• ZENITH

      Global Asset Allocation & Wealth Management Online Forum 2020

       

      25th July 2020, 10:00 - 16:30

      ZENITH

      International Asset Allocation & Wealth Management Forum 2020

      - South China Theory

       

      Shenzhen - 29th August 2020

      ZENITH

      International Asset Allocation & Wealth Management Forum 2020
      - North China Theory

       

      Beijing - 26th September 2020

    • 2020: Combination of online + offline, Innovative ways to participate

       

      2020 Forum—— More Influence Power, More People Participate, More extensive communication

       

      You can choose to attend the meeting in person offline. If you are in other cities or even overseas, you can participate in the meeting online.

       

      • The profound impact of Sino-US relations on overseas investment and asset allocation
      • How top investors under the Fed’s stimulus policies grasp the risks and opportunities in the overseas secondary market
      • China's stock market risks and opportunities outlook
      • Trends leading private equity investment – popular opportunities and allocation of primary market equity investment
      • The singularity is near – distribution of global investment in artificial intelligence technology and the investment climate in healthcare
      • The Greater Bay Area - focus on unique investment opportunities
      • Female influence luncheon
      • Wealth management, investment and sustainable inheritance of Ultra-HNW family offices
      • Family trust and tax planning in Hong Kong, Singapore, US, and Europe
      • Comparison of insurance in different regions of the world and the case studies in wealth inheritance
      • HNW people and ESG, impact investment and charity
      • NEW: digital-only booking option. Choose between physically attending the conference in Shanghai or join through digital ticket from wherever you are in China or even in the world.

    • ZENITH

      Global Asset Allocation & Wealth Management Online Forum 2020

      25th July 2020, 10:00 - 16:30

      Agenda

      10:30 - 11:30

      Round-table Discussion: Overseas Secondary Market Investment Risk Analysis & Opportunities - How Top Investors Manage Assets

      Panelists:

      • Hao Sun (General Manager of Pramerica Financial (Shanghai) Co. Ltd.)
      • Luke Fu (Senior Manager of Multi-asset Portfolio Management, Aberdeen Standard Investments Limited)

      • Stephen Tong (Multi-asset Portfolio Manager of Franklin Templeton Solutions)

      • Andy Wong (Senior Investment Manager of Multi-asset Team, PICTET Asset Management)

      11:30 - 12:00

      Keynote speech: How High-net-worth Families Participate in Primary Market Equity Investment

      Speaker:

      • Ruby Ru (Managing Director of V-Capital)

      12:00 - 14:20 Lunch break​

      14:20 - 15:00

      Keynote Speech: Similarities and Differences between Family Office Fund Investment and Asset Management Institutions and Private Equity Funds​

      Speaker:

      • Qian Peng (Director of Tanoto Center for Asian Family Business and Entrepreneurship Studies and Thompson Center for Business Case Studies, HKUST)

      15:00-16:00

      Round table discussion: Domestic and Overseas Family Inheritance and Family trust

      Panelists:

      • John Wong (Family Business and Private Client Services Leader, PwC China )
      • Yumei Zhang (Executive Director, Head of Private Clients, Greater China, Vistra Group)

      • Hao Wang (Senior Partner, RayYin & Partners P.R.C. Lawyers)

      • Hua Fan  (Executive General Manager, Wealth Management Division, CCB Trust Co.Ltd)

    • ZENITH

      Global Asset Allocation & Wealth Management Online Forum 2020

      Speakers and Panelists

      Hao Sun

      Panelist

      General Manager,

      Pramerica Financial (Shanghai) Co. Ltd.

      Luke Fu

      Panelist

      Senior Manager,

      Multi-asset Portfolio,

      Aberdeen Standard Investments Limited

      Stephen Tong​

      Panelist

      Manager,

      Multi-asset Portfolio,  

      Franklin Templeton Solutions

      Andy Wong

      Panelist

      Senior Investment Manager,

      Multi-asset Team, PICTET Asset Management

      Ruby Ru

      Speaker

      Managing Director,

      V-Capital

      Qian​ Peng

      Speaker

      Director,

      Tanoto Center for Asian Family Business and Entrepreneurship Studies and Thompson Center for Business Case Studies, HKUST

      John Wong​

      Panelist

      Leader,

      Family Business and Private Client Services,

      PwC China

      Yumei Zhang

      Panelist

      Executive Director, Head of Private Clients, Greater China, Vistra Group

      Hao Wang​

      Panelist

      Senior Partner,

      RayYin & Partners P.R.C. Lawyers

      Hua Fan

      Panelist

      Executive General Manager,

      Wealth Management Division,

      CCB Trust Co.Ltd

    • Get Your Free Ticket Now!

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      Registration QR Code

      We look forward to your participation

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