Through the Looking Glass: Navigating an unpredictable world

Events

Through the Looking Glass: Navigating an Unpredictable World

12 July 2017  Singapore, Singapore

  • THE EVENT
    • Nowadays investors face the challenge of generating returns when yields and risk premia are relatively low. Additionally, with the increasing economic and political fragility many may have reached the limits of monetary policy effectiveness. Consideration of a wide range of possible futures can help our clients build portfolios that are likely to be resilient to a range of scenarios.

      Join us at our upcoming seminar, “Through the Looking Glass: Navigating an unpredictable world” where our experts will share insights and drive discussions on this topic.  

      We will discuss how institutional investors could look inward – to identify any characteristics of their approach, objectives or circumstances that could provide competitive advantage, and outward - to build a portfolio of assets and strategies that maximizes their advantages and improves the likelihood of meeting their long-term objectives while managing the risk of capital impairment.

  • THE AGENDA
    • Registration & Breakfast

      Welcome and Opening
      Kulshaan Singh
      Country CEO, Mercer Singapore

      Customization to Exploit Competitive Edge
      Rich Nuzum - Wealth Business Leader, Growth Markets

      Creating Robust Reference Portfolios: Principles and Practicalities
      Garry Hawker - Wealth Business Leader, Singapore and  Director of Strategic Research, Growth Markets
      Chua Boon Lee - Principal Consultant
      Serene Tan - Principal Consultant

      Break

      Hedge Funds & Multi Assets: Similarities and Differences
      Adrian Worth - Manager Research Consultant

      How to Successfully Invest in Private Equity
      Stefan Hepp - Partner, Global Business Leader Private Markets

      Closing Remarks
      Garry Hawker

      Lunch

  • SPEAKERS
    • Garry Hawker
      Wealth Business Leader, Singapore and Director of Strategic Research, Growth Markets


      Garry is the Growth Markets Director of Strategic Research since 2013. Garry also chairs the group that contributes to Mercer's capital markets research and assumptions globally and is a member of the Global Policy and Global Strategic Research Committees, which are global committees within Mercer's investments business charged with bringing Mercer's best ideas to our clients.

      In recognition of Garry’s client focus, he became the Regional Director for Sovereign Funds in 2008, a newly created role to help Mercer fill an increasing need to provide innovative investment solutions to large funds, particularly those in emerging capital markets. In 2007, Garry was relocated to Shanghai to oversee the establishment and development of Mercer's investment consulting business in China. Since his move to Asia, Garry's major clients have included the national social security funds, central banks and national reserve investment agencies of many Asian countries. Prior to his transfer to Singapore in 2000, Garry had been responsible for the management of Mercer's investment consulting business in New Zealand. Garry initially joined Mercer in New Zealand in 1992 after having worked for seven years with another consulting firm.

      Garry is an actuary, and an associate member of the CFA Institute. He received his bachelor's degree in mathematics and statistics from the University of Canterbury in New Zealand.

      Rich Nuzum
      Wealth Leader, Growth Markets


      Rich is Wealth Leader for Mercer's Growth Markets Region, encompassing Africa, Asia, Latin America and the Middle East.

      Rich's specialty is in strategy setting and other "high stakes" special projects for large investors. During the past 25 years, Rich has worked with clients in more than 20 countries, providing investment advice to more than a dozen of the world's 100 largest institutional investors. Rich has also led Mercer's consulting on social security and long term savings reform in several countries and one US state.

      Rich holds an MBA with High Honors in Analytic Finance and Accounting from the University of Chicago, and a BA with Honors in Mathematical Sciences and Mathematical Economic Analysis from Rice University. Rich also did graduate work in international economics at Tokyo University. Rich is a Chartered Financial Analyst and a member of the CFA Institute.

