Fund Investment Strategy for second half year under Interest Cycle Turn
Date: 20 July 2023 (Thursday)
Time: 7:00 p.m. – 8:00 p.m. (Registration starts at 6:30 p.m.)
Venue: 23/F, K11 Atelier King's Road, 728 King's Road, Quarry Bay, Hong Kong
Language: Cantonese
Registration Deadline: 16 July 2023
The US Federal Reserve's stance is more aggressive than market expectations. With the news of a pause in interest rate hikes in June, many investors believe that the rate hike cycle is likely to change. If you want to seize the opportunity, you need to start planning for the asset allocation after the rate hike cycle.
WeLab Bank understands your desire on planning ahead, so we have partnered with three top global investment companies, including J.P. Morgan Asset Management, PIMCO Investment Management and Allianz Global Investor, to bring you a seminar on global economic analysis and investment trends for second half year on the 20th of this month. Investment experts will analyze how to strategically deploy in global bonds, stock sectors, and asset allocation, taking advantage of interest rate cycles and capturing attractive investment opportunities.
In addition to experts sharing sessions, there will also be a live Q&A session where experts will help addressing your questions and concerns. Attendees will receive an exquisite gift. Light refreshments.
The seats are limited, register now!
*If the number of registrations exceeds the limit, the seats will be allocated by drawing lots. Successful applicants will be received a confirmation email on or before 18 July 2023.
Moderator and Speakers
Below is the list of Moderator and Speakers for this event.
Advisor, WeLab Group
Various management positions in multiple large-scale multinational banks and financial institutions, in which he led the development of wealth management and asset management businesses across Asia.
Head of Hong Kong Direct Business, J.P. Morgan Asset Management
Mr. Chris Tong, CAIA, FRM, Executive Director, is Head of the Hong Kong Direct Business at J.P. Morgan Asset Management. In his role, Chris oversees the distribution of mutual funds to mass retail clients and leads the growth of the firm’s direct-to-customer business in Hong Kong.
Chris has over 15 years of experience in the financial services sector. Prior to re-joining the firm in 2021, Chris was an intermediary client advisor at Invesco for 2 years. From 2015 to 2019, he was a client advisor with the Hong Kong Intermediary business at J.P. Morgan Asset Management, working with financial intermediaries such as retail banks and insurance companies on the distribution of mutual funds. Chris started his career at HSBC where he was a District Investment Consultant.
Chris holds a Bachelor of Science degree in Economics and Finance from the Hong Kong University of Science & Technology.
Vice President, Global Wealth Management, PIMCO Investment Management
Mr. Lam is a vice president in the Hong Kong office and a member of the global wealth management team. He is responsible for distribution partnerships with financial intermediaries in Hong Kong, particularly with retail banks, insurance companies and independent financial advisors. Prior to joining PIMCO in 2017, he worked in retail funds distribution at Invesco Asset Management for 10 years, most recently as associate director of intermediary sales. He has 16 years of investment experience and holds a master's degree in risk management science from the Chinese University of Hong Kong. He received a bachelor's of applied finance degree from Macquarie University, Australia.
Director, Distribution, Allianz Global Investors
Mr. Paul Fu is a director at Allianz Global Investors. He joined Allianz Global Investors in 2011 and is responsible for promoting mutual funds to financial institution in Hong Kong and China. Mr. Fu has over 20 years of experience in fund management and banking industry in Asia and Canada.
Login to your WeLab Bank mobile app for registration now!
