Mercer Global Investment Forums

Mercer Global Investment Forums

 

 

Mercer Global Investment Forums

Braving the Elements: Surfing the Late Cycle

BEIJING | Friday 12 April 2019

 

TIME

SESSION/SPEAKER(S)

 

8:30-9:00

 

9:00–9:10

Breakfast

 

MC

Leo Shen, China Wealth Leader

 

Welcome and Opening

Catherine Li, CEO, China

 

9:10–9:50

 

2019 Investment Themes, Reference Portfolios and Practical Application

Deb Clarke, Global Head of Investment Research

Garry Hawker, Global Leader, Sovereign Funds

Janet Li, Asia Wealth Leader

Jason Ma, Senior Consultant

 

9:50–10:10

How Global Investors Incorporate China into Their Portfolio

 

 

10:10–10:40

 

Interview – Topic TBD (China specific – including ESG)

Rich Nuzum, President, Wealth
Dr. Jun Ma,
Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research

 

10:40–11:00

Networking and Coffee Break

 

11:00–11:50

An “Alternative” show down

 

Host: Simon Coxeter, Principal, Global Business Solutions

 

1.     Alternative Fixed Income

Jean de Kock, Asset Class Specialist, Fixed Income Boutique

 

2.     Private Equity

Valerie Wong, Asset Class Specialist

 

3.     Real Estate

Henry Ching, Asset Class Specialist

 

4.     Liquid Alternatives (including multi-asset)

John Jackson, Asset Class Specialist

 

11:50–12:10

Investment Governance: Different Approaches to Working with Fiduciaries / Delegated solution / OCIO Outsourcing model

Fiona Dunsire, Growth Markets Wealth Leader

 

12:10–12:20

Closing Remarks
Renée McGowan,
CEO, Asia

 

12:30–14:30

Lunch and Networking