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        • ZENITH

          Global Asset Allocation & Wealth Management Online Forum 2020

           

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

          View Details

          ZENITH

          International Asset Allocation & Wealth Management Forum 2020

          - South China Theory

           

          Shenzhen - 29th August 2020

          View the agenda

          ZENITH

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

           

          Beijing - 26th September 2020

          View the agenda
        • 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!

          Join ZENITH Global Asset Allocation & Wealth Management Online Forum 2020!

          Registration QR Code

          We look forward to your participation

        • Sponsorship Opportunities

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