      Previously, Rich was North America Business Leader for Mercer's investments business from 2012-16, Global Business Leader for Mercer's investment management business from 2008-11, global Chief Investment Officer for Mercer's investment management business from 2008-10, Americas Business Leader for Mercer's investment consulting business from 2005-08, and Asian Business Leader for Mercer's investment consulting business from 1997-2005. Rich also served concurrently as Mercer's Market Leader for Southeast Asia in 2004-05 across all of Mercer's lines of business, and was the country head for Mercer in Singapore across all lines of business from 2001-04.

      Rich has twice been named to CIO Magazine's annual list of the world's most influential investment consultants.

      Chua Boon Lee
      Senior Investment Consultant, Mercer


      Boon Lee is a Principal at Mercer’s Investment business in Singapore. He provides advice to clients in the area of investment governance, investment strategy, portfolio construction, manager selection and portfolio monitoring and risk management.

      He joined Mercer in May 2015 after having spent almost three decades in a variety of roles in the finance industry, ranging from asset management firms, private and commercial banks to consulting companies operating in the Asian region.

      Prior to Mercer, Boon Lee was the Chief Investment Officer at the Singapore Central Provident Fund, where he led a 13-member team managing the financial reserves a and social insurance schemes of the organization. Before then, he was the Regional Head of the due diligence team at Citibank NA responsible for manager research and product selection throughout Asia Pacific region. He had also spent a combined length of 8 years as the senior consultant for Morningstar and Standard & Poor’s, after transitioning from a 12-year career in funds management.

      Boon Lee holds an MBA from the University of Texas at Austin and received his bachelor’s degree in business from National University of Singapore.

      Serene Tan
      Principal Consultant, Mercer


      Serene Tan is a Principal from Mercer's Investment Consulting business based in Singapore. As a Principal Consultant with 17 years of experience in the investment arena, Serene has led many projects which entail presentations to Investment Committee members and Board members of institutional clients on various investment issues. The projects are multi-faceted and wide-ranging, including Strategic Asset Allocation, Manager Selection, Fund Selection, Regulatory Reviews and Monitoring of Investment Programmes. She also contributes actively to Mercer's manager research programme.

      Serene has been part of the Mercer family for the last 10 years. Prior to joining Mercer, she was the CEO of ING Investment Management Asia Pacific (Singapore) Ltd. Serene started her career in fund management with UOB Asset Management Singapore Ltd in 1995 as an investment analyst. She joined ING in 1997 as a fund manager in Japanese and Korean equities before being promoted to CEO in 2003.

      She obtained her Bachelor of Accountancy Degree from Nanyang Technological University, Singapore in 1994 and she is a Chartered Financial Analyst since 1998.

      Adrian Worth
      Manager Research Consultant, Mercer

      Adrian conducts research on Asia-based hedge funds and multi-asset funds from Mercer’s Hong Kong office. He joined Mercer in April 2017.

      Prior to joining Mercer, Adrian accumulated close to 9 years’ experience in the hedge fund industry while based in London. This included nearly 4 years at Man Group where he worked as a senior investment analyst in the firm’s performance reporting team. In 2010, he moved to Cambridge Associates where he led the firm’s European hedge fund research effort for close to 5 years. Adrian was responsible for sourcing, selecting and monitoring of best-in-class hedge funds in the region. He built strong relationships with funds across a variety of styles, strategies and geographies. In mid-2015, Adrian embarked on a gap year before joining a small Hong Kong-based private equity fund in October 2016. There, he conducted company and sector research with a focus on businesses geared toward the Asian consumer.

      Adrian has a Masters degree in Finance & Management from Keele University (UK) and is a CFA and CAIA charterholder.

      Stefan Hepp
      Partner, Global Business Leader Private Markets


      Stefan has more than 25 years of professional experience in the financial services industry. Previously, he was executive director and member of the management committee with Morgan Stanley AG, Zurich, and prior to that with Morgan Stanley Dean Witter in London, J.P. Morgan in Zurich and with Salomon Brothers Int. in London.

      He served as a consultant to the World Bank, Washington D.C. and is a member of the examination board of the Swiss School for Pension Fund Management as well as author and co-author of several books on investment themes and contributing in the financial press and journals.