Generating Alpha with ETFs

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 241106LU-CEX)

Exchange traded funds (“ETFs”) have become essential building blocks for constructing diversified investment portfolios, the global ETF market has achieved record net inflows for five consecutive years, and global inflows into ETF are on course to surge to new record highs this year, growing in relevance among both retail and institutional investors. ETFs are flexible tools that can be accessed for traditional beta exposure or utilized as precision tools to tailor bespoke outcome-driven investment solutions. At this luncheon, we will have Christopher Hamilton, Invesco head of Client Solutions, Asia Pacific ex Japan and Chris Crea, Invesco ETF Strategist to address the following:

1. How ETFs are being used by different investors today?
2. How can ETFs help investors meet investment outcomes?
3. How can investors generate Alpha in ETF spaces?
4. How can investors incorporate style factors into their portfolios?
5. What are the challenges with using factor ETFs to solve for outcomes and how can investors navigate this space?
6. Latest ETF global trends and how can investors adapt to the changes?

Sandwiches and drinks will be served at the event.

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About the Speakers

Christopher Crea
Associate Director, ETF Strategist
Invesco

Christopher Crea joined Invesco in 2022 and is responsible for promoting the global Invesco ETF range to clients across Asia Pacific. Chris previously worked for BlackRock as part of the APAC Portfolio Consulting team where he constructed multi-asset portfolios, predominantly in ETFs, using a risk lens to meet client investment outcomes. Prior to this, Chris was part of the iShares ETF and Indexing product team based in Australia where he developed, launched, and maintained new and existing ETFs. Chris holds a B.Sc. in Physics and a Postgraduate Certificate in Applied Statistics, both from Macquarie University, Sydney, Australia.

Christopher Hamilton, CFA®, CAIA
Head of Client Solutions, Asia Pacific ex Japan
Invesco

Christopher Hamilton is Head of Client Solutions, Asia Pacific ex Japan, for Invesco’s Investment Solutions (IIS) team. In this role, his responsibilities include guiding clients on asset allocation and portfolio construction and implementing customized multi-asset investment strategies. He leads the engagement effort for key institutional investors and financial intermediaries to formulate outcome-oriented investment solutions tailored to client-specific dimensions.

Mr. Hamilton joined Invesco in 2015. Prior to assuming his current position, he served as head of portfolio advisory and senior solutions strategist for IIS, where he was responsible for providing multi-asset portfolio construction research and guidance and custom investment solutions to institutions and wealth management intermediaries across North America. Previously, Mr. Hamilton was director, portfolio advisory for IIS, where he built and led the advisory solutions platform in North America. Before joining the firm, he was director of business analysis for Phillips 66, where he engaged in merger, acquisition, and divestiture efforts, and capital markets activities. He also held multiple investment management roles for Bank of America.

Mr. Hamilton earned a BA degree in economics from the University of Illinois at Urbana-Champaign and an MBA from Rice University. He is a Chartered Financial Analyst® (CFA) charterholder and Chartered Alternative Investment Analyst (CAIA) professional.

Rating

General – Material presented will be basic and of interest to a general audience having no background in the area.

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks:

• Registration is requested, no walk-in will be entertained.
• Only registered participants are allowed to stay and attend the event.
• Please take good care of your belongings. CFA Society Hong Kong is not responsible for any personal loss.
• If you have any discomfort or flu symptoms, please DO NOT participate in the captioned activity.
• In the event of a dispute, the decision of CFA Society Hong Kong shall be final and binding.
• The event organizers reserve the right to change the format, date of the event due to unforeseen circumstances without prior notice.
• To qualify for CPT/CE hours, all participants must attend the full event. After the seminar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.
• For members, non-members & guests, registration is only confirmed upon receipt of payment. 
• To cope with the growing trend of going cashless, cash and cheque payment is strictly not accepted.  Please ensure the online payment is successfully completed, otherwise, the registration may not be processed.
• Registrations should be paid in full before the commencement of the event. Immediate payment is required upon email confirmation. Should the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
• Full amount will still be charged for no-show or enrolment made after 4 Nov 2024.
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before 4 Nov 2024. All cancellation requests must be made in writing and be confirmed by email from Society Hong Kong.
• Refund of the event fee (less an administration fee of HK$50 per person) will be given for cancellation received on/before 4 Nov 2024.
  – For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. 
• No refund will be given for cancellation received after 4 Nov 2024.
• Substitutions are allowed. Please notify us prior to the event. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org. 

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.