The macroeconomic landscape in China and globally has been significantly transformed in recent years. Geopolitical tensions, technological disruptions, evolving regulatory frameworks, and sustainability concerns have added significant complexities to the investment landscape. Understanding these macroeconomic dynamics is crucial if Chinese family office decision-makers, family principals, and investors with exposure in particular markets are to make informed decisions and foster resilient growth for their family wealth and enterprises. How do allocators identify potential investment opportunities and explore effective portfolio diversification strategies to preserve and grow family wealth in a dynamic market environment? What are the best practices of family governance structures and planning for intergenerational wealth transfer? How can philanthropic initiatives and socially responsible investments be integrated to make positive impacts on society? 

Moderator

Zhou Guanfeng

Director of Business and Program Development, Asia, Milken Institute

Speakers

Jason Fong

Global Head of Family Office, Invest HK

Vivian Hao

Managing Director, Private Equity, Investment Management, Sun Hung Kai & Co.

Xinjun Liang

Co-Founder, Fosun; Chair, Liang Family Office

Shunde Tu

Investment Managing Director, HK Ranklink Limited