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To register for this event, please contact events.hk@endowus.com.
About the event
Alternative investments including private equity, private credit, real estate, hedge funds and other non-traditional investments have seen tremendous growth in their share within the asset allocation of institutional and increasingly individual investors, driven by the search for diversification and higher returns amidst volatile public markets. Assets under management (AUM) of alternatives is expected to double to more than US$20 trillion by 2030.
CPA Australia, in collaboration with Endowus, Asia’s leading wealth management platform, warmly invites you to this upcoming investment seminar. Our panel of speakers will share insights on the growing sectors of private markets, the role of alternative investments in portfolios and how investors can incorporate them to complement their traditional portfolios especially during times of uncertainty.
Key topics covered:
- Introduction to the different types of alternative investments and their latest trends
- Structural trends driving the tremendous growth of alternatives
- The role of alternative investments in investors’ portfolios and how they can improve resilience and/or improve risk-adjusted returns
- Potential risk factors associated with alternative investments and how they can be managed
Language: Cantonese
CPD hour(s): 1
CPT hour(s): 1
*CPA Australia is recognised by The Securities and Futures Commission of Hong Kong as an institution providing Continuous Professional Training (CPT). For any post-event request please inform us within two months after the event.
Learning outcomes:
- Explain the types of alternative investments and assets classes available in the market, mainly private equity, private credit, real estate and hedge funds
- Define the role of incorporating alternative investments into a well-diversified portfolio, and how they can enhance returns and reduce volatility
- Recognise the unique risks associated with alternative investments and explore strategies to manage and mitigate them effectively
Event Information
Date: Thursday, 27 February 2025
Time: 6:30-7.30pm
Venue: CPA Australia, 32/F Dah Sing Financial Centre, 248 Queen's Road East, Wanchai
Member fee: Complimentary
Non-Member fee: $100 HKD
About the speakers
Edwin Chan CPA (Aust.) Head of Client Solutions APAC of iCapital, Member of Financial Services Committee – Greater China of CPA Australia
Edwin Chan joined iCapital in 2021 to start their Asia business as Head of Client Solutions APAC. He has more than 25 years of experience in the financial services industry, including a strong track record in private markets in the Asia Pacific region.
Before joining iCapital, Edwin successfully founded and spent a decade building the Probitas Partners business in Asia. He has worked with many private market firms across different alternative investment strategies as well as with institutional and family office investors in the Asia Pacific region. Previously, Edwin worked with AIG Global Investments, Citi, and HSBC based out of Hong Kong in various regional roles covering clients across the broad Asian geography. He holds an MBA and a BA from the University of South Australia.
Jasmine Chan, Investment Advisory Director of Endowus
Jasmine Chan is the Investment Advisory Director of Endowus, and joined the firm in December 2024.
Jasmine began her career in investment banking at Barclays Capital in Hong Kong. She spent over eight years there, advising and structuring equity derivatives and funds for clients across North Asia. Jasmine then moved to Credit Suisse, where she was part of the pioneer team of a joint venture between the private bank and investment bank that originated bespoke cross-asset investment solutions for ultra-high-net-worth investors across Asia Pacific and the rest of the world. She also worked as an investment consultant, where she provided investment advice to private banking clients in the Greater China market.
Today, Jasmine leverages her unique expertise at the intersection of investment banking and private banking to empower Endowus clients to achieve their important wealth goals. Jasmine holds a BA in Mathematics and Computer Science from the University of Oxford.
Edwin Ho, CAIA, CFA, Senior Client Advisor of Endowus
Edwin is a Senior Client Advisor at Endowus. Prior to joining Endowus, he was a Fixed Income Product Specialist in DWS Group (formerly Deutsche Asset Management), and Investment Counsellor in HSBC Private Bank where he provided investment advisory services to high-net-worth clients.
He graduated from The University of Hong Kong with a Bachelor of Economics and Finance. He is also a CAIA and CFA charterholder.
Cliff Ip FCPA (Aust.) Managing Director and CEO of Wings Securities Limited, Divisional President 2024 – Greater China and Chair of Financial Services Committee – Greater China of CPA Australia
Cliff has over 20 years of experience in investment banking and auditing. He is currently the Managing Director and CEO of Wings Securities Limited, and was previously the Executive Director of the Investment Banking Division of JPMorgan Hong Kong. Prior to that, Cliff also worked at Credit Suisse Hong Kong Investment Banking Division, PricewaterhouseCoopers and Arthur Andersen Hong Kong Assurance Division. He has accumulated profound experiences across HK IPOs, pre-IPOs, cross-border M&As, share placements, convertible bonds and bond issuances.
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