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The 2024 Endowus Investment Summit in Hong Kong is our biggest event of the year, and aims to enable both retail and professional investors to navigate 2024’s mixed signals and uncertainties by hearing directly from global fund managers and asset allocators on Q1 reflections and what’s on the horizon, across all major asset classes – #equities, #fixedincome, and #privatemarkets. We’re honoured to be welcoming a stellar line-up of panelists, including: ‣ Hong Kong Monetary Authority (HKMA) Deputy Chief Executive Howard Lee ‣ PIMCO Managing Director & Vice Chairman John Studzinski CBE ‣ Hong Kong Academy of Finance (AoF) CEO Enoch Fung ‣ The Chinese University of Hong Kong Adjust Professor and former HKMA CSO Martin Matsui ‣ Dimensional Fund Advisors, $700B+ quant giant, CEO for Asia ex Japan Joel Kim ‣ NF Trinity Managing Director & CIO Helen Zhu ‣ As well as distinguished speakers from iCapital, Natixis Investment Managers, Amundi, Barings, The Carlyle Group, EQT Group, Franklin Templeton, M&G Investments, Partners Group, PineBridge Investments, Ping An Asset Management (Hong Kong). We hope attendees walk away from the summit with a framework and strategies to asset allocate to achieve their near-term needs, and longer-term goals. Seats are limited, so do register your interest at https://lnkd.in/gcbvKupD The event will take place on 17 Apr afternoon, at Asia Society, 9 Justice Dr, Admiralty, Hong Kong. #Endowus #EndowusInvestmentSummit #Investing #WealthManagement #EIS

Hi I see lots of capital and events in Asia. But I also see many reckless investors deploying funds without investment guidelines or a charter in place. There are new family offices that haven’t even seen a single bear market, often with unrealistic return expectations and an overemphasis on risk capital. I hope I can contribute by raising awareness on governance and investment charters. Venture capital should never be the primary driver of capital, yet I am frankly shocked by the amount of reckless investment in instruments with no secondary market and murky deals disguised as private equity or private credit. Everyone brags about achieving 4-7x returns on deals they haven’t exited, all on paper, with no secondary market. I, too, deploy to VC and Private Credits, but they have to be in line with our charter and investment principles, and boxes need to be checked. I worry about the U.S. pure moon shot model for Asia as the market has key structural differences. I prefer VCs with more fundamental focus. Some will learn the hard way; it’s better to learn from old money on how to protect what they have than to criticize them for not taking on too much risks. A lot more governance, investment guidelines, and diversification is needed in Asia.

Thanks to HSBC Global Private Banking and Annabel Spring for hosting a fireside chat with our Co-founder and CEO Chris Gradel. Chris shared the opportunities he is seeing in private markets now and the lessons he learned building PAG into one of Asia’s largest alternative investment firms. One of the biggest takeaways? The need for a stable and diversified platform, Chris said. PAG’s breadth and depth helps us bring unique insights to our clients and succeed across market cycles.  #PrivateMarkets #AlternativeInvestments #Asia #WealthManagement https://lnkd.in/gRRqq8jT

Disruptive megatrends like digitalisation, decarbonisation and deglobalisation are transforming the investment landscape as public and private capital rushes in to build a more prosperous future. At our recent Private Markets Conference: Navigating the Future, experts from the alternative investment industry converged in Hong Kong to share timely insights. They highlighted how private markets are evolving to complement traditional finance and further democratise with direct access catering to more private wealth investors. As private markets grow to represent about 30% of global assets under management (AUM), explore how Asia’s high net worth individuals can access and navigate these opportunities arising from the megatrends discussed in these articles: - SCMP: https://lnkd.in/gcYy8e_X - Hong Kong Economic Journal: https://lnkd.in/g_2havF5 Thank you to all our speakers for our dynamic discussions. Watch our event highlights in this video here. Blackstone Brookfield Oaktree Wealth Solutions EQT Group Goldman Sachs Asset Management KKR PAG StepStone Private Wealth #PrivateMarkets #AlternativeInvestments #Asia #WealthManagement

Family Offices are once again turning to Emerging Markets as improving macro-economic indicators and more positive rate outlook having rekindled investor interest in this asset class. Cap Connect are therefore delighted to be hosting its flagship Emerging Markets & Asia Investment event for family offices on 26 June in London. The event will allow Family Offices to engage directly with leading fund managers to discuss and debate a diverse range of strategies covering equity and debt across Global Emerging Markets, Asia ex-Japan, Japan, India, Vietnam, MENA and LATAM. Also joining us is Rory Green of TS Lombard to provide a macro update on 'Emerging Markets - Investing in the Age of Disorder’ and a closing session by Alex White of Flint Global on ‘Macro Geopolitical Fragmentation: What It Means For Emerging Markets’. Looking forward to the event and the key takeaways. Investor and Manager enquiries welcome via the following link. https://lnkd.in/euntHCic #familyoffices #emergingmarkets #

