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2019 Mercer Global Investment Forum

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2019 Mercer Global Investment Forum

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Details

We invite you to participate in the Mercer Global Investment Forum held in Beijing on April 12, 2019 as we will discuss and highlight the potential unrewarded risks present in the market and also look at how global economy and market participants’ behavior change over the decade.

The global market again experienced significant fluctuations in 2018. The tightening of Sino-US trade tensions, monetary policy tightening (leaded by the US), and the global slowdown signal from the investment market and the real economy have led to increased uncertainty, stock market adjustments and falling investor confidence. We expect the market to continue these changes in 2019 until the investment environment is normalized, during which interest rates may rise, inflation rises and further volatility. In this environment, our clients can return to the basics of investment and benefit from the most fundamental asset allocation, risk management, operational efficiency and sustainable development.

Agenda highlights

  • 2019 investment theme, reference portfolio and practical application

  • The 'Rise of China' and What It Means for Global Investors’ Portfolios

  • Talk to Dr. Ma Jun, Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research

  • An ‘Alternative’ show down

  • Investment Governance: Different ways of working  with trustees


 

Registration
Preparation Stage
Registration
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Choose ticket
Type
Price(¥)
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Quantity
Mercer Global Investment Forum
1,500
2019-04-11 23:55
Past Events
Registration will need approval from the organizer.
Asset Manager Registration

The registration fee is RMB 1,500 (Include VAT) for each asset manager and includes the following:

Attendance at all plenary and breakout sessions
Lunch and refreshments for the duration of the event
All Forum materials

For other important details, please read Terms and Conditions.
Mercer Global Investment Forum _Free
Free
2019-04-11 23:55
Past Events
Registration will need approval from the organizer.
Asset Owner Registration (by invitation only)

Invited Asset Owners do not have to pay registration fee.

For other important details, please read Terms and Conditions.
美世全球投资论坛-CFA会员票
Free
2019-04-12 14:30
Sold Out
Registration will need approval from the organizer.
美世全球投资论坛CFA会员通过该门票注册报名,享受会员免费参会福利。

Refund Description:
Cancellation and substitution

Cancellations must be communicated in writing to claire.zhang@mercer.com.
Cancellations received on or before 30 March 2019 are refundable in full.
Cancellations receive after 30 March 2019 and no-shows are non-refundable.
Substitution at no additional charge is allowed until two working days before the event. All substitutes are required to submit a revised registration form to Claire Zhang no later than two days before the event.

For other important details, please read Terms and Conditions.

Price
0
Agenda
2019-04-12
2019-04-12
08:30-09:00

Breakfast


2019-04-12
09:00-09:10

MC

Leo Shen, China Wealth Leader

 

Welcome and Opening

Catherine Li, CEO, China

2019-04-12
09:10-09:50

2019 Investment Themes

Deb Clarke, Global Head of Investment Research

Garry Hawker, Global Leader, Sovereign Funds

Janet Li, Asia Wealth Leader

Jason Ma, Senior Consultant

2019-04-12
09:50-10:10

The 'Rise of China' and What It Means for Global Investors’ Portfolios

Fei Tan, Research Specialist

2019-04-12
10:10-10:40

Interview

Rich   Nuzum, President, Wealth
Dr. Jun Ma, Director of the Center for Finance and Development, Tsinghua National   Institute of Financial Research

2019-04-12
10:40-11:00

Networking and Coffee Break

2019-04-12
11:00-11:50

An "Alternative" show down

Host: Simon Coxeter, Principal, Global Business Solutions

1.     Alternative Fixed Income

        Jean de Kock, Asset Class Specialist, Fixed Income Boutique

2.     Private Equity

        Valerie Wong, Asset Class Specialist

3.     Real Estate

        Henry Ching, Asset Class Specialist

4.     Liquid Alternatives (including multi-asset)

        John Jackson, Asset Class Specialist

2019-04-12
11:50-12:10

Investment Governance: Different Approaches to Working with Fiduciaries

Fiona Dunsire, Growth Markets Wealth Leader


2019-04-12
11:50-12:10

Investment Governance

Fiona Dunsire, Growth Markets Wealth Leader


2019-04-12
12:10-12:20

Closing Remarks
Renée McGowan, CEO, Asia

2019-04-12
12:20-14:30

Lunch and Networking


Breakfast


MC

Leo Shen, China Wealth Leader

 

