ACBC Wealth Management Seminar May 2021

Event summary

This article is from Various Projects for Misc Industries

Our team member Flora Mok was one of the speakers at the Wealth Management Strategies seminar organized by the Australia China Business Council on 26 May 2021 (ACBC QLD - Wealth Management Strategies | The Australia China Business Council).  The seminar covered investment in listed companies and private companies and Australian Tax related matters.

There were around 30 attendees joining in person and more than 50 people joining online. The attendees included people from multinational or domestic companies, accounting and law firms, etc.

Flora covered the topic on private company investment opportunities which included observations on the recent trends and transactions, types of investment opportunities such as equity, debt, convertible notes, hybrid, etc., from private company investments to pre-IPO matters; and tips on how to invest and case studies.

The seminar was well received by the attendees who comment that the seminar was insightful and provided useful information to understand more about investment opportunities and the related considerations when making the investment decisions.

Please click on the link below for Flora's presentation.

Related Attachments

May 26th, 2021

ACBC | Wealth Management Strategies Seminar | Presentation ( 2.21 MB )