Dr. Alvin Ho is an experienced investment principal with a proven track record in private equity. While dedicating time to teaching at universities, he balances managing private investment portfolios and institutional LP investing with mentoring both start-ups and established companies. In addition, he serves as a board member for listed companies and NGOs, and is a member of investment committees for various funds and platforms. Previously the legal and executive representative for local currency funds incorporated in Beijing and Chengdu, he was the Head of China for a pan-regional private equity growth fund.

As President of the Society, Alvin spearheaded key initiatives to advance industry collaboration. He curated the Society’s 30th-anniversary publication, featuring insights from 30 distinguished industry experts, and launched the flagship ‘Presidential Moment’ series, convening global luminaries including a Nobel Laureate, top strategists, authors, and executives like a multinational bank’s Hong Kong CEO.

Alvin holds a Ph.D. in Finance from the Shanghai University of Finance and Economics, along with master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports, and served as chief editor of, and contributor to, RISE FROM CRISES, a publication of CFA Society Hong Kong.

Richard Mak has been the Head of Product and Business Management – Asia of Pictet Wealth Management since January 2020. He is responsible for the product development and business risk management of the Asia Investment Platform. He joined Pictet in 2011 to lead the Asia Advisory Team providing investment advice to high net-worth investors. Prior to joining Pictet, he was Head of Advisory-Asia at BNP Paribas Wealth Management. He has more than 30 years’ experience in the finance industry, including 17 years in equity investments, and he has been advising private clients on global investments since 2003.

Richard is the Immediate Past President of CFA Society Hong Kong and served as the President from 2003 to 2005 and 2021 to 2022. He was the President Council Representative of the Asia Pacific Region of CFA Institute between 2004 and 2008. He received the 2023 Lifetime Achievement Award from CFA Institute.

Richard has been a CFA charterholder since 1993 and obtained the CFA Institute’s Certificate in ESG investing in 2022. He holds a Bachelor of Social Sciences from the University of Hong Kong (HKU).

David is currently a Strategic Investment & Partnership Director at Animoca Brands, bringing over 15 years of experience of investing and driving innovation in Web3, AI, GameFi, decentralized physical infrastructure networks (DePIN), real world assets (RWA), and energy transition. He has a proven track record of success in investment, having served as Chief China Strategist and Portfolio Manager at Morgan Stanley, Bank of America Merrill Lynch, Macquarie, and Polymer Capital. He has been recognized as the Best Analyst in the Institutional Investor All-Asia Research Poll and the Best Stock Picker by Starmine.

David chairs the Web3 and FinTech Sub-committee and the Candidate Services Committee at CFA Society Hong Kong. He was also the President of the Oxford & Cambridge Society of Hong Kong from 2021 to 2022. He is a first-class honours graduate from the University of Oxford with full scholarship, where he majored in Engineering, Economics and Management. He is a CFA charterholder and a CIMA-qualified accountant.

Felicia Wong is currently an Executive Director in the Internal Audit Division at a leading US investment bank, with primary coverage in institutional securities sales and trading business. She has more than 15 years’ experience in the financial industry, including at Goldman Sachs (Asia) LLC, providing audit coverage in institutional securities and risk management from 2012 to 2015, and Bank of Montreal in Toronto as an audit manager and quantitative specialist. She later transitioned to capital market treasury, where she provided risk oversight on liquidity and funding.

Felicia is also a Financial Risk Manager (FRM) and holds a Master of Mathematical Finance from the University of Toronto and a Bachelor of Applied Science from the University of Waterloo. She is currently enrolled in Master of Studies in Sustainability Leadership at the University of Cambridge.

Janet Li is the Chief Executive Officer of BEA Union Investment. Prior to joining BEA Union Investment, she was the Wealth Business Leader for Asia and a Partner at Mercer, where she led the Retirement and Investment business of the firm in the region. Throughout her over 20 years’ investment consulting career, she worked closely with institutional clients and platforms on their portfolios, and across diverse types of asset classes ranging from public to private markets investments.

Janet is currently serving as the Chairman of the Executive Committee of the Hong Kong Retirement Schemes Association (HKRSA). She is also a Member of the Human Capital Committee of the Financial Services Development Council (FSDC). She is an Adjunct Associate Professor of The Faculty of Business and Economics at The University of Hong Kong.

Janet graduated with Bachelor Degree of Economics and Finance from the University of Hong Kong and is a CFA charterholder.

Tim Chan is the Head of Sustainability Research (Asia Pacific ex Japan) at a bulge bracket investment bank. He is a Vice Chair of the Continuing Education Committee of CFA Society Hong Kong and heads the ESG pillar.

Previously, Tim was a senior ESG analyst at Manulife Investment Management where he led the ESG integration, research, and engagement efforts in North Asia. Before that, he worked as an advisory manager at Ernst & Young within their climate change and sustainability services team.

Tim holds a bachelor of science in molecular biotechnology from the Chinese University of Hong Kong, and a master of science in environmental management from the University of Hong Kong. He is also a CFA charterholder, a chartered environmentalist and an EFFAS certified ESG analyst. He currently serves as a Visiting Scholar at the University of Science and Technology (HKUST).

