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|
|Dr. Francis Lau|
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 Chen||Shelley Yu|
|Alfred Lau (Vice-Chair)||Linda Csellak||Vickie Zou|
|Dr. Francis Lau|
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 Chan||Coco Wu|
|Lorenz Cheung (Vice-Chair)||Justin Chan||Flora Yau|
|Edwin Fan (Vice-Chair)||Tim Chan||Kenson Yeung|
|Kwok Tai Law|
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 Chan||Kenneth Kwong|
|Jim Chan||Gina Mok|
|Kwun Ho Chan||Charles Ng|
|Otto Choi||Qingwen Ren|
|Carlin Chu||Anthony Woo|
|Vicky Hsu||Peter Woo|
|Nicholas Jackson||Tony Yip|
|Kevin Kwan||Jason 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|
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 Chow||Aaron Tan|
|Nicholas Jackson (Co-chair)||Jun Yee Koh||Terry Tao|
|Alex Lai||Peter Woo|
|Richard Lau||Richie Wu|
|Ka Yan Leung||Jenny Xing|
|Charlmane Lun||Benjamin XU|
|Wisely Ngai||Kenson Yeung|
Services to Industry and Public
- 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|
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|
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)|
- 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|
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|
(Student Mentorship Sub-group Lead)
|Terence Chan||Joe Liew|
(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|
(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
- 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|
- 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|