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HKSFA Inaugural Asset Owner Series Event

January 17, 2018

Hosted in partnership with CFA Society New York and sponsored by HSBC

Press Release
Opening Remarks (Tom Brigandi)

Keynote Address

Mr. Martin Matsui
Head, Asset Allocation
Hong Kong Monetary Authority

Panelists (by last name)

Mr. Norman Chan, CFA
Senior Portfolio Manager, Infrastructure Investments, Asia Pacific
APG Asset Management Asia

Mr. Joseph Lee

Head, Trustees Supervision
Mandatory Provident Fund Schemes Authority

Mr. Jingsu Pu, FSA, FRM

Managing Director, Head of Portfolio Management, Asia
MetLife Investments

Mr. Maverick Wong

Managing Director, Head of Private Equity
China Ping An Insurance Overseas (Holdings) Limited

Mr. Dongyue Zhang

Investment Director, Multi-Asset & Macro Investing Team
Aberdeen Standard Investments


Mr. Elvin Tharm, FSA
Head of Business Development and Client Relationship, Wealth


Two of the largest local CFA societies in the world team up to bring burgeoning Asset Owner Series to Hong Kong. HKSFA and CFA New York work in tandem to engage and connect key decision-makers dispersed across the global asset-ownership sphere for peer-to-peer events.

The Series is a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds.

The objective of the Series is to host chief investment officers, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds, insurance companies, single family offices, multi family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions and union pensions that collectively manage in excess of US$10 trillion in assets (approximately HK$78 trillion) over the next 2 to 3 years.