Day 3 | May 23, 2025
Macao

Venue: The Venetian Macao

08:00 - 10:30 Registration

07:30 - 12:00 Morning Activities (Prior registration is required)

• 7:30 - 8:30 Yoga / Mindfulness

  VENUE: Venetian Macao Florence Meeting Room 2205-2206

• 8:30 - 9:45 Investor Breakfast - In Partnership with BEYOND Expo

  VENUE: VIP Lounge

• 8:30 - 9:45 Pickleball & Networking

  VENUE: Stage D

• 9:30 - 10:45 "Opportunities and Challenges: Navigating Japan's Investment Landscape for Family Offices" - In Partnership with Fin.City Tokyo (30 Seats ONLY)

  VENUE：Venetian Macao Florence Meeting Room 2305-2306

• 11:00 - 12:00 Rising Legacy Builders Workshop - Columbia Business School (30 Next-Gens ONLY)

  VENUE：Venetian Macao Florence Meeting Room 2305-2306

13:00 - 18:00 BEYOND Wealth Summit 2025 Day 1

Venue: Stage W - Venetian Macao

13:00 - 13:15 Opening Remarks | BEYOND Wealth Summit 2025

Kick off the summit with an inspiring introduction to the themes and vision for 2025.

13:15 - 13:45 Global Landscape of Industrial AI

"AI’s Industrial Revolution: Transforming Economies, Driving Opportunities"
Discover how Artificial Intelligence is reshaping industries worldwide, from manufacturing to logistics, and creating groundbreaking efficiencies. This session will explore the economic and investment potential of industrial AI and its role in building smarter, more sustainable futures.

• Moderator: Jerry Shi, Founder & Managing Partner, Synergis Capital

• Bjoern Von Siemens, Founder and CEO, Caresyntax

• Farzi Yusufali, Co-founder, StratumAI

• Henry Chen, Founder/CEO, Sapien AI

13:45 - 14:15 Digital Assets

"The New Wealth Frontier: Unlocking the Potential of Digital Assets"
Uncover the evolving role of blockchain, cryptocurrency, and tokenization in wealth management. This session will highlight strategies for leveraging digital assets to preserve wealth, drive growth, and diversify portfolios in an increasingly digital economy.

• Moderator: Vivien Khoo, CEO & Managing Director, Private Wealth Management Association (PWMA)

• Anthony Bassili, Head of Allocators & Tokenization, Coinbase

• Anna Liu, CEO, HashKey Tokenisation

• Bing Zhang, Managing Director, Avenir Group

14:15 - 14:45 Deeptech

"Investing in the Frontier: Strategies for Capturing Deeptech Opportunities"
Explore the transformative potential of deep technologies such as quantum computing, artificial intelligence, and advanced robotics. This session will focus on crafting forward-thinking investment strategies to capitalize on these groundbreaking innovations while navigating the risks and uncertainties of frontier markets.

• Moderator: Joe Qiao, CIO, Globaltec Capital

• Morgan Samet, Managing Partner & Co-Head. Lingotto Innovation

• Herry Han, Founding Partner, Soul Capital

14:45 - 15:15 CIO Insights: Global Asset Allocation

"Mastering Uncertainty: Navigating the Global Markets of 2025"
Join top Chief Investment Officers as they share exclusive insights into the complexities of global markets. Learn how to optimize portfolios, mitigate risks, and capitalize on emerging opportunities in today’s rapidly evolving economic landscape.

• Moderator: James Aiello, Cofounder & Co-Chair, Greenwich Economic Forum

• Vivian Hao, Managing Director, Sun Hung Kai & Co. Ltd.

• Rei Aiba, Co-Founder & Managing Partner, Simplex Heritage

• Alice Zhang, Investment Partner, JUE Capital

15:15 - 15:30 Tea Break

15:30 - 16:00 Future of Consumer Investing

"Capturing Tomorrow’s Consumer: Trends Shaping the Future"
Dive into the fast-changing world of consumer markets, from tech-enabled experiences to shifts in retail and lifestyle spending. Gain actionable insights on where the next big opportunities lie in consumer-focused investing.

• Moderator: Alex Ma, Principal, AO Holdings

• Jimmy Jin, Managing Director, L Catterton

• Chen Geng He, Cofounder & Managing Partner, Dayone Capital

• Xiaolin Zhang, Venture Investment Director. L'Oréal North Asia

16:00 - 16:30 Energy Transition

"The Future of Energy Tech: Betting on Innovation to Accelerate the Transition"
From next-generation solar panels to AI-powered energy grids, technology is at the heart of the energy transition. This panel will explore how family offices can identify and invest in groundbreaking energy technologies that could transform the global energy landscape..

• Moderator: Jon Creyts, CEO, Rocky Mountain Institute (RMI)

• Huifeng, Zhang, Head of Corporate Sustainability at HSBC Asia Pacific

• Dr. Xiaohua Zhang, Senior Director at ClimateWorks Foundation

16:30 - 16:50 Fireside Chat with Metta World Peace: Journey of Legacy

"From the Court to the World: Metta World Peace on Building a Lasting Legacy"
Join NBA legend and philanthropist Metta World Peace as he shares his remarkable journey of personal growth, philanthropy, and wealth-building. Gain inspiration from his story of turning challenges into opportunities and building a legacy that extends far beyond the basketball court.

• Moderator: Derek Fok, Director at Fok Ying Tung Foundation | Advisor, Merit Asset Management

• Metta World Peace, Chairman, Artest Management Group

16:50 - 17:50 Highly Curated Debate: Profit vs. Purpose - Can they coexist or must we choose between them?

Debate Motion: Resolved: Purpose and profit must remain separate to maximize the "returns" of each
This will be an Oxford-Style live debate, with a twist. The debate is designed to provok, challenge, and ultimately expand thinking around the role of capital in shaping the furture.

Moderator: Sandra Laney, PhD., President, Strategic Journey Lab.

FOR the motion: You believe profit-seeking activities and purpose-driven initatives should reamin separate for calrity, performance, and integrity.

• John Park, CIO, Naviator Global

• Enna Weng, Partner, Kendall Capital Partners

Against the motion: Purpose and profit can and must be pursued together for maximum impact and sustainability.

• Elaine Chow, Managing Principal, Trinity Capital

• Mahesh Harilela, Convenor, Family Council of the Harilela Group

Surprise Postion

• Michael Li, CEO, Sanmi INTL, Holding Ltd.

• Stella Cheng, Cofounder/Chairman, Haiqi Group

Observers:

• Gaia Marchisio, Faculty Director, Columbia Business School

• Ruth Shapiro, Cofounder & Chief Executive, Centre for Asian Philanthropy and Society (CAPS)

17:50 - 18:00 Conclusion of Day 1

18:30 - 19:00 Cocktail Reception

18:30 - 21:30 VIP Private Dinner (By Invitation Only)

Venue： Wynn Palace Grand Theater (1/F at Wynn Palace)

"Prosperity Banquet: A Menu of Legacy"
Experience an exclusive evening of inspiration, connection, and celebration at the Prosperity Banquet. This carefully curated dinner unites visionaries and changemakers to honor the true meaning of prosperity—building wealth with purpose, shaping innovation, and creating lasting legacies. Over a refined menu, engage in meaningful conversations and explore how to drive impact across generations. Celebrate the values that define success and the actions that secure a brighter future.

21:30 - 23:00 After Party