Daniel P M Jim
About
Daniel P M Jim is from Hong Kong, Hong Kong SAR. Daniel P.M. is currently Managing Director at Chartwell Capital, located in Hong Kong SAR. Daniel P.M. also works as Senior Adviser at Chartwell Family Partners, a job Daniel P.M. has held since Jan 2023. Another title Daniel P.M. currently holds is Non-Governmental Adviser (NGA) at Competition Commission. In Daniel P.M.'s previous role as a Founder and Chief Investment Advisor, Tripod BoLe Platform at OP Investment Management, Daniel P.M. worked in Hong Kong SAR until Dec 2022. Prior to joining OP Investment Management, Daniel P.M. was a Investment Director at Assured Asset Management and held the position of Investment Director at Hong Kong. Prior to that, Daniel P.M. was a Guest Speaker/Panelist (2010-19) at Various Conferences/Events from Jan 2010 to Dec 2019. Daniel P.M. started working as Guest Speaker/Panelist (2000-09) at Various Conferences/Events in Jan 2000.
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Daniel P M Jim's current jobs
One of Hong Kong's oldest investment offices since the 1960s of an indigenous 500-year merchant family, now in their 7th generation. Through its engagement strategy, uniting the firm's strategic partners to make a positive impact on Hong Kong and the GBA through investments, youth empowerment and beyond. Responsible Officer (RO). Member of the Management Committee, Risk Committee, Investment Committee and Compliance Committee.
Advising an alliance of Hong Kong multi-generational families and their partners on matters related to asset allocation, external manager selection and strategic partnerships.
Advising the Commission on matters related to the financial services sector and participating on its behalf in activities and working groups of the International Competition Network (ICN).
The Tripod Alpha Academy runs the 'Hedge Fund Masterclass' in conjunction with the HKSI Institute. The programme, comprises of FOUR modules, is an advanced programme designed to equip financial practitioners the required knowledge and skills to join and develop their career in the Hedge Fund Management industry. This programme is primarily targeted to financial practitioners with a minimum of 5 years relevant industry experience who would like to gain a solid understanding of and/or planning to enter/further develop themselves in the hedge fund management industry. The programme is supported by the Financial Incentive Scheme (FIS) of the HK Government's WAM Pilot Programme, and together with the HKSI Institute, we aim to empower Hong Kong home-grown investment talents to become world class leaders in the global alpha investing scene. First Cohort (TAA1) : November 2021 Second Cohort (TAA2) : February 2022 Third Cohort (TAA3) : July 2022 Fourth Cohort (TAA4) : August 2023
'The Art of Allocation: Navigating Japan Strategy & Manager Selection' OPIM Seminar, Mar. 25, Hong Kong 'Perspective of Overseas Asset Owners' Tokyo Asset Management Forum (TAMF) 2026, Feb. 5, Tokyo EY x AIMA 'Hedge funds navigating and thriving amidst volatility', September 4, Hong Kong OPIM 'Alpha Uncovered' Podcast, June 12, Hong Kong AFLF x FinCity.Tokyo 'Opportunities and Challenges: Navigating Japan's Investment Landscape for Family Offices', May 23, Macau HSBC Prime Finance x COPFA 'Fundraising Globally: How to Position Yourself for Success', Feb. 13, Hong Kong 'Emerging Manager Allocation Strategies of Global Institutional Investors', Tokyo Asset Management Forum (TAMF) 2025, Jan. 24, Tokyo OPIM x Enfusion Seminar 'The 1ˢᵗ Yard: Building Your Hedge Fund to a Billion', Aug. 29, Hong Kong CFA Institute/CFA Society India Webinar 'Understanding Hi-Frequency Trading and How to Select Top-Tier Strategies and Funds', Jun. 20, Virtual HFM APAC COO Summit 2024, Jan. 31, Macau HFM Asia Services Awards 2024 (Judge) Mayer Brown Panel 'Starting a Fund', Dec. 7, Hong Kong Tokenization Revolution, Nov. 2, Hong Kong HFM Asia Services Awards 2023 (Judge) HFM Asia Operational Leaders Summit 2022, Feb. 22, Virtual Allocator Investors Choice Awards 2022 (Judge) FX Markets Asia 2021, Aug. 17, Virtual CIM-HK Inv. Outlook 2021, Feb. 25, Virtual AFO Impact Investing Series 2021, Feb. 24, Virtual AFO AFLS 2021, Jan. 20, Virtual Allocator Investors Choice Awards 2021 (Judge) AIMA China Live 2020, Dec. 8, Virtual Eurekahedge Asian Hedge Fund Awards 2020, Dec. 4, Virtual AsiaHedge Forum 2020, Nov. 12, Virtual AIMA China Webinar, Oct. 12, Virtual HFM Asia Leaders' Virtual Summit 2020, May 27, Virtual Allocator Investors Choice Awards 2020 (Judge)
