Event Profile

CAIA Association Exclusive Interview with Howard Marks, Co-Chairman, Oaktree - Singapore

Date(s):
November 3, 2017
Note:
All times listed are in local time
Venue:
Mochtar Riady Auditorium
Singapore Management University
Level 5, Administration Building
81 Victoria Street
Singapore, 188065 
Fee(s):
Free Event
Description:
CAIA Association Educational Event with Special Guest; Howard Marks, Co-Chairman, Oaktree
 
The CAIA Association is pleased to invite you to an exclusive interview with Howard Marks, Co-Chairman, Oaktree.

You may register now to secure your participation.
 
Light snacks and drinks will be provided by the CAIA Association and Oaktree. 
 
Opening Remarks 
David Bennett
Head of Distribution
Vantage Point Asset Management
CAIA Singapore Chapter Executive 

Interviewer
Adelene Tan
Former GIC

Guest Speaker:
Howard Marks
Co-Chairman
Oaktree
 
Agenda
4:00 PM Registration
4:15 PM Interview with Howard Marks
5:15 PM Networking
 
This event is jointly hosted by :

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Mochtar Riady Auditorium
David Bennett
Organization: Vantage Point Asset Management
Speaker Type: Moderator


David is a founding member of Singapore-based Vantage Point Asset Management, a global macro-focused alternative asset manager. Prior to joining Vantage Point AM, David was Henderson Global Investor’s Director of Institutional Sales, Asia. Previously, David was responsible for Barclays Prime Service’s Capital Solutions efforts in Asia. While with the Hana Financial Group in Seoul, David established an advisory team that worked with a number of Korean institutional investors on allocating to a range of alternative investments, and was also responsible for the launch of a Korea-focused asset management concern, HFG Investments. David is a CAIA designee, a graduate of Occidental College (1995) and a graduate of Yonsei Graduate School of International Studies (2000).


Howard Marks
Job Title: Co-Chairman
Organization: Oaktree Capital Management
Speaker Type: Keynote


Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is a member of the Investment Committees of the Metropolitan Museum of Art and the Edmond J. Safra Foundation; a Trustee of the Metropolitan Museum; Chairman of the Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania (where from 2000 to 2010 he chaired the Investment Board).


Adelene Tan
Speaker Type: Moderator


Adelene Tan joined the Government of Singapore Investment Corporation (GIC) in June 1990 after her graduation from the National University of Singapore. She started as a portfolio manager for the money market and liquidity portfolio, and was made head of the team in 1996, where her portfolio responsibilities were expanded to include the management of a global bond portfolio. In 2001, she set up the Alternative Investment Unit to study and recommend GIC’s implementation plan for Marketable Alternatives (Hedge Funds) as an asset class. In 1 Feb of 2007, Adelene assumed the role of Acting Director of the Foreign Exchange Department, which encompasses the corporate treasury functions as well as the management of the foreign exchange and commodity exposure for GIC. In 2008, she became the Director of the External Managers Department, which overseas the sourcing of external fund managers in the traditional as well as alternatives space. She was made a Managing Director in 2008. Adelene holds a degree in Social Sciences (Economics) with honours from the National University of Singapore. She has been a CFA Charter holder since 1993, and has passed the exams required for the CAIA Charter. In June 2012, Adelene retired from the GIC, having spent 22 years at the company. She currently serves as a member of the Investment Committee for the Ministry of Health Holdings, the Singapore Labour Foundation (SLF) as well as the Trinity Theological College. She also sits on the Board of Directors of SLF and a few asset management companies.