Bloomberg Wealth Asia

08:50 AM HKT – Welcome Remarks

• David Ingles, Chief Markets Editor & Anchor, Bloomberg Television APAC

09:00 AM HKT – Sponsor Spotlight: In Conversation with Nuno Matos

• Nuno Matos, CEO, Wealth & Personal Banking, HSBC
• Moderator: Stephen Colvin, Global Chief Commercial Officer, Bloomberg Media

09:10 AM HKT – In Conversation with Eddie Yue 

• Eddie Yue, Chief Executive, Hong Kong Monetary Authority
• Moderator: David Ingles, Anchor, Bloomberg TV & Radio

09:35 AM HKT – Sharing the Wealth

According to the Centre for Asian Philanthropy and Society an estimated US$701 billion per year could be unleashed if Asia – home to 26% of the global rich – were to match the United States in terms of philanthropic spend. How can private capital be used effectively? And subject to what conditions?

• Ruth Shapiro, Co-Founder & CEO, Centre for Asian Philanthropy and Society
• Annabel Spring, CEO, Global Private Banking and Wealth, HSBC
• Moderator: Vandna Dawar Ramchandani, APAC Head of Corporate Philanthropy, Bloomberg

10:05 AM HKT – Wealth Making Impact

How do ideas, beliefs and values play into how private wealth can be used at scale to solve some of the wider community’s most pressing problems? Covid starkly highlighted income and social inequality, impacting heavily on the mental health of a new generation. We speak to one of Asia’s leaders about what led him to his latest, and perhaps most meaningful, project.

• Adrian Cheng, CEO, New World Development Company Limited; Founder, The WEMP Foundation

• Moderator: Madeleine Lim, Senior Executive Editor, APAC, Bloomberg

10:25 AM HKT – 10:50 AM HKT – Morning Networking Break

10:50 AM HKT – Welcome Back

• Madeleine Lim, Senior Executive Editor, APAC, Bloomberg

10:55 AM HKT – In Conversation With Desiree Wang

We discuss the investment outlook for China, the recruitment and retention of talent, as well as D&I as a competitive business advantage with a leader in wealth management.

• Desiree Wang, China Country Head & Chairman of China Management Committee, J.P. Morgan Asset Management
• Moderator: Denise Wee, China Finance Reporter, Bloomberg

11:15 AM HKT – Opportunities in China

Swift reopening, supportive policies for the wounded property and private sectors and stronger sentiment point to a faster pickup for China in 2023, according to Bloomberg Economics. Where do we look now for expansion and growth?

• Xiaofeng Zhong, Chairman of Greater China & Member of the Group Executive Committee, Amundi
• Moderator: Lulu Chen, Asia Investing & Real Estate Team Leader, Bloomberg

11:40 AM HKT – Navigating Common Prosperity 

Investing in the world’s second biggest economy isn’t always easy, but China continues to offer potential for those able to read the landscape. We look at a new investment model that offers opportunities for global investors looking at China, and aims to navigate the push for common prosperity.

• Charles Li, Founder & Chairman, Micro Connect
• Moderator: John Liu, Senior Executive Editor Greater China, Bloomberg

11:55 AM HKT – India’s Wealth Boom

India’s economy, the world’s fifth largest, expanded by nearly 7% in 2022 and maintained its status as one of the fastest growing major economies. The result? New opportunities to create and build wealth. With huge growth of HNW and UHNW it’s a land of opportunity for those working in wealth management. India’s investors are increasingly savvy with tech and a raft of new financial products transforming the landscape. There could be barriers to the boom, namely the lagging regulation in the sector. We discuss the outlook with an expert who has spent a career watching the evolution up close.

• Rahul Malhotra, Head, Private Banking Global India & Developed Markets, Julius Baer
• Moderator: Jeanette Rodrigues, Managing Editor for South Asia, Bloomberg

12:20 PM HKT Conclusion of morning session

1:20 PM HKT – Welcome Back

• Mark Cudmore, Global Head of Macro Analysis & Co-Anchor, European Markets Open, Bloomberg

1:25 PM HKT – Women and Wealth 

Wealth creation among women has grown at an unprecedented rate over the last 10 years with those in Asia accumulating an estimated $27 trillion by 2026. We discuss what that means for women investors as well as for the financial industry.

