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) | Zap Cheng | |
| Eric Fok | ||
| Dr. Francis Lau | ||
| Eric Li | ||
| Benjamin Xu |
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 | Wenyi Ma |
| Alfred Lau (Vice-Chair) | Tao Chen | Joey Tang |
| Linda Csellak | David Tsoi | |
| Vicky Hsu | Lena Wong | |
| Mariana Kou | Jenny Xing | |
| Justin Kwok | Shelley Yu | |
| Dr. Francis Lau | Vickie Zou | |
| Yuheng Li |
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 |
| Lorenz Cheung (Vice-Chair) | Justin Chan | Jeffrey Tse |
| Edwin Fan (Vice-Chair) | Tim Chan | Gilbert Wong |
| Billy Choi | Coco Wu | |
| Joanna Dai | Flora Yau | |
| Claire Huang | Kenson Yeung | |
| Kwok Tai Law | ||
| Stephanie Li |
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.
| Alfred Lau (Lead) | Alvin Chan | Timothy Mak |
| Justin Chan | Gina Mok | |
| Wen Chen | Kerr Poon | |
| Albert Cheng | Stanley Tsai | |
| Jacky Cheng | Jeffrey Tse | |
| Wallace Cheung | Janet Wong | |
| Jaime Chou | Coco Wu | |
| Ricky Chui | Sue Xu | |
| Kwok Tai Law | Joe Yan | |
| Gary Leung | Alex Yao | |
| Hart Li | Da Viera Yu | |
| Jing Li | Jason Zeall | |
| Siyao Li |
Continuing Education – Web 3 & FinTech Sub-Committee
To organize educational events on Web 3 & FinTech industry developments and topics of interest to finance professionals, and to assess the eligibility of events for CPT hours.
To keep abreast of fast-moving industry developments and evolving technical skills.
To host events (e.g. speaker events, social, museum visit, conference visit, etc.) and facilitate / introduce speakers and lead event from end to end.
| David Ching (Chair) | Daniel Chan | Cynthia Law |
| Francis Chan | Gina Mok | |
| Jim Chan | Charles Ng | |
| Kwun Ho Chan | Qingwen Ren | |
| Otto Choi | Dr. Anthony Woo | |
| Vicky Hsu | Peter Woo | |
| Nicholas Jackson | Dr. Tony Yip | |
| Kevin Kwan | Jason Zeall | |
| Kenneth Kwong |
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 |
| Megan Foo | Jacqueline Suen | |
| Mu Huang | Aaron Tan | |
| Jun Yee Koh | Joey Tang | |
| Alex Lai | Terry Tao | |
| Richard Lau | Peter Woo | |
| Cynthia Law | Richie Wu | |
| Ka Yan Leung | Jenny Xing | |
| Charlmane Lun | Benjamin XU | |
| Wisely Ngai | Kenson Yeung | |
| Winnie Ni | Joyce Yim |
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
| Alfred Lau (Lead) | Eric Chan | |
| Carman Cheung | ||
| Wallace Cheung | ||
| Edward Grissell | ||
| Alvin Ho | ||
| Larry Hung | ||
| Gary Leung |
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 (Chair) | Sebastien Cerbourg | Alfred Lau |
| Willis Chan (Vice-Chair) | Alex Chan | Gary Leung |
| Francis Chan | Yuheng Li | |
| Monica Cheung | Johnny Mok | |
| Flora Chiu | Aaron Tan | |
| Linda Csellak | David Tsoi | |
| Anne Kao | Katie Wong | |
| 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.
| Alvin Ho (Chair) | Jim Chan | Dickson Man |
| Wisely Ngai (Vice-Chair) | Jacky Cheng | Winnie Ni |
| Carol Cheung | Stanley Tsai | |
| Eric Cheung | Catherine Tsang | |
| Otto Choi | Katie Wong | |
| Michael Chow | ||
| Eric Fok | ||
| Larry Hung |
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.
| Alvin Ho (Chair) | Edward Chan | Hart Li |
| Wallace Cheung (Vice-Chair) | Jim Chan | Dr. Kris Li |
| Leo Ng (Vice-Chair) | Dr. Terence Chan | Siyao Li |
| Kerr Poon (Vice-Chair) | Ricky Chui | Charlmane Lun |
| Edwin Fan | Chris Pang | |
| Matthew Fong | Nic Tam | |
| Megan Foo | Gilbert Wong | |
| Anne Kao | Lena Wong | |
| Mariana Kou | Dr. Anthony Woo | |
| Justin Kwok | Joyce Yim | |
| Alfred Lau | Dr. Tony Yip | |
| Richard Lau | Jason Yu | |
| 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 | 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.
| Alvin Ho | ||
| Richard Mak | ||
| Felicia Wong | ||
| Janet Li |
