Board of Directors

Richard Mak, CFA

President


Alvin Ho, CFA

Vice President and Society Secretary


Charles Chui, CFA

Treasurer


Ashley Khoo, CFA

Director


Alfred Lau, CFA

Director


William Leung, CFA

Director


Prof. Raymond Tsang, CFA

Director

Adam Wong, CFA

Director


Felicia Wong, CFA

Director


Richard Mak, CFA

Immediate Past President

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 achieved the CFA Certificate in ESG investing in 2022. He holds a Bachelor of Social Sciences from the University of Hong Kong.

Dr. Alvin Ho, CFA

President

Dr. Alvin Ho is an experienced investment principal with a track record in private equity. He currently splits his time between managing a portfolio of private investments and institutional investing on one end, and handholding start-ups and grown-ups seeking new iterations on the other. In addition, he serves as a board member for listed companies and NGOs and is a member of investment committees for funds and platforms. Previously the legal and executive representative for the local currency funds incorporated in Beijing and Chengdu, He was the Head of China for a pan-regional private equity growth fund.

Alvin holds a Ph.D. in Finance from the Shanghai University of Economics and Finance, and master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports. He is the chief editor and contributed two essays to RISE FROM CRISES, a publication of CFA Society Hong Kong.

Charles Chui, CFA

Treasurer

Charles Chui is a seasoned investment professional with more than 20 years of experience in private banking and wealth management. His major strengths include equity and fixed income analysis. Charles has experience with major international European investment banks and Swiss private banks, including overseeing the North Asian (including Japan) capital market asset allocation decisions.

Charles also has a long-term track record in investment advisory services for high net-worth individuals and corporations, optimising their overall portfolio risk and return profile.

Charles graduated from The Chinese University of Hong Kong with a Bachelor of Business Administration with First Class Honours in Finance. He also holds a Master of Practising Accounting from Monash University. Charles holds both CFA and a CPA Australia qualifications.

Ashley Khoo, CFA

Executive Director

Ashley Khoo is an asset management and investment banking professional with comprehensive buy-side and sell-side experience, inclusive of portfolio management, fundamental/quantitative/pre-deal research covering Asian and China markets, multi-asset class investment, and Big 4 financial advisory.

Ashley spearheaded the launch of the Environmental, Social, Governance Committee, FinTech and New Economy Committee, and Asset Owner Series – the first location outside of New York. She is an Honorary Adviser of the Financial Reporting Council, and a Standing Committee Member of The University of Hong Kong Convocation. She served as the President of the CFA Society Hong Kong from 2016 to 2018, and CFA Institute’s Presidents Council Governance Committee Member from 2019 to 2020.

Ashley holds a Master of Economics from the University of Hong Kong and a Bachelor of Science from Indiana University Bloomington, with a double major in Accounting and Computer Information System.

Alfred Lau, CFA

Executive Director

Alfred Lau has been the Investor Relations Manager at MTR Corporation since 2018. Prior to joining MTR Corporation, he was the Executive Director, Head of Property & Gaming Research, at BOCOM International Research.

Alfred has more than 15 years of experience in the financial industry, with 12 years in sell-side equity research. In addition to being a CFA charterholder, he is also a Financial Risk Manager (FRM) and CESGA charterholder. He graduated from the University of Hong Kong with a Bachelor of Economics and Finance.

William Leung, CFA

Non-Executive Director

William Leung is a Partner and Member of the Investment Committee at Overlook Investments having joined the firm in 2017. Prior to Overlook, he established Fundatech Capital, a boutique investment firm which invested primarily in Asia. Before that, he was with Acru Asset Management for ten years, where he was responsible for co-managing the Acru China Absolute Return Fund, an award-winning value-driven Greater China hedge fund. Prior to this, he was an Investment Analyst with Baring Asset Management covering Greater China equities in addition to the commodity and related industries in Asia.

William holds a Master of Science in Financial Engineering from Columbia University and a Bachelor of Commerce in Finance with honors from the University of British Columbia. He is also a CMT charterholder.

Raymond Tsang, CFA

Executive Director

Raymond Tsang was an Associate Professor of Practice at The Chinese University of Hong Kong and a Founding Fellow of the university’s Engineering FinTech Applied Research Academy. Alongside teaching in the areas of financial engineering and financial technology, he performed liaison work connecting the finance industry and academia. Before joining the academic world, Tsang was a rate derivatives trader at Bank of Tokyo-Mitsubishi UFJ, BNY Mellon, Susquehanna International Group and Bank of Canada, covering markets in Canada, the United States and Asia Pacific.

Tsang holds a Bachelor of Commerce in Finance and Management Information System from McGill University, and a Master of Science in Financial Mathematics from the University of Chicago. Tsang is also a FRM.

Adam Wong, CFA

Executive Director

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 chairs 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.

Felicia Wong, CFA

Treasurer and Executive Director

Felicia Wong is currently a Vice President 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 FRM and holds a Master of Mathematical Finance from the University of Toronto and a Bachelor of Applied Science from the University of Waterloo. She is currently enrolled in Master of Studies in Sustainability Leadership at University of Cambridge.