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Multi-asset Strategies [Complete] Event Code: 180417LU
Date 17-Apr-2018
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. Larry Cao, CFA
Content Director, Asia Pacific
CFA Institute
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 Societies Global Passport Program Eligible 
# CFA Candidate(s) for Year 2018 only.
- Sandwiches and drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- Language: English

Event Details Add to Calendar

HKSFA is pleased to welcome Mr. Larry Cao, CFA, Content Director, Asia Pacific at CFA Institute to present at our continuing education luncheon on the topic “Multi-asset strategies”.  He will explore the following topics:
  • Multi-asset strategies are expected to be the No. 1 source of growth for investment managers
  • How are they different from the balanced funds and the fund of funds?
  • What new concepts are extensively adopted in managing multi-asset strategies?
  • Why is multi-asset strategy the way to go for all end investors and “the” strategy that all investment professionals should understand?
  • These questions will be answered by using both theory and practitioner success stories
The book “Multi-Asset Strategies: The Future of Investment Management” will be distributed at the luncheon.  This is an authoritative, accessible, and concise book on both concepts and practices in multi-asset investing. The contributors are among the best and brightest minds in this business. Some of them are well-known quants, and they have collaborated to produce this book in plain English with few formulas. As such, all investment decision makers—no matter the size of their portfolios or their level of familiarity with calculus and linear algebra—should find this book relevant to their fields. Readers should be able to finish each chapter in 10-20 minutes as well.
For further details about the book, please visit CFA Institute website at:

About the Speaker

Mr. Larry Cao, CFA
Content Director, Asia Pacific
CFA Institute

In his capacity as director of content for Asia Pacific at CFA Institute, Mr. Larry Cao conducts original research and develops educational products with a focus on the invest-ment industry. Larry has 20 years of experience in the investment industry. Prior to joining CFA Institute, Larry worked at HSBC as senior manager for the Asia Pacific region. He started his career at the People’s Bank of China as a USD fixed-income portfolio manager. He also worked for US asset managers Munder Capital Management, managing US and international equity portfolios (winning a Lipper Award in the process), and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Larry has been interviewed by a wide range of global and regional media outlets, such as Bloomberg, CNN, the Financial Times, South China Morning Post, and the Wall Street Journal. He is also a frequent speaker at conferences on topics such as FinTech and multi-asset investing. He has led the development of a number of CFA Institute publications on these subjects, including the CFA Institute FinTech 2017: China, Asia and Beyond report. Larry graduated from the University of Notre Dame with a master’s of business administration degree. He was also a visiting scholar at the MIT Sloan School of Management.

Rating - Intermediate
Material presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.  

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.