Pensions & Investments’ Post

Had the privilege of meeting Kelvin Lee and Adrian Koh from Alta Exchange recently and WOW, what an experience! 🌟 Kelvin, an ex-JP Morgan banker who's traded in the corporate ladder for a mission that hits closer to home, is all about making those elusive investments accessible to folks like us. Yes, talking about those gems 💎 - rare whiskey, fine wine, and even stakes in private companies like SpaceX and Income Insurance Limited that usually only the big guns in private banking get a shot at. 🌈It's no secret that most of us, the mass affluent and retail investors, often find these opportunities out of reach, or by the time they get to us, the prices are sky-high with the premium already factored in. Kelvin and his team at Alta Exchange are changing the game, bridging this gap so we can invest in brands and companies we've grown up admiring. 🚀Our chat was nothing short of inspiring. Kelvin walked me through his journey from his days in investment banking to taking the road less traveled by starting Alta Exchange. With a vibrant team of 80, mainly young, dynamic individuals, the energy in their office was palpable from the moment I walked in. I also bumped into a good old friend, Tan Shin Jie I had met back in Taiwan, which was a delightful surprise! Kelvin's outlook on challenges as opportunities and his strong belief in his team's mission left a lasting impression on me. 👫What struck me most was the absence of that typical 'investment banker' vibe. Our conversation was as relaxed and genuine as a catch-up with an old friend, a testament to Kelvin's approachability and his knack for making complex investment concepts accessible to all. ☕️ A huge thank you to Kelvin, Adrian and the Alta Exchange team for their hospitality and for shedding light on the world of alternative investments. For anyone keen to explore more about what they do, be sure to follow their socials and check out their website at https://alta.exchange #AlternativeInvestments #AltaExchange #EmpoweringInvestors #FinancialInclusion Junxian Lee Jia Xuan Chua GoodWhale - Investing Simplified

David Stiepleman, Co-President of Sixth Street, recently addressed key trends in the private capital industry during his keynote at the International Bar Association's conference. Three things from his talk stood out: 1️⃣ Growth & Strategy: Stiepleman discussed Sixth Street's proactive approach in managing $75 billion AUM by focusing on diverse, dynamic investment themes across global markets. 2️⃣ Market Resilience: He emphasized the industry’s evolution and Sixth Street's role in navigating current geopolitical and regulatory challenges, ensuring robust growth and resilience. 3️⃣ Future Outlook: Stiepleman highlighted the firm's strategic planning in response to changing market conditions, emphasizing the importance of innovation and adaptability in sustaining long-term growth. Sixth Street’s forward-thinking approach and commitment to leading through changing times is something to keep an eye on. Read the full transcript of Stiepleman’s keynote here: https://lnkd.in/gjH2_ZmS #PrivateCapital #MarketInsights #Innovation

David Stiepleman, Co-President of Sixth Street, recently addressed key trends in the private capital industry during his keynote at the International Bar Association's conference. Three things from his talk stood out: 1️⃣ Growth & Strategy: Stiepleman discussed Sixth Street's proactive approach in managing $75 billion AUM by focusing on diverse, dynamic investment themes across global markets. 2️⃣ Market Resilience: He emphasized the industry’s evolution and Sixth Street's role in navigating current geopolitical and regulatory challenges, ensuring robust growth and resilience. 3️⃣ Future Outlook: Stiepleman highlighted the firm's strategic planning in response to changing market conditions, emphasizing the importance of innovation and adaptability in sustaining long-term growth. Sixth Street’s forward-thinking approach and commitment to leading through changing times is something to keep an eye on. Read the full transcript of Stiepleman’s keynote here: https://lnkd.in/gYigbzdg #PrivateCapital #MarketInsights #Innovation

