Event Details

活动背景
2008年的金融危机带给全球经济深远的影响,无论是在金融市场还是各国经济。危机后发展中国家的经济弱周期和一轮又一轮的货币宽松政策引发了融资的激烈竞争和全球收益的下行压力。加之美国的“特朗普经济”,投资者清晰的意识到“低增长和高波动性”在接下来的很长一段时间中会成为新常态。

Background
The 2008 Global Financial Crises(GFC) had a lasting effect on both the capital markets and the global economy. Weak recoveries in developed economies and many rounds of monetary easing in the post-crises years have lead to intensive competition for funding and downward pressure on returns globally. Even with “Trumpism”in the U.S., investors clearly understand that “low growth and high volatility”are likely to remain the New Normal for quite and extended period of time.


活动主旨
2016年,资产配置理念深入人心,引发高净值人群的广泛关注,被称为“资产配置元年”。
2016年12月,波斯顿咨询公司发布报告,对资产配置的发展趋势做出预测,强调另类资产和长期投资理念的重要性。2015年,2/3的大型主权机构基金将15%的资产配置在另类资产上。仅仅180天后,2017年7月,波斯顿咨询公司再次发布报告称,中国财富传承市场大幕已开启。

从另类资产投资、长期投资到财富传承,资产配置越来越多的出现在人们的生活中,中国已全面进入资产配置时代。而作为另类资产类别中的一个重要组成部分——私募股权基金也因此成为关注的焦点。在这样的一个时代大趋势之上,合格的投资者究竟应该如何甄选私募股权基金以及适合个人的资产配置呢?欢迎您加入我们的活动。

Main section
The year 2016 is what we called the “starting year of asset allocation”, the philosophy of asset allocation has slowly filtering into people’s minds, causing a lot of attention. December 2016, Boston Consulting Group released a important report "The rise of alternative assets and long term investing" ,Alternative investments have become part of mainstream asset allocation strategies. Two-thirds of the largest sovereign wealth funds allocated 15 percent or more of their investments to alternative assets in 2015. And this allocation ratio is expected to continue to rise in the future.

Only after 180 days, July 2017, BCG has again released a report "The starting point of China wealth Inheritance".From alternative investment, long-term investment to wealth Inheritance, we entered into an era of asset allocation. In this New-Normal era, how do personal investors choose alternative investment fund and find your own right allocation? We welcome you to join our seminar.

​This event is Chinese only.

Agenda

2:30 PM - 3:00 PM
Registration & Networking
3:00 PM - 4:30 PM
Presentation ( Wen Yu, Sofia Hu)
4:30 PM - 5:00 PM
Q & A
5:00 PM - 5:30 PM
Cocktail Reception

Speakers

  • 庾文 (区域总经理 at 宜信财富)

    庾文

    区域总经理 at 宜信财富

    曾任花旗银行天津地区区域总经理、花旗银行华北区银行保险负责人、花旗银行首席财务安全规划师.

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  • 胡雅晴 (区域投资顾问总监 at 宜信财富)

    胡雅晴

    区域投资顾问总监 at 宜信财富

    2004年取得台湾理财规划师证照、国际金融理财师(CFP) 、 2006~2009台湾中国信托商业银行财富管理最佳销售理财顾问、2010台湾花旗银行绩优高端客户经理、 2013年北京花旗银行投资顾问.
    曾供职于北京花旗银行资深投资顾问、台湾花旗银行财富管理高级客户经理、台湾中国信托商业银行高端客户投资经理及投资产品管理工作,对两岸三地高净值人群的多产品财富管理及海外投资配置有丰富经验.
    具备多年经济分析、高净值人群财富管理及海外资产配置经验.

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Tickets

Free Attendance
Door Price Complimentary

About M2M Series

The M2M series (Member-to-Member) is AmCham China’s commercial event platform. M2M events are sponsored by companies seeking to share the latest information about their products, services, technologies, or expertise with fellow AmCham China members. These company-sponsored events are free for all AmCham China members and employees of member companies. The M2M program and any use of AmCham China’s name and participation by AmCham China’s personnel in such program in no event constitutes an endorsement, express or implied, of any product, service, program, or company. AmCham China reserves the right to offer, modify, suspend, or cancel the M2M events in its sole discretion.