Southeast Asia Week

Major geopolitical friction, sustained low rates and a potential extension to the longest credit cycle on record are testing institutional investors’ strategic and tactical asset allocations. While many investors see the trade war between America and China as something that won’t affect their long-term strategies, few are considering how an uninterrupted economic conflict between the world’s two superpowers might impact their portfolios. America has always been the world’s centre for global liquidity, so a bifurcated world threatens to upend their investment decisions. Under the tagline 'where geopolitics and low rates collide', these forces, compounded by a seemingly endless era of low rates and cheap money, form the backdrop of AsianInvestor's 11th Southeast Asia Institutional Investment Forum.

The inaugural Access to Alternatives Forum is designed to help institutional investors find alpha in an increasingly overcrowded world. Fixed income returns remain low across much of the world’s credit markets and equity markets continue to underperform, Asia’s asset owners are increasingly allocating capital to alternative investments. Yet as more and more do so, the market is becoming overcapitalised, forcing asset owners to compete for deals and in turn driving up the price and lowering the returns. In order to find alpha, asset owners are increasingly looking at riskier bets, such as value-added property and venture capital.

The Access to Alternatives Forum will convene regional LPs and global specialist fund managers to discuss how, in a world wrought with geopolitical tension and in markets flush with capital, LPs can find alpha in alternative investments. 

With emerging younger generations increasingly at the helm of families in Asia,  family offices are keen to invest in industries they believe will dominate the future. The risks? Investment fads and overvalued assets, especially in the technology space. And with so much uncertainty in traditional asset classes, family offices must selected their managers carefully—ones that will create growth while preserving wealth. 

The Family Office Forum 2019 will convene single family offices to discuss how, in a period of economic and geopolitical uncertainty, nimble investors can identify the industries of the future and diversify their portfolio accordingly.

AsianInvestor's Southeast Asia Week will gather chief investment officers, heads of allocation, and heads of different alternative asset classes to discuss how institutional investors from around Asia and beyond, ranging from pension funds to sovereign wealth funds, and family offices to insurance companies, to discuss the trends that will threaten their risk-adjusted returns. It will assess the outlook for different asset classes and provide the audience with the tools required to build a sophisticated investment function in difficult times. 

If you are an asset owner, and want to understand more about the driving forces of these trends and how to react to them, you are eligible to attend on a complimentary basis.

Delegate tickets are available for those who are not asset owners, with the exception of the Family Office Forum, which is by invitation only. In the Southeast Asia Institutional Investment Forum you can meet with some of the  region's most influential asset owner chief investment officers and understand the issues that are pushing them to change their investment strategies. At the  Access to Alternatives Forum heads of real assets, private investments, real estate, private equity and infrastructure will gather to discuss the increasing risks associated with alternative asset classes and how best to allocate in an increasingly overcrowded market.  A limited number of paid passes are available for:

• Traditional asset managers
• Specialist/alternative managers
• Hedge funds
• Private equity funds
• Real estate funds
• Service providers
• Law/consultancy firms
• Technology providers
• Wealth managers