Aberdeen Event Series: Investing Beyond Borders
 

Wednesday, May 1st, 2013 - Spotlight on Asia

Venue: Ritz-Carlton Chicago
               160 East Pearson Street at Water Tower Place
               Chicago, Illinois, USA 90067 

               Tel: +1 312 266 1000 



Agenda: 
 
1:15.pm Registration
1:45 pm Welcome by Ignites and Aberdeen Asset Management
Donald Amstad, Asian Fixed Income Specialist, Aberdeen Asset Management
2:00 pm

Panel with Q&A: Spotlight on Asia
Growth rates in Asia have defied the global trend, with investors attracted by a fertile investment climate and much improved levels of political and corporate stability. The future certainly looks bright for Asian markets but what are the core challenges and opportunities which investors must take into account if they want to minimize risk exposure and maximize returns?

  • Growth prospects in Asian fixed income markets
  • The migration of investors from west to east
  • Interest rates, credit and current trends
  • Regional focus - which countries offer the best investment potential?


Donald Amstad, Asian Fixed Income Specialist, Aberdeen Asset Management
Blu Putnam, Chief Economist, CME Group

Moderated by:
Owen Walker, Managing Editor, Ignites - Financial Times Group

*Session has been accepted by CFP Board

3:00 pm Break
3:15 pm Keynote Interview with Q&A: Time to Broaden Horizons?
Asian markets have done well to shake off their reputation of being a risk-heavy investment destination, and regional growth is an attractive proposition at a time when low interest rates and low yields are making for a challenging global macroeconomic environment. As investors increasingly look further afield in their efforts to improve returns, it would appear that so-called 'home-bias' may be easing, but is this a temporary reaction or indicative of longer term trends? Are US investors sufficiently outward-looking, and can they afford not to be?

Jack Ablin, Chief Investment Officer, BMO Private Bank U.S.

Interviewed by:
Owen Walker, Managing Editor, Ignites - Financial Times Group
4:00 pm

In Conversation: Corporate Governance - The Key to Investing with Confidence in Asia and the Emerging Markets
One of the core drivers behind rising levels of investor confidence in Asian markets is the fact that risk management frameworks and corporate governance have significantly improved. More than a decade of from the Asian banking crisis of 1997, investors no longer feel that the region constitutes a risky component of their portfolios. So how can corporate governance continue to improve, and what do investors still need to remain cautious of?

  • Role reversal: Comparisons and contrasts between Asian and Western European markets - stability, liquidity, opportunity
  • Best strategies for minimizing currency risk exposure
  • What more can Asian markets do to improve corporate governance?
  • The significance of thorough research and detailed local knowledge


Peter Taylor, Head of Corporate Governance, Aberdeen Asset Management
Kerrie Waring, Acting Head of SecretariatICGN


*Session has been accepted by CFP Board

5:00 pm Concluding Remarks
Casey Gober, Regional Sales ManagerAberdeen Asset Management
5:05 pm Networking Cocktail Reception
 
 


























































 


 

Speaker Biographies:

Donald Amstad, Asian Fixed Income Specialist, Aberdeen Asset Management
Donald Amstad joined Aberdeen Asset Management in Singapore in March 2007 and is currently the Director of Business Development. He has responsibility for marketing globally Aberdeen's Asian fixed income products, as well as for representing the group's fixed income expertise to clients in the region. Mr Amstad joined from JPMorgan Asset Management in London, where he worked from 2004 as Managing Director, Fixed Income, responsible for managing central bank portfolios. He has also worked for Bank of America (2001-2004), JPMorgan (1987-2001) and Nomura International Limited (1983-1987). Mr Amstad has 25 years’ experience in fixed income markets and is now living in Asia for the fourth time in his career. He has spent over 12 years in the region in both Tokyo (1987-1990) and Singapore (1990-1992, 1994-1996 and 2007 to date). He holds a BA (Hons) in PPE from Trinity College, Oxford.

Owen Walker, Managing Editor, Ignites – Financial Times Group
Owen Walker is Managing Editor of Ignites. He previously worked at a number of titles within the Financial Times's asset management division in London, covering institutional and retail pensions and investments. Mr. Walker holds a post-graduate diploma in newspaper journalism from Cardiff University.

