Date: September 29, 2026

Venue: JW Marriott, Hong Kong

 

About the Agenda

The agenda has been written with the help of leading CIOs, asset managers and other key industry stakeholders. It has been devised to put the needs of attendees first by delivering sessions that generate interaction, sharing of experiences and ideas and shaping of best practice.

Panel discussions

Participants can engage in dynamic group discussions with senior industry leaders as they explore current issues and challenges during panel sessions. This is an opportunity for attendees to ask pressing questions and gain valuable insights from experienced professionals. Each session provides actionable takeaways and diverse perspectives, ensuring attendees leave with impactful insights into investment opportunities

Roundtables

These interactive discussion groups are thoughtfully designed to engage all attendees, featuring a host facilitating the conversation and promoting the topic. Each 60-minute session fosters an environment that encourages open dialogue and the free exchange of insights among participants.

To view the full agenda, download here:

08:15

Registration and networking breakfast

08:55

Welcome reception

09:00

Keynote:

RBC regime implementation and amendments

The keynote will examine Hong Kong’s Risk-Based Capital framework, with amendments under the Insurance (Valuation and Capital) Rules effective 31 December 2026. Preferential treatment for infrastructure and green bonds will reshape portfolios, while new rules for crypto assets and stablecoins balance innovation with stability. Reinforced countercyclical tools and the three‑pillar RBC structure highlight the regime’s role in strengthening resilience and transparency.

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09:30

Panel discussion:

CIO led innovation spotlight: Insurance integrated investment strategies

This session explores integrated insurer portfolio strategies, with three asset managers each given six minutes to present approaches on duration matching, capital efficiency, and liquidity optimisation. Their outcome focused pitches, covering ALM alignment, solvency treatment, and stress tested liquidity buffers, will be challenged in a 15 minute Q&A with CIOs.

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10:15

Panel discussion:

Managing geopolitical and macroeconomic risk in insurer investment strategies 

This session looks at how insurers can adapt portfolios to global uncertainty. Panellists will discuss practical approaches to managing geopolitical shocks, inflation, interest‑rate volatility, and regulatory change, highlighting tools for resilience, risk‑adjusted returns, and long‑term competitiveness in complex markets.

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11:00

Networking break

11:30

Panel discussion:

Practical portfolio strategies for energy transition investing

This panel discusses how insurers and asset managers can embed energy transition assets into diversified portfolios. Conversation will focus on cash‑flow investments, liquidity and duration management, inflation‑linked instruments, and renewable infrastructure allocation. Panellists will share risk‑adjusted frameworks, hedging techniques, and practical approaches to balancing solvency with decarbonisation exposure amid regulatory and macroeconomic shifts.

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12:15

Morning roundtable discussions

  1. Capital and governance lessons from recent regulatory changes
  2. Collaborating with asset managers to build insurance-focused investment strategies   
  3. Optimising wealth transfer: Life insurance applications for highnet worth portfolios
  4. Financing the energy transition: Where risk meets return 
  5. Investing in Greater China and ASEAN with local partners; managing state-entity relationships 
  6. Reinsurance and risk transfer strategies for capital efficiency 
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13:15

Networking lunch

14:00

Afternoon roundtable discussions

  1. Capital and governance lessons from recent regulatory changes
  2. Collaborating with asset managers to build insurance-focused investment strategies   
  3. Optimising wealth transfer: Life insurance applications for highnet worth portfolios
  4. Financing the energy transition: Where risk meets return 
  5. Investing in Greater China and ASEAN with local partners; managing state-entity relationships 
  6. Reinsurance and risk transfer strategies for capital efficiency 
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15:00

Roundtable summaries

Key takeaways from discussions, presented by roundtables hosts.

15:30

Networking coffee break

16:00

Panel discussion:

Private credit and alternatives: Exploring opportunities for insurers

As insurers balance allocations across private credit, private equity, hedge funds, and real assets, liquidity demands remain front of mind. This discussion will examine notice periods, gates, senior tranches, and approval processes that shape investment decisions.

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16:45

Panel discussion:

Insurance ALM In Hong Kong: Navigating HKRBC, risk mitigation and capital efficiency

This discussion looks at how Hong Kong’s Risk-Based Capital regime is reshaping insurer asset allocation by prioritising solvency, resilience, and efficient capital use. Derivatives, duration matching, and liquidity buffers mitigate key risks, while portfolio frameworks balance yield with liability obligations. With evolving regulations, ESG integration, and digital tools, asset–liability management is being redefined for greater precision and adaptability.

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17:30

Closing address and networking drinks 

19:00

Invitation-only CIO dinner (sponsor supported) 

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