7th Annual Hong Kong Investors Forum
Hong Kong | October 8, 2026
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Experience the 7th Hong Kong Investors Forum 2026 on October 8, 2026, a high-level gathering of institutional investors, asset allocators, and private wealth leaders shaping Asia’s financial future.
Dive into expert-led discussions on alternative investments, market volatility, ESG strategies, and portfolio diversification in the evolving global economy.
Connect with top fund managers, family offices, and investment decision-makers to explore cutting-edge opportunities.
Register now to secure your place at this exclusive event in Hong Kong!
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OUR SPEAKERS
Series Speakers

Alaric Lau
CMB Wing Lung Insurance
Chief Investment Officer
Alaric is the Chief Investment Officer at CMB Wing Lung Insurance, overseeing investment strategy, asset allocation, portfolio performance, and risk management. Previously, he served as CEO of CMB Wing Lung Asset Management. His investment career spans roles at Westpac, Acacia Capital, Nomura Securities, Lehman Brothers, and J.P. Morgan, covering multiple asset classes. With extensive experience across global financial institutions.

Christian Choi
Ageas
Regional Director, ALM, Investment & Capital Management
Christian is the Regional Head of ALM, Investment & Capital Management for Asia at Ageas. He used to manage the balance sheet assets of approx. AUD 6 billion for Zurich Australia. Prior to this, he was the CIO of the Emerging Market countries for MetLife Asia Investment in 2011 as the CIO of HK to manage the asset for HK entity, he moved to the regional office in MetLife in 2014 and headed up the 6 emerging market countries for MetLife in Asia as the Emerging Market CIO. The emerging countries are including Australia, HK, Malaysia, Vietnam, Bangladesh and Nepal. He has been managing Insurance assets for over 10 years and been in the investment management industry for 23 years.

Dennis Luk
YF Life
Chief Investment Officer
Dennis is the Chief Investment Officer at YF Life, overseeing strategic and tactical asset allocation, portfolio management, and hedging across fixed income, equities, and alternatives. He introduced an end -to-end investment system to enhance performance and risk efficiency. He also supports internal teams on investment and hedging strategies, contributing to insurance product design, capital optimization, and solvency management across internal and external mandates.

Sam Morgan
AIA Hong Kong and Macau
Chief Investment Officer
Sam Morgan is the Chief Investment Officer of AIA Hong Kong and Macau being responsible for the both the investment and ALM activities of the general account business. He oversees the strategic and tactical asset allocations process, the hedging needs of the business including the associated collateral and cash management, and oversees the performance of our internal and external managers. Sam has over 20 years’ experience in the insurance business having worked in Hong Kong, Paris, London and Sydney.
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Our Sponsors
Series Sponsors

CSOP Asset Management
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.

HSBC Asset Management
HSBC Asset Management (HSBC AM) is a major global asset management firm managing assets totalling USD820 billion as of 31 July 2025, with well-established businesses in Europe, Asia-Pacific, Americas and the Middle East. We are the asset management division of, and wholly-owned by HSBC Holdings plc (HSBC Group), one of the largest financial services organisations in the world. Our investment capabilities span across different asset classes - equities, fixed income, multi-asset, liquidity and alternatives. HSBC Asset Management is well placed to provide a globally-consistent, disciplined investment process across our capabilities, drawing on the local knowledge and extensive expertise of our team of over 680 investment professionals across 20 locations around the world.
For more details, please visit http://www.assetmanagement.hsbc.com.hk

Leadenhall
Leadenhall Capital Partners is a global investment manager specialising in Insurance Linked Strategies (ILS), with $4.5bn AUM and a 17-year track record. Our funds provide access to insurance risks with low correlation to traditional markets, offering attractive return potential and diversification. We offer strategies across the risk/return spectrum, including blended Private ILS and Cat Bond funds, as well as dedicated Cat Bond funds.

Morningstar
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.

P/E Investments
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.
Key Discussion Topics
MANEUVERING THE MACRO
Asset Owners are currently confronted by several challenges including the thread of high inflation and interest rates, growth in labour costs and high energy prices, geopolitical risk, and the potential for an economic slowdown.
PRIVATE MARKETS INVESTMENTS - TIME TO SHINE
The role of private assets in a portfolio is becoming more important than ever.
FIXED INCOME: CHALLENGES, OPPORTUNITES AND WHAT TO EXPECT
After a decade of yields and spreads at near historic lows, bond yields, driven by rising rates, are rebounding.
REAL ASSETS & IMPACT INVESTING — INFRASTRUCTURE, ENERGY, ESG & GOVERNANCE
Asset owners to explore how real assets (infrastructure, real estate, energy, commodities) and ESG/impact frameworks can work in tandem to deliver both financial stability and purpose-driven outcomes—especially during global uncertainty and subdued deal activity.
THE EQUITY EQUATION: EVALUATING IMPACT ON PORTFOLIOS
Global investment markets are in an era of extreme volatility, leaving investors searching for new ways to achieve the same portfolio objectives.
CIO ROUNDTBALE PORTFOLIO CONSTRUCTION
The event’s closing panel discussion will gather CIOs from insurance company, regional private bank, family office, and HNW wealth management firm to discuss the megatrends facing the industry.
Registration
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
Tickets
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