3rd Global Asset Allocation Focus 2018 (hereinafter as GAAF2018) was solemnly opened on May 17th-18th in Shanghai, China. GAAF2018 was organized by CDMC Finance Research Institute (hereinafter as CFRI) and CDMC Group, with the support of Association of International Wealth Management (AIWM), Beijing Wealth Management Industry Association, Alternative Investment Management Association, Association of Family Office in Asia, Association of Private Bankers in Greater China Region, Shanghai Advanced Institute of Finance (SAIF), Shanghai JiaoTong University SAIF Club.
It gathered senior executives from domestic and foreign private banking, wealth management, asset management, FOF, family office, trust, fund, insurance, law firm, service and technology providers to discuss core topics, such as wealth management, independent wealth, asset management, private banking, family offices, and FOF.
The summit gathered 500 participants and 32 speakers with multiple meeting forms, including global asset allocation main forums, roundtable talks, smart investment forums& the Pre-A round financing conference of Sinolink YongFu, global asset allocation awards ceremony, media interviews, and family office training to fully analyze assets allocation.
Strong conference line-up, full industry chain, accurate coverage
According to China Private Wealth Report 2017, the ranks of China’s high-net-worth individuals (HNWIs) reached 1.58 million in 2016, who have more than RMB 10 million (U.S. $1.5 million) in investable assets. The country’s total private wealth market now totals RMB 165 trillion (U.S. $24.8 trillion) in investible assets. With the balanced allocation of wealth, policy guidance, cutting-edge technology, investment strategy and industry development cycle have an important impact on China’s HNWIs and financial institutions.
In this context, the summit invited Zhu Haibin, Chief Economist of JP Morgan China, Shang Chuang, CFO of Noah Wealth, Andrew Lau, Vice Chairman of Association of Private Bankers in Greater China Region, Sermon Kwan, Senior Advisor, Bank of Singapore, Byron Wong, Executive Director of Yunfeng Financial Group, Vince Zhang, President of Phoenix Finance, Wang Yunpeng, Senior Vice President of JianRong Capital, Ethan Wang, Head of Investment Strategy, Wealth Management of China, Standard Chartered Bank, Li Dan, Management Partner, Prosperity Investment, Li Qiang, Managing Director of CICC Wealth Management, Zhang Xudong, General Manager Assistant of China Merchants Bank Shanghai Private Banking, Xiao Wei, Vice President of GeShang Wealth, Eva Law, Chairman of Asian Family Office Association, Callum Liang, Partner of Unity-Group, Dong Haizhou, Deputy Chief Investment Officer of Hang Tang Wealth Family Office, Robert Rubenstein, Chairman of TBLI GROUP.
They discussed hot topics, such as “2018 global economic outlook and asset allocation strategy, China’s wealth management market trend forecast, private banking experience sharing, financial technology, smart investment, asset preservation, FOF, family office and family trust, non-performing assets”, etc. It built an excellent platform for communicating, learning and networking.
Various meeting forms
The conference had a variety of conference formats, global asset allocation main forums, roundtable talks, smart investment forums, and the Pre-A round financing conference of Sinolink YongFu, global asset allocation awards ceremony, media interviews, and family office training to fully analyze assets allocation.
In the roundtable talks, the conference specially invited Wu Fei, Professor of the Shanghai JiaoTong University Advanced Finance Institute, Zhu Haibin, Chief Economist of JP Morgan, Shang Chuang, CFO of Noah Wealth, Andrew Lau, Vice Chairman, Association of Private Bankers in Greater China Region, Sermon Kwan, Senior Advisor, Bank of Singapore, Li Qiang, Managing Director of CICC Wealth Management, Zhang Xudong, General Manager Assistant of China Merchants Bank Shanghai Private Banking, XiaoWei, Vice President of Geshang Wealth, Hua Weida, General Manager of Shanghai Private Banking of Everbright Bank, Li Weiqing, Member of the Standing Committee of China Banking Association Private Banking Professional Committee, Xiang Anda, Founding Partner of Momentum Holdings, Song Yajie, CEO of BU Fortune, Chen Sijie, Assistant President of Western Wealth, Li Xinchen, CEO of Yajiang Investment, He Wendi, Founder and Chief Executive Officer of E Agent. They discussed on the “2018-2020, Wealth Management Market Outlook, Hot Spots, Opportunities and Challenges”, “Private Banking Development in the Future – Product Investment and Research, Service, Talent, Technology, Wealth Heritage, Customer Loyalty”, “Diversified Allocation of Assets”, “Wealth Management Market Transformation, Upgrade Wealth Management Service Ecosystem”, “Experience Sharing for Family Office Managers: Serving Family Members, Shareholders, Managing and Developing Family Businesses, Sharing Examples of Joint Ventures, Co-investment, and Cooperation with Other Families”, and actively interacted with guests. Senior members of the industry jointly explored the latest policies and trends in asset allocation and accompanied by wonderful analysis, the guests were greatly benefited all.
At the same time, “3rd Global Asset Allocation Summit·2018 Smart Investment Forum& the Pre-A Round Financing Conference of Sinolink YongFu” was held on May 17th. At the press conference, Sinolink Yongfu officially announced that he had obtained Pre-A round of financing from Xinjiang Sequoia Fund Management Co. Ltd.
Brand display and enterprise promotion
At this meeting, outstanding companies from home and abroad, such as Phoenix Financial, TianJi Wealth, Youzhao, CS Global Partners, Yunfeng Financial, and Vhall, conducted booth promotion. Many participants have stopped and communicated with exhibitors to promote cooperation.
Domestic and foreign media have reported on this conference. The media presented at the conference include: CCTV Securities, China Capital Watch, Yunzhang Finance, Futures Daily, Wealth Management Magazine, Interface, Tencent, 21st Century Business Herald, etc. The Organizing Committee actively invited industry medias to the scene and conducted an exclusive interview with outstanding companies in the industry to provide more brand exhibition and corporate publicity opportunities for participating companies and guests.
Global Asset Allocation Awards Ceremony
Global Asset Allocation Awards Ceremony, which honors enterprises and individuals who have made outstanding contributions to wealth management and asset management. We set up six awards categories, including “Banking”, “Wealth”, “Asset Management and Investment”, and “High-end Service”, “Family Wealth Inheritance” and “Individual”.
The two-day 3rd Global Asset Allocation Summit 2018 (GAAF2018) has concluded successfully. Paris Zhang, secretary-general of CDMC Finance Research Institute (CFRI), on behalf of the organizers said that she would like to express her sincere gratitude to the chairman of summit, the speakers, sponsors, media representatives and participants for their active participation! Looking forward to seeing you next year!
China Decision Makers Consultancy（CDMC）Group was founded in 2004. CDMC Finance Research Institute (CFRI) is committed to the sustainable development of China and worlds’ finance development through conducting research on difficulty points and hot issues. With a 8-year proven track record, CFRI is studying on payment, internet finance, FinTech, customer finance, supply chain finance, blockchain, situational finance, global asset allocation, non-performance asset investment, ABS, real estate finance, derivatives, wealth management, asset management, etc.
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