ESG Investing Masterclass – Climate Risks and Opportunities

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 240412LU-CEX)

In this seminar, we explore the critical relationship between climate change and sustainable business development. Both refer to the intersection of environmental challenges and economic opportunities. It recognizes that climate change poses significant risks to businesses, but also presents a range of opportunities for innovation, growth, and sustainable development.

Company is required to identify strategies to mitigate risks and capitalize on emerging opportunities. It requires businesses to integrate climate considerations into their core operations, strategies, and decision-making processes. Businesses engaged in climate change and business development aim to reduce greenhouse gas emissions, enhance energy efficiency, develop renewable energy sources, implement sustainable supply chain practices, and promote circular economy models. These measures not only contribute to mitigating climate change but also improve operational efficiency, reduce costs, and enhance brand reputation.

The goal of climate change and business development is to foster a sustainable and low-carbon economy. By aligning business strategies with climate goals, businesses can contribute to global efforts to mitigate climate change while unlocking economic opportunities, enhancing competitiveness, and creating long-term value for both shareholders and society as a whole.

Sandwiches and drinks will be served at the event.

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About the Speakers

Cyrus Cheung
Partner, ESG Services
PwC Hong Kong

Cyrus is a Partner with over 17 years of experience in the Assurance and Environmental, Social and Governance (“ESG”) Services practices of PwC Hong Kong.  He has extensive experience in assurance, capital market transactions, accounting advisory, internal control advisory, corporate governance advisory, risk management advisory and ESG advisory. 

Cyrus has broad assurance experiences for companies in different scale, from start-up company to blue-chip conglomerate listed companies. Cyrus has involved in initial public offering for 10+ companies, including Budweiser which was the HK second-biggest fund-raised IPO in 2019, and multiple merger and acquisition transactions for the clients in Hong Kong, Mainland China and overseas.

Cyrus also specialises in sustainability advisory, corporate governance, risk management, internal controls and assurance. He helps clients to adopt reporting frameworks such as Global Reporting Initiatives (GRI) and the ESG Guide issued by the HKEX. He provided clients with solutions and recommendations on ESG risk assessment framework, governance structure and control procedures. Cyrus also has extensive experience in assisting the companies to formulate ESG strategy and set relevant KPIs, grasping the green and sustainable finance opportunities, conducting stakeholder engagement and materiality assessment, improving the companies ESG performance / ratings (e.g. MSCI, Dow Jones Sustainability Index, CDP), and conducting ESG data assurance.  

Cyrus has delivered 100+ professional training and advice on sustainability to the companies from various sectors, including real estate, infrastructure, construction, conglomerates, ports operations, logistics and others.

Apart from working experience, Cyrus is also keen on supporting the young generation. He is the mentor at the Hong Kong Polytechnic University and CPA Australia, and member of Junior Chamber International Hong Kong.

Agnes K Y Tai, PhD, CCB.D, SCR®, ESG Investing, FRM, CAIA, MBA, FHKIoD
Director, Great Glory Investment Corporation, and
Senior Advisor, iPartners Holdings Ltd

Agnes is Director of Great Glory Investment Corporation and Senior Advisor of iPartners Holdings Ltd.

She is a Governing Board member of Climate Governance Initiative (advocating 8 principles established by the World Economic Forum in 2019) and Steering Committee member of Climate Governance Initiative Hong Kong Chapter, an Expert Review Panel member for the MTR Corporation sustainability reports, a Council member, Publishing Board of Magazine member and a Deputy Chair of the training committee of the Hong Kong Institute of Directors (HKIoD), an Advisory Board member of Asia Climate Forum, faculty of CSIA and FITC, board member of Hope of the City, advisory council/committee member of GARP (HK), BlueOnion and FarmacyHK. Her board and senior executives training in English, Putonghua and Cantonese spans all 5 continents, and is building sustainability capacity by lecturing at The Chinese University of Hong Kong.

