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Asset Owner Series 2019 - Investment Perspectives of Family Offices in US vs Asia [Full] Event Code: 190926S-CEX
This event is fully booked. If you would like to be put on the waiting list, please click here, complete the form and submit it online. When there is seat available, we will inform you by email.

Date 26-Sep-2019
Time 6:30 p.m. - 8:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Speakers:
Mr. KO Chia
Grace Financial
Ms. Cathy Dong
Cayn Family Capital
Mr. Nithin Johnson
Director and Family Member
Arcbridge Capital
Mr. John McCareins, CAIA, CIMA
Managing Executive & Head of Asia Pacific
Northern Trust Asset Mgmt
Mr. Li Zhang
Founder and Chairman
Righteous Capital
Ms. Danye Wang
Founder and Managing Partner
UniGlobe Capital
Fee HKSFA Member(s) at HK$200.0/person
CFA Candidate(s) at HK$200.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1.5 CPT hour(s), 1.5 CE hour(s), 0 RBV CPD hour(s)
Remarks CFA Societies Global Passport Program Eligible 
- Snacks and soft drinks will be provided.
- 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 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

Hosted in Partnership with:


This is the cross-society collaboration between the Hong Kong Society of Financial Analysts (HKSFA) and CFA New York (CFANY), two of the largest local societies of CFA Institute in the world to team up and bring burgeoning Asset Owner Series to Hong Kong.  

Crucial opportunities for key decision-makers whom oversee large institutional pools of capital, to gather, identify and share global challenges as well as solutions.  This seminar will explore:

1.  Asset Allocation of Family Offices (FO): How US and Greater China FO differ?
2.  How FO (US and Greater China) invest in Greater Bay Area and A shares?
3.  Key concerns for FO - US and Greater China perspectives
4.  Institutionalization / Professionalization of Structuring of Family Offices


Mr. KO Chia, Director, Grace Financial

Mr. K O Chia is Director of Grace Financial Ltd which is a Multi Family Office capable of providing assistance to high net-worth families in all aspects of life, from defining purpose, to executing sophisticated plans encompassing investments management and advice on a discretionary basis, estate-planning and family management - sourcing external specialist advice where necessary.

Mr. Chia focuses on direct and private equity investment program as well as managing the office. He brings 30-plus years of diverse experience as U.S.-Asia venture capitalist, an entrepreneurial journey with a successful telecom technology start-up. He started his career with Hewlett-Packard (Agilent) and later at Apple Asia in Europe, Asia and U.S.

His current passion is in impact investments where he attempts to bring together venture capital investment discipline with an entrepreneurial approach to projects for double bottom line and sustainability. Over the years, he had served on numerous diverse public and private Boards where his unique blend of experience is valued.


Ms. Cathy Dong, Director, Cayn Family Capital

Ms. Cathy Dong serves as a Director of a multicultural family office readjusted to 3 families from North America and Middle East dating back to late 18 th century with their 3 rd and 4 th generation settling down in NYC and Asia. Previously this family office captured a wide range of industries but now concern about private equity across the U.S and Pan-Asia region through early-stage direct PE, co-investments and innovative/unique funds. They represent a generous amount of investable assets under management with main business in properties and freight transportation for decades, paving a way for their interests in disruptive technology and digitalization that modernize underdeveloped industries such as wise logistics, supply chain management, cleantech/ agritech, consumption gene detection, etc.  

Cathy is particularly focusing on ESG integrating investments at emerging market through devoting to deal sourcing, corporate governance and tools of measurement, especially on scientific methods to ESG tracing. Cathy is building up a community for Asian young women and millennials in order to promote gender equality and young leadership and thereby fostering mental well-being and social civilization.

