The Private Wealth Hong Kong Forum is the region's leading
conference for family offices, high net worth wealth managers, and private
banks from throughout the region and one of the flagship meetings of our global
private wealth series. The forum’s content was developed through hundreds of
one-on-one meetings with the high net worth family wealth management community
and the program's speaker faculty is primarily comprised of leaders in the
sector from across Hong Kong.
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 has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
KEYNOTE SPEAKERS
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Poman Lo, Vice Chairman and Managing Director, Century City Holdings Limited and Regal Hotels International Ms. Poman Lo is the Founder of the Institute of Sustainability and Technology, Founder & Managing Partner, AlphaTrio Capital, and also the Vice Chairman and Managing Director of Century City Holdings Limited and Regal Hotels International. Poman serves as an Adjunct Professor teaching sustainable business management at The Hong Kong University of Science and Technology. She founded the non-profit Institute of Sustainability and Technology with a mission to nurture the next generation of ESG talent through executive education and advance the sustainability agenda through interdisciplinary research and community events. Poman is the Founder and Managing Partner of AlphaTrio Capital, an Asia-focused sustainable technology fund that empowers innovative solutions for the world's most pressing environmental and social challenges. To promote decarbonization in business and consumer communities via a collaborative ecosystem, she launched MetaGreen, the world's first green metropolis in the metaverse. To foster holistic well-being and positive values in children and youths, Poman established Bodhi Love Foundation to provide mindfulness-based training to educators and parents through its SEED (social emotional ethical development) program. Poman is the only person in Hong Kong history to receive both the “Outstanding Young Person of the World Award” and the “Hong Kong Outstanding Students Award”. She is also the first and only female Asian recipient of the “Oslo Business for Peace Award” by the Business for Peace Foundation in Norway, selected by an independent committee of Nobel Prize Laureates in Peace and Economics. |
SPEAKERS
Chun-Lai Wu Head Asia Asset Allocation, Chief Investment Office UBS Global Wealth Management
Benjamin Rudd Chief Executive Officer Prudential Wealth Management HK
Mathieu Forcioli Global and Asia-Pacific Head of Alternatives, Global Private Banking and Wealth HSBC
Angelina Lai Chief Investment Officer, Asia St. James’s Place
Martin W. Hennecke Head of Asia Investment Advisory St. James’s Place
Michelle Shi Managing Director, Head of Alternative Investments APAC, CIO Global Investment Management UBS Global Wealth Management
Elsy Li Chief Operating Officer Peterson Group
Catherine Shiang Managing Director Asia Capital Advisor
Grace Tam Chief Investment Advisor, Managing Director BNP Paribas Wealth Management
Jaye Chiu Regional Head of Private Banking Bank of East Asia
Lina Lim Regional and Hong Kong Head of Discretionary and Funds Asia Pacific HSBC Global Private Banking
Stephen Pau Chief Investment Officer Hefeng Family Office
Alex Chan Partner Treasure Capital Asia
Zann Kwan Managing Partner & Chief Investment Officer Revo Digital Family Office
Ann Cooley Chairman & Founder Pacific Hawk Asset Management
Kevin Liem Treasurer Hong Kong Baptist University
Sophie Zheng Head of Investment Prudential Wealth Management HK
Dorothy Chan Head of Philanthropy Services and Advisory, Asia Pacific HSBC Global Private Banking
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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
INTEREST RATES, VENTURE AND THE RECKONING OF TECH
Exploring which sectors are benefitting from a flight-to-quality, and how opportunistic investors benefit from valuation crashes in the tech sectors
DIGITAL ASSETS AND THE RISE OF WEB3
The extent to which private wealth investors should allocate to Web3 as a proportion of their portfolios
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?
THE FUTURE OF WEALTH MANAGEMENT
Gathering regional SFO principals and wealth managers to discuss the megatrends facing the industry.
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 | 02/24/23 |
| Early Bird II | 1,900 USD | 04/21/23 |
| Pre-Event Registration I | 2,200 USD | 05/26/23 |
| Pre-Event Registration II | 2,600 USD | 07/28/23 |
| Event Registration | 3,000 USD | 09/28/23 |
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