Event Details

Save more. Eat healthier. Exercise more. Get more sleep. Everybody talks about it – different types of goals that we have in life – but many of us are likely to fall short of reaching them because of our inability to make an objective decision in the moment. We say we want to lose weight, but when push comes to shove we can't resist that extra slice of cake. Similarly, we want to save money to retire, travel, or to buy that new computer, but don't consider our budget before making the purchase.

So what should you do as you face your own ladder to financial wellness? Well, if you're already on one of the top rungs: congrats! If you're like most people and haven't quite made it to the top yet, or are working on a couple of different rungs, this event will be a great opportunity for you.

This event follows the first session where we learnt how to set our personal financial goals. In this second part, different speakers will share their knowledge in the most common asset classes available for us and explain how can we make more informed decisions and reach our desired goals.

Whereas not all panelists will agree on which assets may bring more returns, they can certainly explain how each one of us can evaluate them and choose according to our own risk appetite and financial targets.

Join us in this heated discussion and get some ideas for taking the plunge!


6:30 PM - 7:00 PM
7:00 PM - 8:00 PM
Panel Discussion


  • Eleanor Coleman (Partner at St. James’s Place)

    Eleanor Coleman

    Partner at St. James’s Place

    I’m passionate about delivering the message of Financial Empowerment, my regular seminars and workshops aim to help women achieve financial freedom through planning and education. Most people say they are “too busy” to deal with their investments and in Hong Kong it is easy to do this again and again.

    After moving to Hong Kong when I was aged 24, I worked with various international banks and financial companies. I want to use this experience and my network of professionals to help people to define and achieve their dreams. I want to help you to set your goals and know that you are working to achieve them and have taken control of your finances.

    Statistically women work for fewer years and for less money. We retire earlier and live longer. Fortunately, women today have more investment options than ever

    As an advocate of financial empowerment and education for women, I work to provide women with the tools to help themselves and their families.

    I help my clients to make proactive decisions to plan their financial freedom by being realistic, setting goals, and seeing how their financial personality might hold them back from financial independence.

    We work hard for our money, shouldn’t it work for us? Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. I want that experience to be positive in every sense.

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  • Tariq Dennison (Investment Advisor at GFM Investments)

    Tariq Dennison

    Investment Advisor at GFM Investments

    Tariq Dennison CFPCM manages individual retirement accounts and employer-sponsored pension funds at his own firm GFM Asset Management, a Hong Kong licensed asset manager and US registered investment advisor. Mr. Dennison is the author of the book “Invest Outside the Box: Understanding Different Asset Classes and Strategies”, and puts this into practice by investing client accounts in portfolios of stocks, bonds, and ETFs the same way he invests his own money. Tariq has worked at Commerzbank, Bear Stearns, JP Morgan, CIBC, and Societe Generale in New York, Toronto, London and Hong Kong, and also teaches fixed income and alternative assets at ESSEC Business School in Singapore. Mr. Dennison holds a Masters in Financial Engineering degree from the University of California at Berkeley’s Haas School of Business.

    Tariq is one of the few Hong Kong based specialists in US-tax deferred savings and investment accounts, including IRA, 401(k), 529, and HSA accounts.

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  • Chris Tse (Head of Asia Pacific, Nasdaq Indexes at Nasdaq)

    Chris Tse

    Head of Asia Pacific, Nasdaq Indexes at Nasdaq

    Chris Tse is Head of Asia Pacific for Nasdaq Indexes and has a pivotal role in driving the company’s growth in Asia Pacific where Nasdaq has established itself as a leading index provider for exchange traded products and advisor solutions.

    In his role, Chris works in consultation with clients across financial markets including active/passive fund managers, financial products’ issuers and asset owners to ensure Nasdaq’s indexing solutions are accessible and consistently meeting investor needs.

    Before joining Nasdaq, Chris was Head of Intermediary Distribution for Greater China at BNY Mellon Investment Management, responsible for delivering investment solutions through close collaboration with distribution channels across Greater China. Chris has a wealth of product and distribution experience to draw upon and was instrumental in setting up and growing FTSE Russell’s APAC index presence in the past.

    Chris is an active participant in the industry and has sat on committees of many industry bodies including Hong Kong Investment Education Centre (Advisory Committee Member), Banking and Finance Industry Training Board (Current Committee Member) of HK’s Vocational Training Council, the Institute of Financial Planners of Hong Kong (Current Vice Chairman and Past Chairman) and Life Underwriters' Association of Hong Kong (Investment Committee Member). He has been appointed as Honorary Fellow (Portfolio Management and Valuation) by Macquarie Applied Finance Centre, Macquarie University since 2015.

    Chris held two master degrees, one in Economic Analysis & Policy from the University of Warwick in the United Kingdom and the other in Investment Management from the Hong Kong University of Science and Technology. Chris is a Chartered Financial Analyst (CFA) holder and has extensive qualifications in investment and financial risk management (CAIA, CIPM, FRM, PRM, CFP, FLMI etc).

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  • Angelina Yao (Founder of Heels & Yield)

    Angelina Yao

    Founder of Heels & Yield

    Angelina Yao is the founder of Heels & Yield. She is a savvy investment professional on a mission to make investing fashionable for women. At 25, Angelina was entrusted to run a US$3 billion private fund. She then spent four years as a senior research analyst and eventually became a pan-Asia portfolio manager at BlackRock, the world’s largest asset management firm. In 2014, after a serious tennis injury forced her to step back from the fast-paced world of finance, she realized that she remained unfulfilled despite her career success and began her journey toward what she now calls “holistic wealth.” She set out to create a community of women who could support each other by transforming their relationship with money. Heels & Yield has become that community and system, encouraging women to invest and experience abundance in their lives. Today, Angelina brings her experience and financial insight to women through Heels & Yield and her ongoing one-on-one work with clients.

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Connect with 51 people attending this event



Mini Series: Climbing the Ladder of Financial Wellness

Where to Invest: Traditional Investments Panel Discussion

Standard Price Complimentary