CFA Society Hong Kong is excited to announce the third edition of our flagship symposium, to be held on 2 June 2026.
This year's theme is Navigating the New Frontier: Asset Owners’ Demand, Geopolitics, and AI.
Building on the momentum of our previous sessions—moving from the ESG value chain in 2024 to the "reality check" of 2025—this year’s event gathers over 100 industry leaders and practitioners to navigate the next frontier of sustainable finance.
As the development of sustainable investing reaches a critical inflection point, the investment landscape is being reshaped by three powerful forces:
· The Evolution of Asset Owner Mandates: Moving beyond static labels toward more sophisticated, outcome-oriented, and high-conviction strategies.
· The Geopolitical Divide: Navigating the diverging regulatory philosophies and standards between the EU, US, and China.
· The AI Revolution: Leveraging advanced technology to bridge data gaps, enhance transparency, and unlock alpha in unstructured datasets.
Throughout the symposium, we will examine how Hong Kong, as Asia’s premier green finance hub, serves as the essential bridge between these divergent perspectives and a catalyst for global transition.
Event Details
Date: 2 June 2026 (Tuesday)
Time: 2:30 PM - 6:30 PM (reception starts at 2:15 PM)
Venue: HKU iCube (4005-07, 40/F, Two Exchange Square, Central, Hong Kong)
Language: English
Rundown
| 2:30 PM - 2:35 PM | Welcome and Housekeeping |
| 2:35 PM - 2:45 PM | Opening Remarks |
| 2:45 PM - 3:35 PM | Panel 1: The Evolution of Asset Owner Mandates |
| 3:35 PM - 3:55 PM | Coffee Break |
| 3:55 PM - 4:45 PM | Panel 2: The Global Sustainability Nexus: Navigating Divergence across the EU, US, and China |
| 4:45 PM - 5:35 PM | Panel 3: AI Implications on ESG |
| 5:35 PM - 5:40 PM | Closing Remarks |
| 5:40 PM - 5:45 PM | Event Wrap-up |
| 5:45 PM - 6:30 PM | Networking |
| 6:30 PM | End of Event |
Sponsor
PANEL 1: The Evolution of Asset Owner Mandates
This panel will focus on Asset Owner Demand, examining how institutional investors and sovereign allocators are shaping sustainability expectations across markets. The discussion will touch on:
• How asset owners integrate sustainability and climate considerations into strategic asset allocation and portfolio construction
• Evolving expectations around engagement, stewardship, and impact measurement
• The influence of regulatory frameworks and disclosure standards on investment decision-making
• How beneficiary and stakeholder demand drives changes in investment mandates
PANEL 2: The Global Sustainability Nexus: Navigating Divergence across the EU, US, and China
This panel explores the strategic divergence between the world’s three largest economic engines: the EU, the US, and China. We will discuss how investors can navigate these conflicting frameworks to drive alpha while managing the complexities of cross-border compliance and reporting standards.
PANEL 3: AI Implications on ESG
Details to Be Announced.
Opening Remarks
Dr. Alvin Ho, CFA
President
CFA Society Hong Kong
Dr. Alvin Ho is an experienced investment principal with a proven track record in private equity. While dedicating time to teaching at universities, he balances managing private investment portfolios and institutional LP investing with mentoring both start-ups and established companies. In addition, he serves as a board member for listed companies and NGOs, and is a member of investment committees for various funds and platforms. Previously the legal and executive representative for local currency funds incorporated in Beijing and Chengdu, he was the Head of China for a pan-regional private equity growth fund.
As President of the Society, Alvin spearheaded key initiatives to advance industry collaboration. He curated the Society’s 30th-anniversary publication, featuring insights from 30 distinguished industry experts, and launched the flagship ‘Presidential Moment’ Series, convening global luminaries including a Nobel Laureate, top strategists, authors, and C-Suite investment executives.
Alvin holds a Ph.D. in Finance from the Shanghai University of Finance and Economics, along with master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports, and served as chief editor of, and contributor to, RISE FROM CRISES, a publication of CFA Society Hong Kong.
PANEL 1: The Evolution of Asset Owner Mandates
Ms. Alice Wong, CFA
Executive Director
CFA Society Hong Kong
Alice Wong serves as Executive Director and Portfolio Manager for the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team at J.P. Morgan Asset Management. Based in Hong Kong, she co-manages the Asia Pacific Equities strategy, which thoughtfully combines fundamental and quantitative research approaches.
With over 22 years of experience in the financial industry, including nearly 13 years at J.P. Morgan, Alice leads quantitative research initiatives in Asia and is a committed member of the Global Quantitative Research Council, contributing her expertise to enhance investment strategies.
