OPT Hours*:
Full Day: 6 hours
Morning Session: 3 Hours
Afternoon Session: 3 Hours

Main Plenary

Opportunities and Challenges

8:15am	Registration
9:00am	Welcome Remarks Amy Lo, JP Chairman, Executive Committee, Private Wealth Management Association; Chairman of Global Wealth Management Asia, Head and Chief Executive, UBS Hong Kong Branch
9:10am	Opening Keynote The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP, Financial Secretary, The Government of the Hong Kong Special Administrative Region
9:40am	Fireside Chat: Hong Kong: Back on the World Stage - Nicolas Aguzin, Chief Executive Officer, Hong Kong Exchanges and Clearing Limited - Eddie Yue, JP, Chief Executive, Hong Kong Monetary Authority Moderator: Gary Hwa, Chair, Global Financial Services Markets Executive, Regional Managing Partner, Asia Pacific Financial Services, EY
10:20am	Coffee Break
10:45am	PWMA Annual Wealth Management Report Paul McSheaffrey, Senior Banking Partner, KPMG Hong Kong
11:00am	CEO Panel: Key Drivers of Sustainable Growth Panelists: - Michael Blake, CEO Asia, Union Bancaire Privée - Ronald S. Lee, Head of Private Wealth Management in Asia Pacific, Goldman Sachs (Asia) L.L.C. - Amy Lo, JP, Chairman, Executive Committee, Private Wealth Management Association; Chairman of Global Wealth Management Asia, Head and Chief Executive, UBS Hong Kong Branch - Steven Lo, Head of APAC, Citi Private Bank Moderator: Michael Stanhope, Founder & Chief Executive Officer, Hubbis
11:40am	Panel Discussion: AI Innovation: Unraveling the Potential of Generative and Predictive Technologies Panelists: - Ada Chiu, Chief Operating Officer, WM COO Office, Wealth Management, DBS Private Bank - Prof. Andy Chun, Regional Director, Technology Innovation, Prudential plc - Thurston Lee, Executive Director, Fundamental Equity, Goldman Sachs Asset Management - Dr. Miles Wen, Founder and CEO, Fano Labs Limited Moderator: Jame DiBiasio, Founder & Editor, DigFin Group
12:20pm	Networking Lunch
1:30pm	Regulatory Fireside Chat - Alan Au, JP, Executive Director (Banking Conduct), Hong Kong Monetary Authority - Keith Choy, Interim Head, Intermediaries, Securities and Futures Commission, Hong Kong Moderator: Helen Fok, Partner, Simmons & Simmons
2:10pm	Panel Discussion: Hello Hong Kong: Family Office and Beyond Panelists: - Jessica Cutrera, Vice Chair, Family Office Association HK and President, Leo Wealth - Jason Fong, Global Head, Family Office of Invest Hong Kong, The Government of the Hong Kong Special Administrative Region - Dr. Andrew Lo, Head, Family Advisory & Family Office Solutions, Greater China, UBS GWM Moderator: Daniel Shane, Editor, Asian Private Banker
2:50pm	Panel Discussion: The Future of Sustainable Investing - ESG and Impact Investing Panelists: - Poman Lo, Founding Managing Partner, AlphaTrio Capital - Grace Tam, CFA, Chief Investment Advisor, Hong Kong, Managing Director, BNP Paribas Wealth Management - Li Tan, Co-Founder & Partner, Investor Relations, Audacy Ventures Moderator: Shannon Li, Head of Sustainable Finance and Investment – China and North Asia Market Development, LSEG
3:30pm	Coffee Break
3:55pm	Panel Discussion: Alternative Investments and Private Credits Panelists: - Gordon Crosbie-Walsh, Chief Executive Officer, Asia, EquitiesFirst - Paul Dou, Director, Private Equity and Real Estate Research and Management, Asia Pacific, Citi Private Bank - Mathieu Forcioli, Global and Asia-Pacific Head of Alternatives, Global Private Banking and Wealth, HSBC - Eduard Wehry, Managing Director, Head of Business Development Asia Pacific, PGIM Real Estate Moderator: Adeline Tan, Wealth Business Leader, Hong Kong, Mercer
4:35pm	Panel Discussion: All Eyes on China: Greater China Opportunities and GBA Strategy Panelists: - Ivan Ching, Market Head, Standard Chartered Private Bank - Edwin Lim, Managing Director and Market Head, China, HSBC Global Private Banking - Yee Kim Tan, Branch Manager Singapore, Location Head and Group Head Greater China, Bank Julius Baer & Co. AG Moderator: Dustin Ball, Parthenon Partner, Asia Pacific Financial Services Strategy Leader, EY
5:15pm	End of Summit

Afternoon Breakout Sessions

2:15pm	Panel Discussion: Wealthtech - Where Traditional Finance Meets Fintech Innovations Panelists: - Frederick Chu, Managing Director & Chief Business Development Officer, AQUMON - Michele Ferrario, Co-Founder and CEO, StashAway - Kevin Li, General Manager and Head of Hong Kong, Syfe - David Scott, Partner, Financial Services Consulting Leader, Hong Kong, EY - Steffanie Yuen, Head of Hong Kong, Endowus Moderator: Neil Tan, Chairman, FTAHK and Member of Web3 Task Force, HKSAR, and Managing Partner, Tsunami Advisors Limited
3:00pm	A Showcase of the PWMA Hackathon – Collaborative Innovations Panelists: - Richard Chow, Head of Digital Adoption APAC, Wealth Management, UBS AG - Sam Farage, Director, Wealth Management Consulting, EY - Shirley Pi, Managing Director, Team Leader, Investment Counselling Greater China, Citi Private Bank Moderator: Jennifer Hsieh, Executive Director, Private Wealth Management Association
3:30pm	Coffee Break
4:00pm	Panel Discussion: Opportunities and Challenges - Understanding the Digital Assets Ecosystem Panelists: - Simon Bourke, Director, APAC Institutional Business, Fireblocks - Ben El-Baz, Head of Ecosystems, HashKey Group - Sean Lawrence, Head of Asia Pacific, Kaiko Moderator: Priscilla Adams, Group Director of Compliance, Bullish
5:00pm	End of Summit

- The programme and speakers are subject to change.
- Speakers are listed in alphabetical order of their last name

Please note:

* OPT hours will be awarded based on the sign-in/out record onsite (for physical attendance) or the attendance record of our virtual platform (for virtual attendance). You must attend the entire presentation sessions or panel discussions to get OPT hours. For virtual attendees, you must also pass the post-event quizzes to get OPT hours. There will be quizzes for morning and afternoon sessions respectively. The quizzes will be sent by email AFTER the event and attendees will need to pass the quizzes within 3 business days.

# Attendees who have successfully attended the Regulatory Sessions will be accredited one(1) OPT hour on PWM-related ethics and compliance