6th Annual Private Wealth Asia Singapore Forum
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Be part of the Private Wealth Asia Forum 2025 on May 15, 2025, in Singapore, an exclusive gathering for wealth managers, family offices, and institutional investors. This invitation-only event brings together top experts and fund selection teams from major institutions such as IWC Management, DBS Private Bank, Bank of Singapore, GIC, and Farro Capital (Multi-Family).
Explore emerging opportunities in alternative investments, asset protection, and financial market strategies, while engaging in peer-to-peer learning with some of the most influential decision-makers in Asia.
Register today to secure your invitation to this high-level event!
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OUR SPEAKERS
Keynote Speakers

Ken Chew
IWC Management
Partner and Chief Executive Officer
Ken Chew is the Chief Executive Officer of IWC Management (formerly XIN Fund Management), a forward-thinking platform that leverages its legacy as a licensed fund management company to create innovative investment products and solutions tailored to the evolving needs of the Asian wealth management landscape. Under Ken's leadership, IWC Management has repositioned itself to align with global mega-trends, focusing on transformative and impactful investment opportunities in technology, healthcare, ESG, and beyond. Previously, Ken served as Deputy CEO of XIN Fund Management, where he played a pivotal role in transforming a single-family office into a licensed fund management company, managing diverse asset classes, including technology and art funds. His career highlights also include serving as COO of DigiFT, where he led operations for the world's first decentralized security token trading platform within a regulated sandbox, pioneering the integration of DeFi with financial assets. Ken's extensive experience spans investment and asset management across public and private markets, with expertise in real estate investments in China, Japan, South Korea, India, and Southeast Asia. He has successfully invested and managed complex projects in AI, blockchain, fintech, IoT, and healthcare, reflecting his passion for transformative technologies that drive societal progress. With a background in senior roles at renowned organizations such as Sasseur REIT, Fosun Group, and CapitaLand, Ken brings a unique blend of analytical acumen, creative problem-solving, and a vast network across private, public, and government sectors. His commitment to transgenerational, transformative, and impactful (TTI) investments underscores his vision to create long-term value while contributing to the betterment of society. Ken is a sought-after speaker and thought leader, recognized for his ability to bridge traditional and innovative investment practices, making him an ideal contributor to discussions shaping the future of private wealth and family office strategies in Asia.
Speakers

Alex Ma
AO Holdings (Single-Family Office)
Managing Partner & Principal
Mr. Alex Ma is a veteran investor based in Singapore/Hong Kong, previously in London, managing family offices since 2014. An Adjunct Lecturer in MSc Finance at UCL and USTC, he is a CFA charter holder, former CFA UK SIG committee member, and CFA Research Challenge grader. He graduated with an Oxford MBA (Distinction) and NUS First Class Honours in Mathematics and Finance as a Singapore Government Scholar.

Benjamin Choo
Racson Capital (Single-Family Office)
Founding Partner
Benjamin Choo, founder of Racson Capital, leverages over two decades of experience to drive innovative financial solutions. A Chartered Banker, Certified Family Office Advisor, and recipient of the Excellence in Finance - Leaders honor, he integrates robust financial frameworks with evolving technology. Co-founder of Kyoken Lab, he facilitates Web 2.0 to Web 3.0 transitions.

Bryan Goh
Tsao Family Office (Single-Family Office)
Chief Executive and Chief Investment Officer
Bryan has over 20 years of investment experience managing global multi asset portfolios. He has varied experience from managing Asian and European equities at Arab Bank to managing hedge fund portfolios at Oaks Family Office. He also has business experience co-founding First Avenue Partners, an alternative investment advisory business in London, and later heading alternative investments at DBS Private Bank. Bryan was chief investment officer of Bordier Singapore before joining Tsao Family Office Pte. Ltd., family office of the Tsao Group, as chief executive and chief investment officer.

CHIAM Swee Chiang PhD, CFA, FRM
GIC
Managing Director, Head, Total Portfolio Policy & Allocation, Economics and Investment Strategy
Chiam Swee Chiang is Head of Total Portfolio Policy & Allocation (TPPA) at GIC in the Economics and Investment Strategy department. He leads TPPA to formulate long-term and medium-term investment policies for the GIC Total Portfolio, and drive optimal capital allocation across beta and alpha through rigorous portfolio research and analysis. Swee Chiang has been at GIC since 2008. Prior to his current role, he was a portfolio manager in the Real Return Program, responsible for researching and developing alternative investment models and strategies for GIC. Prior to this role, he worked in the Risk and Performance Management Department and managed risk for multi-asset strategies. Swee Chiang is a member of the AIMA Global Investor Board and the EDHEC Infra & Private Assets Advisory Board.

