About the Event

For three decades, investors have been trained to think that the fixed income market is a safer place to hide in times of volatilities. However, as markets grapple with the US Fed’s most aggressive rate hike cycle in four decades, the bond markets may give us an unprecedented third year of losses. Can we still see the market turn around this year? Have interest rates peaked and where is it headed going forward? Is this finally a good time to get back into fixed income? 

Endowus invites you to join an exclusive in-person discussion, on 2 November 2023 (Thur) from 6-8pm. Endowus Chairman and Chief Investment Officer (CIO) Samuel Rhee will be hosting experts from fixed income heavyweights, including public market powerhouses Blackrock, PIMCO, as well as leading private credit manager Ares, for a fireside chat. 

We will discuss how investors can navigate and assess the impact of “higher for longer” interest rates. Key topics of discussion include the macro and Fed policy outlook, where interest rates are headed and most importantly the implications to investors’ portfolios.

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Event Information

Date: Thursday, 2nd November 2023

Time: 6pm to 8pm HKT

‍Venue: The Executive Centre, Level 19, Two Chinachem Central, No. 26 Des Voeux Road, Central, Hong Kong

Wine and canapés on the house. Registration will be on a first-come-first-served basis.

For further enquiries, contact support.hk@endowus.com.

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About the Speakers

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Samuel Rhee, Chairman and Chief Investment Officer, Endowus

Samuel Rhee is Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform, and is a co-founder of the company. He is the former CEO and Chief Investment Officer of Morgan Stanley Investment Management in Asia, with three decades of institutional investing experience in Singapore, Hong Kong, and London. 

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is responsible for the company’s macro research, asset allocation and investment selection across all offerings. 

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Corwin Huang, Asia Head of Fundamental Fixed Income Product Strategy, BlackRock‍

Corwin Huang, is Asia Head of Fundamental Fixed Income Product Strategy at Blackrock. He is responsible for the development of BlackRock’s Asian Fixed Income strategies and the commercialization of Fundamental Fixed Income strategies in Asia. 

Corwin began his career as a data scientist at BlackRock Solutions, specialising in fixed income analytics and portfolio optimization. He graduated from the University of Michigan - Ann Arbor, Summa Cum Laude, with a Bachelors of Science in Engineering, concentrating in Operations Research and Financial Engineering.

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Stephen Chang, Portfolio Manager, Asia, PIMCO

Stephen Chang, is Managing Director and Portfolio Manager at PIMCO, with 27 years of investment experience. He is responsible for managing Asia portfolios and developing PIMCO’s business in this space. He is also a member of the PIMCO Inclusion and Diversity Advisory Council. 

Prior to joining PIMCO in 2018, he was Managing Director and Head of Asian Fixed Income for JPMorgan Asset Management, responsible for managing bond portfolios in the region and setting macro and asset allocation strategy as part of the broader emerging market debt team. Previously, Stephen was a senior interest rates and derivatives trader with the Royal Bank of Scotland in Hong Kong and a global fixed income portfolio manager at Fischer Francis Trees & Watts, Inc. in New York. He holds a master’s degree in management science from Stanford University and an undergraduate degree in computer science from Cornell University.

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Michael Chen, Managing Director, Asia Pacific, Ares Management

Mr. Chen is a Managing Director and Relationship Manager in the Ares Global Client Solutions Group, where he oversees institutional client management for Hong Kong, Southeast Asia, Australia and New Zealand. Prior to joining Ares in 2019, Mr. Chen was an Executive Director and Head of Institutional Client Coverage, Greater China Offshore at UBS Asset Management, where he led business development and consultant relationship. Previously, Mr. Chen was a Senior Manager, Institutional Marketing at Invesco, where he focused on Hong Kong, Korea and Southeast Asia. Mr. Chen began his career in financial services at AMP Capital Investors, where he held numerous roles focused on strategic initiatives, business development and client relationships across the Asia Pacific region. Mr. Chen holds a B.A. from the University of New South Wales in Economics.

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‍Disclaimer

Risk Warnings

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