Services to Members and Candidates

Candidate Services Committee

  • Act as a bridge of communication between the committee and the candidates, provide necessary support and feedback to the study group leaders.
  • Share study experience and help the candidates prepare for the CFA Program examination.
David Ching (Chair)Zap ChengDr. Francis Lau
Tina Liu (Supporting staff)Jaime ChouCarson Law
 Eric FokBenjamin Xu

Career Development Committee

  • Develop and promote career development events / programs for members and potential members.
  • Contribute ideas on programs, including but not limited to speaker recruitment.
  • Coordinate event rundowns, venues, catering and advertisement flyers with assistance from CFAHK administration staff.
William Leung (Co-Chair)Prab BajwaBosco Lam
Alfred Lau (Co-Chair)Siu Fung CheungFrancis Lau
Ryan Lam (Supporting staff)Alvin HoVarun Nayyar
 Claire HuangJoey Tang
 Alan JiangDavid Tsoi
 Danish KhanLena Wong
 Jun Yee KohJenny Xing
 Justin KwokJason Yu

Continuing Education Committee

  • To organize educational events on industry developments and topics of interest to finance professionals, and to assess the eligibility of events for Continuous Professional Training (“CPT”) hours.
Adam Wong (Chair) Sebastien Cerbourg Nicholas Jackson
Lorenz Cheung (Vice Chair) Bosco Chan Alan Jiang
Edwin Fan (Vice Chair) Justin Chan Kenny Li
Celine Mang (Supporting Staff) Tim Chan Richard Mak
Trista Lee (Supporting staff) Ivor Cheung Gilbert Wong
Billy Choi Jeffrey Tse
Alvin Ho Coco Wu
Claire Huang

Continuing Education – Value Investing Special Interest Group

  • Spread awareness about the field of value investing and personal wealth creation.
  • Provides a forum for like-minded members to discuss, apply, and modify value investment approaches, to educate members about the core tenets of value investing and how they can be modified to keep up with current and future market conditions.
  • Promote the fundamental-driven, long-term, value-based investment style as a way of life.
Alfred Lau (Lead)Alvin ChanAbhilash Sivaraman
Celine Mang (Supporting Staff)Albert ChengJeffrey Tse
Trista Lee (Supporting staff)Wallace CheungSue Xu
 Wan Kian ChongLok Tin Wong
 Michael ChowCoco Wu
 Amanda FanJoe Yan
 Alexander LauSally Yang
 Edward LuiAlex Yao
 Timothy MakAndy Yau
 Kerr Poon 

FinTech and New Economy Committee

Position CFA Society Hong Kong as the FinTech / New Economy advocate for Hong Kong investment professionals by providing:

  • A forum to exchange views with FinTech / New Economy thought leaders.
  • A source of continuing education on the latest FinTech / New Economy developments.
  • Investment professionals with career trajectory realignment pathways.
Ashley Khoo (Co-chair)Raymond ChanVincent Pang
Prab Bajwa (Co-chair)Amy HuiRaymond Tsang
Rex Wong (Co-chair)Kenneth Kwong 
Celine Mang (Supporting Staff)  
Trista Lee (Supporting staff)  

Member Services Committee

  • To participate in organizing CFAHK Member Services events and activities, including signature events, such as the annual dinner and awards night, as well as lifestyle, sports, and social events.
Felicia Wong (Chair)Bosco ChanSimon Pang
Nicholas Jackson (Co-chair)Donald FungSookie Si
Celine Mang (Supporting Staff)Alvin HoJacqueline Suen
Trista Lee (Supporting staff)Jun Yee KohPeter Woo
 Alex LaiJenny Xing
 Alexander LauFu Ngai Yeung
 Ka Yan LeungKenson Yeung
 Kris Li 

Services to Industry and Public

Advocacy Committee

  • Review and provide valuable comments and suggestions on consultation papers published by the government, regulators and other professional bodies, such as the Hong Kong Stock Exchange, the Securities and Futures Commission, the CFA Institute, etc.
  • Provide an unbiased, meaningful and independent view on advocacy issues.
Richard Mak (Chair)Sebastien CerbourgAshley Khoo
Ryan Lam (Supporting staff)Francis ChanKenneth Kwong
 Willis ChanMarco Leung
 Ronnie CheungJohnny Mok
 Flora ChiuNic Tam
 Alvin HoDavid Tsoi

