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4TH GLOBAL ASSET ALLOCATION FOCUS

May 16th-17th, 2019 | Shanghai, China

INVITATION LETTER

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Dear GAAF Colleagues,

It is my pleasure to welcome you to the 4th Global Asset Allocation Focus taking place from May 16th-17th at Shanghai in China.

Given China's rising wealth, global asset allocation is a paramount trend. This exclusive forum features insights from top global decision makers in the industry, who will explore both emerging and predicted trends within the asset allocation industry landscape, providing a platform for conversation, benchmarking, networking and debate. The program will focus on the following fundamental issues: 1. Global Macro Environment and New layout of Asset Allocation 2. Looking for Opportunities in China Under Global Asset Reallocation 3. CRS and Compliance in Asian Wealth Management 4. Family Trust of Wealth Inheritance 5. Development Trends of Alternative Investment in Asia-Pacific and China- Hedge Funds, Private Equity and Venture Capital 6. How Can Private Banks Access the UNHW 7. What's Next for Digital in Wealth 8. Trends and Application Cases of Investment & Wealth Management Tech

We are expecting over 600 senior attendees, including 50 speakers from the world's leading organizations. These include domestic and foreign private banks, independent wealth managers, asset management companies, family offices, trusts, funds, insurance companies, law firms, accounting firms, study abroad consultants, property firms and top technology providers, etc.

I sincerely invite you to attend GAAF 2019 for what will be the most rewarding and compelling event.

Paris Cheung
Secretary General of CDMC Finance Research Institute (CFRI)

ConferenceHighlights

TICKETS

  • Normal Ticket

    900$

    此报名仅限财富管理公司、家族办公室、私人银行(需通过主办方审核)

    售票时间:2018.7.1-10.14
    优惠票价信息
  • Two-day conference

    Lunch

    Coffee break

    Documentation package

    Simultaneous Interpretation

    Workshop

  • VIP Ticket

    1,000$

    此报名仅限财富管理公司、家族办公室、私人银行(需通过主办方审核)

    售票时间:2018.7.1-10.14
    优惠票价信息
  • Two-day Conference

    Speed Networking

    Lunch

    Coffee break

    Documentation package

    Simultaneous Interpretation

    Workshop

  • CEO Closed-door Meeting

    2,000$

    火热招商

    售票时间:2018.7.1-10.14
  • CEO closed-door Meeting

    Participant Rights included in VIP TICKET

  • TO BE SPONSORS

    Contact us for details

    火热招商

     
  • Engage with 1500+ participants

    Meet with senior decision makers from startups to global multinational corporations

    Form new partnerships with companies offering complementary technology and services.

    Enhance brand awareness

    Apply for awards

ACTIVITY ARRANGEMENTS

  • December To March

    Award Nomination and Selection

  • December

    GAAF2019 Expert Advisory Meeting (20 People)

  • March

    GAAF2019 Pre-conference Seminar (20 People)

May 15th (Wed.)

Evening

Welcome cocktail party

May 16th (Thur.)

AM

Plenary: Global Insights for a China Focus
Speed Networking(VIP)

PM

Wealth Management and Investment Strategy Foru

PM

Workshop
CEO Closed-door Meeting(15 people)

Evening

Global Asset Allocation Awards Ceremon

May 17th (Fri.)

AM

Private Bank Forum

AM

Speed Networking(VIP)

PM

•Smart Investment & Wealth Management & Digitalization of Private Bank

Post-conference Activitie:May Investigation trip(HongKong)

同期举行:媒体发布日、媒体专访、媒体采访

会议日程即将更新……

KEY TOPICS

  • 01
    The Global Macro Environment and New Asset Allocation
  • 02
    Landscape in 2019
  • 03
    Looking for Opportunities in China Under Global Asset Reallocation
  • 04
    Compliance in Asian Wealth Management
  • 05
    How to Optimize Asset Allocation and Plan Global Wealth in the CRS Era
  • 06
    Exploring New Trends, Opportunities and Challenges in Global Asset Allocation
  • 07
    Family Trust of Wealth Inheritance
  • 08
    Development Trends of Alternative Investment in Asia-Pacific and China: Hedge Funds, Private Equity and Venture Capital
  • 09
    How Can Private Banks Access the UNHW?
  • 10
    The Frontiers and Practice of the Private Wealth Market
  • 11
    What’s next for digital in wealth?
  • 12
    How AI Enters the Age of Big Capital Management
  • 13
    Trends and Application Cases of Investment & Wealth Management Tech

