
Endowus Investment Summit
Thursday, 10 Apr 2025 | 2.00 PM – 7.30 PM
Asia Society Hong Kong Center, 9 Justice Dr, Admiralty
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THANK YOU!
As global power dynamics shift and new technologies such as artificial intelligence emerge, investors will continue to face new challenges as well as untapped opportunities. Thank you to the 500 of you for joining us alongside industry experts, leaders and investors as we discussed these topics.
At Endowus, our mission is to enable everyone to invest better to live better. So, we hope that EIS2025 has educated and brought you timely insights on navigating the markets today. The diverse and valuable perspectives shared this afternoon were truly inspiring.
2025 Event Gallery




























Agenda
2:00 PM
2:20 PM
2:20 PM
Opening by Endowus Co-founders
Debunking the naysayers
2:20 PM
3:00 PM
3:00 PM
A Conversation with CEOs:
Making Sense of the New World Order
Making Sense of the New World Order
Debunking the naysayers
3:00 PM
3:40 PM
3:40 PM
Equities Outlook:
Seeking Opportunities in Uncertain Times
Seeking Opportunities in Uncertain Times
3:40 PM
3:55 PM
3:55 PM
One Takeaway Challenge
3:55 PM
4:10 PM
4:10 PM
Coffee Break
4:10 PM
4:30 PM
4:30 PM
Fireside Chat with iCapital
4:30 PM
5:10 PM
5:10 PM
The Credit Playbook:
Exploring the Credit Spectrum
Exploring the Credit Spectrum
5:10 PM
5:50 PM
5:50 PM
Beyond Public Markets:
Private Markets and their Appeal
Private Markets and their Appeal
5:50 PM
6:00 PM
6:00 PM
Closing remarks
6:00 PM
Cocktail networking

Speakers
Our Partners
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A conversation with CEOs:
Making Sense of the New World Order
Making Sense of the New World Order
How are global markets responding to evolving economic conditions, geopolitical dynamics and technological innovation breakthroughs such as artificial intelligence? What does this mean for trade, inflation, and capital flows?
This panel of top C-suite executives will discuss how the world’s largest fund managers are adapting to these shifts, and discuss risks and opportunities ahead as well as insights into positioning for long-term growth.
This panel of top C-suite executives will discuss how the world’s largest fund managers are adapting to these shifts, and discuss risks and opportunities ahead as well as insights into positioning for long-term growth.
- 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
Chairman and Group CIO
Endowus
Chairman and Group CIO
Endowus
speakers
Eddy Wong
Asia CEO
Amundi
Asia CEO
Amundi
Joel Kim
CEO Asia ex-Japan
Dimensional Fund Advisors
CEO Asia ex-Japan
Dimensional Fund Advisors
Vincent Chui
Managing Director and Head of Wealth Management, Asia Pacific
Morgan Stanley Asia Intl Ltd
Managing Director and Head of Wealth Management, Asia Pacific
Morgan Stanley Asia Intl Ltd
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Equities Outlook:
Seeking Opportunities in Uncertain Times
Seeking Opportunities in Uncertain Times
The global equities market has had two consecutive years of bull run in 2023 and 2024, largely driven by US markets and mega-cap tech stocks. Entering into 2025, we saw volatilities in the market with news flow on trade tariffs and geopolitical shifts. How do fund managers navigate market cycles, macroeconomic headwinds, and valuation challenges ahead of uncertainties?
From the impact of interest rates and geopolitical shifts to sector-specific opportunities, this panel will provide key insights into how investors can navigate the equities market in 2025.
From the impact of interest rates and geopolitical shifts to sector-specific opportunities, this panel will provide key insights into how investors can navigate the equities market in 2025.
- 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
Sin Ting So
Chief Client Officer
Endowus
Chief Client Officer
Endowus
speakers
Ioannis Baltopoulos
Senior Vice President, Portfolio Manager, Equity Alternative Strategies
Acadian
Senior Vice President, Portfolio Manager, Equity Alternative Strategies
Acadian
Gregoire Durel
Senior Investment Specialist
Amundi US
Senior Investment Specialist
Amundi US
Andrew Lee
Investment Director
Capital Group
Investment Director
Capital Group
Yuzhou Fang
Vice President, Hedge and Mutual Funds Investment
Ping An of China AM (HK)
Vice President, Hedge and Mutual Funds Investment
Ping An of China AM (HK)
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Fireside Chat with iCapital
Fireside chat with iCapital
- 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
Hugh Chung
CIO
Endowus
CIO
Endowus
speakers
Tuan Lam
Head of Asia Pacific
iCapital
Head of Asia Pacific
iCapital
Gregory Van
CEO
Endowus
CEO
Endowus
x
The Credit Playbook:
Exploring the Credit Spectrum
Exploring the Credit Spectrum
As markets evolve, investors are seeking new opportunities across the credit spectrum — from systematic investing and multi-asset strategies to the high yield market. How are fund managers identifying value and managing risk in today’s environment? What role do macroeconomic trends, rate cycles, and liquidity conditions play in shaping credit allocations?
In this discussion, experts from leading fund managers will share their insights on navigating credit markets, uncovering opportunities, and building resilient portfolios in an ever-changing landscape.
In this discussion, experts from leading fund managers will share their insights on navigating credit markets, uncovering opportunities, and building resilient portfolios in an ever-changing landscape.
- 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
Steffanie Yuen
Managing Director & Head of Hong Kong
Endowus
Managing Director & Head of Hong Kong
Endowus
speakers
Karan Talwar
Client Portfolio Manager, Public Fixed Income
Barings
Client Portfolio Manager, Public Fixed Income
Barings
Sriram Reddy
Head of Client Portfolio Management, Discretionary
Man Group
Head of Client Portfolio Management, Discretionary
Man Group
Jingjing Huang
Senior Vice President and Product Strategist
PIMCO
Senior Vice President and Product Strategist
PIMCO
Francis Wong
Managing Director
UBP Asset Management Asia
Managing Director
UBP Asset Management Asia
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Beyond Public Markets:
Private Markets and their Appeal
Private Markets and their Appeal
With public market volatility on the rise, investors are increasingly turning to private markets for diversification and returns. The panel will discuss different asset classes in private markets (private equity, private credit, and private infrastructure), what’s driving the increased interest, the role of private markets in long-term investment strategies, and new structures (evergreens) that are helping access.
- 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
Hugh Chung
CIO
Endowus
CIO
Endowus
speakers
Richard Chan
Vice President
Brookfield Oaktree Wealth Solutions
Vice President
Brookfield Oaktree Wealth Solutions
Joe Ma
Principal, Secondary and Portfolio Finance
Carlyle AlpInvest
Principal, Secondary and Portfolio Finance
Carlyle AlpInvest
Neil Johnson
Managing Director
Macquarie Asset Management
Managing Director
Macquarie Asset Management
Vicky Yick
Head of Private Wealth Greater China
Partners Group
Head of Private Wealth Greater China
Partners Group
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