa in 1991 where he held various positions including derivatives strategist, equity analyst, portfolio manager and finally head of South African institutional business development, before relocating to London to spearhead the growth of Investec Asset Management’s UK institutional business. In 2008 he relocated to Australia.

    Mark holds a Commerce degree in Accounting from the University of Witwatersrand in South Africa; he is also a CFA Charterholder and a member of the UK Society of Investment Professionals (UKSIP) and the CFA Society of Sydney.

    Katherine Tweedie – Executive Director of Investment Institute, Investec Asset Management

    Katherine Tweedie is executive director of the Investment Institute at Investec Asset Management. In this role she is responsible for providing research and insight to global financial institutions on geopolitical, economic and investment trends that shape portfolio strategy and asset allocation decisions. She coordinates strategic partnerships and knowledge transfer programmes with a number of Investec Asset Management’s clients and oversees the partnerships with leading academic institutions and industry associations affiliated with the Institute. Katherine was formerly a director and head of Africa at the World Economic Forum. Her career commenced in private equity and investment banking where she specialised in mergers and acquisitions in the financial services industry. Katherine holds a Master’s degree in Public Administration from the Harvard Kennedy School of Government, where she was selected as an Edward S. Mason Fellow, and a Bachelor of Commerce (Hons) degree in Finance and Economics from the University of Victoria, Canada.

    Wilfred Wee – Portfolio Manager, Emerging Market Fixed Income, Investec Asset Management

    Wilfred is an investment specialist and portfolio manager in the Global Emerging Market Debt team at Investec Asset Management. He is responsible for the Asia Local Currency Bond and Renminbi bond funds. Prior to joining Investec Asset Management, Wilfred worked for the Government of Singapore Investment Corporation (GIC) for nine years, three of which were based in New York. At the GIC, Wilfred was a portfolio manager and lead credit analyst for Emerging Market credit, focused on Asia. He was also credit analyst and strategist responsible for European financials. Wilfred holds a Bachelor of Arts (Hons.) degree in Economics from the University of Cambridge, a Masters in Financial Mathematics from Stanford University, and is also a CFA Charterholder.

  • About the Investment Institute

    About the Investment Institute

    The Investment Institute is the strategic insights and engagement platform of Investec Asset Management.

    We provide research and insight to global financial institutions on key geopolitical, economic andinvestment trends that shape portfolio strategy and asset allocation decisions. Our work draws on our firm’s investment capabilities and partnerships with leading academics and practitioners.

    Our philosophy:

    “To empower our clients with insight and knowledge to support their long-term investment objectives.”

    Learn more about the Investment Institute