Services to Members and Candidates

Candidate Services Committee

  • Act as a bridge of communication between the committee and the candidates, provide necessary support and feedback to the study group leaders.
  • Share study experience and help the candidates prepare for the CFA Program examination.
David Ching (Chair)Zap ChengDr. Francis Lau
Tina Liu (Supporting staff)Jaime ChouCarson Law
 Eric FokBenjamin Xu

Career Development Committee

  • Develop and promote career development events / programs for members and potential members.
  • Contribute ideas on programs, including but not limited to speaker recruitment.
  • Coordinate event rundowns, venues, catering and advertisement flyers with assistance from CFAHK administration staff.
William Leung (Co-Chair)Prab BajwaFrancis Lau
Alfred Lau (Co-Chair)Siu Fung CheungVarun Nayyar
 Alvin HoJoey Tang
 Claire HuangDavid Tsoi
 Alan JiangLena Wong
 Danish KhanJenny Xing
 Jun Yee KohJason Yu
 Justin KwokShelley Yu
 Bosco Lam 

Continuing Education Committee

  • To organize educational events on industry developments and topics of interest to finance professionals, and to assess the eligibility of events for Continuous Professional Training (“CPT”) hours.
Adam Wong (Chair)Sebastien CerbourgNicholas Jackson
Lorenz Cheung (Vice Chair)Bosco ChanAlan Jiang
Edwin Fan (Vice Chair)Justin ChanKenny Li
Celine Mang (Supporting Staff)Tim ChanRichard Mak
Trista Lee (Supporting staff)Ivor CheungGilbert Wong
 Billy ChoiJeffrey Tse
 Alvin HoCoco Wu
 Claire HuangDarren Yuen

Continuing Education – Value Investing Special Interest Group

  • Spread awareness about the field of value investing and personal wealth creation.
  • 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.
  • Promote the fundamental-driven, long-term, value-based investment style as a way of life.
Alfred Lau (Lead)Alvin ChanWinnie Ni
Celine Mang (Supporting Staff)Albert ChengKerr Poon
Trista Lee (Supporting staff)Wallace CheungAbhilash Sivaraman
 Wan Kian ChongJeffrey Tse
 Michael ChowSue Xu
 Amanda FanLok Tin Wong
 Chloe HanCoco Wu
 Alexander LauJoe Yan
 Nelson LiSally Yang
 Edward LuiAlex Yao
 Timothy MakAndy Yau

FinTech and New Economy Committee

Position CFA Society Hong Kong as the FinTech / New Economy advocate for Hong Kong investment professionals by providing:

  • A forum to exchange views with FinTech / New Economy thought leaders.
  • A source of continuing education on the latest FinTech / New Economy developments.
  • Investment professionals with career trajectory realignment pathways.
Ashley Khoo (Co-chair)Raymond ChanVincent Pang
Prab Bajwa (Co-chair)Amy HuiRaymond Tsang
Rex Wong (Co-chair)Kenneth Kwong 
Celine Mang (Supporting Staff)  
Trista Lee (Supporting staff)  

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 (Chair)Bosco ChanSimon Pang
Nicholas Jackson (Co-chair)Donald FungSookie Si
Celine Mang (Supporting Staff)Alvin HoJacqueline Suen
Trista Lee (Supporting staff)Jun Yee KohPeter Woo
 Alex LaiJenny Xing
 Alexander LauFu Ngai Yeung
 Ka Yan LeungKenson Yeung
 Kris Li 

Services to Industry and Public

Advocacy Committee

  • 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.
  • Provide an unbiased, meaningful and independent view on advocacy issues.
Richard Mak (Chair)Sebastien CerbourgKenneth Kwong
 Francis ChanNelson Lee
 Willis ChanMarco Leung
 Ronnie CheungJohnny Mok
 Flora ChiuNic Tam
 Alvin HoDavid Tsoi
 Ashley Khoo 

Industry Relations Committee

  • Serve as a bridge between the Society and governmental bodies, regulators, and other professional organisations in the industry. 
  • Develop and maintain relations with the stakeholders in the industry, and to foster and grow mutually beneficial relations with partners to advance the Society’s mission.
  • Advocate and supply the necessary opportunities for members through partnerships and provide curated resources for members to help them pursue their goals.
Ashley Khoo (Chair)  
Alvin Ho (Chair)  

Investor Education Committee

  • Promote and enhance the financial literacy of retail investors to equip them with the knowledge, attitudes and skills to make informed financial decisions and manage their wealth wisely.
  • Collaborate with partners to offer tailored education campaigns to different target groups to ensure they remain confident and comfortable investing in the markets.
  • Support individual investors by assisting them in acquiring the information they need to make sound investment decisions. 
Ashley Khoo (Co-Chair)Raymond Tsang 
Alfred Lau (Co-Chair)  

Media Committee

  • Promote the CFA designation and CFA Society Hong Kong under our mission statement.
  • Promote and monitor public awareness within the community by serving as a resource and establishing relationships with key influences, including the local regulators and media.
Alvin M. Ho (Chair)Francis ChanWisely Ngai
Alfred Lau (Senior Vice-Chair)Eric CheungFu Ngai Yeung
Raymond Tsang (Vice-Chair)Michael ChowDebbie Zeng

University Outreach Committee

  • Plan the CFA Institute Research Challenge Hong Kong Local Final event timeline, formulate the rules and regulations and determine the subject, and to invite mentors, graders, and judges, and to organize and participate in the competition’s networking activities.
  • Reach out to local universities to offer advice and guidance to future finance professionals.
  • Launch new Student Mentorship Program.
Alvin Ho (Chair & Research Challenge Sub-group Lead)Edward ChanNelson Lee
William Leung
(Student Mentorship Sub-group Lead)
Terence ChanKris Li
Raymond Tsang
(University Relations Sub-group Lead)
Wallace CheungJoe Liew
 David ChingEdward Lui
 Carlin ChuLeo Ng
 Edwin FanKerr Poon
 Donald FungNic Tam
 Amy HuiAnna Tham
 Mariana KouLena Wong
 Justin KwokAnthony Woo
 Bosco LamJason Yu
 Alfred LauShelley Yu
William Leung
(Student Mentorship Sub-group Lead)
Edward ChanEdward Lui
Celine Mang (Supporting staff)Wallace CheungLeo Ng
Zukie Ho (Supporting staff)David ChingNic Tam
 Edwin FanAnna Tham
 Wenjie GeAnthony Woo
 Alfred LauJason Yu
 Nelson LeeShelley Yu

The Society’s Governance

Investment Committee

  • To set, implement and monitor investment policy for CFAHK reserves and working capital.
William Leung (Chair)Jaime ChouJoe Lin
Zukie Ho (Supporting staff)Alvin HoRichard Mak
 Ashley Khoo 

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.
Ashley Khoo (Chair)Kevin ChanRichard Mak
Rachel Cheung (Supporting staff)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.
Richard Mak (Chair)Alvin Ho 
 William Leung