The $100 Trillion Wealth Transfer Problem | Li Hua Tan | TEDxHong Kong

Around $100 trillion is expected to pass to the next generation over the next 20 years, at a time when the planet faces environmental limits. In this TEDxHong Kong talk, investor Li Tan reflects on growing up with a belief that her worth was tied to her net worth, and on asking what wealth is ultimately for. She draws on nearly two decades of investing experience, including her work on impact and sustainable investment. The talk also outlines her background: co-founding Audacy in 2017, co-founding the Platinum Whisky Investment Fund in 2014, and earlier managing family office assets and a real estate corporation. She began her career as a financial analyst at Citigroup.

• The projected intergenerational transfer of about $100 trillion over 20 years
• Reflections on wealth, self-worth and the purpose of money
• Investing experience, including sustainable and impact investment
• Background in family office management and the Platinum Whisky Investment Fund

Over the next 20 years, $100 trillion will pass to the next generation —right as the planet hits its limits. Li Tan grew up believing her worth was measured in net worth. After losing millions on one trade and hearing her father call her worthless, she had to ask a harder question: what is all this money actually for? Li brings close to two decades of investing experience, co-founding Audacy in 2017 to bring high impact, sustainable investments across multiple cutting-edge sectors to like-minded investors. In 2014, Li co-founded the Platinum Whisky Investment Fund, the world’s first private equity fund investing in vintage and rare single malt whiskies, and successfully completed its exit in 2021. Prior to the whisky fund, she managed her own family office (Asia Green Group) assets, which included a diversified public equity portfolio as well as investments in alternative assets across the US, Europe, and Pan-Asia. Alongside this, she managed the family’s real estate corporation with a gross development value of US$450 million. Li began her career as a Financial Analyst in the Consumer and Healthcare team at Citigroup in New York and Los Angeles. Li graduated from the University of Southern California with a Bachelor of Science in Corporate Finance and Business Administration. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx