FOAHK 2024 Case Competition

Alternative Investment Portfolio Management

Supported by
Strategic Partners
Title Sponsor
Background

The FOAHK is an independent family office trade association established in November 2020. As a nonprofit consultative industry body, we represent family offices serving ultra-high-net-worth (UHNW) individuals and their families on governance, legislative, and regulatory matters.

By connecting and facilitating collaboration between family offices, governments, professional parties, and other relevant industry bodies in Hong Kong and overseas, we aim to strengthen Hong Kong as the region’s family office hub, attracting and retaining investment and top talent for the industry.

Since our establishment, the FOAHK has been dedicated to fostering talent development. Through our annual family office case competition, we aim to allow students to develop a better understanding of how family offices operate, how family offices respond to higher regulatory mandates, and explore career opportunities in the family office ecosystem, including private banking, investment banking, asset management, FinTech, etc.

We strive to nurture young talent, new joiners of family offices, and the next generation of family businesses.

Program Information

FOAHK 2024 Case Competition provides an opportunity for students to gain insights into the growing family office industry and the trends in sustainable investment in Asia. Through the case competition, students are able to discover what it takes to work as a relationship manager in a multi-family office.

Who We are Looking for:

Full-time undergraduate students from all majors across the globe are welcome.

Students from different universities within the same region may form a team. However, cross-region teams are not permitted.

Each team must consist of 3-4 students and submit one online registration form before 8 December 2023.

Each team must nominate a team captain who will be responsible for submitting the registration and receiving all competition material.


Competition Highlights

Interview opportunities with 13+ leading asset management and investment firms

On-site visit opportunities to top private banks, investment banks, asset management firms, investment service firms, etc

Networking event with regulators, FOAHK members, and renowned industry professionals

One-on-one consulting opportunity with expert mentors

Exclusive training webinar on the family office ecosystem, portfolio management, and quantitative investing

Full scholarship for professional courses

Certificate and letter of recommendation from the FOAHK

Key Timeline
Exclusive Webinar
9 Dec 2023 10:30-11:30am HKT
Zoom Webinar

Introduction to Quantitative Investing

Dr. Eric Pan
Pandtong Quantitative Research
Chief Investment Officer

Portfolio Management & 2024 Market Outlook

Ms. Jessica Huang
VMS Group
Portfolio Management Specialist, Private Equity Investment

Hong Kong: A Family Office Hub

Ms. Regina Ho
Family Office Association Hong Kong
Coordinator, Education & Research Committee
Round 1
11 Dec 12:00pm - 18 Dec 12:00pm HKT
PowerPoint Deck
Round 2
12 Jan 12:00pm - 26 Jan 12:00pm HKT
PowerPoint Deck & Presentation
Interview Opportunities With:

Case Competition finalists will earn interview opportunities  with 13+ asset management firms:

Wisdom Family Office
Topaz Family Office
Raffles Family Office
Carret Private
Matrixport
Goldhorse Capital
VMS
Avenue
Century City
EG Management Limited
Ever-long Group
And more...
And More...
Mentors & Judges

Judging Panel

Grant Ko
FOAHK & Wisdom Group Holdings
Chair of Education & Research of FOAHK |
Chairman of Wisdom Group Holdings
Neil Tan
FinTech Association Hong Kong
Chairman
Benson Wong
International Private Bank
Managing Director, Head of Client Digital
Sandro Treier
Julius Baer
Head of Intermediaries Greater China
Andrew Lee
Capital Group
Investment Director
Jacky Su
NFTrinity
Investment Director

Industry Mentors

Jennifer Hsieh
Private Wealth Management Association
Executive Director
Tammy Thomas
Pictet
Alternative Investments Specialist
Hongling Rao
CITIC Securities
Managing Director
Jonathan Lin
National Taiwan University  
Andra Capital
Professor | Partner
Stephanie Joeson
Janus Henderson Investors
Director, Intermediary Sales
Sueann Yeo
EQT
Head of APAC PWM Client Relations and
Capital Raising
Wei Hsien Chan
Private Investments
Managing Director
Thank you for your interest. Registration is officially closed.

Contact us

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