Private Markets & Hedge Funds Symposium
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Private Markets & Hedge Funds Symposium

Updated
15 Jan
2024
published
11 Jan
2024

Exclusive invite to this in-person event

The inaugural Endowus Private Markets & Hedge Funds Symposium, is a closed-door VIP event for verified Professional Investors with Endowus.

For Professional Investors who wish to register for this event, kindly refer to the official registration link sent to your email. Alternatively, you may also reach out to our client advisors at privatewealth.hk@endowus.com.

If you are not a Professional Investor with us yet, simply get verified here in just a matter of minutes to join us at this and future events.

About the symposium

Many of the largest global alternative investment managers are partnering with us for this event, with confirmed speakers from Ares, BlackRock, Blackstone, Brookfield Oaktree Wealth Solutions, Carlyle, DigitalBridge, EQT, Hamilton Lane, Harbourvest, KKR, Oaktree, Partners Group, Quantedge, and UBS Asset Management.

These expert speakers will be sharing their insights and investment opportunities across private equity, private credit, private real estate, infrastructure and hedge funds. There will also be a cocktail and networking session after the Symposium with our partners, clients and other family office members.

We're also extremely pleased to be partnering with ART SG 2024, Southeast Asia's leading international art fair to offer you a complimentary pair of VIP Preview passes that gives you exclusive access to ART SG, which will also take place on 18th January, a day before official launch.

Due to limited capacity for both events, kindly note that registration will be on a first-come-first-served basis.

Please note the events T&Cs here. By attending this event, you are deemed to have agreed to the T&Cs.

Agenda

2.00pm: ART SG VIP Preview

3.00pm: Registration for Endowus Private Markets & Hedge Funds Symposium

3.25pm: Opening by Endowus Co-founders

Gregory Van, Co-founder & CEO, Endowus

Samuel Rhee, Co-founder & Chairman, Endowus

3.35pm: Hedge Funds - Higher Returns or Just High Fees?

  • Unravel the complexities of investing in hedge funds and funds of hedge funds
  • Delve into the unique characteristics influencing hedge fund performance, including investment strategies and managerial expertise
  • Learn all about the latest Hedge Funds and EAMS on Endowus

Gregory Van, Co-founder & CEO, Endowus (Moderator)

George Maltezos, Managing Director, Head of Alternative Specialists Team (AST), BlackRock

Thomas Cordier, Co-Head of Investor Relations, Quantedge

Mariana Paul, Investment Specialist - O'Connor, UBS Asset Management

4.15pm: Insights into Private Credit - Past the Peak or Only the Beginning?  

  • Explore the core principles and macro trends shaping the private credit industry
  • Gain a comprehensive understanding of private credit strategies
  • Learn all about the latest private credit funds on Endowus

Samuel Rhee, Co-founder & Chairman, Endowus (Moderator)

Ashish Jain, Managing Director, Wealth Management Solutions, Ares  

Geoff Stockwell, Senior Managing Director, Credit, Blackstone        

Tracy Lau, Managing Director, Carlyle      

Shai-Wan Sai, Vice President, Client Relationship Management, Brookfield Oaktree Wealth Solutions    

5.00pm: Decoding Private Equity Investments - Strategies and Challenges

  • Dive into the characteristics of private equity that have made this asset class an attractive proposition
  • How and why private equity returns have historically been higher than other assets
  • Outline some key considerations and risks for private equity investors
  • Learn all about the latest private equity funds on Endowus

Hugh Chung, Chief Investment Advisory Officer, Endowus (Moderator)

Hermann Rauch, Managing Director, EQT

Kerrine Koh, Managing Director, Head of SEA, Hamilton Lane

Martin Yung, Principal, Secondaries, HarbourVest

Henry Chui, Head of APAC Private Wealth, Partners Group

5.45pm: Unlocking Success - Strategies for Private Real Estate and Infrastructure Investment  

  • Understand how fund managers seek value and deploy capital in global real estate markets
  • Discover various considerations when investing in private real estate and infrastructure, and the differences in investing in these funds vis-a-vis REIT or properties
  • Learn all about the latest private real estate and infrastructure funds on Endowus

Sean Wong, Head of Investments, Endowus (Moderator)

Ambika Goel, Managing Director, Real Estate, Blackstone

Wilson Chung, Managing Director, Investment Management, DigitalBridge

Jeremy Chee, Principal, Private Real Estate, KKR

6.25pm: Cocktail and Networking

7.30pm: ART SG Vernissage until 9pm

Participating Firms

Ares

Ares is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes.

