Agenda

5 November 2026

Main Programme Thought Leadership Breakout

9:00amOpening

Welcome Remarks

Speaker

Amy Lo JP

Chairman, Executive Committee

Private Wealth Management Association

Chairman

UBS Global Wealth Management Asia

Head and Chief Executive

UBS Hong Kong

9:10amKeynote

Keynote Speech

Speaker

The Honourable Paul Chan Mo-po GBM, GBS, MH, JP

Financial Secretary

The Government of the Hong Kong Special Administrative Region

9:25amRegulatory Keynote

Regulatory Keynote

Speaker

Dr. Kelvin Wong SBS, JP

Chairman

Securities and Futures Commission

9:40amRegulatory Fireside Chat

Regulatory Fireside Chat

Speaker

Eddie Yue

Chief Executive

Hong Kong Monetary Authority

Moderator

Peter Tung

Managing Director & Regional Head, Private Banking GCNA

Standard Chartered Bank (Hong Kong) Limited

9:55amFireside Chat

Executive Fireside Chat: The New Growth Equation: AI, Clients and Opportunity

Speakers

Iqbal Khan

Co-President

UBS Global Wealth Management

President

UBS Asia Pacific

Jack Weingart

Chief Executive Officer

TPG Global Wealth Solutions

10:20am

Coffee Break

10:50amFireside Chat

Executive Fireside Chat: Redefining the Global Wealth Proposition: Access, Advice and Alternatives

Panelists

Bryan Burke

President

Federated Securities Corp.

Vice President

Federated Hermes, Inc.

Vincent Lecomte

CEO

BNP Paribas Wealth Management

Moderator

David Ingles

Co-host of Bloomberg: The China Show & Chief Markets Editor

Bloomberg Television (APAC)

11:20amPresentation

Insights Unveiled: The PWMA Annual Wealth Management Report 2026

Speakers

Vivien Khoo

Chief Executive Officer and Managing Director

Private Wealth Management Association

Jia Ning Song

Head of Banking and Capital Markets – Hong Kong

KPMG China

11:35amFireside Chat

Fireside Chat: The Next Credit Frontier: Unlocking the Public-private Advantage

Speaker

John Vibert

Senior Managing Director and Head of Credit

PGIM

Moderator

Karen Koh

International Broadcast Journalist and Founder

Intermedia

11:50amPanel

The AI Build-Out: From Investment Theme to Infrastructure Supercycle

Panelists

Sabina Chiang

Head, Managed Investments, Wealth Solutions HK, WRB

Standard Chartered Bank

Luke Edwards

Head of Japan

Brookfield

Managing Partner, Head of Australia and New Zealand

Brookfield Energy Group

Markus Egloff

Head of Global Wealth Solutions International

KKR

Henry Willans

Head of Infrastructure Secondaries for the Vintage Funds

Goldman Sachs Asset Management

Moderator

Mathieu Forcioli

Global Head and Asia-Pacific Head of Alternatives, Wealth and Premier Solutions

HSBC International Wealth and Premier Banking

12:30pm

Lunch

1:40pmPanel

Hong Kong’s Next Chapter as Asia’s Global Wealth Hub

Panelists

Kanas Chan

Head of North Asia and Hong Kong

HSBC Private Bank

David Shick

Market Head Greater China Hong Kong and Branch Manager Hong Kong

Bank Julius Baer & Co. Ltd.

Marc-André Sola

Founder and Chairman

1291 Group

Horace Yip

Head of Hong Kong

Citi Private Bank

Diao Zhihai

Head of International Business of Wealth Management

CICC

Moderator

Franco Morra

Founder and Managing Director

winsight

2:25pmPanel

The world has changed. Has Asset Allocation Changed Enough?

