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Family Offices - How to make your money and keep it for generations [Complete] Event Code: 170627LU
Date 27-Jun-2017
Time 12:15 p.m. - 1:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Anthony Chan
CEO, Isola Capital Group
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$230.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
Remarks CFA Society Global Passport Program Eligible 
# CFA Candidate(s) for Year 2017/18 only.
- Sandwiches and drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- Language: English

Event Details

Family Offices are very significant investors globally across asset classes.  In North America and Europe, some established family offices (6th to 8th generation) have successfully maintained an institutional investment structure for many generations and rival professional asset management platforms in performance and size. 
In recent years, the concept of family offices in Asia has gained traction and many UHNW families (1st to 3rd generation) in the region are attempting to create their own version of family offices adapted for their own circumstances to participate more actively in managing their own financial investments. 
Some of the impetus is driven by generational transition issues (work ethic, disappearing traditional sectors, lack of desire to enter family business etc), and the understanding of the next generation to create more sustainable asset management that is diversified beyond the family business and core geographies.  
Family offices are increasingly important sources of capital for private equity and venture capital.  In recent years the allocation to alternative investments have reached around 27.4% of total allocation for family offices.   In the context of private capital industry’s total assets under management globally, this equates to USD210bn out of a total of USD 4.2tn.
The approach of family offices ranges from asset allocators to co-investment, through to direct investments. The resources and skillsets to create the capabilities to properly manage these large amounts of capital are significant, and scarcity of human capital with appropriate expertise and experience contribute to the challenges they face.

About the Speaker

Mr. Anthony Chan
CEO, Isola Capital Group
Mr. Anthony Chan is CEO of Isola Capital Group, a multi-family office owned platform focused on alternative asset investments.  He had an extensive career in investment banking with Credit Suisse, Citigroup and Lehman Brothers Asia before transitioning to private equity and principal investments.  He has broad investment experience across the Asia Pacific region in private equity and venture capital.
Anthony attained a Bachelors of Commerce (Finance and Economics) from The University of Sydney and Bachelors of Laws (Hons) from The University of Sydney Law School.  He is a graduate from the Financial Engineering Program of Stanford University and attended the Stanford Executive Institute. 
Anthony is a Responsible Officer for Type 1, Type 4 and Type 9 activities licensed by the HKSFC.  He is a member of the Limited Partners Committee, Family Office Committee and Wine Committee of HKVCA, a member of the Taxation Committee and YEC Executive Committee for ‎HKGCC and a member of the Hong Kong Securities and Investments Institute.  He holds directorships in various private and public companies.

Rating - General
(Material presented will be basic and of interest to a general audience having no background in the area.) 

Language: English

CFA Societies Global Passport Program

HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at to register.