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.

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).

David Ching is Vice President of CFA Society Hong Kong and Founding Chairman of its AI, Web3 & FinTech Subcommittee.

He is Investment Director and Head of Research at Animoca Brands, a venture capital firm and ecosystem builder in AI, digital assets and fintech. A seasoned investor and business builder, he brings over two decades of experience spanning traditional finance and emerging technologies, with deep expertise and distinctive insights in artificial intelligence, digital assets, and energy transition.

Before Animoca, David held senior roles including Chief Strategist and Portfolio Manager at Morgan Stanley, Bank of America, Macquarie and Polymer Capital. He won multiple Best Analyst awards from Institutional Investor and was ranked by StarMine among Asia’s top stock pickers.

David is a regular speaker and convener on AI adoption in financial services, agentic infrastructure, digital asset regulation, and the convergence of traditional finance and Web3. He created and leads the Society’s annual flagship AI x FinTech Symposium.

David graduated with First Class Honours in Engineering, Economics and Management from the University of Oxford on a full scholarship, and is Honorary President of the Oxford and Cambridge Society of Hong Kong.

Felicia Wong is currently an Executive Director in the Internal Audit Division at a leading US investment bank, with primary coverage in institutional securities sales and trading business. She has more than 15 years’ experience in the financial industry, including at Goldman Sachs (Asia) LLC, providing audit coverage in institutional securities and risk management from 2012 to 2015, and Bank of Montreal in Toronto as an audit manager and quantitative specialist. She later transitioned to capital market treasury, where she provided risk oversight on liquidity and funding.

Felicia is also a Financial Risk Manager (FRM) and holds a Master of Studies in Sustainability Leadership from the University of Cambridge, a Master of Mathematical Finance from the University of Toronto and a Bachelor of Applied Science from the University of Waterloo.

Janet Li is the Chief Executive Officer of BEA Union Investment, and has more than 20 years of experience in the financial industry. Prior to joining BEA Union Investment, she was the Wealth Business Leader for Asia and a Partner at Mercer where she led the Retirement and Investment business of the firm in the region. Throughout her investment consulting career, she worked closely with institutional clients and platforms on their portfolios and across diverse types of asset classes ranging from public to private markets investments.

Janet is a Member of the Mandatory Provident Fund Schemes Advisory Committee and a Member of Products Advisory Committee, Securities and Futures Commission. She is also a Consultant of Banking Insurance Asset Management Association of China (IAMAC). Janet was recognized as one of the 25 Leaders in Asset Management by Asia Asset Management in 2021. She also received the Hong Kong CEO of the Year Award in both 2025 and 2026, along with the Pension Leader of the Year Award in 2026, at Asia Asset Management’ s Best of the Best Awards.

Janet is an Adjunct Associate Professor of The Faculty of Business and Economics at The University of Hong Kong.

Tim Chan is an award-winning equity strategist, ranked the #1 individual analyst by Extel in 2026 and top-two for five consecutive years. Most recently an Executive Director at Morgan Stanley, he built and led the firm's top-ranked Asia thematic research team and authored more than 100 institutional research reports on equity strategy, energy transition, AI diffusion, and corporate governance — including Nuclear Renaissance, the most-read report from Morgan Stanley Asia in 2024 — with views regularly cited in CNBC, the Financial Times, Bloomberg, and SCMP.

Tim's perspective spans sell-side, buy-side, and consulting: he was previously a senior analyst at Manulife Investment Management covering ten Asia-Pacific markets and led a team at Ernst & Young advising corporates across Greater China.

Tim is a Board Director of CFA Society Hong Kong, where he chairs the Continuing Education Committee, and a Visiting Scholar at the Hong Kong University of Science and Technology. He holds degrees from the Chinese University of Hong Kong and the University of Hong Kong, and is a CFA charterholder.

Dr. Monica Cheung possesses extensive experience in corporate finance, regulatory compliance, and risk management. She advises organisations across the Asia-Pacific region on navigating financial and regulatory landscapes, leveraging her proficiency in English, Cantonese, Mandarin, and Japanese to foster effective communication with diverse stakeholders.

Monica serves as a Board Member and Chair of the Advocacy Committee at CFA Society Hong Kong. In these roles, she leads initiatives focused on corporate governance, market structure enhancements, and industry best practices to strengthen investor protection. She contributes to the Society’s engagement with local regulatory developments, incorporating insights from regional and international financial trends.

Monica also holds several professional designations, including the Chartered Financial Analyst (CFA), Fellow of the Hong Kong Institute of Certified Public Accountants (FCPA), and Certified ESG Analyst (CESGA).

Wisely Ngai serves as the Chief Investment Officer for Horizons Capital Partners, a family office specialized in traditional and alternative fund investments. Before that, He worked for Hong Kong Exchanges and Clearing Limited (HKEX), responsible for external fund investments. Before joining HKEX, he was a Vice President at Conning Asia Pacific Limited, managing the Fund of Funds business and the fund research team. Wisely worked for several international financial institutions, focusing on hedge fund and mutual fund research, due diligence and investment.

