08.30         

Doors open, registration and breakfast

09.30

Macro: What next for the global economy?
Post the eurozone sovereign debt crisis, will we see a turnaround or a ‘double dip’ to a deeper recession? How will that affect asset classes across the globe, and what opportunities if any will it bring in Asia?

Speakers:
Edward Bang, UBS
Diana Choyleva, Lombard Street Research
Harvinder Kalirai, BCA Research
Michael van Biema, van Biema Value Partners

Investors: What do international allocators want in Asia?
There is no doubt that many investors are convinced they should have greater exposure in Asia, but many remain sceptical about a lot of the hedge funds in the region. What are the biggest barriers to Asian hedge funds raising money and how do they change investor attitudes to accelerate the flow of capital?

Speakers:
Peter H Fletcher, Parly Company SA
Max Gottschalk, Gottex
Eliza Lau, Synergy Fund Management
Ed Littmann, Mesirow Financial 

Moderator: Aradhna Dayal, AsiaHedge

Coffee break

Keynote speaker: Joe Zhou, Ortus Capital Management

Introduced by: Glenn Kennedy, HSBC

Building a sustainable business in Asia
Together with strong performance, operations and alignment of interests, what are the key ingredients – running a virtuous business? being a business that gives back as well as collects? – to creating a sustaining global brands in Asia. A panel of top industry executives discuss.

Speakers:
Katarina Bendle, Senrigan
Kurt Ersoy, Segantii
Michael Gibson, LIM Advisors
Barry Goodman, Millburn Ridgefield Corporation

Moderator: Dagmar Baeuerle, Citi

Lunch

14.15

Keynote Speaker: Stan Miranda, Partners Capital

Introduced by: Aradhna Dayal, AsiaHedge

Strategy session: Greater China
What is the best way to play the world’s biggest growth story? Can hedge fund strategies add value? Can onshore private funds add successful offshore versions?

Speakers:
Scott Hobart, HFZ Capital Management
Craig Lindsay, Citic Securities International Investment Management
Chris Ruffle, Open Door
Brenda Tse, Permal Group

Moderator: Rodney Diola, AsiaHedge

Coffee Break

Best ideas showcase: Equity Strategies
A group of Asian hedge fund managers with a variety of equity and equity-related strategies are given the chance to explain why their strategies are of appeal in the current market

Speakers: 
John Foo, Kingsmead Asset Management;
Michael Nock, Michael Nock & Associates
Ophelia Tong, HT Capital Management

Moderator: Lawrence Delevingne, AR

Best ideas showcase: Quants and others

A group of hedge fund managers are given the chance to explain why their strategies are of appeal in the current market

Speakers:
Kenny Arnott, Arnott Capital
Barry Goodman, Millburn Ridgefield Corporation
Kin Leung-Chan, Rega Technologies
Chris McGuire, Phalanx Capital Management

Moderator: Neil Wilson, HedgeFund Intelligence

Drinks reception

Doors open, registration and breakfast 

Institutional Investors—Regional and Global: How are they helping re-shape the Asian hedge fund industry?
Post 2008, one of the most interesting dynamics in the Asian hedge fund space has been the advent of institutional investors, both global as well as from within the region. Will this trend accelerate in 2012 or slow down given the near flat performances? And how are institutional investors accessing Asian funds—through consultants, fund of funds or going direct?

Moderator: Aradhna Dayal, AsiaHedge

Coffee Break

Keynote: Shirish Saraf, Samena Capital

Introduced by: Aradhna Dayal, AsiaHedge

Strategy session: Fixed income and credit
The growth of the Asian credit markets, increasing need for private credit in the region and the emergence of the offshore Renminbi market are spawning a significant array of new players in the Asian credit space. What strategies are of most interest and why? Managers operating across the liquidity spectrum discuss:

Speakers:
Leon Hindle, Oracle
Monica Hsiao, CQS 
Edwin Wong, SSG Capital
Richard Yang, Samena Capital

Moderator: Rodney Diola, AsiaHedge

Lunch

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