Bloomberg Wealth

**Timings and sessions are driven by the news agenda and are subject to change**

08:55 AM HKT – Welcome Remarks

• Erik Schatzker, Editorial Director, Bloomberg New Economy

09:00 AM HKT – In Conversation with HKMA’s Eddie Yue 

• Eddie Yue, Chief Executive, Hong Kong Monetary Authority
• Moderator: David Ingles, Co-Host, Tiger Money Podcast; Chief Markets Editor – Asia TV, Bloomberg Television & Radio

09:15 AM HKT –  In Conversation with HSBC’s Annabel Spring

• Annabel Spring, CEO, Global Private Banking & Wealth, HSBC
• Moderator: Erik Schatzker, Editorial Director, Bloomberg New Economy

09:35 AM HKT – Investing in a World Without Order 

Trade tensions between the US and China, the war in Ukraine, a spiraling conflict in the Middle East and climate change are impacting investing like never before. How can investors allocate effectively in the current environment? We discuss the investment implications of geopolitics.

• Sonja Laud, Chief Investment Officer, Legal & General Investment Management
• Moderator: Erik Schatzker, Editorial Director, Bloomberg New Economy

09:55 AM HKT – In Conversation with UBS’s Amy Lo

• Amy Lo, Chairman, Global Wealth Management Asia & Head and Chief Executive, Hong Kong, UBS
• Moderator: Stephen Engle, Chief North Asia Correspondent, Bloomberg Television & Radio

10:15 AM HKT – The Property Problem

Property is at the center of China’s economic miracle but investors are losing confidence in the sector with far-reaching results. Distressed assets on the mainland could well be an opportunity for the bigger players. We consider exposure to property at scale.

• Ronnie C. Chan, Honorary Chair, Hang Lung Properties
• Adriel Chan, Chair, Hang Lung Properties
• Moderator: Lulu Chen, Team Leader, Asia Investing & Real Estate, Bloomberg

10:40 AM HKT Networking Break (25 mins)

11:05 AM HKT – Welcome Back

11:10 AM HKT – In Conversation with HKEX’s Bonnie Chan

• Bonnie Y Chan, CEO, Hong Kong Exchanges and Clearing Limited
• Moderator: Stephen Engle, Chief North Asia Correspondent, Bloomberg Television & Radio

11:30 AM HKT – India: Are We There Yet?

On track to become the world’s third largest economy by the end of the decade – has India finally “arrived” for investors?

• Vikram Malhotra, Co-Founder & CEO, 360 ONE Global
• Nitin Singh, Head of Private Bank Asia, Barclays
• Moderator: K. Oanh Ha, Host, The Big Take Asia Podcast & News Global Business Senior Reporter, Bloomberg

11:55 AM HKT –  Opportunities in UHNW

A relatively small number of individuals reach UHNW status, but they’re a focus for many wealth managers and private banks looking for potentially higher margins and a faster asset growth rate. What strategies can the players in this unique, but growing, space use to create and preserve wealth?

• Ali Jamal, Founder, Chairman & CEO, Azura Partners
• Pierre-Yves Lombard, Representative Director and Head of Private Banking – Japan, Lombard Odier Group
• Rajesh Manwani, Head Markets & Wealth Management Solutions, Asia, Julius Baer
• Moderator: Denise Wee, China Finance Reporter, Bloomberg

12:25 PM HKT – Closing Remarks 

12:30 PM HKT – Mainstage Morning Programming Concludes

By invitation only – separate registration is required.

12:30 – 12:35 PM HKT – Sponsor Spotlight

• Lok Yim, Regional Head of Global Private Banking, Asia Pacific HSBC Global Private Banking and Wealth

12:35 – 1:00 PM HKT – Fortune Favors the Brave

As capital deployments contract, how does that change criteria for investments in tech and startups? Is the downturn an opportunity because pitches need to be watertight and only the strong survive? And where can we see bright spots? Our panelists share their perspectives.

• Rachel Lau, Managing Partner, RHL Ventures
• Chibo Tang, Managing Partner, Gobi Partners
• Annabelle Droulers, Reporter, Bloomberg Television & Radio

**Timings and sessions are driven by the news agenda and are subject to change**

1:40 PM HKT – Welcome Back

1:45 PM HKT – AI and the Family Office

Investors poured more than $21 billion into generative AI startups in the first nine months of 2023, up from just over $5 billion the year before, according to data from PitchBook. Much of that has come from tech giants betting billions on AI startups to cement their position in the rapidly evolving market, but an increasing number of family offices are also betting on the promise of AI.

• Rachel Lau, Managing Partner, RHL Ventures
• Esther Wong, Founder & CIO, 3Capital Investment
• Moderator: Venus Feng, Asia Wealth Reporter, Bloomberg

2:15 PM HKT – Investing in Private Markets

2024 sees headwinds remain in private markets. Interest rates are still high and private equity is under pressure with exits seemingly few and far between. But there are bright spots, the energy transition continues to drive investing in infrastructure and private credit has had a moment in the sun. We convene a global panel to discuss getting creative with investment against the current global backdrop.

• Suyi Kim, Global Head of Private Equity, CPP Investments
• Raja Mukherji, Managing Director, Credit, Apollo
• Isabelle Scemama, Global Head of Alts, AXA IM & Member of the Management Board, AXA IM; Member of the Board of Directors of EPRA

• Moderator: Erik Schatzker, Editorial Director, Bloomberg New Economy

2:55 PM – Closing Remarks 

3:00 PM HKT – Mainstage Programming Concludes