the route you choose
makes all the difference
HKUST-Campden IPI
WEALTH MANAGEMENT PROGRAMME
June 16-19, 2014
Wealth Management Programme
PROGRAMME
Asian family businesses and private investors are a central force in driving the shape
and face of the economy in the Asia Pacific. As wealthy individuals evolve and move
business ownership from the entrepreneur, to the 2nd and 3rd generation, there is a
growing need to seek education on how to better manage wealth, and transition this
oversight to future generations. Wealth in transition may arrive predictably, or suddenly, and preparedness is a major concern for all families and private investors with
substantial assets. HKUST and Campden Institute for Private Investors (CIPI) look to
help families meet the complex challenge of wealth management education.
Investment decisions are difficult to make, especially after the sale of a business or
when younger family members are first asked to help make decisions about a family’s portfolio. To gain the foundation of knowledge necessary to oversee substantial
private wealth, HKUST & Campden IPI offers the Wealth Management Programme, a
three and a half day onsite programme, that will allow participants to meet the unique
challenges and issues family business owners and private investors face today. The
programme allows participants to increase their depth of knowledge in key areas of
wealth management, in both a theoretical aspect, as well as through live case studies.
WHO SHOULD ATTEND?
• Individuals and families who are facing or have experienced a substantial
liquidity event
• Individuals and families with inherited wealth
• Individuals and families who are seeking a rigorous academic programme to
help them manage their wealth
• Executives from single and multi-family offices
PARTICIPANTS
The HKUST-Campden IPI Wealth Management programme accepts applicants who
are IPI members, family members, qualified investors, as well as alumni of HKUST
from families of substantial assets. Class size is limited to allow for open and in depth
interaction. Candidates are selected on their ability to both benefit from, and contribute to, the programme. Each candidate must complete the enclosed application or,
preferably, submit it online through www.campdenipi.com.
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HKUST-Campden IPI — Wealth Management Programme |June 16-19, 2014
Wealth Management Programme
PLANNED TOPICS
Key highlights of this programme include sessions taught by experienced industry
practitioners, professionals and an international faculty.
Mindset of the Asian UHNWI and families
Participants will delve into the various challenges of Asian UHNWI families, and through an in-depth case study on Lee Kum Kee, will take a hands-on approach towards developing solutions that can assist them in developing key strategies in overcoming generational change.
Investing Wealth in the Markets
Participants will have a theoretical view on the financial markets, covering portfolio performance measurement, asset class allocation, and cash flow matching. Through a thorough understanding of these issues, they will then have an opportunity to discuss the common pitfalls in investing, and uncover strategies to avoid costly mistakes within their investment portfolio.
Angel, Venture Capital & Private Equity
Through two intensive case studies from Cathay Capital and the Chevalier Group, participants will have the opportunity to discuss the strengths and merits of various private equity strategies.
Overall Landscape of Private Banking
The final day of the programme will allow participants to use the knowledge learnt to discuss the overall private banking landscape and unearth key challenges being faced by single family offices in Asia, as well as learn how best to utilise the private banker relationship.
Of special interest are an afternoon on art and antique investments by a leading expert from
Christie’s; and an evening on wine investments and wine pairing led by Sotheby’s.
PROGRAMME DATES
Monday 16th - Thursday 19th, June 2014, Hong Kong
PROGRAMME FORMAT
Through class lecture and interactive case work, participants will increase
their depth of knowledge in key areas of wealth management while having
the unique opportunity to meet and work with others who, like themselves,
are part of a family with substantial assets.
HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014
3
Wealth Management Programme
CASE WORK
The use of case studies compels participants to come to terms with a wide range of
investment issues that directly impact all families having significant wealth. Participants will call upon both their own experience, as well as knowledge gained during
the week, to solve the problems presented. Learning is enhanced by the continual exchange among participants who have a common bond—the responsibility of significant wealth.