Industry Relations Committee

  • Serve as a bridge between the Society and governmental bodies, regulators, and other professional organisations in the industry. 
  • Develop and maintain relations with the stakeholders in the industry, and to foster and grow mutually beneficial relations with partners to advance the Society’s mission.
  • Advocate and supply the necessary opportunities for members through partnerships and provide curated resources for members to help them pursue their goals.
Ashley Khoo (Chair)  
Alvin Ho (Chair)  
Ryan Lam (Supporting staff)  

Investor Education Committee

  • Promote and enhance the financial literacy of retail investors to equip them with the knowledge, attitudes and skills to make informed financial decisions and manage their wealth wisely.
  • Collaborate with partners to offer tailored education campaigns to different target groups to ensure they remain confident and comfortable investing in the markets.
  • Support individual investors by assisting them in acquiring the information they need to make sound investment decisions. 
Ashley Khoo (Co-Chair)Raymond Tsang 
Alfred Lau (Co-Chair)  
Ryan Lam (Supporting staff)

Media Committee

  • Promote the CFA designation and CFA Society Hong Kong under our mission statement.
  • Promote and monitor public awareness within the community by serving as a resource and establishing relationships with key influences, including the local regulators and media.
Alvin M. Ho (Chair)Francis ChanWisely Ngai
Alfred Lau (Senior Vice-Chair)Eric CheungFu Ngai Yeung
Raymond Tsang (Vice-Chair)Michael ChowDebbie Zeng
Ryan Lam (Supporting staff)  

University Outreach Committee

  • Plan the CFA Institute Research Challenge Hong Kong Local Final event timeline, formulate the rules and regulations and determine the subject, and to invite mentors, graders, and judges, and to organize and participate in the competition’s networking activities.
  • Reach out to local universities to offer advice and guidance to future finance professionals.
  • Launch new Student Mentorship Program.
Alvin Ho (Chair & Research Challenge Sub-group Lead)Edward ChanBosco Lam
William Leung
(Student Mentorship Sub-group Lead)
Terence ChanAlfred Lau
Raymond Tsang
(University Relations Sub-group Lead)
David ChingKris Li
Ryan Lam (Supporting staff)Carlin ChuJoe Liew
 Edwin FanLeo Ng
 Eric FokKerr Poon
 Donald FungAnna Tham
 Amy HuiLena Wong
 Mariana KouJason Yu
 Justin Kwok 
William Leung
(Student Mentorship Sub-group Lead)
Edward ChanAlfred Lau
Celine Mang (Supporting staff)David ChingLeo Ng
Zukie Ho (Supporting staff)Edwin FanAnna Tham
 Wenjie GeJason Yu

The Society’s Governance

Investment Committee

  • To set, implement and monitor investment policy for CFAHK reserves and working capital.
William Leung (Chair)Jaime ChouJoe Lin
Zukie Ho (Supporting staff)Alvin HoRichard Mak
 Ashley Khoo 

Nomination Committee

  • Review the structure, size, diversity profile and skills matrix of the Board and make recommendation on any proposed changes to the Board to complement the Board to achieve the Society’s strategic goals.
  • Identify suitable director candidates and select or make recommendation to the Board on the selection of individuals to be nominated as Directors to fill board vacancies as and when they arise.
  • Ensure plans are in place for orderly succession to the Board and oversee the development of a diverse talent pipeline, taking into account the challenges and opportunities facing the Society, and the skills and expertise needed on the Board in the future.
  • Review the Director nomination policy periodically and make recommendations on any proposed revisions to the Board.
Ashley Khoo (Chair)Kevin ChanRichard Mak
Rachel Cheung (Supporting staff)Dr. Jimmy Jim

Remuneration Committee

  • Make recommendations to the Board on remuneration packages. 
  • Review and approve the management’s remuneration proposals with reference to the Society’s goals and objectives.
  • Consider salaries paid by comparable organisations, time commitment and responsibilities and employment conditions elsewhere in the group.
Richard Mak (Chair)Alvin Ho 
 William Leung