CCFA x Enoch Wealth - Beyond the Core: A Fireside Chat with Steven Wang

Toronto, January 23, 2026 – The Canadian Chinese Finance Association (CCFA), in partnership with Enoch Wealth, hosted its Alternative Investments Forum, Beyond the Core, with the aim of deepening understanding and fostering professional dialogue on how alternative investments contribute to diversified, resilient, and high-performing portfolios.

Over 250 finance professionals attended a full day of discussions on the evolving role of alternative investments in portfolio construction. As market volatility and changing monetary cycles reshape traditional asset strategies, investors are increasingly turning to private equity, private credit, real estate, infrastructure, hedge funds, commodities, and digital assets to enhance diversification, income generation, and long-term stability.

The forum featured speakers from leading institutions including TD Asset Management, Fidelity Investments, Mackenzie Investments, Morgan Stanley Investment Management, Franklin Templeton Investments, Fiera Capital, and Northleaf Capital Partners.

Representing North Horizon, Steven Wang, Executive Vice President, Head of Asset Allocation, shared insights on managing asset allocation within a family office setting, drawing on experience from both large institutions and more agile, entrepreneurial environments.

Steven highlighted that while a family office setting offers the benefits of having greater autonomy and shorter decision-making cycles, this also demands more responsible and disciplined investment governance.

“Family office offers multiple opportunities and possibilities; you will always need to be on your feet to address those questions effectively,” - Steven Wang, Executive Vice President, Head of Asset Allocation, North Horizon

This agility allows family offices to respond quickly to market dislocations, but it must be anchored in a robust, long-term framework.

As a voting member of North Horizon’s Investment Committees for private equities, real assets, and hedge funds decisions, Steven discussed how family offices approach long-term wealth generation.  Unlike many large institutions that are often more liability-driven and actively pro-selection, family offices tend to focus on preserving purchasing power and compounding capital growth across generations.

The considerations may include:

• Targeting sustainable long-term expected returns.

• Protecting purchasing power by incorporating inflation dynamics into portfolio construction.

• Aligning risk tolerance, expected returns, and inflation-adjusted objectives with the specific needs of the families they preferred.

The forum concluded with an awards ceremony celebrating CCFA’s 25^th anniversary. Since its founding in 2001, CCFA has remained committed to advancing leading-edge financial insights, supporting the professional development of Asian finance professionals, and serving the broader community through financial education and investor protection initiatives.

About North Horizon 

North Horizon is a Family Office committed to investing in people and ideas to make a difference in improving our communities for generations to come. Our humility inspires us to live with compassion, respect, and gratitude, guiding our actions and shaping our character as a Family Office. Our philanthropic initiatives throughout the North America underscore our philosophy of giving back to help build a stronger, healthier and better world.