Welcome and Opening

Catherine Li, CEO, China

2019 Investment Themes

Deb Clarke, Global Head of Investment Research

Garry Hawker, Global Leader, Sovereign Funds

Janet Li, Asia Wealth Leader

Jason Ma, Senior Consultant

The 'Rise of China' and What It Means for Global Investors’ Portfolios

Fei Tan, Research Specialist

Interview

Rich   Nuzum, President, Wealth
Dr. Jun Ma, Director of the Center for Finance and Development, Tsinghua National   Institute of Financial Research

Networking and Coffee Break

An "Alternative" show down

Host: Simon Coxeter, Principal, Global Business Solutions

1.     Alternative Fixed Income

        Jean de Kock, Asset Class Specialist, Fixed Income Boutique

2.     Private Equity

        Valerie Wong, Asset Class Specialist

3.     Real Estate

        Henry Ching, Asset Class Specialist

4.     Liquid Alternatives (including multi-asset)

        John Jackson, Asset Class Specialist

Investment Governance: Different Approaches to Working with Fiduciaries

Fiona Dunsire, Growth Markets Wealth Leader


Investment Governance

Fiona Dunsire, Growth Markets Wealth Leader


Closing Remarks
Renée McGowan, CEO, Asia

Lunch and Networking


Speakers
  • China Wealth LeaderLeo Shen
    Leo Shen
    China Wealth Leader
    Leo is Mercer’s China Wealth Leader, with 20+ years of comprehensive and senior experience in asset management industry.
  • CEO, ChinaCatherine Li
    Catherine Li
    CEO, China
    Catherine is the CEO of Mercer China with a demonstrated history of working in the human resources consulting industry.
  • Global Head of Investment ResearchDeb Clarke
    Deb Clarke
    Global Head of Investment Research
    Deb is a senior partner in Mercer’s Wealth business. In her role as Global Head of Investment Research, which includes responsibility for manager research and strategic research, Deb manages a group of more than 100 asset-class specialists across alternatives, fixed income, equities and real estate. She also oversees the teams responsible for strategic asset allocation, dynamic asset allocation, strategic research and responsible investing.
  • Global Leader, Sovereign FundsGarry Hawker
    Garry Hawker
    Global Leader, Sovereign Funds
    Garry’s is Mercer Sovereign Funds Global Leader, and his major clients have included the national social security funds, central banks and national reserve investment agencies of many Asian countries.
  • Asia Wealth LeaderJanet Li
    Janet Li
    Asia Wealth Leader
    Janet is the Asia Wealth Business Leader at Mercer. In her role, she leads and drives business strategy as well as manages the team across Asia. Janet has vast experience working with institutional clients (sovereigns, pension, insurance, corporate and wealth management).
  • Senior ConsultantJason Ma
    Jason Ma
    Senior Consultant
    Jason is the director of Mercer Investment Consulting. He is an experienced consultant on Asset allocation and Manager selection.
  • Principal, Manager ResearchFei Tan
    Fei Tan
    Principal, Manager Research
    Fei primarily researches Asian equity managers.
  • President, WealthRich Nuzum
    Rich Nuzum
    President, Wealth
    Rich is president of Mercer’s Wealth business. His specialty is in strategy setting for large investors. During the past 25 years, Rich has provided investment advice to clients in more than 20 countries, including more than a dozen of the world’s 100 largest institutional investors.
  • Director of the Center for Finance and Development, Tsinghua National Institute of Financial ResearchJun Ma
    Jun Ma
    Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research
    Dr. Jun Ma is Director of the Center for Finance and Development, Tsinghua National Institute of Financial Research, and has been selected as one of the best economists in Asia for many times.
  • Principal, Global Business SolutionsSimon Coxeter
    Simon Coxeter
    Principal, Global Business Solutions
    Simon is Mercer's Growth Markets Director of Strategic Research. He is a member of Mercer's Global Strategic Research Committee and the Strategic Research Group, as well as a member of Mercer's Equity Boutique, and also contributes regularly within the Hedge Fund Boutique.
  • Senior Investment Research Specialist, Fixed Income BoutiqueJean de Kock
    Jean de Kock
