The 5th Annual Hong Kong Investors 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.
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KEYNOTE SPEAKERS
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Guneet Banga, Co-Founder and Managing Partner, Parinama Group, Executive Director, The Caravel Group Guneet Banga is Co-Founder and Managing Partner of the Parinama Group, an Indian entity focused on sustainability and climate change tech development, ecosystem building and strategic advisory. Parinama aims to bring to market high-ESG impact climate technologies utilising India’s intrinsic strengths, and then scale and syndicate solutions to other developing countries. Parinama will play a central role in establishing and expanding the Indian Climate Impact Investing Tech Ecosystem announced late last year at CITIS. Separately, Mr Banga has been an Executive Director of The Caravel Group, a global maritime, commodities and asset management conglomerate, since its inception in 2012. Through this role he has focused on increasing the Group’s involvement in sustainability, climate change and impact investing. He runs Caravel Sustainable Investments, which invests in public and private markets through equities, ETFs, thematic baskets, and fixed income via green and blue bond baskets and single issuer instruments. Prior to his time at The Caravel Group with his family, Guneet was a Vice President in the Capital Markets Origination division with Citi, where he was responsible for primary equity and equity-linked origination and execution from India, South Korea and Southeast Asian markets. Driven to raise awareness and support practical actions to address sustainability issues, Mr Banga is an active public speaker and serves on the Board of the Sustainable Finance Initiative in Hong Kong and numerous working groups within the Global Impact Investing Network and the Indian Impact Investing Council. He is a World Economic Forum Impact Circle member and thrives in engaging with fellow corporate leaders and philanthropists as part of the collective call for action on climate change and the environment. Mr Banga also devotes his time as a Board member for the Zubin Foundation, a Hong Kong-based think tank and charity committed to improving the lives of Hong Kong’s ethnic minority community. Mr Banga has an MBA in Finance and Strategic Management from the Wharton School at the University of Pennsylvania. He also has an AB in Economics and Certificate in East Asian Studies and Finance from Princeton University, where he is a member of its President’s Circle giving society. In terms of sustainability credentials, Mr Banga holds GRI and PRI professional sustainability certifications and has completed the ESG Specialization Program from the Corporate Finance Initiative. He has received numerous certifications in ESG, impact investing and sustainability from Cambridge, Harvard and other leading universities.
Follow Mr Banga on LinkedIn here. |
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
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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
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird I | 1,500 USD | 01/09/24 |
| Early Bird II - Managers & Service Providers | 1,900 USD | 03/15/24 |
| Pre-Event Registration I - Managers & Service Providers | 2,200 USD | 05/17/24 |
| Pre-Event Registration II - Managers & Service Providers | 2,600 USD | 07/26/24 |
| Event Registration - Managers & Service Providers | 3,000 USD | 10/15/24 |
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