Navigating New Horizons: Career Transitions in Finance
(CODE: 250411-CAX)
Date: 11 April 2025 (Friday)
Time: 6:30 PM – 8:30 PM
Venue: CFA Society Hong Kong, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Member-exclusive and Complimentary
Join us for an insightful fireside chat featuring three esteemed industry veterans discussing career transitions within the financial industry, followed by a networking drinks session!
This event is designed for professionals seeking to explore new opportunities and acquire insights into the dynamic realm of finance. Drawing from their personal career transition journeys, our panel of industry experts will provide invaluable advice on navigating professional shifts, overcoming obstacles in career switching, and leveraging skills for success.
Whether you are contemplating a shift within the financial sector or exploring new horizons, this event promises practical tips and inspiration to aid in making well-informed decisions. Following the conversation, enjoy a casual networking session with drinks, offering an opportunity to connect with like-minded industry peers and expand your professional network.
Target audience: CFA Society Hong Kong members only
Language: English
Registration Fee: free of charge
About the Speakers
Head of Index Research, APAC
Nasdaq
David Tsoi is the Head of Index Research, APAC at Nasdaq, spearheading the index research efforts in the Asia-Pacific region. The team provides research and insights on Nasdaq’s entire product suite, including U.S. and global broad-based, thematic, multi-factor and option indexes.
Before joining Nasdaq, David held the position of Vice President at Global X ETFs, a thematic ETF specialist owned by Mirae Asset. He was responsible for the product development of over 20 ETFs, including the world’s first Asia green bond ETF and Hong Kong’s first covered call ETFs. Prior to that, he worked in the Investment Products division of the Securities and Futures Commission (SFC), where he was involved in policy formulation for the asset management industry and product authorization, including the approval of Hong Kong’s first ESG ETF.
David holds an array of qualifications, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), Certified ESG Analyst (CESGA), and Certified Anti-Money Laundering Specialist (CAMS).
Investment Banking and Private Banking Veteran
Joey Tang has over 24 years of experience in the investment banking industry. Since 1996, he has been engaged in proprietary trading of Asia Pacific equities at Peregrine Securities. In 1998, he served as the Head of the Greater China region for Citigroup Global Markets (formerly known as Salomon Brothers), leading the multi-asset structured investment solutions team, serving Asian clients (including private and retail banks, asset managers, securities houses, insurance companies, wealth managers), successfully transacted over US$10bn in tailor-made solutions.
In April 2020, Joey joined Bank of China (Hong Kong) Private Banking as the Deputy General Manager, MD, Head of Funds and Alternative Investment, in order to further enhance the private bank’s investment platform capabilities as well as professionalism in serving clients.
Joey graduated from the University of Toronto in Canada in 1996 with double degrees in Finance and Economics. He also obtained the Chartered Financial Analyst (CFA) qualification in 2001 and became the member of Career Development Committee at CFA Society Hong Kong since 2021.
Senior Director, Advisory APAC
LRQA
Yuheng Li is a Senior Director at LRQA, where he leads the Sustainability/ESG consulting business in the APAC Region. As the team leader, he oversees a dedicated consultant group of over 40 full-time employees (FTEs) who are committed to supporting and expanding our regional ESG/Sustainability initiatives. Through close collaboration with other teams, he works diligently to achieve our collective objectives and promote the sustainable development of our clients’ operations globally.
Before joining LRQA, Yuheng held positions at iResearch, Accenture, Kantar Consulting, and Nielsen Advisory, accumulating extensive experience of over 18 years in strategy and management consulting. His diverse background spans across the TMT, Financial, and Consumer Sectors, where he has acquired invaluable expertise in Business Strategy, Sustainability/ESG initiatives, Digital Transformation, and Innovation.
Yuheng’s qualifications include prestigious designations such as Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM), in addition to several certifications in the field of Sustainability and ESG. He further enhanced his knowledge by obtaining an MBA Degree from Columbia Business School. Currently based at the LRQA Hong Kong Office, he brings his expertise to bear in serving our valued clients in the APAC region.
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 required and no walk-in will be accommodated.
- If you have any discomfort or flu symptoms, please refrain from attending the event.
- Only registered participants are allowed to stay and attend the event.
- All cancellation requests for confirmed enrolment must be made in writing and be confirmed by email from the Society on or before 9th April 2025 (Wednesday).
- Substitutions are allowed and please notify us no later than 9th April 2025 (Wednesday) if such an arrangement is required. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.
- The event organizers reserve the right to change the format or date of the event due to unforeseen circumstances without prior notice.
- The CFA Societies Global Passport Program is applicable to this event. Please click here for details.
- The event will be conducted in English.
- Please take good care of your personal belongings when attending the event. The Society shall not be responsible for any loss of personal property.
- For attendance-taking purposes, participants’ names and company names (if any) may be given to the speakers at 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 the Society’s website. Please stay alert with our notifications.
- In the event of any disputes, the Society reserves the right of final decision.
- The above Terms and Conditions are subject to change without prior notice.
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.
- 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.
