Core Insights - The 19th HED China Summit will be held in Shenzhen on January 15, 2026, focusing on the integration of private equity and wealth management [1] - The event will gather over 400 decision-makers from private equity funds, brokerages, banks, trusts, family offices, and wealth platforms to facilitate high-quality development in the asset management industry [1] Agenda Highlights - The morning session includes a welcome speech, keynote addresses on wealth allocation trends for 2026, and discussions on new wealth logic and asset allocation strategies in a low-interest-rate environment [2] - Afternoon sessions will cover topics such as investment value in Hong Kong and mainland stocks, cross-border asset allocation, and innovations in brokerage advisory services [2] - The event will conclude with discussions on the ecosystem of ETFs and cross-border asset allocation in the context of stablecoins [2] Additional Sessions - The agenda features discussions on innovative stock strategies, the application of AI in quantitative stock strategies, and the evolution of investment strategies in a low-interest-rate environment [4][5] - Keynote speeches will address the investment opportunities arising from the global interest rate decline and the challenges and opportunities for investment funds [5]

Core Viewpoint - The article highlights the significance of small to medium-sized private fund managers in the industry, focusing on Shanghai Jinwang Private Fund Management Co., Ltd. as a case study for its unique investment strategies and strong performance in the quantitative investment space [3][4]. Company Overview - Shanghai Jinwang Private Fund Management Co., Ltd. was established in 2012 and specializes in secondary market securities investment, employing strategies such as quantitative stock selection, multi-asset strategies, and long-only stock strategies, emphasizing a balance between returns and risks [4]. - As of September 2025, Jinwang Fund ranks second in average returns among quantitative private funds with a management scale of 0-5 billion, showcasing strong performance in the Shanghai region [4]. Core Team - The core team consists of members with over ten years of quantitative investment experience, including a research team of 3-4 members and a subjective long-only team of 2-3 members, all from prestigious domestic universities with extensive practical strategy research and investment experience [8]. Representative Strategies and Products - **Quantitative Composite Long Strategy**: This strategy combines various approaches, including CTA, stock, and convertible bond strategies, aiming for high returns during market uptrends while minimizing losses during downturns [14][15]. - The strategy architecture allocates 40%-60% to stock strategies, 20%-30% to convertible bond strategies, and 20%-30% to CTA strategies, with a dynamic adjustment mechanism to optimize performance based on market conditions [15]. - **Representative Product**: Jinwang Nuo Cheng Jin Qu Fund, which is designed for investors optimistic about the long-term prospects of the Chinese capital market and can tolerate significant volatility [16][17]. Core Advantages - The quantitative strategies employed by Jinwang Fund demonstrate strong long-term sustainability and replicability, with a focus on achieving stable excess returns on top of market beta [20][21]. - The multi-strategy approach allows for high return elasticity and a diversified asset allocation, which helps in reducing the impact of strategy decay [22].