Curating winning client portfolios following a challenging 2022

Yifei Li of Alta

Mar 29, 2023

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  • What are the opportunities and challenges for the year ahead?
  • How are you managing risk in 2023? Is it time to take on more risk?
  • What's your favourite asset class now?
  • How are you generating income for clients?
  • What's your view on alternative investments? Digital assets? Private Markets?
  • How do you choose the right investment partners?
  • How can you consistently deliver performance and differentiate your offering?

Chair

Yifei Li  
Managing Director, Institutional Sales
Alta

Panel Members

Caesar Antonino Ordonez
Head of Investments, Private Banking Group
UnionBank of the Philippines

Michael Gerard D. Enriquez
President and CIO
Sun Life Investment Management and Trust Corporation

Rex Mendoza
Chairman
Rampver Financials

Jason Gibbons
Investment Director, Asia
Leo Wealth

Gautam Sharma
Senior Vice President and Retail Bank Sales Network Head
UnionBank of the Philippines

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