Course: Algorithmic and High-Frequency Trading (FINT B337F) Junior Year Course Bachelor of Business Administration with Honours in Financial Technology and Innovation (a HK Govt sponsored SSSDP Degree Program for local Hong Kong students) Milestones: 2022/23: Participated in the research project 'Learning Analytics Intervention System for Python Programming Courses' 2021/22: Biggest classroom teaching of 68 students from 20 provinces and prefecture-level cities of China. 2020/21: Course taught entirely Online involving 47 students from 20+ cities in China 2019/20: First year of teaching involving 7 students
Hedge Funds Club APAC, January 9, 2023 CFA Control Room, The Hong Kong Economic Journal, December 4, 2022 CFA Control Room, Metro Finance (FM 104), Metro Broadcast, September 22, 2022 Hedge Funds Club APAC, June 14, 2021 HFM AsiaHedge, August 5, 2020 Asianinvestors, March 24, 2020 Asianinvestors, March 13, 2020 HFM InvestHedge, July 16, 2019 HFM AsiaHedge, June 24, 2019 HFM AsiaHedge, February 2018 SCMP, September 21, 2016 The Economist, October 29, 2011 CNBC, June 9, 2011 CNBC, May 19, 2011 Channel NewsAsia, May 18, 2011 Channel NewsAsia, April 28, 2011 CNBC, March 18, 2011 CNBC, February 14, 2011 CNBC, January 28, 2011 Bloomberg TV, January 3, 2011 CNBC, December 28, 2010 CNBC, December 13, 2010 ATV, November 26, 2010 CNBC, August 18, 2010 Bloomberg TV, July 16, 2010 CNBC, July 15, 2010 CNBC, June 29, 2010 CNBC, May 4, 2010 Bloomberg TV, December 4, 2009 BloombergUTV, November 19, 2009 Bloomberg TV, September 24, 2009 CNBC, September 21, 2009 CNBC, July 31, 2009 Bloomberg TV, July 27, 2009 CNBC, June 29, 2009 Bloomberg TV, June 22, 2009 Bloomberg TV, February 2, 2009 BloombergUTV, September 25, 2008 BloombergUTV, July 7, 2008
Trained over 5,000 financial practitioners from Hong Kong, China and Asia on selected industry topics, at the Institute and in-house. Courses: Understanding Hedge Funds; Introduction to Hedge Fund; Asset Management Fundamentals; Asset Management Industry: Annual Reviews (since 2017); Mandatory Provident Fund; Selection Techniques for Direct Equity Investments; Avoiding Dubious Arrangements and Transactions In-house trainings conducted for: American Express, Bank Indosuez, Bank of Communications, Barclays, Bear Stearns, China Construction Bank, HK Police Force Commercial Crime Bureau, HSBC, LGT Bank, Liu Chong Hing Investment, Ping An Insurance, Principal Insurance, Societe Generale, Standard Chartered Bank, Standard Life, State Capital Investment Corporation, Vietnam.
Daniel P M Jim's past jobs
An emerging manager platform, we aim to empower and showcase up and coming investment talents from Asia to the family office and dedicated Asian investing communities in the EU and the world, in partnership with the Pharus Group in Europe and OPIM. Managers on the Platform: Pinerion (Volatility), Nov. 2020 Admiralty Harbour (Credit)*, Jan. 2021 TT China (Equity), Jun. 2021 Golden Horse (Macro)*, Aug. 2021 First Beijing (Equity)*, May. 2022 *Awardee/Nominee at the HFM APAC Performance Awards in the subsequent years
Being the incumbent Responsible Officer and MIC for RA9 (Asset Management) post acquisition of Tripod, my role was to enhance a smooth transition into the hands of the new management. Helped also to incubate the first AI-enhanced US Consumer Credit fund managed out of Hong Kong, a nominee of the 'New Fund of the Year' at the 2018 AsiaHedge Awards.
Risk HK 2019, Jun. 21, Hong Kong OPIM X Bloomberg Seminar 2019, Apr. 25, Hong Kong HFM Asia Breakfast Briefing 2019, Jan. 17, Hong Kong Allocator Investors Choice Awards 2019 (Judge) AsiaHedge Forum 2018, Oct. 30, Hong Kong UBP Family Office Roundtable 2017, Hong Kong Family Office Solutions Showcase 2017, Jan. 19, Hong Kong Credit Suisse APAC Hedge Fund Leadership Conference 2016, Jun. 2, Hong Kong Hedge Fund World Asia 2011, Sep. 8, Hong Kong (Judge) Structured Products Asia Summit 2011, Sep. 5, Hong Kong ETFs Asia 2011, Aug. 31, Hong Kong Bloomberg Hedge Fund Asia 2010, Oct. 19, Hong Kong BofA-Merrill Lynch Investor Panel 2010, May 5, Hong Kong
Asia Risk 2008, Nov. 21, Hong Kong Indexing Strategies Asia 2007, Nov. 28, Hong Kong Masters of Inv. Mgt. 2007, Sep. 28, Hong Kong Paris-Europlace Financial Forum 2007, Sep. 24, Hong Kong Hedge Funds World Asia 2007, Sep. 13, Hong Kong Hedge Funds World Asian Managers Showcase 2007, May 24, Singapore 'Finding Values in Asian Hedge Funds' Roundtable 2006, Dec. 5, Hong Kong China Securities Fund Forum Int'l 2005, Dec. 2, Shenzhen Funds World China 2004, Oct. 28, Shanghai Hedge Funds World Asia 2004, Sep. 14, Hong Kong