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)Dr. Terence ChanWenyi Ma
Alfred Lau (Vice-Chair)Tao ChenJoey Tang
 Linda CsellakDavid Tsoi
 Vicky HsuLena Wong
 Mariana KouJenny Xing
 Justin KwokShelley Yu
 Dr. Francis LauVickie Zou
 Yuheng Li 

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 ChanJoe Liew
Lorenz Cheung (Vice-Chair)Justin ChanJeffrey Tse
Edwin Fan (Vice-Chair)Tim ChanGilbert Wong
 Billy ChoiCoco Wu
 Joanna DaiFlora Yau
 Claire HuangKenson Yeung
 Kwok Tai Law 
 Stephanie Li 

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 ChanTimothy Mak
 Justin ChanGina Mok
 Wen ChenKerr Poon
 Albert ChengStanley Tsai
 Jacky ChengJeffrey Tse
 Wallace CheungJanet Wong
 Jaime ChouCoco Wu
 Ricky ChuiSue Xu
 Kwok Tai LawJoe Yan
 Gary LeungAlex Yao
 Hart LiDa Viera Yu
 Jing LiJason Zeall
 Siyao Li 

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)Daniel ChanCynthia Law
 Francis ChanGina Mok
 Jim ChanCharles Ng
 Kwun Ho ChanQingwen Ren
 Otto ChoiDr. Anthony Woo
 Vicky HsuPeter Woo
 Nicholas JacksonDr. Tony Yip
 Kevin KwanJason 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)Miu ChoiSimon Pang
Nicholas Jackson (Co-Chair)Michael ChowHing Wa Poon
 Megan FooJacqueline Suen
 Mu HuangAaron Tan
 Jun Yee KohJoey Tang
 Alex LaiTerry Tao
 Richard LauPeter Woo
 Cynthia LawRichie Wu
 Ka Yan LeungJenny Xing
 Charlmane LunBenjamin XU
 Wisely NgaiKenson Yeung
 Winnie NiJoyce Yim

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
Alfred Lau (Lead)Eric Chan 
 Carman Cheung 
 Wallace Cheung 
 Edward Grissell 
 Alvin Ho 
 Larry Hung 
 Gary Leung 

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 CerbourgAlfred Lau
Willis Chan (Vice-Chair)Alex ChanGary Leung
 Francis ChanYuheng Li
 Monica CheungJohnny Mok
 Flora ChiuAaron Tan
 Linda CsellakDavid Tsoi
 Anne KaoKatie Wong
 Kenneth KwongJason Yu
 David LamVickie Zou

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
Alfred Lau
Jason Yu
Shelley Yu

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)Jim ChanDickson Man
Wisely Ngai (Vice-Chair)Jacky ChengWinnie Ni
 Carol CheungStanley Tsai
 Eric CheungCatherine Tsang
 Otto ChoiKatie Wong
 Michael Chow 
 Eric Fok 
 Larry Hung 

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)Edward ChanHart Li
Wallace Cheung (Vice-Chair)Jim ChanDr. Kris Li
Leo Ng (Vice-Chair)Dr. Terence ChanSiyao Li
Kerr Poon (Vice-Chair)Ricky ChuiCharlmane Lun
 Edwin FanChris Pang
 Matthew FongNic Tam
 Megan FooGilbert Wong
 Anne KaoLena Wong
 Mariana KouDr. Anthony Woo
 Justin KwokJoyce Yim
 Alfred LauDr. Tony Yip
 Richard LauJason Yu
 Lhimark Lau 

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
 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 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.
Alvin Ho  
Richard Mak  
Felicia Wong  
Janet Li