The Next Horizon: Investing in US Tech Transformation
While global markets face macroeconomic headwinds, US technology remains the undeniable engine of global innovation, accounting for the vast majority of software breakthroughs, AI infrastructure spend, and mega-cap growth.
Join us for an exclusive joint session with J.P. Morgan Asset Management (JPMAM) to examine why US tech continues to offer compelling long-term capital appreciation. We will dive deep into how investors can navigate current valuation concerns in the US market, the AI-driven growth cycle, and how to allocate capital across different subsectors, regions, and market caps.
The session features a fireside chat with Jason Yum, Executive Director at JPMAM, and Jasmine Chan, Investment Advisory Director at Endowus, to examine US tech dominance, AI valuations across subsectors like semiconductors and software, and portfolio allocation strategies.
The discussion will highlight the JPM US Technology Fund: a strategy with over two decades of track record investing in disruptive US tech leaders across both mega-caps and emerging SMID-cap innovators, and how it serves as a core engine within the broader Endowus Global Technology Portfolio.
The session will be hosted by Edwin Ho, Senior Client Advisor at Endowus.
Exclusive In-Person Event
Date: Monday, 26 October 2026
Time: 9-10 AM HKT (Registration starts at 8:45 AM)
Location: Central (Disclosed upon confirmation)
Language: English
This is an invite-only event. Secure your spot by registering via the link above. Due to limited capacity, registration will be on a first-come-first-served basis, with priority given to Endowus clients.
For any inquiries, please feel free to email us at events.hk@endowus.com.
About the speakers
Jason Yum, Executive Director, J.P. Morgan Asset Management
Jason Yum, executive director, is a member of the U.S. Equity Group. An employee since 2021, Jason is a research analyst covering the technology sector within the U.S. Equity Growth Team, with an emphasis on the U.S. Technology strategy. Prior to joining the firm, Jason spent three years at Brown Brothers Harriman as an equity research analyst covering technology and consumer. Prior to that, Jason spent four years at Loomis Sayles as a convertible bond analyst focused on the technology and telecommunication sectors. Jason also worked at Trillium Trading as an equity trader. Jason obtained a Master of Finance degree at the Massachusetts Institute of Technology and an undergraduate degree at Brown University. He is a member of the CFA Institute and a CFA charterholder.
Jasmine Chan, Investment Advisory Director, Endowus
Jasmine began her career in investment banking at Barclays Capital in Hong Kong. She spent over eight years there, advising and structuring equity derivatives and funds for clients across North Asia. Jasmine then moved to Credit Suisse, where she was part of the pioneer team of a joint venture between the private bank and investment bank that originated bespoke cross-asset investment solutions for ultra-high-net-worth investors across Asia Pacific and the rest of the world. She also worked as an investment consultant, where she provided investment advice to private banking clients in the Greater China market.
Today, Jasmine leverages her unique expertise at the intersection of investment banking and private banking to empower Endowus clients to achieve their important wealth goals. Jasmine holds a BA in Mathematics and Computer Science from the University of Oxford.
Edwin Ho, Senior Client Advisor, Hong Kong, Endowus
Edwin Ho is Senior Client Advisor at Endowus. Prior to joining Endowus, he was a Fixed Income Product Specialist in DWS Group (formerly Deutsche Asset Management), and Investment Counsellor in HSBC Private Bank where he provided investment advisory service to high net worth clients. He graduated from The University of Hong Kong with a Bachelor of Economics and Finance. He is also a CAIA and CFA charter holder.