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
Participant Exclusive Webinar
9 Dec 10:30-11:30am HKT
Zoom
Dr. Eric Pan
Pandtong Quantitative Research
Chief Investment Officer
Ms. Jessica Huang
VMS Group
Portfolio Management Specialist, Private Equity Investment
Round 1
11 Dec 12:00pm - 18 Dec 12:00pm HKT
Round 2
12 Jan 12:00pm - 26 Jan 12:00pm HKT
PPT Presentation
Interview Opportunities With:
Mentors & Judges
Hongling Rao
CITIC Securities
Managing Director
Industry Mentor
Jennifer Hsieh
Private Wealth Management Association
Executive Director
Industry Mentor
Stephanie Joeson
Janus Henderson Investors
Director, Intermediary Sales
Industry Mentor
Sueann Yeo
EQT
Head of APAC PWM Client Relations and Capital Raising
Industry Mentor
Wei Hsien Chan
Private Investments
Managing Director
Industry Mentor
Tammy Thomas
Pictet
Alternative Investments Specialist
Industry Mentor
Andrew Lee
Capital Group
Investment Director
Judging Panel
Benson Wong
International Private Bank
Managing Director, Head of Client Digital
Judging Panel
Jacky Su
NFTrinity
Investment Director
Judging Panel
Mr. Grant Ko
Wisdom Group Holdings
FOAHK Education & Research Chair
Judging Panel
Mr. Sandro Treier
Julius Baer
Head of Intermediaries Greater China
Judging Panel
Neil Tan
FinTech Association Hong Kong
Chairman
Judging Panel
Thank you for your interest. Registration is officially closed.

Still have questions?