ALTSHK is developed as a local, investor-centric, and education-focused forum co-hosted by CAIA Association and supported by our Partner, CFA Society Hong Kong. This one day event being held at The Ritz Carlton Hong Kong provides participants with a program that features leaders from the fields of private equity, venture capital, real estate, hedge funds, cryptocurrency, artificial intelligence, and other sectors of the alternative investment industry.
ALTSHK has been developed for:
ALTSHK provides your company with an opportunity to market your brand and services to a highly engaged group of institutional investors, allocators, family offices, and financial advisors who are actively involved in alternative investments.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
Joseph Chan, Under Secretary, Financial Services and the Treasury Bureau, The Government of Hong Kong SAR
Mr Chan was appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017. Mr Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank. Prior to joining the Government, Mr Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce. Mr Chan was also a member of the Central & Western District Council. Mr Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.
Adrian Zuercher, Head Global Asset Allocation and Co-Head Global Investment Management APAC, UBS
Adrian Zuercher is Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee, which defines the UBS CIO house-view. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management, and product development. Adrian oversees regional discretionary and advisory mandates, investment and alternatives funds, sustainable investing, and the wealth planning offering. Before joining UBS,Adrian was Head of Multi Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in HongKong and Zurich, where he was responsible for multi assetclassportfolios as well as advising sovereign wealth funds and other institutional investors on asset alloc ation.Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F.van Lanschot Bankiers. Adrian holds an MSc in finance and economics from the University of Bernandisa CFA charterholder.
Richard Chan Chief Investment Officer AXA Hong Kong and Macau
John Bowman CFA, Executive Vice President CAIA Association
Shiuan Ting Van Vuuren Chief Investment Officer Sun Life
Jonathan Larsen Group Chief Innovation Officer, Chariman and CEO Ping An Group and Ping An Global Voyager
Roman Novozhilov Head of ESG New Development Bank
Grace Tam Chief Investment Advisor, Hong Kong, Managing Director BNP Paribas Wealth Management
Amit Sachdeva Head of Asia Co-Investments AlpInvest Partners Ltd.
Colin Chau Chief Investment Officer Plutus Asset Management (Multi-Family Office)
Jayne Bok Head of Investments, Asia WTW
William Chow Deputy Group Chief Executive Officer Raffles Family Office
Pamela Fung Executive Director, Head of Asia Pacific Morgan Stanley Alternative Investment Partners
Joseph Chan Managing Director, Principal – Investments Gaw Capital Partners
Helen Zhu Managing Director & Chief Investment Officer Nan Fung Trinity (Single-Family Office)
Liang Yin Director Private Equity Investments WTW
Joanne Murphy Managing Director, Asia Pacific CAIA Association
Aleksey Mironenko Global Head of Investment Solutions Leo Wealth
Kevin Liem Managing Director Masan Capital (Multi-Family Office)
Bert Kwan Head of Private Equity Silverhorn Investment Advisors
Sabrina Du CFA CESGA, Alternative Investment Lead AXA
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
NEXT BEST MOVE IN ALTERNATIVES
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
HEDGE FUND INVESTMENT STRATEGIES
Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
INSTITUTIONAL PORTFOLIO CONSTRUCTION
Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
MACROECONOMICS & GLOBAL TRENDS
Comparing and contrasting global macro conditions and investment performance.
GROWING OPPORTUNITIES IN PRIVATE DEBT
Asset owners aim to get in on the opportunities in private debt and credit and are increasingly looking at impact investing as an alternative.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|