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[TO BE RESCHEDULED] Private Wealth Seminar - Would robo advisor replace wealth managers? Event Code: 190822S-CEX
Date 22-Aug-2019
Time 7:00 p.m. - 8:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. John McCareins, CAIA, CIMA
Managing Executive, Head of Asia Pacific, Asset Management
The Northern Trust Company
Dr. Yiqiu Han, Ph.D.
Founder/CEO, Bitex Limited
Managing Director, Avalok Capital Limited
Mr. Christopher Ryan
Chief Executive Officer
Axial Partners Ltd
Fee
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
Remarks IMPORTANT NOTICE:
- This event will be rescheduled to a later date until further notice.  If you have paid to register for this event, HKSFA staff office will contact you and process full refund to you.
- The complimentary ticket for Membership Incentive Offer could NOT be applied to this event now.   

CFA Societies Global Passport Program Eligible 
- # CFA Candidates(s) for Year 2019/20 only.
- Refreshment and drinks will be served.
- Only Visa and Master Card are accepted for online payment.
- An additional administrative charge of HK$50 will be charged for participant who registers on the event day, please send email to event@hksfa.org for registration, then a payment link will be sent to you. 
HK$50 walk-in surchagre is imposed on all fees listed.
- To cope with the growing trend of going cashless, 
cash payment is not accepted.  Please ensure the online payment is successfully completed, otherwise the registration may not be processed.


Event Details Add to Calendar

Artificial intelligence is disrupting the way we live - from the way we watch TV recommended by Netflix, cyber security by facial recognition or even AI to conduct health check for us. Wealth management is no exception. Robo advisors emerge to serve investors and are having tremendous growth. Some of the firms on this space like Wealthfront and Betterment are having over USD 10 billions from minimal assets under management 10 years ago. At the same time, we are also hearing from our private clients demanding more tech-advanced interface, especially the younger generation or tech entrepreneurs who gain substantial wealth in the past 10-15 years.

With both the demand by private clients for more tech-advanced service as well as the high growth by robo-advisory firms, HKSFA is pleased to have invited elite speakers to share the recent development and coming opportunities.

Mr. John McCareins, CAIA, CIMA, Managing Executive, Head of Asia Pacific Asset Management, the North Trust Company, will share from his first-hand experience working with the largest Single Family Offices (SFO) and Multi Family Offices (MFO) and how the family offices view about the robo-advisory services. Dr. Yiqiu Han, the founder of Bitex Limited, a robo-advisory firm that has won the HKICT FinTech Award 2019 and the ETNET Fintech Award 2018, will share his insights about opportunities and offering of Robo-advisory firms. Mr. Christopher Ryan, with his experience leading various asset management firm, will share how robo advisory are challenging the asset management market. The session will be moderated by Mr. Adam Wong, CFA, FRM, an experienced private banker covering Ultra High net worth space in China and Hong Kong.


About the Speakers
       


Mr. John McCareins, CAIA, CIMA
Managing Executive, Head of Asia Pacific, Asset Management 
The Northern Trust Company 

Mr. John McCareins leads Northern Trust’s Asset Management business across the Asia Pacific region. He is responsible for strategic growth initiatives and activities including investment strategy, relationship management and sales teams based in Hong Kong, Japan, Singapore and Australia, as well as global equity portfolio management and dealing from Hong Kong. John serves on a number of Northern Trust leadership committees such as the Asset Management Operating Group and the APAC Strategic Philanthropic Committee.    

John previously was the head of the Outsourced Chief Investment Officer (OCIO) practice focused on Retirement Assets, within Northern Trust’s MultiManager Solutions group. He led a team that oversaw multi-asset programmes with more than US$60 billion in assets for asset owners globally. John’s previous experience also includes client relationship management with Northern Trust and mutual fund and sub-advisory product development at T. Rowe Price.   

John earned his Bachelor of Arts in Psychology from Northwestern University and his Masters of Business Administration from the Tuck School of Business at Dartmouth College. John is a holder of the right to use the Chartered Alternative Investment Analyst designation and has attained the Certified Investment Management Analyst designation. John is also an Accredited Asset Management Specialist designee and a Certified Treasury Professional designee.





Dr. Yiqiu Han

Ph.D.

Founder/CEO, Bitex Limited

Managing Director, Avalok Capital Limited

 

Dr. Yiqiu Han is the Founder and CEO of Bitex Limited, a Fintech start-up founded in 2013 and based in Hong Kong Science Park. Han is also currently the Managing Director and Responsible Officer of Avalok Capital Limited, a licensed investment company (HKSFC CE No.: AZC453) established in 2012.

 

Han has devoted his practice into the knowledge discovery for sparse learning for fifteen years since his post-graduate study. Applying his knowledge and skills, Han has accumulated extensive experiences in hedge fund management (HFT/event-driven/arbitrage) since 2005. During his employment as a Fund Manager in CMSIM Greater China SPC Fund (Bloomberg Ticker: CMTFGRC KY EQUITY), he achieved the top 1 among 3,000 multi-strategy hedge funds worldwide since inception (Bloomberg), as well as a NAV of +58% in the Financial Tsunami by trading volatility from August to December in 2008. Han also took the position of the Head of Hedge Fund of CMS Group (the top 5 Chinese Listed Broker), and was responsible for directing a quantitative investment team of Fund managers and managing fund products with different investment style (QDII, ETF, HF, Balance Fund, PE, DA, etc.). His outstanding leadership and investment skills were highly recognized. The team he directed was rewarded as the “Best investment team 2008” of CMS Group, and Han was also personally honored as “Elite Employee 2008” of CMS Group.

 

Under Han’s leadership, Bitex Limited has been growing rapidly with an active participation in different programmes and activities, including the HKSTP LEAP@HK Incubation Programme and the NVIDIA Inception Programme. Bitex was the winner of the ETNET FINTECH AWARDS 2018 and the HK SME Innovation Award 2016. As an awardee of the HKICT Fintech Award 2019 with the highest honor granted by the Chief Executive of the HKSAR Government, the contribution in delivering monetizable knowledge and intelligent insights from massive data retrieval to achieve effective information gain has been well recognized by the local authority. The company has also gained the community concern with an increasing media exposure and various interviews with different local news media.

 

Han encourages the research and analysis development in Hong Kong, and has been the sponsor of the CUHK Golden Jubilee Celestial Civilian Scholarship. 



Mr. Christopher Ryan
Chief Executive Officer
Axial Partners Ltd

Mr. Christopher Ryan has held many senior management positions in the asset management and investment analytics industry over the past 35 years, including Head of Asia Pacific for MSCI, Head of Asia Pacific for Fidelity Investments and CEO for Asia Pacific for ING Investment Management.  He has developed joint ventures in China, including China Merchants Funds, during his time at ING IM and was Deputy Chairman of the joint venture for eight years.  He was also head of HSBC Funds for Asia Pacific when he arrived in Hong Kong in the mid-1990s. Chris is a non-executive Director for AXA Insurance in Asia, a Non-executive Director for Peng Yuan Credit Ratings International Ltd and sits on several Boards and advisory groups for Monash University in Melbourne, Australia, Hong Kong Academy in Hong Kong and MegaTrust Investments in Shanghai.

Chris holds a Bachelor of Business from Monash University in Melbourne.



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



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 
info@hksfa.org to register.  



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