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Hong Kong’s first independent, conflict-free digital wealth manager presents the Endowus Investment Summit

April 9, 2024

The inaugural event will feature leading global fund powerhouses in the wealth management industry including Dimensional, Natixis, Amundi, Carlyle, EQT, Partners Group, PIMCO and more.

HONG KONG, 26 MARCH 2024 – Endowus, Asia’s leading digital wealth management platform, will be hosting its inaugural Endowus Investment Summit in Hong Kong on 17 April, a first-of-its-kind conference organised by a wealthtech firm, with a comprehensive agenda showcasing the outlook and strategies across asset classes from market leaders – fixed income, equities, hedge funds, private credit, private equity, and alternatives.

Held at the Asia Society Hong Kong Center, the flagship event will offer curated insights for retail and professional investors to navigate a turbulent macroeconomic landscape. An elite assembly of industry experts and thought leaders will discuss how investors can build both short-term resilience and long-term growth into their investment portfolios. 

The event will be graced by Guest-of-Honour, Howard Lee, Deputy Chief Executive of the Hong Kong Monetary Authority (HKMA), who will join Samuel Rhee, Co-founder and Chairman of Endowus in a special fireside chat. 

Gregory Van, Co-founder and CEO of Endowus, said, “We’re honoured to have Mr Howard Lee grace our inaugural Endowus Investment Summit, with his extensive background in financial infrastructure, fintech, and decades of experience in the public sector. This  conference is an expression of our commitment to facilitate greater exchange of ideas and industry collaboration with regulators and public entities to better address the needs of investors in Hong Kong.” 

He added, “As the city’s first truly independent and conflict-free wealth manager, Endowus hopes to deepen our ties with the broader ecosystem, and work together with industry partners to champion total alignment to the clients’ best interest, and to empower investors with the right knowledge and opportunities for financial success.”

Steffanie Yuen, Head of Hong Kong, Endowus, added, “Despite the challenges posed by macroeconomic headwinds, Endowus stands firmly behind Hong Kong’s potential to become the region’s international asset and global wealth management hub. That said, advice for individual investors here is still very much misaligned, and Endowus is actively trying to solve this pain point by providing clients with unbiased, personalised insights and guidance to grow their wealth the right way. The Endowus Investment Summit, supported by world-class fund managers, is our first dedicated conference for the Hong Kong market and an extension of our successful flagship events in Singapore. We hope it serves as an invaluable forum for individuals investors to hear directly from industry experts and uncover suitable and appropriate opportunities to achieve their wealth and life goals.” 

A series of panel discussions have been lined up to address Hong Kong investors’ top-of-mind concerns and priorities. For instance, investors deciding their allocations between bonds and trending technology stocks will want to attend the Equities and Fixed Income Outlook panels. A session focused on Private Markets & Hedge Funds will offer advice on navigating more sophisticated options when it comes to the world of private assets, and how to manage risk while staying diversified. Investors can look forward to perspectives on how the rest of 2024 will pan out as we head towards the U.S. election, and potential pivot for the US Federal Reserve, with rate cuts on the horizon while juggling inflation and geopolitical tensions in the backdrop.

Notable speakers represented at the Summit include: Tracy Lau, Managing Director, Carlyle; Joel Kim, Dimensional's Asia ex Japan CEO, Dimensional; William Vettorato, Managing Director, EQT; Edwin Chan, Head of Asia and Head of Client Solutions APAC, iCapital; Helen Zhu, Managing Director & Chief Investment Officer, Nan Fung Trinity; Henry Chui, Head of APAC Private Wealth, Partners Group; Andy Suen, Co-Head of Asia ex-Japan Fixed Income, Pinebridge, and Gabriel Yu, Director and Fixed Income Portfolio Manager, Ping An Asset Management, among many others. 

The Endowus Investment Summit 2024 is co-hosted with multi-family office Carret Private, and proudly supported by Diamond Partner Dimensional Fund Advisors, Platinum Partners iCapital and Natixis, and Gold Partners Amundi, Barings, Carlyle, EQT, Franklin Templeton, M&G, Pinebridge Investments, Partners Group, PIMCO, and Ping An Asset Management. 

Endowus is also proud to have the support of the broader industry with Supporting Partners such as Alternative Investment Management Association, Chinese Financial Association of Hong Kong, Family Office Association of Hong Kong, Fintech Association of Hong Kong, Hong Kong Institute of Bankers, Hong Kong Securities and Investment Institute, Hong Kong Venture Capital and Private Equity Association, and InvestHK.

For more information on the Summit and to register your interest to attend, please visit: Seats are limited. Successful registrants will be informed via email.

Event Agenda

Download the full appendix here.