10.15 (WED) Live Stream

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Howard Marks
Sir Robert Fairbairn

Vice Chairman, BlackRock

Sir Robert Fairbairn
John Studzinski

Vice Chairman, PIMCO

John Studzinski, CBE
Justin Tang

Head of Taiwan, PIMCO

Justin Tang
Andrew Landman

Deputy Head of Asia Pacific, Head of Asia Pacific Wealth, BlackRock

Andrew Landman
Sir Robert Fairbairn

Vice Chairman, BlackRock

Sir Robert Fairbairn
Wenjie Lu

Greater China Investment Strategist, BlackRock

Wenjie Lu
Jonah Cheng

Former Head of Asia Pac Semiconductor Research at UBS and current Chief Investment Officer, J&J Investment Co., Ltd

Jonah Cheng
Wendy Liu

Head of China/HK Equity Strategy, Global Markets Research, JPMorgan

Wendy Liu
Vincent Chaigneau

Generali Asset Management Head of Research

Vincent Chaigneau
Allen Pu

Deputy Head of Portfolio Management, North America

Allen Pu
Kristian Heugh

Head of Global Opportunity Team, Morgan Stanley Investment Management

Kristian Heugh
Wendy Liu

Head of China/HK Equity Strategy, Global Markets Research, JPMorgan

Wendy Liu
Yue Bamba

Head of Active Investments for Japan, BlackRock

Yue Bamba
Chia-Wen Teoh

Head of alternatives sales for the Asia region, PIMCO

Chia-Wen Teoh
Justin Wai

Senior Managing Director, Head of Real Estate Greater China, Blackstone

Justin Wai

・live Countdown to Streaming

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In the age of worldwide political and economic turmoils, technological changes, and capital flows The Future is being reshaped — What's your investment strategies ready for the major market shift in 2025? Explore new solutions for asset allocation with international investment masters.

・ABOUT THE SUMMIT

Cathay Financial Holdings' first international investment event was held in 2024.

We invite influential investment gurus from home and abroad to engage in in-depth discussions with professionals of Cathay,
exclusively presenting first-hand global perspectives, striving to provide the best insights for clients longing for holistic investment trends.

・2024 RECAP
Cathay Asset Management
Prudent and Steady, Forward with Flexibility

Cathay Financial Holdings is Taiwan's largest institutional investment group, managing over 10 trillion in managed assets, with over six decades of investment experience domestically and internationally. We leverage the group's resources to develop comprehensive asset management solutions.

・SPEAKERS
Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Howard Marks
John Studzinski

Vice Chairman, PIMCO

John Studzinski, CBE
Justin Tang

Head of Taiwan, PIMCO

Justin Tang
Sir Robert Fairbairn

Vice Chairman, BlackRock

Sir Robert Fairbairn
Andrew Landman

Deputy Head of Asia Pacific, Head of Asia Pacific Wealth, BlackRock

Andrew Landman
Wenjie Lu

Greater China Investment Strategist, BlackRock

Wenjie Lu
Jonah Cheng

Former Head of Asia Pac Semiconductor Research at UBS and current Chief Investment Officer, J&J Investment Co., Ltd

Jonah Cheng
Wendy Liu

Head of China/HK Equity Strategy, Global Markets Research, JPMorgan

Wendy Liu
Vincent Chaigneau

Generali Asset Management Head of Research

Vincent Chaigneau
Yue Bamba

Head of Active Investments for Japan, BlackRock

Yue Bamba
Allen Pu

Deputy Head of Portfolio Management, North America

Allen Pu
Kristian Heugh

Head of Global Opportunity Team, Morgan Stanley Investment Management

Kristian Heugh
Chia-Wen Teoh

Head of alternatives sales for the Asia region, PIMCO

Chia-Wen Teoh
Justin Wai

Senior Managing Director, Head of Real Estate Greater China, Blackstone

Justin Wai

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management


Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago. He is a CFA® charterholder.

Andrew Kuo

Chairman, Cathay United Bank

Andrew Kuo
Alan Lee

Chairman, Cathay Securities Investment Trust Executive Director, Cathay United Bank

Alan Lee
David P. Sun

Senior Executive Vice President, Cathay Financial Holdings

David P. Sun
Joseph Wang

Senior Executive Vice President, Cathay Life Insurance Chairman,Cathay Securities Investment Consulting

Joseph Wang
Andy Chang

President, Cathay Securities Investment Trust

Andy Chang
Robert Fuh

Chief Executive Officer-Private Banking, Cathay United Bank

Robert Fuh
Yvonne Tsai

Executive Vice President, Cathay Life Insurance

Yvonne Tsai
Joe Lin

Executive Vice President, Cathay Life Insurance

Joe Lin
Chi-Chao Lin

Chief Economist, Cathay United Bank

Chi-Chao Lin
・AGENDA

Navigating Uncertainties:Confronting changes with Newly-built resilient investment strategy

The escalation of geopolitics, accelerated capital flows, changes in the AI industry chains, and the rise of non-US dollar assets have created both investment challenges and opportunities.