APPLICATIONS FOR THE WEALTH MANAGEMENT PROGRAMME
Potential candidates for the HKUST-Campden IPI Wealth Management Programme
should complete the enclosed application form or, preferably, submit it online through
www.campdenipi.com. HKUST and Campden IPI will review the applications and
notify candidates within two weeks. Those accepted are sent a confirmation letter,
registration materials and logistics information.
FREQUENTLY ASKED QUESTIONS
What level of financial sophistication do I need to benefit from this programme?
Much of the programme is taught by academic faculty. Fundamental financial concepts will be introduced throughout the programme and it will be intellectually rigorous.
What wealth level do you assume for participants of the programme?
Most relevant to those with a portfolio greater than US $50M.
How will I learn?
Through cutting edge practical research material, real life global case studies, best practices from family members, workshops, active class discussion, networking with your peers and off-site visits.
What is the class size?
A maximum of 30 participants.
Do you recommend accommodation?
Registrants are responsible for the cost of their accommodation. HKUST recommends the Holiday Inn Express Kowloon East or Crowne Plaza Hong Kong East. A shuttle bus will run from the hotels daily.
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HKUST-Campden IPI — Wealth Management Programme |June 16-19, 2014
Wealth Management Programme
PROGRAMME BENEFITS
• Acquire practical wealth management, business strategy, investment
knowledge and skills from a world-class faculty including those with extensive
experience in teaching executive programmes
• Hear first-hand case studies from experienced principals of global family
businesses and family offices
• Gain insight and suggestions regarding the best practices in family
governance and wealth transfer
• Refine your own views of managing risk and setting financial goals in light of
global financial markets, macro- and socio-economic trends
• Learn how to translate these trends into practical business and investment
strategies
• Develop an understanding of modern portfolio management theory &
practices and its applicability to your investment decisions
• Acquire insight into the various performance measurements used in the
selection of your funds and managers in directing the future of your wealth
• Connect with a group of peers who face the same issues as you in managing
substantial assets through a neutral platform for sharing of experiences and
exchange of ideas
• Discover valuable insights on private equity dealings and realise practical
lessons to apply within your organisation
• Uncover the latest in the private banking space, and discuss how best to
maximise the private banker/private investor relationship
HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014
5
Wealth Management Programme
DEMOGRAPHICS
890 UHNW INDIVIDUALS HAVE COMPLETED OUR EXECUTIVE EDUCATION PROGRAMMES FROM 46
COUNTRIES SINCE 1999.
Andorra
Finland
Nigeria
Argentina
France
Panama
Australia
Germany
Philippines
Austria
Greece
Saudi Arabia
Bahrain
Guatemala
Belarus
Honduras
Belgium
Hong Kong (China)
Sweden
Brazil
Iceland
Thailand
Canada
India
Trinidad & Tobago
China
Israel
United Arab Emirates
Colombia
Italy
Costa Rica
Kazakhstan
United Kingdom5% Family Office
Executive
United States
Denmark
Kuwait
Uruguay
23% 40’s
Dominican Republic
Luxembourg
Venezuela
Ecuador
Mexico
29% Wise
El Salvador
Netherlands
Singapore
Spain
Role of Respondents
Age of Graduates
25% 30’s
8% Not D
Role of Respondents
Age of Graduates
Role of Respondents
15% 20’s
95% Principal
All in the Family
ParticipantsIPI Members / Non-Members
15% 20’s
95% Principal
49% Non-members
37 Sets of Siblings
30 Husbands & Wives
25% 30’s
5% Family Office
Executive
52 Parents & Sons/Daughters
51% Members
9 Sons-in-law or Daughters-in-law
23% 40’s
13 Sets of Cousins
29% Wise Beyond Years
All in the Family
Age of Graduates
Age ofofGraduates
Age
Participants
95% Principal
15% 20’s
Role of Respondents
5% Principal
5% Family Office
Executive
% Family Office
Executive
8% Not Disclosed
All in All
the in
Family
the Family
37 Sets of Siblings
15% 20’s
37 Sets of Siblings
30 Husbands & Wives
25% 30’s
49% Non-members
25% 30’s
30 Husbands
Wives & Sons/Daughters
52&Parents
23%
51%40’s
Members
29% Wise Beyond Years
8% Not Disclosed
Attendee’s Overall Rating o
On a scale of 0 to 5 (with 5 be
5 or Daughters-in-law
52 Parents &
Sons/Daughters
9 Sons-in-law
23% 40’s
8% Not
Disclosed
29% Wise Beyond
Years
6 Aunts/Uncles & Nieces/Nephews
9 Sons-in-law
Daughters-in-law
13or
Sets
of Cousins
4.68
4.68
4.70
4.84
4.82
4.72
4.70
4.38
4
13 Sets of Cousins
6 Aunts/Uncles
& Nieces/Nephews
6 Aunts/Uncles & Nieces/Nephews
3
*This data was collected from the Private Wealth Management Programmes at The Wharton
School, University of Pennsylvania; Stanford University and SMU (Singapore Management Universi49% Non-members
ty) since 1999.
2
Attendee’s Overall Rating of the Program
On a scale of 0 to 5 (with 5 being excellent)*
49% Non-members
51% Members
1% Members
6
1
5
4.84
4.82
4.70
4.68 Programme
HKUST-Campden IPI — Wealth 4.68
Management
|June 16-19, 4.72
2014
4
4.38
0
4.70
1999
4.48
2000
4.70
2001
4.83
2002
4.70
2003
4.73
2004
4.76
2005
4.70
2006
Wealth Management Programme
PROGRAMME
JUNE 16
(MONDAY)
JUNE 17
(TUESDAY)
JUNE 18
(WEDNESDAY)
JUNE 19
(THURSDAY)
Family
Investing
(Theory & Practice)
Investing
(Theory & Practice)
Advisors &
Private Office
Mindset of Asian UHNWI
and Families Challenges for Them and
Their Service Providers
Investing Wealth
in the Markets:
Portfolio Performance
Measurement; Asset Class
Allocation; Cash Flow
Matching
Low Risk Investment
Vehicles in Asia
Overall Landscape of
Private Banking
Prof Samuel Liang
Guest Speaker:
Philippe Legrand
London & Capital Asia
Investment Structured
Products (Equity and
Currency, e.g., Principal
Guaranteed and
Accumulators)
Panel Discussion on How
Private Banker Can Help
UHNWI
MORNING
THEME
Prof Roger King
Prof Winnie Peng
Prof Philip Cheng
How to Survive beyond the
3rd Generation Study of Lee Kum Kee
and Li & Fung
Prof Roger King
Prof Winnie Peng
Guest Speaker:
David Lee, LKK
Common Pitfalls in
Investing and Strategies
to Avoid Costly Mistakes:
Investment Portfolio Risk
Management I (Credit
Risks, Interest Rate Risks,
Liquidity Risks, Fx Risks)
Prof Samuel Liang
Guest Speaker:
Philippe Legrand
London & Capital Asia
Prof Philip Cheng
Profitability of Equity
Investing Strategies in Asia
(Hong Kong, Japan, and
South Korea)
Panel Discussion on Single
And Multi-Family Offices
in Asia
Prof Roger King
Prof Samuel Liang
AFTERNOON
THEME
LUNCH
Legal/Tax/Insurance
Investing
(Theory & Practice)
Preserving Family Wealth
and Legacy Across
Generation (Trust/Taxes/
Foundations)
Investment Portfolio Risk
Management II (Overall
Risk Policy, Planning,
Execution and Control)
Guest Speakers:
Katie Graves
Rita Ku
Withers
Prof Philip Cheng
Role of Insurance in Wealth
Preservation
Angel, Venture Capital &
Private Equity
Guest Speaker:
Andrew Bisconte,
AON Limited
Prof Winnie Peng
Alternative/ Exotic
Case Study Cathay Capital:
An Entrepreneurial Private
Equity Fund with a CrossBorder Investment Model
Prof Winnie Peng
Guest Speaker:
Ming-Po Cai, Cathay Capital
Art and Antiques as
Investments
Christie’s
Case Study: Chevalier
Group: Using a Private
Equity “Style” Strategy
to Maximize a Listed
Company’s Value
Prof Winnie Peng
Guest Speaker:
Oscar Chow, Chevalier Group
EVENING
Networking
Drinks/Dinner
Wine Investments and Wine
Pairing Dinner:
Sotheby’s
HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014
7
Wealth Management Programme
HKUST BUSINESS SCHOOL
The Hong Kong University of Science and Technology (HKUST) was established in 1991. HKUST
Business School is recognised as one of the youngest and most respected in Asia. The school is
accredited by Association to Advanced Collegiate Schools of Business (AACSB International). The
programmes are consistently ranked among the very best in the world by international media and
the faculty is considered to be among the most qualified.
In 2013, HKUST Business School’s joint Executive MBA programme with Kellogg School of Management of Northwestern University has been ranked by Financial Times World’s No. 1, five years
in a row.
In 2013, Financial Times ranked HKUST Business School’s full-time MBA No.8 in the world, top 10
for four consecutive years and No. 1 in Asia.
The Executive Education Office specialises in delivering company and open-enrollment programmes that educate and inspire, change mindsets through fresh perspectives, suggest new
strategies and point to solutions, promote leadership and talent development, staff retention and
succession planning. HKUST achieves this by combining the expertise of the Business School’s
world-renowned faculty with input from executive-level specialists from industry and management. Then tailor individual programmes to meet specific needs.
CAMPDEN IPI
For over 27 years, Campden Wealth has operated at the forefront of innovation and best practice in
the global private wealth community. Its family business and family office events held in key cities
around the world, its flagship publications, Campden FB (Family Business) and FO (Family Office)
together with its proprietary research, have all informed and facilitated dialogues between private
investors, financial families and those owning family businesses.
In 2011, Campden enhanced its international reach with its acquisition of the Institute for Private
Investors (IPI), a leading US membership network of significant private investors.
Since 1991, families and private investors have looked to IPI for innovative educational and networking resources. It hosts a series of family wealth events throughout the US, in addition providing access to its secure online member community, Memberlink®. IPI has also been at the forefront
of wealth management education alongside top ranked universities in the US and in Asia.
Together, Campden IPI offers unrivalled support to families and family offices, encouraging meaningful idea exchanges and problem solving with peers around the world, many of whom face the
same issues, concerns and challenges that significant wealth brings irrespective of their regional
and cultural differences.
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HKUST-Campden IPI — Wealth Management Programme |June 16-19, 2014
Wealth Management Programme
FACULTY
PROFESSOR ROGER KING
Co-Academic Director, HKUST
Professor Roger King, PhD, is Adjunct Professor of Finance; and founding and current
Director of the Thompson Center for Business Case Studies and the Tanoto Center
for Asian Family Business and Entrepreneurship Studies at HKUST. He teaches
entrepreneurship and family business at the EMBA, MBA and non-degree executive
level and is a frequent guest speaker on entrepreneurship, family business and corporate
governance.
Professor King was Chairman and Founder of ODS System-Pro Computers Limited;
Chairman of Euro-Asia Shipyard Limited (In 1983, Professor King was the first
individual to establish a joint venture between a foreign entity and the Chinese
National Offshore Oil Company, CNOOC, for offshore drilling in the South China
Sea); Chairman of Pacific Coffee Limited; Chief Operating Officer of Orient Overseas
(Holdings) Limited and President and Chief Executive Officer of Sa Sa International
Holdings Limited, both listed on SEHK; Independent Non-Executive Director of Arrow
Electronics Corporation, listed on the New York Stock Exchange; Independent NonExecutive Director of Sincere Watch (Hong Kong) Limited listed on the Hong Kong
Stock Exchange (SEHK) and a Standing Committee Member of the Zhejiang Province
People’s Political Consultative Conference.
