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All Events

Hedge Funds & FoHFs

Private equity

Liquid alts

Infrastructure

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Real estate

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Pension Funds

Insurance

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Endowment & foundations

Family office & wealth managers

July 2017

Markets & Financial Industry Global Summit

When: June 12 - 13, 2017
Where: New York
Organiser: MFIGS
The summit brings together institutional investors, family offices, asset allocators, investment managers, regulators and financial industry service providers to share insights, create connections and do deals at the world’s exclusive financial industry gathering. The innovative format delivers an effective and transparent networking event with opportunities for 1:1 meeting with global investors and decision makers. Investment managers, qualified investors and industry leaders develop relationships that are required to drive success and grow participants drive the agenda. The event brings together commerce and engaging with financial industry market makers in collaborative efforts to discuss trends, economics and investment strategies in an environment to create connections and do deals. Delegates decide and tailor-make their schedule.

Digital Wealth Asia 2017

When: June 15, 2017
Where: Westin Hotel, 12 Marina View, Asia Square Tower 2, Singapore 018961
Organiser: Hubbis
The agenda will focus on compliance obligations, creating a compelling client experience, dealing with the data challenge and being relevant to clients, including the next generation. Speakers will also look at the growing demand for digital wealth management among Asian investors and how to respond to this challenge as well as how to cater for different needs by clients.

Catalyst Cap Intro: Multi-Fund fintech Platforms Alternative Investing

When: June 19, 2017
Where: New York
Organiser: Catalyst Financial Partners
The event is sector focused, investor driven and hosts hand-picked investment managers and investors that are introduced to each other with a view to become investment partners. This event focuses on multi-fund fintech platforms in alternative investing. This reflects the explosion in the past years of innovative ways of showcasing, distributing and closing investments through an online portal. These efforts promote transparency and giving the investor more ownership in selecting what manager, investments or assets to invest in. This event will cover fintech operators offering hedge funds, hedge fund replication, private investments and deals, real estate projects and peer-to-peer lending, among others.

Malaysian Wealth Management Forum 2017

When: July 13, 2017
Where: Hilton Kuala Lumpur, 3 Jalan Stesen Sentral, Kuala Lumpur
Organiser: Hubbis
The event is designed for the wealth management community in Malaysia. The need to overhaul the business model across the industry, to help increase the penetration of wealth products is one of the main focuses of the event. The right balance between fees and incentive structure to drive this will also be discussed. This event is for anyone servicing wealthy clients including private banks, retail banks, IFAs, insurance companies, local asset managers and others. Session will provide insights from experts in overseas markets sharing best practices, the components of successful businesses and lessons learned from developing and managing wealth management offerings and regulation elsewhere in Asia.

August 2017

Indian Wealth Management Forum 2017

When: August 23, 2017
Where: Sofitel Hotel, Level 2, Grand Salon C-57, Bandra Kurla Complex, Bandra East Mumbai 400051, India
Organiser: Hubbis
The event is aimed at the Indian wealth management community and is designed specifically for CEOs and senior management, product producers and business heads from local and universal private banks and retail banks, along with NBFCs, MFOs, national distributors, IFAs, registered investment advisers and insurance companies. Attendance is limited to 120. The agenda will consist of a blend of panel discussions, case studies and presentations on different aspects of the business with the aim of driving practical discussions to evolve the industry and take it to the next level. Subjects include the regulatory environment (how it will develop and what the opportunities and challenges are), driving revenue, cutting cost, how to become more relevant to clients as they seek more advice and get smarter and more demanding, performance management, enhancing capability, competency and capacity, evolving product offerings, providing advice, segmenting and serving the next generation and improving client education. Senior wealth management practitioners from overseas will share their insights and experiences in building businesses.

Investment Solutions 2017

When: August 31, 2017
Where: W Hotel, 1 Austin Road West, West Kowloon, Hong Kong
Organiser: Hubbis
The agenda will focus on the increasing need for product manufacturers and distributors to help clients use a broader range of investments that are more suitable and relevant to their needs. The themes covered include: structured products, funds, equities, fixed income, ETFs, alternatives, China, and India.

September 2017

Vietnam Wealth Management Forum 2017

When: September 7, 2017
Where: Park Hyatt Saigon, 2, Công Trường Lam Sơn, Bến Nghé, Ho Chi Minh City, Vietnam
Organiser: Hubbis
The event is focused on understanding the longer-term potential for wealth management in Vietnam and how to prepare for it. With a population fast-approaching 100m– around half of which is under 30 – it has been rapidly transitioning to a market-based economy. In the absence of many wealth management products and services that are common in other markets, transaction banking dominates. Only around 30 per cent or so of the population has a bank account. Banks are not allowed to sell mutual funds unless they have a securities licence and they are not allowed to offer dual-currency investments. The event is aimed at senior participants in retail banks, local asset management firms, insurance companies and other players interested in the development if wealth management in Vietnam. Speakers will provide insights from experts in overseas markets to understand wealth management, share best practices and review the components of successful businesses.

October 2017

Indonesian Wealth Management Forum 2017

When: October 19, 2017
Where: Shangri-La, Jakarta, Jl Jend Sudirman Kav 1, Jakarta Pusat, DKI Jakarta 10220, Indonesia
Organiser: Hubbis
The event is for the wealth management community in Indonesia. This event is for anyone servicing wealthy clients including private banks, retail banks, insurance companies, securities firms, local asset managers and others. Experts will provide insights in overseas markets, share best practices, the components of successful businesses and lessons learned from developing and managing wealth management offerings and elsewhere in Asia.