6th Annual Hong Kong Investors Forum

P/E Investments LLC has US$19.5 billion under management, all in liquid, public market investments. $17.8 billion is for institutional investors in Asia and globally, and $1.7 billion is for family offices and private wealth. We run successful absolute return strategies that deliver equity-like returns, zero correlation to Equities and Bonds, and daily dealing. We are rated and used by the global investment consultants. Our core product has a 21-year track record, since 2003, and the firm was founded in 1995. We are headquartered in Boston, with offices in Singapore, Melbourne, Tokyo and London. Our clients include single family offices, private wealth managers, endowments, pensions and sovereign funds. All our strategies offer a high degree of transparency and daily dealing.

CSOP Asset Management Limited (“CSOP”) was established in Hong Kong in January 2008 as the first offshore subsidiary established by one of the largest Chinese asset management companies. The parent company leads China’s asset management industry in AUM, accumulated returns, and dividends of mutual funds#. As a dedicated homegrown ETF issuer and without any first mover advantage, CSOP has managed to become a leading ETF manager in Hong Kong market by building a healthy ETF Ecosystem. As of 31 Jan 2025, the total AUM of CSOP exceeded US$ 23 billion.

Leadenhall Capital Partners is an asset management company active in life and non life insurance linked investments. Leadenhall currently manages a range of open and closed ended funds and managed accounts. Leadenhall is a joint venture between MSI, one of the largest financial services groups in Japan, and 10 partners. Headquartered in London, Leadenhall has offices in the United States and in Bermuda and is regulated as an asset management company by the U.K. FCA and by the US SEC.

Manulife Investment Management is the asset management arm of Manulife Financial Corporation (Manulife). We draw on more than a century of financial stewardship to serve the investment and retirement needs of individuals, institutions, and retirement plan members. Our leading capabilities in equity, fixed income, and private market investments are strengthened by an investment footprint that spans 20 geographies worldwide. To learn more, please visit our website to see our latest whitepapers:

Principal Financial Group, offers asset management, retirement services, and insurance solutions to institutional clients, businesses, and individuals worldwide. Meeting the needs of our more than 62 million customers who rely on our expertise in retirement, insurance, and asset management. Attracting, developing, and retaining a global workforce of nearly 20,000 employees located in offices across 27 nations and territories. Giving back to the communities where our employees live and work, supporting programs that help people learn more, earn more, and save more. Founded in 1879 and a member of the Fortune 500®, we deliver value for our shareholders, who have placed their trust in us.

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience and US$1.6 trillion* in assets under management, we provide investment solutions and a broad range of equity, fixed income, multi-asset and alternatives capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

*As of Jun 2024. Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

Talaria aims to deliver attractive risk adjusted global equity returns for its investors. For more than 16 years its strategy has provided a rare combination of volatility enhanced, active, bottom-up value resulting in a fund that is liquid, transparent and a true diversifier. The approach has three proven outcomes: an additional source of returns. lower drawdowns, and lower volatility. As a privately owned asset manager, Talaria’s interests are aligned with its investors on behalf of whom it currently manages USD 1.6 billion..

At Mercer, our DNA is investment advice and for more than 50 years we have looked beyond any individual house view across the global investment universe to bring unique perspectives to portfolios - throughout research, advice and solutions. As a partner to your investment portfolio, you can trust that we’ll assess suitable opportunities to build portfolios designed to deliver your investment objectives, based on what matters to you most. Our expertise lies in intellectual capital and generating ideas for long-term investment. We observe markets carefully and select the managers who we believe to be the best at navigating them, with our strategists working with our decision-makers to shift client portfolios either towards an opportunity or away from danger. Using this process, and with support from our world-class research team, we have grown to be the largest investment solutions provider by assets in the world*, managing more than $617bn. As defined in CIO magazine’s 2024 Outsourced CIO Buyer’s Guide Survey, worldwide discretionary AUM as of 31.12.2023 as reported by each firm to ai-CIO. Mercer, 31 December 2024. Please see here for more details on our AUM.

