6th Annual Hong Kong Investors Forum
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Experience the Hong Kong Investors Forum 2025 on October 15, 2025, a high-level gathering of institutional investors, asset allocators, and private wealth leaders shaping Asia’s financial future.
Dive into expert-led discussions on alternative investments, market volatility, ESG strategies, and portfolio diversification in the evolving global economy.
Connect with top fund managers, family offices, and investment decision-makers to explore cutting-edge opportunities.
Register now to secure your place at this exclusive event in Hong Kong!
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OUR SPEAKERS
Keynote Speakers

Guneet Banga
Executive Director, The Caravel Group
Co-Founder and Managing Partner, Parinama Group
Guneet Banga is Co-Founder and Managing Partner of the Parinama Group, an Indian entity focused on sustainability and climate change tech development, ecosystem building and strategic advisory. Parinama aims to bring to market high-ESG impact climate technologies utilising India’s intrinsic strengths, and then scale and syndicate solutions to other developing countries. Parinama will play a central role in establishing and expanding the Indian Climate Impact Investing Tech Ecosystem announced late last year at CITIS.
Separately, Mr Banga has been an Executive Director of The Caravel Group, a global maritime, commodities and asset management conglomerate, since its inception in 2012. Through this role he has focused on increasing the Group’s involvement in sustainability, climate change and impact investing. He runs Caravel Sustainable Investments, which invests in public and private markets through equities, ETFs, thematic baskets, and fixed income via green and blue bond baskets and single issuer instruments.
Prior to his time at The Caravel Group with his family, Guneet was a Vice President in the Capital Markets Origination division with Citi, where he was responsible for primary equity and equity-linked origination and execution from India, South Korea and Southeast Asian markets.
Driven to raise awareness and support practical actions to address sustainability issues, Mr Banga is an active public speaker and serves on the Board of the Sustainable Finance Initiative in Hong Kong and numerous working groups within the Global Impact Investing Network and the Indian Impact Investing Council.
He is a World Economic Forum Impact Circle member and thrives in engaging with fellow corporate leaders and philanthropists as part of the collective call for action on climate change and the environment.
Mr Banga also devotes his time as a Board member for the Zubin Foundation, a Hong Kong-based think tank and charity committed to improving the lives of Hong Kong’s ethnic minority community.
Mr Banga has an MBA in Finance and Strategic Management from the Wharton School at the University of Pennsylvania. He also has an AB in Economics and Certificate in East Asian Studies and Finance from Princeton University, where he is a member of its President’s Circle giving society.
In terms of sustainability credentials, Mr Banga holds GRI and PRI professional sustainability certifications and has completed the ESG Specialization Program from the Corporate Finance Initiative. He has received numerous certifications in ESG, impact investing and sustainability from Cambridge, Harvard and other leading universities.
Follow Mr Banga on LinkedIn here.
Speakers

Alaric Lau
CMB Wing Lung Insurance
Chief Investment Officer
Alaric is currently the Chief Investment Officer at CMB Wing Lung Insurance, responsible for setting and executing investment strategies and ensure proper risk management. Previously, he was the Chief Executive Officer at CMB Wing Lung Asset Management, and before that held various investment roles covering multiple asset classes in Westpac, Acacia Capital, Nomura Securities, Lehman Brothers, JP Morgan etc. Alaric received his MBA in University of British Columbia, and his bachelor’s degree in Pennsylvania State University.

Christian Choi
Ageas
Regional Director, ALM, Investment & Capital Management
Christian is the Regional Head of ALM, Investment & Capital Management for Asia at Ageas. He used to manage the balance sheet assets of approx. AUD 6 billion for Zurich Australia. Prior to this, he was the CIO of the Emerging Market countries for MetLife Asia Investment in 2011 as the CIO of HK to manage the asset for HK entity, he moved to the regional office in MetLife in 2014 and headed up the 6 emerging market countries for MetLife in Asia as the Emerging Market CIO. The emerging countries are including Australia, HK, Malaysia, Vietnam, Bangladesh and Nepal. He has been managing Insurance assets for over 10 years and been in the investment management industry for 23 years.

Dennis Luk
YF Life
Chief Investment Officer
Dennis is the Chief Investment Officer of YF Life and is responsible for the overall investment functions, including strategic & tactical asset allocation, portfolio management, and hedging of YF Life’s investment portfolio. He oversees the investment strategies and performance of various asset classes including high-grade fixed income, public equity, and alternative investments managed by the internal team and
external asset managers. Since Dennis joined YF Life, he revamped the investment management process with the introduction of an end-to-end investment system, allowing technology-enabled investment decision-making processes to improve investment performance and risk management efficiency. He is also actively involved in providing investment & hedging solutions internally to drive insurance product design, risk capital, and solvency management.
Dennis has over 19 years of experience in various investment organizations including insurance companies, asset management firms, private equity fund managers, and family offices. He has extensive knowledge and experience in multi-asset management. He holds a Bachelor of Economics & Finance from the University of Hong Kong and is also a holder of Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

