AGENDA
For Professional and Institutional Investors only.
View the conference agenda of the Asia Investment Summit 2025 below.
Agenda
8:15am – 9:00am
Registration & Light Breakfast
9:00am – 9:05am
Welcome Address
Speaker: Andrew Hendry, CEO Asia, Head of Asia Client Group, Janus Henderson Investors
9:05am – 9:10am
Corporate Update
Speaker: Roger Thompson, Chief Financial Officer, Head of Asia Pacific Client Group, Janus Henderson Investors
9:10am – 9:40am
CIO Conversations – A Nimble and Diversified Route to Portfolio Resilience
Speakers:
Anthony Correa, Founder and CIO, Cesar Investments
Gareth Nicholson, CIO and Head Portfolio Management, International Wealth Management, Nomura
Greg Wilensky, Head of U.S. Fixed Income, Portfolio Manager – Balanced, Janus Henderson Investors
Ken Peng, Head of Asia Pacific Investment Strategy, Citi Wealth Investments
Songpol Chevapanyaroj, Secretary General, Government Pension Fund of Thailand
Moderator: Robert Jasminski, Global Head, Citi Investment Management
9:40am – 9:50am
Trends & Insights – Fixed Income: A Promising Backdrop for Bonds in Multi-Asset Portfolios
Speaker: Greg Wilensky, Head of U.S. Fixed Income, Portfolio Manager – Balanced, Janus Henderson Investors
9:50am – 9:55am
Stockpicking Challenge – Emerging Market Equities
Speaker: June Zhu, Research Analyst, Janus Henderson Investors
9:55am – 10:25am
Panel Discussion – Reshaping the Role of Income
Speakers:
Christina Au-Yeung, Head of Investment Management Services, Morgan Stanley Private Wealth Management Asia
Seth Meyer, Global Head of Client Portfolio Management, Janus Henderson Investors
Tim Gibson, Co-Head of Global Property Equities, Portfolio Manager – Global Property, Janus Henderson Investors
Moderator: Alexis Lavergne, Investment Specialist – Fixed Income, Janus Henderson Investors
10:25am – 10:35am
Trends & Insights – Global Property – Back to Basics: Focus on Real Estate Returns
Speaker: XinYan Low, Portfolio Manager – Global Property, Janus Henderson Investors
10:35am – 10:45am
Trends & Insights – Multi-Sector Income: Still in Favour for Flexible Investors
Speaker: Seth Meyer, Global Head of Client Portfolio Management, Portfolio Manager – Multi-Sector Income, Janus Henderson Investors
10:45am – 11:00am
Refreshments & Networking
11:00am – 11:05am
Stockpicking Challenge – China Equities
Speaker: Louis Li, Research Analyst, Janus Henderson Investors
11:05am – 11:15am
Trends & Insights – Global Technology: Identifying New Winners For a New Tomorrow
Speaker: Richard Clode, Portfolio Manager – Technology, Janus Henderson Investors
11:15am – 11:45am
Panel Discussion – Making AI Mainstream in the Hunt for Alpha
Speakers:
Jansen Phee, Head of Funds Investment Solutions, Asia Pacific, UBS Global Wealth Management
Richard Clode, Portfolio Manager – Technology, Janus Henderson Investors
Simon Kahn, Chief Marketing Officer of Google APAC
Victoria Mio, Head of Greater China Equities & Portfolio Manager, Janus Henderson Investors
Moderator: Alex Ng, Head of Intermediary Sales, Asia, Janus Henderson Investors
11:45am – 11:50am
Stockpicking Challenge – Asian Equities
Speaker: Chengxi Zhao, Research Analyst, Janus Henderson Investors
11:50am – 12:00pm
Trends & Insights – Healthcare: What’s in Store For Biotech and Beyond?
Speaker: Andy Acker, Portfolio Manager – Healthcare, Janus Henderson Investors
12:00pm – 12:30pm
Panel Discussion – Capitalising on Healthcare Innovation and Breakthroughs
Speakers:
Andy Acker, Portfolio Manager – Healthcare, Janus Henderson Investors
Judith Love, President, Asia Pacific, Middle East & Africa, Novartis
Stephen Pak, Interim Head of Alternative Investment Specialists APAC, Citi Global Wealth
Moderator: Andrew Cox, Investment Specialist – Equity, Janus Henderson Investors
12:30pm – 12:35pm
Stockpicking Challenge – Results
Speaker: Andrew Hendry, CEO Asia, Head of Asia Client Group, Janus Henderson Investors
12:35pm – 2:00pm
Lunch & Networking
Select your preferred roundtable sessions from the drop-down list in the registration form. Please choose a different Portfolio Manager for each of the 4 sessions. You can find biographies of our portfolio managers on our event website at https://www.janushenderson.com/asia-investment-summit-2025/.
1. Balanced – Greg Wilensky
2. Biotechnology Innovation – Andy Acker
3. Global Life Sciences – Andy Acker
4. Global Property Equities – Xinyan Low
5. Global Technology Leaders – Richard Clode
6. Multi-Sector Income – Seth Meyer
7. Global Small Caps – Andrew Cox
2:00pm – 2:30pm
Roundtable 1
2:35pm – 3:05pm
Roundtable 2
3:05pm – 3:15pm
Break (10 minutes)
3:15pm – 3:45pm
Roundtable 3
3:45pm – 4:15pm
Roundtable 4
4:15pm
End of Conference
Address
The Westin Singapore
12 Marina View, Asia Square Tower 2,
Singapore
018961
location_onView on map
Meet The Manager Sessions
There are several breakout sessions to participate in during the conference. Please view the full list below and select your preferred sessions when completing the registration form.
Roundtable Sessions:
1. Balanced
Greg Wilensky
2. Biotechnology Innovation
Andy Acker
3. Global Life Sciences
Andy Acker
4. Global Property Equities
Xinyan Low
5. Global Technology Leaders
Richard Clode
6. Multi Sector Income
Seth Meyer
7. Global Small Caps
Andrew Cox
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