The HKUST Roger King Center for Asian Family Business and Family Office successfully hosted the latest module of its signature program, “HKUST Global Family Leader Succession Program: Family Investment Strategy: Value Return and Impact”.
This gathering brought together a global cohort of multi-generational family members for a deep dive into the essence of family capital. Led by the Center’s Senior Advisor, Prof. Roger KING, and Director, Prof. Winnie PENG, the program provided a purely practitioner-led environment where the dialogue remained strictly on the buy-side, focusing entirely on the authentic logic and generational perspectives of long-term family wealth management.
The curriculum was brought to life by a distinguished group of family investment masters and families, including Mr. Oliver P. WEISBERG, CEO of Blue Pool Capital, Dr. LIANG Xinjun, Co-founder of Fosun Group and Chairman of Xin Family Office; alongside other seasoned principals and CIOs, who provided direct, hands-on mentorship, sharing the sophisticated wisdom distilled from managing substantial family assets. Over three days, families from diverse regions moved beyond theory to master the practicalities of aligning values with strategic investment, concluding a truly rewarding and enlightening journey together.
The program received overwhelmingly high ratings and positive feedback from participants:
- A second-generation member of a Hong Kong family emphasized: “I deeply realized the vital importance of establishing a solid family investment logic. The curriculum not only helped me balance financial returns with social impact in our investment strategy but also delved into the microscopic details of practical execution.”
- The founder of a Chinese Mainland family business said, “Through multi-dimensional case studies and deep exchanges with like-minded peers, I discovered the ‘code’ to building a competitive moat in asset management. It is not just about managing wealth—it is about enhancing self-awareness in a dynamic market to achieve the dual transmission of family mission and social value.”
- A second-generation member of a Colombia family said: “This program has been a journey of profound cross-cultural inspiration. It not only allowed me to deeply appreciate the family investment landscape in Asia and across the globe but also provided a clear roadmap for my future succession and asset allocation through a deep deconstruction of the balance between returns and impact.”