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 | |
Zap Cheng (Vice-Chair) | Eric Fok | |
Dr. Francis Lau | ||
Eric Li | ||
Benjamin Xu |
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.
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) | Dr. Terence Chan | Yuheng Li |
Wenyi Ma (Vice-Chair) | Tao Chen | Joey Tang |
Linda Csellak | David Tsoi | |
Vicky Hsu | Lena Wong | |
Mariana Kou | Jenny Xing | |
Justin Kwok | Shelley Yu | |
Alfred Lau | Vickie Zou | |
Dr. Francis Lau |
Continuing Education Committee
The Committee have 4 pillars, 1) Market 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 | Joe Liew |
Tim Chan (Vice-Chair) | Justin Chan | Jeffrey Tse |
Lorenz Cheung (Vice-Chair) | Billy Choi | Gilbert Wong |
Edwin Fan (Vice-Chair) | Joanna Dai | Coco Wu |
Claire Huang | Flora Yau | |
Kwok Tai Law | Kenson Yeung | |
Stephanie Li |
Continuing Education – Private Equity 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.
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) | Eric Chan | Alvin Ho |
Albert Cheng | Larry Hung | |
Carman Cheung | Alfred Lau | |
Yuchi Fan | Gary Leung | |
Edward Grissell | Yachit Mahajan |
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) | Alvin Chan | Siyao Li |
Eric Chan | Jack Lo | |
Justin Chan | Timothy Mak | |
Wen Chen | Gina Mok | |
Albert Cheng | Sylvia Ng | |
Jacky Cheng | Kerr Poon | |
Mo Cheung | Stanley Tsai | |
Jaime Chou | Jeffrey Tse | |
Ricky Chui | Chris Wang | |
Yuchi Fan | Janet Wong | |
Shoaib Khan | Coco Wu | |
Kwok Tai Law | Sue Xu | |
Alfred Lau | Joe Yan | |
Lhimark Lau | Alex Yao | |
Gary Leung | Da Viera Yu | |
Hart Li | Jason Zeall | |
Jing Li |
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) | Daniel Chan | Kenneth Kwong |
Qingwen Ren (Vice-Chair) | Francis Chan | Cynthia Law |
Jim Chan | Gina Mok | |
Kwun Ho Chan | Charles Ng | |
Otto Choi | Dr. Anthony Woo | |
Vicky Hsu | Peter Woo | |
Nicholas Jackson | Dr. Tony Yip | |
Kevin Kwan | Jason Zeall |
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) | Miu Choi | Simon Pang |
Nicholas Jackson (Co-Chair) | Michael Chow | Hing Wa Poon |
Joyce Yim (Vice-Chair) | Megan Foo | Jacqueline Suen |
Mu Huang | Aaron Tan | |
Jun Yee Koh | Terry Tao | |
Alex Lai | Peter Woo | |
Richard Lau | Richie Wu | |
Cynthia Law | Jenny Xing | |
Ka Yan Leung | Benjamin XU | |
Charlmane Lun | Kenson Yeung | |
Wisely Ngai | ||
Winnie Ni |
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) | Sebastien Cerbourg | Alfred Lau |
Willis Chan (Co-Chair) | Alex Chan | Gary Leung |
Monica Cheung (Vice-Chair) | Francis Chan | Yuheng Li |
Flora Chiu | Johnny Mok | |
Linda Csellak | Aaron Tan | |
Anne Kao | David Tsoi | |
Kenneth Kwong | Jason Yu | |
David Lam | Vickie Zou |
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 (Chair) | Matthew Fong | |
Alfred Lau | ||
Jason Yu | ||
Shelley Yu |
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) | Jim Chan | Larry Hung |
Jacky Cheng | Dr. Alvin Ho | |
Carol Cheung | Dickson Man | |
Eric Cheung | Winnie Ni | |
Otto Choi | Stanley Tsai | |
Michael Chow | Catherine Tsang | |
Eric Fok |
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) | Edward Chan | Hart Li |
Wallace Cheung (Vice-Chair) | Jim Chan | Dr. Kris Li |
Leo Ng (Vice-Chair) | Dr. Terence Chan | Siyao Li |
Ricky Chui | Charlmane Lun | |
Edwin Fan | Chris Pang | |
Matthew Fong | Nic Tam | |
Megan Foo | Gilbert Wong | |
Dr. Alvin Ho | Lena Wong | |
Anne Kao | Dr. Anthony Woo | |
Mariana Kou | Joyce Yim | |
Justin Kwok | Dr. Tony Yip | |
Alfred Lau | Jason Yu | |
Richard Lau | ||
Lhimark Lau |
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 |