5th Annual Asia Hong Kong Investors Forum 2024 - Hong Kong | Markets Group | 14 October 2024 | The St. Regis, 1號 Harbour Dr, Wan Chai, Hong Kong

This forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise. The forum is specially designed to bring together investment officers, board members, and trustees representing Hong Kong institutional and private wealth investment community.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional institutional ad private wealth community.

Key Discussion Topics
Maneuvering the Macro:
• Learn how investors should navigate their global alternatives portfolios through major economic change

Accessing the Best of Private Markets:
• Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets

Liquid vs Illiquid Alternative Investments: Unraveling Opportunities and Challenges:
• Exploring how investors can balance their portfolio with liquid and illiquid exposure

The Outlook on Real Estate:
• How should investors approach capital market volatility in real estate allocations

Fixed Income: Challenges, Opportunities and What to Expect:
• With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play

The Equity Equation: Evaluating Impact on Portfolios:
• How should investors balance their domestic vs global equities

ESG, Governance and Wealth Management Trends:
• Look into the latest asset allocation trends and what business practices to take notes on

Emerging Markets in A Time of Profound Global Change:
• Discuss how has the sentiment towards emerging markets been impacted, which regions, strategies and approaches will provide the best results for the objectives

CIO Roundtable Portfolio Construction:
• Exploring how investors can build on investment function that is equipped to deal with long-term volatility

2024 Speakers

KEYNOTE SPEAKER:

Guneet Banga
Co-Founder and Managing Partner, Parinama Group, Executive Director, The Caravel Group

SPEAKERS:

Keith Wong
Chief Executive, Winland Wealth Management

Kevin Liem
Treasurer, Hong Kong Baptist University

Belle Liang
Chief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank

Christophe Lee
Managing Director, Sun Hung Kai & Co.

Christian Choi
Regional Director, ALM, Investment & Capital Management, Ageas

Mary Chiu
Co-Founder, Blackhorn Wealth Management

Dennis Luk
Chief Investment Officer, YF Life

Angelina Lai
Chief Investment Officer, Asia, St. James’s Place

Jack Siu
Head of Discretionary Portfolio Management, Asia, Lombard Odier

Courtney Wei
Deputy General Manager – Investment, China Life Insurance (Overseas) Company

Kate Leung
Director, Exchange Fund Investment Office, Hong Kong Monetary Authority

Jaye Chiu
Regional Head of Private Banking, Bank of East Asia

Mohd Sedek Bin Jantan
Head of Investment Research, UOB Kay Hian Wealth Advisors

Alaric Lau
Chief Investment Officer, CMB Wing Lung Insurance

Stephen Pau
Chief Investment Officer, Hefeng Family Office

Ann Cooley
Founder, Pacific Hawk

Aissa Touahria
Group Chief Investment Officer, Power International Holding

Gregory Mirabaud
Founding Partner, Synaptic Partner

2024 Sponsors

LEAD SPONSOR:
• Talaria Capital

PLATINUM SPONSORS:
• FCCapital
• Invesco
• Manulife Investment Management
• P/E Investments
• T.Rowe Price

GOLD SPONSORS:
• Alger
• Redwheel

SILVER SPONSORS:
• ClearBridge
• Deerpath Capital
• Edelman Smithfield
• Golub Capital
• Kawa
• Lexington Partners
• Mingshi
• Nasdaq
• Seychelles Investment Board
• Virtus Investment Partners

NETWORKING SPONSORS:
• Aquis Capital
• Macrobond
• MSCI
• RBC Bluebay Asset Management
• Sumitomo Mitsui DS Asset Management
• WTW