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, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong, Managing Director
9:10am	Opening Keynote
9:30am	Regulatory Fireside Chat - Julia Leung, SBS, JP, Chief Executive Officer, Securities and Futures Commission - Eddie Yue, JP, Chief Executive, Hong Kong Monetary Authority
10:00am	Fireside Chat - Jean Eric Salata, Chairperson EQT Asia and Head of Private Capital Asia
10:30am	Coffee Break
10:55am	Panel Discussion: Strategic Shifts in Alternative Investments: Embracing Innovation and Technology
11:35am	Executives Fireside Chat: Navigating New Norms: Strategic Insights from Global Banking Leaders - Iqbal Khan, Co-President Global Wealth Management, and President, Asia Pacific, UBS Moderator: Raj Dhanda, Partner and Global Head of Wealth Management, Ares Wealth Management Solutions
12:10am	Insights Unveiled: The PWMA Annual Wealth Management Report 2024 - Vivien Khoo, CEO & Managing Director, PWMA - Jia Ning Song, Banking Partner, KPMG Hong Kong
12:20pm	Networking Lunch
1:45pm	Panel Discussion: Infrastructure and Real Estate: Seizing Opportunities in a Transformative Market - Jeremy Hall, CEO Brookfield Singapore, Head of APAC Brookfield Oaktree Wealth Solutions - Ed Huang, Head of Private Wealth Solutions - Asia Pacific, Blackstone
2:25pm	From Strategy to Legacy: Succession Planning for Future Generations
2:50pm	Panel Discussion: Hong Kong's Unique Appeal: What Family Offices Value Most
3:30pm	Coffee Break
4:00pm	Panel Discussion: Global Shifts and Strategic Expansions: Navigating China, Emerging Markets, and Investment Complexities
4:40pm	Art, Wealth, and Philanthropy: Creating Legacy Through Giving and Collecting
5:15pm	Closing Remarks
5:30pm	Networking Cocktail

Thought Leadership Roundtable

1:45pm	Philanthropy - Insurance for good
2:30pm	Private Credit 2.0 - The Emerging Trends
3:10pm	Coffee Break
3:40pm	The Strategic Role of Infrastructure in Private Portfolios and Alternative Strategies
4:20pm	Navigating the Future of Tokenization and Crypto Investments

- 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