Seminars

Unlocking the Era of Stablecoins
September 12, 2025 (Friday)

Event Summary
*The “Unlocking the Era of Stablecoins” seminar was successfully held on September 12, 2025, at K11 Atelier, Tsim Sha Tsui, Kowloon, Hong Kong. The event attracted a diverse group of investors, fintech enthusiasts, and industry professionals, fostering a vibrant atmosphere with engaging and insightful discussions. Attendees expressed strong interest in the transformative potential of stablecoins in global finance, gaining a deeper understanding of their applications in cross-border payments, decentralized finance (DeFi), and financial inclusion, as well as a comprehensive perspective on associated risks and opportunities through interactive exchanges with experts.

*The two-hour event covered the technical foundations of stablecoins, global market trends, regulatory environment analysis, and practical investment strategies. During the Q&A session, attendees actively posed questions focusing on regulatory compliance challenges, portfolio allocation strategies, and methods for assessing the stability and sustainability of various stablecoin projects. Mr. Esmond Lee and Mr. William Wong delivered professional and tailored responses, sharing successful case studies that enabled participants to better navigate investment opportunities in the stablecoin era, earning unanimous praise.

*The event concluded with resounding success, with many attendees noting that the seminar not only deepened their understanding of the technical and market potential of stablecoins but also provided fresh inspiration on seizing opportunities in a rapidly evolving financial landscape. Several participants expressed their intent to further explore stablecoin-related investment opportunities and consider collaborating with USIM Family Office to pioneer the future of borderless currency.

*****************************************************************************************************************************

Theme: 🎯 ""Unlocking the Era of Stablecoins: Pioneering a New Chapter in Global Finance""

In today’s rapidly evolving financial markets, stablecoins are reshaping the global financial landscape with their unique advantages. How can you seize the opportunities presented by this emerging technology to achieve a seamless blend of wealth management and innovation? Join us to explore the revolutionary applications of stablecoins in cross-border payments, decentralized finance (DeFi), and financial inclusion with leading fintech experts, while gaining deep insights into regulatory trends and investment strategies to unlock the future of borderless currency!

Speaker Introduction:
- Mr. Esmond Lee, with over 40 years of financial industry experience, served as CEO of Euroclear’s Asia region and held senior roles at the Hong Kong Monetary Authority, specializing in global financial markets, risk management, and innovation; he is currently a guest lecturer at Zhuhai College and strategic advisor to Euroclear Group’s Asia-Pacific operations.
- Mr. William Wong, with nearly 30 years of expertise in fund and asset management, previously held senior positions at China’s State Administration of Foreign Exchange and worked as an investment banking analyst on Wall Street, excelling in global asset allocation and derivatives; he now serves as an external examiner for the University of Hong Kong and guest lecturer at Metropolitan University.
- Rachel, with over 20 years in retail and investment banking, wealth management, and trust services, serves as a business development director, providing independent financial advisory services to private clients.

Forum Moderator:
Ms. Jayce Loh, with over a decade of experience in wealth management and cross-border finance, is fluent in multiple languages and deeply familiar with Greater China and Southeast Asian markets, having previously contributed as a financial columnist for Hong Kong’s ""Sing Tao Daily"".

What You Will Gain:
💡 Core Advantages of Stablecoins: Understand their unique value and applications in global finance
🚀 Comprehensive Investment Strategies: From risk management to project selection, enhance your investment competitiveness
📚 Regulatory and Compliance Insights: Master the latest regulatory trends and strategies in the stablecoin market
🌍 Global Perspective Inspiration: Explore how stablecoins promote financial inclusion and efficiency in cross-border transactions

📅 Event Details
🗓 Date: September 12, 2025 (Friday)
🕖 Time: 19:00–21:00 (Registration: 18:30)
📍 Location: K11 Atelier, 19/F, Room 1905, Tsim Sha Tsui, Kowloon, Hong Kong

USIM Family Office Education Seminar
August 15, 2025 (Friday)