Dick Catlin
Le Mercier (Single-Family Office)
Head of Private Investments
Head of Private Investments for a Singapore family office, focused on investing growth capital in innovative companies across Southeast Asia. 15-year track record in as an investment professional in private markets; successfully sourced, executed, managed and exited complex transactions across Asia Pacific. Focused on companies in the range of $50m-$1bn with investment sizes of $5m-$50m in the healthcare, infrastructure and agri/protein sectors Deeply-involved with companies and engaged with management teams to help guide strategy .

Eleonore Dachicourt
BNP Paribas Wealth Management
Managing Director, Head of Sustainability, Asia, Wealth Management
Seasoned investment professional with 20 years of experience in Asset & Wealth Management and Sustainability as an allocator, investment specialist and fund raiser across Asia, Europe (Switzerland) and the UK. Senior leadership roles at established Private Banks and Asset Managers (BNP Paribas, Credit Suisse, Deutsche Bank, Barclays, UBS) successfully advising family offices, UHNWI, institutional investors and consultants in their traditional and alternative investments, now with a focus on ESG, Sustainability and Impact Investing.

Gareth Nicholson
Nomura International Wealth management
Chief Investment Officer and Head of Discretionary Portfolio Management
Gareth joined Nomura in 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support. Gareth has over 16 years of experience in financial markets. Prior to Nomura, he was Head of Fixed Income DPM at Bank of Singapore, where he was also a member of its investment committee. Before that, he was with Aberdeen Standard Investments for almost 10 years as a fixed income trader and an Asian credit portfolio manager. Gareth holds a BSc in Financial Mathematics from the University of Johannesburg. He was born and raised in East London, South Africa.

Jonathan Fein
Treis Group (Single-Family Office)
Sustainability Investments - Asia Lead
Jonathan Fein leads investments in Asia Pacific for Treïs, a family-owned investment group. Treïs is dedicated to long-term returns and responsible investment principles. We believe that investors have a moral and fiduciary duty to allocate capital responsibly and that there does not need to be a trade-off between investing responsibly and creating solid financial returns. We are a part of a 120-year family history and conscious of our entrepreneurial legacy. Our ambition is to pass on a better world to the next generation, making a positive contribution to our natural environment and social communities around us.

Kenneth Teow
DBS Private Bank
Head, Fund Selection Team
Kenneth is responsible for regional selection of mutual funds and evergreen private market funds for Retail and Wealth client segments. He joined DBS in 2012 as a Graduate Associate and has 10 years of experience in Fund Selection and Investment Advisory. He holds a Bachelor of Engineering (Honours) in Chemical Engineering from the National University of Singapore and is a CFA charter holder.

Kenneth Toh
Indosuez Wealth Management
Executive Director-Senior Fixed Income Advisor

Kevin Gin
Alpha Capital (Single-Family Office)
Founder and Managing Director
Kevin Gin is the Founder and Managing Director of Alpha Capital Family Office. He focuses on valuation anomalies and believes in detailed research and analysis, working with a group of like-minded professionals within his investment ecosystem that lead to investment decisions. Kevin brings with him more than 30 years of investment experience and was the Head of Greater China Property Research with Yuanta Securities (Hong Kong). Prior to Yuanta, Kevin was the SVP with Pacific Star Financial (a subsidiary of Pacific Star Group). Kevin was also the Chief Operating Officer of CITIC Securities (formerly known as CITIC Frontier China Research), Managing Director of Matrix Venture Capital, Director of Matrix Venture Catalyst, Director of Kleinwort Benson Securities Asia, Head of Regional Property and Singapore Country research.

Mahesh Kumar
Farro Capital (Multi-Family Office)
Co-Founder, Managing Partner
Mahesh Kumar is the Co-Founder of Farro Capital, a multi-family office and fund manager based in Singapore and Dubai. He focuses on the management and growth of the firm, and launch of various products and services. He also leads the firm’s wealth advisory and structuring platform. Mahesh was previously a tax partner at Withers Worldwide, a leading international law firm focused on private wealth. He has advised clients on complex cross-border structures for funds, investments and business operations. He also advises families on multi-generational succession and wealth planning strategies as well as structures for family offices, trusts and cross-border philanthropy. He was ranked by Singapore Business Review in an exclusive list of the most influential lawyers in Singapore. He is an elected member of the Executive Committee of the International Fiscal Association, Singapore. He is regularly invited to speak at major forums and quoted by leading publications.