Wisely graduated from the University of Hong Kong (HKU) with a Bachelor’s degree in Economics and Finance. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder. He serves as a Master’s Programmes Mentor of the HKU Business School, and is Executive Director, Chair of Media Committee, and Co-Chair of Advocacy - Investor Education Sub-Committee of CFA Society Hong Kong.

Kerr Poon brings over a decade of investment and research expertise in the financial industry. He currently serves as the director of a wealth management company. Additionally, he is the Chair of the University Outreach Committee and heads the family office pillar of the Continuing Education Committee at CFA Society Hong Kong.

Prior to this, Kerr worked at a single-family office in Hong Kong, where he was responsible for internal fundamental research and developing proprietary models to identify opportunities in both the Hong Kong and global markets. Before that, he was employed at a private equity investment firm specializing in the alternative energy sector.

Kerr holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He graduated with first honors in his Bachelor of Engineering degree from a double degree program at the Chinese University of Hong Kong, where he also earned an Integrated BBA degree.

Jeffrey Tse is the Head of APAC Multi-Asset at Barings, where he leads the regional multi-asset team and oversees portfolio strategy and management across APAC. He is accountable for strategic and tactical asset allocation, risk governance and the development of customized investment solutions for clients.

Jeffrey is a voting member of the Investment Strategy Forum, Asset Class Research Group and Macroeconomic Research Group, and serves as Chair of the Equity Research Group. Prior to joining Barings in 2021, Jeffrey was a portfolio manager at Morgan Stanley for five years, managing global multi-asset and fixed income discretionary strategies and serving on the Discretionary Portfolio Approval Committee. His responsibilities included global equity and credit research, portfolio construction, risk oversight and duration strategy management. Earlier in his career, he worked in HSBC’s investment banking division, originating and executing M&A and capital markets transactions across Asia ex-Japan.

Jeffrey is a CFA charterholder and currently serves as Co-Chair of Continuing Education Committee, and Pillar Head of Macro, Markets and Investment PIllar at CFA Society Hong Kong. Jeffrey graduated with a master’s degree in aeronautical engineering from Imperial College London. Jeffrey is fluent in English, Cantonese and Mandarin.

Adam Wong is currently an Executive Director at a global bank. He was previously an ultra-high-net-worth banker and co-chair of the Asia Advisory Council of JP Morgan Private Bank, and co-founder of the JPM running team in Hong Kong.

Adam serves as Vice-Chair and previously served as Chair of the Continuing Education Committee. He was co-chair of Member Services Committee and helped establish the Society’s running team as well as Mentorship Program. He graduated from the University of Hong Kong with First Class Honours, majoring in Economics and Finance. He is a FRM, as well as an AWS Certified Cloud Practitioner.

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.

Grace Lee is a Partner and Group Chief Operating Officer of Qiming Venture Partners. Since January 2025, she has also served as Chief Executive Officer of Qiming Venture Partners’ Singapore office.

Grace has extensive experience in the venture capital and private equity industry, spanning investment, portfolio management, fund operations, and fundraising. Prior to joining Qiming Venture Partners in 2009, she served as Deputy Chief Financial Officer and Compliance Officer of C. V. Starr Asia. Earlier in her career, she held investment roles at PAI Partners and JAFCO Asia, where she focused on private equity investments and listed securities.

Grace was named one of the Top 10 Most Influential CFOs in China’s VC/PE Industry by ChinaVenture in 2017. She was also recognized as one of the Top 10 CFOs in China’s VC/PE Industry by Frost & Sullivan and LeadLeo Research Institute for four consecutive years from 2022 to 2025.

Grace holds a Bachelor of Business Administration from The Chinese University of Hong Kong and a Bachelor of Laws from the University of London. She is a Fellow of the Hong Kong Institute of Certified Public Accountants and a CFA charterholder.

Grace is a board member of the China Venture Capital Finance Organization. She also serves as a Non-Executive Director of The Hong Kong Society of Financial Analysts Limited and as an Alternate Director of the Hong Kong Venture Capital and Private Equity Association.

Ning Lin has over 25 years of uniquely distinguished experience in top investment banks in the US, Europe and Asia; buy-side and sell-side; proprietary investment and asset management.

Ning started his career at Lehman Brothers in Tokyo in 1999, and worked also at Nomura International after the merger in 2008, as the main trader of exotic rates, forex and hybrids portfolio across major G10 and EM currencies. From 2010 to 2016, he worked at UBS as a Managing Director and APAC fixed income trading head. He was a UBS firm-wide “key risk taker” (KRT). He also served as Executive Officer (EO) representing UBS AG Hong Kong under the HKMA.

Ning joined CICC as head of its overseas asset management business in 2017. He was named “CEO of the Year, Hong Kong” by Asia Asset Management in 2022. The company he leads, CICC Hong Kong Asset Management Limited, has been named three years in a row (2021-23) “Asset Management Company of the Year, Offshore China” by The Asset.

Ning holds a Master’s degree in Business from Sophia University in Japan. A CFA charter-holder, he currently serves as Non-executive Director with the CFA Society Hong Kong. He is trilingual in Chinese, Japanese and English.