Before joining J.P. Morgan in 2013, Alice was a Portfolio Analytic Manager at Fidelity, focusing on the Asia Pacific region with expertise in idea modeling, optimization, and capacity analysis. She began her career in 2005 as a Fund Accountant for Fortress in New York, working with Citco Canada.
Alice earned a Bachelor of Mathematics from the University of Waterloo and a Master of Science in Finance from both New York University Stern School of Business and Hong Kong University of Science and Technology. She is also a CFA Charterholder. She has actively volunteered with the CFA Society Hong Kong (previously The Hong Kong Society of Financial Analysts), leading the Best Research Report Competition from 2014 to 2020, and served as a Board member from 2017 to 2020.
Ms. Tracy Wong Harris
Private Capital Mobilization Strategy Advisor, AIIB
Executive Vice President, HKGFA
Tracy Wong Harris is a sustainable finance and capital markets executive with over 20 years of international banking and infrastructure experience across Asia and Europe. She currently serves as Private Capital Mobilisation Strategy Advisor at the Asian Infrastructure Investment Bank (AIIB), where she leads the design of platforms to crowd institutional capital into sustainable infrastructure and energy transition investments.
She brings extensive experience across energy transition, renewable power, green buildings, aviation, shipping, and industrial decarbonisation. As Managing Director and Head of Asia Sustainable Finance at Standard Chartered, she led capital structuring and financing initiatives across 21 markets, scaling the business eightfold and executing complex transactions across real assets, transport-intensive industries, and hard-to-abate sectors.
As Executive Vice President of the Hong Kong Green Finance Association (HKGFA), Tracy contributes to strategic policy dialogue and market development initiatives that strengthen Hong Kong’s role as an international sustainable and transition finance centre. She previously cochaired the Association’s Carbon Market Taskforce and served as an Alternate Board Member of the Integrity Council for the Voluntary Carbon Market (ICVCM), contributing to the development of international governance standards to enhance carbon market integrity and transparency.
She currently serves on the Board of the Hong Kong Green Building Council and the Sprinkles Charity Foundation, and a member of the Policy Research Committee of the Hong Kong Financial Services Development Council (FSDC). She has also advised the Securities and Futures Commission on climate-related regulatory matters.
Tracy holds BA and MSc degrees in International Finance and Capital Markets from the UK, completed the Social Finance Executive Programme at Oxford Saïd Business School, and is certified in Green and Sustainable Finance by the Hong Kong Institution of Bankers.
Mr. Ronald Young, CFA
Head of Sustainable Banking Development
Hong Kong Monetary Authority
Ronald is Head of Sustainable Banking Development at the Hong Kong Monetary Authority (HKMA). He is responsible for the development and implementation of policies, standards, guidelines and tools to promote sustainable capital flows and facilitate banking sector’s management of climate related risks.
He is a seasoned financial professional with over 25 years of experience in international banking, finance and investment, focusing on sustainable and transition finance, as well as transactions in the energy, infrastructure and natural resources sectors. Prior to joining the HKMA, Ronald was Head of Sustainable Finance for Asia at a major international bank, leading the bank’s sustainable banking activities in the region. Besides, he was an active contributor to the sustainable finance community, leading committees of industry associations, driving advancements in market standards, and taking part in public awareness and capacity building campaigns.
Ronald graduated with a BS in Economics, majoring in Finance, from the Wharton School of the University of Pennsylvania. He is a CFA Charterholder.
Ms. Sophie Zheng
Zurich Insurance Company Ltd
Sophie supports Zurich Insurance APAC CIO and drives the execution of investment strategies across the APAC region. She also leads Zurich’s responsibility investment initiatives in the region.
Before joining Zurich, Sophie held senior roles within investment functions at Prudential; initially as Head of Investment Management at Prudential Hong Kong, and more recently, as Head of Investment at Prudential Wealth Management. Sophie led the responsible investment initiatives during her time at Prudential Hong Kong, including the formation of long-term ESG integration and portfolio decarbonization strategies. She also represented Prudential Hong Kong in the Green Insurance Task Force organized by Hong Kong Insurance Authority and Hong Kong Federation of Insurers.
Further back in her career, Sophie’s experience included responsibilities for managing global multi-asset portfolio at E Fund Management and international asset allocation at Taikang Asset Management.
Sophie holds a Bachelor of Business Administration (Accounting and Finance) from the University of Hong Kong.