Roger Zhu
Winfield Global Capital (Multi-Family Office)
Chief Executive Officer
Roger is an experienced portfolio manager, He has over a decade of experience managing money for both UHNWI and institutions. From 2011-2013, he was a quantitative analyst with Hong Leong Asset Management. From 2013-2019, he was a portfolio manager with Pheim Asset Management (Asia). From 2019-2022, he was working for a single family office as the CEO. Since 2022, he has been the CEO of Winfield Global Capital, which is a multi family office. Roger holds both B.Eng and Ph.D from Nanyang Technological University, Singapore, He is also a CFA chartered holder.

Stefanie Holtze-Jen
Deutsche Private Bank
Chief Investment Officer
Stefanie Holtze-Jen is the Asia Pacific Chief Investment Officer for the Private Bank. Before her appointment in 2021, Holtze-Jen was Global Chief Currency Strategist, Portfolio Manager, at Deutsche Bank’s asset management arm DWS, where she coordinated a team covering currency macro, positioning and technical analysis, which guided the portfolio managers’ foreign-exchange strategy. Based in Singapore, she is responsible for the development of the Asia insights and contribution to the house view of Deutsche Bank Private Bank. Prior to DWS, Holtze-Jen held different leadership roles at Commerzbank AG and Royal Bank of Canada in Hong Kong, Singapore, and London. Holtze-Jen is a member of the Singapore Foreign Exchange Committee of the Monetary Authority of Singapore.

Tuck Meng Yee
JRT Partners (Family Office)
Chief Investment Officer, Founder
Tuck Meng has over 20 years experience in investment management, research, product marketing, and fund administration
especially in funds and alternative investments. He is with JRT Partners, a family office and fund services group where he
manages a multi asset portfolio including startups and alternative funds. His experience in designing, analysing, marketing,
managing and supporting fund investments and structured products for leading institutions like Citi Private Bank, ABN Amro
Private Bank, JP Morgan, UBS, and the Commonwealth Bank of Australia in Asia Pacific gives him a keen sense of what
investments suit which types of investors, and the support they typically need, including with startups and venture capital
investments.

Veiverne Yuen
Blauwpark Partners (Multi-Family Office)
Founding Partner
Veiverne is an experienced investment manager whose experience spans institutional asset management, private equity, venture capital, M&A and regulatory compliance. Prior to BPP, he has held roles at tryb Group, GIC Pte Ltd, Rabobank, and the Monetary Authority of Singapore. He holds a MSc in Applied Finance from SMU, and a MEng in Aeronautical Engineering from the University of Bristol.

Vishal Nanwani
Director of Portfolio Management
Director of Portfolio Management

Wing Kiat CHEONG
Business Concept (Single-Family Office)
Founder and Managing Director
Cheong Wing Kiat is the Patriarch of Business Concept, his family investment company since 1990, specializing in
PE/VC and property investments. He was the first 3rd-generation successor and steward of his extended family
business, Wen Ken, founded in 1937 by his grandfather and three associates. From 1995 to 2011, he integrated
Family Office investment activities within Wen Ken’s holding company. Prior to joining Wen Ken, he gained
valuable experience with Pacven Walden Singapore, a U.S.-based PE/VC management company. Cheong is a
seasoned speaker at family office, wealth management, and investment forums and conferences in Singapore,
Greater China, and Switzerland. He also serves as a strategist for business families in Singapore, Malaysia, and
Indonesia. Cheong holds the Guinness World Record for the largest Goshenite gemstone, weighing 1.3 kg,
renowned for its transparency—a quality that resonates deeply with one of Cheong’s personal values. He is
married and has two sons and one daughter. His academic credentials include a BAcc and an MSc in International
Marketing.

Yazid Mahadi
Bank of Singapore
Head of Funds Selection
Yazid is the Head of Funds Selection at Bank of Singapore and he plays a key role in developing the funds platform and ESG framework for funds in the Bank. He has over a decade of experience in the institutional investment space in which he was primarily responsible for the external fund management and asset allocation in a sovereign wealth fund in Brunei. He graduated from the University of Cambridge with an MPhil in Economics. He is also a CFA Charterholder and obtained the Certificate in ESG Investing from CFA

Yves Bogni
UBS Global Wealth Management
Head of Investment Strategy, and Head of the Mandate Investment
In 2010 Yves joined UBS Global Investment Management in Singapore as the Head of Investment Strategy in APAC. In his current role, as the Head of the Mandate Investment Team, he is responsible for the front-to-back investment process of discretionary mandates of UBS Global Wealth Management in Asia. His team manages SAA and TAA implementation, investment content, portfolio construction as well as a dedicated investment process for the largest discretionary UHNW and family office portfolios in the region. In addition, he is responsible for UBS Global Wealth Management’s investment process governance across Asia, including domestic locations such as Japan and China.

