Key benefits of attending
Game-changing insights
Explore practical solutions for compliance, fees, tech adoption and portfolio design.
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Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
Peer-to-peer networking
Connect with fellow industry leaders to exchange strategies and challenges.
Speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Albert Yang
Managing Director and the Head of the Alternative Investments Group, J.P. Morgan Private Bank in Asia
Meet the rest of the speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Christina Au-Yeung
Head of Investment Management Services, Morgan Stanley Private Wealth Management Asia
Christina Au-Yeung is Head of Investment Management Services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, marketing and distribution of managed solutions and advisory portfolio services.
Prior to joining Morgan Stanley PWM Asia in 2018, Christina was a Vice President at Bank J. Safra Sarasin Ltd, Hong Kong. Christina started her career as a Marketing Executive at Tiburon Partners LLP, London.
Christina read Anthropology and Law at the London School of Economics and Political Science, United Kingdom.
Meet the rest of the speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Lily Chan
Head of Asia Alternative Capital Markets Group, Goldman Sachs
Lily is head of Alternatives for Wealth and head of Alternative Capital Markets for Asia Pacific at Goldman Sachs. In her role, she oversees Asia Pacific alternative platforms and alternative product strategy across wealth client businesses. Lily works with leadership across the Client Solutions Group in Asia Pacific to drive the growth of Goldman Sachs' alternative investing platform with individual investors across the region. She joined the firm in 2012 as an associate in Alternative Capital Markets team in Hong Kong and was named managing director in 2017.
Prior to joining Goldman Sachs, Lily worked at Credit Suisse Asset Management, Archer Asia and KBC Asia fund of funds where her responsibilities included portfolio management, manager selection, investment due diligence and hedge fund advisory services.
Lily earned a Bachelor of Commerce in Accounting from the University of Queensland in Australia
Meet the rest of the speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Mathieu Forcioli
Global Head and Asia-Pacific Head of Alternatives Wealth and Premier Solutions, HSBC International Wealth and Premier Banking
Meet the rest of the speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
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Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Connie Sin
Head of Managed Investments for Nomura International Wealth Management
Meet the rest of the speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
John Cheng
Managing Director, Head of Managed Solutions, LGT Private Banking
Meet the rest of the speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
William Fong
Head Alternatives Specialists Asia & Middle East, Julius Baer
William (Bill) Fong serves as Head of Alternatives Specialists Asia & Middle East at Julius Baer. Prior to joining the Bank in 2013, he was a Partner at Investor Growth Capital, a subsidiary of Investor AB, where he gained extensive experience in private equity. Earlier in his career, Bill held positions as Investment Manager at Lazard Asia, focusing on buyouts, and as Senior Associate at Buchalter, a California-based law firm, specialising in private credit and creditor rights.
Bill holds a Juris Doctor (J.D.) and Master of Business Administration from the University of Southern California, as well as a Bachelor of Arts in Computer Science from Columbia University.
Meet the rest of the speakers
Opening Panel Theme: Recalibrating the Portfolio Paradigm: Liquidity, Resilience, and Holistic Allocation
Private markets are increasingly becoming cornerstone holdings for clients, enhancing diversification and providing access to compelling growth opportunities unavailable in public markets.
The growth of evergreen funds has broadened access to a wider range of investors in this space and enhanced advisers’ toolkits. However, recent liquidity challenges within private credit funds have highlighted the long-term approach required to effectively tap into the potential of private markets.
How are advisers incorporating private markets into client portfolios—including through discretionary mandates—and ensuring resilience amid an uncertain global macroeconomic backdrop? How are they managing client perceptions and liquidity requirements?
As an increasing number of investment houses expand into alternatives, how do private client managers balance providing access to established fund managers with unearthing niche opportunities outside the mainstream to differentiate themselves?
Closing Panel Theme: Harnessing Secular Tailwinds: The AI-Energy Nexus, Space Infrastructure, and Real Asset Metamorphosis
Artificial intelligence and the burgeoning space economy are driving generational shifts, offering unparalleled investment opportunities unique to private markets.
