
Endowus Investment Summit
Thursday, 19 March 2026 | 2.00 PM –7.30 PM
Asia Society Hong Kong Center, 9 Justice Dr, Admiralty
HIGHLIGHTS FROM 2025
How can investors navigate complexity and find clarity in 2026?
The third annual Endowus Investment Summit Hong Kong returns on 19 March 2026, bringing together leading voices in finance and policy to tackle this year's defining shifts — from policy divergence, the AI revolution to a strong comeback of emerging and Asian markets.
Gain actionable strategies from industry experts as they cover topics ranging from effective deployment strategies in a shifting rate environment, to identifying quality investments in private markets, and capturing growth opportunities beyond the US.
Register now to reserve your spot at this exclusive event!
2025 Photo Highlights

Agenda
1:30 PM
2:00 PM
Registration for EIS
Debunking the naysayers
2:00 PM
2:05 PM
Opening by Endowus Co-founders
Debunking the naysayers
2:05 PM
2:20 PM
State of the Markets
Debunking the naysayers
2:20 PM
2:50 PM
Keynote Panel:
Hong Kong: Reinventing Wealth Management Leadership
Debunking the naysayers
2:50 PM
3:30 PM
Panel 1:
The Income Playbook in a Changing Rate Environment
3:30 PM
4:10 PM
Panel 2:
Time to Look Beyond US Equities?
4:25 PM
5:05 PM
Panel 3:
Equity Investing Masterclass:
Learnings from the Institutional Playbook
5:05 PM
5:15 PM
Presentation by iCapital:
Alternatives Decoded
5:15 PM
5:55 PM
Panel 4:
Strategic Role of Alternatives in Today's Portfolios

Speakers

Kenneth Hui
Executive Director (External)
Hong Kong Monetary Authority

Martin Matsui
Former Chief Strategy Officer, Exchange Fund Investment Office
Hong Kong Monetary Authority

Joe Ngai
Chairman, Greater China
McKinsey

Gregory Van
Co-founder & CEO
Endowus

Samuel Rhee
Co-Founder, Chairman and Group CIO
Endowus

Steffanie Yuen
Managing Director & Head of Hong Kong
Endowus

Hugh Chung
Chief Investment Officer
Endowus

Caroline Kim, CFA, CAIA, CIPM
Managing Director
Himalaya Capital

Davy Yuen
Head of Wholesale, Hong Kong
Nomura Asset Management Hong Kong Limited

Dora Seow
CEO
Natixis Investment Managers Singapore

Florian Neto, CFA
Head of Investment, Asia
Amundi

Gordon Tsui, CFA
Managing Director & Head of Fixed Income
Ping An Asset Management (Hong Kong)

Henry Chui
Co-Head of Asia & Head of Private Wealth Asia Pacific, Member of Management
Partners Group

James Cook
Investment Director, Emerging Markets
Federated Hermes

John Argi
Co-Head UBP Alternative Investment Solutions (AIS)
UBP Asset Management

Polina Kurdyavko
Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager
RBC Bluebay

Ram Thirukkonda, CFA, CAIA
Senior Vice President, Senior Investment Strategist
Acadian Asset Management

Stephen Chang, CFA
Portfolio Manager, Asia
PIMCO

Steve Zhu
Senior Vice President, Head of Greater China, Private Wealth
Brookfield

Tuan Lam
Managing Director, Head of APAC
iCapital

Wai Kin Leung
Senior Vice President, Asia Wealth - Client Solutions Group
Macquarie AM

Wei Dai
Global Head of Research
Dimensional

Kenneth Hui
Executive Director (External)
Hong Kong Monetary Authority

Martin Matsui
Former Chief Strategy Officer, Exchange Fund Investment Office
Hong Kong Monetary Authority

Joe Ngai
Chairman, Greater China
McKinsey

Gregory Van
Co-founder & CEO
Endowus

Samuel Rhee
Co-Founder, Chairman and Group CIO
Endowus

Steffanie Yuen
Managing Director & Head of Hong Kong
Endowus

Hugh Chung
Chief Investment Officer
Endowus

Caroline Kim, CFA, CAIA, CIPM
Managing Director
Himalaya Capital

Davy Yuen
Head of Wholesale, Hong Kong
Nomura Asset Management Hong Kong Limited

Dora Seow
CEO
Natixis Investment Managers Singapore

Florian Neto, CFA
Head of Investment, Asia
Amundi

Gordon Tsui, CFA
Managing Director & Head of Fixed Income
Ping An Asset Management (Hong Kong)

Henry Chui
Co-Head of Asia & Head of Private Wealth Asia Pacific, Member of Management
Partners Group

James Cook
Investment Director, Emerging Markets
Federated Hermes

John Argi
Co-Head UBP Alternative Investment Solutions (AIS)
UBP Asset Management

Polina Kurdyavko
Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager
RBC Bluebay

Ram Thirukkonda, CFA, CAIA
Senior Vice President, Senior Investment Strategist
Acadian Asset Management

