Recent Events
Our investment management company has partnered with some China and Hong Kong local banks in multiple presentation events, showcasing our services and investment strategies to prospective clients. These events have been a great success, with our team of experts providing valuable insights into the current market trends and investment opportunities. We have received positive feedback from attendees, who appreciated our informative and engaging presentation style. Our company's commitment to providing personalized investment solutions and exceptional client service was highlighted throughout these events. We are proud to have participated in these events and look forward to continuing to serve our clients with the highest level of professionalism and expertise.
2025-05-20
**Kowloon Junior Chamber May Meeting & "Business to the Power N" - Hong Kong Outstanding Entrepreneur Seminar**
Tuesday, May 20, 2025
γEvent Summaryγ
*The Kowloon Junior Chamber of Commerce’s May meeting and the “Hong Kong Outstanding Entrepreneur Seminar” were successfully held on May 20, 2025, with the theme “When Black Swans Become the New Normal: Using Options to Predict Unforeseeable Market Changes,” attracting numerous participants and fostering a lively and highly interactive atmosphere.
*Attendees showed strong interest in options strategies and the foundational components of investment tools, actively raising questions, demonstrating the deep resonance of options as essential tools for risk management and value creation.
*Mr. William Wong, CEO and CIO of UniSky Investment Management Co., with decades of global investment experience, shared practical applications of options strategies in an accessible manner, highlighting their simple yet critical nature, thus opening new investment perspectives for participants.
*The event lasted over an hour, with Mr. Wong and Mr. Mack, Senior Partner and Head of Capital Markets and Greater China Enterprises at USIM, leveraging their extensive experience to showcase USIM’s exceptional capabilities in investment research and strategy formulation. The shared content received high praise, and the event was a resounding success.
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**Theme**: π― When Black Swans Become the New Normal: How to Use Options to Predict Unforeseeable Market Changes
Options are more than just trading tools—they are critical strategies for managing risk, unlocking returns, and driving outcomes for leaders in today’s uncertain world.
Join us for an insightful evening of learning about options with Mr. Waitong Wong, CEO & CIO of UniSky Investment Management Co., a global investment leader with decades of strategic and execution expertise.
As the former Global Trading Director at China’s State Administration of Foreign Exchange, Mr. Wong led a team managing over $80 billion, pioneering the use of options and hedging as core strategies. His leadership has shaped high-performance teams, investment culture, and global fund directions.
**What You Will Gain**:
π How top professionals leverage options to manage risk and create value
π How leadership drives fund performance and strategic direction
π The journey from analyst to fund manager to CEO
**Event Details**:
π Tuesday, May 20, 2025
π 8:00 PM–10:00 PM (Registration: 7:30 PM)
π Dragon Garden Chinese Restaurant
π° $450 (includes dinner)
π Register: https://forms.gle/SsqR7tR8cLUQqtth9
π Limited seats—reserve yours now!2025-04-06
Unlocking Wealth Through Financial Statements: A 3-Hour Deep Dive
Date: April 6, 2025 | Time: 3:00 PM | Exclusive Private Invite Only
On the lovely Sunday, a highly engaging seminar on the current market landscape was successfully held at a spacious venue with approximately 170 participants in attendance. The event fostered vibrant interaction, featuring in-depth information sharing and expert analysis on navigating the market amidst the ongoing trade war. Key insights included recommendations to increase allocations to gold and bitcoin, while advising a reduced weighting in equities and maintaining higher cash holdings as a prudent strategy given trade uncertainties. The seminar provided valuable perspectives, equipping attendees with actionable strategies to address market volatility prior to early April.
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Join us for an immersive 3-hour seminar designed to transform how you approach stock investing through the lens of financial statements. From decoding the intricate flow of balance sheets, income statements, and cash flow reports to harnessing their insights for smarter investment decisions, this session is your gateway to mastering the numbers that drive markets. Explore creative applications—spot undervalued gems, assess corporate health, and even predict future growth trajectories—all while uncovering practical strategies tailored for today’s dynamic market. Perfect for seasoned investors and curious minds alike, this private event promises actionable takeaways in an engaging, hands-on format. Secure your spot and elevate your financial edge!2024-10-11
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We collaborate with various public relations firms with a series of roadshows, highlighting our offerings and financial strategies to potential clients. These roadshows have been highly successful, with our team delivering key insights into prevailing market conditions and lucrative investment prospects. Attendees have responded positively, valuing our informative and dynamic approach. Throughout these roadshows, we emphasized our dedication to delivering customized financial solutions and outstanding client support. We are honored to have been part of these events and are eager to continue providing top-tier service and expertise to our clients.
