eSeminar - CPT Bearing

Beyond Traditional Assets: The Rise of Alternative Investments

概要

This eSeminar is a recorded session of the "Beyond Traditional Assets: The Rise of Alternative Investments" webinar held on 29 May 2025.

Mr Gregory Van, CEO of Endowus highlights the growing significance of alternative investments, including private equity, hedge funds and real estate, as the pursuit of diversification and higher returns intensifies amid volatile public markets. Key topics include key trends, the role of alternatives in enhancing portfolio resilience, and effective integration strategies.

宗旨

By the end of this eSeminar, you will be able to:
- Describe the role of alternative investments in portfolio construction, including strategies to enhance resilience and improve risk-adjusted returns, while managing associated risks effectively
- Outline the structural drivers behind the rapid growth of alternatives and their implications for investors.
- Explain the different types of alternative investments and identify the latest market trends shaping this asset class.

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.

導師/講者

萬振邦
萬振邦先生為Endowus智安投聯合創辦人兼首席執行官,專責掌管公司的戰略規劃與實施,積極推動Endowus 智安投的業務發展。萬先生於瑞銀集團的投資銀行界別開展其職業生涯,專責為亞太地區的私募基金及創投公司提供融資顧問服務。他隨後加入Grab,成為該公司的電子支付團隊的先驅要員之一,並成功地將嶄新的電子支付服務拓展至東南亞各市場。

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。

詳情

活動編號
TEEEC25008401
地點
網上平台
相關主題
第1類 - 證券交易
第4類 - 就證券提供意見
第9類 - 提供資產管理
標籤
語言
英文
級別
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HK$230
機構會員員工: HK$230
非會員: HK$460
香港中資証券業協會(HKCSA): HK$320