Morningstar, Inc. provides independent investment insights
across North America, Europe, Australia, and Asia. They offer an extensive
range of products and solutions for individual and institutional investors in
public and private capital markets, financial advisors and wealth managers,
asset managers, retirement plan providers and sponsors, and issuers of
fixed-income securities. Morningstar delivers data and research on investment
products, public companies, private markets, debt securities, and global market
data. The company operates in 32 countries.

PCG is a real estate investment manager focused on hospitality and residential opportunities in Japan with offices in Tokyo and Singapore. Founded by Ken Chan, 19-year GIC veteran and formerly GIC’s Country Head of Japan who oversaw the sovereign wealth fund’s real estate investment portfolio in Japan, PCG has exceptional off-market deal sourcing capabilities (including trophy assets), access to Japanese banks and operates as a de facto Japanese real estate investment fund manager in Japan.

Acadian Asset Management is a global systematic investment manager headquartered in Boston, with affiliates in London, Singapore, and Sydney. Established in 1986, the firm is recognized as a pioneer in the field of systematic investing. Acadian’s Singapore office opened in 1999 – their first international presence, signifying a commitment to the country and region. As of December 31, 2024, Acadian managed US$117 billion in assets for investors worldwide. Acadian is privileged to partner with 6 of the world’s 20 largest asset owners and 27 of the top 50 U.S. retirement plans. Flagship strategies include Global, Emerging Markets & International (Global ex-US) equities across various tracking error targets and market capitalizations, and available in long-only or extensions (130/30).

AQUIS Capital AG, a Swiss-licensed specialized multi-asset management boutique, specialising in Hedge Funds and Emerging Asia. Providing expertise across various strategies and asset classes, it manages the worldwide famous Lumen Vietnam Fund. The Lumen Vietnam Fund, investing in Vietnamese listed equities, boasts top-quartile performance for over a decade. Our hedge fund solutions offer compelling opportunities, diversification, and risk management. AQUIS Capital AG, 100% independent, prioritizes client solutions with its dedicated team of industry entrepreneurs leveraging extensive experience.

Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors. As of April 1, 2025, Golub Capital had over 1,000 employees and over $75 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the Middle East. For more information, please visit golubcapital.com.

Must Asset Management is a South Korea–based boutique investment management firm that emphasizes disciplined, long-term investing and fundamental research. The firm focuses on intrinsic value and seeks to deliver sustainable returns through deep analysis, selective investments, and a concentrated portfolio strategy. Must positions itself as a high-conviction investor and prides itself on transparency, independence, and alignment with client interests.

At Columbia Threadneedle Investments, we provide a broad array of investment strategies for individual and institutional investors — including pension funds, Taft-Hartley plans, defined contribution plans, endowments, and foundations. Our clients rely on us as a leading global asset manager to help pursue positive outcomes for the individuals they serve; together they entrust us with $652 billion. We’re investing smarter for the world our clients want.

MA Financial Group is a global alternative asset manager specialising in private credit, core and operating real estate, hospitality, private equity and venture capital as well as traditional asset classes. We lend to property, corporate and specialty finance sectors and provide corporate advice. Our investment teams have diverse skill sets and experience across a range of strategies and market conditions and are focused on delivering long-term growth. We have deep expertise in private credit and non-bank lending and deliver investors defensive private credit solutions prioritising downside capital protection while generating resilient returns. Our conviction runs deep and as testament to this we co-invest in many of our strategies alongside our clients, aligning our interests with theirs. We have over 700 professionals across locations in Australia, China, Hong Kong, Japan, New Zealand, Singapore and the United States.

Magellan Financial Group focuses on investing in the world’s best global equites and global infrastructure companies for long-term growth potential and compounding opportunities. Founded in 2006 and headquartered in Australia, we are an active asset manager specialising in global equity and infrastructure strategies. We search the world for high-quality companies that we believe have a sustainable competitive advantage and will compound returns over the long-term.

Nasdaq eVestment™ brings transparency and efficiency to the global institutional market, equipping managers, asset owners and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.