EVENT HIGHLIGHTS

Prospect

  • 50+ keynote speeches from industry throught leaders

  • 8+ brainstorming discussions about industry development

  • Closed-door high-level business networking meetings

  • Wall of Fame featuring quotes from industry experts

  • 20+ workshops with in-depth discussions

Bussiness

  • 600 targeted guests, who together represent the entire industry ecosystem

  • Efficiency: Speed networking sessions allow you to meet many high quality business contacts in a short period of time

Brand

  • Comprehensive media exposure for your brand with our 50+ media partners who will be present before, during and after the conference

  • The award ceremony recognizes leading businesses in the field and shows outstanding business models relevant to the entire industry

Award Ceremony

The Global Asset Allocation Awards Ceremony honors enterprises and individuals who have made outstanding contributions to wealth management and asset management, and encourages organizations that grow rapidly and have great potential to be industry leaders.
Since establishment, it has recognized hundreds of notable enterprises in the industry and and gained a fine reputation. By recognizing outstanding achievements in the industry, the Awards will continue to stimulate innovation and leadership among industry participants.

    Global Asset Allocation Category:
  • Global Asset Allocation Industry Brand Organization
  • Global Asset Allocation Product Innovation Award
  • Best Global Asset Allocation Customer Service Award
  • Best Global Asset Allocation Risk Management Award
  • Global Asset Allocation Alternative Investment Leadership Award
  • Global Asset Allocation Excellent Contribution Award
  •  

    Private Bank Category:
  • Private Bank Industry Model Award
  • Best Private Bank Asset Management Award
  • Best Private Bank Customer Service Award
  • Best Private Bank UNHW Customer Service Award
  • Private Bank Product Innovation Model Award
  • High-potential Private Banking Award
  • Internationalization Wealth Management Bank Leadership Award
  • China Private Bank Leading Figure Award
    Independent Wealth Category:
  • Independent Wealth Industry Leadership Award
  • Independent Wealth Product Innovation Award
  • Independent Wealth Risk Management Leadership Award
  • Independent Wealth Aggressive Award
  • Independent Wealth Customer Service Award
  • Independent Wealth Pioneer Award
    Wealth Management Comprehensice Caterogy:
  • Wealth Management Products Innovation Award
  • Best Growth Value Wealth Management Award
  • Wealth Management Excellet Financial Services Award
  • Wealth Management Influences Brand Award
  • Wealth Management Risk Management Demonstration Award
  • Private Wealth Management Outstanding Contribution Award
    FinTech Category:
  • Robo-adviser Model Award
  • Private Bank Digital Model Award
  • Welth Tech Innovation Leadership Award
  • Wealth Management Technology Service Brand Award
  • Smart wealth management platform Award
  • Intelligent Asset Management BreakThrough Award
    Family Office:
  • Family Office Business Model Innovation Award
  • Most Trusted Family Office
  • Family Office Outstanding Achievement Award
  • Best Family Trust Product Award
  • Best Family Inheritance Service Award

AWARDS PROCESS:

DATE CONTENT
Before Mar. 15th Registration and recruitment Complete the award application form and send it back to the Organizing Committee.
Mar. 18th - Apr. 22th Information arrangement The Organizing Committee organizes all the registration materials of awards applicants.
Apr. 25th - May 15th Awards selection stage Expert selection | GAAF2019 expert advisory panel, partners, speakers and media shall be jointly composed of experts and consultants WeChat voting | in the selection stage, enterprises and individuals will vote, and the Organizing Committee will count the final votes Data sources | McKinsey, Scorpio Partnership, CB Insights, UBS, Deloitte, BCG
May 16th Global Asset Allocation Awards Ceremony

*You may get more information from the organizing committee.

Register Awards

大会资讯

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更多新闻资讯点击这里

大会亮点

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SPEAKERS IN GAAF SERIES

  • Darren N. Buckley

    Country Business Manager China

    Citibank

  • Andrew Lau

    Executive Director

    Greater China Private Banking, Credit Suisse

  • Gui Zefa

    Vice president of Private Banking Department

    Bank of Communications

  • Wang Haobo

    General Manager of Private Banking Department

    China Merchants Bank Shanghai Branch

  • Joanne Murphy

    Managing Director,Asia Pacific

    CAIA Association

  • Xia Chun

    Executive director,chief research officer

    Noah Holdings

  • Yu Jun

    Family Office CEO

    Hang Tang Family Office

  • William Xin

    Executive Partner

    Spring Mountain PJ Capital

  • Ren Jie

    Co-President

    Tang Wealth

  • Eva Law

    President

    Asian family office association

  • Wu Jiafu

    Chairman

    MOOM GROUP

  • John Qu

    Senior Partner

    McKinsey

  • Max Xu

    Head of Retail Bank & Distribution, Global Consumer Banking

    Citibank (China) Co., Ltd.

