Committees

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 ChanYuheng Li
Wenyi Ma (Vice-Chair)Tao ChenJoey Tang
 Linda CsellakDavid Tsoi
 Vicky HsuLena Wong
 Mariana KouJenny Xing
 Justin KwokShelley Yu
 Alfred LauVickie 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 ChanAlvin Ho
 Albert ChengLarry Hung
 Carman CheungAlfred Lau
 Yuchi FanGary Leung
 Edward GrissellYachit 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 ChanKenneth Kwong
Qingwen Ren (Vice-Chair)Francis ChanCynthia Law
 Jim ChanGina Mok
 Kwun Ho ChanCharles Ng
 Otto ChoiDr. Anthony Woo
 Vicky HsuPeter Woo
 Nicholas JacksonDr. Tony Yip
 Kevin KwanJason 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 ChoiSimon Pang
Nicholas Jackson (Co-Chair)Michael ChowHing Wa Poon
Joyce Yim (Vice-Chair)Megan FooJacqueline Suen
 Mu HuangAaron Tan
 Jun Yee KohTerry Tao
 Alex LaiPeter Woo
 Richard LauRichie Wu
 Cynthia LawJenny Xing
 Ka Yan LeungBenjamin XU
 Charlmane LunKenson 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 ChanLarry Hung
 Jacky ChengDr. Alvin Ho
 Carol CheungDickson Man
 Eric CheungWinnie Ni
 Otto ChoiStanley Tsai
 Michael ChowCatherine 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 ChanHart Li
Wallace Cheung (Vice-Chair)Jim ChanDr. Kris Li
Leo Ng (Vice-Chair)Dr. Terence ChanSiyao Li
 Ricky ChuiCharlmane Lun
 Edwin FanChris Pang
 Matthew FongNic Tam
 Megan FooGilbert Wong
 Dr. Alvin HoLena Wong
 Anne KaoDr. Anthony Woo
 Mariana KouJoyce Yim
 Justin KwokDr. Tony Yip
 Alfred LauJason Yu
 Richard Lau 
 Lhimark Lau 

The Society’s Governance

Investment Committee

  • To set, implement and monitor investment policy for CFAHK reserves and working capital.
Joe Lin (Chair)Jaime ChouWilliam Leung
 Dr. Alvin HoRichard Mak
 Janet LiFelicia Wong

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 ChanDr. 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