Gaaf's 5th Global Asset Allocation Decision Maker Summit & "Haipai" Awards Ceremony 2020 (GAAF2020) was held on August 20 at crowne plaza Hotel Shanghai Silver Star. The conference is co-hosted by the Institute for Policymaker Finance (CFRI) and the Decision Maker Group (CDMC).
The conference brought together 350 participants, including universities, consulting, private banking, banking personal finance and wealth management department, family offices, third-party wealth, asset management companies, funds, securities, trusts, insurance, futures, high-end lifestyle providers, etc.
simple style
The conference lineup covers the entire industry chain with accurate coverage
Speakers:
Professor of Finance, Shanghai Advanced School of Finance, Shanghai Jiao Tong University, Yan Hong, Vice Dean of Finance
Adrian Zuercher, Managing Director of the Chief Investment Office and Head of Global Asset Allocation at UBS
Professor of Finance and Accounting at China Europe International Business School – Meng Rui
Head of Wealth Management Department and Managing Director of Nomura Oriental International Securities - Qin Ziyang
Assistant to the general manager of Tianhong Fund - Zhu Haiyang
Angel Wu, Managing Director of Bank of Singapore and Head of Product Management in Hong Kong
BCG Managing Director and Global Partner – Bingbing Liu
General Manager/Investment Director of Reagan Fund - Li Jinlong
Chairman of Sajia Group and former CEO of Zhongrong Trust - Yu Bangrui
CreditEase CEO, Senior Vice President, Executive Director of the Science and Technology Committee - Xiang Jiangxu
CEO of Hengtian Wealth - Guo Kaixiang
CEO of Hongtai Wealth - Lu Haiyang
Executive Director, Private Wealth Management And Personal Financial Services, UOB (China) Limited – Lam Pei Fung
Deputy General Manager of Huizhong Wealth - Li Jieyi
James Roy, Director of China at EgetZhi International Research and Consulting Firm
Cao Xin, Deputy Director of China, Edgezhi International Research and Consulting Company
Senior investment consultant of China Minsheng Bank Private Bank - Hong Xi
Zhao Zhimin, General Manager of CITIC Trust Shanghai Wealth Center
Founder of Huiyu Global Family Think Tank - Fan Xiaoman
Executive General Manager of Deyu Shijia - Ju Lei
Liu Man, Managing Director of CICC and Head of Global Family Office
General Manager of AVIC Trust Wealth Center and Chief Family Trust Planner - Meng Haojie
Co-founder and executive director of Heqi Family Office - Li Yixuan
Li Weiqing, member of the Standing Committee of the Private Banking Committee of the China Banking Association
The speakers shared core topics such as "'China Opportunity' from the Perspective of Global Wealth", "Private Wealth: Customers, Products and Technology", "Family Wealth Security and Sustainable Development of Family Offices", aiming to build a platform model for participants to communicate, learn and interact with other guests through high-quality conference content and a variety of guest interaction forms, and actively promote market development.
Diversified meeting formats
In addition to theme sharing, the conference also featured a number of roundtable talks, as well as a global asset allocation "Haipai" award ceremony and media interviews.
Brand display and corporate promotion
At this meeting, Beijing Ruizhao Technology Co., Ltd., Jiangsu Qunjie Internet of Things Technology Co., Ltd., cybarco development ltd and other domestic and foreign enterprises carried out booth publicity. Many guests stopped to communicate with the partners of the conference to promote cooperation.
The media at home and abroad have reported on the meeting. The media attending the meeting were: Huajia Fortune, Wealth Management Magazine, Weiyang Network, Futures Daily, Securities Times, Jinka Life, fx168 Finance Group, Yunzhao Finance, etc.
Authoritative recognition ceremony
Gaaf's 5th Global Asset Allocation "Haipai" Awards Ceremony 2020 kicked off at noon on August 20.
Haipai, taking its meaning of "hai na hundred rivers, inclusive", has the spirit of contract, diversified innovation, coexistence of East and West, the pursuit of excellence, modesty and everyone's style. Global asset allocation, the connotation of "Haipai".
The "Haipai" award ceremony aims to recognize enterprises and individuals who have made contributions in the field of wealth management and asset management, and encourage and commend institutions with fast growth and great potential to lead the innovation and development of the industry. With the spirit of ingenuity, down-to-earth, looking up at the stars. Since its establishment, it has commended hundreds of powerful enterprises in the industry and has been widely recognized by industry insiders. By recognizing outstanding achievements in the industry, the "Haipai" award will continue to inspire innovation and leadership among industry participants.
The shortlist consists of independent applications by enterprises and industry recommendations, and the organizing committee adheres to the principles of fairness, impartiality and openness, and has been supplemented by rigorous industry research through four links: material declaration, external authoritative data import, WeChat voting, and expert selection.
List of winners
Smart Wealth Leader of the Year Award - Xiang Jiangxu, CreditEase
Senior Expert in Private Banking of the Year – Xi Hong, China Minsheng Bank
Global Asset Allocation Outstanding Person Award - Lu Haiyang, HongTai Wealth
global private wealth management leadership award——ubs
Family Office Comprehensive Service Capability Excellence Award - Hengtian Ruixin Family Office
Family Trust Business Leader of the Year Award – CITIC Trust
Family Wealth Management Identity Planning Leadership Award - Global Investment Capital
Family Office Outstanding Word of Mouth Award - Heqi Family Office
Annual Study Abroad Service Integrity Organization - Gongjia International
Family Wealth Butler Service Outstanding Brand Award - Huan Investment Capital
Leading institutional multi-asset broker of the year – advanced markets
China Independent Wealth Leadership Award - Hengtian Fund
China Independent Wealth Leading Brand Award - Huizhong Wealth
Wealth Management Excellence Institution of the Year Award – Kaiyin Wealth
China Independent Wealth Industry Influence Award - Hongtai Wealth
China Independent Wealth Outstanding Risk Control Award - Jianrong
Global Asset Allocation Customer Service Excellence Awards – UOB
The most potential foreign-controlled securities company of the year - Nomura Oriental International Securities
Organizer Introduction:
The Financial Research Institute for Decision Makers, a group of policymaker consultants established in 2004, is a research-based Asia-Pacific financial resource integrator and to b media with circle attributes. His research interests include wealth management, asset management, banking digitalization, fintech, ESG, real estate finance, and distressed assets. Through international industry summits, circle and network building, industry reports and lists, inspections, etc., we provide an independent third-party exchange and resource platform to promote the financial development of China and the Asia-Pacific region.
Upcoming Events:
12thifpi: Open Banking & Banking Digital Transformation Decision Maker Summit 2020 will be held in Shanghai on September 24-25. The summit mainly focuses on the digital transformation and open ecological exploration of large state-owned banks, joint-stock banks, urban commercial banks, rural commercial banks, foreign banks, etc., starting from policy transmission, ecological construction, cultural innovation, business model, product innovation, risk management, marketing innovation, user experience, etc., analyzing how information technology such as artificial intelligence, big data, cloud computing, and Internet of Things can be deeply integrated with retail, small and micro enterprises, and public financial business, in order to practice "user-centric", financial supply-side reform, and serve the real economy. The original intention of preventing and resolving financial risks and realizing the value logic and development logic of inclusive finance, and thus enhancing the core competitiveness of banks.