Global Asset Allocation & Wealth Management Online Forum 2020
25th July 2020, 10:00 - 16:30
International Asset Allocation & Wealth Management Forum 2020
- South China Theory
Shenzhen - 29th August 2020
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.
10:30 - 11:30
Round-table Discussion: Overseas Secondary Market Investment Risk Analysis & Opportunities - How Top Investors Manage Assets
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
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
Round table discussion: Domestic and Overseas Family Inheritance and Family trust
Hao Wang (Senior Partner, RayYin & Partners P.R.C. Lawyers)
Speakers and Panelists
Pramerica Financial (Shanghai) Co. Ltd.
Aberdeen Standard Investments Limited
Franklin Templeton Solutions
Senior Investment Manager,
Multi-asset Team, PICTET Asset Management
Tanoto Center for Asian Family Business and Entrepreneurship Studies and Thompson Center for Business Case Studies, HKUST
Family Business and Private Client Services,
Executive Director, Head of Private Clients, Greater China, Vistra Group
RayYin & Partners P.R.C. Lawyers
Executive General Manager,
Wealth Management Division,
CCB Trust Co.Ltd
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