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Save the dateOctober 31, 201812 PM - 1:45 PM Add to Calendar
Venue Location
Venue Location

The American Chamber of Commerce in HK

1904 Bank of America Tower, 12 Harcourt Road
Central, Hong Kong

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Contact Person: Natalie Yu

*This is a rescheduled event from Sep 19

Understanding HK's Rising Affluent Investors and Opportunities for Diversification in the U.S. Market


"Don't put all your eggs in one basket" is the fundamental investment strategy. But many investors do not know how to diversify investment portfolios, and lack trustworthy information. Hong Kong rising affluent share the same investment sentiment as they are looking to invest abroad.

Mr. Michael Fong, Managing Director of Charles Schwab Hong Kong, with over 20 years of financial services experience, will be presenting findings following his firm's first Hong Kong rising affluent investors survey examining their investment behaviors. He will also highlight the broader implications of the survey's results, such as ways to effectively diversify portfolio, investing in the U.S. market, identifying financial goals, and key drivers for investment.

Key topics to be covered

·        About the U.S. Market (basic investment types, investment risk)

·        The connection between HK investors and U.S. market

·        Investment behavior of HK rising affluent investors

·        How should investors manage their U.S. investment portfolio (investment tips)

First 15-20 minutes is for networking

Sandwiches and beverages included

Hosted by the Invest in USA Committee

  • Michael Fong (Managing Director of Charles Schwab HK Ltd)

    Michael Fong

    Managing Director of Charles Schwab HK Ltd



Member Price HKD 300


HKD 450
Cancellation Policy
Cancellation Policy
•    All cancellations must be notified in writing at least two working days prior to the event, or six working days prior to the conference. No-shows will be charged
•    When Typhoon 8 (or above) or Black Rainstorm Signal is hoisted, all events will be cancelled