| YEAR | PRESIDENT |
| 1992 – 2000 | George W. Long |
| 2000 – 2002 | Kevin K. C. Chan |
| 2002 – 2005 | Richard K. C. Mak |
| 2005 – 2010 | Karl H. K. Lung |
| 2010 – 2013 | Jimmy W. K. Jim |
| 2013 – 2016 | Frederick S. C. Tsang |
| 2016 – 2018 | Ashley P. W. Khoo |
| 2018 – 2020 | Tony P. A. Watson |
| 2020 – 2020 | Franki K. F. Chung |
| 2020 – 2023 | Richard K. C. Mak |
President
Dr. Alvin Ho is an experienced investment principal with a track record in private equity. He currently splits his time between managing a portfolio of private investments and institutional investing on one end, and handholding start-ups and grown-ups seeking new iterations on the other. In addition, he serves as a board member for listed companies and NGOs and is a member of investment committees for funds and platforms. Previously the legal and executive representative for the local currency funds incorporated in Beijing and Chengdu, Alvin was the Head of China for a pan-regional private equity growth fund.
Alvin holds Ph.D. in Finance from the Shanghai University of Economics and Finance, and master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports. He is the chief editor and contributed two essays to Rise from Crises, a publication of CFA Society Hong Kong.
Immediate Past President
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.
Mak was a President Council Representative of the Asia Pacific Region of CFA Institute between 2004 and 2008. He has been a CFA charterholder since 1993. He holds a Bachelor of Social Sciences from the University of Hong Kong.
Treasurer
Felicia Wong is currently a Vice President 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 10 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.
Wong is also a FRM and holds a Master of Mathematical Finance from the University of Toronto and a Bachelor of Applied Science from the University of Waterloo.
Society Secretary
Janet Li, CFA, MAoF, is a Partner and the Wealth Business Leader, Asia at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia. In her role, she leads and drives strategic growth to the business as well as its operations and implementations. She has vast experience working with institutional clients and financial intermediaries. Her experience also spans across a wide range of retirement and investment services and a diverse range of asset classes.
She is currently serving as Human Capital Committee Member of the Financial Services Development Council, Honorary Advisor and Compensation and Nomination Committee Member of the Financial Reporting Council and Hang Seng Index Advisory Committee Member. Janet 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.
Executive Director
David Ching, CFA, is currently a hedge fund manager at Polymer Capital. He was previously the Head of China Strategy and Head of China Basic Materials/ EV & Battery Research at Macquarie. He was voted Best Analyst in the Institutional Investor All-Asia Research Poll and Best Stock Picker by Starmine. He was also the President of the Oxford & Cambridge Society of Hong Kong from 2021 to 2022.
David has over a decade of experience in the equities market, having led top ranked teams at Morgan Stanley and Bank of America Merrill Lynch. Prior to equities, David held various corporate finance and strategy related roles at Jardine Matheson.
David 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.
Executive Director
Ashley Khoo, CFA, CPA, is an asset management and investment banking professional with comprehensive buy-side and sell-side experience, inclusive of portfolio management, fundamental/quantitative/pre-deal research covering Asian and China markets, multi-asset class investment, and Big 4 financial advisory.
She spearheaded launch of the Environmental, Social, Governance Committee, FinTech and New Economy Committee, and Asset Owner Series – the first location outside of New York. Ashley is an Honorary Adviser of the Financial Reporting Council, and a Standing Committee Member of The University of Hong Kong Convocation. She served as the President of the CFA Society Hong Kong from 2016 to 2018, and CFA Institute’s Presidents Council Governance Committee Member from 2019 to 2020.
Ashley holds a Master of Economics from The University of Hong Kong and a Bachelor of Science from Indiana University Bloomington, with a double major in Accounting and Computer Information System.
Executive Director
Alfred Lau has been the Investor Relations Manager at MTR Corporation since 2018. Prior to joining MTR Corporation, he was the Executive Director, Head of Property & Gaming Research, at BOCOM International Research.
Lau has more than 15 years of experience in the financial industry, with 12 years in sell-side equity research. In addition to being a CFA charterholder, he is also a Financial Risk Manager (FRM) and CESGA charterholder. He graduated from the University of Hong Kong with a Bachelor of Economics and Finance.
Executive Director
Erwin Sanft is a Founding Partner of Pasaca Capital. He has a quarter of a century’s experience in equity research. Sanft was Head of China Research at BNP Paribas, CLSA and Standard Chartered Bank, and Head of China Strategy at Macquarie Bank. He also worked as a senior portfolio manager at E Fund Management, China’s largest mutual fund manager. He has managed research teams in Hong Kong, Shanghai and Beijing, and authored many groundbreaking reports on China equities. He moved to China in 1992, studying at Nanjing University, before working at the New Zealand Consulate-General in Shanghai. Sanft has been a CFA charterholder since 2003.
Sanft has a Bachelor of Economics and a Bachelor of Finance from the University of Auckland, New Zealand, and graduated from the International Student Program in Chinese and Economics at Nanjing University, China.
Executive Director
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 JPM running team in Hong Kong.
Wong 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.
Non-Executive Director
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 fund raising. 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 life.
Lee was named the Top 10 Most Influential CFO in the China VC/PE Industry in 2017 by ChinaVenture, and the Top 10 China VC/PE CFO in 2022 by Frost & Sullivan and LeadLeo Research Institute.
Lee holds a Bachelor of Business Administration Degree from The Chinese University of Hong Kong and a Bachelor of Laws Degree from the University of London. She is a fellow member of HKICPA and a CFA charterholder. She is a director of the board and past co-chairwoman of Hong Kong Private Equity Finance Association, and a board member of China Venture Capital Finance Organization.
Non-Executive Director
William Leung is a Partner and Member of the Investment Committee at Overlook Investments having joined the firm in 2017. Prior to Overlook, William established Fundatech Capital, a boutique investment firm which invested primarily in Asia. Before that, William was with Acru Asset Management for ten years, where he was responsible for co-managing the Acru China Absolute Return Fund, an award-winning value-driven Greater China hedge fund. Prior to such, he was an Investment Analyst with Baring Asset Management covering Greater China equities in addition to the commodity and related industries in Asia.
William holds a Master of Science in Financial Engineering from Columbia University and a Bachelor of Commerce in Finance with honors from the University of British Columbia. William is also a CMT charterholder.
Non-Executive Director
Ning Lin, CFA, is currently Managing Director of China International Capital Corporation Hong Kong Asset Management Limited. Ning 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. Ning 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. Ning also served as Executive Officer (EO) representing UBS AG under HKMA. Ning was Partner and CEO of 9M Stone Capital Limited before joining CICC in 2017.
Ning holds a Master’s degree in Business.
Ning was named “CEO of the Year, Hong Kong” by Asia Asset Management in January 2022.