  • 09:10-09:30
    09:10
    |
    09:30

    Opening Address

  • 09:30
    |
    09:50
    Fireside Chat

    Analyzing Global Dynamics: A New Market Landscape Amid Political and Economic Shifts

    Vice Chairman, PIMCO |John Studzinski, CBE

    Head of Taiwan, PIMCO|Justin Tang

  • 09:50
    |
    10:20
    Panel

    Navigating Geopolitical Shifts and Market Evolution

    Vice Chairman, PIMCO |John Studzinski, CBE

    Chairman, Cathay Securities Investment Trust|Alan Lee

    Chief Economist, Cathay United Bank|Chi-Chao Lin


    Moderator: Bloomberg | Yvonne Man

  • 10:20
    |
    10:50
    Fireside Chat

    Mastering the Market Cycle: Investment Strategies Amid Market Uncertainty

    Oaktree Capital ManagementCo-Chairman & Co-Founder|Howard Marks

    Senior Executive Vice President, Cathay FHC|David Sun

  • 10:50-11:10
    10:50
    |
    11:10

    Break

  • 11:10
    |
    11:20
    Keynote

    Connecting to the New Global Order: Taiwan's Resilience, Opportunities, and Challenges

    Chief Economist, Cathay United Bank|Chi-Chao Lin

  • 11:20
    |
    11:35
    Keynote

    Following the Flow:How have investors Globally been Allocating Capital in 2025

    Deputy Head of Asia Pacific, Head of Asia Pacific Wealth, BlackRock|Andrew Landman

  • 11:35
    |
    12:10
    Panel

    The Future Starts Here: Investing's Next Frontier

    Vice Chairman, BlackRock|Sir Robert Fairbairn

    Deputy Head of Asia Pacific, Head of Asia Pacific Wealth, BlackRock|Andrew Landman

    Senior Executive Vice President, Cathay LifeInsurance|Joseph Wang


    Moderator: Bloomberg | Lulu Chen

  • 12:10-14:20
    12:10
    |
    14:20

    Luncheon

  • In-person meetings with live stream service

    A

    New Viewpoints on Technology

    Opportunities and Challenges in the Age of AI

  • In-person sessions only

    B

    New Global Opportunities

    The Rise and Potential of Non-USD Assets

  • In-person sessions only

    C

    New Investment Thinkings

    Winning Strategies in a Volatile Market

  • In-person sessions only

    D

    New Private Market Chances

    Resilient Returns in Alternative Markets

  • 14:20-14:30
    14:20
    |
    14:30

    Opening Activity

  • 14:30
    |
    14:50
    Keynote

    The Next AI Investment Opportunity: From Now to the Future

    Greater China Investment Strategist, BlackRock|Wenjie Lu

  • 14:50
    |
    15:10
    Keynote

    AI-Driven Industry Transformation: From Core Technologies to Value Chain Opportunities

    Former Head of Asia Pac Semiconductor Research at UBS and current Chief Investment Officer, J&J Investment Co., Ltd|Jonah Cheng

  • 15:10
    |
    15:40
    Panel

    Opportunities and Challenges in the Age of AI

    Greater China Investment Strategist, BlackRock| Wenjie Lu

    Former Head of Asia Pac Semiconductor Research at UBS and current Chief Investment Officer, J&J Investment Co., Ltd|Jonah Cheng

    Senior Executive Vice President,Cathay Life InsuranceChairman|Joseph Wang


    Moderator: Bloomberg|Miaojung Lin

* Actual agenda will be subject to the final announcement on the event day.

  • 14:20-14:30
    14:20
    |
    14:30

    Opening Activity

  • 14:30
    |
    14:50
    Keynote

    China Investment Outlook: Upside & Downside Risks with De-Dollarization Ahead

    Managing Director, Head of China/HK Equity Strategy, Global Markets Research, JPMorgan|Wendy Liu

  • 14:50
    |
    15:10
    Keynote

    From the End of Negative Interest Rates to shifting Currency Dynamics: What Makes Japanese Assets Attractive Long Term?

    Generali Asset ManagementHead of Research|Vincent Chaigneau

  • 15:10
    |
    15:30
    Keynote

    From the End of Negative Interest Rates to shifting Currency Dynamics: What Makes Japanese Assets Attractive Long Term?

