Insights & Mandate (I&M) is a media platform for licensed institutional investors across Asia Pacific, including sovereign wealth funds, pension funds, insurers and mutual funds. Together with Marsh, one of the world's largest investment consulting firms, I&M will co-host the 2026 Global Macro Allocation Insights Forum, part of its Insights Forum Series. The forum will take place on 18 September 2026 at The Ritz-Carlton, Beijing, Financial Street. First Plus Asset Management is honoured to co-sponsor the forum alongside Guotai Haitong.
First Plus will be represented at the forum by our Chief Executive Officer, Mr. Lu Yang, and Chief Investment Officer, Ms. Zhou Zhizhu. They will join leading experts in global macro allocation to discuss asset allocation strategy, the global economic outlook and cross-asset opportunities, and to share how First Plus approaches allocation in an era of divergence. We warmly invite fellow investment professionals to join the conversation.
Scan the QR code below to register
On 18 September 2026, Insights & Mandate (I&M) will co-host the 2026 Global Macro Allocation Insights Forum, part of its Insights Forum Series, together with Marsh, one of the world's largest investment consulting firms, at The Ritz-Carlton, Beijing, Financial Street. We warmly welcome licensed professionals and institutional investors working in asset allocation and macro research to join us.
Topics for our discussion include:
- The Future of the Global Economy in a Changing World Order
- Navigating Extreme Market Fluctuations: Macro-Based Allocation Strategies between Developed and Emerging Markets
- Key Trends Shaping Global Asset Allocation in 2026 and Beyond
- Global Macro Factors Affecting Fixed Income: Where Is Relative Value Most Appealing in Credit Today?
- Institutional investors' Preferences on Asset Classes and Investment Themes: from a Global Perspective
- Emerging AI-Related Risks in Global Macro Allocation
- Effective Strategies for Managing Currency Risk in Global Allocation
- In an Uncertain Macroeconomic Environment, When Does it Make Sense to Adjust Your Allocation Strategies?
- Risks and Opportunities Lie in Global Macro Allocation Over the Coming Year?
and more…
Our Speakers

Yang Lu
Chief Executive Officer
First Plus Asset Management Pte. Ltd.

Elena Zhou CFA
Chief Investment Officer
First Plus Asset Management Pte. Ltd.

Rupeng Chen
Head of Marsh Investment (North Asia)
Marsh

Jack Yuan CFA
Investment Director
Marsh China

Penny Chen
General Manager
Pictet Private Fund Management (Shanghai) Ltd.

Yvaine Chen
Senior Editor & Strategy Analyst
Morningstar

Grace Chiu
Managing Director
Direxion Asia Limited

Edward Fang FRM
Assistant CMO & Head of ESG
Neuberger Berman Fund Management (China)

Otto Choi CFA, CAIA
Head of China and Hong Kong Institutional Business Development
Amova Asset Management Hong Kong Limited

Wenqian Hu
Head of Fixed Income, Asset Management Department
Haitong International Securities Group Limited

Weiping Lin
General Manager
HD Investment Management (Shenzhen)

Jason Ye CFA
Senior Director, Factors and Dividend Indices
S&P Dow Jones Indices

Fei Shen
Investment Solution, Greater China
P/E Investments

Shengzu Wang PhD
Global Head of Asset Management
Haitong International Securities Group Limited

Xiaolong Zhang PhD
General Manager of Asset Allocation Department, Fund Manager
Manulife Fund Management

Xueshi Bai CFA
Head of Global Strategy Department
Sunshine Asset Management

Kenji Hashizume CMA
Chief Investment Officer
Sumitomo Mitsui DS Private Fund Management (Shanghai) Co., Ltd.

Joanne Siu
Head of Intermediary Client Coverage for Greater China
State Street Investment Management
More guest speakers are coming
Register
If you wish to attend this event, please request a free or paid ticket by emailing [email protected]. Be sure to include your full name, job title, company name and contact information for our records.
You may also apply for a free or paid ticket by scanning the QR code below and submitting the required information.
Co-Sponsors
Co-Hosts
For full event details, visit http://www.imassetallocation.com/