Asset and Wealth Management

[Webinar] Private Debt: Exploring an Expanding Investment Class

Overview

(This webinar is an updated version of "Private Debt as a New Investment Class" originally delivered on 9 March 2022.)

Private debt is one of the largest alternative asset classes globally but is still at an early stage of development in Asia. This asset class offers an attractive risk/return profile with low volatility and high cash income, as well as diversification versus public fixed income and equities. The current market with high interest rates, elevated inflation and risk on equity and property make it a compelling investment.
 

Content

1. Background to private debt as alternative asset class
2. Market dynamics
3. Product characteristics
4. Opportunity for borrowers and investors
5. Risk/return profile

Who should attend

The webinar is primarily targeted at wealth managers, asset managers, private bankers, insurance and family office practitioners, regulators, as well as high net worth investors.

Financial Incentive Scheme of the WAM Pilot Programme

This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).

Speaker/Course Instructor

Peter James SZEKELY
Peter is a founding member of TCP and sits on the Board, Investment Committee and Audit, Risk and Compliance Committee. He is responsible for the business management and investment activities across TCP’s regional footprint.

Peter brings 25+ years of debt market experience. Peter has experience in both private and public debt markets, having previously led Morgan Stanley’s Asia-Pacific leveraged finance team, as well as Standard Chartered’s global high yield bond business. He previously worked at Credit Suisse, where he focused on high yield bond origination, before setting up the Hong Kong Leveraged Finance business.

Peter started his career at JPMorgan in New York. He was most recently head of funds coverage for ANZ. Peter holds a BA in Economics and Chinese from Middlebury College.

Details

Code
TSBAW24001201
Date & Time
Wednesday, 5 Jun 2024 (12:00PM - 1:00PM)
Venue
Virtual Platform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Language
English
Hours
SFC:1.00, PWMA:1.00