亚洲家族办公室协会

大中华地区私人银行家协会


会员通讯 - 2019年第一季

Dear fellow members, connectors, and committees,

It is my true honour and pleasure to share to write to you and share with you our exciting recent past and future. In January, we had a wonderful FOSS event at the HK Stock Exchange which featured about 500 attendees for our 3 days event. It was an absolute joy and resounding success to have supportive attendees from all over the world to participate in this marquee event of the associations on an annual basis.

Secondly, we have been invited by the CFA Institute, and Mercer to co-host a lunch seminar which is exclusive for asset owners that we focus on the Impact investing / ESG effort. Again, it was a great success on March 25thas we have featured Eva, Robert, Ilex and my humbled self-more coverage in due course) being speakers representing the associations.

Going forward, the Associations will continue to organize premium, and targeted events which specifically address our members and industries’ needs. We have already been engaging key regulators, government entities, and stakeholders to further broaden and deepen our penetrations and reach so to be better represented and to be heard. Various parties have been reacting to our interactions very positively, and we look to further enhance our reputations, engagements and impact of the associations and industries in time to come.

Kindly see below for a list of events coming up which maybe of interests to you as well:

“9th Latin America China Investors Forum (LACIF)”

Venue: Beijing, China

Time: March 26th, 2019

The associations are nothing without your support, and kindly reach out to us should you like have any topics or initiatives that maybe of interests to you and we look to be a very member-focused association which will continue to enhance ourselves and the industries to the next plateau.

Warmest regards,

Dr. Eric Poon

Senior Executive Vice Chairman

Eric Poon
Managing Director &Head of SalesAt Value Partners
Executive Committee MemberAt Hong Kong Investment Funds Association

Mr. Eric POON is Managing Director, Head of Sales at Value Partners, where he holds a leadership role in the Group’s sales and marketing activities covering intermediary, private banking, institutional businesses, as well as investment consultants. He is based at the Group’s Hong Kong headquarters. Mr. POON also supervises sales activities in our Singapore and U.K. offices and works closely with the China Business Team on cross-border opportunities. He joined Value Partners in January 2018.

Mr. POON has over 20 years of experience in the asset management industry and has held various executive and business development roles at other global financial institutions. Prior to joining Value Partners, he was most recently Managing Director, Regional Head of Greater China and South East Asia for institutional business and consultants relationships. He also participated in the Management Committee capacity at Baring Asset Management (Asia). Prior to that, he was Regional Head of Business Development (Asia Pacific) at UBP Asset Management and Director, Regional Head of Cash, Asia and Institutional Business at BlackRock. Mr. POON also worked at other financial groups

including Goldman Sachs, JPMorgan and Royal Bank of Canada in the United States and Asia.

Mr. POON holds an MBA from the University of Houston-Victoria in the United States and a Bachelor’s degree in Economics from the University of British Columbia. He also completed his Senior Executive Program at the Harvard Business School and TsingHua University.

Mr. POON is an Executive Committee member at the Hong Kong Investment Funds Association, and participates at the Asset Management Association of China and other industry bodies in various capacities.

联络途径 Contact Us

Hong Kong 香港电话: +852 3499 3851

Mainland China 中国大陆电话: +86 147 14334066

Email 电邮: afo@cag.hk & apb@cag.hk (Official Email 官方电邮)

admin@cag.hk (Secretarial Office 秘书处)

Address 会址: 10/F Dawning House, 145 Connaught Road, Hong Kong

香港 上環干諾道中145號多寧大廈10樓

编辑委员会 Editorial Committee

Editor 主编:Ivy