Program

08:00 - 08:45

Registration and light breakfast


09:00 - 09:15

Opening Address

August HATECKE, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management

THE YEAR AHEAD

09:15 - 09:30

Year Ahead 2020: The Year of Choices. The Decade of Transformation.

The world feels more uncertain and interconnected than ever. The path forward is increasingly dominated by political choices. 2020 will be pivotal. The evolution of China-U.S. trade dispute, implementation of fiscal and monetary policies, and result of U.S. presidential election will be crucial in shaping the economic and financial market outcomes. But their consequences would not be limited to 2020. The current political development is short-term manifestation of larger issues the world would face over the next decade; aging population, resource utilization, technological disruption, rise of protectionism, inequality and need for structural reform.

How will these critical factors impact global economy? How can investors capture opportunities and mitigate risks in 2020 and beyond?

Mark HAEFELE, Chief Investment Officer, UBS Global Wealth Management

09:30 - 09:45

Asia 2020 outlook: A new era

2020 will mark the beginning of a new phase in Asia’s economic development. Beyond being an industrial powerhouse, the region is charging ahead into an era of technological leadership as it champions breakthrough innovations in 5G, artificial intelligence and autonomous driving. With Asia being home to 22 of the world’s 33 megacities, addressing challenges on sustainability driven by rapid urbanization has never been more important. While there are plenty to be optimistic about, geopolitical uncertainties continue to pose real risks to regional economic growth and financial markets.

What are the key questions for investors in the region? How can investors be optimally positioned in Asia’s new era?

TAN Min Lan, Head Chief Investment Office APAC, UBS Global Wealth Management

09:45 - 10:35

United States vs. China: A new kind of cold war?

The world appears to be de-globalizing with rivalry between U.S. and China fueling the trend. While any interim deal should help de-escalate trade conflict, it is no panacea. Strategic competition will likely persist in years ahead. Relationship between the two superpowers may never be the same. In the recent UBS Investor Watch survey on the Year Ahead, 40% of APAC investors expressed concern over the trade conflict affecting their portfolios in 2020. Only fewer than half are expecting the conflict to be resolved before U.S. presidential election.

The panel will discuss how the world’s most critical bilateral relations could evolve, where the next battleground may be, and how the U.S. presidential election could impact status quo.

Niall Campbell FERGUSON, Senior Fellow, Hoover Institution, Stanford University & Senior Faculty Fellow of the Belfer Center for Science & International Affairs, Harvard University
YU Yongding, Senior Fellow & Academician of Chinese Academy of Social Sciences; Member of the Advisory Committee of National Planning of the National Development & Reform Committee of the People's Republic of China; Former Member of the Monetary Policy Committee of the People's Bank of China
John G. SAVERCOOL, Senior Lobbyist, U.S. Office of Public Policy, UBS Americas Inc.
Moderator: TAN Min Lan, Head Chief Investment Office APAC, UBS Global Wealth Management

10:35 - 11:05

Lower for longer, or lower forever?

The global economy is close to completing its 10th consecutive year of more than 3% growth. Bond yields are close to multi-year lows. This combination is contributing to anxiety amongst investors who may be tempted to retreat to the safety of cash. While investors may be awaiting better entry points for riskier assets in 2020, there is no guarantee it could happen.

The panel will discuss dynamics of this late-cycle low-yield world, if this could last longer than expected, or go on forever. The discussion will examine strategies which investors could consider across different time horizon.

Mark KIESEL, CIO Global Credit, PIMCO
Joshua S. FRIEDMAN, Co-Founder, Co-Chairman & Co-CEO, Canyon Partners, LLC
Moderator: Mark HAEFELE, Chief Investment Officer, UBS Global Wealth Management

THE DECADE AHEAD

11:05 - 11:50

Decade of transformation

A Decade of Transformation now beckons. Workforces will begin to shrink in the developed world. Major environmental and technological advances will disrupt existing norms. The coming decade will be more challenging for investors and business owners. However, it will bring a world of opportunities from technological revolution to demographic change. There will also be seismic shifts in attitudes toward more sustainable products and services which will present myriad options for investments of the future.

In the recent UBS Investor Watch survey, 91% of APAC investors are interested in aligning their portfolios with future mega-trends. This session will discuss key mega-trends critical in shaping outcomes for consumers, investors and business owners over the next decade.