• Nicole Denholder, Founder, Next Chapter Raise & Co-founder, Sophia
• Lena Wong, Founder, HK Momtrepreneurs and Founder, Womentors
• Fion Li, Team Leader, Deals, Bloomberg

1:50 PM HKT – Wealth and Web3

Seeking better yields the majority of HNWI and family offices in Asia are now investing in digital assets. Banks and wealth managers are sitting up and taking notice. As adoption spreads and moves towards decentralization continue, how can regulators smooth the path and build confidence in this asset class? The challenges have seemed obvious over the last few months, but where are the opportunities?

• Cici Lu, Founder & CEO, Venn Link
• Edith Yeung, General Partner, Race Capital
• Moderator: Brad Stone, Senior Executive Editor Global Tech, Bloomberg

2:15 PM HKT – Sustainable Investing: Health and Wellness

Health and wellness are driving a post-pandemic trend. We look at how rethinking real estate investment can change perceptions around sustainability. Can a more holistic approach to investing in this sector, one which puts health and wellness at the center, create value for investors?

• Calvin Lee Kwan, Director of Sustainability and Risk Governance, Link Asset Management Limited
• Rakesh Patel, Founder & CEO, Alta Capital Real Estate
• Moderator: Krystal Chia, China Reporter, Bloomberg

2:40 PM HKT – Wooing NextGen Wealth

Trillions of dollars in Asian wealth is shifting as the region’s elders transfer their fortunes. The global wealth management ecosystem will have to move with the times to appeal to younger, educated, digital natives across the region. How can wealth managers engage in a way that connects?

• Chi-man Kwan, Group CEO & Co-Founder, Raffles Family Office
• Steffanie Yuen, Managing Director & Head of Hong Kong, Endowus

• Moderator: Mark Cudmore, Global Head of Macro Analysis & Co-Anchor, European Markets Open, Bloomberg

3:05 PM HKT – In Conversation With Nicolas Chow

Demand is far outstripping supply in both the digital and real worlds. The taste for artwork in Asia is growing, particularly among millennials and the region now holds the second-biggest art market share after the U.S., powered by young, wealthy collectors. We ask a long-time industry expert what trends he’s seeing emerge.

• Nicolas Chow, Chairman of Asia, Worldwide Head & Chairman of Chinese Works of Art, Sotheby’s
• Moderator: K. Oanh Ha, Senior Global Business Reporter, Bloomberg

3:25 PM HKT – Closing Remarks 

• Mark Cudmore, Global Head of Macro Analysis & Co-Anchor, European Markets Open, Bloomberg

3:30 PM HKT – Programming Concludes  

* Pre-registration is required for this invitation-only networking dinner. Attendance is limited *

6:00 PM HKT – Welcome Remarks

• Lulu Chen, Asia Investing & Real Estate Team Leader, Bloomberg

6:05 PM HKT – Sponsor Spotlight

• Terence Chow, CEO, Wealth Management – Asia, Royal Bank of Canada

6:10 PM HKT – The Impact of the Banking Crisis

• Sarah Jane Mahmud, Senior Financials Analyst, Bloomberg Intelligence
• Sharnie Wong, Senior Research Analyst, Bloomberg Intelligence

6:20 PM HKT – Repercussions for Asia

The global financial system has suffered a series of knocks since the start of the year. Inflation, geopolitics and the resetting of value chains are happening in parallel. What’s the impact? Further consolidation for the big banks and wealth managers, or will we see smaller players in niche sectors rise? And, if indeed the dust is now settling, what are the possible consequences for Asia?

• Jessica Jones, Head of Asia, PGIM Investments
• Angelina Lai, Chief Investment Officer – Asia, St. James’s Place
• Geng Xiao, Director of the Institute of Policy and Practice Shenzhen Finance Institute, Chinese University of Hong Kong
• Moderator: Shuli Ren, Columnist, Asian Markets, Bloomberg Opinion

7:00 PM HKT – End of Programming