Event Summary
* The seminar “Exploring the Path to Elite UK Boarding Schools: Unlocking New Horizons in Top-Tier Education” was successfully held on August 15, 2025, at Tai Yau Building in Wan Chai, Hong Kong. The event attracted a diverse audience of parents, students, and educators, creating an engaging and dynamic atmosphere filled with insightful discussions. Attendees showed keen interest in the unique educational models and admission strategies of elite UK boarding schools, gaining valuable perspectives on planning for top-tier education and a clearer understanding of how to pave the way for their children’s future success.
* The event featured Mr. Vincent Lo, a distinguished alumnus of a prestigious UK boarding school and the founder of an international education consultancy, as the keynote speaker. Leveraging over 15 years of experience guiding students to top global institutions, Mr. Lo provided an in-depth analysis of the selection criteria, cultural ethos, and educational frameworks of elite UK boarding schools. Through vivid case studies and practical advice, he shared comprehensive strategies for navigating the admissions process—from application preparation to interview techniques—and emphasized the importance of fostering global perspectives and leadership qualities. His insights offered attendees a clear and actionable roadmap for educational planning.
* The two-hour event covered exclusive insights into elite UK boarding schools, a detailed breakdown of the admissions process, strategies for optimizing educational investments, and approaches to cultivating global competitiveness in students. During the Q&A session, attendees actively engaged with questions about application material preparation, cultural adaptation techniques for interviews, and selecting the most suitable school types for their children. Mr. Lo provided professional and tailored responses, sharing successful case studies that helped parents and students refine their educational goals, earning widespread praise from participants.
The event concluded with resounding success, with many attendees expressing that the seminar not only deepened their understanding of the unique advantages of elite UK boarding schools but also provided fresh inspiration on maximizing educational resources through strategic planning. Several parents indicated their interest in further exploring Mr. Lo’s international education consultancy services to guide their children toward success at top-tier institutions.

**********************************************************************************************************************************
🎓 Unveiling the Path to Elite UK Boarding Schools: Embarking on a Journey to World-Class Education

In today’s fiercely competitive global education landscape, how can you pave the way for your child to enter the world’s most prestigious institutions? Break free from conventional thinking and explore the pathway to elite education! Join us to uncover the secrets of UK boarding schools with a distinguished expert from the UK, and discover the keys to positioning your child for success at the pinnacle of the educational pyramid.

Speaker Introduction: Mr. Justin Lo, a graduate of a top-tier UK boarding school and the founder of an international education planning firm, brings over 15 years of experience guiding students into the world’s leading academic institutions. He will share exclusive insights into the unique educational models, admission requirements, and cultural essence of UK boarding schools, empowering parents and students to strategically navigate the journey to academic and personal excellence.

What You Will Gain:
💡 Exclusive Insights into Elite UK Boarding Schools: Uncover the selection criteria and cultural nuances of top-tier institutions
🚀 Comprehensive Admission Strategies: From application preparation to interview techniques, elevate your competitive edge
📚 Smart Education Investment: Learn how to maximize educational resources through precise planning
🌍 Global Perspective and Leadership: Cultivate your child’s international outlook and leadership potential for boundless opportunities

📅 Event Details
🗓 Date: August 15, 2025 (Friday)
🕑 Time: 14:00–16:00 (Registration: 13:30)
📍 Location: Room 1509, 15/F, Tai Yau Building, 181 Johnston Road, Wan Chai, Hong Kong
🎟 Seats Are Limited**—Reserve Your Spot Now to Embark on a Transformative Educational Journey!

USIM Family Office Investment Seminar
August 5, 2025 (Tuesday)

Event Summary
*The USIM Family Office (USIM FO) Investment Seminar was successfully held on August 5, 2025, with the theme “Avoiding the Three Pitfalls of Investment: Aligning Wealth Management with Professional Expertise.” The event attracted numerous investors and wealth management enthusiasts, fostering a vibrant atmosphere with engaging and insightful exchanges.
*Attendees displayed strong interest in investment strategies and asset allocation, actively participating in the Q&A session and gaining valuable knowledge for managing their personal investment portfolios, as well as a deeper understanding of how to approach investing effectively.
*UniSky Family Office invited CEO Mr. Wilson Wong, Senior Wealth Management Expert Ms. Jayce Loh, Chief Operating Officer Mr. Alpha Chan, and Senior Partner Ms. Leyona Lan. Leveraging their extensive industry experience, they provided clear and practical insights into the three major investment pitfalls, asset allocation strategies, and professional family office services, offering attendees actionable pathways to wealth management.
*The event lasted two and a half hours, covering investment strategies, family office product introductions, and tax optimization solutions. Post-event, attendees raised numerous questions about the Common Reporting Standard (CRS), trust setup, and how special investment vehicles can enhance wealth management. Ms. Jayce Loh provided detailed answers on the practical applications of CRS and trust setup, while Mr. Alpha Chan offered professional insights into tax-related issues concerning special investment vehicles, earning unanimous praise from attendees. The event was a resounding success, with many participants expressing interest in further exploring USIM’s wealth management services.