Setting the Scene

Miha Hribernik

Chief Asia Geopolitical Strategist

Deutsche Bank Research Institute

Panelists

Frederic Neumann

Managing Director, Chief Asia Economist, and Co-head of Global Research Asia

HSBC

Marco Pagliara

Head of Emerging Markets, Private Bank

Deutsche Bank AG

George Stephan

Global COO – Wealth Management Private Markets

Franklin Templeton

Eiji Ueda

Partner and Head of Asia Pacific

Apollo

Moderator

Ling Pong

Managing Director

Goldman Sachs Asia LLC

3:15pm

Coffee Break

3:40pmPanel

From Yield to Resilience: The New Role of Income in Private Wealth

Panelists

Joop Kohler

Head of Credits

Robeco

William Lim

APAC Head of Index Development

Bloomberg LP

Richard Ryan

Co-Head of Fundamental Fixed Income

M&G Investments

Omar Slim CFA

Co-Head of Asia Fixed Income

MetLife Investment Management

Moderator

Carol Wu

Managing Director and Head of Private Banking, North Asia

DBS Bank (Hong Kong) Limited

4:20pmPanel

Hong Kong at the Centre: Where Capital, Companies and Opportunity Connect

Panelists

Cynthia Chen

Chairlady, Executive Director & President

Pulnovo Medical

Jolly Yip

Deputy Global Head of Family Office

InvestHK

Zoe Zhu

Director

EQT Group

Moderator

Frederick Fong

Managing Director, Head of Wealth Management, North Asia

Deutsche Bank AG, Hong Kong Branch

5:00pmClosing

End of Event

Thought Leadership Breakout

2:00pmPanel

Panel: Hedge Funds in Focus: Selection, Access and Diversification

Panelists

John Cheng

Managing Director, Head of Managed Solutions

LGT Bank (Hong Kong)

Chris Pang

Principal, Hedge Fund Portfolio Manager, Asia-Pacific

HSBC Asset Management

Connie Sin

Head of Managed Investments, International Wealth Management

Nomura

Horace Zeng

Head of Investment Products and Advisory, Private Banking

DBS Bank (Hong Kong) Limited

Moderator

Brett Kennedy

Managing Director

Hubbis

2:40pmPanel

Panel: The Collector's Legacy: Art, Succession & Wealth Protection

Panelists

Jason Karas

Founder & Managing Partner

Karas So LLP

Jennifer Scally

Senior Advisor, Art and Private Client

Howden Private Wealth

Yeon Kyung Song

Asia Head

Sotheby’s Financial Services

Moderator

Benjamin Cheng

Chief Executive Officer

Howden Private Wealth

3:20pmPanel

Panel: To Liquidity and Beyond: Enabling Confident Participation in Evolving Markets

Panelists

Jiun Wen Chee

Head of Private Markets, APAC Wealth

Franklin Templeton

Craig MacDonald

Head Portfolio Manager of Evergreens

HarbourVest Partners

Gregory Van

Co-Founder & Chief Executive Officer

Endowus

Gregory Wu

Head of Managed Solutions, Hong Kong

DBS Private Bank

Moderator

Elodie Norman

Chief Business Officer, APAC

Euroclear

4:00pmPanel

Panel: Tomorrow’s Portfolio: New Assets. New Opportunities. New Priorities

Panelists

Mahesh Harilela

Family Council Convenor

Harilela Group

Milton Lam

Chief Commercial Officer & Co-Founder

Anchorpoint

Stephanie Leung

Chief Investment Officer

StashAway

Moderator

Rocky Mui

Partner

Clifford Chance

4:40pmClosing

End of Breakout Session

*The agenda is subject to change without prior notice.

Last updated: 28 Oct 2026

Agenda

5 November 2026

Welcome Remarks

Keynote Speech

Regulatory Keynote

Regulatory Fireside Chat

Executive Fireside Chat: The New Growth Equation: AI, Clients and Opportunity

Coffee Break

Executive Fireside Chat: Redefining the Global Wealth Proposition: Access, Advice and Alternatives

Insights Unveiled: The PWMA Annual Wealth Management Report 2026

Fireside Chat: The Next Credit Frontier: Unlocking the Public-private Advantage

The AI Build-Out: From Investment Theme to Infrastructure Supercycle

Lunch

Hong Kong’s Next Chapter as Asia’s Global Wealth Hub

The world has changed. Has Asset Allocation Changed Enough?

Coffee Break

From Yield to Resilience: The New Role of Income in Private Wealth

Hong Kong at the Centre: Where Capital, Companies and Opportunity Connect

End of Event

Thought Leadership Breakout

Panel: Hedge Funds in Focus: Selection, Access and Diversification

Panel: The Collector's Legacy: Art, Succession & Wealth Protection

Panel: To Liquidity and Beyond: Enabling Confident Participation in Evolving Markets

Panel: Tomorrow’s Portfolio: New Assets. New Opportunities. New Priorities

End of Breakout Session

Event Secretariat

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