AA Capital

📢 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗜𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻 – 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝘄𝗶𝘁𝗵 𝗟𝗶𝗳𝗲 𝗦𝗲𝘁𝘁𝗹𝗲𝗺𝗲𝗻𝘁𝘀 (For Professional Investors only) Join us for an exclusive online session exploring how life settlements can offer portfolio diversification and resilience. This webinar is designed for those who seek differentiated opportunities with low correlation to traditional markets. 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗟𝗲𝗮𝗿𝗻: Introduction to Life Settlements – Clear overview and key mechanics Market Landscape – Industry trends shaping opportunities Case Studies – Practical insights into portfolio applications Interactive Session – Live Q&A with industry experts 📅 Date: 30 September 2025 🕚 Time: 11:00 AM – 12:00 PM HKT 💻 Location: Zoom (link upon registration) 𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀: Patricia Anna Pyttlik – Executive Director, Rostrum Grand Ltd Abby Mak – CEO, AA Capital 𝘛𝘩𝘦 𝘥𝘪𝘴𝘤𝘶𝘴𝘴𝘪𝘰𝘯 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘤𝘰𝘯𝘥𝘶𝘤𝘵𝘦𝘥 𝘪𝘯 𝘌𝘯𝘨𝘭𝘪𝘴𝘩. 𝗦𝗲𝗮𝘁𝘀 𝗮𝗿𝗲 𝗹𝗶𝗺𝗶𝘁𝗲𝗱. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄 𝘁𝗼 𝘀𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻. Register Here 👉 https://lnkd.in/gA-kz8Qn

Delighted to share that our September 2026 Alpha Insights is now LIVE! The Fed has raised rates. Hong Kong’s banks have not. That gap is supporting 3.25% mortgages, property activity and IPO momentum, but with the Hong Kong dollar near its weak-side limit, liquidity already thin, and further US hikes priced in, it may not last. #AlphaInsights #FamilyOffice #HongKong #InterestRates #HIBOR #HKD #Property #GlobalMacro #PortfolioStrategy

𝗔𝗔 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 - 𝗧𝗵𝗲 𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗠𝘂𝗹𝘁𝗶-𝗦𝘁𝗿𝗮𝘁 𝗠𝗼𝗱𝗲𝗹 AA Capital and PivotalPath are hosting a webinar exploring how multi-strategy hedge funds have evolved over the past decade, the role they play in portfolios today, and the practical considerations for allocators before committing capital. Key topics: • Pass-through fee structures and the circumstances in which investors may be prepared to accept them • Longer lock-up periods, and how allocators are balancing liquidity considerations against expected returns • ⁠Capacity constraints and how investors are securing access to leading multi-strategy platforms • Established managers versus recent launches, including Asia-focused offerings 📅Date: Monday, 5th October 2026 ⏰Time: 09:00am HKT 📒RSVP: https://lnkd.in/ghrNATSk Speakers: Jon Caplis – CEO and Founder, PivotalPath ⁠Alan T. – Chief Investment Officer, AA Capital Limited The discussion will be conducted in English and is intended for professional investors only.

Delighted to share our August 2026 Alpha Insights: The Other Great Reallocation The 30-year Treasury yield hit 5.33%, a 19-year high. Gold broke US$4,700. Both at once should not happen. Central banks now hold more gold than US Treasuries for the first time since 1996. The world's most conservative capital is quietly repricing what "safe" means. This is not a gold call. It is a question about the ruler by which every asset you own is measured. Read the edition or connect with us to discuss what it means for your portfolio. #AlphaInsights #FamilyOffice #Gold #CentralBanks #GlobalMacro #HongKong #PortfolioStrategy

Everyone wanted the yield. Nobody priced the exit. In our July 2026 Alpha Insights: private credit's true default rate hit 6% once the amend-and-extends are counted, five of the six largest semi-liquid vehicles gated in a single quarter, and the worry in allocator meetings has moved upstack to hyperscaler credit. Our view on where that leaves the asset class — and why the more interesting position is on the other side of the exits — is in the full edition below. #AlphaInsights #FamilyOffice #PrivateCredit #CreditSecondaries #AsiaWealth

AA Capital Webinar - US Residential Real Estate: A New Diversifier for Asian Portfolios AA Capital is hosting a webinar on US residential real estate on exploring why it is worth a look for Asian family offices, especially with Hong Kong and China property still working through their correction. Key topics: • Where residential stacks up against office, retail, and hotels right now • Why the priciest, most supply-constrained tech cities (Silicon Valley, New York) are the better bet, not the fast-growing ones • What it actually takes to allocate from Asia. Access, Tax, Currency 📅Date: 24 August 2026 (Monday) ⏰Time: 10am-11am 📒RSVP: https://lnkd.in/gZpjn52P Speakers: Wen Shiau – Founder & Managing Partner, Cypress Capital Group Alan Tse – Chief Investment Officer, AA Capital Limited 𝘛𝘩𝘦 𝘥𝘪𝘴𝘤𝘶𝘴𝘴𝘪𝘰𝘯 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘤𝘰𝘯𝘥𝘶𝘤𝘵𝘦𝘥 𝘪𝘯 𝘌𝘯𝘨𝘭𝘪𝘴𝘩.