Event Profile

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Global wealth management has been a key segment for international investment. While the allocation of alternative investments has increased consistently in the last decades and are expected to become a main stream in the future to come, uncertainty has also increased tremendously in the last few months given the rising tensions among the major economies of the world. This seminar aims to help shed light for the future of the wealth management in Hong Kong and beyond and showcase the latest development as well as the benefits of alternatives in the global asset allocation.

Keynote Speeches:

• Mr Jason Fong, Global Head, Family Office, Invest Hong Kong, HKSAR Government
• Prof. Zhiwu CHEN, Finance, Chair Professor of Finance
  Cheng Yu-Tung Professor in Finance
  Director, Centre for Quantitative History
  Director, Hong Kong Institute for Humanities and Social Sciences
  HKU Council Member

Panellists:

• Marco Lim, Director, Digital Assets, Solomon Private Wealth
• Jacob Rumball, Managing Director, Private Credit, Oreana Investments
• Yingwen Chin, CAIA, CAIA Greater China Deputy Chapter Head, Partner, Albourne Partners
• Theresa Han, CFA, CAIA, CAIA Greater China Chapter Executive, Managing Director, GCM Grosvenor

Moderator: Will Wang, CAIA, CFA, CMT, CAIA Greater China Chapter Head, Head of Hong Kong & Strategic Partnership Asia, Managing Director, VP Wealth Management (Hong Kong) Ltd

Biographies here

Agenda
18:00 Registration & Networking
18:30 Opening Remarks: Nick Pollard, Managing Director, Asia Pacific, CAIA Association (Zoom starts)
18:35 Keynote Speeches
19:05 Panel Discussion
20:05 Networking Drinks (Zoom ends)
20:30 Session Ends

Drinks and Canapés to be provided.

The in-person event will last approx. 2.5 hours while the live streaming on Zoom will take approx 1.5 hours.