2025-06-12: Cheng Du
**Sichuan-Chongqing Financial Talk Show (Black Swan Survival Guide Special)**
**Theme: π― Black Swan Survival Guide: Gold, Virtual Assets, and Cross-Border Tax Strategies**
In today’s highly uncertain market environment, gold, virtual assets, and cross-border tax strategies have become critical tools for businesses and investors to navigate “black swan” events.
Join us with seasoned financial expert Mr. William Wong, alongside prominent industry leaders, to explore practical strategies for wealth management and risk mitigation. Mr. Wong, former Global Trading Director at the State Administration of Foreign Exchange of China, led a team managing over USD 80 billion in assets, pioneering investment strategies centered on options and hedging, laying a strong foundation for exceptional global fund performance.
**What You Will Gain:**
π Investment prospects and practical analysis of gold and virtual assets
π How businesses can avoid tax risks in cross-border transactions
π Insights into wealth management and trust applications from top professionals
π Diversified wealth growth strategies for the new era
**π Event Details - Chengdu Session**
π June 12, 2025 (Thursday)
π 14:00–16:00 (Check-in: 13:30)
π Raffles City T2-2105 (No. 3, Section 4, Renmin South Road, Wuhou District, Chengdu)
π Registration: Please contact the event organizer for the registration link
π Limited seats—reserve your spot now!2025-06-09: Chung Qing
**Sichuan-Chongqing Financial Talk Show (Black Swan Survival Guide Special)**
**Theme: π― Black Swan Survival Guide: Gold, Virtual Assets, and Cross-Border Tax Strategies**
In today’s highly uncertain market environment, gold, virtual assets, and cross-border tax strategies have become critical tools for businesses and investors to navigate “black swan” events.
Join us with seasoned financial expert Mr. William Wong, alongside prominent industry leaders, to explore practical strategies for wealth management and risk mitigation. Mr. Wong, former Global Trading Director at the State Administration of Foreign Exchange of China, led a team managing over USD 80 billion in assets, pioneering investment strategies centered on options and hedging, laying a strong foundation for exceptional global fund performance.
**What You Will Gain:**
π Investment prospects and practical analysis of gold and virtual assets
π How businesses can avoid tax risks in cross-border transactions
π Insights into wealth management and trust applications from top professionals
π Diversified wealth growth strategies for the new era
**π Event Details - Chongqing Session**
π June 9, 2025 (Monday)
π 10:00–12:00 (Check-in: 09:30)
π Orange Garden Hall, 7th Floor, Rezen Select Hotel (No. 66, Longshan Road, Dalongshan, Yubei District, Chongqing)
π Registration: Please contact the event organizer for the registration link
π Limited seats—reserve your spot now!2024-05-30: Nanyang Commercial Bank Suzhou Branch Event (USD and Asset Allocation)
Nanyang Commercial Bank Suzhou Branch
On May 30, 2024, the Suzhou Branch of Nanyang Commercial Bank partnered with UniSky to host an insightful event, diving into key topics under the "U.S. Dollar Paradigm." The discussion spanned the foreign exchange market, overseas education, and asset allocation strategies, delivering impactful insights and concluding with resounding success!
Event Highlights:
The session tackled practical and thought-provoking questions surrounding overseas education and financial planning, including:
Is Your Child Willing to Study Abroad?
A critical starting point—understanding a child’s motivation and openness to living overseas sets the foundation for the journey ahead.
What Are Your Child’s Capabilities?
Beyond academics, practical skills matter—can they drive, manage daily tasks, or adapt to independent living in a foreign environment?
How Prepared Are Parents for This Step?
From emotional readiness to logistical planning, parents’ groundwork is key to ensuring a smooth transition.
Can Parents’ Finances Support Overseas Expenses?
Studying abroad involves significant costs—tuition, living expenses, and unexpected needs. Assessing financial capacity is essential.
How to Choose the Right Country and Major?
Preferred Country + Family Budget: Balancing a child’s dream destination with economic feasibility to find the best fit.
Child’s Interests + Career Prospects: Aligning personal passions with fields offering strong future opportunities.
Market Insights: Using U.S. Bond Yields as a Market Compass
The event also explored leveraging U.S. bond yields as a powerful tool to gauge market trends. Attendees learned methods to assess the probability of U.S. interest rate shifts, including:
Inflation and Employment Data: Tracking these metrics to anticipate monetary policy shifts.
Federal Reserve Perspectives: Decoding Fed statements for clues on rate directions.
Economic Indicators: Analyzing broader data to contextualize market movements.
Market Instruments: Utilizing tools like bond yields to measure sentiment and risk.
