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About the Event
Endowus warmly invites you to an exclusive in-person event, Deep Dive with Carlyle: Unlocking Opportunity in Private Markets on 13 May 2025 (Tuesday) from 6 to 8pm, co-hosted with The Carlyle Group, the global alternative investment giant with over US$440 billion of AUM.
As investors navigate volatility in the public markets triggered by reciprocal tariffs initiated by President Trump and the new US administration, will private markets be immune? Experts from Carlyle will share about the Carlyle franchise and latest updates on the private equity and private credit landscape.
Moderated by Endowus Chief Investment Officer, Hugh Chung, Tracy Lau, Managing Director at Carlyle and Joe Ma, Principal, Secondary and Portfolio Finance at Carlyle AlpInvest will also discuss how investors should consider including private equity and credit in their portfolios and the nuances of sub-asset class opportunities within these asset classes on a discussion panel.
Event Information
Date: Tuesday, 13 May 2025
Time: 6:30-8PM (Registration starts at 6PM)
Venue: Central (Full address will be shared in the confirmation email)
Due to limited capacity, priority will be given to Endowus clients. Please sign up with your account email or create an Endowus account here.
The event may qualify for 1 hour of Continuous Professional Training (CPT) under the Hong Kong Securities and Futures Commission guidelines subject to your employer or internal compliance approval. An attendance letter can be requested and will be issued 14 business days after the event. A minimum participation time of 50 minutes is required to receive credit.
About the speakers
Tracy Lau, Head of Asia Investor Relations at Carlyle Global Credit
Tracy Lau is a Managing Director and Head of Asia Investor Relations for Global Credit, focused on working with investors in the Asia Pacific region. She is based in Hong Kong. Prior to joining Carlyle, Ms. Lau was at Barings LLC for 9 years, where she was Managing Director and Head of Greater China & Southeast Asia institutional business. Prior to Barings, Ms. Lau spent 5 years at BlackRock responsible for developing and maintaining relationships with institutional investors in Hong Kong, Macau, and the Philippines. Before joining BlackRock in 2006, she worked as a senior customer relationship officer at Shanghai Commercial Bank, responsible for marketing and product development within the Bank's wealth management department. She holds a BBA in Marketing and Economics from Simon Fraser University.
Joe Ma, Principal, Secondaries and Portfolio Finance, Carlyle AlpInvest
Joe Ma is a Principal in the Secondary and Portfolio Finance team at Carlyle AlpInvest where he is responsible for sourcing, evaluating, and executing transactions across Asia. He joined AlpInvest Partners in 2013 from Morgan Stanley where he worked within the investment banking division. Joe received a BS in Business Administration from the University of California in Berkeley.
Hugh Chung, Chief Investment Officer at Endowus
Hugh has more than 20 years of experience in the asset management and financial advisory space in Asia. In his previous role as the Chief Investment Officer for a single family office, he was responsible for strategic asset allocation, portfolio construction and fund selection across all regions and asset classes. In his current role, Hugh leads the integration of investment functions and strategies across the Endowus Group, comprising the Endowus digital platform, Endowus Private Wealth, and Carret Private. He oversees the centralised Investment Office, which provides group strategic direction on the expert curation and management of all investment solutions across public and private markets, for individual and institutional investors in Hong Kong and Singapore.
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.
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