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)Zap Cheng 
 Eric Fok 
 Dr. Francis Lau 
 Eric Li 
 Benjamin Xu 

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)Tao ChenShelley Yu
Alfred Lau (Vice-Chair)Linda CsellakVickie Zou
 Vicky Hsu 
 Justin Kwok 
 Dr. Francis Lau 
 Wenyi Ma 
 David Tsoi 
 Jenny Xing 

Continuing Education Committee

The Committee have 4 pillars, 1) Market 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)Bosco ChanCoco Wu
Lorenz Cheung (Vice-Chair)Justin ChanFlora Yau
Edwin Fan (Vice-Chair)Tim ChanKenson Yeung
 Billy Choi 
 Joanna Dai 
 Claire Huang 
 Kwok Tai Law 
 Joe Liew 

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.
Alfred Lau (Lead) Alvin Chan Jing Li
Justin Chan Gina Mok
Wen Chen Kerr Poon
Jacky Cheng Stanley Tsai
Wallace Cheung Janet Wong
Jaime Chou Coco Wu
Ricky Chui Joe Yan
Kwok Tai Law Alex Yao
Gary Leung Da Viera Yu
Hart Li Jason Zeall

Continuing Education – Web 3 & FinTech Sub-Committee

  • To organize educational events on Web 3 & FinTech industry developments and topics of interest to finance professionals, and to assess the eligibility of events for CPT hours.

  • To keep abreast of fast-moving industry developments and evolving technical skills.

  • To host events (e.g. speaker events, social, museum visit, conference visit, etc.) and facilitate / introduce speakers and lead event from end to end.

David Ching (Chair)Francis ChanKenneth Kwong
 Jim ChanGina Mok
 Kwun Ho ChanCharles Ng
 Otto ChoiQingwen Ren
 Carlin ChuAnthony Woo
 Vicky HsuPeter Woo
 Nicholas JacksonTony Yip
 Kevin KwanJason Zeall

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) Paul Benton Vincent Pang
Prab Bajwa (Co-chair) Raymond Chan Raymond Tsang
Rex Wong (Co-chair) Amy Hui Jason Zeall

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)Michael ChowAaron Tan
Nicholas Jackson (Co-chair)Jun Yee KohTerry Tao
 Alex LaiPeter Woo
 Richard LauRichie Wu
 Ka Yan LeungJenny Xing
 Charlmane LunBenjamin XU
 Wisely NgaiKenson Yeung
 Wei Ni 
 Simon Pang 
 Jacqueline Suen 

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 (Chair) Sebastien Cerbourg Aaron Tan
Willis Chan (Vice-Chair) Alex Chan David Tsoi
Monica Cheung Katie Wong
Flora Chiu Jason Yu
Linda Csellak Vickie Zou
Kenneth Kwong
Gary Leung
Johnny Mok

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 (Chair)Matthew Fong 
 Jason Yu 
 Shelley Yu 

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

  • 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.
Alvin Ho (Chair)Francis Chan 
Wisely Ngai (Vice-Chair)Eric Cheung 
 Carol Cheung 
 Michael Chow 
 Debbie Zeng 

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.
Alvin Ho (Chair & Research Challenge Sub-group Lead) Edward Chan Kris Li
William Leung
(Student Mentorship Sub-group Lead)
Terence Chan Joe Liew
Raymond Tsang
(University Relations Sub-group Lead)
Wallace Cheung Edward Lui

David Ching Leo Ng
  Carlin Chu Kerr Poon
  Edwin Fan Nic Tam
  Donald Fung Anna Tham
  Amy Hui Lena Wong
  Mariana Kou Anthony Woo
  Justin Kwok Jason Yu
  Bosco Lam Shelley Yu
  Alfred Lau Jason Zeall
  Nelson Lee  
William Leung
(Student Mentorship Sub-group Lead)
Edward Chan Edward Lui

Wallace Cheung Leo Ng
  David Ching Nic Tam
  Edwin Fan Anna Tham
  Wenjie Ge Anthony Woo
  Alfred Lau Jason Yu
  Nelson Lee Shelley Yu

The Society’s Governance

Investment Committee

  • To set, implement and monitor investment policy for CFAHK reserves and working capital.
William Leung (Chair) Jaime Chou Joe Lin

Alvin Ho Richard Mak
  Janet Li  

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 Chan 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.
Richard Mak (Chair)Alvin Ho 
 Felicia Wong