Committees

Services to Members and Candidates

Candidate Services Committee

  • To act as a bridge of communication between the committee and the candidates, provide necessary support and feedback to the study group leaders.
  • To share study experience and help the candidates prepare for the CFA Program examination.
David Ching (Chair) Wallace Cheung Eric Li
Zap Cheng (Vice-Chair) Eric Fok Benjamin Xu
Dr. Francis Lau Abby Yip

New Members Advisory Council

  • Serves as a bridge between the Society and recently joined members, aiming to understand their needs and interests.
  • Facilitates a vibrant and inclusive community for new members within the Society by organizing tailored initiatives and fostering increased engagement.
David ChingEric ChanSigmund Jiang
Felicia WongSamuel ChanMike Kwok
 Mo CheungShixin Sheng
 Jacob Chiu 
 Miu Choi 

Career Development Committee

  • To develop and promote career development events / programs for volunteers, members and potential members.
  • To contribute ideas on programs, including but not limited to speaker recruitment.
  • To coordinate event rundowns, venues, catering and advertisement flyers with assistance from the Society office.
  • To promote career development events.
Janet Li (Chair)Gowthaman Appavu MuruganandanYuheng Li
Wenyi Ma (Vice-Chair)Tao ChenDelvin Tan
 Linda CsellakJoey Tang
 Matthew FongDavid Tsoi
 Sijie HuangLena Wong
 Justin KwokVickie Zou
 Dr. Francis Lau 

Continuing Education Committee

The Committee has 4 Pillars, 1) Macro, Markets and Investments, 2) Tech & Innovation, 3) Risk and Compliance and 4) ESG.

  • To keep abreast of industry developments and evolving technical skills.
  • To organize educational events on industry developments and topics of interest to finance professionals.
  • To host events – to facilitate / introduce speakers and to lead event from end to end.
  • To assess the eligibility of events for Continuous Professional Training (“CPT”) hours by designated Committee members.
Adam Wong (Chair)Sebastien CerbourgStephanie Li
Tim Chan (Vice-Chair)Bosco ChanSylvia Ng
Lorenz Cheung (Vice-Chair)Raymond ChanKevin Poon
Edwin Fan (Vice-Chair)Billy ChoiJeffrey Tse
 Joanna DaiCoco Wu
 Dicky FungKenson Yeung
 Kwok Tai Law 

Continuing Education – Alternative Investments Special Interest Group

  • To spread awareness about the field of value investing and personal wealth creation.
  • To provides a forum for like-minded members to discuss, apply, and modify value investment approaches, to educate members about the core tenets of value investing and how they can be modified to keep up with current and future market conditions.
  • To promote the fundamental-driven, long-term, value-based investment style as a way of life.
Dr. Alvin Ho (Lead)Francis ChanHart Li
Grace Lee (Lead)Eric CheungRock Li
Michael Chow (Lead)Jaime ChouDickson Man
 Strauss ChuShopin Matsuyama
 Zachary ChuaAdrian Sun
 Gemini ChungKaren Tam
 Kenneth KwongJanet Wong
 Harry LamRebecca Xu
 Brandon LeungMitty Zhang
 Walter Leung 

Continuing Education – Momentum / Growth-investing Special Interest Group

Group members would explore and study in the following areas:

  • Leading indicators: Identify patterns, metrics to provide better visibility of future market trend
  • How to deal with market volatility: Strong bull stocks will continue their advance and may even become overvalued over time. However, those stocks could abruptly transform into bear stocks if one parameter is missed. A typical illustration of this type of market behavior is Tesla. It is therefore important for group members to identify what should be the right investment strategies
  • Risk management: Besides portfolio diversification, group members are to discuss what are the best tools to hedge against the risk of their holdings
Wallace Cheung (Lead)Alvin ChanLhimark Lau
 Daniel ChanGary Leung
 Eric ChanShopin Matsuyama
 Weile ChanDr. Allen Ng
 Albert CheugKevin Poon
 Mo CheungQingwen Ren
 Kenneth HoHitesh Tanwani
 Sigmund JiangJason Wan
 Shoaib KhanCoco Wu

Continuing Education – Value Investing Special Interest Group

  • To spread awareness about the field of value investing and personal wealth creation.
  • To provides a forum for like-minded members to discuss, apply, and modify value investment approaches, to educate members about the core tenets of value investing and how they can be modified to keep up with current and future market conditions.
  • To promote the fundamental-driven, long-term, value-based investment style as a way of life.
Wallace Cheung (Lead)Eric ChanHart Li
 Jim ChanTimothy Mak
 Manjury ChanDr. Allen Ng
 Weile ChanVivek Nittala
 Albert ChengKerr Poon
 Jacky ChengLeon Qi
 Tat Hong CheongHo Bong Sin
 Mo CheungKaren Tam
 Zachary ChuaHitesh Tanwani
 Ricky ChuiStanley Tsai
 Kenneth HoJason Wan
 Shoaib KhanEnci Wang
 Arthur LamJanet Wong
 Harry LamMilton Wong
 Lhimark LauAlex Yao
 KT LawJoyce Yim
 Henry LeeZheyuan Zhang
 Gary Leung 

