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16th November 2021 ( Tuesday ) | Time: 14:00 – 18:00

On 16 November 2021, Family Office Association Hong Kong (FOAHK) will host an annual forum themed “Strides into the Future – Future Proofing the Family Office Ecosystem in Hong Kong and Beyond”, celebrating its first anniversary of being the voice of the family office industry in Hong Kong. Leaders in government, finance and business will gather on this occasion to deliver keynote speeches and discuss the family office landscape in Hong Kong and beyond. Industry experts will also participate in dialogues on the role of family offices in driving ESG and marrying philanthropy with impact investing, revealing best practices for future proofing the family office ecosystem.

Agenda

13:30
Forum Registration
14:20
Welcome Remarks

- Mr. Chi Man Kwan, Chairman, Family Office Association Hong Kong
- Mr. Charles Ng, Associate Director-General of Investment Promotion, Invest Hong Kong
- The Hon. Christopher Hui, JP, Secretary of Financial Services and the Treasury

14:55
Opening Remarks
FOA Speaker 300x300 Howard - Family Office Association Hong Kong 2021 Annual Forum
Howard Marks Founder and Co-Chairman Oaktree Capital
15:15
Keynote Speech

Based on fundamental analysis and “seeking truth from facts”, quality value investing remains an effective approach in today’s investment world, and a trend likely to continue into the near future. To keep the approach fresh and effective, the concept has evolved from finding cheap stocks to finding quality businesses and people, while blending in market relevant themes such as climate change and inflation hedges to shape market outcomes. Dato’ Seri CHEAH Cheng Hye, one of the leading practitioners of quality value investing in Asia and beyond, will share how to make value work today.

Value Partners DS Cheah Cheng Hye - Family Office Association Hong Kong 2021 Annual Forum
Dato’ Seri CHEAH Cheng Hye Co-Chairman and Co-Chief Investment Officer Value Partners
15:30
Keynote Speech

While common prosperity is not a new concept, its arrival as a principal policy focus and objective signals a new direction towards equality in the world’s second largest economy. Mr. Charles LI, Founder and Chairman of Micro Connect (former Chief Executive of Hong Kong Exchanges and Clearing Limited), will examine what “common prosperity” truly means and what can be done on both the macro and micro level.

FOA Speaker 300x300 MicroC Charles1 - Family Office Association Hong Kong 2021 Annual Forum
Charles LI Founder and Chairman Micro Connect
15:45
Coffee Break
16:00

Panel : Marrying Philanthropy with Impact Investing

Philanthropy refers charitable giving for a purpose or good cause that helps others or the society without financial return, whereas impact investing aims to create specific social or environmental impacts in addition to financial gains. The panel will look into the growing demand for impact investing among family offices, how philanthropy and impact investing can be done in tandem and nurture a family’s human capital through developing the next-generation family members’ entrepreneurial orientation and societal capital it brings.

FOA Speaker 300x300 Chang.David - Family Office Association Hong Kong 2021 Annual Forum
Mr. David CHANG Chair of Philanthropy Sub Committee Family Office Association Hong Kong
FOA Speaker 300x300 Mr. Fok - Family Office Association Hong Kong 2021 Annual Forum
Mr. Eric FOK Vice President Fok Ying Tung Group
FOA Speaker 300x300 Francis Ngai - Family Office Association Hong Kong 2021 Annual Forum
Mr. Francis NGAI Founder and Chief Executive Officer     Social Ventures HK
Mrs. Yvette Yeh Fung 1 - Family Office Association Hong Kong 2021 Annual Forum
Mrs. Yvette Yeh Fung Chair The Yeh Family Philanthropy
16:55
Remarks

Asia’s stellar economic growth and development has attracted the attention of capital around the world looking to make a play for the best opportunities. Mr. Michel LONGHINI, a wealth management veteran, will shed light on the operations of European family offices and how they compare with their Asian counterparts, their strategy to capitalise on the investment opportunities in the region, and why Hong Kong is the ideal location to establish satellite operations.

Mr. Michel LONGHINI CEO Private Banking Edmond de Rothschild (Suisse) S.A.
17:05

Panel : Role of Family Office in Driving ESG

ESG and sustainability are now more important than ever. The panel will discuss why ESG is here to stay from a family office perspective and the different roles that single family offices and multi-family offices play in pushing forward ESG considerations and integration. It will also examine next-generation family members as the driving force in single family offices leading and managing ESG issues, and multi-family offices’ role as institutional investors in supporting and reinforcing better corporate ESG governance and integration.

FOA Speaker 300x300 john wong - Family Office Association Hong Kong 2021 Annual Forum
Mr. John WONG Chair of Wealth Planning Sub Committee Family Office Association Hong Kong                      
FOA Speaker 300x300 ChristinaLau - Family Office Association Hong Kong 2021 Annual Forum
Ms. Christina LAU Chair of Risk Management and Resilience Sub Committee Family Office Association Hong Kong
Cynthia Zhu - Family Office Association Hong Kong 2021 Annual Forum
Ms. Cynthia ZHU Founding Partner, Cullinan Family Office Head of International, Sinosynergy Committee Member, HCFA
FOA Speaker 300x300 william - Family Office Association Hong Kong 2021 Annual Forum
Dr. William YU Founder and Chief Executive Officer World Green Organisation
17:55
Closing Remarks

- Mr. Kenneth Ho, Vice Chairman, Family Office Association Hong Kong

18:00
Cocktail

In-person attendance to the event is by invitation only

Event Organizer

FOA HK OK 09 - Family Office Association Hong Kong 2021 Annual Forum

Co-Organizer

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Luncheon Sponsor

HashKey Group - Family Office Association Hong Kong 2021 Annual Forum

Gold Sponsors

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BANK OF SINGAPORE 1 - Family Office Association Hong Kong 2021 Annual Forum
BIL - Family Office Association Hong Kong 2021 Annual Forum
INDOSUEZ WEALTH MANAGEMENT 1 - Family Office Association Hong Kong 2021 Annual Forum
CHARLES MONAT 1 - Family Office Association Hong Kong 2021 Annual Forum
GUOTAI JUNAN INTERNATIONAL 1 - Family Office Association Hong Kong 2021 Annual Forum
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