AsianInvestor hosted its Thailand Investment Briefing in Bangkok on March 15.
The half-day event brought together a select group of asset owners and other high-profile investors.
The discussion panels boasted distinguished speakers such as Man Juttijudata, chief investment strategy officer of Thailand’s Government Pension Fund (GPF), who explained what the fund invested in through a turbulent 2022 and the strategy it employed to protect and grow its portfolio.
GPF chose to invest in commodities like oil and real assets like private equity, infrastructure and real estate as a tactical asset allocation in a bid to hedge the effects of inflation in 2022, Juttijudata said.
Shiraz Poonavala, investment director of G.P. Group, a Thai single-family office, revealed the entity is more bullish on private market investments than public markets, although liquidity levels are lower and must be considered.
Family offices’ liquidity needs are typically relatively low as their goal is to manage portfolios primarily to pass on wealth to future generations, Poonavala said on a panel discussion.
Other high-profile speakers included Ratchanee Wattanawisitporn, executive director in the international affairs division at the Thailand Board of Investment; Thanavut Pornrojnangkul, CIO at Bangkok Capital Asset Management; and Martina Watcharawaratorn, head of investment strategy - fund management at BBL Asset Management.
To see the photos of the day's highlights, click here.