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Asset Owner Series 2019 – Investment Perspectives of Family Offices in US vs Asia

September 26, 2019


This is the cross-society collaboration between the Hong Kong Society of Financial Analysts (HKSFA) and CFA New York (CFANY), two of the largest local societies of CFA Institute in the world to team up and bring burgeoning Asset Owner Series to Hong Kong.

Crucial opportunities for key decision-makers whom oversee large institutional pools of capital, to gather, identify and share global challenges as well as solutions. This seminar will explore:

  1. Asset Allocation of Family Offices (FO): How US and Greater China FO differ?
  2. How FO (US and Greater China) invest in Greater Bay Area and A shares?
  3. Key concerns for FO – US and Greater China perspectives
  4. Institutionalization / Professionalization of Structuring of Family Offices



Mr. KO Chia
Director, Grace Financial

Ms. Cathy Dong
Director, Cayn Family Capital

Mr. Nithin Johnson
Director and Family Member, Arcbridge Capital

Mr. John McCareins, CAIA, CIMA
Managing Executive & Head of Asia Pacific, Northern Trust Asset Mgmt

Mr. Li Zhang
Founder and Chairman, Righteous Capital


Ms. Danye Wang
Founder and Managing Partner, UniGlobe Capital

Additional Details

Asset Owner Series Homepage
Hong Kong (HKSFA) Event Page