*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