Keith Wong
Winland Wealth Management
Chief Executive
Keith is the visionary spearheading the transformation of Winland Wealth Management Limited, an esteemed single-family office established in 1970. He has evolved this independent private wealth platform, through the integration of advanced technology and modern investment capabilities yet maintaining the traditional personalized service that had been appreciated for decades.
Educated in Hong Kong, Australia, and the UK, Keith has decades of experience in private wealth management. His career spans leadership roles in multinational finance across Asia and Europe, and a stint at Christie's auction house, enriching his understanding of tangible investments. His focus is delivering innovative, bespoke investment solutions for affluent families and discerning clients.
Under Keith's leadership, Winland Wealth, is a licensed custodian free from financial institution obligations, offering unbiased advice and optimal solutions. Its open platform provides access to abundant global products, including market-tradable instruments and private investment vehicles. Specializing in alternative investments, the firm secures unique access to exclusive opportunities, providing investors a competitive edge.

Mary Chiu
Blackhorn Wealth Management
Co-Founder
Mary Chiu is the Founder of Blakchorn Group, would includes Blackhorn Wealth Management and Blackhorn Family Office. With more than 20 years of experience in the asset management and banking industry, Mary was previously with UBS AG, expanding their Global Family Office offering in Greater China by providing investment solutions across the wealth management and institutional platform to prominent Hong Kong families. Mary started her banking career at Morgan Stanley, where she helped companies raise capital through IPOs and follow-on offerings and assisted Hong Kong listed companies in debt and equity capital issuances. She holds an MBA with Distinction from the Johnson Graduate School of Management at Cornell University and a double major Honours BA in Economics and Philosophy from the University of Toronto.

Roman Novozhilov
New Development Bank
Chief, Environment, Social and Governance
Roman Novozhilov is the Head of ESG Division at the New Development Bank. He has over 20 years of global experience in environmental, social, and governance matters. He joined the Shanghai-based NDB in 2017 to start its ESG Division and is responsible for integrating ESG aspects in NDB’s credit and equity products and for delivering ESG advisory services to NDB’s clients. Before joining NDB, he worked for the International Finance Corporation (IFC) in Washington, D.C., Johannesburg and Hong Kong, focusing on managing the ESG risks of IFC’s investments. Before that, he held various roles in sustainability policy research at the World Bank in Washington, D.C. Mr. Novozhilov holds a Ph.D. from American University (Washington D.C.) and an M.A. from Lancaster University (UK). He is a Chartered Alternative Assets Analyst (CAIA) and Certified ESG Analyst (CESGA).



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Our Sponsors
Lead Sponsor

P/E Investments
Founded in 1995, P/E Investments manages assets for individual and institutional investors worldwide. P/E Investments is headquartered in Boston, USA, with additional offices in Singapore, Melbourne, Tokyo, London, and Jackson WY. As of February 1, 2025, firm assets under management were approximately USD 19.7 Billion. Our flagship product, the FX Strategy, is an absolute return product investing in foreign exchange. The strategy employs a quantitative framework to evaluate daily fundamental macroeconomic and financial factors in order to identify current drivers of currency market returns. P/E’s FX Strategy model can also be effectively utilized for dynamic currency hedging, currency overlay strategies, and enhanced alpha products.
Platinum Sponsors

CSOP Asset Management
CSOP Asset Management Limited (“CSOP”) was established in Hong Kong in January 2008 as the first offshore subsidiary established by a Chinese asset management company, holding Type 1, 4, 9 licenses of Hong Kong Securities and Futures Commission. CSOP products have a global footprint in many regions, including Hong Kong, the United States, Japan, Luxembourg, Ireland, Cayman Islands and etc. CSOP has been recognized as “Professional China Solution Provider” with leading ETF business and outstanding achievements in RQFII space in the industry. CSOP has built a strong presence among global clients, including sovereign funds, pension funds, insurance companies, family offices, banks, etc. As at the end of May 2019, the total assets under managed was about US$ 5.6 billion.

Manulife Investment Management – IF Series
Manulife Investment Management is the asset management arm of Manulife Financial Corporation (Manulife). We draw on more than a century of financial stewardship to serve the investment and retirement needs of individuals, institutions, and retirement plan members. Our leading capabilities in equity, fixed income, and private market investments are strengthened by an investment footprint that spans 20 geographies worldwide. To learn more, please visit our website to see our latest whitepapers:

Talaria Capital
Talaria aims to deliver attractive risk adjusted global equity returns for its investors. For more than 15
years its strategy has provided a rare combination of volatility enhanced, active, bottom-up value
resulting in a fund that is liquid, transparent and a true diversifier. The approach has three proven
outcomes: an additional source of return, lower drawdowns, and lower volatility. As a privately owned asset
manager, Talaria’s interests are aligned with its investors.
Gold Sponsors

Mercer
At Mercer, our DNA is investment advice and for more
than 50 years we have looked beyond any individual house view across the global
investment universe to bring unique perspectives to portfolios - throughout
research, advice and solutions.
As a partner to your investment portfolio, you can trust that we’ll assess
suitable opportunities to build portfolios designed to deliver your investment
objectives, based on what matters to you most.
Our expertise lies in intellectual capital and
generating ideas for long-term investment. We observe markets carefully and
select the managers who we believe to be the best at navigating them, with our
strategists working with our decision-makers to shift client portfolios either
towards an opportunity or away from danger. Using this process, and with
support from our world-class research team, we have grown to be the largest
investment solutions provider by assets in the world*, managing more than $617bn.**
* As defined in CIO magazine’s 2024 Outsourced
CIO Buyer’s Guide Survey, worldwide discretionary AUM as of 31.12.2023 as
reported by each firm to ai-CIO.
**Mercer, 31
December 2024. Please see here
for more details on our AUM.

