Presidential Moment: Fireside Chat with Kate Richdale – Investing in Asia and Beyond

Presidential Moment: Fireside Chat with Kate Richdale – Investing in Asia and Beyond

Presidential Moment: Fireside Chat with Kate Richdale – Investing in Asia and Beyond

(CODE: 251014S-CAX)

Join us for a special Presidential Moment featuring Kate Richdale, Partner at KKR and Head of Global Client Solutions Institutional Sales & Family Capital for Asia Pacific. Kate previously served as Chief Operating Officer and Head of Strategy & Business Development at KKR, bringing deep leadership experience across the firm. With a distinguished career spanning senior roles at Goldman Sachs, Morgan Stanley, and now KKR, she offers a wealth of insights across investment banking, private equity, and institutional capital.

In this fireside chat, Kate will share her perspectives on the evolution of private equity in Asia, the growing influence of family offices, and the future of alternative investments. She’ll also reflect on leadership, cross-border dealmaking, ESG integration, and the importance of cultural fluency in building trust across markets.

Expect candid insights on career growth, women in finance, and how lessons from sport and life have shaped her leadership style. This is a rare opportunity to hear from one of Asia’s most respected finance leaders on the trends shaping the region—and the mindset behind enduring success.

About the Speaker

Ms. Kate Richdale 
Head of Global Client Solutions Institutional Sales &
Family Capital for Asia Pacific

KKR

Kate Richdale (Hong Kong) joined KKR in 2019 and is a Partner. Ms. Richdale serves as Head of Global Client Solutions Institutional Sales & Family Capital for Asia Pacific. She sits on the Asia Portfolio Management Committees across all strategies – Private Equity, Infrastructure, Real Estate, and Credit. She is the Responsible Officer for the firm’s Asset Management business and Capital Markets business. Prior to this role, Ms. Richdale served as Chief Operating Officer and Head of Strategy & Business Development for Asia Pacific. Prior to joining KKR, Ms. Richdale was at Goldman Sachs & Co. in Hong Kong, where she was chairman of investment banking in Asia ex-Japan, prior to which she was the co-head of the investment banking division. Prior to her role at Goldman Sachs, she was head of investment banking for Asia Pacific at Morgan Stanley.

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About the Moderator

Dr. Alvin Ho, CFA
President
CFA Society Hong Kong

Dr. Alvin Ho is an experienced investment principal with a proven track record in private equity. While dedicating time to teaching at universities, he balances managing private investment portfolios and institutional LP investing with mentoring both start-ups and established companies. In addition, he serves as a board member for listed companies and NGOs, and is a member of investment committees for various funds and platforms. Previously the legal and executive representative for local currency funds incorporated in Beijing and Chengdu, he was the Head of China for a pan-regional private equity growth fund.

As President of the Society, Alvin spearheaded key initiatives to advance industry collaboration. He curated the Society’s 30th-anniversary publication, featuring insights from 30 distinguished industry experts, and launched the flagship ‘Presidential Moment’ series, convening global luminaries including a Nobel Laureate, top strategists, authors, and executives like a multinational bank’s Hong Kong CEO.

Alvin holds a Ph.D. in Finance from the Shanghai University of Finance and Economics, along with master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports, and served as chief editor of, and contributor to, RISE FROM CRISES, a publication of CFA Society Hong Kong.

 

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 event. 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.

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Remarks:

Registration Policies

  • Registration is compulsory for all attendees, and no walk-in participants will be permitted to ensure proper event management and capacity control.
  • Only individuals who are officially registered are allowed to stay and participate in the event, ensuring a controlled and professional environment.

Other Details and Policies

  • The event will be conducted exclusively in English. 
  • For the purpose of attendance tracking, participants’ names and company names (if provided) may be shared with the event speaker.
  • Should there be any changes to the event date(s), venue, or other arrangements due to unforeseen circumstances, participants will be notified via SMS and/or email. Additionally, notices will be posted on the Society’s website, and participants are encouraged to stay vigilant and check these channels for updates.
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  • Individuals experiencing discomfort, flu-like symptoms, or any health concerns are kindly requested to refrain from participating in the event to prioritize the well-being of all attendees.
  •  In the event of any dispute arising from the event, the decision made by CFA Society Hong Kong shall be considered final and binding to ensure consistency and fairness.
  • The event organizers reserve the right to alter the format, date, or other aspects of the event due to unforeseen circumstances, such as weather or logistical issues, without providing prior notice. 

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.

  • 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.
  • In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.

Enrollment Fee

CFA Society Hong Kong Member
Free
 

Date And Time

13 Oct 2025, 7:00pm - 8:30pm
 

Language

English
 

Event Type

 

Event Category

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