[Complimentary with Giveaway] Bridging the Markets: Thailand and Hong Kong Capital Insights
(CODE: 240925-CAX)
Date: 25 September 2024 (Wednesday)
Time: 12:30 PM – 1:30 PM
Venue: HKU iCube, Two Exchange Square, Central
Member-exclusive and Complimentary
CFA Society Hong Kong invites you to an enlightening session with Mr. Juckchai Boonyawat, the President of the Thailand Capital Market Development Fund (CMDF). Juckchai will kick off the event with a presentation that provides an overview of the current state of Thailand’s capital markets, highlighting the essential functions and initiatives of the CMDF in promoting market advancement.
Following the presentation, there will be a fireside chat between Juckchai and Ms. Janet Li, CFA, Society Secretary and Executive Director of CFA Society Hong Kong (also CEO of BEA Union Investment). This conversation will explore potential avenues for collaboration between Hong Kong and Thailand, focusing on opportunities for mutual growth and partnership. Additionally, the session will include updates on the evolving landscape for financial professionals in Thailand, offering attendees valuable insights into the industry’s dynamics.
As a token of appreciation for our members’ continuing support, each participant will also receive one complimentary Limited-edition Mini Sacoche. Don’t miss this opportunity to gain valuable knowledge and connect with influential leaders in the financial sector!
Target audience: Members-only
Language: English
Registration Fee: Complimentary
(Light refreshments will be served at the event.)
About the Speakers
President
Thailand Capital Market Development Fund (CMDF)
Juckchai has more than 20 years of experience specializing in financial service and corporate consulting in the areas of investment management, wealth distribution, and corporate solutions from both local and foreign financial institutions.
He started his professional financial services career in investment banking with a local asset management firm and entered into a global wealth management as a Chief Distribution Officer at Manulife Asset Management (Thailand). He also gained international experience in managingcorporate solutions business as a Head of Sales & Marketing at AIA, responsible for driving corporate solutions business with Asia Pacific team.
During the last 5 years, he was appointed as a CEO at Mercer (Thailand), mainly responsible for managing and expanding wealth, health, and career consulting portfolio by leveraging global and regional Mercer’s capability.
Juckchai is currently a President of Thailand Capital Market Development Fund (CMDF) responsible for executing funding support to develop Thailand capital market ecosystem in the 4-core themes – infrastructure development, competency of capital market professionals, national financial literacy, and capital-market-related research & innovations.
Society Secretary and Executive Director
Chair, Career Development Committee
CFA Society Hong Kong
(also Chief Executive Officer of BEA Union Investment)
Janet Li is the Chief Executive Officer of BEA Union Investment. Prior to joining BEA Union Investment, she was the Wealth Business Leader for Asia and a Partner at Mercer, where she led the Retirement and Investment business of the firm in the region. Throughout her over 20 years’ investment consulting career, she worked closely with institutional clients and platforms on their portfolios, and across diverse types of asset classes ranging from public to private markets investments.
Janet is currently serving as the Chairperson of the Executive Committee of the Hong Kong Retirement Schemes Association (HKRSA). She is also a Member of the Human Capital Committee of the Financial Services Development Council (FSDC). She is an Adjunct Associate Professor of The Faculty of Business and Economics at The University of Hong Kong.
Janet graduated with Bachelor Degree of Economics and Finance from 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 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 required and no walk-in will be accommodated.
- If you have any discomfort or flu symptoms, please refrain from attending the event.
- Only registered participants are allowed to stay and attend the event.
- Substitutions are permitted. Please inform us by Monday, 23rd September 2024, if you need to make such arrangements. The substitute must also be a member of the CFA Society Hong Kong.
- The event organizers reserve the right to change the format or date of the event due to unforeseen circumstances without prior notice.
- The CFA Societies Global Passport Program is applicable to this event. Please click here for details.
- The event will be conducted in English.
- This event is not eligible for any CPT/PL credit hours, no attendance certificates will be issued to attendees.
- The mini sacoches are given as souvenirs to members who attended the event. Registrants who did not show up at the event will not be entitled to such souvenirs.
- Please take good care of your personal belongings when attending the event. The Society shall not be responsible for any loss of personal property.
- For attendance-taking purposes, participants’ names and company names (if any) may be given to the speakers 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 the Society’s website. Please stay alert with our notifications.
- In the event of any disputes, the Society reserves the right of final decision.
- The above Terms and Conditions are subject to change without prior notice.
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.
- 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.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
