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

Main Plenary

8:15am	Registration
9:00am	Welcome Remarks Amy Lo, JP Chairman, Executive Committee, Private Wealth Management Association; Chairman, UBS Global Wealth Management Asia, Head and Chief Executive, UBS Hong Kong
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
9:30am	Insights Unveiled: The PWMA Annual Wealth Management Report 2024 - Vivien Khoo, Chief Executive Officer & Managing Director, Private Wealth Management Association - Jia Ning Song, Head of Advisory and Head of Banking and Capital Markets Sector - Hong Kong, KPMG China
9:45am	Regulatory Fireside Chat - Julia Leung, SBS, JP, Chief Executive Officer, Securities and Futures Commission - Eddie Yue, JP, Chief Executive, Hong Kong Monetary Authority Moderator: Keith Pogson, Senior Partner, Asia Pacific, Ernst & Young
10:15am	Executive Fireside Chat: Navigating New Norms: Strategic Insights from Global Banking Leader Panelist: - Iqbal Khan, President UBS Asia Pacific and Co-President UBS Global Wealth Management Moderator: Raj Dhanda, Partner and Global Head of Wealth Management, Ares Wealth Management Solutions
10:40am	Coffee Break
11:10am	Fireside Chat: Unlocking the Full Potential of Private Equity in Asia Panelist: - Jean Eric Salata, Chairman of EQT Asia and Head of EQT Private Capital Asia Moderator: Sueann Yeo, Head of APAC Private Wealth, EQT Partners
11:35am	Panel Discussion: Navigating New Norms: Drive, Connect, Transform Panelists: - Ronald Lee, Head of Private Wealth Management in Asia Pacific, Goldman Sachs (Asia) L.L.C. - Marco Pagliara, Head of Emerging Markets, Private Bank, Member of the Private Bank Executive Committee, Deutsche Bank AG - Harshika Patel, Chief Executive Officer, Asia Private Bank, J.P. Morgan Moderator: Matthew Shafer, International Head of Distribution, Europe & Asia, PGIM Investments
12:15pm	Networking Buffet Lunch
1:15pm	Panel Discussion: Global Shifts and Strategic Expansions: Navigating China, Emerging Markets, and Market Complexities Panelists: - Lemuel Lee, Managing Director, Head of Wealth Management Hong Kong, BNP Paribas - Dr. Andy Xie, Independent Economist - Dr. Eric Yip, Executive Director, Intermediaries, Securities and Futures Commission - Wilfred Yiu, Deputy Chief Executive Officer, Hong Kong Exchanges and Clearing Limited (HKEX) Moderator: Peter Tung, Managing Director & Regional Head, Private Banking, Greater China & North Asia, Standard Chartered Bank (Hong Kong) Limited
2:00pm	From Strategy to Legacy: Succession Planning for Future Generations - Carmen Cheng, Special Counsel, Karas So LLP in Association with Mishcon de Reya - Alex Wong, Partner, Karas So LLP in Association with Mishcon de Reya
2:20pm	Panel Discussion: Alternative Investments in Focus: Seizing Opportunities in a Changing Landscape - Mathieu Forcioli, Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking - Jeremy Hall, CEO Brookfield Singapore, and Head of APAC Brookfield Oaktree Wealth Solutions - Ed Huang, Head of Private Wealth Solutions - Asia Pacific, Blackstone - Stephen Pak, Director, Citi Global Wealth Alternative Investment, Citi Private Bank Moderator: Carly Lau, Senior Reporter, Asian Private Banker
3:00pm	Reshaping the Digital Wealth Market with the Power of AI Jack Wong, Digital Wealth Solutions Lead, North Asia, LSEG Data & Analytics
3:20pm	Coffee Break
3:50pm	Panel Discussion: Hong Kong's Unique Appeal: What Family Offices Value Most Panelists: - Jason Fong, Global Head, Family Office of Invest Hong Kong, The Government of the Hong Kong Special Administrative Region - Dr. Andrew Lo, Head A&S Family Advisory North Asia, Global Wealth Management, UBS AG - Aik-Ping Ng, Head of Family Office Advisory, Asia Pacific, HSBC Global Private Banking - Bernard Wai, Asia Pacific Head, Family Office Group, Citi Private Bank Moderator: Michael Stanhope, Founder & Chief Executive Officer, Hubbis
4:35pm	Fireside Chat: Beyond the Canvas: The Intersection of Art and Wealth Panelists: - Angelle Siyang-Le, Director, Art Basel Hong Kong - Margaret Zhao, Managing Partner, HT Family Office Moderator: Felix Kwok, VP, Head of Modern Art, Asia, Sotheby's
5:10pm	Closing Remarks

Thought Leadership Breakout
Location: Crystal Ballroom, 19/F
Thought leadership breakout will not be live streamed for the Virtual attendees.

1:30pm	Next Chapter on Private Credit – The Emerging Trend Panelists: - Lily Chan, Managing Director, Asset & Wealth Management, Hong Kong, Goldman Sachs - Dany Dupasquier, Managing Director, Head, Fund and Alternative Selection, Wealth Management, Standard Chartered Bank - Edward Moon, Partner, Head of Asia Pacific Global Wealth, Apollo Global Management Moderator: Frank Shen, Principal, Head of Greater China, Global Wealth Management Asia Pacific, Apollo Global Management
2:10pm	Strategic Philanthropy: Aligning Wealth with Purpose Panelists: - Dorothy Chan, Head of Philanthropy Services and Advisory, Asia Pacific, HSBC Global Private Banking - Florence Chan, Deputy Chief Executive Officer, Po Leung Kuk - Rachael Lee, Senior Vice President, Howden Private Wealth - Wai Soon Lum, Head of Wealth Planning Hong Kong, Managing Director, UBS Global Wealth Management Moderator: April Lok, Head of Business Development, Howden Private Wealth
2:50pm	Break
3:10pm	Investing in the Infrastructure of Tomorrow Panelists: - Tani Burge, Managing Director, Alternatives Capital Formation, Goldman Sachs Asset Management - Martin Leung, Head of Private Investments Hong Kong, BNP Paribas Wealth Management
3:50pm	Emerging Trends Shaping Digital Wealth: Regulation, Innovation, and Market Demand Panelists: - John Cahill, Chief Operating Officer – Asia, Galaxy Digital - Giselle Lai, Associate Investment Director, Digital Assets, Fidelity International - Michael Lau, Senior Vice President, Group Head of Business Development at Bullish, and Chairman of Consensus Hong Kong Moderator: Rocky Mui, Partner, Clifford Chance
4:30pm	End of Thought Leadership Breakout

- 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