Morningstar
Morningstar, Inc. provides independent investment insights
across North America, Europe, Australia, and Asia. They offer an extensive
range of products and solutions for individual and institutional investors in
public and private capital markets, financial advisors and wealth managers,
asset managers, retirement plan providers and sponsors, and issuers of
fixed-income securities. Morningstar delivers data and research on investment
products, public companies, private markets, debt securities, and global market
data. The company operates in 32 countries.
Silver Sponsors

Acadian Asset Management
Acadian Asset Management is a global systematic
investment manager headquartered in Boston, with affiliates in London,
Singapore, and Sydney. Established in 1986, the firm is recognized as a pioneer
in the field of systematic investing. Acadian’s Singapore office opened in 1999
– their first international presence, signifying a commitment to the country
and region. As of December 31, 2024, Acadian managed US$117 billion in assets
for investors worldwide. Acadian is privileged to partner with 6 of the world’s
20 largest asset owners and 27 of the top 50 U.S. retirement plans. Flagship
strategies include Global, Emerging Markets & International (Global ex-US)
equities across various tracking error targets and market capitalizations, and
available in long-only or extensions (130/30).

AQUIS Capital
AQUIS Capital AG, a Swiss-licensed specialized multi-asset management boutique, specialising in Hedge Funds and Emerging Asia. Providing expertise across various strategies and asset classes, it manages the worldwide famous Lumen Vietnam Fund. The Lumen Vietnam Fund, investing in Vietnamese listed equities, boasts top-quartile performance for over a decade. Our hedge fund solutions offer compelling opportunities, diversification, and risk management. AQUIS Capital AG, 100% independent, prioritizes client solutions with its dedicated team of industry entrepreneurs leveraging extensive experience.
Networking Sponsors

MA Financial Group
MA Financial
Group is a global alternative asset manager specialising in private credit,
core and operating real estate, hospitality, private equity and venture capital
as well as traditional asset classes. In Australia we lend to property,
corporate and specialty finance sectors and provide corporate advice.
Our
investment teams have diverse skill sets and experience across a range of
strategies and market conditions and are focused on delivering long-term
growth. We have deep expertise in private credit and non-bank lending and
deliver investors defensive private credit solutions prioritising downside
capital protection while generating resilient returns. Our conviction runs deep
and as testament to this we co-invest in many of our strategies alongside our
clients, aligning our interests with theirs.
We
have over 700 professionals across locations in Australia, China, Hong Kong,
Singapore and the United States.

Preqin, a part of BlackRock
Preqin empowers financial professionals who invest in or allocate to private markets with essential data and insight to make confident decisions. It supports them throughout the entire investment lifecycle with critical information and leading analytics solutions. Preqin has pioneered rigorous methods of collecting private data for over 20 years, enabling more than 200,000 professionals globally to streamline how they raise capital, source deals and investments, understand performance, and stay informed. Acquired by BlackRock in 2025, Preqin complements the existing Aladdin technology platform to provide investment solutions for the whole portfolio. For more information visit www.preqin.com.
Key Discussion Topics
MANEUVERING THE MACRO
Asset Owners are currently confronted by several challenges including the thread of high inflation and interest rates, growth in labour costs and high energy prices, geopolitical risk, and the potential for an economic slowdown.
PRIVATE MARKETS INVESTMENTS - TIME TO SHINE
The role of private assets in a portfolio is becoming more important than ever.
FIXED INCOME: CHALLENGES, OPPORTUNITES AND WHAT TO EXPECT
After a decade of yields and spreads at near historic lows, bond yields, driven by rising rates, are rebounding.
ESG AND GOVERNANCE
In lieu of global standardization, asset owners should choose values which represent them and their stakeholders to pursue their ESG or responsible investing strategy.
THE EQUITY EQUATION: EVALUATING IMPACT ON PORTFOLIOS
Global investment markets are in an era of extreme volatility, leaving investors searching for new ways to achieve the same portfolio objectives.
REAL ASSETS: THE OUTLOOK ON INFRASTRUCTURE, REAL ESTATE AND ENERGY
This panel examines the benefits and the drawbacks of real assets and real estate.
CIO ROUNDTBALE PORTFOLIO CONSTRUCTION
The event’s closing panel discussion will gather CIOs from insurance company, regional private bank, family office, and HNW wealth management firm to discuss the megatrends facing the industry.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
Registration
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