Advisory Board

Mr Chan has more than 30 years of experience in investment management and corporate finance, working for financial institutions in Canada and Hong Kong. He now makes private equity and venture capital investments for a family office in Hong Kong.

Mr Chan was a director of CFA Hong Kong from 1992 to 2002 and was the President of CFA Hong Kong from 2000 to 2002. He also served on the Advisory Committee on Human Resources Development for the Financial Services Industry of Financial Services Bureau of Hong Kong SAR government from 2000 to 2002, and the Global Council of Association for Investment Management and Research from 1999 to 2004. He also served as a director of University of Toronto (Hong Kong) Foundation

Dr. Terence Chan is the chairman of Bay Area Capital Partners Limited, a HK SFC licensed asset management firm that focuses on private equity investment in the area of real estate & infrastructure asset, property & construction technology, clean energy, fintech, ESG enhancement and smart cities applications. Dr. Chan has worked in the sector of real estate investment & finance, listed company merger & acquisition in the regional capital market for 30 years. He has been an Adjunct Associate Professor in the Department of Real Estate and Construction of the University of Hong Kong with main areas of research in cross-border real estate investment, asset securitization, technology application and sustainable development.

Dr. Chan not only holds PhD in Economics and MSc in Real Estate, but also gets the fellow professional membership in CPA Australia (FCPA) & Royal Institute of Charted Surveyors (FRICS) as well as the professional designation of Charted Financial Analyst (CFA). He deeply devotes to industry & professional bodies such as assuming the chairman of ESG & Sustainable Investment Committee of Hong Kong Independent Non-Executive Director Association, Co-chairman of the Belt & Road Working Group of Hong Kong Green Finance Association, member of REIT Committee of Securities & Futures Commission, member of Mainland Opportunity Committee of Financial Service Development Council and member of Greater Bay Area Committee of CPA Australia.

Dr Chan actively participates in education and social service. He was a Council Member of Hong Kong Baptist University. He is currently the Deputy Chairman of Hong Kong Education University Council, the Chairman of the Advisory Board of Business Discipline of the Hong Kong Institute of Vocational Education, a Member of the Advisory Committee of Graduate Employment of The Hang Seng University of Hong Kong. He is s also a Member of the Chinese Association of Hong Kong & Macao Studies of the State Council and a Member of the 2021 Election Committee of the HKSAR Government.

Dr. Jimmy Jim is the Head of the Global Markets Department at ICBC (Asia). He has almost 30 years’ experience in the banking and financial industry and has held senior positions with many leading international banks. Jim has worked across Hong Kong, Tokyo and Australia in trading and the sale of precious metals, financial and debt capital market products, asset / liability management and portfolio management.

He was the President of CFA Society Hong Kong between 2010 and 2013. He is a CPA (Australia) and holds a Doctor of Business Administration from The Hong Kong Polytechnic University and a Master of Applied Finance from Macquarie University.

George Long is the Founder, Chairman and Chief Investment Officer of LIM Advisors Limited. Before establishing LIM in 1995, he set up and ran the Asian division of Barclays Global Investors, and served on the Executive Committee for Barclays Group Asia and the Global Investment Committee in London. He has previously the managing director and chief investor officer of Gartmore Asia and the head of the Korean office of Indosuez W.I. Carr Securities (now Credit Agricole). He started his career in New York with Manufacturers Hanover Trust (now part of JP Morgan Chase) by attending the management training and credit analyst program and then working as a credit analyst and international banker in New York and Asia.

Long is a former governor of CFA Institute and in 1992 established what would become CFA Society Hong Kong, serving as its president for eight years. He also set up the Hong Kong/ China Chapter of the Alternative Investment Management Association in 2002 and was its chairman for five years. He was also previously on the Asian Advisory Board of the International Swaps and Derivatives Association (“ISDA”). He holds a Master of Business Administration in Finance and a Master’s Degree in Asian Studies from the University of Washington in Seattle.

Karl Lung has 30 years’ experience in the investment industry and currently works as an independent consultant on investment-related issues. Previous positions include Portfolio Manager with ABN AMRO Asset Management (Asia) Limited, with responsibility for Hong Kong equity investments, and Investment Analyst at brokerage houses such as W.I. Carr (Far East) Limited, Schroders Securities (Hong Kong) Limited, Nomura Research International Company Limited, and Sun Hung Kai Properties Limited.

Mr Lung was the President of CFA Hong Kong between 2005 and 2010, and also served as Director of CFA Hong Kong from 1993 till 2018. He has been a member of the Advisory Committee on Human Resources Development in the Financial Services Sector of the Financial Services and the Treasury Bureau (F STB), and a member of the Public Shareholders Group, Takeovers and Mergers Panel and Takeovers Appeal Committee of the SFC. Lung holds a Master of Business Administration from the University of Toronto.

James Soutar is the Director at Phoenixlnvest Group (HK) Ltd. He was previously Executive Director of FrontPoint Management (HK) Limited and the portfolio manager of the FrontPoint Asia Pacific Fund. He is also a co-founder of Phoenix Research Limited and was the Managing Director of Lombard Odier (Asia) Limited.

Soutar has been a member of the Hong Kong Exchanges’ Listing Committee since May 2007. He was also the Chairman of the Advocacy Committee of CFA Society Hong Kong and served on its board from January 1998 to January 2009. He graduated from Tufts University, Boston.

Mr. Frederick Tsang, a CFA charter holder, has more than 30 years’ experience in the Hong Kong financial industry and was formerly the Chief Risk Officer of China Everbright Limited. He was previously Head of Equity Research at the Hong Kong branch of brokerage firms including Deutsche Morgan Grenfell, Nomura and Banque Nationale de Paris (BNP).

He has been a member of the Process Review Panel for the SFC since 2016 and the FRC since 2021, and was previously a member of the Advisory Committee of the SFC and the Securities and Futures Appeals Tribunal. Tsang also served as a board member and the President for 2013-2015 of CFA Society Hong Kong. He has a Bachelor of Economics with Finance and Accounting from Wilfrid Laurier University and a Master’s degree from the University of Alberta.