Currently, Professor King is a Supervisory Board Member of TNT Express NV, listed
on Amsterdam Exchange; Non-Executive Director of Overseas Orient International
Limited, listed on the Hong Kong Stock Exchange (SEHK); and Honorary Consul for
the Republic of Latvia in HKSAR. He is the 2011 recipient of the Honorary Fellow from
HKUST.
PROFESSOR VERONIQUE LAFON-VINAIS
Co-Academic Director, HKUST
Professor Veronique Lafon-Vinais is a seasoned market professional with over 20
years of banking and capital markets experience. She has worked in all the major
financial markets, starting with European markets (Paris, London, Madrid), moving
to North America (Chicago) and most recently Asia (Hong Kong).
A seasoned loans and syndications specialist, Professor Lafon-Vinais developed the
secondary market for loans at First Chicago in London and was also involved in the
development of the EMTN market at its inception. She arranged and syndicated
plain vanilla and structured transactions in Europe, the US and Asia for sovereign,
public and corporate entities including the Kingdom of Spain, Republic of Ireland,
Kingdom of Sweden, ICO, ARCO Chemicals, Sinopec, COSCO, Cathay Pacific,
FECSA, Endesa, Motorola and numerous financial institutions.
Professor Lafon-Vinasis is now dedicating herself to education and teaching
as Adjunct Associate Professor, HKUST, where she teaches in the MBA/MSc
programmes as well as in the Finance Undergraduate Programmes, and professional
training and consulting for the finance industry. She has recently been appointed
Associate Director of the Centre for Asian Financial Markets at HKUST.
HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014
9
Wealth Management Programme
FACULTY
PROFESSOR PHILIP CHENG
Professor Philip Cheng is an Adjunct Associate Professor in Finance at HKUST
Business School. He has been an active conference speaker in Australia, Hong Kong,
Beijing, Korea, Taiwan, Bangkok, Kuala Lumpur and Singapore on global financial
topics: Portfolio Risk Analysis, Diversification and Global Investments; Credit Risk
Management; Fixed Income Investments and Markets, among others.
Professor Cheng was the Chief Investment Officer at MetLife Taiwan, a wholly owned
subsidiary of MetLife Inc., New York, the largest Life Insurance Company in the
US. During his 11 years as Chief Investment Officer, he was managing a diversified
portfolio with total assets under management of approximately US$2 billion. Prior
to joining MetLife, he was with JPMorgan-Chase for 21 years in international banking
and investments. He was Vice-President in areas of corporate lending, trade finance,
institutional investment banking and property lending in New York and major Asian
cities.
In April 2012, Professor Cheng published an investment book, 8 Winning Maxims on
Stock Investments: Surviving Investment Crocodiles, and was an instant number one
Best Seller in Hong Kong.
PROFESSOR SAMUEL LIANG
Professor Samuel Liang is currently Associate Director of Value Partner Center for Investing and Assistant Adjunct Professor at Department of Finance at HKUST Business
School. Prior to returning to HKUST, he was Vice President at Global Financial Markets
at DBS Bank (Hong Kong) Ltd. Professor Liang has extensive experience in investing
in real estate and capital markets in the China region and North America. He has also
conducted theoretical and empirical research in systematic risks, market psychology,
liquidity, volatility, market anomalies and stock returns predictability in equity markets around the world. He also supervises the case of “accumulator” of Citic Pacific at
HKUST. He predicted that China would grow at 8-10% a year on average from 2007 to
2017 in September 2007 and that the Yen would appreciate to 90 and then 80 in a couple
of years in March 2008.
