All Events

Hedge Funds & FoHFs

Private equity

Liquid alts



Real estate


Pension Funds


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Endowment & foundations

Family office & wealth managers

December 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.

Women’s Investment Management Leadership Summit 2017

Where: Crowne Plaza Hotel, Times Square, New York, NY
When: September 14, 2017
Organiser: Opal Group
The summit aims to empower more female leaders in the investment management industry. The idea of the summit is to provide an inclusive atmosphere where delegates connect and discuss ideas on career advancement, needed steps towards increasing gender equality and trends in investment portfolio management. This event will have shared networking receptions with the emerging managers summit held in the same venue.

Emerging Managers Summit 2017

When: September 14, 2017 - September 15, 2017
Where: Crowne Plaza Hotel, Times Square, New York, NY
Organiser: Opal Group
This event programme will highlight the benefits and opportunities for institutional and private wealth investors to invest in new, diverse, emerging managers and boutique fund managers. In addition to networking with key decision-makers of family offices and pension funds, new managers will be able to connect and exchange best practice ideas with their peers. Attendees will be able to hear from the nation’s leaders in the emerging manager market. Topics covered will include: the role of service providers and brokers; capitalising on equity investments; consultants; effective marketing methods; successful investment and business strategies to raise capital; emerging non-correlated fund strategies; equity investing; fixed income and credit; how to select investment managers by distinguishing between luck and skill; investing in emerging real estate managers; investing in international and emerging markets; benefits of investing in small and emerging managers; legal and compliance guidelines; opportunities in emerging hedge funds; showcase: meet the managers; strategies to outperform your larger peers; the advantages of investing in a women owned firm; how to get on the radar of consultants; investing in innovative ideas and benefits of investing in smaller managers.

Taiwan Wealth Management Forum 2017

When: November 21, 2017
Where: Grand Hyatt Taipei, No. 2, Songshou Road, Xinyi District, Taipei City, Taiwan 110
Organiser: Hubbis
There is a continued need for higher standards of professionalism and client education in the local industry as well as more expertise in advising individuals and families on diversification and allocation of their portfolios and on wealth preservation, business succession planning and wealth transfer. The event looks at wealth management organisation, compliant structures, sustainable business models, effective product platforms, technology infrastructure, compliance and risk management frameworks, training culture and expertise within all areas of the business.

China Wealth Management Forum 2017

Where: Ritz Carlton, Shanghai Pudong, Shanghai IFC, 8 Century Avenue, Shanghai, Lujiazui, Pudong 200120
When: November 23, 2017
Organiser: Hubbis
The event follows rapid growth in the onshore market in terms of numbers of high net worth and ultra high network individuals and greater demand for wealth preservation, planning and inter-generational transfer. Driving this trend towards estate planning is the increasing number of clients entering their mid-50s and early-60s. With these developments has come more penetration of managed wealth offerings in China on the back of innovation by local wealth mangers. Chinese markets remain the major investment focus and allocation for wealthy Chinese, despite the growing internationalisation of their investment strategy. The product and service aspects of China’s wealth management market need to evolve. This event will look at where the market is, the opportunities and challenges it faces and where it needs to go to move to the next level. This event is for anyone servicing wealthy clients – including local and universal retail banks, private banks, IFAs, family offices, local asset managers, securities firms and others. Speakers will provide insights from experts in overseas markets and elsewhere in Asia.

Alternative Investing Summit 2017

When: December 3-5, 2017
Where: Ritz Carlton, Dana Point, CA
Organiser: Opal Group
The summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. Participants and delegates of this alternative investment conference will investigate a range of critical investment issues including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets. The question of fees will be discussed along with a look into impact investing as a way of obtaining returns that are socially responsible as well as many issues involved with fund management and the importance of education for trustees and other investment officers. The label "alternative" describes a nebulous investment class to many investors, especially those in the institutional world who have strict ethical and fiduciary obligations to their organisations. This conference will feature dialogue driven panel discussions led by consultants and family offices.

Marketplace Lending & Alternative Financing Summit 2017

When: December 3-5, 2017
Where: Monarch Beach Resort, Dana Point, CA
Organiser: Opal Group
The summit is an educational forum designed for investors, issuers, platforms, underwriters, banks rating agencies, lawyers, service providers, accountants and other related industry professionals. Attendees will learn and network with industry leaders to gain insight on the newest techniques to maximise returns and reduce risk exposure in this growing area of marketplace lending. They will be able to explore an in-depth review of the current landscape and what is to come in addition to hearing about rating agency methodology, legal, tax and structural considerations which will provide attendees with the tools necessary to stay one step ahead of their competitors. Potential panel topics include: the US consumer; the current state and outlook of the marketplace lending industry; legal and regulatory issues; raising capital in the current environment; the secondary market; the role of technology; platforms partnering with banks; reporting requirements; lenders’ outlook; small business lending; securitisation; capital markets outlook; the future of marketplace lending; valuation methodology; platforms; the landscape of the specialty finance sector; online lending trends in the US and abroad; current trends and the future of direct middle market lending; overview, trends and the future of marketplace/P2P lending; how online marketplace lenders are altering the specialty finance sector; an overview and trends of the European environment for marketplace lending; crowd funding; subprime/non-prime; the role of the broker dealer/RIA plays in marketplace platforms; alternative lending; and other topics.

Reshaping Financial Services: Regulation, innovation and the new operational environment

When: December 4, 2017
Where: Royal Institute of International Affairs, Chatham House, 10 St James's Square, London SW1Y 4LE
Organiser: Royal Institute of International Affairs (Chatham House) in partnership with Innovate Finance
Technological advances and their adoption are changing the way traditional financial institutions conduct business and the way people access services in key financial centres and in emerging economies. This Chatham House City Series conference will evaluate different policy and regulatory approaches in a changing financial services sector and assess the opportunities and risks that accompany innovation across different financial markets. Some of the areas the conference will cover include: which regulatory models have proven successful in delivering value to consumer markets; where can frameworks be replicated and what role do regulators have; what systemic risks and opportunities  accompany ongoing technological innovations across mobile, crypto and cloud; what potential do these have to change the way people do finance and how can the risks be mitigated; how will ongoing political transitions continue to impact the financial services landscape; how will shifting priorities manifest themselves in regulatory approaches and frameworks; how do priorities and capacities differ across developed and emerging markets and how can regulators most effectively advance experimentation, inclusion and stability. The conference will be held under the Chatham House Rule.