Stephen Chang, CFA
Portfolio Manager, Asia
PIMCO

Steve Zhu
Senior Vice President, Head of Greater China, Private Wealth
Brookfield

Tuan Lam
Managing Director, Head of APAC
iCapital

Wai Kin Leung
Senior Vice President, Asia Wealth - Client Solutions Group
Macquarie AM

Wei Dai
Global Head of Research
Dimensional
Stay tuned to see our exciting lineup of distinguished speakers.
Keynote Panel:
Hong Kong: Reinventing Wealth Management Leadership
In an era of shifting market dynamics, how is Hong Kong reinforcing its position as a premier global asset and wealth management hub? Gain insights from policymakers and decision-makers on the evolving landscape and the transformative role of technological innovations that is shaping the landscape on this exclusive keynote panel.
- As we enter the middle of 2024, this predicament arises among investors facing a potential slowdown in global economic growth, the ongoing uncertainty surrounding the Federal Reserve's path, and the persistent elevation of geopolitical tensions. Unlike economies strangled by high inflation, China stages a different macro picture. Deep in its property challenges, what does it take to revive the Chinese economy from its unique challenges?
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
moderator
Samuel Rhee
Chairman and Group CIO
Endowus
speakers
Kenneth Hui
Executive Director (External)
Hong Kong Monetary Authority
Joe Ngai
Chairman, Greater China
McKinsey
x
Panel 1:
The Income Playbook in a Changing Rate Environment
With a new U.S. Fed Chair on the horizon and global central banks performing a delicate balancing act between inflation and employment, uncertainty remains the only constant.
- How can income-seeking investors stay ahead of the curve as we enter into a year of potential policy divergence?
- Is a more discerning, active and flexible approach key to navigating today’s evolving rate environment?
- With concerns of U.S. government debt and fiscal pressures, should investors consider beyond the US?
moderator
Martin Matsui
Former Chief Strategy Officer, Exchange Fund Investment Office
Hong Kong Monetary Authority
speakers
Dora Seow
CEO
Natixis Investment Managers Singapore
Gordon Tsui, CFA
Managing Director & Head of Fixed Income
Ping An Asset Management (Hong Kong)
Polina Kurdyavko
Managing Director, Head of BlueBay Emerging Markets, BlueBay Senior Portfolio Manager
RBC Bluebay
Stephen Chang, CFA
Portfolio Manager, Asia
PIMCO
x
Panel 2:
Time to Look Beyond US Equities?
With emerging markets outshining the U.S. in 2025, U.S. exceptionalism is being put to test. Amid concerns over rich valuations and a declining dollar, is it finally time to look elsewhere? The panel will examine whether risk today lies in owning too little ex-U.S. or too much of what’s already worked, and help investors think about potential ways to strengthen portfolios for the long run.
- Are the structural concerns and the end of US dollar dominance and US exceptionalism really upon us?
- How can investors position portfolios to look beyond the US?
- Which other developed or emerging markets show the most compelling opportunities in the short to medium long term?
moderator
Steffanie Yuen
Managing Director & Head of Hong Kong
Endowus
speakers
Davy Yuen
Head of Wholesale, Hong Kong
Nomura Asset Management Hong Kong Limited
Florian Neto, CFA
Head of Investment, Asia
Amundi
James Cook
Investment Director, Emerging Markets
Federated Hermes
x
Panel 3:
Equity Investing Masterclass: Learnings
from the Institutional Playbook
The quest for outperformance is universal amongst active investors, but the frameworks for achieving it are diverse. From systematic signals to decades-long fundamental conviction, what separates the world’s leading institutional investors from the crowd is not just their data—it is their discipline. This panel brings together three distinct investment philosophies to reveal how institutions navigate today’s fragmented equity landscape.
- When does a computer identify a signal that a human dismisses as noise?
- Why leverage factors to generate returns?
- How to hold through volatility when business fundamentals remain intact?
moderator
Hugh Chung
Chief Investment Officer
Endowus
speakers
Caroline Kim,CFA, CAIA, CIPM
Managing Director
Himalaya Capital
Ram Thirukkonda, CFA, CAIA
Senior Vice President,Senior Investment Strategist
Acadian Asset Management
Wei Dai
Global Head of Research
Dimensional
x
Panel 4:
Strategic Role of Alternatives in Today's Portfolios
Amid heightened market volatility and uncertainties, how should long-term investors rethink strategic asset allocation beyond the traditional playbook of equities and fixed income?
- Why should investors consider including alternatives in their portfolios?
- What are some of the potential risks and challenges of investing in alternative investments?
- What real assets can investors consider to hedge against inflation?
moderator
Gregory Van
Co-Founder and CEO
Endowus
speakers
Henry Chui
Co-Head of Asia & Head of Private Wealth Asia Pacific, Member of Management
Partners Group
John Argi
Co-Head UBP Alternative Investment Solutions (AIS)
UBP Asset Management
Steve Zhu
Senior Vice President, Head of Greater China, Private Wealth
Brookfield
Wai Kin Leung
Senior Vice President, Asia Wealth - Client Solutions Group
Macquarie AM
x