Professor Liang obtained his PhD in Finance from School of Business and Management,
HKUST. He received his Master of Engineering in Computer Engineering from University of Toronto and his Bachelor of Science in Computer Science from York University
in Canada.
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HKUST-Campden IPI — Wealth Management Programme |June 16-19, 2014
Wealth Management Programme
FACULTY
PROFESSOR WINNIE PENG
Professor Winnie Peng is Adjunct Assistant Professor in Finance, Associate Director
of the Tanoto Center for Asian Family Business and Entrepreneurship Studies and
the Thompson Center for Business Case Studies at the HKUST Business School. Her
teaching and research interests are corporate finance, corporate governance, private
equity and venture capital, family businesses and entrepreneurship. Professor Peng
received her Bachelor’s degree in Accounting, Tsinghua University, and PhD degree in
Finance at the Hong Kong University of Science and Technology. She is also a graduate
of Harvard Business School Executive Education programme “Private Equity and
Venture Capital”.
CASE STUDIES AND GUEST SPEAKERS
Lee Kum Kee – David Lee – Survive beyond a 3rd Generation
Withers – Katie Graves & Rita Ku – Preserving family wealth and legacy across generations
Aon Limited – Andrew Bisconte – Insurance in wealth preservation
Chevalier Group – Oscar Chow – Using a private equity ‘style’ strategy to maximise a listed company’s value
Cathay Capital – Ming-Po Cai – An entrepreneurial private equity fund with a cross-border investment model
London & Capital Asia – Philippe Legrand – The private banking landscape
Christie’s – Art & Antiques as Investments
Sotheby’s – Paul Wong – Wine Investments
HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014
11
Wealth Management Programme
ADMISSION PROCEDURE
Completed applications should be submitted as early as possible. Candidates will be notified
of acceptance within two weeks. A wait list will be compiled for all late candidate applications.
Application does not guarantee admission; candidates will be selected on their ability to benefit from,
and contribute to, the programme. Entries accepted up to the May 31st, 2014. If you do not receive
confirmation of your application within two weeks, please email education@campdenwealth.com
or contact us by telephone at + 852 3977 0534 or + 601 0810 5721.
TUITION AND FACILITY
Programme fees for the Hong Kong programme are $8,900 for tuition, meals, books, and facilities
fees for the programme. Please visit campdenipi.com to keep fully up to date with programme
and faculty developments.
Accommodation: Registrants are responsible for the cost of their accomodation. HKUST recommends the following hotels. A shuttle bus will run from the Crowne Plaza and the Holiday Inn
Express daily.
Holiday Inn Express Kowloon East
Address:
Tower 4, 3 Tong Tak Street, Tseung Kwan Kowloon, Hong Kong
T. 800 968 688
www.ihg.com/holidayinnexpress/hotels/us/en/hong-kong/hkgke/hoteldetail
Crowne Plaza Hong Kong Kowloon East
Address:
Tower 5, 3 Tong Tak Street, Tseung Kwan Kowloon, Hong Kong
T. 800 968 688
www.ihg.com/crowneplaza/hotels/us/en/hong-kong/hkgtk/hoteldetail
SUBSTITUTIONS, TRANSFERS, CANCELLATIONS AND WITHDRAWALS
Cancellations must be received in writing. Cancellations received more than 45 days prior to a programme’s start date will incur a charge of 10% of full tuition; for cancellations received between 7
and 45 days prior to a programme’s start date, 30% of full tuition will be charged. Cancellations received less than 7 days prior to a programme’s start date will incur a charge of 100% of full tuition.
If a registrant fails to attend without notification, or if a withdrawal occurs on or after a programme
start date, full tuition will be forfeited.
Participants needing to transfer can do so within one year of the start date of the original programme. Requests to transfer received 45 to 7 days prior to the start date will incur a charge of 20%
of the full tuition; requests received within 7 days will incur a charge of 30% of the full tuition. The
remaining balance can be applied to another CIPI Executive Education programme, or refunded,
within one year of the original programme date.