As the world transitions to a new economic regime, investors must adapt their portfolio strategies to the changing market conditions. In this environment, GIC continues to focus on portfolio diversification and capturing good, risk-adjusted opportunities.   At the recent Singapore Venture & Private Capital Association 2024 Annual Conference, GIC's Prakash Kannan, Chief Economist and Director, Economics & Investment Strategy, outlined the key macroeconomic changes, such as the shift in the interest rate regime, that will impact investors. Ankur Meattle, Head of Funds & Co-Investments Asia, Private Equity, also discussed GIC's outlook on private equity opportunities in Asia. #GIC #GICSG #Singapore #finance #investing #longterm #privateequity #macro

The Global Inbound Investments session in the Grand Ballroom has just concluded, highlighting that Asian real estate markets remain a magnet for substantial foreign investment. Institutional investors and private funds are keen on diversification and lucrative returns. Speakers discussed markets like Australia, India, and Japan, exploring which cities, countries, and asset classes are attracting overseas capital. They also examined how Asian firms can connect with global funds. Additionally, optimal strategies for accessing the global marketplace and the critical role of data and transparency in facilitating cross-border transactions were emphasised. Zoe Zuo, Managing Director, TPG Angelo Gordon Jonathan Umali, Chief Investment Officer, Arch Capital Management Rebecca Lam, Managing Director, CPP Investments | Investissements RPC Chris Chow, Senior Managing Director, LaSalle Investment Management Pak Man Yuen, Managing Director, Blackstone #MIPIMAsia Summit

Unlocking Sustainable Growth in Asia by Investing in ETFs to Seize on Great Opportunities in Asia At the Hubbis Independent Wealth Forum in Singapore on April 17, Jake Jake Damien Chow, CMT, Portfolio Manager at CGS International Securities Singapore, delivered an insightful presentation titled "Unlocking Sustainable Growth in Asia." His talk focused on the expanding and diversifying economic landscapes in Vietnam and China, but his coverage was specifically through the lens of CGS Fullgoal Vietnam 30 Sector Cap ETF, the firm’s flagship fund. Jake provided a detailed analysis of the growth narratives and market outlooks for this dynamic market, underpinned by CGS's comprehensive approach to tracking major sectors and top constituents in Vietnam. He elaborated on the Vietnam ETF's exceptional performance and strategic positioning in Southeast Asia’s growth hierarchy, and he also highlighted some key appeals and characteristics of another China-focused CGS Fullgoal CSI 1000 ETF, which focused on broad exposures to small-cap stocks that offer great growth potential and solid credentials. His presentation represented a valuable exploration of the economic drivers, valuation metrics, and growth opportunities these ETFs present to investors looking to capitalise on Asian markets. Read on: https://lnkd.in/gu_Nu-s5

Thematic Investing and the Asian Private Client: Why, When & How The world is no longer moving in a clear direction, and vast amounts of the gargantuan pool of institutional and private global investible money still flood into Magnificent Seven stocks, which continue to outperform, often spectacularly. But economies, regions, markets and sectors are all undergoing a shift with the sands of time, and while valuations in some key markets and names defy all reality, in other formerly in-favour markets such as #China, valuations have plummeted. But where exactly are we now, and how do clients in Asia best access thematics – through active or passive strategies? That was the core subject of the Hubbis Digital Dialogue event of March 28, partnered by Janus Henderson Investors and CSOP Asset Management, at which a group of experts reported to delegates on the evolution of thematic investing and key avenues to access such exposures amidst the confusing global conditions.

25 June | Hong Kong | Navigating Impact Investing in Private Markets: Trends and Challenges in APAC ➤ Explore the evolving landscape of impact investing in the Asia-Pacific region with Fiona Chin (Templewater), Philip Kwong (IFC - International Finance Corporation), Amie Shuttleworth (Undivided Ventures) and Anni Zhang (ADM Capital). Delve into the latest trends and innovations across asset classes like private equity, private credit and venture capital. Kasia Zatorska of Ogier will moderate the conversation. Key topics of discussion: ✦ Risk-return-impact dynamic in establishing impact funds or deals ✦ Aligning interests between investors and impact organizations ✦ Effective measurement and management of investment impact ✦ Qualifying and quantifying impact performance ✦ Addressing risk vs impact dilemma in emerging markets and allocation challenges You will have the opportunity to connect with industry colleagues before and after the session. RSVP here: https://bit.ly/4bUSNu1 Thank you to Dasseti for hosting and to our Hong Kong Early and MidCareer committees for producing this event. Lilian H. Michelle Zheng Annabelle Ho Anjalee Martin Daria M. Susanna Su #100WF #womeninfinance #finance #privatemarkets #impactinvesting