Annual Forum 2023: Family Office 3.0 Shaping the Future

  • 12 October 2023
  • 2:00pm - 7:00pm

About The Event

In the next 30 years, Asia stands on the cusp of a historic wealth transformation, with trillions poised to change hands. This seismic event is anticipated to revolutionize wealth management and send shockwaves through the global economy.

As a flagship event of Raffles Family Office, the leading multi-family office in the region, The 2023 Annual Forum is titled Family Office 3.0, where experts in the field gather together and discuss the implications of the massive wealth transfer:

Raffles Family Office’s Annual Forum welcomes wealth managers, private investors, and family offices. The event aims to serve as a platform for the area’s vanguard to navigate this significant shift, offering an opportunity to gain crucial insights, handle market volatility, and formulate wealth accumulation strategies in this transformative era for the global economy.

Event Agenda

12 OCT 2023 | THURSDAY 2PM-7PM

14:30 – 14:10

HKEX CONNECT HALL
1/F, One and Two Exchange Square, 8 Connaught Place, Central, Hong Kong

14:35

WELCOME REMARKS

Mr. Chi Man Kwan Group CEO & Co-founder, Raffles Family Office

Mr. Paul Chan GBM, GBS, MH, JP, Financial Secretary of the Government of the HKSAR

Mr. Nicolas Aguzin Chief Executive Officer, HKEX

15:10

FIRESIDE CHAT: HAS THE GAME CHANGED?

The panel explores geopolitical shifts, financial stability, and Hong Kong’s strategic role in Asia-Pacific diversification

MODERATOR
Ms. Yvonne Chan Moderator, Senior Journalist, Former CNA Anchor

SPEAKER
Mr. Joseph Yam Chi-Kwong CBM, CBS, CBE, JP
Non-Official Member of the Executive Council of the Government of the HKSAR

15:45

FIRESIDE CHAT:
REAL ESTATE MEGATRENDS
– RISKS AND OPPORTUNITIES

Uncover actionable insights for leveraging tailwinds in APAC’s real estate market for a balanced multi-asset portfolio

MODERATOR
Ms. Yvonne Chan Moderator, Senior Journalist, Former CNA Anchor

SPEAKER
Dr. Joe Kwan Managing Partner, Raffles Family Office
Mr. Rob Speyer Chief Executive Officer, Tishman Speyer

16:25

PANEL: REBALANCING PORTFOLIO IN THE ERA OF GLOBAL RECOVERY AND STRUCTURAL SHIFTS

Examine optimal asset allocation and emerging opportunities to calibrate risk and return in today’s volatile market

MODERATOR 
Mr. Peter Stein CEO and Managing Director, PWMA

SPEAKER
Mr. William Chow Deputy Group CEO, Raffles Family Office
Ms. Helen Zhu Managing Director and CIO, NF Trinity
Mr. Edmond Lau Senior Investment Director, Far East Consortium International Ltd.

16:40

KEYNOTE SPEECH: THE FUTURE OF PRIVATE WEALTH IN DIGITAL ASSETS

Uncover the transformative impact of digital assets on the future landscape of private wealth

SPEAKER 
Mr. Ray Tam Chief Executive Officer, Revo Digital Family Office

17:15

PANEL: NAVIGATING THE EVOLVING DIGITAL ASSETS LANDSCAPE

Delve into best practices and strategies for integrating digital assets into family office portfolios amid regulatory shifts

MODERATOR
Ms. Zann Kwan Managing Partner & CIO, Revo Digital Family Office

SPEAKER
Mr. John O’Loghlen Managing Director – APAC, Coinbase

17:50

FIRESIDE CHAT: BALANCING ACT: SUSTAINABILITY AND GROWTH

Discover the nuanced strategies underpinning the longevity of Asian and Middle Eastern family enterprises

MODERATOR
Ms. Yvonne Chan Moderator, Senior Journalist, Former CNA Anchor

SPEAKER
Mr. Chi Man Kwan Group CEO & Co-founder, Raffles Family Office
Mr. Fahad Kanoo Chief Executive Officer, The Kanoo Group
Mr. Hesham K Nass Country Manager, The Kanoo Group

18:00 – 19:00

CLOSING REMARK
Mr. Kendrick Lee Managing Partner & Co-founder, Raffles Family Office
COCKTAIL RECEPTION
Speakersin alphabetical order
Nicolas AGUZIN
Chief Executive Officer, HKEX
William CHOW
Deputy Group CEO, Raffles Family Office
The Honorable Paul CHAN Mo-po, GBM, GBS, MH, JP
Financial Secretary, Hong Kong Special Administrative Region
Fahad KANOO
Chief Executive Officer, The Kanoo Group
Joe KWAN
Managing Partner, Raffles Family Office
Chi Man KWAN
Group CEO & Co-founder, Raffles Family Office
Zann KWAN
Managing Partner & CIO, Revo Digital Family Office
Edmond LAU
Senior Investment Director, Far East Consortium International Limited
Kendrick LEE
Managing Partner & Co-Founder, Raffles Family Office
Hesham K NASS
Country Manager, The Kanoo Group
John O’Loghlen
Managing Director, APAC, Coinbase
Rob SPEYER
Chief Executive Officer, Tishman Speyer
Peter STEIN
CEO and Managing Director, PWMA
Ray TAM
Chief Executive Officer, Revo Digital Family Office
The Honorable Joseph YAM Chi-Kwong, GBM, GBS, JP
Non-Official Member of the Executive Council of the Government Hong Kong Special Administrative Region
Helen ZHU
Managing Director and CIO, NF Trinity
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