Ares Strategic Income Fund is designed to leverage the power of the entire Ares credit platform with a core anchor allocation to senior secured directly originated loans to offer investors an income-oriented solution with a focus on downside protection.

BlackRock

BlackRock is an asset manager and one of the world’s leading providers of investment, advisory and risk management solutions.It is the world’s largest asset manager with over $9 trillion in assets as of June 2023.

The BSF Systematic Asia Pacific Equity Absolute Return Fund aims to achieve a positive absolute return through a combination of capital growth and income regardless of market conditions.

Blackstone

Blackstone is the world’s largest alternative asset manager, with US$1 trillion in assets under management. It serves institutional and individual investors by building strong businesses that deliver lasting value. Blackstone owns and manages around 12,500 real estate assets and more than 230 portfolio companies.

Brookfield Oaktree Wealth Solutions

Brookfield Oaktree Wealth Solutions is a leader among global investment managers specialising in alternative investments. Founded in 1995, it manages more than US$180 billion in assets, with an emphasis on an opportunistic, value-oriented and risk-controlled approach.

Oaktree Strategic Credit Fund seeks to invest in a diversified portfolio of income-generating private credit opportunities, with the flexibility to invest in high-quality public debt, that seeks to enhance total return and provide liquidity during periods of market dislocation.

Carlyle

Carlyle is one of the world’s largest and most diversified global investment firms, with US$385 billion of assets under management across 3 business segments and 576 investment vehicles as of June 2023.

Carlyle Tactical Private Credit Fund leverages Carlyle’s Global Credit platform and seeks to provide access to a wide array of private credit strategies to meet its objectives of delivering current income.

DigitalBridge

DigitalBridge is the only dedicated, global-scale digital infrastructure firm investing across five key verticals: data centers, cell towers, fiber networks, small cells, and edge infrastructure. The DigitalBridge platform manages $75 billion on behalf of its limited partners and shareholders and is focused on identifying differentiated investment opportunities within digital infrastructure around the world.

EQT

EQT is a purpose-driven global investment organisation with more than EUR 200 billion in total assets under management within two business segments – Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia-Pacific and the Americas and supports them in achieving sustainable growth, operational excellence and market leadership.

EQT Nexus is EQT's flagship evergreen investment fund that seeks to invest in EQT's private market funds and make direct co-investments in companies alongside these funds - effectively giving investors access to the same portfolio, deal flow and global platform of EQT's larger institutional investors.

Hamilton Lane

With over US$100 billion in assets under management and US$700 billion in assets under supervision, Hamilton Lane is one of the largest private markets investment management firms globally, providing innovative solutions to institutional and private wealth investors around the world.

HarbourVest

HarbourVest is an independent, global private markets firm with over 40 years of experience and more than US$100 billion assets under management. Its platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit.

KKR

KKR is a leading global investment firm with a 45-year history of leadership, innovation and investment experience. KKR manages more than US$500 billion in assets across both public and private markets.

KKR Credit Opportunities Portfolio is a continuously offered, unlisted interval fund that provides individual investors direct exposure to KKR’s Credit platform.

KKR Real Estate Select Trust provides access to the potential benefits of private real estate equity and credit in a single, diversified fund.

Partners Group

Partners Group is a large, independent investment firm that is truly dedicated to private markets. It has over US$140 billion in assets and focuses on Transformational Investing, Bespoke Client Solutions and Stakeholder Impact.