PANEL 2: The Global Sustainability Nexus: Navigating Divergence across the EU, US, and China
Mr. Tim Chan, CFA
Executive Director
CFA Society Hong Kong
Tim Chan is the Head of Sustainability Research (Asia Pacific ex Japan) at a bulge bracket investment bank. He is a Co-Chair of the Continuing Education Committee of CFA Society Hong Kong and heads the ESG pillar.
Previously, Tim was a senior ESG analyst at Manulife Investment Management where he led the ESG integration, research, and engagement efforts in North Asia. Before that, he worked as an advisory manager at Ernst & Young within their climate change and sustainability services team.
Tim holds a Bachelor of Science in Molecular Biotechnology from the Chinese University of Hong Kong, and a Master of Science in Environmental Management from the University of Hong Kong. He is also a CFA charterholder, a chartered environmentalist and an EFFAS certified ESG analyst. He currently serves as a Visiting Scholar at the University of Science and Technology (HKUST).
Mr. Frank Tsui, CESGA
Head of Responsible Investment Development, Asia ex Japan
Amundi
Frank Tsui was appointed as the Head of Responsible Investment Development for Asia ex-Japan at Amundi in January 2025. Based in Hong Kong, Frank leads the implementation of responsible investment strategies, as well as advocacy initiatives at both local and regional levels, encompassing all business segments and client units.
Prior to joining Amundi, Frank spent over 9 years at Value Partners Group, where he was the Head of ESG Investment and Client Portfolio Management. Frank led the group’s ESG investment functions, including ESG portfolio management, established and integrated ESG investment process, research, stewardship and strategic developments etc. He was the Chairperson of the group’s ESG Committee to oversee the group’s ESG governance and practices.
With over 24 years of experience in asset and wealth management, Frank has held positions at UBS, Julius Bar, Merrill Lynch and J.P. Morgan Asset Management.
Frank has a Bachelor’s degree in Finance and Economics from The Max M. Fisher College of Business at The Ohio State University and he is a Certified ESG Analyst (CESGA).
Mr. Maxwell Lulavy
Assistant Vice President and Responsible Investing Research Analyst
AllianceBernstein
Maxwell Lulavy is an Assistant Vice President and Responsible Investing Research Analyst at AllianceBernstein, based in Hong Kong. He focuses on environmental and ESG research across APAC and global markets, with particular expertise in water risk, biodiversity, climate transition and adaptation, blended finance, and the physical resource impacts of AI infrastructure. Max works closely with fundamental analysts, portfolio managers, and CIOs across equity and fixed income to assess, mitigate, and manage financially material sustainability risks and opportunities, and regularly represents AllianceBernstein at global investor forums and conferences. He holds a Master of Public Administration from Columbia University and a Bachelor’s degree, cum laude, from Gettysburg College.
Ms. Michelle Xian, CFA
Senior Vice President, Corporate Sustainability Department
China Southern Asset Management CO.,LTD
Michelle Xian, CFA, Senior Vice President of ESG research and investment. Ms. Xian had 15 years of experience in both sell side and buy side and witnessed the sustainable investment development in both US and China. Ms. Xian currently leads ESG integration into investment process across asset classes, and oversees corporate engagement strategy. She also actively supports ESG-focus product development and client engagements. SAM is proud to be the first Chinese mutual fund to win both PRI’s ESG Incorporation Initiative of 2022 & Emerging Markets Initiative of 2022 with its Carbon Emission Database, and will continue to expand its influence to facilitate climate risk.
PANEL 3: AI Implications on ESG
Details to Be Announced
Closing Remarks
Mr. Richard Mak, CFA
Immediate Past President and Executive Director
CFA Society Hong Kong
Richard Mak has been the Head of Product and Business Management – Asia of Pictet Wealth Management since January 2020. He is responsible for the product development and business risk management of the Asia Investment Platform. He joined Pictet in 2011 to lead the Asia Advisory Team providing investment advice to high net-worth investors. Prior to joining Pictet, he was Head of Advisory-Asia at BNP Paribas Wealth Management. He has more than 30 years’ experience in the finance industry, including 17 years in equity investments, and he has been advising private clients on global investments since 2003.
Richard is the Immediate Past President of CFA Society Hong Kong and served as the President from 2003 to 2005 and 2021 to 2022. He was the President Council Representative of the Asia Pacific Region of CFA Institute between 2004 and 2008. He received the 2023 Lifetime Achievement Award from CFA Institute.
Richard has been a CFA charterholder since 1993 and obtained the CFA Institute’s Certificate in ESG investing in 2022. He holds a Bachelor of Social Sciences from the University of Hong Kong (HKU).