Endowus Investment Summit
17 Apr 2024 | 2.00 - 7.30 PM
Asia Society Hong Kong Center, 9 Justice Dr, Admiralty
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Thank you for being part of #EIS2024
Thank you to for joining us at the inaugural Endowus Investment Summit in Hong Kong. Your presence and active participation have played an instrumental role in making this summit a resounding success.
Catch some of the photo highlights below, and the session takeaways here.
Should you have any photos or videos from the summit, we encourage you to share them on your social media platforms and tag us @endowus and #EIS2024.
Event photo gallery
highlights from 2024
Agenda
1:30 PM
2:00 PM
2:00 PM
Registration
Debunking the naysayers
2:00 PM
2:15 PM
2:15 PM
Opening Remarks by Endowus Co-founders
Debunking the naysayers
2:15 PM
2:45 PM
2:45 PM
Keynote Fireside Chat with Guests of Honour
2:45 PM
3:25 PM
3:25 PM
Macro Outlook: The Fed, Recession & China
3:25 PM
4:05 PM
4:05 PM
Equities Outlook: Can the Market Continue to Rally to New Highs
4:05 PM
4:20 PM
4:20 PM
Tea Break
4:20 PM
4:35 PM
4:35 PM
One Takeaway Challenge: Leading Fund Managers Present One Stance for 2024
4:35 PM
4:55 PM
4:55 PM
Fireside Chat with Dimensional — US$600B+ Quant Heavyweight
4:55 PM
5:35 PM
5:35 PM
Private Markets & Hedge Funds: The How and When on Diversification
5:35 PM
6:15 PM
6:15 PM
Fixed Income Outlook: Is This the Year for Fixed Income Outperformance?
6:15 PM
7:30 PM
7:30 PM
Networking Cocktail
Speakers
Our Partners
diamond partner
platinum partners
gold partners
supporting partners
Keynote Fireside Chat with Guests of Honour
As we enter the middle of 2024, this predicament arises among investors facing a potential slowdown in global economic growth, the ongoing uncertainty surrounding the Federal Reserve's path, and the persistent elevation of geopolitical tensions. Unlike economies strangled by high inflation, China stages a different macro picture. Deep in its property challenges, what does it take to revive the Chinese economy from its unique challenges?
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
- As we enter the middle of 2024, this predicament arises among investors facing a potential slowdown in global economic growth, the ongoing uncertainty surrounding the Federal Reserve's path, and the persistent elevation of geopolitical tensions. Unlike economies strangled by high inflation, China stages a different macro picture. Deep in its property challenges, what does it take to revive the Chinese economy from its unique challenges?
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
moderator
Sam Rhee
Co-founder & Chairman
Endowus
Co-founder & Chairman
Endowus
speakers
Howard Lee
Deputy Chief Executive
Hong Kong Monetary Authority
Deputy Chief Executive
Hong Kong Monetary Authority
John Studzinski CBE
Managing Director & Vice Chairman
PIMCO
Managing Director & Vice Chairman
PIMCO
x
Macro Outlook:
The Fed, Recession & China
The Fed, Recession & China
As we enter the middle of 2024, this predicament arises among investors facing a potential slowdown in global economic growth, the ongoing uncertainty surrounding the Federal Reserve's path, and the persistent elevation of geopolitical tensions. Unlike economies strangled by high inflation, China stages a different macro picture. Deep in its property challenges, what does it take to revive the Chinese economy from its unique challenges?
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
- As we enter the middle of 2024, this predicament arises among investors facing a potential slowdown in global economic growth, the ongoing uncertainty surrounding the Federal Reserve's path, and the persistent elevation of geopolitical tensions. Unlike economies strangled by high inflation, China stages a different macro picture. Deep in its property challenges, what does it take to revive the Chinese economy from its unique challenges?
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
moderator
Enoch Fung
CEO
Hong Kong Academy of Finance
CEO
Hong Kong Academy of Finance
speakers
Stephen Tong
SVP & Senior Client Portfolio Manager
Franklin Templeton
SVP & Senior Client Portfolio Manager
Franklin Templeton
Michael Dyer
Investment Director
M&G Investments
Investment Director
M&G Investments
Helen Zhu
Managing Director & CIO
NF Trinity
Managing Director & CIO
NF Trinity
x
Equities Outlook:
Can the Market Continue to Rally to New Highs
Can the Market Continue to Rally to New Highs
After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
Answering these questions are global and regional equity portfolio managers.
- After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
moderator
Martin Matsui
Adjunct Professor
CUHK Business School
Adjunct Professor
CUHK Business School
speakers
Laura Rieber
Investment Specialist
Natixis Investment Managers
Investment Specialist
Natixis Investment Managers
Florian Neto
Head of Investment, Hong Kong and Taiwan & Head of Multi Asset, Asia
Amundi
Head of Investment, Hong Kong and Taiwan & Head of Multi Asset, Asia
Amundi
Wei Dai
VP & Head of Investment Research
Dimensional Fund Advisors
VP & Head of Investment Research
Dimensional Fund Advisors
x
One Takeaway Challenge:
Leading Fund Managers Present One Stance for 2024
Leading Fund Managers Present One Stance for 2024
After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
Answering these questions are global and regional equity portfolio managers.