Partners Group Global Value SICAV aims to obtain attractive returns and achieve capital growth over the medium and long term by investing in private equity. It provides investors with a broad diversification across geographies, financing stages and investment types.  

Quantedge

Quantedge was founded in 2006 and currently manages more than US$2 billion in assets. Quantedge garnered numerous international awards and accolades over the years, such as Top 5 Large Hedge Funds by Bloomberg and Best Asian Billion Dollar Hedge Fund by EurekaHedge.

Quantedge Global Fund is a systematic global macro fund that aims to achieve absolute long-term capital growth by investing in multiple asset classes across the globe. The strategy seeks to extract risk premiums from the financial markets.

UBSAM

UBS Asset Management is a global large-scale and diversified asset manager, with a presence in 23 markets. It is one of the largest fund of hedge funds and real assets investment managers in the world.  

The (UBS) O’Connor China Long/Short Alpha Strategies UCITS focuses on generating absolute return through actively managed low net exposure, seeking to achieve low correlation and beta to both equity and credit markets over multiple market cycles.

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Risk Warnings

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance or returns. Projected performance or returns is not guaranteed to materialise. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. 

Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

General risk warnings relating to collective investment schemes 

Before making an investment decision, you are reminded to refer to the relevant prospectus/ offering document for specific risk considerations and related fees and charges.

Funds are not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested.  

Some of the funds also involve derivatives. Do not invest in them unless you fully understand and are willing to assume the risks associated with them.

Opinions

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus HK Limited (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus HK Limited, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

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Professional Investor Only 

 The products have not been authorised, nor have the offering documents been reviewed by the Securities and Futures Commission (the “SFC”) of Hong Kong.   The distribution of the materials herein and the placement of interests in the products mentioned in Hong Kong is restricted.  Accordingly, unless permitted by the securities laws of Hong Kong, no person may issue or have in its possession for the purposes of issue, the materials herein, or any advertisement, invitation or document relating to the interests in the products mentioned, whether in Hong Kong or elsewhere, which is directed at, or the contents of which are likely to be accessed or read by, the public in Hong Kong, other than with respect to the interests in the products  mentioned which are intended to be disposed of only to persons outside Hong Kong or only to "Professional Investors" within the meaning of the Securities and Futures Ordinance (Cap. 571 of the Laws of Hong Kong) and any rules made thereunder.

Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

Complex Products

Some of the funds contained in this article are complex products and investors should exercise caution when investing in these products.

The [funds] [referred to in this [article]] have not been authorised by the Securities and Futures Commission of Hong Kong (the "SFC"), nor has this document been approved or reviewed by the SFC under the Securities and Futures Ordinance (Cap. 571) (the "SFO") or the Companies (Winding Up and Miscellaneous Provisions) Ordinance  (Cap. 32) (the "C(WUMP)O"), or registered with the Registrar of Companies in Hong Kong pursuant to the C(WUMP)O. Accordingly, the content and use of this [article] must comply with each of the following:- 

  • SFO: this [article] is not and does not contain an offer to the public of Hong Kong to acquire or subscribe for any interests in the [funds] other than: (a) an offer only to “professional investors” as defined in the SFO and any rules made under the SFO to do so or; (b) to the extent that this [article][document] is not a “prospectus” as defined in the C(WUMP)O by virtue of any of the maximum offeree number, minimum investment amount or other exclusions set out in the C(WUMP)O (the "Prospectus Exclusions”); and
  • C(WUMP)O: this [article] must not be issued, circulated or distributed to any person in Hong Kong other than: (a) to persons whose ordinary business is to buy or sell shares or debentures, whether as principal or agent; (b) to “professional investors” as defined in the SFO and any rules made under the SFO; (c) in circumstances in which this [article] is not a “prospectus” as defined in the C(WUMP)O by virtue of any of the Prospectus Exclusions; or (d) otherwise in circumstances that do not constitute an offer to the public within the meaning of the C(WUMP)O.

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