The sheer scale of compute and the surging energy demands of AI are fuelling innovation in clean energy and smart grid technology to support data centres' immense power requirements.
How can investors tap into this theme and find long-term winners while avoiding speculative names at stretched valuations? Where are fund selectors finding opportunities in the wider AI ecosystem as demand for the technology soars? Which strategies are they backing to capitalize on the expanding orbital economy and the accelerating demand for space tech? Where are selectors finding compelling opportunities, whether in traditional drawdown strategies or direct investments?
Presentations
Presentations
EQT
Private Equity and Infrastructure: Evergreen Strategies for the Next Market Cycle
Speakers
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Representatives
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Private markets are no longer a single allocation decision; they're a set of complementary building blocks. This workshop examines three strategies that anchor a modern private markets portfolio: global private equity, Asia-focused private equity, and infrastructure. We'll explore how each contributes differently to a client portfolio — global PE for breadth and scale, Asia PE for regional growth exposure, and infrastructure for income and inflation resilience — and how combining them can improve diversification and risk-adjusted outcomes.
Advisors will gain a practical understanding of evergreen private market structures, how to position these strategies in client conversations across different market environments.
Workshop Objectives:
Participants will understand how global PE, Asia PE, and infrastructure complement each other within evergreen structures to build diversified, resilient portfolios across market cycles.
Company Profile:
EQT is a purpose-driven global investment organization with EUR 341 billion in total assets under management (EUR 186 billion in fee-generating assets under management) as of 30 June 2026, within four business segments – Private Capital, Infrastructure, Real Assets and Secondaries. EQT owns portfolio companies and assets in Europe, Asia Pacific and the Americas and supports them in achieving sustainable growth, operational excellence and market leadership.
More info: www.eqtgroup.com
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Pantheon
Navigating the mid-market opportunity, secondaries, and next-gen access
Representatives
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As private bank selectors pursue resilient growth and enhanced portfolio efficiency, the mid-market, representing around 96% of all buyout private equity transactions across the US and Europe, offers significant potential. This workshop explores how favorable entry valuations, vintages and GP diversification, and shorter durations position the mid-market as a core driver of operational alpha today. Additionally, we will discuss strategies to capture structural macroeconomic trends across the investment landscape, spanning from core technology and enterprise software to the physical infrastructure underlying the wider AI economy.
Workshop Objectives:
Participants will gain actionable insights into leveraging secondary strategies within evergreen structures to address traditional private wealth challenges. The workshop will also cover sustainable and practical approaches to portfolio construction aimed at optimising liquidity, minimising risk, and improving client outcomes.
Company Profile:
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, from primary fund commitments to co-investments and secondary purchases, across private equity, private credit, and real assets. We have partnered globally with institutional investors of all sizes as well as a growing number of private wealth advisers and investors, with approximately $84.3bn in discretionary assets under management (as of March 31, 2026). Leveraging our specialized experience and global team of professionals across Europe, the Americas, and Asia, we invest with purpose and lead with expertise to build secure financial futures.
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State Street Investment Management
Is Gold the Missing Alternative?
Speakers
Representatives
As allocations to alternatives continue to rise, investors are increasingly focused on building portfolios that can withstand a broader range of market outcomes. This session explores the drivers of sustained interest in gold, including inflation uncertainty, geopolitical tensions, currency volatility, and evolving correlation dynamics. We will examine how institutional investors across Asia are incorporating gold into strategic asset allocation, how it complements other alternative investments, and how policy developments are supporting wider adoption across the region. Drawing on recent market trends and investor behaviour, the presentation will provide practical insights into gold's role as a liquid alternative and its potential contribution to diversification, portfolio resilience, and long-term investment outcomes.
Workshop Objectives:
To help investors explore how a strategic allocation to gold can enhance portfolio performance and optimize investment outcomes.
Company Profile:
At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $6 trillion in assets managed*, clients in 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go.
*This figure is presented as of June 30, 2026 and includes ETF AUM of $2,203.98 billion USD of which approximately $156.81 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.
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