
Beyond Traditional Assets: Crypto Investment Opportunities for Family Offices
(CODE: 250528LU-CEX)
CPT/CE Eligibility (A Recognized CPT Provider)

CPT hour(s) | 1 |
PL (CE) hour(s) | 1 |
RBV CPD hour(s) | 1 |
Rating: General
Material presented will be basic and of interest to a general audience having no background in the area.
Join us for an insightful panel discussion focused on the dynamic world of cryptocurrency investments specifically curated for family offices. As traditional asset classes encounter heightened volatility, the cryptocurrency market emerges as a compelling alternative, offering unique opportunities and challenges. This event will convene industry experts and thought leaders who will share their perspectives on effectively integrating cryptocurrencies into family office portfolios.
Attendees can expect to gain valuable insights into essential topics such as risk management, regulatory compliance, and the latest trends shaping the digital asset landscape. This is an excellent opportunity for family offices to enhance their investment strategies and stay ahead in the rapidly evolving financial environment. Don’t miss the chance to learn from the best and network with peers in this growing sector.
About the Speakers

Marco Lim
Web3 Partner
Solowin Holdings
Marco is now working with Solowin Holdings (SWIN.US), a NASDAQ-listed comprehensive financial firm with a suite of regulated cryptocurrency services. We act as participant dealer for crypto ETFs by ChinaAMC and Harvest Asset Management.
He is also the founding partner of MaiCapital, one of the first SFC licensed virtual assets fund manager which was later acquired by two Hong Kong listed company 1140.hk, 290.hk and Solowin. He remains as a shareholder and advisor to the board for Maicapital.
Maicapital manage an active crypto hedge fund and advising a crypto liquid fund of fund which I am a LPs of. We also hosting other crypto funds under our licensed crypto platform.
Prior to crypto Marco was at Goldman Sachs running their eFX business in Asia.

Michael Wong
Director
MP Capital Management Limited
Michael Wong is a Director at MP Capital Management Limited, a single Family Office. MP Capital adopts a global macro strategy with multi-asset class investments, such as equities, fixed income, commodities, derivatives and alternatives.
Mr. Wong has more than 15 years of investment experience in the financial industry. He is responsible for investment strategies, risk management, capital management and general management of the company.
Mr. Wong graduated with an EMBA from the University of Chicago, Financial Engineering program from Stanford University, and a BBA in Finance from University of San Diego.

Ray Wong
Founder
Asymmetry Capital
Ray is Founder of Asymmetry Capital, a veteran investor in emerging technologies, with a proven track record that includes investments in multiple Web3.0 unicorns. Asymmetry Capital was awarded Web3 Asset Management Firm of the Year.
As a global keynote speaker, he was previously featured in China Daily, China Tonghai Securities, ET Now, Cambridge, Davos, Yahoo Finance & other news outlets. In addition to his investment banking experiences at Credit Suisse and Morgan Stanley, Ray is also a former executive in a publicly listed company. Ray is Founder of Asia Web3 Association, Board Director of Hong Kong Smart City Association and Steering Committee member of Asia Tech Entrepreneurship Competition.
Ray obtained his MBA degree from Cornell University and Master’s degree in engineering from Carnegie Mellon University.
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Rating
General – Material presented will be basic and of interest to a general audience having no background in the area.

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon. Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates. Please contact CFA Society Hong Kong at events@cfahk.org to register.
Remarks
- Registration is requested, no walk-in will be entertained.
- Only registered participants are allowed to stay and attend the event.
- Please take good care of your belongings. CFA Society Hong Kong is not responsible for any personal loss.
- If you have any discomfort or flu symptoms, please DO NOT participate in the captioned activity.
- In the event of a dispute, the decision of CFA Society Hong Kong shall be final and binding.
- The event organizers reserve the right to change the format, date of the event due to unforeseen circumstances without prior notice.
- To qualify for CPT/CE hours, all participants must attend the full event. After the seminar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
- CFA Societies Global Passport Program Eligible.
- The event will be conducted in English.
- For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
- Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email. Notices will also be posted on Society’s website. Please stay alert with our notifications.
- Please note that no request for an attendance letter will be processed after the event date & registration deadline.
- For members, non-members & guests, registration is only confirmed upon receipt of payment.
- To cope with the growing trend of going cashless, cash and cheque payment is strictly not accepted. Please ensure the online payment is successfully completed, otherwise, the registration may not be processed.
- Registrations should be paid in full before the commencement of the event. Immediate payment is required upon email confirmation. Should the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
- Full amount will still be charged for no-show or enrolment made after 26 May 2025.
- An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before 26 May 2025. All cancellation requests must be made in writing and be confirmed by email from Society Hong Kong.
- Refund of the event fee (less an administration fee of HK$50 per person) will be given for cancellation received on/before 26 May 2025.
– For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. - No refund will be given for cancellation received after 26 May 2025.
- Substitutions are allowed. Please notify us prior to the event. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.
Personal Information Collection Statement
- Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.
- CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
- The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.