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 ChengCarson Law
Tina Liu (Support staff)Jaime ChouBenjamin Xu
 Dr. Francis Lau 

Career Development Committee

  • Develop and promote career development events / programs for members. 
  • Contribute ideas on programs.
  • Coordinate event rundowns, venues, catering and programme flyers with assistance from CFAHK administration staff.
William Leung (Chair) Watcharida Boonthaveepat Kevin Poon
Alfred Lau (Vice Chair) Justin Chan Joey Tang
Ryan Lam (Support staff) Terence Chan Damon Wang
Jiayue Huang Yin Yu
Justin Kwok Andy Yuen

Continuing Education Committee

  • To organise 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 CerbourgMichael Chow
Edwin Fan (Vice Chair)Bosco ChanNicholas Jackson
Celine Mang (Support Staff)Justin ChanKenny Li
Trista Lee (Support staff)Raymond ChanKevin Poon
 Tim ChanJeffrey Tse
 Ivor CheungCedric Wong
 Lorenz CheungPeter Woo
 Billy ChoiCoco Wu

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.
William Leung (Lead)Carlin ChuKerr Poon
Charles Chui (Lead)Cecilia HuaSuwen Xu
Celine Mang (Support Staff)Jiayue HuangLok Tin Wong
Trista Lee (Support staff)Alexander Lau

ESG Committee

  • To develop and promote Environmental, Social and Governance (ESG)​ programs.​
Ashley Khoo (Chair)Felicia Wong 
Richard Mak (Chair)  
Celine Mang (Supporting Staff)  
Trista Lee (Support staff)  

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)Laurence IpRaymond Tsang
Rex Wong (Co-chair)  
Jason Zeall (Co-chair)  
Celine Mang (Support Staff)  
Trista Lee (Support 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)Prab BajwaSimon Pang
Nicholas Jackson (Co-chair)Bosco ChanPriyanka Sanchania
Celine Mang (Supporting Staff)Billy ChoiJacqueline Suen
Trista Lee (Support staff)Alex LaiMarco Sze
 Alexander LauArgo Yeung
 Kris LiKenson Yeung
 Varun NayyarWilliam Yuen

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 International Accounting Standards Board and CFA Institute.
  • Provide an unbiased, meaningful and independent view on advocacy issues.
Richard Mak (Chair)Yash AgarwalAlvin Ho
Ryan Lam (Support staff)Sebastien CerbourgAshley Khoo
 Lily ChanAlfred Lau
 Willis ChanWilliam Leung
 Ronnie CheungIan Sealey
 Stella CheungMichael Siu
 Charles ChuiHannes Valtonen
 Flora ChiuJanet Wong

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)Richard Mak 
Alvin Ho (Chair)
Ryan Lam (Support 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 (Chair)  
Ryan Lam (Support 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 ChanAlfred Lau
Ryan Lam (Support staff)Claudy HoWilliam Lee
 Xiao Li FengRaymond Tsang

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 organise and participate in the competition’s networking activities.
  • Reach out to local universities to offer advice and guidance to future finance professionals.
Alvin Ho (Chair)Horace ChanLeo Ng
Charles Chui (Vice Chair)Terence ChanKerr Poon
Ryan Lam (Support staff)Carlin ChuPriyanka Sanchania
 Edwin FanRaymond Tsang
 Xiao Li FengNayyar Varun
 Mariana KouDamon Wang
 Justin KwokJinsong Wang
 Joseph LeungJason Yu
 William Leung 

The Society’s Governance

Investment Committee

  • To set, implement and monitor investment policy for CFAHK reserves and working capital.
Charles Chui (Chair)Jaime ChouJoe Lin
William Leung (Vice Chair)Alvin HoRichard Mak
Zukie Ho (Support staff)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 (Support 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.
Dicky Ho (Support staff)Charles ChuiRichard Mak
 Alvin Ho