AIMA Hong Kong Fund Manager Briefing: Broker vote best practices and trends in research management

Hong Kong In-person

AIMA invites you to join our breakfast briefing on Tuesday, 6 June 2023.

This session will cover trends and market practices for Broker Vote, including factors and components of scorecards, technology and tools used in vote processes, frequency and other considerations for managers at various AUM and business scale. In conjunction with this, our Consulting team will provide an update on Research Management trends and other methods we see managers deploying for creating efficiencies in their research processes.


  • Kathy Kwan, Head of Events, AIMA


  • Chris Helbig, Head of APAC Client Management, BofA Securities
  • Adrian Pang, APAC Prime Financing Business Consulting Services, BofA Securities
  • Halley Caldwell, Head of APAC Prime Financing Advisory, BofA Securities

Please note these sessions are open to managers only and there is a limit on the number of attendees per firm. Places are allocated on a first-come, first-served basis.

Registration is currently closed, please email here for further inquiries. 

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