    Head of Active Investments for Japan, BlackRock|Yue Bamba

  • 15:30
    |
    16:00
    Panel

    The Rise and Potential of Non-USD Assets

    Managing Director, Head of China/HK Equity Strategy, Global Markets Research, JPMorgan|Wendy Liu

    Generali Asset ManagementHead of Research|Vincent Chaigneau

    Head of Active Investments for Japan, BlackRock|Yue Bamba

    Executive Vice President, Cathay Life Insurance|Yvonne Tsai


    Moderator: Bloomberg | Michael Elko

* Actual agenda will be subject to the final announcement on the event day.

  • 14:20-14:30
    14:20
    |
    14:30

    Opening Activity

  • 14:30
    |
    14:50
    Keynote

    Establishing Discipline Amid Uncertainty: Using Factor Investing to Navigate Cross Cycle Market Changes?

    Deputy Head of Portfolio Management, North America |Allen Pu

  • 14:50
    |
    15:10
    Keynote

    How RPM (Revenue Profitability Margin) Powers Performance!

    Head of Global Opportunity Team, Morgan Stanley Investment Management|Kristian Heugh

  • 15:10
    |
    15:40
    Panel

    Winning Strategies in a Volatile Market

    Deputy Head of Portfolio Management, North America |Allen Pu

    Head of Global Opportunity Team, Morgan Stanley Investment Management|Kristian Heugh

    President, Cathay Securities Investment Trust |AndyChang

    Executive Vice President, Cathay Life Insurance|Joe Lin


    Moderator: Bloomberg | Eugene Lim

* Actual agenda will be subject to the final announcement on the event day.

  • 14:20-14:30
    14:20
    |
    14:30

    Opening Activity

  • 14:30
    |
    14:50
    Keynote

    Realizing the Full Potential of Private Credit: The Rise of Asset-based Finance in a Maturing Asset Class

    Senior Vice President, Alternatives Strategist, PIMCO|Chia-Wen Teoh

  • 14:50
    |
    15:10
    Keynote

    Income Potential in Private Real Estate Markets: Global Trends and Asian Insight

    Senior Managing Director, Head of Real Estate Greater China, Blackstone|Justin Wai

  • 15:10
    |
    15:40
    Panel

    Resilient Returns in Alternative Markets

    Senior Vice President, Alternatives Strategist, PIMCO|Chia-Wen Teoh

    Senior Managing Director, Head of Real Estate Greater China, Blackstone|Justin Wai

    Chief Executive Officer-Private Banking, Cathay United Bank| Robert Fuh

* Actual agenda will be subject to the final announcement on the event day.

・GIVEAWAY

Sign-Up Rewards

Sign up for remote access anywhere before October 13th to participate in the Sign-Up Rewards Giveaway.

iPad A16

Apple 2025 iPad A16 11-inch Edition 128G Wi-Fi

(MSRP NT$11,900)

JBL Flip 7

JBL Flip7 Waterproof Bluetooth Speaker

(MSRP NT$4,980)

Vouchers

NT$1,000 PX Gift Vouchers

Digital Summary of Summit Sessions

Summarized key topics of all sessions and conferences, pointing out future development priorities for swift understandings of investment insights.

It will be sent via email after the summit to those who completed the sign-up.
***Please use valid email address without any typo***

Please note: Winners of the 2025 Cathay Asset Management Summit "Sign-Up Rewards" will be announced over the event website before October 24th 2025, and will also be notified by email before October 31st 2025. All winners need to reply with their full names, mailing address, and telephone numbers using the designated form before November 7th 2025. Please note that winners unable to provide information in an accurate and timely manner will lose their eligibility for any prize. Cathay Financial Holdings reserves the right to make final interpretation and amendments to the rules and clauses of the giveaway. Images of the prizes are taken from the product's official website. If they are used inappropriately, please contact the organizer. The actual color of the prizes subject to availability.

Live Stream Rewards

Watch the live broadcast on Cathay Financial Holdings' YouTube channel on October 15th and fill out the questionnaire pinned at the top of the comment section to participate in the Live Stream Rewards Giveaway.

SONY WH-1000XM5

SONY WH-1000XM5 True wireless noise-canceling headphones

(MSRP NT$11,900)

Electrolux 300 Air Purifier

Electrolux UltimateHome 300 Air Purifier

(MSRP NT$10,900)

Vouchers

NT$1,000 PX Gift Vouchers

Please note: Winners of the 2025 Cathay Asset Management Summit "Live Stream Reawards" will be announced over the event website before October 24th 2025, and will also be notified by email before October 31st 2025. All winners need to reply with their full names, mailing address, and telephone numbers using the designated form before November 7th 2025. Please note that winners unable to provide information in an accurate and timely manner will lose their eligibility for any prize. Cathay Financial Holdings reserves the right to make final interpretation and amendments to the rules and clauses of the giveaway. Images of the prizes are taken from the product's official website. If they are used inappropriately, please contact the organizer. The actual color of the prizes subject to availability.

・SIGN UP

Starting now until 17:00 on October 13th 2025 as the sign-up deadline

・FAQ