[Member Exclusive Event] Awards Night 2024

Event Code: 241129-AN

CFA Society Hong Kong (the “Society”) is thrilled to celebrate your exceptional achievement in passing the CFA® Exam during the 2023-2024 cycle!  To honor this remarkable milestone, we warmly invite you, your family, and friends to our Awards Night & Celebratory Banquet 2024. Don’t miss out – register online now and share this special occasion with your loved ones!

We are excited to have Mr. Joseph H. L. Chan, JP, Under Secretary for Financial Services and the Treasury, as our keynote speaker. He will be sharing his valuable insights info the latest developments in Hong Kong’s financial and investment industry.

Commemorating the importance of this evening will be the Charter Award Presentation Ceremony officiated by Ms. Brenda Hou, CFA, Head, Global Partnerships & Client Solutions, Growth Markets of CFA Institute.

Join us in celebrating this incredible milestone in your career with fellow Level III CFA Exam achievers. It is a fantastic opportunity to connect with other members and senior officials from both CFA Institute and the Society. Moreover, all eligible new CFA charterholders will receive an additional presentation-sized (8.5” x 11”) charter during the event – a cherished memento gifted by the Society to honor your hard-earned accomplishment!

Event Date: 29 November 2024 (Friday)
Event Time: 6:30 PM – 9:30 PM
Venue: Happy Valley Suites, 2/F, Hong Kong Football Club (3 Sports Road, Happy Valley, Hong Kong)
Format: Dinner with CFA Charter Award Presentation Ceremony
Dress Code: Business
Event fee: HK$850 (member); HK$950 (member’s guest)
Event Enquiry: member@cfahk.org / 2523 2506

Please note that the registration of presentation-sized charter is due by 8 Nov 2024 (Fri).  If your registration is received after this deadline, we will unfortunately be unable to arrange for the additional charter to be presented at the event.

Sponsor: Mercer FundWatch^TM

Keynote Speaker

Mr. Joseph H. L. Chan, JP
Under Secretary for Financial Services and the Treasury
The Government of the Hong Kong Special Administrative Region
Financial Services and the Treasury Bureau

Mr. Chan was appointed the Under Secretary for Financial Services and the
Treasury on 16 August 2017.

Mr. Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.

Prior to joining the Government, Mr Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a
General Committee member of the Hong Kong General Chamber of Commerce. Mr. Chan was also a member of the Central & Western District Council.

Mr. Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.

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Ms. Brenda Hou, CFA, CGMA, GAICD
Head, Global Partnerships & Client
Solutions, Growth Markets
CFA Institute

As the Head, Global Partnerships & Client Solutions, Growth Markets, Brenda leads the team responsible for delivering global revenue targets for a portfolio of learning products targeted at investment management professionals. Brenda is a member of the senior management team in APAC, collaborating with cross-functional teams regionally and globally.

Brenda brings over 25 years of experience in business development to the role, with deep experience in change management and organizational transformation. Prior to joining CFA Institute, she spent over eight years to lead the global and APAC strategy development and planning in Electrocomponents, the world’s largest distributors of electronics and maintenance products. Her investment professional career started since 2000 when she led the investment team to conduct merger and acquisition deals in the region, followed by leading an IPO project in HK.

She received her CFA Charter in 2002 and Certification of ESG Investing in 2022. She is also an Associate Member of the Chartered Institute of Management Accountants (ACMA), Graduate of Australian Institute of Director (GAICD) and has a Bachelor degree of Business Administration (Finance) from The Chinese University of Hong Kong.

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Important note:

1. Awards Night is a member-exclusive event for active CFA Society Hong Kong members only.
2. The presentation-sized charter will be exclusively awarded to CFA Charterholders who have earned their charter during the period from 30 October 2023 to 8 November 2024. It is an extra replica, printed on 8.5” x 11” museum quality paper, issued by CFA Institute from U.S.
3. For regular membership applications, CFA Institute may take 5 to 8 business days for the review process. If your regular membership is activated after 8 November 2024, no presentation-sized charter could be arranged for this event or afterwards.
4. In order to receive the presentation-sized charter during the event, your online registration must be completed by 8 November 2024.  Otherwise, no presentation-sized charter could be arranged at the event. 

If you have yet to become a CFA Society Hong Kong member after passing the Level III CFA Exam, please take the last step to join us and attend the Awards Night.  Please note that CFA Institute may take 5 to 8 business days (subject to change) for the membership application review process.

Event policy for Substitutions, Cancellations and No Show applies

1. All event registration and online payment should be completed by 12 November 2024. Please note that no presentation-sized charter could be arranged after 8 November.
2. An email event confirmation will be sent upon completion of the online registration.  If you have not received an email confirmation prior to the event commencement, it is the delegates’ responsibility to contact the Society staff at member@cfahk.org to confirm the registration.
3. During online registration, please indicate the person you’d like to sit with, as seating arrangements are organized by the Society.
4. If a registrant requests to cancel the registrations, the request must be made in writing on or before 12 November 2024. Cancellation requests made after 12 November 2024 and refund requests for no show on the event date will not be entertained. The Society will confirm acceptance of the cancellation request by email afterwards.  An administration fee HK$200 will be charged for the cancellation of a confirmed enrolment. The net of an administration fee of HK$200/person refund will be made within 4-6 weeks after 29 November 2024 via the original payment route.
5. Substitutions are allowed.  Please notify the Society staff in writing by email at member@cfahk.org on or before 12 November 2024 for the changes.  The rate differential for CFA Society Hong Kong members and Guests / Non-members will be charged if the substitute is a non-member. The Society will only confirm the change upon receiving payment of the rate differential on or before 12 November.
6. If Typhoon Signal No.8 or above / Black Rainstorm warning is hoisted on the event day, the event will be cancelled. If the event of cancellation due to bad weather, the event will be rescheduled and event fees will be refunded.  Please click here for adverse weather policy.
7. In complying with the Personal Data (Privacy) Ordinance, the information provided here will be accessed only by the Society for the purpose of this Awards Night. Please refer to our Privacy Policy for details.
8. By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.  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.  In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
9. No complimentary parking will be arranged at the dinner venue by the Society.
10. The Society reserves the right to change the venue, date or speaker of the event due to any unforeseen circumstances without prior notice.
11. In case of any dispute, the decision of CFA Society Hong Kong is final, and no further appeal will be entertained.