Services to Members and Candidates
Candidate Services Committee
- To act as a bridge of communication between the committee and the candidates, provide necessary support and feedback to the study group leaders.
- To share study experience and help the candidates prepare for the CFA Program examination.
| David Ching (Chair) | Wallace Cheung | Eric Li |
| Zap Cheng (Vice-Chair) | Eric Fok | Benjamin Xu |
| Dr. Francis Lau | Abby Yip |
New Members Advisory Council
- Serves as a bridge between the Society and recently joined members, aiming to understand their needs and interests.
- Facilitates a vibrant and inclusive community for new members within the Society by organizing tailored initiatives and fostering increased engagement.
| David Ching | Eric Chan | Mike Kwok |
| Felicia Wong | Samuel Chan | Shixin Sheng |
| Mo Cheung | ||
| Miu Choi | ||
| Sigmund Jiang |
Career Development Committee
- To develop and promote career development events / programs for volunteers, members and potential members.
- To contribute ideas on programs, including but not limited to speaker recruitment.
- To coordinate event rundowns, venues, catering and advertisement flyers with assistance from the Society office.
- To promote career development events.
| Janet Li (Chair) | Gowthaman Appavu Muruganandan | Yuheng Li |
| Wenyi Ma (Vice-Chair) | Tao Chen | Delvin Tan |
| Linda Csellak | Joey Tang | |
| Matthew Fong | David Tsoi | |
| Sijie Huang | Lena Wong | |
| Justin Kwok | Vickie Zou | |
| Dr. Francis Lau |
Continuing Education Committee
The Committee has 4 Pillars, 1) Macro, Markets and Investments, 2) Tech & Innovation, 3) Risk and Compliance and 4) ESG.
- To keep abreast of industry developments and evolving technical skills.
- To organize educational events on industry developments and topics of interest to finance professionals.
- To host events – to facilitate / introduce speakers and to lead event from end to end.
- To assess the eligibility of events for Continuous Professional Training (“CPT”) hours by designated Committee members.
| Adam Wong (Chair) | Bosco Chan | Stephanie Li |
| Tim Chan (Vice-Chair) | Raymond Chan | Jeffrey Tse |
| Lorenz Cheung (Vice-Chair) | Billy Choi | Coco Wu |
| Edwin Fan (Vice-Chair) | Joanna Dai | Kenson Yeung |
| Kwok Tai Law |
Continuing Education – Alternative Investments Special Interest Group
- To spread awareness about the field of value investing and personal wealth creation.
- To 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.
- To promote the fundamental-driven, long-term, value-based investment style as a way of life.
| Dr. Alvin Ho (Lead) | Francis Chan | Hart Li |
| Grace Lee (Lead) | Eric Cheung | Rock Li |
| Michael Chow (Lead) | Jaime Chou | Dickson Man |
| Strauss Chu | Shopin Matsuyama | |
| Zachary Chua | Adrian Sun | |
| Gemini Chung | Karen Tam | |
| Kenneth Kwong | Janet Wong | |
| Harry Lam | Rebecca Xu | |
| Brandon Leung | Mitty Zhang | |
| Walter Leung |
Continuing Education – Momentum / Growth-investing Special Interest Group
Group members would explore and study in the following areas:
- Leading indicators: Identify patterns, metrics to provide better visibility of future market trend
- How to deal with market volatility: Strong bull stocks will continue their advance and may even become overvalued over time. However, those stocks could abruptly transform into bear stocks if one parameter is missed. A typical illustration of this type of market behavior is Tesla. It is therefore important for group members to identify what should be the right investment strategies
- Risk management: Besides portfolio diversification, group members are to discuss what are the best tools to hedge against the risk of their holdings
| Wallace Cheung (Lead) | Alvin Chan | Gary Leung |
| Eric Chan | Shopin Matsuyama | |
| Weile Chan | Dr. Allen Ng | |
| Albert Cheug | Qingwen Ren | |
| Mo Cheung | Hitesh Tanwani | |
| Sigmund Jiang | Jason Wan | |
| Shoaib Khan | Coco Wu | |
| Lhimark Lau |
Continuing Education – Value Investing Special Interest Group
- To spread awareness about the field of value investing and personal wealth creation.
- To 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.