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HKUST-Campden IPI — Wealth Management Programme |June 16-19, 2014
Wealth Management Programme
APPLICATION FORM
As part of the admission process, we ask you to answer several questions. All of your answers are kept in confidence and will not be revealed outside of Campden-IPI and HKUST. It will only be used to evaluate your application and place you on a case study team.
1. How would you objectively rank your general grasp of wealth management issues on a scale of 1-10?
(10 having the highest understanding)
1
2345678910
2. What is your age?
30’s
20’s
40’s
50’s
Wise beyond years
3. What is your role in your family?
Next Generation
Patriarch/Matriarch
Senior Executive/Advisor
4. What are the total assets of the family in US$?
Under $50m
$50-200m
Over $200m
5. Do you currently employ advisors/money managers?
Yes
No
Comments, if any:
6. Have you or your family recently sold a substantial operating company?
Yes
No
Comments, if any:
7. Please indicate your interest in the following aspects of wealth management:
(rate from 1 to 3, with 1 of most importance)
Asset Allocation
Family Governance & Leadership
Evaluating Managers, Measuring Performance
8. What do you hope to achieve by participating in this programme? In what ways do you believe the programme can be most useful to you?
9. Please tell us more about yourself. (Use a separate sheet if necessary)
Please tell us how you heard about this programme.
The IPI website/Memberlink®
Campden Wealth
I am an IPI member
HKUST Business School
I was referred by an IPI member
Other (please explain):
HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014
13
Wealth Management Programme
Application information
Name (Ms. / Mrs. / Mr. / Dr.)
First
address
City
Middle Initial
State / Province
Last / Family
Postal Code/Zip Code
Country
contact numbers
Please include country and area or city code
Home
Fax
Business
Email
billing information
Name (Ms. / Mrs. / Mr. / Dr.)
First
Middle Initial
Company / Business Name
Business address
City
Last / Family
Job Title
State / Province
Postal Code
Country
contact numbers
Please include country and area or city code
Business
Fax
method of payment
Invoice
Visa / Mastercard /Amex
Cardholder’s Name
Bank Transfer
Bank Transfer Details:
Address: HONGKONG AND SHANGHAI
Card Number
BANKING CORP, 1 QUEEN’S ROAD, HONG KONG
Account Name: Campden Wealth Ltd.
Expiry Date
$ Account Number: 634-287163-838
SWIFT: HSBCHKHHHKH
Authorised Signature
Please send your completed application to Gavina Rajendran
Campden Wealth Asia Ltd
Suite 22, 27/F, Worldwide House
19 Des Voeux Road, Central, Hong Kong
Tel: + 852 3977 0534 / +601 0810 5721
Email: education@campdenwealth.com
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HKUST-Campden IPI — Wealth Management Programme |June 16-19, 2014
Wealth Management Programme
WHAT GRADUATES HAVE TOLD US
“Really made me understand and appreciate my own situation and helped me start to think about how I’ll handle all this with future generations.” – Family Business Owner
“An incredible learning experience. It was a real privilege to be taught such important skills by such high calibre professionals.” – Private Investor
“I have developed a much better ability to work with my advisors towards achieving my goals and understanding the process.” – Family Business Owner
“This was the best educational program I have attended. As an individual with no financial background, it gave me the tools to ask the right questions and understand the answers from money managers.” – Family Business Owner
“A very professional, well organised and deeply informative educational program.”
– Private Investor
“An incredible program delivering value for years to come, for me and my family.”
– Principal, Family Office
HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014
15
HKUST Business School
Executive Education
The Hong Kong University of Science and Technology
3/F Lee Shau Kee Business Building
Clear Water Bay, Kowloon, Hong Kong
Campden Wealth Asia Limited
Suite 22, 27/F Worldwide House
19 Des Voeux Road
Central, Hong Kong
Tel: + 852 3977 0534
education@campdenwealth.com
www.campdenipi.com