Mr. Nithin Johnson, 
Director and Family Member, Arcbridge Capital 

Mr. Nithin Johnson serves as a Director of Arcbridge Capital, the investment advisor to the Johnson family office, where he is also a family member. Arcbridge principally invests in controlling positions in US private enterprises, often entrepreneur or family owned, across the areas of healthcare, real estate development, and specialty manufacturing. The family selectively invests in direct venture, low-correlation private markets funds, and owns over one million square feet of US residential and commercial real estate.

Nithin is also an Executive Director of Tikehau Capital, a $25 billion AUM listed pan-European private markets manager headquartered in Paris, France with Americas headquarters in New York. The firm has one of the largest balance sheets in the industry which it uses to invest alongside its strategies in strong alignment with investors. A sizeable proportion of those investors represent families.

We work in tandem to engage and connect key decision-makers dispersed across the global asset-ownership sphere for peer-to-peer events.  The Series is a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds. 

The objective of the Series is to host chief investment officers, deputy chief investment officers and other C-Level investment executives from sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pension and union pensions.  We aim to share best practices amongst asset management professionals, and to exchange ideas that will help guide the future development of the industry. 

Mr. John McCareins, CAIA, CIMA, Managing Executive & Head of Asia Pacific, Northern Trust Asset Mgmt

Mr. John McCareins, CAIA, CIMA, leads Northern Trust Asset Management’s Asia Pacific business. Based in Hong Kong, he is responsible for strategy, distribution, investment solutions and management of teams spanning Japan, Hong Kong, Singapore and Australia, as well as global equity portfolio management and dealing from Hong Kong. John serves on a number of Northern Trust leadership groups and boards such as the Global Asset Management Executive Committee, The Northern Trust Company of Hong Kong Limited and Northern Trust Global Investments Japan, K. K.

John previously was the head of the outsourced chief investment officer practice focused on retirement assets within Northern Trust’s multi-manager solutions group. He led a team that oversaw multi-asset programs with more than $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.

Mr. Li Zhang, Founder and Chairman, Righteous Capital

Mr. Li Zhang is the founder and Chairman of Righteous Capital, a multi-family office based in Hong Kong. Righteous Capital provide asset management services to ultra-high net worth clients and invests in both the public and private markets. Prior to setting up Righteous Capital, Mr. Zhang spent over 20 years working in the investment banking, asset management and government sectors with companies such as Morgan Stanley, Credit Suisse and CDH Investments.
Mr. Zhang holds an MBA degree from the Kellogg School of Management at Northwestern University.


Ms. Danye Wang, 
Founder and Managing Partner, UniGlobe Capital

Ms. Danye Wang is the Founder and Managing Partner at UniGlobe Capital, a cross-border investment advisory firm. She is also the Co-founder of UniCareer, a venture-backed leading education technology platform for international talents. Prior to starting her own companies, Ms. Wang was the Vice President and Senior Relationship Manager with Institutional Client Business at BlackRock. She covered the multi-billion dollar relationships with sovereign wealth funds, central banks, pension funds, insurance companies and endowments across BlackRock's product spectrum. In 2013, Ms. Wang launched BlackRock Educational Academy, a multi-module "best-in-class" training program dedicated to top institutional investors across Asia Pacific, EMEA, Latin America and US/Canada. More than 1200 institutional investors joined the Academy since. From 2009 - 2011, Ms. Wang also served on multiple short-term assignments in Hong Kong, China, Singapore and Japan where she led a series of high-profile client engagements.

Ms. Wang earned a BA degree in Economics from Yale University, and currently serves on the Committee of Asian Association of Alternative Investment Professionals and the Global Investment Committee as part of CFA Institute NY. Ms. Wang plays an active role in diversity in financial services and in tech, and she is an invited speaker at conferences and organizations including Yale University, Cornell, Columbia, CFA Asset Owner Series, Asia Financial Society, Beryl Elites, ERA, Liaoyuan, Ascend, SVIEF, and China Young Development Program. 

Please stay tuned with us.  More speakers and event details will be followed.

Don’t miss out on this informative seminar! 


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 to register.  

Click here to download the event flyer for further details.