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敬启者 / Dear Sir/Madam,
 
投资洞见与委托联合美世主办的「洞见论坛系列」之「2023亚洲机构资产配置洞见峰会」将在2023年9月22日于北京金融街丽思卡尔顿酒店举行。


Insights & Mandate now is co-hosting with Mercer to launch the Insights Conference Series — Asia Institutional Asset Allocation Insights Forum 2023 on 22nd September at The Ritz-Carlton Beijing, Financial Street.  
 

我们的讨论话题包括:

  • 后疫情时代全球资产配置的发展与趋势
  • 重新评估在2022年表现失色的60/40策略
  • 地缘政治新常态下的多元资产配置
  • 衰退时期保险资金配置的关键要素
  • 家族办公室在资产配置上的兴趣点
  • 大宗商品:通胀环境下更好的对冲与结构性配置选择
  • 当全球化走向碎片化时,我们该如何进行全球资产配置
  • 以及更多......


Topics for our discussion include:      

      •  Development & Trends of Asset Allocation in the Post-Covid Era -- from A Global Perspective
      •  Re-Evolution of 60/40 Strategy after Tanking in 2022

      •  Multi-Asset Allocation in the Geopolitical New Normal

      •  Key Points of Asset Allocation Strategies for Insurance in A Recession

      •  Family Offices' Appetites on Asset Allocation

      •  Commodity: A Better Hedge and Structural Allocation in Inflationary Environments

      •  How to Carry Out A Global Asset Allocation Strategy when Globalization is Fragmented?

      •  and more....      

    已确定的演讲嘉宾 / Confirmed Guest Speakers    

白雪石

境外投资部负责人

阳光资产管理
 

Xueshi Bai

Head of Global Invesment Department 

Sunshine Asset Management

陈蒙恩

总经理及法人代表

百达世瑞(上海)私募基金管理有限公司
 

Penny Chen

General Manager & Legal Representative

Pictet Private Fund Management (Shanghai) 

邱琳玲
亚太区销售与业务发展董事总经理
Direxion


Grace Chiu

Managing Director, Sales & Business Development, Asia, 
Direxion

丁涵之
CEO & CIO
卢银资产管理


Hanzhi Ding

CEO & CIO

BIL Wealth Management 

李斯,FRM
投资管理
部总经理
泰康人寿


Si Li, FRM
General Manager, Investment Management 
Taikang Life Insurance

吴方俊
董事总经理
富邦基金管理(香港)

Alan Ng
Managing Director
Fubon Fund Management (Hong Kong)

王冬辰,CFA
固定收益执行副总经理,基金经理
中国平安资产管理(香港
)

Dongchen Wang, CFA

Director & Fixed Income Portfolio Manager
Ping An of China Asset Management (Hong Kong)

康朝锋
董事长
泓湖百世全球家族办公室

Chaofeng Kang
Chairman
Honghu Best Global Family Office

李富军,CFA, PHD
创始合伙人,首席投资官
思睿集团

Ricky Li, CFA, PHD
Founding Partner, CIO
GROW Investment Group

陈勇瑞
销售总监兼产品专家
富敦投资管理(上海)有限公司

Bryant Tan

Head of China Sales & Product Specialist
Fullerton Investment Management (Shanghai)

温易明,CFA
中国区副总裁,财富及投资业务总经理

美世

Fred Wen, CFA
China Wealth Leader and Head of Investments 
Mercer

Girish Kumarguru, CFA, FRM, CAIA
Managing Director, Head of Fixed Income and Convertible Bonds
China Everbright Assets Management Limited

刘钦琛
资产配置与解决方案服务总监
平安资产管理


Andrew Liu
Director of Multi-Asset Solutions
Ping An Asset Management

谭颖,CFA
中国区总经理
罗素投资


Ying Tan, CFA
Head of China 
Russell Investments

张雨萌
中国区总裁
励正集团


Yumeng Zhang
Head of China
Legal & General


更多嘉宾正在确认中/More Guest Speakers are Coming
 
   联席赞助 / Co-Sponsors   
   联合主办 / Co-Organizers    
    参会席位现正预订中! (免费席位只对合资格人士开放)   
想预订席位,请电邮至:
assetallocation@insightsandmandate.com

或用手机扫描下列二维码并提供相应信息:
联系人:郭小姐
联系电话:852 3166 0460, 852 9342 9383
    Registration now open! (Free seats are available for qualified delegate only)   
For seat booking, please email us:
assetallocation@insightsandmandate.com

or scan the following QR code and provide the required info:
Contact person: Jenny Kwok
Tel: 852 3166 0460, 852 9342 9383
www.insightsandmandate.com / www.imassetallocation.com