FOAHK 2024 Case Competition
Alternative Investment Portfolio Management


The FOAHK is an independent family office trade association established in November 2020. As a nonprofit consultative industry body, we represent family offices serving ultra-high-net-worth (UHNW) individuals and their families on governance, legislative, and regulatory matters.

By connecting and facilitating collaboration between family offices, governments, professional parties, and other relevant industry bodies in Hong Kong and overseas, we aim to strengthen Hong Kong as the region’s family office hub, attracting and retaining investment and top talent for the industry.

Since our establishment, the FOAHK has been dedicated to fostering talent development. Through our annual family office case competition, we aim to allow students to develop a better understanding of how family offices operate, how family offices respond to higher regulatory mandates, and explore career in the family office ecosystem, including private banking, investment banking, asset management, FinTech, etc.

We strive to nurture young talent, new joiners of family offices, and the next generation of family businesses.

Program Information

FOAHK 2024 Case Competition provides an opportunity for students to gain insights into the growing family office industry and the trends in sustainable investment in Asia. Through the case competition, students are able to discover what it takes to work as a relationship manager in a multi-family office.

Who We are Looking for:

· Full-time undergraduate students from all majors across the globe are welcome.

· Students from different universities within the same region may form a team. However, cross-region teams are not permitted.

·  Each team must consist of 3-4 students and submit one online registration form before 8 December 2023.

Each team must nominate a team captain who will be responsible for submitting the registration and receiving all competition material.

Competition Highlights:

Interview opportunities with 13+ leading asset management and investment firms

On-site visit opportunities to top private banks, investment banks, asset management firms, investment service firms, etc

· Networking event with regulators, FOAHK members, and renowned industry professionals

· One-on-one consulting opportunity with expert mentors

· Exclusive training webinar on the family office ecosystem, portfolio management, and quantitative investing

· Full scholarship for professional courses

· Certificate and letter of recommendation from the FOAHK

Key Timeline
Exclusive Webinar
To be announced
Zoom Webinar

Introduction to Quantitative Investing

Dr. Eric Pan
Pandtong Quantitative Research
Chief Investment Officer

Portfolio Management & 2024 Market Outlook

Ms. Jessica Huang
VMS Group
Portfolio Management Specialist, Private Equity Investment
Round 1
11 Dec 12:00pm - 18 Dec 12:00pm HKT
PowerPoint Deck
Round 2
12 Jan 12:00pm - 26 Jan 12:00pm HKT
PowerPoint Deck & Presentation
Interview Opportunities with

Case Competition finalists will earn interview opportunities with 13+ asset management firms:

Wisdom Family Office
Topaz Family Office
Raffles Family Office
Carret Private Capital Limited
Fountainhead Partners
Goldhorse Capital

VMS Group
Avenue Family Office Limited
Century City International Holdings Limited
EG Management Limited
Ever-Long Group
Raffles Family Office
Mentors & Judges

Judging Panel

Government representatives from
Financial Services Development Council
Mr. Grant Ko
FOAHK & Wisdom Group Holdings
Chair of Education & Research of FOAHK |
Chairman of Wisdom Group Holdings
Mr. Neil Tan
FinTech Association Hong Kong
Mr. Benson Wong
International Private Bank
Managing Director, Head of Client Digital
Mr. Sandro Treier
Julius Baer
Head of Intermediaries Greater China
Mr. Andrew Lee
Capital Group
Investment Director
Mr. Jacky Su
Investment Director

Industry Mentors

Ms. Jennifer Hsieh
Private Wealth Management Association
Executive Director
Ms. Tammy Thomas
Alternative Investments Specialist
Ms. Hongling Rao
CITIC Securities
Managing Director
Mr. Jonathan Lin
National Taiwan University | Andra Capital
Professor | Partner
Ms. Stephanie Joeson
Janus Henderson Investors
Director, Intermediary Sales
Ms. Sueann Yeo
Head of APAC PWM Client Relations and
Capital Raising
Application Deadline

Register by submitting this application form by 8 December 2023, 12:00PM (HKT).

Contact us

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