AI and the Future of Sustainable Investing: CFA Society Hong Kong x CISL Fireside Chat & Networking Evening
Join CFA Society Hong Kong and the Cambridge Institute for Sustainability Leadership (CISL) for an exclusive networking evening bringing together investment professionals, CFA charterholders, CISL alumni, and sustainability practitioners.
The evening will feature a fireside chat with Tim Chan, CFA, Executive Director of CFA Society Hong Kong, and Felicia Wong, CFA, Vice President of CFA Society Hong Kong and CISL alumna, exploring two themes at the top of the industry's agenda: the opportunities and risks of AI through a sustainability lens — from AI-enabled climate solutions and energy efficiency gains, to the challenges of surging power demand, data centre emissions and responsible governance — and the outlook for ESG in the second half of 2026, as climate disclosure regimes take hold in Asia while sentiment diverges across global markets.
The event will provide an opportunity for members and guests to exchange ideas with peers across the finance and sustainability communities and expand their professional network over drinks.
About the Speakers
Ms. Felicia Wong, CFA
CFA Society Hong Kong
Felicia Wong is currently an Executive Director in the Internal Audit Division at a leading US investment bank, with primary coverage in institutional securities sales and trading business. She has more than 15 years’ experience in the financial industry, including at Goldman Sachs (Asia) LLC, providing audit coverage in institutional securities and risk management from 2012 to 2015, and Bank of Montreal in Toronto as an audit manager and quantitative specialist. She later transitioned to capital market treasury, where she provided risk oversight on liquidity and funding.
Felicia is also a Financial Risk Manager (FRM) and holds a Master of Studies in Sustainability Leadership at the University of Cambridge, a Master of Mathematical Finance from the University of Toronto and a Bachelor of Applied Science from the University of Waterloo. -
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Mr. Tim Chan, CFA
CFA Society Hong Kong
Tim Chan is an award-winning equity strategist, ranked the #1 individual analyst by Extel in 2026 and top-two for five consecutive years. Most recently an Executive Director at Morgan Stanley, he built and led the firm's top-ranked Asia thematic research team and authored more than 100 institutional research reports on equity strategy, energy transition, AI diffusion, and corporate governance — including Nuclear Renaissance, the most-read report from Morgan Stanley Asia in 2024 — with views regularly cited in CNBC, the Financial Times, Bloomberg, and SCMP.
Tim's perspective spans sell-side, buy-side, and consulting: he was previously a senior analyst at Manulife Investment Management covering ten Asia-Pacific markets and led a team at Ernst & Young advising corporates across Greater China.
Tim is a Board Director of CFA Society Hong Kong, where he chairs the Continuing Education Committee, and a Visiting Scholar at the Hong Kong University of Science and Technology. He holds degrees from the Chinese University of Hong Kong and the University of Hong Kong, and is a CFA charterholder.
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 event. 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@cfasocietyhongkong.org to register.
Remarks
- Registration is mandatory; no walk-ins will be entertained. Only registered participants are allowed to stay and attend the event.
- For paid events, registration is only confirmed upon receipt of payment. If the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
- Cash and cheque payments are strictly not accepted. Participants should ensure that online payment is successfully completed; otherwise, registration may not be processed.
- An administration fee of HK$50 will be charged for any cancellation of confirmed enrollment made on or before 23 Aug 26. All cancellation requests must be made in writing and confirmed by email from CFA Society Hong Kong. A refund of the event fee, less the administration fee of HK$50 per person, will be issued for eligible cancellations. The full event fee will be charged for no-shows or cancellation requests after 23 Aug 26.
- For payments made by credit card, eligible refunds will be processed through the bank, and participants should allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account.
- Substitutions are allowed, but participants must notify CFA Society Hong Kong prior to the event. Any fee difference resulting from ticket type or the early bird period must be settled to confirm the substitute's registration and seat.
- The event organizers reserve the right to change the format or date of the event due to unforeseen circumstances without prior notice.
- Should there be any changes to the event dates or other arrangements, participants will be notified via SMS and/or email. Notices will also be posted on the CFA Society Hong Kong’s website, so participants should stay alert for notifications.
- For attendance-taking purposes, participants’ names and company names (if applicable) may be provided to the speaker of this event.
- If participants experience any discomfort or flu symptoms, they should not participate in the event.
- Participants should take good care of their belongings. CFA Society Hong Kong is not responsible for any personal loss.
- To ensure a safe and enjoyable environment for everyone, participants are expected to treat fellow attendees with respect. Abusive or threatening behavior will not be tolerated, and individuals who behave inappropriately may be asked to leave the event.
- In the event of a dispute, the decision of CFA Society Hong Kong shall be final and binding.
Personal Information Collection Statement - Click to Expand
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By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage. - Click for Details
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- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
