News & Media

2026 I&M Global Macro Allocation Insights Forum | Beijing, 18 September 2026

2026 Global Macro Allocation Insights Forum — First Plus Asset Management

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

Registration QR code

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 LuFirst Plus

Yang Lu

Chief Executive Officer

First Plus Asset Management Pte. Ltd.

Elena ZhouFirst Plus

Elena Zhou CFA

Chief Investment Officer

First Plus Asset Management Pte. Ltd.

Rupeng Chen

Rupeng Chen

Head of Marsh Investment (North Asia)

Marsh

Jack Yuan

Jack Yuan CFA

Investment Director

Marsh China

Penny Chen

Penny Chen

General Manager

Pictet Private Fund Management (Shanghai) Ltd.

Yvaine Chen

Yvaine Chen

Senior Editor & Strategy Analyst

Morningstar

Grace Chiu

Grace Chiu

Managing Director

Direxion Asia Limited

Edward Fang

Edward Fang FRM

Assistant CMO & Head of ESG

Neuberger Berman Fund Management (China)

Otto Choi

Otto Choi CFA, CAIA

Head of China and Hong Kong Institutional Business Development

Amova Asset Management Hong Kong Limited

Wenqian Hu

Wenqian Hu

Head of Fixed Income, Asset Management Department

Haitong International Securities Group Limited

Weiping Lin

Weiping Lin

General Manager

HD Investment Management (Shenzhen)

Jason Ye

Jason Ye CFA

Senior Director, Factors and Dividend Indices

S&P Dow Jones Indices

Fei Shen

Fei Shen

Investment Solution, Greater China

P/E Investments

Shengzu Wang

Shengzu Wang PhD

Global Head of Asset Management

Haitong International Securities Group Limited

Xiaolong Zhang

Xiaolong Zhang PhD

General Manager of Asset Allocation Department, Fund Manager

Manulife Fund Management

Xueshi Bai

Xueshi Bai CFA

Head of Global Strategy Department

Sunshine Asset Management

Kenji Hashizume

Kenji Hashizume CMA

Chief Investment Officer

Sumitomo Mitsui DS Private Fund Management (Shanghai) Co., Ltd.

Joanne Siu

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.

Registration QR code

Co-Sponsors

Co-Hosts