    Senior Investment Research Specialist, Fixed Income Boutique
    Jean is a senior associate within the Fixed Income Boutique at Mercer. He is part of the global Manager Research team responsible for carrying out research on fixed income investment managers within the Asia (ex-Japan) region.
  • Principal, Mercer Private MarketValerie Wong
    Valerie Wong
    Principal, Mercer Private Market
    Valerie is a principal with Mercer’s Wealth business in Hong Kong, and in her role as Lead Investment Management Specialist, she is responsible for investment in the private market in Asia.
  • Asia Head of Real Estate BoutiqueHenry Ching
    Henry Ching
    Asia Head of Real Estate Boutique
    Henry is a principal based in the Hong Kong office and is the Asia head of Mercer's Real Estate Boutique. He is responsible for investment consulting and research across the private and listed markets in Asia.
  • Asset Class SpecialistJohn Jackson
    John Jackson
    Asset Class Specialist
    John is a principal within Mercer’s Wealth business. He is the Global Leader of the Hedge Fund Boutique, which focuses on researching hedge funds and multi-asset strategies, developing intellectual capital and working with clients on portfolio construction.
  • Growth Markets Wealth LeaderFiona Dunsire
    Fiona Dunsire
    Growth Markets Wealth Leader
    Fiona is Mercer’s UK CEO and Growth Markets Wealth Leader. Fiona has 30 years of consulting experience across pensions, investments and business leadership.
  • CEO, AsiaRenée McGowan
    Renée McGowan
    CEO, Asia
    Renée is the Chief Executive Officer for Mercer in Asia. Throughout her 17 years at Mercer, Renée has held various senior positions, most of them directly focused on the changing global landscape of retirement savings, pension systems and investments.
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    Terms & Conditions

    Asset Manager Registration

        For the purposes of the Forum, ‘Asset Manager’ is defined as a representative from a firm that manages assets directly and pays a registration fee to attend the forum.
        You should be aware that Mercer's receipt of revenue from an asset manager will not result in any preferential treatment by Mercer when evaluating or recommending managers, their affiliates, products or strategies.
        Mercer reserves the right to decline any registrations from competitors and other potential attendees that do not match the targeted audience.
        The registration fee is RMB 1,500 (Include VAT) for each asset manager.
        By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.
        Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.
        Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.

    Cancellation and substitution

        Cancellations must be communicated in writing to claire.zhang@mercer.com.
        Cancellations received on or before 30 March 2019 are refundable in full.
        Cancellations receive after 30 March 2019 and no-shows are non-refundable.
        Substitution at no additional charge is allowed until two working days before the event. All substitutes are required to submit a revised registration form to Claire Zhang no later than two days before the event.

    Important notices

        Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.

        Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.

        You should be aware that Mercer's receipt of revenue from an investment manager will not result in any preferential treatment by Mercer when evaluating or recommending managers, their affiliates, products or strategies.
        Mercer has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.
        By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.


    For questions, please contact:
    Email:claire.zhang@mercer.com
    Tel: 021 60846524








    About Mercer

    Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer’s more than 23,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With more than 60,000 colleagues and annual revenue over $13 billion, through its market-leading companies including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. Wealth team is a global team of 1,200 professionals, including 120 research managers, has extensive expertise in research, consulting and solutions.

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