Join the Fund Summit Hong Kong 2026!

Discover the future of fund industry at the Fund Summit Hong Kong.

Building on the success of our annual Hong Kong roadshow, Clearstream is proud to present a premier event designed for industry leaders, asset managers, and distribution partners in Hong Kong and across the region.

This year’s edition will explore the rapidly evolving landscape of fund distribution in the digital age, wealth and asset management trends, with a spotlight on the convergence of traditional products and new asset classes such as ETFs and Private Markets. Attendees will gain actionable insights into how digitalization, data, and innovation are reshaping fund processing and distribution in Hong Kong and the Asian region.

  • Insightful Discussions: Dive into the latest developments in fund processing and selection, asset management, and distribution technologies.

  • Networking Opportunities: Connect with top asset managers and distributors, expanding your professional network.

  • Innovative Solutions: Explore cutting-edge technologies and strategies that are shaping the future of the fund industry.

Date: Tuesday, April 21, 2026

Time: 09:00 - 15:00 HKT

Location: JW Marriott Hotel Hong Kong

What to expect in 2026

Expert speakers: 27+ distinguished speakers who are leaders in their fields

Networking opportunities: 230+ industry professionals

Exclusive insights: Fund Processing, Distribution, Product selection, Digital focus, Wealth and Asset Management, ETFs, Alternatives, Private markets, Fund Data

Network during our buffet lunch

Register here!

Please enter the registration token - FSHONGKONG

Agenda

Registration & welcome coffee

Opening remarks

Neil Wise, Member of the Executive Board, Chief Commercial Officer, Clearstream Fund Centre

Keynote speech

Jeremy Lam, Board Member, Financial Services Development Council & Partner and Head of the Financial Services Practice, Deacons

Panel: Unlocking Growth by Mastering Fund Distribution in the Digital Age

Speakers:
Gregory Van, Co-founder & CEO, Endowus
Lina Lim, Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific Wealth and Premier Solutions, HSBC
Shirley Leung, Deputy GM, Personal Digital Banking Product, Bank of China
Wendy Yuen, Head of Personal & Business Banking Group, China Citic Bank International

Coffee break

Panel: Active vs Passive in 2026 - Rethinking the ETF Playbook for Wealth Managers

Moderator: Sue Lee, APAC Head of Index Investment Strategies, S&P
Speakers:
Dennis Fok, Chief Investment Officer, Global X ETFs, Mirae Asset Global Investments
Patrick Wong, Chief Commercial Officer, Hang Seng Asset Management
Steven Cheung, Director, Head of iShares Wealth, Greater China and Southeast Asia, BlackRock
Tony Wong, Managing Director, Head of Sales APAC, CSOP Asset Management

Fireside chat

Moderator: Thomas Erdmann, Global Head of Asset Management Sales & Relationship Management, Clearstream Fund Centre AG
Speaker: CK Huang, Investment Director, Taikang Asset Management

Panel: Private Markets in Wealth Portfolios: From Strategy to Execution

Moderator: Moritz Dechow, CEO, Clearstream Fund Centre AG
Speakers:
Brad McCarthy, Managing Director and Head of Asia-Pacific, Carlyle Global Wealth
Corey Ho, Principal, Blackstone Private Wealth
Jamie Cheng, Principal, KKR Global Wealth Solutions

Networking lunch

Panel: Asset Management Today: Key Opportunities and Emerging Challenges

Moderator: Shekhar Guin, Counsel, Arendt & Medernach
Speakers:
James Burdis, Managing Director, Head of Global Strategic Relationships & Private Wealth Alternatives, APAC, JP Morgan Asset Management
Jeffrey Tse, Head of APAC Multi-Asset, Barings
Powell Cheung, Director – Product, Sales & Marketing, Taikang Asset Management

Panel: Leveraging Fund Data for Competitive Advantage

Speakers:
Elisa Alonso Sanz, Head of Data Solutions, Clearstream Fund Services
Elsa Pau, CEO, BlueOnion
Nick Cheung, Managing Director, Head of Greater China, Morningstar

Closing

End of the event

Location

JW Marriott Hotel Hong Kong

Pacific Place, 88 Queensway, Admiralty, Hong Kong

Contact us

In case of questions, please contact: cfsevents@clearstream.com.