Continuing Education – Web 3 & FinTech Sub-Committee

Group members would explore and study in the following areas:

  • Contribute to the eco-system of Private Equity business

  • Discuss, explore and identify issues and trends driving the alternative asset space

  • Provide a springboard for further programs and events

  • Represent the Society in the PE or alternative asset community to foster collaborations

David Ching (Chair)Alvin ChanDavid Lam
Qingwen Ren (Vice-Chair)Alex ChanKeith Lee
 Daniel ChanDebbie Man
 Amanda ChengCharles Ng
 Kevin KwanDr. Tony Yip
 Kenneth Kwong 

Member Services Committee

  • To participate in organizing CFAHK Member Services events and activities, including signature events, such as the annual dinner and awards night, as well as lifestyle, sports, and social events.
Felicia Wong (Co-Chair)Gowthaman Appavu MuruganandanArthur Lam
Nicholas Jackson (Co-Chair)Lok Ki ChanRichard Lau
Joyce Yim (Vice-Chair)Amanda ChengKa Yan Leung
 Jacob ChiuWalter Leung
 Miu ChoiDaisy Lin
 Michael ChowWisely Ngai
 Eric FokSimon Pang
 Sijie HuangKaren Tam
 Eiji InoharaChris Wong
 Evonne JinBenjamin XU
 Man Ting KwanMitty Zhang
 Alex Lai 

Services to Industry and Public

Advocacy Committee

  • To review and provide valuable comments and suggestions on consultation papers published by the government, regulators and other professional bodies, such as the Hong Kong Stock Exchange, the Securities and Futures Commission, the CFA Institute, etc.
  • To provide an unbiased, meaningful and independent view on advocacy issues.
Richard Mak (Co-Chair) Alex Chan Slyvia Ng
Willis Chan (Co-Chair) Francis Chan Leo Yeung
Monica Cheung (Vice-Chair) Michelle Choy Jason Yu
Mike Kwok
David Lam

Advocacy – Investor Education Sub-Committee

  • To promote the application of fundamental analysis and proper risk management techniques to support investment decision process.
  • To raise the awareness of investment disciplines among retail investors.
  • To strengthen investors’ understanding on the evolution of investment products.
Richard Mak (Co-Chair)Jim Chan 
Wisely Ngai (Co-Chair)Zap Cheng 
 Michelle Choy 
 Linda Csellak 
 Matthew Fong 

Media Committee

  • To promote the CFA designation and CFA Society Hong Kong under our mission statement.
  • To enhance and monitor public awareness within the community by serving as a resource and establishing relationships with key influences, including the local regulators and media.
Wisely Ngai (Chair)Jacky ChengDaisy Lin
 Eric CheungDickson Man
 Miu ChoiMike Tang
 Otto ChoiStanley Tsai
 Michael ChowDavid Tsoi
 Man Ting KwanElaine Wong
 Kar Ming Kwok 

University Outreach Committee

  • To plan the CFA Institute Research Challenge Hong Kong Local Final event timeline; formulate the rules and regulations and determine the subject; invite mentors, graders, and judges; and to organize and participate in the competition’s networking activities.
  • To reach out to local universities to offer advice and guidance to future finance professionals; and to participate in university events to mingle with students and to promote our Society.
  • To plan the Student Mentorship Program.
Kerr Poon (Chair)Ka Ho ChengLeon Qi
Wallace Cheung (Vice-Chair)Jaime ChouDr. KP Wat
Candy Wong (Vice-Chair)Ricky ChuiElaine Wong
 Edwin FanLena Wong
 Justin KwokMilton Wong
 Lhimark LauJoyce Yim
 Xiang LeDr. Tony Yip
 Dr. Kris LiJason Yu
 Wisely Ngai 
Dr. Lewis Tam (Chair)

The Society’s Governance

Investment Committee

  • To set, implement and monitor investment policy for CFAHK reserves and working capital.
Joe Lin (Chair)Jaime ChouWilliam Leung
 Dr. Alvin HoRichard Mak
 Janet LiFelicia Wong

Nomination Committee

  • Review the structure, size, diversity profile and skills matrix of the Board and make recommendation on any proposed changes to the Board to complement the Board to achieve the Society’s strategic goals.
  • Identify suitable director candidates and select or make recommendation to the Board on the selection of individuals to be nominated as Directors to fill board vacancies as and when they arise.
  • Ensure plans are in place for orderly succession to the Board and oversee the development of a diverse talent pipeline, taking into account the challenges and opportunities facing the Society, and the skills and expertise needed on the Board in the future.
  • Review the Director nomination policy periodically and make recommendations on any proposed revisions to the Board.
Richard Mak (Chair)Kevin ChanDr. Alvin Ho
 Dr. Jimmy Jim

Remuneration Committee

  • Make recommendations to the Board on remuneration packages. 
  • Review and approve the management’s remuneration proposals with reference to the Society’s goals and objectives.
  • Consider salaries paid by comparable organisations, time commitment and responsibilities and employment conditions elsewhere in the group.
Dr. Alvin Ho  
Richard Mak  
Felicia Wong  
Janet Li