Fireside Chat with Ronald Chan – To Bridge a Funding Gap – “Rise from Crises”

(Code: 230228LU-CEX)

CPT/CE Eligibility (A Recognized CPT Provider)

In this webinar, Mr. Ronald Chan, Chief Investment Officer and Co-Portfolio Manager of Chartwell Capital will first share his value investment philosophy from his 20 years of experience as a Chief Investment Officer and how he applies different principles to manage the company to go from strength to strength.

As a founder of the fund, his role is not only confined to making an investment decision but managing the overall company development. Ronald will also walk us through his experience for once there was a big risk from funding which almost impacted the survival of the company. 

In the third part of the webinar, Ronald will share some of the takeaways for our members and practitioners, to continue to keep on learning and growing, as well as the attitude we should have no matter what challenges we are facing.

About the Speaker

Mr. Ronald Chan
Chief Investment Officer and Co-Portfolio Manager
Chartwell Capital

Ronald Chan founded Chartwell Capital in 2007 and currently serves as Chief Investment Officer and Co-Portfolio Manager. As CIO, he steers the firm’s investment strategy. As Co-Portfolio Manager, he oversees stock selection and portfolio allocation. 

A frequent contributor to Bloomberg Opinion and Financial Times Chinese, Ronald is an adjunct professor for the MBA program at The Hong Kong University of Science and Technology and the author of two books: Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders in 2010, and The Value Investors: Lessons from the World’s Top Fund Managers in 2012 and 2021 (second edition). 

Ronald served as a member of the Listing Committee Panel of The Stock Exchange of Hong Kong Limited from 2016 to 2022. Since his appointment in 2018 by the Hong Kong Trade Development Council, he has served as a member of the Greater Bay Area Committee: Smart City and Digital Connectivity Task Force. Since 2019, he has served as an Independent Non-Executive Director for Powerlong Commercial Management Holdings Ltd. He has also been an international committee member of the Hong Kong M+ Museum and a founding member of the Hong Kong Biotech Development Council of the Hong Kong Science and Technology Park since 2020. Ronald has been the Vice President of the Education Development Foundation Association in Hong Kong since 2005.

Ronald graduated with Bachelor of Science degrees in Finance and Accounting from the Stern School of Business at New York University and is currently the President of the NYU Hong Kong Alumni Club and the Vice President of the Pan-Asia Alumni Committee. He is also a member of the Board of Trustees at Malvern College in Hong Kong and at Worcester Academy in Massachusetts, U.S.A.

Mr. Adam Wong, CFA
Executive Director
CFA Society Hong Kong (moderator)

Adam Wong is currently an Executive Director at a global bank. He was previously an ultra-high-net-worth banker and co-chair of the Asia Advisory Council of JP Morgan Private Bank, and co-founder of JPM running team in Hong Kong.

Wong chairs the Continuing Education Committee. He was co-chair of Member Services Committee and helped establish the Society’s running team as well as Mentorship Program. He graduated from the University of Hong Kong with First Class Honours, majoring in Economics and Finance. He is a FRM, as well as an AWS Certified Cloud Practitioner.

Rating General – Material presented will be basic and of interest to a general audience having no background in the area.

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 Webinar is a complimentary event for all members.
• Upon registration on the Zoom platform, each registrant will be given a unique link for each session, please do not share the link with others.
• Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. Please see below for further details.
• To qualify for CPT/CE hours, all participants must attend the full webinar. After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• The webinar link and email confirmation will be sent to the registrant upon successful online registration. 
• A webinar 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.
• The webinar will be conducted on Zoom.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 12:30 PM.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• CFA Society Hong Kong will closely monitor and assess the ongoing situation of COVID-19 in the community. 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. 
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.