FOAHK 2023 Case Competition – Sustainable Portfolio Management: The First Family Office-Focused Case Competition Aiming to Nurture Young Talent in Family Office Ecosystem
Family Office Association Hong Kong (FOAHK) is an independent family office trade association established in November 2020. As a non-profit consultative industry body, FOAHK represents family offices serving ultra-high-net-worth (UHNW) individuals and their families on governance, legislative, and regulatory matters. FOAHK has been dedicated to fostering family office talents, bringing together industry, government, and academia to nurture the next generation of family office executives.
This year, in partnership with Strategic Partner FSDC and supported by FamilyOfficeHK, FOAHK is launching the first family office-focused case competition: FOAHK 2023 Case Competition – Sustainable Portfolio Management, focusing on portfolio management and the growing awareness of Green and Sustainable Finance and promoting talent development in the family office ecosystem.
Through the competition, we aim to allow students to gain insights into, as a Relationship Manager, how a family office plays its role in creating long-term values for clients, how ESG investment can be incorporated into their portfolios, and how sustainability works beyond investment at the corporate level.
Highlights of the Competition
- FOAHK 2023 Summer Internship offer & Investment Bank and Asset Management Firm Summer Internship fast-track opportunities
- Onsite visit opportunities to private banks, investment banks, asset management firms, investment service firms, etc
- Consulting and networking opportunities with industry veterans
- Insights on the family office ecosystem, portfolio management, green and sustainable finance
- Full certificate sponsorship of professional courses
- Enriching prize rewards (Up to 8,000 HKD)
- FOAHK certifications
Event Details
Key Timeline (HKT)
- Exclusive Webinar Via Zoom: 18 February 2023, 10:30 – 11:30 AM
- Round 1
- Registration Deadline: 17 February 2023, 2:00 PM
- Case Release: 19 February 2023, 12:00 PM
- PowerPoint Deck Submission: 26 February 2023, 12:00 PM
- Round 2 (For Shortlisted Teams)
- Case Release: 2 March 2023, 12:00 PM
- PowerPoint Deck Submission: 10 March 2023: 12:00 PM
- Physical or Virtual Presentation: 11 March 2023
Learn more:
Exclusive Webinar Speakers:
- Dr. Mike Hui
- Topic: Sustainable Investment
Founding Vice Chairman of International Chamber of Sustainable Development & Sustainable Finance Advisor of Wisdom Group Holdings
- Mr. Frank Tsui
- Topic: Portfolio Management
Managing Director, Head of ESG Investment, Value Partners Group
Industry Mentors
- Jessica Jones, Managing Director, Head of Asia, PGIM Investments
- Morgan Lau, Portfolio Manager, Fidelity International
- Jacky Leung, Managing Director, Head of Product Management Group, Hong Kong, Bank of Singapore
- Frank Tsui, Managing Director, Head of ESG Investment, Value Partners Group
- Harry Walker, Vice President & Regional Director, Hong Kong, Dimensional Hong Kong Limited
- Kong Wong, CIO & Co-founder, Topaz Family Office
Judging Panel
- Au King-lun, Executive Director, Board Member, FSDC
- Grant Ko, Chair of Education & Research Sub Committee of FOAHK & Chairman of Wisdom Group Holdings
- Carrie Ng, Head of Sustainable Finance, HSBC Hong Kong Commercial Banking
- Seungjoo Ro, Head of ESG Research CLSA, HK
- Sandro Treier, Head of Intermediaries Greater China, Julius Baer
- Brendan Tu, Managing Director, Global Banking & Head of ESG Advisory APAC & Chairman of Industrials Group, Asia, UBS AG
- Freddy Wong, Managing Director & Head of Asia Pacific, Invesco Fixed Income