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This event was re-scheduled from 13 October as a result of Typhoon Nangka.

Digitally-focused business operations and investment strategies have not traditionally been a hallmark of Family Offices, stewards of the wealth of some of the world's most high net-worth families. But this is changing.

According to the 2020 UBS Global Family Office Report, younger generations involved in the family business are increasingly embracing innovative technologies to drive their businesses amidst rapid economic change and accelerated by the pandemic.

What does digital transformation mean for Family Offices and what does it take to lay out a successful digital roadmap?

Our distinguished line-up of speakers in the second of a 3-part webinar series will provide a deep-dive into the global digitalisation trends, and the strategies and key success factors for the digital transformation of Family Offices in Hong Kong.

AGENDA

Lead-in Speaker
Ben Kwan, Partner and Digital Leader, Strategy & Transactions, Greater China, EY

Panel Discussion

Moderator
Harrison Ho, Vice-Chairman, HKGCC Financial and Treasury Services Committee

Panelists
Helene Li, CEO & Co-Founder, GoImpact Capital Partners
Eric Poon, Senior Executive Vice Chairman, Association of Family Offices in Asia
Patricia Woo, Partner, Squire Patton Boggs

* Eric Poon replaces Eva Law due to the latter's scheduling conflict

Please refer to the following details on the virtual seminar:

- Upon successful registration of the event, a unique webinar link will be sent to your registered email 2 days before the event. Please refer to the troubleshooting guide here should you experience any issues in locating the webinar link.
- Instructions on downloading Zoom and joining a webinar can be found here. We suggest that you familiarize yourself with the software in advance of the webinar.
- Please log in 15 minutes (at 3:15 pm) before the event begins, through the link that will be sent to your registered email. This will allow time to address any technical issues that may arise.

DISCLAIMER
Speakers' presentations at this event are intended for educational purposes only and do not replace independent professional judgment. Statements of fact and opinions expressed during this event are those of the speakers and participants and, unless expressly stated to the contrary, are not the opinion or position of the Hong Kong General Chamber of Commerce, its members, or its committees. The Chamber does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented. Attendees should note that, with the approval of speakers, this event may be recorded, and possibly published on the Chamber's website in audio and/or video formats without further notice.

Recording, duplication or distribution of the contents of the online event is prohibited without prior written permission from the Chamber.

Speaker(s)

Ben Kwan Partner and Digital Leader, Strategy & Transactions, Greater China, EY

Ben leads EY Transaction Advisory Services for TMT (Telecom, Media and Technology) sector in Greater China as the APAC digital leader and the head of Operational Transaction Services in Hong Kong. Ben has over 20 years of experience in management consulting, start-up and venture investments, specializing in start-up and venture investments, large scale and cross border M&A transactions. Ben has led over 100 strategic planning, market entry, M&A, spin-off and IPO projects, serving clients including MNC, cross-border ventures, tech JVs, large Chinese enterprise, Hong Kong government, etc.

Helene Li CEO & Co-Founder, GoImpact Capital Partners

A firm believer in applying market-based solutions to fast track social and environmental impact; and a passionate advocate for Sustainable Finance, Helene is a management consultant by training and a seasoned finance industry professional with long tenures in strategic planning and marketing roles at global financial institutions such as J.P. Morgan, Lombard Odier, and BNP Paribas. Having worked in the ultra-high-net-worth space for most of her career, she is committed to leveraging the financial power and heart of the 1% to accelerate the impact in helping the 99%. It is in this spirit that she co-founded GoImpact as an action-driven ecosystem to connect stakeholders in accelerating the Impact momentum. She has been spearheading and curating industry recognized and highly rated Next Generation Family Business programs, and a regular contributor to Impact and Entrepreneurship research throughout her banking and consulting career.

Eric Poon Senior Executive Vice Chairman, Association of Family Offices in Asia

Eric Poon started his career in the private equity and asset management industry 26 years ago. He specialized in managing teams globally and investing in new economy (techn) champions and helping global investors to access these ''tough-toaccess'' private and public deals. His investors / LP whom worked with Eric included family offices, charity / foundations, institutions, private banking and other channel investors as well as advisory services to other asset managers, and FinTech platforms around the world. He has the privilege of building his experience and track record working for Goldman Sachs, JPMorgan, BlackRock, Barings, Value Partners, UBP, and All-Stars (leading new economy / techn PE and Hedge Fund) having based in New York (US), Vancouver (Canada) and Asia in the past 25+ years.

Patricia Woo Partner, Squire Patton Boggs

Patricia is Partner of Squire Patton Boggs and co-head of the Firm's global family office cross-practice team. She is a fund, trust and tax lawyer noted for her practice in helping global ultra-high-net-worth families set up, restructure and operate family offices. Patricia is also a Chartered Alternative Investment Analyst, Certified Tax Advisor, member of the Academy Community of STEP and Certified Islamic Finance Executive. Patricia publishes widely, and is a frequent speaker and press interviewee on the topic of "family office". She is recognized in Who's Who Legal: Thought Leaders – Private Client (1st Edition) 2020 and is recipient of the High Net Worth Award Winner in Hong Kong of 2020 International Advisory Experts Award. She is listed in Euromoney Women in Business Law Expert Guide 2020, CityWealth Leaders List TOP 10 China & Hong Kong 2019, The Legal 500 Asia Pacific 2019, Who's Who Legal: Private Client 2019 and CityWealth Leaders List 2020. She is also ranked in Chambers HNW 2020 and recognized in CityWealth 2019 International Powerwomen Top 100 and CityWealth 2017 IFC Powerwomen Top 200.

Language English
Date and Time 2020/11/27 15:30 to 17:00
Venue Online via Zoom
Media Closed to media
Enquiries Stephanie Kwan
Tel: 28231246
Email: stephanie@chamber.org.hk
Fee Members @ HK$100 / Non-Members @ HK$200
+$50 for booking offline
Notes - Bookings are only confirmed upon receipt of payment, on a first come first served basis.
- Booking transfer is allowed for corporate members with advanced notice, walk-ins are normally not accepted.
- The Chamber reserves the right to decline any booking or cancel the event. In such case, a full refund of the participation fee will be issued.
- The registration fee is non-refundable for this event.
- A $50 handling fee per person will be charged for all offline bookings (e.g. fax, e-mail, post) for all Chamber events. Go online today by downloading our app or registering on the HKGCC website to save the environment and money.
- Priority is given to corporate members. The decision to accept or decline any booking shall be at sole discretion of the Chamber.