A Pension Week in Hong Kong

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 241021LU-CEX)

With the 2024 results of the Mercer CFA Institute Global Pension Index released just in the week before this event, CFA Society Hong Kong is hosting this webinar with CFA Institute and Mercer for this discussion on how pension systems are progressing from a regional and global perspective. Incidentally, two major pension dialogues are taking place in the same week – the Pacific Pension & Investment Institute is having its Asian Roundtable in Hong Kong, while the Hong Kong Retirement Schemes Association is participating in the 13th Cross Straits Pension Forum in Taipei.  Speakers will be sharing their views on the relevance of these pension-focused events to the investment industry.  The webinar will also be an opportunity to exchange insights with CFA community in the pension industry or with interest in the topic.

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About the Speakers

Dr. David Knox AM
Senior Partner
Mercer

David is a Senior Partner at Mercer and the National Leader for research and policy in Australia. He has been the actuary to several public sector superannuation plans and is the lead author of the Mercer CFA Institute Global Pension Index, now in its 15th year.

Before joining Mercer, David was at PricewaterhouseCoopers and prior to that he was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in pensions and retirement incomes. He has spoken and written widely in this area and has served on many Government and industry committees. 

David was an independent Board member of Australian Prudential Regulation Authority from 1998 to 2003 and President of the Institute of Actuaries of Australia in 2000. He was appointed a Member (AM) of the Order of Australia in 2023 for significant service to the financial sector.

Ms. Adeline Tan FIA
Wealth Business Leader, Hong Kong
Mercer

Adeline is the Head of Investments for Asia since mid-2024, and previously led Mercer’s Wealth business in Hong Kong.  She is a Partner of the firm.

She has 20+ years of consulting experience advising clients on pension governance, investment strategy and implementation.  Adeline joined Mercer in Hong Kong, after 12 years with Watson Wyatt (now Willis Towers Watson) in the UK.

She serves a broad client base including corporations, wealth managers and public funds, and leads the team in covering the pension and investment needs of clients in Hong Kong, Taiwan, South Korea and Philippines.  She is a voting member of the Asia Wealth Governance Committee and the Asia Asset Allocation Oversight Committee at Mercer.  Beyond the firm, she volunteers as a member of the Finance and Investment Practice Board of the Institute and Faculty of Actuaries, and is a member of the FTSE Russell Asia Pacific Regional Equity Advisory Committee.   She is frequent speaker at conference and events on subjects ranging from asset class specialties, sustainable investments and pensions.

Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Mr. Conrad Yan, CFA
Managing Partner
Albamen Capital Partners

Conrad Yan is Managing Partner of Albamen Capital Partners. Albamen Capital Partners is an industrial investment firm focusing on renewable energy and digital infrastructure in China. Conrad is Vice Chair of CFA Capital Market Policy Council, Mainland Opportunities Committee member of Hong Kong’s Financial Services Development Council and the immediate past Secretary of Pacific Pension & Investment Institute (PPI), an educational non-profit based in San Francisco that convenes pension and investment thought leaders for in-depth dialogue and knowledge sharing on the issues facing long-term institutional investors, representing more than $25 trillion in assets.

As a CFA charterholder, Conrad was founding chair of the Global Investment Performance Standard (GIPS) committee in Hong Kong, and he was recognized as an Outstanding Volunteer by CFA Society Hong Kong (formerly HKSFA) in 2005.

Rating

General – Material presented will be basic and of interest to a general audience having no background in the area.

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks:

• Registration is requested, please register on or before Fri, 18 Oct 2024.
• The Zoom webinar link and email confirmation will be sent to the registrant upon successful online registration. Each registrant will be given a unique link for each session, please do not share the link with others.
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 12:30 PM.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.