#FamilyOfficeHK pleased to be invited to participate in a Bloomberg symposium called, “China Bonds in Growing Asset Management and Family Office sector,” on February 29 in Hong Kong. The symposium was designed for family offices, wealth management and asset management professionals. The event’s purpose was to explore the opportunities and challenges that investment into the Chinese bond market brings to Hong Kong investors, as well as the advantages of the cross-border programme in the current investment environment. Brendon W., Deputy Head of FamilyOfficeHK, spoke on a panel that focused on the advantages of setting up a family office in Hong Kong and the overall Chinese bond market. He believes that Hong Kong, as an international financial center and a gateway to mainland China, provides unique opportunities for the family office and asset management industry. Brendon mentioned that the Hong Kong government has launched a series of new policies to attract global family offices and asset owners. Among them, the new Capital Investor Entry Programme (CIES) is one of the key eight policy measures to develop Hong Kong’s family office industry that was outlined in the Policy Statement on Developing Family Office Businesses in Hong Kong, which was released last year. The newly revamped CIES aims to attract talent and wealthy families from across the globe. Bloomberg’s symposium provided participants with a platform for interaction and learning for family office professionals and bond investors. FamilyOfficeHK looks forward to working with Bloomberg and Bond Connect Company Limited (BCCL) more in the future to promote Hong Kong as a leading hub for family offices and asset owners. #FamilyOfficeHK #Bloomberg #ChinaBonds #AssetManagement

The Hong Kong Academy of Finance (AoF) presents the latest installment of its #DistinguishedSpeakersSeries featuring Jenny Johnson, President and CEO of Franklin Templeton, on 5 March.   Moderated by Howard Lee, Deputy Chief Executive of the HKMA, this fireside chat and Q&As session will delve into topics of digitalisation, innovation, and the future of asset management.   Register here to join the webinar: https://lnkd.in/gyjMfR3e   #Finance #CentralBanks #PolicyMakers

Janus Henderson Investors’s goal is to boost assets under management in Asia to US$50 billion in the next five years, from about US$30 billion last year and Hong Kong will play a key role in its Asian expansion. Last week, Janus Henderson held its first summit in Hong Kong to promote stock and bond investments. The HKSAR government launched the Capital Investment Entrant Scheme #CIES on March 1, commonly known as the investment-migration scheme, offering a faster route to residency for people who invest at least HK$30 million (US$3.84 million) in stocks, bonds or other assets, excluding residential property. Andrew Hendry, head of Asia distribution at Janus Henderson Investors, said the investment migration scheme was a great initiative. “The scheme will bring fresh flow of long-term sticky money into Hong Kong.” #assetmanagement #wealthmanagement

Our Morning Panel at the Australian Investment Summit just got even better! We're delighted to welcome Ritchie Balmer, CFA to our already stellar lineup. Join us on July 10th at the London Stock Exchange as Ritchie Balmer shares their invaluable insights on Navigating the Future of Global Trade & Capital Markets, alongside our esteemed panelists: Tom Attenborough, Michael Dawes and Jack Colreavy, CFA. Don’t miss this chance to gain knowledge from some of the industry’s top minds and connect with fellow professionals! #AustralianInvestmentSummit #NewSpeaker #MorningPanel #GlobalTrade #CapitalMarkets #Networking #BusinessGrowth #AIS

Some great moments with wonderful colleagues in Toronto last week. It was excellent to hear from our WIO (Wealth Investment Office) colleagues sharing their investment philosophy concepts and discussing how they construct their equity and fixed income models to be both strategic and tactical, ensuring repeatable outcomes in evolving market conditions. #tdwealth #wealthinvestmentoffice #tdprivateinvestmentadvice Nora Boghossian Matt Orr Dimitrios Zervogiannis Richard Nguyen

Before coming to Avidian, Shaheen Ladhani spent 13 years as an investment advisor at Goldman Sachs, managing portfolios for private clients, endowments, and foundations. So, what was it about Avidian’s products and services that drew him here? Hear from Jim Atkinson and Shaheen as they discuss in more detail. Find the full video linked in the comments.

Value Partners founder Cheah Cheng Hye plans to give up his co-chairman role as GF Securities Co. reshuffles the senior ranks at the Hong Kong asset manager after becoming the biggest shareholder a year ago. Cheah, who co-founded the firm in 1993, has recently notified select senior members of the boutique fund manager of his decision. This came after Guangzhou-based GF Securities last month appointed its own executive directors in a board revamp, replacing Louis So, who also plans to leave after more than a decade at the firm. The moves are planned for January next year. Chinese brokerages, including Citic Securities Co. and Haitong Securities Co., have been tightening control over their Hong Kong operations as they aim to expand beyond their domestic market and mitigate risks-taking. The increased scrutiny has introduced hurdles to decision-making, while pay disparities between staff in Hong Kong and China have caused friction and prompted departures. #china #valuepartners #peoplemoves #hk #chinatightening #chinesebrokerages