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Asia Summit 2023

The Brewing Storm: Navigating the Shifting Capital Markets Landscape (Invite only)

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The rapid shift from low to high interest rates, coupled with vulnerabilities exposed in certain banks, has raised concerns about broader implications for the capital market. This panel aims to gather non-consensus views about financial markets and macroeconomic trends, offer unique insights into the global capital markets, and explore how these developments may shape investment potential in various geographies. Key questions to be addressed include: How are global investment practitioners reevaluating their capital structures to navigate potential future waves? How are financial and technology industries adapting and reshaping their strategies to ensure resilience in the face of evolving challenges? And how are fund managers adjusting their asset allocations and investment strategies in response to the evolving macroeconomic landscape?

    Moderator

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    Jared Carney

    Founder and CEO, Lightdale LLC

    Speakers

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    Harshal Chaudhari

    President and Chief Investment Officer, GE Investment Management
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    Ken Ota

    Chief Investment Officer, Mitsui & Co. Pension Fund
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    Thomas Park

    Co-CEO, Mirae Asset Global Investments
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    Hazman Hilmi Sallahuddin

    Chief Investment Officer, Kumpulan Wang Persaraan
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    Kathy Sutherland

    Partner and CEO, GoldenTree Asset Management LP