Agenda

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BBLAM

INVESTMENT FORUM
Global Market Opportunities and the Rise of Asia

AGENDA

08.30 – 09.00	Registration and Refreshments
09.10 – 09.30	Keynote Speaker Mrs. Voravan Tarapoom Chairman of Executive Board, BBL Asset Management
9.40 – 10.00	Navigating Investment Opportunities Using Economic Data Ms. Mingkwan Thongpruksa, PhD Chief Economist, Fund Management Group, BBL Asset Management
10.10 – 10.40	Opportunities in The Global Fixed Income Market, The Search for Yield Continues… Ms. Ecaterina BIGOS CIO, Core Investment, Asia ex-Japan, AXA Investment Managers
10.50 – 11.20	Japanese Equities: Growth or Value trap? Mr. Yuichi Murao, CFA Chief Investment Officer, Equities, Nomura Asset Management Tokyo
11.30 – 12.00	Reviving Asia: Poised to Capture Growth Opportunities Mr. John Pellegry Product Director, Invesco
12.00* – 13.00	Traditional Thai Puppet Show: การแสดงของนาฏยศาลาหุ่นละครเล็ก
13.00 – 13.20	Undiscovering the Hidden Gems in the ASEAN Markets with BBLAM Mr. Jeff Suteesopon Vice President, Fund Management Group, BBL Asset Management Mr. Maetha Peeravud Vice President, Fund Management Group, BBL Asset Management
13.30 – 14.00	China Outlook: Ready, Set, Grow! Ms. Sarah Lien Senior Product Specialist, Allianz Global Investors
14.10 – 14.40	Global Technology Stocks: The Case for Active Management Mr. Kiattipoom Thirapatsakun Intermediary Sales, South East Asia, Fidelity International
14.50 – 15.20	Private Equities and Opportunities in Asia Tech Mr. Brian Yeong Vice President and Investment Specialist, Wellington Management Mr. Samuel Hui, CFA Managing Director, Wealth Business, Client Group APAC, Wellington Management
15.30 – 15.50	Ideas for Investing and Portfolio Allocation in 2023 Mr. Danai Aroonkittichai Assistant Managing Director, Fund Management Group, BBL Asset Management Ms. Martina Watcharawaratorn, CFA Head of Investment Strategy, Fund Management Group, BBL Asset Management
16.00 – 17.00	Refreshments & Networking Selection of Single Malts, Sake and Wines to unwind the evening

* Lunch will be served during the discussion. Chinese dishes from Michelin-star restaurant