[Webinar] Beyond Traditional Assets: The Rise of Alternative Investments
概要
Alternative investments including private equity, private credit, real estate, hedge funds and other non-traditional investments have seen tremendous growth in their share within the asset allocation of institutional and increasingly individual investors, driven by the search for diversification and higher returns amidst volatile public markets. Assets under management (AUM) of alternatives is expected to double to more than US$20 trillion by 2030.
This seminar provides insights on the growing sectors of private markets, the role of alternative investments in portfolios and how investors can incorporate them to complement their traditional portfolios especially during times of uncertainty.
內容
• Introduction to the different types of alternative investments and their latest trends
• Structural trends driving the tremendous growth of alternatives
• The role of alternative investments in investors’ portfolios and how they can improve resilience and/or improve risk-adjusted returns
• Potential risk factors associated with alternative investments and how they can be managed
對象
Individual investors, investment advisors, asset managers, senior management such as Responsible officers, Managers-in-Charge, directors, wealth management staff and professionals working in the family offices sector, financial planners and consultants seeking to explore and incorporate alternative investments to their portfolios and anyone interested in learning about alternative investment opportunities and their impact on asset allocation strategies.
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
憑藉其橫跨金融與科技兩個領域的獨到經驗及專業行業知識，萬先生致力透過科技的力量，讓投資者能夠以公平合理的費用獲取專業的投資顧問服務，以及過往只有機構投資者才能享有的投資產品。
萬先生深信時間是投資者最大的本錢。他通過一個僅收取投顧費而不收取任何銷售佣金的機制，配合自動化與個人化的財富管理服務，幫助投資者有效地利用時間獲取最大的回報，實現他們的財富及人生目標。
萬先生已連續兩年在《亞洲資產管理雜誌》（Asia Asset Management）主辦的「Best of the Best Award 2023」中榮獲新加坡地區的「年度首席執行官」（CEO of the Year）獎項。他目前擔任世界經濟論壇（World Economic Forum）下的全球零售投資者指導委員會（Global Retail Investors steering committee）之成員。