Kelvin TAY, Regional Chief Investment Officer, UBS Global Wealth Management

Keynote Address (Live from the U.S. via video conferencing)

Meta-trends: The future is faster than you think

Technology is accelerating faster than anyone could have imagined. In the next decade, we will experience more upheaval and create more wealth than we have in the past hundred years. Peter will offer a compelling guide to entrepreneurs and leaders on the massive changes expected ahead and how he sees major industries transforming over time with the convergence of exponential technologies.

Peter H. DIAMANDIS, Founder & Executive Chairman, XPRIZE Foundation, Executive Founder & Director, Singularity University

In conversation with Peter H. DIAMANDIS moderated by Kelvin TAY

UBS WEALTH WAY & INVESTMENT OPPORTUNITIES

11:50 - 12:20

Don't miss out on great opportunities to fund your 100-year life!

This segment will advise you on investment solutions to implement our CIO's views – yield enhancement strategies with rates lower for longer, defensive and quality growth opportunities and mega-trends you can invest today for the next decade. As everything starts with a good plan, we will introduce the UBS Wealth Way. Your needs will evolve over time and having a good plan will better prepare you for future life events. UBS Wealth Way structures your needs into 3 distinct strategies – Liquidity. Longevity. Legacy. for today, tomorrow and for generations to come.

Christian RAUBACH, Client Strategy Officer Asia Pacific, UBS Global Wealth Management
Paul STEFANSSON, Global Head Investment Funds, UBS Global Wealth Management

12:20 - 12:30

Wrap up


12:30 - 13:45

Buffet lunch


Concurrent breakout sessions
MEGA-TRENDS FOR YOUR INVESTMENT PORTFOLIO

13:45 - 14:30

Breakout 1
The future with 5G & artificial intelligence

The last decade was defined by technology disruption and tech entrants displacing entrenched players. UBS believes that the decade ahead will see digital transformation in business models, driven by tech disruptors and incumbent players; both wielding technology to transform the world around us. This session will look into how digital transformation will affect your businesses and investments, and how enabling technologies such as 5G and artificial intelligence will power this transformation.

Sundeep GANTORI, Equity Analyst, CIO, UBS Global Wealth Management
Kiren KUMAR, Chief Digital Industry Officer, Digital Industry Singapore
Harry C. HUI, Founding Managing Partner, ClearVue Partners
Rohan TALWAR, Head of Corporate Development, Circles.Life
Jesper MOH, Investment Funds Specialist, UBS Global Wealth Management
Serena TANG, Structured Product Solutions Specialist, UBS Global Wealth Management
Venetia LAI, Analyst, Direct Investments Group, Singapore, UBS Global Wealth Management

Breakout 2
How to earn a higher yield in a lower rate environment

As growth and inflation data remain muted, global central banks have signaled more accommodation in policy. UBS does not expect bond yields to rise meaningfully. This session will look into how investors who are looking for yield could consider equities as a source of income, or explore towards good quality high yield instruments.

Timothy TAY, Head APAC Credit, CIO, UBS Global Wealth Management
Ricardo BENINATTO, Head Active Advisory Singapore, UBS Global Wealth Management
Michelle CHUA, Portfolio Specialist, UBS Global Wealth Management
Ross DILKES, Portfolio Manager, UBS Asset Management


Breakout 3
How NextGen will shape mega-trend investing

Thematic investing is gaining appeal as technology companies have demonstrated significant growth over the last decade. NexGen investors did not grow up in the era of value investing but significant business model transformation; from owning to sharing, purchasing to making subscriptions, and concentrating on profits to focusing on sustainability. The session will look at the mega-trends UBS has identified, and ways to capitalize on these opportunities.

Paul STEFANSSON, Global Head Investment Funds, UBS Global Wealth Management
Hartmut ISSEL, Head APAC Equities, CIO, UBS Global Wealth Management
Bruno PAULSON, Portfolio Manager, International Equity Team, Morgan Stanley
Mario KNOEPFEL, Head Sustainable Investing Advisory Asia Pacific, UBS Global Wealth Management
Nicholas CHENG, Head Direct Investments APAC, UBS Global Wealth Management