Transforming Family Office Risk Management

Speakers:

Michael Tung, CEO, Rockpool Capital

Miranda Tei, Investment Director, Ferretto Capital

TL Lim, Partner, Mayer Brown


Moderator:
Marie Gervacio, APAC Risk & Regulatory Leader, Ankura Consulting


Transforming Family Office Risk Management 

We have recently seen a spike in interest related to Family Offices, especially in the wake of the Archegos collapse earlier this year. At this event we will examine whether Family Offices have the right governance, technology, and people to manage risk as they try to protect and grow their assets – and as they transition to the next generation.

Join us for this panel discussion on “Transforming Family Office Risk Management” with these experts across the Family Office ecosystem. They will present their views on the current state of risk management, including increasing challenges from fraud risk to cybersecurity to succession planning.

 

About the speakers

 

 

As CEO of Rockpool Capital, a multi-family office, Michael leads the development and execution of the firm’s strategies and drives company growth. Michael has more than 18 years of investment experience across Greater China and the United States. Prior to Rockpool Capital, Michael was a Partner at Oski Capital Group and Managing Partner at Red Sails Investments, a diversified venture capital and private equity partnership.

 

Miranda currently works as an investment director in Ferretto Capital, a Single Family Office that was recently set up. She helps develops the investment strategy of the company as well sourcing and diligencing investment targets. Prior to joining both Creative Ventures and Ferretto Capital, Miranda worked for over a decade on the equity trading floor at several global investment banks as a sales trader, as well as a derivatives and Delta1 specialist. After she left banking she joined the investment team at a cryptocurrency fund. Miranda holds a Bachelors of Commerce degree and is also a Chartered Accountant and Chartered Financial Analyst.

TL Lim is a partner in the Hong Kong office of Mayer Brown's Insurance and Reinsurance and Cybersecurity & Data Privacy practices. TL has extensive experience managing and coordinating cyber security incidents faced by clients as well as deploying external IT forensic experts to investigate and contain the breach and rehabilitate the IT system.  Over the last two years, he has been involved in some major and high profile ransomware attacks, most notably involving REvil / Sodinokibi.  He also conducts cybersecurity and data breach drills for clients to increase their awareness in the event of a cybersecurity attack.

 

 

About the moderator

Marie Gervacio is a Senior Managing Director with over 20 years of consulting and audit experience in the financial services industry. She is based in Hong Kong and has served clients throughout Asia-Pacific since 2004. Marie primarily focuses on risk & control, governance, fraud, and financial crime, and is a frequent event speaker and panellist at industry body forums and client workshops in Hong Kong and across the region.

Marie’s recent article on Family Office risk provides a teaser to the discussion – shouldn't Family Offices borrow risk management practices from regulated entities, whether they are regulated or not? You can access the Regulation Asia article here: Family Offices Should Start Behaving Like Regulated Entities.

 

This event is hosted by David Graham.

Ticket includes a full hot English breakfast buffet.

 Please note that Business Attire is required by the Hong Kong Club - collared shirts must be worn by men, and jeans, sandals and sports shoes are not permitted. To see the full list of club rules on dresscode, please click here.

 

Please note that Hong Kong Club will require guests to be fully vaccinated 14 days prior and proof of vaccination.

Please ensure that you have the vaccination record on hand in either digital or printed form so that you can scan the QR code which is required by the Government when entering the venue.

Guests who are not in possession of the necessary vaccination documents will not be able to enter the venue.

 

 

Pricing

  • Member: HK$480
  • Non-Member: HK$600
  • Y-Network Member: HK$380
  • Start-up Member: HK$380

 

Terms & Conditions

  • Reservations in advance are required. Please consider your booking confirmed unless notified otherwise.
  • Cancellations must be made in writing 24 hours prior to the event. No shows will be charged.
  • This event is closed to the media.
  • The event will be cancelled if the No.8 Typhoon signal or the Black Rain Storm warning is in force.
  • By attending this event, you agree to be photographed, recorded, and/or filmed and give permission to use your likeness in promotional and/or marketing materials.
  • For further information please email [email protected]
  • All payments for this event need to be settled by credit card through PayPal. Please note you do not need a PayPal account to complete payment.
When
11/17/2021 8:00 AM - 9:15 AM
China Standard Time
Where
Victoria Suite, The Hong Kong Club 1 Jackson Road Central

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