Net Zero in the Balance

(CODE: 250114LU-CEX)

CPT/CE Eligibility (A Recognized CPT Provider)

Investors are increasingly focused on aligning their portfolios with net-zero emission targets to address climate change. However, achieving net zero requires transformational changes on a massive scale and at a swift pace across all sectors of the economy.  Addressing net zero within the financial system, which is focused on risk and return, is a complex undertaking that requires new research, insights, and tools. 

In this event co-hosted with CFA Institute, we will have panel discussions with industry leaders that discuss the strategic importance of net-zero investing and the imperative for a mindset shift and innovative strategies to achieve net zero without compromising returns.

Rundown:

4:00pm – 4:30pm Registration

4:30pm – 4:45pm Keynote Presentation by David

4:45pm – 5:30pm Panel Discussion

5:30pm – 6pm Networking  

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About the Speaker

David von Eiff, PhD
Director, Global Industry Standards, CFA Institute

David von Eiff joined CFA Institute in 2021 as a sustainability specialist.  David brings has a combined 13 years of experience in environmental compliance, research, and sustainability. He obtained his Doctor of Philosophy at the City University of Hong Kong and his Master of Science in Environmental Economics and Public Policy at the Rensselaer Polytechnic Institute in New York. His main research areas address the economic, sustainability and climate change issues associated with water supply management decisions. He previously spent 8 years regulatory specialist in Environmental, Health & Safety Management Systems, having clients across a wide range of industries to improve their environmental programs and identified methods by which they could make their operations more sustainable, including process redesign, water and energy conservation, and developing environmental management systems.

Tim Chan, CFA
Head of Sustainability Research, Asia Pacific, Morgan Stanley and
Vice Chair, Continuing Education Committee, CFA Society Hong Kong

Tim is an executive director and the Head of Sustainability Research, Asia Pacific at a bulge bracket investment bank. He is a Vice Chair of the Continuing Education Committee of CFA Society Hong Kong and is responsible for ESG initiatives under the Continuing Education Committee. 

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 is currently a Visiting Scholar at the Hong Kong University of Science and Technology (HKUST).

Patrick Ho
Head of Sustainable Development
Swire Properties Limited

Patrick Ho is responsible for formulating and executing a corporate sustainability strategy for Swire Properties’ global operations across Hong Kong, Chinese Mainland and U.S.A. portfolios. Through engaging stakeholders, setting targets and developing action plans, he leads a team to manage the full spectrum of the Company’s environmental, social and economic impact and to integrate ESG considerations into every facet of Swire Properties’ business.  

In his role, Patrick works with senior leaders to establish the 1.5°C Science-Based Targets (SBT) to align with the pathway of limiting global warming to 1.5°C, and to reach net-zero emissions by 2050. He also worked on developing the Green Finance Framework for Swire Properties’ first US$500 million green bond and HK$500 million sustainability-linked loan, responding to emerging areas of sustainability such as Climate-related Financial Disclosures aligned with TCFD, embodied carbon emissions analysis for new development projects, and a strategic assessment of the climate-related physical and transition risks and opportunities under various future climate scenarios.

Patrick also led Swire Properties maintains its top listings on several global and regional sustainability indices and ratings, including the Dow Jones Sustainability World Index (ranked 2^nd globally), Global Real Estate Sustainability Benchmark (GRESB, Global Sector Leader in Mixed Use Developments for 7th consecutive year), and Hang Seng Corporate Sustainability Index (No. 1 in Hong Kong for 6^th consecutive year).  

Patrick is a Chartered Environmentalist, a Chartered Member of the Chartered Institution of Water and Environmental Management (CIWEM) and a Certified Carbon Auditor Professional. He sits on the Board of Business Environment Council and Corporate Advisory Board of World Green Building Council, and is a Member to the Taskforce on Nature-related Financial Disclosures (TNFD), Science Based Targets initiative (SBTi) Expert Advisory Group for Building Sector, and a Steering Committee Member of Climate Change Business Forum of the Business Environment Council.

Mary is a distinguished advocate and speaker for a range of capital markets-related topics, including fund raising, shareholder rights, corporate governance, diversity, sustainability, and ESG. She has over 20 years of experience in the global financial industry, with expertise in corporate finance, wealth management advisory and institutional fund management, having worked at institutions such as UBS and Coutts.

Prior to her current role as a Senior Advisor at CFA Institute, Mary served as Head of Policy, Registration and Oversight at the Accounting and Financial Council, the independent audit and accounting regulator in Hong Kong. In that role, she was responsible for policy development and the delivery of statutory functions relating to the registration of audit practitioners, and the oversight of the Hong Kong Institute of Certified Public Accountants. From 2016 to 2022, she was Head, Advocacy, Asia Pacific at CFA Institute, leading research and advocacy efforts that drive market integrity, investor protection, and industry professionalism.

Mary is a CFA Charterholder and a recognized thought leader in market integrity and investor protection.

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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.
• 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.
• 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.
• 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 Mon, 13 Jan 2025.
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before Mon, 13 Jan 2025. 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 Mon, 13 Jan 2025.
• 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 Mon, 13 Jan 2025.
• 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.