Kerrie Waring, Acting Head Secretariat, International Corporate Governance Network
Kerrie Waring is the Acting Head of Secretariat at the International Corporate Governance Network, a global body of investors with members responsible for US $18 trillion in AuM. Ms Waring has extensive experience in the field of corporate governance and has held significant positions in a number of professional bodies. Prior to her appointment at ICGN, she was Corporate Governance Manager at the Institute of Chartered Accountants in England and Wales where she had led the Institute's US-UK corporate governance initiative. Prior to that, in her role as International Professional Development Manager at the Institute of Directors, she led the development of several initiatives including the Global Director Development Circle linking board training institutions within the US, UK, Australia, New Zealand, Canada and South Africa. Ms Waring is co-author and editor of the 'Handbook on International Corporate Governance' (Kogan Page, 2004) and co-author of the World Bank-OECD's Global Corporate Governance Forum's Global Director Training Toolkit. The latter publication was the result of winning a World Bank tender for proposals to increase capacity building in emerging markets around director training. She has a BA honours Degree in International Business and Japanese and is a Chartered Company Secretary.  She was named Rising Star of Corporate Governance by The Millstein School of Corporate Governance and Performance at the Yale School of Management (2008).

Peter TaylorHead of Corporate Governance, Global Emerging Markets Equity Team, Aberdeen Asset Management
Peter Taylor is a Senior Investment Manager and Head of Corporate Governance on the global emerging markets equity team. Mr Taylor joined Aberdeen's Asian equities team in Singapore in 2007 and transferred to London in 2011. Previously, he was with the International Finance Corporation, where he worked on corporate governance and capital markets development for seven years from their Washington DC and Hong Kong offices. Mr Taylor graduated with a BA in Philosophy, Politics and Economics from Oxford University, and an MA in International Economics and International Relations from The Johns Hopkins University, Washington DC. He is a CFA Charterholder.

Casey Gober, Regional Sales Manager, Aberdeen Asset Management
Casey Gober is a Regional Sales Manager – Wealth Management, Americas, based in Chicago, Illinois. He is responsible  for the distribution and marketing efforts of Aberdeen’s pooled investment strategies to clients in the North Central region of the US, having joined the firm in 2012. 
Previously, Mr Gober had represented Keeley Funds as a Regional Vice President and was in charge of growing the firm's mutual fund business by developing relationships with financial advisors in the Midwest region. He has also worked at Calamos Investments growing the firm's mutual fund business in the southeast region and also the western plains region, and was a retirement financial adviser. 
Mr Gober graduated from Augustana College in 2000 with a BS in business administration and a minor in economics.

Blu Putnam, Chief Economist and Managing Director, CME Group
Bluford Putnam is the Chief Economist and Managing Director at CME Group.  He joined CME Group in 2011, after a long career in finance ranging from his first position with the New York Federal Reserve Bank in the 1970s, to Morgan Stanley on the research side of the business, and he then worked as a Chief Investment Officer in asset management for Bankers Trust and later Caisse des Dépôts et Consignations (CDC).  
Dr Putnam earned his Ph.D. in economics from Tulane University, has published numerous academic articles and five books in international finance. He is also known for his quantitative research in applying Bayesian statistical methods to financial markets

Jack AblinChief Investment Officer, BMO Private Bank U.S.
Jack Ablin chairs the Asset Allocation Committee and is responsible for establishing investment policy and strategy within BMO Private Bank throughout the US. Mr Ablin joined the organization in 2001 and has three decades of experience in money management.
He is the author of ‘Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace’, published in July 2009 by F.T. Press; Wall Street Journal's best-seller list, 2009. He is also a frequent media commentator and has previously served as a Professor of Finance at Boston University’s Graduate School of Management. Mr Ablin spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, and was named one of the top 100 Wealth Advisors in North America by CityWealth Magazine in 2006, 2010, 2011, 2012 and 2013.
Mr Ablin earned a bachelor’s degree from Vassar College in New York, where he graduated with honors with an AB in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, he received an MBA with honors and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago.


 
Before attending, feel free to click here for a quick read on Investing in Asia. In addition, you may like to view a brief video on "Views from the Front Lines of Asia", which you can find here.
 
Interested in Attending? Contact Melissa Papasidero at +1 917-551-5106 or Melissa.Papasidero@ft.com


For CFP Credit, please bring your number with you the day of the event.