[面授研討會] 資產管理行業: 2023年及以後
概要
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 2023 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 2024.
The event will be in hybrid format, for webinar, please click here to register!
If you have any specific topics or questions that you would like Mr Jim to address during the seminar, please submit to [email protected] by 8 December 2023.
內容
1. Overview of the Asset Management industry
2. Top Ten Incidents of the industry in 2023 – a countdown of top ten local and international incidents of the industry, with the top five illustrated with case studies and lessons learned
3. Top Five Trends of the industry in 2024 – a prediction of top five trends of the industry in 2024 and their implications
對象
This course is primary target to experienced AM industry practitioners.
資產財富管理業先導計劃 - 專業培訓資助計劃
本課程已被審批為「提升資產財富管理業人才培訓先導計劃」(以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」(以下簡稱「本計劃」)。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能,使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費,上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構,有關申請要求之細則及手續,請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。
導師/講者
Over the years, Mr Jim has established himself as one of Asia's pioneers in global hedge fund investments, conducted due diligence on more than 5,000 and allocated to over 100 funds. Mr Jim has been lecturing at the Institute for 20 years on topics ranging from hedge fund to asset management and is currently also a Part-time Lecturer at the Hong Kong Metropolitan University.
Daniel earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Bocconi in Milan, respectively, upon graduating from St. Joseph’s College in Hong Kong.