Early Retirement is Not a Dream｜提早退休不是夢 由強積金到環球投資策略

想要實現提早退休，你需要一個全面的投資策略！讓我們由MPF到環球資產配置，為你建構最適合的退休投資組合。

你仲諗緊...

• 如何提升強積金回報？
• 除了強積金，還需要什麼投資？
• 怎樣建立可持續的被動收入？
• 40歲提早退休是否可能？

Thinking to retire early but lacking the right tools to do so?
From optimising MPF to building the right investment portfolio, join us for our packed agenda and discover how early retirement can become a reality, not just a dream!Have you wondered....

• How to best maximize your MPF returns?
• What investments would you need beyond MPF?
• How to build sustainable passive income?
• Is retiring at 40 even possible?

時間︰7:00 pm - 8:30 pm （6:45 pm開始登記）

日期︰2024年12月5日(星期四)

地點︰中環花園道3號冠君大廈5樓(Eaton Club)

語言︰廣東話及英語

現場提供紅、白酒及小食

如果你有任何疑問或需要更多資料，請隨時透過 [email protected] 或 WhatsApp +852 57162416 與Syfe聯絡。

Time: 7:00 pm - 8:30 pm (Registration starts at 6:45 pm)
Date: Thursday, December 5, 2024
Venue: Eaton Club, 5/F, Champion Tower, 3 Garden Road, Central
Language: Cantonese and English
Refreshments will be served

For enquiries or further information, please contact Syfe via:
Email: [email protected]
WhatsApp: +852 5716 2416

講者簡介︰

Archit Parakh

Syfe, Head of Investments Hong Kong

Archit heads investments and advisory team in HK as well as acts as group head of risk. He is responsible for spearheading Syfe’s business growth in Hong Kong, and evolution of Syfe’s investment product suite in HK. Prior to joining Syfe, Archit has close to 14 years of Investment banking experience, across UBS and Deutsche Bank, while in his most recent role, at UBS Hong Kong, Archit led Fund Derivative and Quantitative Investment Strategies business, solving complex investment and financing needs of a wide range of clients including Institutional, Family offices and HNW clients. Archit holds Masters degree from IIT Bombay, top tier engineering college in India.

李劍威 Kevin Li

Syfe香港區總經理

李劍威先生現為Syfe的香港區董事總經理 – Syfe是亞洲領先的投資和儲蓄平台，旨在讓專業機構投資大眾化。李先生是Syfe證監會和積金局牌照的負責人員，他領導其在港的業務擴展。在加入 Syfe 之前，李先生是施羅德投資管理公司的亞太區數碼業務總監。他在推動數位業務策略、金融科技聯盟和策略合資企業發展方面經驗豐富。他在領導與銀行和智能投顧平台的數位財富諮詢合作方面發揮了重要的作用。他也是大灣區金融科技人才計畫顧問委員會成員以及香港金融科技協會財富科技委員會主要委員。在其職業生涯早期，李先生是麥肯錫公司的數碼轉型總監，致力推動大規模的企業業務轉型和增長。他在德勤和埃森哲也擁有豐富的跨產業諮詢經驗。

林本利博士

香港經濟學者，前理工大學會計及金融學院副教授。 49歲提早退休，早作部署達財務自由。活道教育中心創辦人及校監，開班授理財課及經濟學，短短數年間學生人數由數十人升至逾千人。於不同傳媒撰寫投資理財及政經專欄，包括《蘋果日報》、《 iMONEY》、《壹週刊》、《星島日報》及《頭條日報》等。又曾撰寫多套中學生必讀經濟教科書，過去20年著書不斷逾20本，包括暢銷書《理財有道》。

何精怡

宏利香港及澳門退休業務部主管

何精怡現任為宏利香港及澳門退休業務部主管，負責推動公司退休金業務方面的創新發展。憑藉其在策略規劃、項目管理、業務發展、分銷管理、數碼轉型、市場營銷及客戶溝通方面的專業知識，何女士帶領高績效團隊實現公司在退休金業務的策略目標當中擔當關鍵的角色。她是宏利香港管理高層成員之一。

Francis Chung

MPF Ratings Executive Chairman

Francis Chung is the Executive Chairman of MPF Ratings Ltd and is Hong Kong’s foremost independent commentator on saving, investment and retirement matters.Francis has spent almost three decades working in the investment management industry. Prior to establishing MPF Ratings, Francis held senior investment, product, and business development positions at HSBC, Schroder Investment Management and Goldman Sachs. This diverse experience affords Francis unique insights when creating customer led saving, investment and retirement product, services and solutions; the key to which is a positive and enduring customer experience because the only thing that is certain when investing is time. In 2012 Francis pioneered the public scrutiny of MPF Schemes through MPF Ratings’ Gold, Silver and Bronze rating of Schemes. The ratings are now an industry standard, used by Scheme Sponsors to promote a schemes’ overall quality.

Thomas Taw

BlackRock, Head of the APAC Investment Strategy team

Thomas Taw is the head of the APAC Investment Strategy team. Tom is responsible for delivering investment trade ideas and market insights across index and alpha strategies within the Global Product Solutions group. The research his team produces, anchored in product implementation ideas, spans tactical to strategic investment horizons, structural drivers such as the net-zero transition, as well as breadth of views across precision exposures. His team also drives content strategy for GPS APAC. Tom works with clients across segments, including Wealth, Asset Management, Family Offices and Institutional. He is an investment voice for the firm externally, commenting on market views and industry trends on broadcast and print media including Bloomberg, FT, Reuters, Channel News Asia, Ausbiz TV, MoneyFM and others. Prior to joining Blackrock in 2014, Mr. Taw worked in roles at Macquarie and Nomura in equity sales, trading and execution, covering clients across the hedge fund, asset management, and institutional client landscapes; responsible for trading pan-Asian equities. Mr. Taw holds a Bachelor of Sciences Degree in Business from the University of Warwick.

關於 Syfe

Syfe 是亞洲領先的儲蓄及投資平台，致力幫助人們積累財富，創造更美好的未來。Syfe 秉持「易參與、低門檻、智能建議」三大核心價值，透過多元化的專屬投資組合、現金管理方案及經紀服務，滿足不同個人的理財需要。單在新加坡，Syfe 已管理數以十億美元計的資產，更有超過 5% 的成年公民正使用該平台實現他們的財務目標。

Syfe 已在新加坡、香港和澳洲獲得許可並開展業務，擁有來自 60 多個國家的客戶。公司至今已籌集 6.15 億港元資金，並獲得 Peter Thiel 的 Valar Ventures、Unbound 及 DST 合夥人等全球領先投資者的支持。有關 Syfe 的更多資訊，請瀏覽：https://www.syfe.com/hk

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