Client Forum – Modern Investment Dynamics: From Trends to Technology

We are excited to invite you to our upcoming Client Forum, now under CWAN, which promises a broader horizon and deeper bench of expertise.

In this session, we will explore contemporary investment dynamics. We have observed an increase in allocations to APAC managers, which has generated heightened interest in how CWAN can enhance operational efficiency, reporting, risk management, and portfolio management. Our panel will address the challenges and opportunities, as well as how CWAN’s integrated platform can assist you in navigating this emerging trend.

Key Topics:

• Examination of current market trends and investor preferences.
• Exploration of the trends and preferences related to commingled funds and Separately Managed Accounts (SMAs).
• A discussion on marketing strategies, positioning, and branding for both types of investment vehicles.
• An analysis of how allocators evaluate risk within portfolios.
• An overview of how CWAN’s platform serves as the technological foundation for managers seeking to raise capital through various structures.

Panelists:

• Pascal Guttieres, Founding Partner and Chief Investment Officer, Viridian Asset Management
• Michael Garrow, CIO and Co-founder, HS Group
• Bob Feng, Managing Director, Head of Sales APAC, CWAN

Moderator:

Christy Lai, Executive Director, Regional Lead – APAC, CWAN

Event Details:

2 December 2025 (Tuesday)

4PM – 6:30PM HKT

Agenda:

4pm –4:30pm: Registration and Networking

4:30pm –5:30pm: Panel Discussion

5:30pm –6:30pm: Annual Cocktail Reception and Networking

Location:

Eaton Club

5/F, Champion Tower, 3 Garden Road,

Central, Hong Kong