FOAHK 2025 Case Competition

Overview
FOAHK 2025 Case Competition provides an opportunity for students to gain insights into the growing family office industry and the trends in sustainable investment in Asia. Through the case competition, students are able to discover what it takes to work as a relationship manager in a multi-family office. Participants will have access to an exclusive training webinar and the opportunity to work closely with industry veterans. Shortlisted teams will receive mentorship from experts in leading banks, family offices, and asset management firms. They will also have the chance to present their ideas to seasoned industry  professionals.

Theme: All in the Family: Building a Strategic Alternative Investments Portfolio
Alternative investments, including private equity, venture capital, and other non-traditional asset classes, have gained prominence as traditional financial avenues have no longer become the sole source of growth or stability. But how does one choose what strategies, geographies, and sectors to invest in? More specifically, how might a family office choose to allocate versus an institutional investor? Students will dive deep into the world of alternative investments and family offices and gain first-hand practical knowledge as well as analytical skills essential for a career in this industry.

‍Who We Are Looking for:
-Full-time undergraduate students from all majors across the globe are welcome.
- Students from different universities within the same region may form a team. However, cross-region teams are not permitted.
- Each team must consist of 3-4 students and submit one online registration form before
the deadline on 17 December 2024 11:59 pm (HKT/SGT).
- Each team must nominate a team captain who will be responsible for submitting the registration and receiving all competition material.
‍
‍‍Competition Highlights
- Interview opportunities with 10+ leading asset management firms
- On-site visit opportunities to top banks and asset management firms.
- Networking event with regulators, FOAHK members, and renowned industry professionals
- One-on-one consulting opportunity with expert mentors
- Exclusive training webinar on the family office ecosystem, portfolio management, and quantitative investing
- Full scholarship for professional courses
- Certificate and letter of recommendation from the FOAHK

Learning Outcomes
- Understand how a wealth manager generates long-term value and achieves clients’ investment goals amidst the current macroeconomic environment.
- Acquire practical business knowledge and insights from industry veterans through exclusive training and one-on-one mentorship.
- Interact with renowned corporates and investment experts to broaden your industry network and deepen your understanding of the field.

‍Champion
- Cash prize $5,000
- CAIA Association Fundamentals of Alternative Investments course scholarship
- IPI x Henley Business School Family Office Programme - exclusive access to 2 modules
‍
‍1st Runner Up
- Cash prize $3,000
- IPI x Henley Business School Family Office Programme - exclusive access to 1 module

2nd Runner Up
- Cash prize $2,000
- IPI x Henley Business School Family Office Programme - exclusive access to 1 module

Finalists
- On-site visits to top banks and asset management firms
- Publication on FOAHK’s social media platforms, newsletter, and website
- Interview opportunities with 10+ asset management firms