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Global equity markets continue to offer compelling long-term upside, yet navigating unpredictable volatility while capturing meaningful yield remains a core challenge.
Join us for an exclusive session with Invesco to explore how investors can seek to navigate global markets by combining broad, index-like equity participation with a defensive options-based overlay to unlock monthly income, while smoothing out portfolio volatility and cushioning against market pullbacks.
The discussion will feature expert insights from:
- John Burrello, CFA, CAIA, Senior Portfolio Manager, Invesco
- George Avery, Client Portfolio Manager, Invesco
The team will also share on the Invesco Global Equity Income Advantage Fund (Dist.) and share how they can achieve its investment objective by gaining exposure primarily to a diversified portfolio of global equity securities.
The session will be hosted by Jasmine Chan, Investment Advisory Director at Endowus.
Exclusive In-Person Event
Date: Friday, 11 September 2026
Time: 9-10 AM HKT (Registration starts at 8:45 AM)
Location: Central (Disclosed upon confirmation)
Language: English
This is an invite-only event. Secure your spot by registering via the link above. Due to limited capacity, registration will be on a first-come-first-served basis, with priority given to Endowus clients.
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. You must arrive on time; arrivals more than 10 minutes after the start will unfortunately not be eligible for the CPT. An attendance letter can be requested and will be issued 14 business days after the event.
For any inquiries, please feel free to email us at events.hk@endowus.com.
About the speakers
John Burrello, CFA, CAIA, Senior Portfolio Manager, Invesco
John Burrello is a Senior Portfolio Manager for the Invesco Global Asset Allocation team. In this role, he focuses on alternative investment strategies, including risk parity, global macro, commodities, and defensive equity.
Mr. Burrello joined Invesco in 2012 and the Global Asset Allocation team in 2016. Prior to joining the firm, he was a partner at Continental Advisors, a Chicago-based hedge fund, where he focused on equity research, derivative-based risk management, and portfolio construction. Mr. Burrello began his investment management career at UBS O’Connor in 1999.
Mr. Burrello earned a BA degree from Indiana University. He is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of Atlanta. He is also a Chartered Alternative Investment Analyst (CAIA) charterholder and was a founding chapter executive for CAIA Atlanta.
George Avery, Client Portfolio Manager, Invesco
George Avery serves as a Client Portfolio Manager for Invesco Global Asset Allocation, which invests in stock, bond and commodity markets worldwide.
Mr. Avery began his investment career with Invesco in 2001 and joined the Global Asset Allocation team in 2017. He has held various positions within the company, including the retirement, institutional sales, RFP and US product and market research groups. Most recently, he served as a senior product manager, exclusively covering the Global Asset Allocation team from October 2010 until May 2017.
Mr. Avery earned a BA degree in economics from the University of Virginia. He holds the Series 3, 6, 7, 63 and 65 registrations.
Jasmine Chan, Investment Advisory Director, Endowus
Jasmine began her career in investment banking at Barclays Capital in Hong Kong. She spent over eight years there, advising and structuring equity derivatives and funds for clients across North Asia. Jasmine then moved to Credit Suisse, where she was part of the pioneer team of a joint venture between the private bank and investment bank that originated bespoke cross-asset investment solutions for ultra-high-net-worth investors across Asia Pacific and the rest of the world. She also worked as an investment consultant, where she provided investment advice to private banking clients in the Greater China market.
Today, Jasmine leverages her unique expertise at the intersection of investment banking and private banking to empower Endowus clients to achieve their important wealth goals. Jasmine holds a BA in Mathematics and Computer Science from the University of Oxford.
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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