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Masterclass 1: The Macroeconomic & Equity Market Implications of Artificial Intelligence for Asia in a Global Context

As the infrastructure buildout and adoption of Artificial Intelligence (AI) gain momentum, questions arise as to the macroeconomic and equity market implications of this General Purpose Technology. How could growth and labor markets, inflation, interest rates, inequality and government balance sheets be affected, especially in Asia? Which countries stand to benefit, and why? Equity markets globally have already responded, favoring companies that provide or operate the underlying AI infrastructure, pushing valuations of some stocks to potentially “bubbly” levels. Will markets eventually transition towards rewarding AI adopters, and if so, what sectors might outperform? This masterclass is designed to equip senior investment professionals and board members with a comprehensive understanding of potential macroeconomic effects of the adoption of AI, as well as of the public equity market impact at the overall index and industry levels. The discussion material will be grounded in the latest academic literature, as well as market research by brokers, funds and others.

Masterclass 2: ETF - Tools for Modern Asset Management

The global ETF market has surged past USD 18 trillion, reshaping how investors access markets, manage portfolios, and express investment views. In this Masterclass, industry experts will unpack what’s driving this phenomenal growth, explore the evolving dynamics between active and passive investing, and examine how Factors and Thematic strategies are redefining indices.

Whether you represent a sovereign wealth fund, pension fund, insurer, private bank, or asset manager, this session will equip you with the knowledge to navigate today’s sophisticated ETF landscape with confidence.

Masterclass 3: Retirement Reimagined: Multi-Asset Strategies for a Longer Life

As Asia’s investor base matures and longevity reshapes financial planning, retirement investing is no longer a niche; it’s a critical pillar of wealth management. This masterclass explores how multi-asset solutions can address the dual challenges of accumulation and decumulation, delivering resilient outcomes for individuals and institutions.

Participants will gain insights into:

• Why retirement changes everything: Why rising life expectancy and behavioral biases demand innovative approaches beyond traditionally available investment products.
• Make the right choice when planning for retirement: How can investors navigate the Paradox of Choice and why is financial advice essential.
• Exploring multi-asset frameworks for optimal outcomes: Considerations in structuring solutions to meet evolving investor needs.

Masterclass 6: Building a Performance Book of Record: Solving Measurement & Attribution Challenges for Asset Owners

Asset owners across Asia-Pacific are navigating an increasingly complex investment environment, where achieving transparency, aligning stakeholders, and measuring true value creation have become strategic imperatives. This masterclass explores why establishing a robust Performance Book of Record (PBOR) is foundational for modern investment governance, highlighting the operational, data, and technological challenges that asset owners face in building and maintaining one.

Participants will gain insights into contemporary Performance and Attribution Measurement practices, including methodologies for identifying sources of return and risk across multi-asset and multi-currency portfolios. Drawing on real-world engagements across APAC, Ortec Finance will share how they are supporting asset owners in overcoming fragmentation, enhancing data quality, and improving performance analytics to enable better decision-making and stakeholder reporting.

This session aims to equip asset owners, CIOs, performance teams, and risk professionals with practical frameworks and proven approaches to elevate performance measurement capabilities in a rapidly evolving investment landscape.