In her 44 years of serving the financial community in China, Hong Kong SAR, the USA and Australia, she has established and managed asset management/investment companies, consultancy practices, and new business units within major financial institutions, including co-Founding Peregrine Asset Management (Hong Kong) in the early 1990’s. She held senior roles at Bank of America, Citicorp, Westpac Banking Corporation, Mingly Corporation, Shanghai AJ Trust and Investment Company, Cupola Capital Limited, Booz & Company, Yaozhi Asset Management International, Arta TechFin Corporation, BlueOnion, Bai Xian Asia Institute, Habitat for Humanity, Centreon Technology, and Great Glory Strategies. She was a board or advisory committee member of various international non-profits organizations.

She holds a Climate Designation certificate from Competent Boards, a Sustainability and Climate Risk certificate and a Financial Risk Manager certificate from Global Association of Risk Professionals, an ESG Investing certificate from CFA UK, a CAIA certificate from Chartered Alternative Investment Association, and a Palladium Kaplan-Norton Balanced Scorecard certificate. She was a Responsible Officer in regulated activities 4 and 9 licensed by the Hong Kong Securities and Futures Commission.

Agnes has a PhD from the Hong Kong University of Science and Technology with dissertation titled “Do carbon risks matter for Hong Kong equity prices?”, an MBA from the University of Chicago – Booth School of Business, a BSc (Honors) from Roosevelt University in USA and is a graduate of the Stanford University Senior Executive Leadership Program and the 2011 Stanford Directors’ College. She has authored a book on investing in H-shares, a Harvard Business case, a chapter in CFA Society Hong Kong’s 30^th anniversary book “Rise from Crises”, and a positive psychology book ‘Tall Miracles’.

Kenson Yeung, CFA (moderator)
Director, JLL

Kenson has extensive experience in providing business valuations and ESG advisory services to Hong Kong and PRC listed companies. He is responsible for sustainability roadmap planning, ESG reporting, climate risk assessment, ESG integration across business and property valuations, as well as delivering ESG training to various professional organizations and ESG clients.

Kenson holds Certificate in ESG Investing issued by CFA Institute, LEED Green Associate credential, WELL Accredited Professional credential and Greenhouse Gas (GHG) Carbon Audit certificate issued by Hong Kong Association for Testing Inspection and Certification. For business valuation related certificates, he is a Chartered Financial Analyst (CFA) charterholder, Member of the Royal Institution of Chartered Surveyors (MRICS), certified Financial Risk Manager (FRM) holder and Chartered Alternative Investment Analyst (CAIA) charterholder.

He also holds Master Degree of Finance with double major in Financial Engineering and Risk Management from the University of Hong Kong, as well as Master Degree of Philosophy major in chemical research and Bachelor Degree of Science in Chemical Technology from the Hong Kong Polytechnic University.

Intermediate – Material presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.

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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:

• Registration is requested, no walk-in will be entertained.
• Only registered participants are allowed to stay and attend the event.
• Please take good care of your belongings. CFA Society Hong Kong is not responsible for any personal loss.
• If you have any discomfort or flu symptoms, please DO NOT participate in the captioned activity.
• In the event of a dispute, the decision of CFA Society Hong Kong shall be final and binding.
• The event organizers reserve the right to change the format, date of the event due to unforeseen circumstances without prior notice.
• 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 event. After the seminar, 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.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker 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.
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.
• For non-members & guests, registration is only confirmed upon receipt of payment. 
• An additional administrative charge of HK$50 will be charged for participant who registers on the event day.
• HK$50 walk-in surcharge is imposed on all fees listed.
• To cope with the growing trend of going cashless, cash and cheque payment is strictly not accepted.  Please ensure the online payment is successfully completed, otherwise, the registration may not be processed.
• Registrations should be paid in full before the commencement of the event. Immediate payment is required upon email confirmation. Should the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
• Full amount will still be charged for no-show or enrolment made after 10 April 2024.
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before 10 April 2024. All cancellation requests must be made in writing and be confirmed by email from Society Hong Kong.
• Refund of the event fee (less an administration fee of HK$50 per person) will be given for cancellation received on/before 10 April 2024.
  – For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. 
• No refund will be given for cancellation received after 10 April 2024.
• Substitutions are allowed. Please notify us prior to the event. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.

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. 

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.