10.15 (WED) Live Stream
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.
Closely Connected with Global Investment Maestros
Pioneers from PIMCO, Oaktree Capital, and BlackRock gathered for the first time for in-depth discussions with professionals of Cathay, gaining perspectives from the frontline of the global capital market, enabling unique high-end conversation platforms uncommon in Taiwan.
Master the Key to True Diversification
Closely watching macroeconomic, AI technology, alternative and non-US dollar assets, while breaking down the ins and outs of allocation strategies under changing circumstances, helpful to investors trying to build flexible and resilient portfolios.
Building Local Strategies with International Perspectives
Analyzing Asian opportunities from a global perspective and combining it with the local practices of Cathay Pacific Investment Research team of experts, we provide Taiwanese investors with actionable, forward-looking strategic recommendations.
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.
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.
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.
Vice Chairman, PIMCO |John Studzinski, CBE
Head of Taiwan, PIMCO|Justin Tang
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
Oaktree Capital ManagementCo-Chairman & Co-Founder|Howard Marks
Senior Executive Vice President, Cathay FHC|David Sun
Chief Economist, Cathay United Bank|Chi-Chao Lin
Deputy Head of Asia Pacific, Head of Asia Pacific Wealth, BlackRock|Andrew Landman
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
A
Opportunities and Challenges in the Age of AI
B
The Rise and Potential of Non-USD Assets
C
Winning Strategies in a Volatile Market
D
Resilient Returns in Alternative Markets
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
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.
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
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.
Deputy Head of Portfolio Management, North America |Allen Pu
Head of Global Opportunity Team, Morgan Stanley Investment Management|Kristian Heugh
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.
Senior Vice President, Alternatives Strategist, PIMCO|Chia-Wen Teoh
Senior Managing Director, Head of Real Estate Greater China, Blackstone|Justin Wai
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.
Apple 2025 iPad A16 11-inch Edition 128G Wi-Fi
(MSRP NT$11,900)
JBL Flip7 Waterproof Bluetooth Speaker
(MSRP NT$4,980)
NT$1,000 PX Gift Vouchers
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.
SONY WH-1000XM5 True wireless noise-canceling headphones
(MSRP NT$11,900)
Electrolux UltimateHome 300 Air Purifier
(MSRP NT$10,900)
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.