Asset Management Industry: The Year 2018 and beyond

Asset Management Industry: The Year 2018 and beyond


Asia-Pacific is the region with the strongest growth in asset pool in recent years and Asset Management (AM) is a growing sector in the financial services industry. Market participants find Hong Kong an ideal platform to capture the enormous opportunities arising from favourable macro trends. To enable AM practitioners broaden their understanding and enlarge their service scope to meet the market needs, it is important that they have a good understanding of the local and international market development as well as the industry trend.

Through analytic review of the 2018 industry performance, facilitated discussion of selected case studies and sharing views of the industry trends, the participants will be able to plan ahead and address the potential challenges in 2019.


1. Overview of the Asset Management industry
2. Top Ten Incidents of the industry in 2018 – a count town of top ten incidents local and international of the industry, with the top five illustrated with case studies and lessons learned
3. Top Five Trends of the industry in 2019 – a prediction of top five trends of the industry in 2019 and their implications

Who should attend

This course is primary target to experienced AM industry practitioners.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars / conferences under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for reimbursement of 80% of the course fees, subject to a maximum of HK$7,000 (whichever is lower) upon satisfactory completion of a course / seminar / conference over the three-year period of the Scheme.

Each individual may apply for reimbursement for more than one course / seminar / conference.

Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course / seminar / conference attended. Please refer to the WAM Pilot Programme website for more details.

Speaker/Course Instructor

JIM Daniel
Mr Jim is a veteran in the field of absolute return target investing with a focus in the Greater China region. He has extensive working relationships with major European institutions including mutual funds, insurance, proprietary desks and super-nationals.

Mr. Jim earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Boccioni in Milan, Italy respectively and is a CFA charter holder.


Date & Time
Monday, 17 Dec 2018 (12:00PM - 2:00PM)
HKSI Institute Training Centre
SFC:2.0, PWMA:2.0
All Member: HK$500
Staff of Corporate Member: HK$500
Non-Member: HK$1000