Wealth Transformation: Shaping Investment Strategies and Future Talent in Family Offices

We are excited to announce our partnership with HKUST Business School MSc in Family Office and Family Business program to co-host the highly anticipated Family Office Seminar. In today's fast-paced and ever-changing environment, marked by ongoing economic fluctuations and geopolitical shifts, the ability to adapt and demonstrate resilience has become essential for successful investment strategies. 

Our keynote speaker, Dr. Joe Qiao, Adjunct Assistant Professor of Finance at HKUST and a seasoned Chief Investment Officer in a single family office, will lead the discussion with a compelling presentation titled “From $1,000 to $1 Billion: How Wealth Changes the Way We Invest.” Dr. Qiao will explore the transformative journey of wealth accumulation, providing valuable insights into how different levels of wealth shape investment decisions and strategies. 

Following Dr. Qiao's enlightening talk, we will host a dynamic panel discussion featuring an esteemed group of leaders from the family office sector. This engaging session will focus on “Developing Talent for the Next Generation of Family Offices,” addressing the current market needs and effective strategies for nurturing talent within family offices. 

Join us for this enriching experience, where industry experts will share their knowledge and foster discussions that pave the way for future success in family office industry.

Remarks:

Registration Policies

• Registration is compulsory for all attendees, and no walk-in participants will be permitted to ensure proper event management and capacity control.
  
  

Attendance and Certification

• Only individuals who are officially registered are allowed to stay and participate in the event, ensuring a controlled and professional environment.
• To qualify for Continuing Professional Training (CPT) or Professional Learning Program (PL) hours or RBV CPD hour, all participants must attend the event in its entirety. Following the event, Society staff will verify each participant’s check-in and check-out times with the registration system to issue CPT Attendance Letters. No pro-rata credit hours will be awarded for partial attendance, maintaining the integrity of the certification process.
• Requests for attendance letters will not be processed after the event date and the registration deadline.
  
  

Other Details and Policies

• The event will be conducted exclusively in English. 
• For the purpose of attendance tracking, participants’ names and company names (if provided) may be shared with the event speaker.
• Should there be any changes to the event date(s), venue, or other arrangements due to unforeseen circumstances, participants will be notified via SMS and/or email. Additionally, notices will be posted on the Society’s website, and participants are encouraged to stay vigilant and check these channels for updates.
• Participants are personally responsible for safeguarding their belongings throughout the event, as CFA Society Hong Kong will not be held liable for any loss, theft, or damage to personal items.
• Individuals experiencing discomfort, flu-like symptoms, or any health concerns are kindly requested to refrain from participating in the event to prioritize the well-being of all attendees.
•  In the event of any dispute arising from the event, the decision made by CFA Society Hong Kong shall be considered final and binding to ensure consistency and fairness.
• The event organizers reserve the right to alter the format, date, or other aspects of the event due to unforeseen circumstances, such as weather or logistical issues, without providing prior notice. 

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here. 
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

• The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
• In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.