  • Huang Hua

    Private banking

    Ping An Bank

  • James Wang

    VP

    UOB

    • Apeiron International
    • Ayaltis
    • Blackhawk Partners
    • IFAST
    • IG Group
    • Lauders Group
    • Lazard
    • P&L
    • Phihong Holdings
    • Pioneer Investments Management USA
    • The SILC Group
    • Vontobel bank
    • Allianz Global Investors
    • Aspire Lifestyles
    • Austar
    • BC capital
    • Beijing wealth Management
    • Industry Association
    • Beijing HNA Financial Holding Co., Ltd.
    • Beijing Jiujia Wealth Investment Management Co., Ltd.
    • Beijing Bank
    • BlackRock Investment
    • BCG
    • Suntime
    • Genesis Outbound Group
    • Value Found Ine.
    • Deloitte
    • Deutsche Bank
    • Deyu Family Office
    • DianRong
    • TEAM-TOP Investment
    • CREDPERITE
    • Donglin Family Office
    • FOSUN PROPERTY
    • Gaosheng Wealth
    • Goldman Sachs Asset Management
    • ICBC
    • GYB
    • HYP
    • HANYA CAPITAL
    • STARS WEALTH
    • LIHE investment
    • Henry Global
    • Han World Family Office
    • Hang Tang Wealth
    • HARNEYS
    • Benefit China Asset Management
    • SINO-Australian International Trust
    • HSBC private bank
    • Construction Bank
    • BANK of COMMUNICATIONS
    • Magnate
    • BIUESOURCE capital
    • Bank of LANGFANG
    • Longyi Group
    • Bank of America
    • Minsheng Wealth
    • J.P. Morgan Asset Management
    • Ningbo Lanying Family Wealth
    • Bank of Ningbo
    • NOAH
    • Ping An Bank
    • QWOS
    • TSINGHUA PBCSF
    • Global Policy Institute
    • Sharp Link
    • Bank of Ruifeng
    • IfFP
    • 1291 Group Switzerland
    • Credit Suisse AG
    • Griffin Plutus Family Office
    • RuiYuan Group
    • Shanghai Municipal Investment (Group) Corporation
    • Shanghai International Financial Research Institute
    • Shanghai Institute of Technology and Finance
    • Shanghai Pudong Development Bank
    • Shenzhen Qianhai Air and Shipping Exchange
    • Tianhong Fund
    • TRC BANK
    • Tianjin Free Trade Zone
    • Tongji University
    • Wailian Group
    • Global Finance Holding
    • Galaxy Treasure Financial
    • Group Holdings Limited
    • Industrial Bank
    • Industrial Securities
    • Asian Private Banker
    • YangJian CaiFu
    • CreditEase
    • Yinfeng Capital Holding Group
    • AIA
    • YUWO Capital
    • Standard Chartered Bank
    • China Merchants Bank
    • ZhenRo Group
    • China Securities Regulatory Commission
    • Zhongda Futures
    • ICBC
    • CICC
    • CCB
    • Bank of China
    • China Control Investment
    • Management(Beijing) Co.,LTD.
    • ZRT
    • VISINO
    • CITIC Futures

    PRATNERS

    PRICING

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    $50/Month

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    CONTACT US

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    Strategic Cooperation

    Paris ZHANG
    +86 150 0060 0297
    +86 21 6840 7631*8106
    pariszh@cdmc.org.cn

    Sponsor Opportunity

    Leemi Lee
    +86 189 1779 3792
    +86 21 6840 7631*8074
    leemil@cdmc.org.cn

    Marketing Opportunity

    Ace SHEN
    +86 173 1739 2107
    +86 21 6840 7631*8204
    acesh@cdmc.org.cn

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    About Us

    • China Decision Makers Consultancy (CDMC Group), founded in 2004, has become the top brand of Asian international meetings after 14-year-long striving. With a group of more than 100 multinational talents, CDMC has created 7 industry clusters and more than 50 industry conference brands of international inuence, covering energy resources, environmental protection and infrastructure construction, transportation and logistics, nancial investment, high-end consumption and medicines and food. Every year, CDMC hosts over 30 high-end international conferences, more than 30 industry trainings and nearly 20 domestic and overseas business investigations in China, Japan, India, Singapore, Vietnam and Indonesia.

    • CDMC Finance Research Institute (CFRI) is committed to the sustainable development of China and world's nance development through conducting research on 5000+ key nance companies. With a 8-year proven track record in nance events, such as payment, online lending,consumer nance, supply chain nance, block chain, Ai, Fintech, InsurTech, situational nance, wealth management, asset m anagement, non-performance asset management, ABS, forex, nancial derivatives, CFRI has gained deep trust from government, nancial industry associations, industry experts, and media partners.

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