Ultrahigh 2025
Ultrahigh 2025
3.13(Thu)
09:30-17:00 (Registration begins at 9:00)
Shangri-La Taipei (No. 201, Sec. 2, Dunhua S. Rd., Da'an Dist.)

Taiwan's family businesses, though financially strong, are still early in their asset allocation and family office development, hindering both growth and global expansion. This summit directly addresses these challenges, offering a comprehensive approach to investment education with a focus on long-term transformation and sucession strategies.

HIGHLIGHT

An exclusive event for family members and family offices.
Participants with a keen sensitivity to market and investment issues.
Facilitates connections with professional organizations to create opportunities for international collaboration.
Offering a comprehensive approach to investment education with a focus on long-term transformation and succession strategies.

PARTICIPANTS

Exclusive
Audience

Owners, major shareholders, family members, investment teams, high-net-worth individuals, and CIO.

200+
Participants

Engaging in in-person interactions and exchanges.

International
organizations

Bring together professionals well-versed in industry trends.

AGENDA

9:30  -  |
9:45

開場致詞

9:45  -  |
10:30

主題演講:
全球經濟展望與投資趨勢


貝萊德大中華投資策略長

10:30  -  |
11:20

座談會1:家族企業投資新創與新事業的策略與機會

  • 家族企業如何透過創投布局未來成長動能
  • 家族如何藉助專業機構平衡創新與報酬

  • 家辦代表:廖英智 | 中租控股 策略長
  • 創投代表:郭大經 | 中華開發創新加速基金 總經理
  • 創業加速器代表:林之晨 | AppWorks 董事長暨合夥人
  • 創業家代表:許銘仁 | 微熱山丘 創辦人
11:20  -  |
12:10

座談會2:家族企業如何藉由固定收益實現價值提升與保值

  • 家族企業如何藉由固定收益布局長期價值增長
  • 家族如何藉助專業機構活用產品實現財富保值

  • 家族代表:潘思亮 | 晶華國際酒店集團 董事長
  • 投信代表:梅以德 | 保德信投信 總經理
  • ETF代表:劉宗聖 | 中華民國投信暨投顧公會 理事長
  • 私人銀行代表:武于程 | 中國信託商業銀行 理財規劃部副總經理

Supporting Organizations and Partners

Organizer

Co-organizer

Implementer

Sponsor & Partner