Asset Allocation Wisdom
The discussion emphasized strategic investing:
What to Buy and How Much? Deciding on asset types and their portfolio weight is a foundational step.
Focus on Configuration, Not Just Selection: Success lies not merely in picking winners, but in crafting a portfolio that outperforms others through smart allocation—outmaneuvering the competition with tailored strategies.
This event blended practical family planning with sophisticated financial insights, empowering attendees to navigate both personal and market challenges with confidence!2024-04-27: Nanyang Commercial Bank Hefei Event (Overseas Education)
Nanyang Commercial Bank Hefei Event
On April 27, 2024, Nanyang Commercial Bank teamed up with the International Department of Hefei No. 6 High School to host an engaging seminar. UniSky was invited as a special guest to share insights on Hong Kong’s economic landscape, employment opportunities, talent attraction policies, and educational environment. The event drew over 50 parents who listened with keen interest throughout the nearly two-and-a-half-hour session, staying engaged until the very end. Representatives from UniSky Investment Management, Mr. Wong (an external examiner for Hong Kong University Master Programme) and Ms. Zhang (a member of the Hong Kong Education Association), brought authoritative perspectives to the discussion. Through Mr. Wong’s presentation, attendees gained a deeper and more nuanced understanding of Hong Kong. The event concluded with participants eagerly exchanging contact information, reflecting its resounding success. The outcomes were impressive, and we look forward to future collaborations with Nanyang Commercial Bank!
Event Highlights:
The seminar offered a comprehensive look at Hong Kong’s multifaceted appeal:
Economic Environment: An overview of Hong Kong’s role as a global financial hub and its evolving economic opportunities.
Employment Landscape: Insights into job markets, key industries, and career prospects for young talent.
Talent Attraction Initiatives: A discussion on policies designed to draw skilled professionals and students to the city.
Education System: A detailed exploration of Hong Kong’s world-class educational offerings and their benefits for students.
Mr. Wong and Ms. Zhang’s expertise enriched the dialogue, bridging theoretical knowledge with real-world applications. The interactive format kept the audience captivated, fostering a lively exchange of ideas. The event’s strong turnout and enthusiastic participation underscored its value, setting the stage for future impactful partnerships.2024-04-25: Dongguan Rural Commercial Bank and Financial Market Seminar
Dongguan Rural Commercial Bank Seminar
On April 25, 2024, Dongguan Rural Commercial Bank and UniSky jointly hosted a highly successful seminar that wrapped up with great satisfaction. The event featured in-depth discussions on a range of topics, including China’s economic goals, Hong Kong’s economy and livelihood, future policies and environment in Hong Kong, its financial and capital markets, talent attraction strategies, and educational landscape. The seminar primarily showcased insights from Mr. William Wong, CEO of UniSky Investment Management, with additional experts assisting in addressing audience questions. Mr. Wong, currently a Guest Lecturer at the School of Business at Hong Kong Metropolitan University and an External Examiner for Hong Kong University courses, boasts nearly 30 years of fund management and investment research experience. Having directly managed fund portfolios worth $80 billion and served as an investment analyst at UBS, JPMorgan Chase, and MSCI, he is a rare gem in the financial world—aptly dubbed a “Wolf of Wall Street” in his domain.
The event was tailored for VIP clients, with the topic of Hong Kong’s education sparking the most interest, reflecting parents’ deep concern and urgency regarding their children’s academic futures. A fascinating highlight from Mr. Wong’s presentation was the revelation that over a thousand years ago, the renowned poet Bai Juyi faced residency-related challenges tied to examinations—a surprising historical parallel that broadened attendees’ perspectives! Questions about undergraduate and postgraduate admissions in Hong Kong, as well as the DSE (Diploma of Secondary Education) exam, dominated the Q&A, with participants leaving enriched with valuable insights. The bank thoughtfully provided a delightful tea break, adding a touch of warmth to the experience. This exchange proved highly fruitful, and both parties look forward to future collaborations exploring even more topics!
Event Highlights:
China’s Economic Vision: Insights into national goals and their implications for regional markets.
Hong Kong’s Economic and Social Fabric: A look at current conditions and their impact on residents.
Future Policy Outlook: Predictions on Hong Kong’s evolving regulatory and environmental landscape.
Financial and Capital Markets: Analysis of Hong Kong’s role as a global financial hub.
Talent and Education Focus: Strategies for attracting talent and the strengths of Hong Kong’s education system.
The engaging delivery by Mr. Wong, combined with the bank’s hospitality, made this a standout event, fostering meaningful dialogue and anticipation for more.