Zann Kwan
Chief Investment Officer
Chief Investment Officer



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Client Testimonials
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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.

JP Morgan Asset Management – IF Series
J.P. Morgan Asset Management, with assets under management of USD 3.6 trillion (as of December 31, 2024), is a global leader in active investment management. Our strategies include equity, fixed income, real estate, private equity, hedge funds, infrastructure and asset allocation. Our global network of 900+ investment professionals, located in 30 different countries, brings our best ideas, solutions and service to our clients.

Nomura Corporate Research and Asset Management – IF 2024
Nomura Corporate Research and Asset Management Inc. (NCRAM) is Nomura’s below investment grade credit boutique. NCRAM was established in 1991 and serves as an investment adviser to US, South American, EMEA, and Asian institutional clients, with more than $37 billion of assets under management. NCRAM is primarily engaged in managing assets consisting of US and global high yield corporate bonds, but also manages European high yield, emerging market debt, and multi-asset credit portfolios for its clientele on a worldwide basis.

Principal
Principal Investor Management (DIFC) Limited (“Principal”), specializes in distributing and promoting asset management products and services from Principal Asset Management, the global investment solutions business for Principal Financial Group® which manages US$1.6 trillion in AuA for more than 1,100 institutional clients in more than 80 markets worldwide. Principal Asset Management manages over US$ 585.6bn in AuM in public markets, private markets and solutions strategies. Principal is registered in the Dubai International Financial Centre and authorized by the Dubai Financial Services Authority as an Authorised Firm serving institutional investors, pension plan sponsors and sovereign wealth fund managers throughout the Middle East.

Remara
Remara is an
Australian-based Asset Management company managing over $1 billion in funds across key
asset classes, including private credit, real estate, and tactical
opportunities. They take an innovative and hands-on approach as high-quality
asset generation specialists through their vertical integration model,
providing portfolio diversification, superior risk adjusted returns and capital
preservation. Remara was established in 2019 and headquartered in Sydney,
Australia.

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

Amundi
Amundi, the leading European asset manager, ranking
among the top 10 global players[1], offers its 100
million clients - retail, institutional and corporate - a complete range of
savings and investment solutions in active and passive management, in
traditional or real assets. This offering is enhanced with IT tools and
services to cover the entire savings value chain. A subsidiary of the Crédit
Agricole group and listed on the stock exchange, Amundi currently manages more
than €1.95 trillion of assets[2].
With its six international investment hubs[3], financial and
extra-financial research capabilities and long-standing commitment to
responsible investment, Amundi is a key player in the asset management
landscape.
Amundi clients benefit from the expertise and advice
of 5,400 employees in 35 countries.
Amundi, a trusted partner, working every day in the interest of its clients
and society

Bitwise
Bitwise is a specialist digital asset manager, with $10bn+ AUM invested across an array of active and passive investment vehicles. The firm is known for managing the world’s largest crypto index fund, hedge fund structures, Bitcoin and crypto-themed ETFs (NYSE: BITB), and investment products spanning the digital asset ecosystem. In addition to the product suite, Bitwise focuses on partnering with family offices and institutions to provide quality education and research.

Heitman
Founded in 1966, Heitman LLC is a global real estate investment management firm with approximately $50 billion in assets under management. Heitman’s real estate investment strategies include direct investments in the equity or debt capitalization of a property or in the securities of listed and publicly traded real estate companies. Heitman serves a global client base with clients from North American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors.

HGC Investment Management
HGC is a leading real estate investment manager focused in the residential multifamily apartment sector in the United States covering both development and value-add transactions. Over the past 10 years, HGC deployed over USD3 billion in the US with leading local partners with significant track records and reputation. Our relationship with major developers and operators in each local market enables us access to excellent off-market opportunities.

KraneShares
KraneShares is a specialist investment manager
focused on China, climate, and uncorrelated assets. KraneShares seeks to
provide innovative, high-conviction, and first-to-market strategies based on
the firm and its partners' deep investing knowledge. KraneShares identifies and
delivers groundbreaking capital market opportunities and believes investors
should have cost-effective and transparent tools for attaining exposure to a
wide variety of asset classes. The firm was founded in 2013 and currently serves
institutions and financial professionals globally. The firm is a signatory of
the United Nations-supported Principles for Responsible Investing (UN
PRI).
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.

Astris Advisory
Astris Advisory offers services across corporate advisory, investment research, and placement agency businesses. We support Japanese corporates by connecting them to the international investment community while at the same time providing investors with access to our own research and corporate meetings. Aware that Japanese inves-tors often do not have access to the best-performing foreign funds, particularly in pri-vate assets and alternative investments we are able to connect them to reputable funds in the global institutional investment community.

