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2024 / 2025 Summits in Hong Kong & Singapore
Institutional Investor Summit / Roundtable - March / Oct / Nov
Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
Private Wealth Summit - April / Oct / Nov
Family Office Summit - April / Oct / Nov
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This site is for accredited investors, professional investors, investment managers and financial professionals only.
You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
No. 1 – Introducing Products In Retail Banking
Typical Retail Wealth Management Products:
Insurance-Linked Products
Unit Trusts
Structured Products
Customer: I don’t like Insurance and I don’t like Unit Trust
Banker: We understand you don’t like Insurance and Unit Trust. A lot of customers like you say that. We hear your feedback. That is why our bank created structured products for you.
The 2024 Investment Day
17th Oct Hong Kong | 7th Nov Singapore
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place on 17th Oct 2024 in Hong Kong, 7th Nov 2024 in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here
The 2024 Family Office Summit17th Oct Hong Kong St Regis | 7th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here
2024/2025 Institutional Investor Summit / Roundtable
March / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Senior investment team from Sovereign Wealth Funds, Pension Funds, Endowments, Foundations & Charities in Hong Kong, Singapore & Asia-Pacific at the 2024 Institutional Investor Summit / Roundtable. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
No. 2 – Timing the Market
Banker: Today is a great time to buy.
Customer 1: No, I’ll wait for the price to drop.
Banker: Today is a great time to buy.
Customer 2: No, I’ll wait for the price to drop.
[Calling 10th Customer]
Banker: Today is a great time to buy.
Customer 10: Great. Let’s get a $1 Million.
The price went up 3%.
No. 3 – Weird Investment Decisions
Customer: I don’t really think the investment is good. But I will just try $10,000.
Banker: As long as you are comfortable. I will monitor for you.
Provides the promotion list to client:
Investment Amount
Sales Charge
Promotion
Below $10,000
3%
$50 Shopping Vouchers
Below $50,000
2.75%
Samsung Galaxy III
$50,000 & Above
2.50%
iPhone 6
Customer: Oh. There is promotion. I will place $50,000.
Banker: No. Why would you do that?
Customer: My boy wants the iPhone 6.
Banker: $50,000 and if it goes up by 10%, you can buy 5 iphone 6.
Customer: I trust you.
Banker: There is nothing I can do. Let’s pray. I will monitor for you
No. 4 – Forecasting Stock Price
Customer: What do you think the price for Apple will be in 12 months?
Banker: Now the price is $120. My bank calls for $153 in 12 months.
Customer: What do you think?
Banker: [Checks Bloomberg] 27 Analysts have a buy rating. 10 Analysts have a sell rating. The price range is from $88 to $203.
Customer: How? What do you think? Should I buy?
Banker: Barring any unforseeable circumstances, the price should be above $120. We call for $153. The upper price limit is $203. It could be somewhere between $153 to $203.
No. 5 – Finally it happens. So what’s next?
United States Federal Reserve finally hike rates
Federal Reserve System
Customer 1: Now that US Fed has increase the interest rates, what do you think? Will it impact my portfolio? What should I do?
Banker: We had long been expecting this rate hike. The market had already price in the rate hike. We should not see any knee-jerk reaction in the market. Our forecasts for this year and next year remain the same. The Fed is increasing the interest rate because the economy is stable and is growing. This is good news for businesses and investments. Global economic indicators support this positive trend.
In terms of your portfolio, we see no need for any major changes. We are well positioned in various asset classes and sectors. If you have more funding, this is a great time to increase allocation into the portfolio.
Next Customer dials in.
Customer 2: Now that US Fed has increase the interest rates, what do you think? Will it impact my portfolio?
Banker: [Same response]
10th Customer dials in.
Customer 10: Now that US Fed has increase the interest rates, what do you think? Will it impact my portfolio?
Banker: This is no good. I think the market will drop about 10% in the next few weeks.
Managing $20 million to $3 billion. Investing $3 million to $300 million.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.
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2025 Upcoming Events
> The 2025 Investment Day Hong Kong – March / July / Sept / Nov
> The 2025 Investment Day Singapore – March / July / Sept / Nov
> The 2025 Investment / Alternatives Summit Hong Kong – April / Oct
> The 2025 Investment / Alternatives Summit Singapore – April / Oct
> The 2025 Family Office Summit Hong Kong – April / Oct
> The 2025 Family Office Summit Singapore – April / Nov
> The 2025 Private Wealth Summit Hong Kong – TBC
> The 2025 Private Wealth Summit Singapore – TBC
2024 June / July Report Release:
> Asset Management Report 2024
> Family Office Report 2024
> UHNW Wealth Report 2024
> Top 50 Southeast Asia Companies Report 2024
> China & Hong Kong IPO Report 2024
> Hong Kong SFC Financial Industry Report 2024
> Private Capital / Equity Fund Managers IRR & Bonuses Report 2024
> Sports Report 2024