- To promote the fundamental-driven, long-term, value-based investment style as a way of life.
| Wallace Cheung (Lead) | Eric Chan | Dr. Allen Ng |
| Jim Chan | Vivek Nittala | |
| Weile Chan | Kerr Poon | |
| Albert Cheng | Leon Qi | |
| Jacky Cheng | Ho Bong Sin | |
| Mo Cheung | Karen Tam | |
| Zachary Chua | Hitesh Tanwani | |
| Ricky Chui | Stanley Tsai | |
| Shoaib Khan | Jason Wan | |
| Arthur Lam | Janet Wong | |
| Harry Lam | Alex Yao | |
| KT Law | Joyce Yim | |
| Gary Leung | ||
| Hart Li | ||
| Timothy Mak |
Continuing Education – Web 3 & FinTech Sub-Committee
Group members would explore and study in the following areas:
Contribute to the eco-system of Private Equity business
Discuss, explore and identify issues and trends driving the alternative asset space
Provide a springboard for further programs and events
Represent the Society in the PE or alternative asset community to foster collaborations
| David Ching (Chair) | Alvin Chan | Debbie Man |
| Qingwen Ren (Vice-Chair) | Alex Chan | Charles Ng |
| Amanda Cheng | Dr. Tony Yip | |
| Kevin Kwan | ||
| Kenneth Kwong | ||
| David Lam |
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 (Co-Chair) | Gowthaman Appavu Muruganandan | Arthur Lam |
| Nicholas Jackson (Co-Chair) | Lok Ki Chan | Richard Lau |
| Joyce Yim (Vice-Chair) | Amanda Cheng | Ka Yan Leung |
| Miu Choi | Walter Leung | |
| Michael Chow | Simon Pang | |
| Eric Fok | Karen Tam | |
| Sijie Huang | Chris Wong | |
| Eiji Inohara | Benjamin XU | |
| Evonne Jin | Mitty Zhang | |
| Alex Lai |
Services to Industry and Public
Advocacy Committee
- To 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.
- To provide an unbiased, meaningful and independent view on advocacy issues.
| Richard Mak (Co-Chair) | Alex Chan | Slyvia Ng |
| Willis Chan (Co-Chair) | Francis Chan | Leo Yeung |
| Monica Cheung (Vice-Chair) | Michelle Choy | Jason Yu |
| Mike Kwok | ||
| David Lam |
Advocacy – Investor Education Sub-Committee
- To promote the application of fundamental analysis and proper risk management techniques to support investment decision process.
- To raise the awareness of investment disciplines among retail investors.
- To strengthen investors’ understanding on the evolution of investment products.
| Richard Mak (Co-Chair) | Jim Chan | |
| Wisely Ngai (Co-Chair) | Zap Cheng | |
| Michelle Choy | ||
| Linda Csellak | ||
| Matthew Fong |
Media Committee
- To promote the CFA designation and CFA Society Hong Kong under our mission statement.
- To enhance and monitor public awareness within the community by serving as a resource and establishing relationships with key influences, including the local regulators and media.
| Wisely Ngai (Chair) | Jacky Cheng | Kar Ming Kwok |
| Eric Cheung | Daisy Lin | |
| Miu Choi | Dickson Man | |
| Otto Choi | Stanley Tsai | |
| Michael Chow | David Tsoi | |
| Man Ting Kwan | Elaine Wong |
University Outreach Committee
- To plan the CFA Institute Research Challenge Hong Kong Local Final event timeline; formulate the rules and regulations and determine the subject; invite mentors, graders, and judges; and to organize and participate in the competition’s networking activities.
- To reach out to local universities to offer advice and guidance to future finance professionals; and to participate in university events to mingle with students and to promote our Society.
- To plan the Student Mentorship Program.
| Kerr Poon (Chair) | Ka Ho Cheng | Dr. Kris Li |
| Wallace Cheung (Vice-Chair) | Jaime Chou | Wisely Ngai |
| Candy Wong (Vice-Chair) | Ricky Chui | Leon Qi |
| Edwin Fan | Lena Wong | |
| Justin Kwok | Dr. Tony Yip | |
| Lhimark Lau | Jason Yu | |
| Xiang Le |
| Dr. Lewis Tam (Chair) |
The Society’s Governance
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.
| Richard Mak (Chair) | Kevin Chan | Dr. Alvin Ho |
| 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.
| Dr. Alvin Ho | ||
| Richard Mak | ||
| Felicia Wong | ||
| Janet Li |
