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Wealth HER Way: Empowering Financial Independence

Nearly 70% of female investors in Hong Kong expressed the desire to invest more, with the goal of ultimately attaining financial independence, according to a survey published by Endowus.


How can you effectively manage and take control of your finances to foster wealth growth? What is the role of technology to help you achieve financial confidence?


Gain investment insights and take steps to achieve long-term financial independence, as you celebrate International Women’s Day.


Share what you’ve learned as you network with colleagues over wine and canapes following the program.


You are encouraged to invite a guest in the financial services industry to attend, learn more about 100WF and become a member of the organization. Visit the 100WF website here.


Learn more about 100WFinTech, our global visibility initiative elevating the public profiles of senior female leaders in FinTech and enhancing their connectivity within the FinTech ecosystem. Senior professionals are encouraged to apply to our growing public directory, which is designed to help conference organizers, the media and young women needing role models to easily identify female fintech leaders. For more information contact the FinTech committee.

DATE

5 March 2023

TIME

6:00 PM Registration.

6:30 PM Event Begins


The program will begin promptly at 6:30 PM; please allow time to get through building security and to register before the event begins.


Networking reception will follow.

LOCATION

The Executive Center

15/F, AIA Central, 1 Connaught Road

Central, Hong Kong

PARTICIPANTS

Daisy Ho

HSBC Asset Management


Brenda Hou

CFA Institue


Yvonne Leung

Ant Bank


Taosha Wang

Fidelity


Steffanie Yeun

Endowus

Moderator

HOST

The Executive Center

RSVP NOW

IMPORTANT

This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

 

100WF's policy allows guests to attend one 100WF event to learn more about 100WF and experience our programming, before becoming a 100WF paying member. 100WF requires members to pay an annual access fee in order to RSVP for and attend 100WF events, access the 100WF Job Board and other member benefits.

 

When you register or are registered for this event you will be Subscribed to 100WF’s Mailing List. You may unsubscribe at any time by clicking the "Unsubscribe" link in any 100WF invitation or announcement.


If you have any questions about this event, please contact the FinTech committee.



Visit your Member Profile RSVPs to view your event registrationIf you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your Member Profile. If you have any membership questions, please contact the Membership Committee.

 

This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.

 

Space is limited. No walk-ins will be permitted.

 

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Photographs, including of participants, may be taken during our events and used on our website and social media.

BIOGRAPHIES

Daisy Ho

Asia Pacific CEO, HSBC Asset Management


Daisy joined HSBC Asset Management in November 2021 as CEO, Asia-Pacific and Hong Kong. Based in Hong Kong, she is responsible for leading and growing the asset management business in Asia-Pacific with a focus on driving the business expansion agenda across core markets including Hong Kong, mainland China, India and ASEAN. Daisy is also Head of Sales Asia-Pacific and Institutional with responsibilities to develop and execute the growth strategy of the company’s Wholesale and Institutional businesses in Asia-Pacific including the retirement and pensions business. In this role, she also oversees the Global Capabilities of the Institutional business such as liquidity sales, global consultant relationships, institutional business sales support and client business management. A seasoned professional and veteran in financial services, Daisy has over 20 years of experience in the asset management industry. Prior to joining HSBC Asset Management, she spent 16 years with Fidelity International assuming a number of senior management roles including President for China and Managing Director, Asia ex-Japan & Middle East. Before that, she held various senior positions in the wealth management and asset management divisions of JPMorgan, AXA and Hang Seng Bank. Daisy holds a bachelor’s degree in Business Studies from The Hong Kong Polytechnic University and an Executive Master of Business Administration from The University of Western Ontario.‍


Brenda Hou

Head of Global Partnerships & Clients Solutions, Growth Markets, CFA Institue


As the Head, Global Partnerships & Client Solutions, Growth Markets, Brenda leads the team responsible for delivering global revenue targets for a portfolio of learning products targeted at investment management professionals. Brenda is a member of the senior management team in APAC, collaborating with cross-functional teams regionally and globally. Brenda brings over 25 years of experience in business development to the role, with deep experience in change management and organisational transformation. Prior to joining CFA Institute, she spent over eight years to lead the global and APAC strategy development and planning in Electrocomponents, the world’s largest distributors of electronics and maintenance products. Her investment professional career started since 2000 when she led the investment team to conduct merger and acquisition deals in the region, followed by leading an IPO project in HK. She received her CFA Charter in 2002 and Certification of ESG Investing in 2022. She is also an Associate Member of the Chartered Institute of Management Accountants (ACMA), Graduate of Australian Institute of Director (GAICD) and has a Bachelor degree of Business Administration (Finance) from The Chinese University of Hong Kong.


Yvonne Leung

CEO, Ant Bank


Yvonne joined Ant Bank in 2019 and is currently CEO. Prior to that, she previously worked at Hang Seng Bank as the Head of Business Banking Portfolio Managed. Yvonne is a graduate from The University of British Columbia and obtained her M.B.A. at the University of Leicester.


Taosha Wang

Portfolio Manager, Author of “Techonomics You Should Know”, Fidelity


Taosha Wang is a Lead Portfolio Manager at Fidelity. In her investment portfolios, she focuses on capturing thematic growth throughout macroeconomic cycles and invests globally across asset classes. Prior to joining Fidelity in 2021, Taosha worked at PIMCO as a Senior Vice President and was part of the working team to receive the prestigious Morningstar Fund Manager of the Year award. She was previously a management consultant at McKinsey, a research analyst at Goldman Sachs and an investment banker at Credit Suisse, now part of UBS Group. Taosha is a published author and a frequent public speaker. Her debut book, Techonomics You Should Know: Life-Changing Economics of Disruptive Technologies, is a #1 bestseller in Microeconomics on Amazon.com. She is regularly quoted by leading publications including Bloomberg and Reuters. She is a columnist and a featured guest on podcasts. Taosha received her B.A. in Economics from Brown University and an executive MBA degree from the Kellogg School of Management in the United States. She is a board member of the Brown University Alumni Association in Hong Kong.


Steffanie Yeun

Managing Director, Head of Hong Kong, Endowus


Steffanie Yuen is Managing Director and Head of Hong Kong at Endowus. Headquartered in Singapore, Endowus was established in 2017 and has grown to become Asia’s largest independent digital wealth management platform. Before joining Endowus, Steffanie was Managing Director at Value Partners and was responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, responsible for driving strategic global partnerships. Steffanie started her career in the investment banking divisions of Deutsche Bank and Barclays in Hong Kong and holds a BS in Finance and Accounting degree from New York University’s Stern School of Business. She is currently the Co-Chair of the WealthTech & InvestTech Committee of the Fintech Association of Hong Kong and is a global committee member of 100WFintech.

ABOUT


100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

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