Monica Cheung has extensive experience in financial advisory across Hong Kong, China, and Singapore, showcasing her expertise in navigating regulatory frameworks and industry standards by advising on corporate transactions. She is proficient in English, Chinese, and Japanese, which enables her to excel in fostering effective communication with diverse stakeholders.

Monica actively involves in community service by serving as Vice-Chair of the Advocacy Committee at CFA Society Hong Kong and holds multiple professional qualifications, including CFA, FCPA, and CESGA.

Monica graduated from The Chinese University of Hong Kong with First Class Honours.

Wallace Cheung brings over 15 years of sell-side research experience and a successful track record in capital raising for 13 listed companies. He was the Head of Internet Research at Credit Suisse, where he established himself as a top-ranked Internet analyst, for eight years. He played a crucial role in 12 Internet and technology IPOs, including Baidu. Before that, he spent six years as a telecom and technology analyst at DBS Vickers Securities.

Wallace also served as the Vice President of Investor Relations at Alibaba Group, contributing to the IPO team and engaging with global investors. He is an active venture investor and entrepreneur, co-founding Invbots.com, a fintech startup, and serving as its CEO. He is also a co-founder of Shopuddy, a loyalty solution provider with a user base from around the globe.

Wisely Ngai is currently a Vice President of the Hong Kong Exchanges and Clearing Limited (HKEX), responsible for external fund investments. Before joining HKEX, he was a Vice President at Conning Asia Pacific Limited, managing the Fund of Funds business and the fund research team. Before that, he worked for several international financial institutions, focusing on hedge fund and mutual fund research, due diligence and investment.

Wisely graduated from the University of Hong Kong (HKU) with a Bachelor degree in Economics and Finance. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder. He serves as a Master’s Programmes Mentor of the HKU Business School, and is the Chair of the Media Committee of the Society.

Adam Wong is currently an Executive Director at a global bank. He was previously an ultra-high-net-worth banker and co-chair of the Asia Advisory Council of JP Morgan Private Bank, and co-founder of the JPM running team in Hong Kong.

Adam chairs the Continuing Education Committee. He was co-chair of Member Services Committee and helped establish the Society’s running team as well as Mentorship Program. He graduated from the University of Hong Kong with First Class Honours, majoring in Economics and Finance. He is a FRM, as well as an AWS Certified Cloud Practitioner.

Grace Lee is a Partner and Group COO of Qiming Venture Partners. She has extensive experience in the venture capital industry covering investment, portfolio management, fund operation and fundraising. Prior to joining Qiming in 2009, she was the Deputy CFO and Compliance Officer of C. V. Starr Asia. Previously, she was an investment professional dealing with private equities and listed securities when she worked at PAI Partners and JAFCO Asia. She was also an auditor in the early part of her career.

Grace was named among the Top 10 Most Influential CFOs in the China VC/PE Industry in 2017 by ChinaVenture, and among the Top 10 China VC/PE CFOs in 2022 by Frost & Sullivan and LeadLeo Research Institute.

Grace holds a Bachelor of Business Administration Degree from The Chinese University of Hong Kong and a Bachelor of Law degree from the University of London. She is a fellow member of HKICPA and a CFA charterholder. She is a Founding Member of the board and past co-chairwoman of the Hong Kong Private Equity Finance Association (HKPEFA), and a board member of the China Venture Capital Finance Organization (CVCFO).

Ning Lin is currently Managing Director of China International Capital Corporation Hong Kong Asset Management Limited. He has over two decades of uniquely distinguished experience with top investment banks in the US, Europe and Asia; buy-side and sell-side; proprietary investment and asset management. He started his career at Lehman Brothers in 1999, and also worked at Nomura International after the merger in 2008, as a fixed-income trader. From 2010 to 2016, he worked at UBS as Managing Director and fixed income trading head in APAC. He also served as Executive Officer (EO) representing UBS AG under HKMA. He was Partner and CEO of 9M Stone Capital Limited before joining CICC in 2017.

Ning holds a Master’s degree in Business, and was named “CEO of the Year, Hong Kong” by Asia Asset Management in January 2022.

Alice Wong serves as Executive Director and Portfolio Manager for the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team at J.P. Morgan Asset Management. Based in Hong Kong, she co-manages the Asia Pacific Equities strategy, which thoughtfully combines fundamental and quantitative research approaches.

With over 20 years of experience in the financial industry, including nearly 12 years at J.P. Morgan, Alice leads quantitative research initiatives in Asia and is a committed member of the Global Quantitative Research Council, contributing her expertise to enhance investment strategies.

Before joining J.P. Morgan in 2013, Alice was a Portfolio Analytic Manager at Fidelity, focusing on the Asia Pacific region with expertise in idea modeling, optimization, and capacity analysis. She began her career in 2005 as a Fund Accountant for Fortress in New York, working with Citco Canada.

Alice earned a Bachelor of Mathematics from the University of Waterloo and a Master of Science in Finance from both New York University Stern School of Business and Hong Kong University of Science and Technology. She is also a CFA Charterholder. She has actively volunteered with the CFA Society Hong Kong (previously The Hong Kong Society of Financial Analysts), leading the Best Research Report Competition from 2014 to 2020, and served as a Board member from 2017 to 2020.