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:
Asset Allocation of Family Offices (FO): How US and Greater China FO differ?
How FO (US and Greater China) invest in Greater Bay Area and A shares?
Key concerns for FO – US and Greater China perspectives
Institutionalization / Professionalization of Structuring of Family Offices
Jae Yoon, CFA CIO, New York Life Investment Management
Thomas Brigandi, CFA Global Asset Owner Series Founder & Lead Organizer, CFANY
Brian Delucia Managing Partner, Family Office – Arribato LLC
Daniel Fridson General Director, Arribato LLC
Jose Martinez Executive Vice Presidente, Rimac Seguros
Diego Marrero CIO, AFP Habitat
Eduardo Tirado CIO, Pacifico Seguros
Oscar Corpancho Gerente de Renta Variable, AFP Prima
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