- After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
moderator
Martin Matsui
Adjunct Professor
CUHK Business School
Adjunct Professor
CUHK Business School
speakers
William Vettorato
Managing Director
EQT
Managing Director
EQT
Kylie Chan
Head of Wholesale & Retail Sales, Hong Kong
Natixis Investment Managers
Head of Wholesale & Retail Sales, Hong Kong
Natixis Investment Managers
Henry Chui
Head of APAC Private Wealth
Partners Group
Head of APAC Private Wealth
Partners Group
Naveen Gulati
Head of Global Wealth Management Business
PIMCO
Head of Global Wealth Management Business
PIMCO
Kristy Wong
Senior Vice President, Intermediary Distribution, Greater China
Pinebridge
Senior Vice President, Intermediary Distribution, Greater China
Pinebridge
x
Fireside Chat with Dimensional:
US$600B+ Quant Heavyweight
US$600B+ Quant Heavyweight
After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
Answering these questions are global and regional equity portfolio managers.
- After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
moderator
Gregory Van
CEO
Endowus
CEO
Endowus
speakers
Joel Kim
CEO Asia ex Japan
Dimensional Fund Advisors
CEO Asia ex Japan
Dimensional Fund Advisors
Joel Teasdel
Head of Wealth Management, Asia ex-Japan
Dimensional Fund Advisors
Head of Wealth Management, Asia ex-Japan
Dimensional Fund Advisors
x
Private Markets & Hedge Funds:
The How and When on Diversification
The How and When on Diversification
Investors have increasingly turned to private markets and hedge funds for its potential of generating uncorrelated and enhanced returns, even though these assets often offer less liquidity and require longer investment horizons. In this era of expanding options in alternative assets, how can investors navigate product choice while staying diversified and keeping a good handle on risk? This session brings together seasoned investors and top alternative investment managers to delve into what they observe on the ground in the private markets and hedge fund scene in Asia.
- Investors have increasingly turned to private markets and hedge funds for its potential of generating uncorrelated and enhanced returns, even though these assets often offer less liquidity and require longer investment horizons. In this era of expanding options in alternative assets, how can investors navigate product choice while staying diversified and keeping a good handle on risk?
This session brings together seasoned investors and top alternative investment managers to delve into what they observe on the ground in the private markets and hedge fund scene in Asia.
moderator
Hugh Chung
Chief Investment Advisory Officer
Endowus
Chief Investment Advisory Officer
Endowus
speakers
Henry Chui
Head of APAC Private Wealth
Partners Group
Head of APAC Private Wealth
Partners Group
Edwin Chan
Head of Asia & Head of Client Solutions APAC
iCapital
Head of Asia & Head of Client Solutions APAC
iCapital
William Vettorato
Managing Director
EQT
Managing Director
EQT
Tracy Lau
Managing Director
Carlyle
Managing Director
Carlyle
x
Fixed Income Outlook:
Is This the Year for Fixed Income Outperformance?
Is This the Year for Fixed Income Outperformance?
Central banks have shown a continued commitment to bring inflation back to target levels, while tempering expectations on the timing of the first rate cuts. In this environment, investors have the opportunity to enjoy a higher starting yield and capitalise on a restoration of portfolio ballast. Fixed income as an asset class has become more appealing than the recent past. Considering these factors, can we expect 2024 to be the year of bond investing?
In this panel featuring bond and multi-asset managers, we will discuss the most attractive investment opportunities and identify the potential pitfalls across the broad spectrum of the fixed income market.
In this panel featuring bond and multi-asset managers, we will discuss the most attractive investment opportunities and identify the potential pitfalls across the broad spectrum of the fixed income market.
- Central banks have shown a continued commitment to bring inflation back to target levels, while tempering expectations on the timing of the first rate cuts. In this environment, investors have the opportunity to enjoy a higher starting yield and capitalise on a restoration of portfolio ballast. Fixed income as an asset class has become more appealing than the recent past. Considering these factors, can we expect 2024 to be the year of bond investing?
In this panel featuring bond and multi-asset managers, we will discuss the most attractive investment opportunities and identify the potential pitfalls across the broad spectrum of the fixed income market.
moderator
Steffanie Yuen
Head of Hong Kong
Endowus
Head of Hong Kong
Endowus
speakers
Andy Suen
Co-Head of Asia ex-Japan Fixed Income
Pinebridge
Co-Head of Asia ex-Japan Fixed Income
Pinebridge
Gabriel Yu
Director & Fixed Income Portfolio Manager
Ping An Asset Management (HK)
Director & Fixed Income Portfolio Manager
Ping An Asset Management (HK)
Stephen Chang
Managing Director & Portfolio Manager
PIMCO
Managing Director & Portfolio Manager
PIMCO
Karan Talwar
Client Portfolio Manager Public Fixed Income
Barings
Client Portfolio Manager Public Fixed Income
Barings
x