Cover Image for WOA Shanghai Presents… Principles of Asset Allocation: Where Theories Come Alive
Cover Image for WOA Shanghai Presents… Principles of Asset Allocation: Where Theories Come Alive
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WOA Shanghai Presents… Principles of Asset Allocation: Where Theories Come Alive

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Shang Hai Shi, China
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About Event

Alison Zhao and Nicole Su will open the conversation on allocation philosophy and long-term thinking — examining how a practitioner's principles are forged and tested in conditions the textbooks never anticipated. Shinya Deguchi will then make the case that David Swensen's lineage of the endowment approach is very much alive, but that inheriting it faithfully means having the introspection to evolve it - and that the lineage only survives through those willing to question it.

Event Details

📅 Date: Wednesday, August 19, 2026

🕓 Time: 3:45 PM – 6:00 PM

🥂 Happy Hour & Networking: From 6:00 PM onwards

📍 Location: Shanghai (details will be shared with confirmed participants)

Agenda

3:45 PM – 4:00 PM Registration

4:00 PM – 5:00 PM Fireside Chat with Alison Zhao & Nicole Su

The Art of Asset Allocation: Philosophy & Long-Term Thinking

5:00 PM – 5:30 PM Presentation by Shinya Deguchi

David Swensen is Dead; Long Live the Endowment Approach!

5:30 PM – 6:00 PM Q&A and Interactive Discussion

6:00 PM onwards Happy Hour & Networking

Speakers

🎤 Alison Zhao, Founder & Principal, Nine River Capital 🎤 Shinya Deguchi, Star Magnolia Capital 🎙 Moderator: Nicole Su, Chair of the Board, WOA

Limited seats available. This event is exclusively for WOA members and invited guests.

Location
Please register to see the exact location of this event.
Shang Hai Shi, China
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