Barwon Investment Partners
Barwon Investment Partners was founded by Rob Morrison and Sam Armstrong in 2006. The Barwon name links to the Barwon region in southern Victoria, an area where the founders lived in their early years. The Barwon river is a vital river and estuary system flowing through the Victorian city of Geelong to the sea and Barwon Heads. Barwon has six partners, Rob Morrison, Sam Armstrong, Peter Conners, Tom Patrick, Kate Hayward, and Jonathon Pullin, each with extensive experience in investment
management and financial services. Together the Barwon team comprises more than 50 highly
qualified and experienced investment professionals and manages more than A$3 billion* in healthcare property, property finance and global investment strategies for its institutional and wholesale clients in Australia and overseas.

BroadRiver Asset Management
Founded in 2009, BroadRiver Asset Management, L.P. specializes in the management of uncorrelated alternative assets which focus on dependable yield, high credit quality, low volatility, with low correlation to financial markets and general economic conditions. Our clients are sophisticated institutional investors, including pension plans, endowments, foundations and family offices. BroadRiver currently manages approximately $1.6 billion in assets. The firm’s founders have been serving institutional clients for over 30 years.

BSQ Capital Management
BSQ Capital Management (“BSQ”) is an alternative asset manager providing capital solutions to ‘next-generation’ digital infrastructure to meet the scaling needs of artificial intelligence (AI), blockchain, and other transformative technologies. By investing in the intersection of infrastructure and technology - such as computing hardware, data centers, and energy infrastructure - BSQ is committed to building the foundation required to power the new age of digital innovation.

Conning
Conning (www.conning.com) is a leading investment management firm with a long history of serving insurance companies and other institutional investors. Conning supports clients with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America. Conning is part of the Generali Group.

Virtus Investment Partners
Virtus Investment Partners is a distinctive partnership of boutique investment managers committed to investors’ success. The firm offers a variety of investment strategies across asset classes (equities, bonds, multi-asset, alternatives), and had $175 billion of AUM (as of December 31, 2024).
Kayne Anderson Rudnick, a wholly owned subsidiary of Virtus, is a Los Angeles-based asset manager with a range of investment solutions including Small/Mid-Cap equities. With a 40-year history, the firm builds high-conviction portfolios of high-quality businesses with enduring competitive advantages.
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.

Quintessential
Quintessential is a diversified property group specialising in property regeneration, asset management and development in Australia. Our foundations are built on the belief that integrity and relationships are central to success. This philosophy has helped us consistently deliver above average returns to our investors, with a weighted average net IRR of 23.4% for sold properties since inception. Our value creation and investment strategies are key to driving positive outcomes for our investors and tenants.

William Blair International
William Blair is committed to building enduring relationships with our clients. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, and emerging markets debt. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients’ evolving needs.

Zagga Investments
Zagga is one of Australia’s leading boutique investment managers and non-bank lenders. Our objective is to generate stable, fixed-income style investment opportunities through facilitating the funding of high-quality loan transactions in the Commercial Real Estate Debt (CRED) sector.
Key Discussion Topics
MANEUVERING THE MACRO
Learn how investors should navigate their global alternatives portfolios through major economic change
PRIVATE MARKET & PRIVATE CREDIT INVESTMENTS – TIME TO SHINE
Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets
FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO EXPECT
With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play?
LIQUID VS. ILLIQUID ALTERNATIVE INVESTMENTS: UNRAVELLING OPPORTUNITIES AND CHALLENGES
Industry experts to shed light on the benefits, risks, and considerations surrounding liquid and illiquid alternative investments, aiming to support investors make informed decisions in today's dynamic financial markets.
FAMILY OFFICE, WEALTH MANAGEMENT TRENDS, GOVERNANCE AND ESG
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 GREAT EQUITY DEBATE: THE PRIVATE INVESTOR VIEW ON STOCK MARKETS
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
REAL ASSETS: ENERGY, REAL ESTATE AND INFRASTRUCTURE
As investors looking to align portfolios to global megatrends, this panel will discuss key opportunities and challenges of investing in real assets.
ARTIFICIAL INTELLIGENCE, WEB 4 AND DIGITAL ASSETS 25
Digital assets, AI, cryptocurrencies, momentum is growing in digital assets connected with metaverse, NFTs and other Web3 initiatives.
PORTFOLIO CONSTRUCTION - HOW ALLOCATORS ARE PLANNING FOR THE FUTURE
Gathering regional SFO principals and wealth managers to discuss the megatrends facing the industry.
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