*************************************************

Theme: 🎯 Avoiding the Three Pitfalls of Investment: Aligning Wealth Management with Professional Expertise
In today’s complex and volatile financial markets, how can you avoid investment pitfalls and achieve steady wealth growth? Join us to explore professional investment strategies with UniSky Family Office’s top experts and learn how family office services can optimize your wealth management outcomes.
Mr. Wilson Wong, CEO of UniSky Investment Management, formerly a senior executive at the State Administration of Foreign Exchange and an investment banker at JPMorgan, brings over 20 years of global investment experience. He will share how professional expertise and strategies can help investors sidestep common mistakes and achieve asset growth.

What You’ll Gain:
💭 The three major investment pitfalls and strategies to avoid them
🚏 Practical asset allocation techniques to optimize personal investment portfolios
📇 Family Office Services: Applications of CRS, trust setup, and special investment vehicles
📈 The path from investment novice to wealth management expert

📅 Event Details
🗓 August 5, 2025 (Tuesday)
🕒 15:00–17:30 (Registration: 14:30)
📍 Units 1509-11, 15/F, Tai Yau Building, Wan Chai, Hong Kong
🔗 Registration: https://forms.gle/UsimInvestmentSeminar2025
🎟 Limited seats—reserve your spot now!

UniSky Family Office IANG Seminar
July 4, 2025 (Friday)

Event Summary
*The UniSky Family Office (USIM FO) IANG Seminar was successfully held on July 4, 2025, with the theme “IANG Renewal and Wealth Management: Unlocking Career and Investment Opportunities in Hong Kong.” The event attracted numerous IANG applicants and wealth management professionals, creating a vibrant atmosphere with engaging and insightful exchanges.
*Attendees showed strong interest in key considerations for IANG renewal and wealth management strategies, actively participating in the Q&A session. This reflected their urgent need for successful visa renewal and career advancement, as well as their keen focus on wealth growth solutions.
*UniSky Family Office invited Mr. Kelvin Kan, Executive Director of L&K Group, Mr. Mack, Greater China General Manager of USIM FO, and Ms. Jayce, a USIM FO senior wealth management expert, who shared practical insights on IANG renewal techniques and best practices in wealth management with their extensive industry experience. Their clear and actionable guidance opened new perspectives for attendees on career and investment opportunities.
*The event lasted over two hours, covering IANG renewal strategies, wealth management product introductions, and USIM’s referral program. The content was practical and closely aligned with attendees’ core needs. Frequent interactions between speakers and participants, coupled with highly praised content, ensured the event’s resounding success.

*************************************************

Theme: 🎯 IANG Renewal and Wealth Management: Unlocking Career and Investment Opportunities in Hong Kong
In Hong Kong, a global financial hub brimming with opportunities, successful IANG renewal and effective wealth management strategies are closely intertwined. How can you steadily advance in your career while achieving wealth growth?
Join us to explore key IANG renewal techniques with UniSky Family Office’s top experts and learn how to achieve financial freedom through professional wealth management products. Mr. Mack, Senior Partner at USIM, who has led multiple cross-border wealth management projects with over 15 years of industry experience, has managed billions of HKD in client assets. He will share how professional expertise and strategies can help IANG applicants achieve success in both career and finance.

What You’ll Gain:
💭 Key considerations for IANG renewal and Immigration Department priorities
🚏 How to achieve asset growth through wealth management products (e.g., options and private banking accounts)
📇 USIM Referral Program: Easy participation with a one-time referral fee
📈 The path from career newcomer to wealth management expert

**📅 Event Details**
🗓 July 4, 2025 (Friday)
🕓 16:00–18:00 (Registration: 15:30)
🔗 Registration: https://forms.gle/UsimIangSeminar2025
🎟 Limited seats—reserve your spot now!

**Kowloon Junior Chamber May Meeting & "Business to the Power N" - Hong Kong Outstanding Entrepreneur Seminar**
Tuesday, May 20, 2025

《Event Summary》
*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.

*********************************************************************************
**Theme**: 🎯 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**:
💭 How top professionals leverage options to manage risk and create value
🚏 How leadership drives fund performance and strategic direction
📇 The journey from analyst to fund manager to CEO

**Event Details**:
🗓 Tuesday, May 20, 2025
🕗 8:00 PM–10:00 PM (Registration: 7:30 PM)
📍 Dragon Garden Chinese Restaurant
💰 $450 (includes dinner)
🔗 Register: https://forms.gle/SsqR7tR8cLUQqtth9
🎟 Limited seats—reserve yours now!

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.

*********************************************************************************
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!

[uploading in process]