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Endowus Investment Summit

Thursday, 19 March 2026 | 2.00 PM –7.30 PM
Asia Society Hong Kong Center, 9 Justice Dr, Admiralty
HIGHLIGHTS FROM 2026
Thank you for joining us in 2026.
We look forward to seeing you in 2027!
Thank you for joining us in 2026.
We look forward to seeing you in 2027!"

How can investors navigate complexity and find clarity in 2026?

The third annual Endowus Investment Summit Hong Kong returns on 19 March 2026, bringing together leading voices in finance and policy to tackle this year's defining shifts — from policy divergence, the AI revolution to a strong comeback of emerging and Asian markets.

Gain actionable strategies from industry experts as they cover topics ranging from effective deployment strategies in a shifting rate environment, to identifying quality investments in private markets, and capturing growth opportunities beyond the US.

2026 Photo Highlights

Agenda

1:30 PM
2:00 PM
Registration for EIS
Debunking the naysayers
2:00 PM
2:05 PM
Opening by Endowus Co-founders
Debunking the naysayers
2:05 PM
2:20 PM
State of the Markets
Debunking the naysayers
2:20 PM
2:50 PM
Keynote Panel:
Hong Kong: Reinventing Wealth Management Leadership
Debunking the naysayers
2:50 PM
3:30 PM
Panel 1:
The Income Playbook in a Changing Rate Environment
3:30 PM
4:10 PM
Panel 2:
Time to Look Beyond US Equities?
4:10 PM
4:20 PM
Coffee Break
4:20 PM
4:25 PM
One Takeaway Challenge
4:25 PM
5:05 PM
Panel 3:
Equity Investing Masterclass:
Learnings from the Institutional Playbook
5:05 PM
5:15 PM
Presentation by iCapital:
‍Alternatives Decoded
5:15 PM
5:55 PM
Panel 4:
Strategic Role of Alternatives in Today's Portfolios
5:55 PM
6:00 PM
Closing Remarks
6:15 PM
7:15 PM
Cocktail

Speakers

Kenneth Hui
Executive Director (External)
Hong Kong Monetary Authority
Martin Matsui
Former Chief Strategy Officer, Exchange Fund Investment Office
Hong Kong Monetary Authority
Joe Ngai
Chairman, Greater China
McKinsey
Gregory Van
Co-founder & CEO
Endowus
Samuel Rhee
Co-Founder, Chairman and Group CIO
Endowus
Steffanie Yuen
Managing Director & Head of Hong Kong
Endowus
Hugh Chung
Chief Investment Officer
Endowus
Caroline Kim, CFA, CAIA, CIPM
Managing Director
Himalaya Capital
Davy Yuen
Head of Wholesale, Hong Kong
Nomura Asset Management Hong Kong Limited
Dora Seow
CEO
Natixis Investment Managers Singapore
Florian Neto, CFA
Head of Investment, Asia
Amundi
Gordon Tsui, CFA
Managing Director & Head of Fixed Income
Ping An Asset Management (Hong Kong)
Henry Chui
Co-Head of Asia & Head of Private Wealth Asia Pacific, Member of Management
Partners Group
James Cook
Investment Director, Emerging Markets
Federated Hermes
John Argi
Co-Head UBP Alternative Investment Solutions (AIS)
UBP Asset Management
Polina Kurdyavko
Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager
RBC Bluebay
Ram Thirukkonda, CFA, CAIA
Senior Vice President, Senior Investment Strategist
Acadian Asset Management
Stephen Chang, CFA
Portfolio Manager, Asia
PIMCO
Steve Zhu
Senior Vice President, Head of Greater China, Private Wealth
Brookfield
Tuan Lam
Managing Director, Head of APAC
iCapital
Wai Kin Leung
Senior Vice President, Asia Wealth - Client Solutions Group
Macquarie AM
Wei Dai
Global Head of Research
Dimensional
Kenneth Hui
Executive Director (External)
Hong Kong Monetary Authority
Martin Matsui
Former Chief Strategy Officer, Exchange Fund Investment Office
Hong Kong Monetary Authority
Joe Ngai
Chairman, Greater China
McKinsey
Gregory Van
Co-founder & CEO
Endowus
Samuel Rhee
Co-Founder, Chairman and Group CIO
Endowus
Steffanie Yuen
Managing Director & Head of Hong Kong
Endowus
Hugh Chung
Chief Investment Officer
Endowus
Caroline Kim, CFA, CAIA, CIPM
Managing Director
Himalaya Capital
Davy Yuen
Head of Wholesale, Hong Kong
Nomura Asset Management Hong Kong Limited
Dora Seow
CEO
Natixis Investment Managers Singapore
Florian Neto, CFA
Head of Investment, Asia
Amundi
Gordon Tsui, CFA
Managing Director & Head of Fixed Income
Ping An Asset Management (Hong Kong)
Henry Chui
Co-Head of Asia & Head of Private Wealth Asia Pacific, Member of Management
Partners Group
James Cook
Investment Director, Emerging Markets
Federated Hermes
John Argi
Co-Head UBP Alternative Investment Solutions (AIS)
UBP Asset Management
Polina Kurdyavko
Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager
RBC Bluebay
Ram Thirukkonda, CFA, CAIA
Senior Vice President, Senior Investment Strategist
Acadian Asset Management
Stephen Chang, CFA
Portfolio Manager, Asia
PIMCO
Steve Zhu
Senior Vice President, Head of Greater China, Private Wealth
Brookfield
Tuan Lam
Managing Director, Head of APAC
iCapital
Wai Kin Leung
Senior Vice President, Asia Wealth - Client Solutions Group
Macquarie AM
Wei Dai
Global Head of Research
Dimensional
Stay tuned to see our exciting lineup of distinguished speakers.

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