30 Years of Finance in Hong Kong: A Retrospective Analysis and Market Outlook

(Joint Seminar by CFA Society Hong Kong & HKU iCube)

In the post-epidemic era, the world seems to be gradually returning to normal. However, the global economy is now facing new and emerging challenges, from climate change and geopolitical instability to technological disruption and recent banking turmoil. What should investors do to maintain resilience and manage risks in an uncertain economic environment?

In this seminar, we will bring together leading experts to explore the lessons learned from past financial crises and the strategies that businesses and economies have employed to overcome them. This retrospective analysis will provide insights into how the industry has evolved and adapted to shifting trends and changing market conditions, and explore the opportunities and risks they present.

The speakers are the contributors of RISE FROM CRISES, CFA Society Hong Kong’s 30^th anniversary publication summarizing the significant incidents in the finance profession impacting Hong Kong in the past 30 years. The book is available for attendees at a discounted price. Don’t miss the chance to pick up your signed copy of the book at the event!

Date: 25 July, 2023 (Tuesday)

Time: 12:30 – 2:00pm (Registration starts at 12:00)

Venue: HKU iCube, 4005-07, Two Exchange Square, Central, Hong Kong

Format: In-person Seminar

Language: English

Fees: Complimentary, Seats are available on a first-come, first-served basis

(Drinks and sandwiches are provided.)

About the Speakers:

Dr. Christine Loh

Chief Development Strategist

Institute for the Environment, The Hong Kong University of Science and Technology

Dr. Christine Loh is Chief Development Strategist, Institute for the Environment at The Hong Kong University of Science and Technology. She is a lawyer by training and a commodities trader by profession. In the 1990s, she became a prominent legislator, before establishing a non-profit think tank to help find policy solutions. She is a former Undersecretary for the Environment in the HKSAR Government.

Christine served on the board of the Hong Kong Exchanges and Clearing Limited, and is currently on the boards of CDP Worldwide, Global Maritime Forum, New Forests Pty Limited, and Towngas Smart Energy Company Limited. She has authored many academic and popular works, and received many awards.

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Dr. Scott Peterman, CFA

Licensed Attorney in Hong Kong, New York & Washington, D.C.

Scott D. Peterman, Ph.D., CFA, is an attorney licensed in Hong Kong, New York, and Washington, D.C., advising on corporate and commercial transactions with a primary focus on private equity and venture capital, fund formation, alternative investments, and entrepreneurial transactions, primarily involving technology companies. Prior to transitioning to a career in law, Mr. Peterman was Apple’s first country manager for China and Korea. Peterman has lived in London, Hong Kong, Taiwan, and Japan and speaks Mandarin Chinese and Japanese. While in Taiwan, he studied at the Inter-University Program for Advanced Chinese Language Studies (“Stanford Center”) in Taipei, prior to completing his Ph.D. at Stanford University, following which he completed a J.D. at Georgetown University. Mr. Peterman has been Vice-Chairman of CFA Society Japan, and Vice-Chairman and Treasurer of the Washington Association of Money Managers.

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Mr. Alvin Ho, CFA

President

CFA Society Hong Kong

(Opening remarks)

Alvin Ho is an experienced investment principal with a track record in private equity. He currently splits his time between managing a portfolio of private investments and institutional investing on one end, and handholding start-ups and grown-ups seeking new iterations on the other. In addition, he serves as a board member for listed companies and NGOs and is a member of investment committees for funds and platforms. Previously the legal and executive representative for the local currency funds incorporated in Beijing and Chengdu, Alvin was the Head of China for a regional private equity growth fund.

Ho holds various post-graduate degrees from Tsinghua University and London Business School and is on course to complete a Ph.D. with the Shanghai University of Finance and Economics. He has authored two books in Chinese on the economics of sports.

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Ms. Jienan Han, CFA

Director

HKU iCube

(Moderator)

Ms. Jienan Han, the Director of HKU’s newly developed knowledge exchange centre, HKU iCube. Ms. Han is a seasoned professional with a wealth of experience and connection with the talents in various academic topics such as ESG, AI & Web3 and Art.

Ms. Han also holds a Master degree in Architecture from the Massachusetts Institute of Technology and a Master degree in Business Administration from The University of Chicago Booth School of Business. Her diverse educational background and expertise in both fields have equipped her with a unique perspective on the intersection of technology and society.

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks

• This seminar is a complimentary event.
• No CPT credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• A seminar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the co-organizers of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained. 
• By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
• 1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
• 2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.