Does it feel like your organisation is always one setback away from a financial crisis?
To achieve long-term sustainability, non-profits must balance mission-focus with financial discipline. Effective oversight of reserves and investments requires clear policies, disciplined decision-making, and active board engagement.
Join industry experts and charity leaders from Endowus, Social Impact Partners (SIP) and WYNG Foundation on Thursday, 28 May 2026, for a workshop designed to equip your cause with the tools to build robust financial reserves and sustain your mission. We will cover topics including:
- Importance of Reserve Management: Why it matters for long-term stability
- From Policy to Practice: Key components of Investment Policy Statement (IPS)
- Expert Insights: Effective strategies for reserve and treasury management to support your organisation’s mission and future resilience
Event Information
Date: Thursday, 28 May 2026
Time: 12:30-2 PM HKT (Registration starts at 12:15 PM)
Location: Central (Disclosed upon confirmation)
Language: English
Limited capacity, first-come-first-served. Light lunch will be provided.
Email events.hk@endowus.com to secure your spot.
About the speakers
Dominic Ong, Chief Financial Officer & Head of Strategic Partnerships, Endowus
Dominic Ong is the Chief Financial Officer of Endowus, a leading digital wealth platform in Asia.
Dominic oversees the strategic planning and implementation of all financial activities of the business. With over 15 years of financial services experience, he has deployed revolutionary financial strategies to drive radical growth and empowered Endowus to become a trusted and leading investment platform that offers access to the best-in-class digital experience.
Prior to Endowus, Dominic was the Head of Strategy and Business Development in Asia-Pacific at Rayliant Global Advisors, a quantitative asset manager. In this role, he was leading the firm’s institutional business development efforts in the APAC region and had set up Raliant’s Strategy function, even successfully closing one of their fundraising rounds.
He started his career advising Australian banks and private equity firms on strategy at McKinsey & Company in Sydney. After which, he spent a decade at Standard Chartered Bank in Hong Kong and Singapore where he held several senior positions, including as the head of the quantitative investment solutions (QIS) team which developed investment products for the Bank’s institutional, corporate and private banking clients.
Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus
Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus, one of the largest independent wealth platforms in Asia with over US$9 billion in assets under advice.
Before joining Endowus, Steffanie was Managing Director at Value Partners, responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners, which together serve over 1.2 billion annual active users globally.
Steffanie started her career in the investment banking divisions of Barclays and Deutsche Bank in Hong Kong and holds a BS in Finance and Accounting degree from New York University’s Stern School of Business.
She was selected into the Financial Leaders Programme in 2023, organised by the Hong Kong Monetary Authority, and is currently a Board Director of the Fintech Association of Hong Kong.
Risk Warnings
Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. 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.
Opinions
Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.
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 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, 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.
No invitation or solicitation
Neither the information, nor any opinion, contained in this article constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.
This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
.png)
