ESG Investing Masterclass – Carbon Markets

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 230824LU-CEX)

As interest in ESG issues continues to rise, carbon credits are emerging as a unique asset class, with climate change being a major catalyst for this development. We invite you to join us at “ESG Investing Masterclass – Carbon Markets”, an engaging event that will highlight the latest opportunities in the carbon markets.

Hong Kong is making strides in this area with a number of initiatives including the launch of Core Climate by HKEX.  Our speakers will discuss how Hong Kong can capture carbon markets opportunities and the city’s journey to becoming one of the world’s leading financial centres for sustainability.

Come and learn about the future of climate investments and find out how you can be part of this exciting new frontier.

Sandwiches and drinks will be served at the event.

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About the Speakers

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Mr Ken Chiu
Head of Carbon and ESG Products
Hong Kong Exchanges and Clearing Limited

Ken Chiu serves as Head of Carbon & ESG Products at HKEX since 2022, responsible for fostering the Carbon & ESG product businesses for the exchange. He recently has led the team to successfully establish and launch the first brand new voluntary carbon marketplace at HKEX.

Mr Chiu has more than 15 years of experience in the industry. He has worked in various functional areas including structuring and marketing positions in global markets of investment banks in both Hong Kong SAR and Mainland China. He has also been actively engaging in RMB internationalisation and cross-border business activities since 2009.

Mr Chiu joined HKEX in 2018. Prior to his current role, Mr. Chiu was Senior Vice President of Fixed Income and Currency (FIC) Development responsible for FIC derivative and bond listing businesses at HKEX. He holds an MSc in Mathematics for Finance and Actuarial Science from the Université Paris-Dauphine and a BBA in Finance from the Hong Kong University of Science and Technology.

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Dr Rocky Tung
Director & Head of Policy Research
Financial Services Development Council

Dr Tung is the Director & Head of Policy Research for the Financial Services Development Council (FSDC). He leads the team responsible for conducting policy research and industry surveys for the formulation of proposals to the Hong Kong Special Administrative Region Government and financial regulators.

Prior to joining the FSDC, Dr Tung was the Director of Capital Markets Policy for CFA Institute, covering research areas related to capital market structures (e.g. corporate governance, regulatory environment) in the Asia Pacific region. Before that, he was the Senior Economist for the Hong Kong General Chamber of Commerce, where he oversaw its macroeconomic research, as well as labour- and international trade-related policy research functions. He also served as an economist and a research analyst for banks, a trade credit insurer and a Hong Kong-based think-tank.

Dr Tung holds a doctoral degree in organisational leadership from Northeastern University in Boston, and is a Fellow of CPA Australia. He received a Master’s degree and a Bachelor’s degree, both in Economics, from the University of Hong Kong and the University of Wisconsin – Madison, respectively.

In his personal capacity, Dr Tung sits on the Citizens Advisory Committee on Community Relations of the Independent Commission Against Corruption and is the Convenor of its Media Publicity and Community Research Sub-Committee. He is a director of the Executive Committee of the Hong Kong Customs and Excise Department’s Youth Engagement Programme and a member of the Editorial Board of FinanceAsia.

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Mr Isaac Yeung Chung-kwan
Head of Corporate ESG / Head of Corporate Affairs
The Hong Kong and China Gas Company Limited (Towngas)

Having served at The Hong Kong and China Gas Company Limited (Towngas, HK.0003) for over 30 years, Isaac Yeung’s experience spans ESG, company secretarial services, human resources, project investment, corporate affairs and beyond. He sits on the board of directors for multiple major gas companies with businesses across the Chinese Mainland.

As Secretary of the ESG committees of both Towngas and Towngas Smart Energy Company Limited (HK.1083), Isaac initiated and organised the first national ESG forum by a gas company on the Chinese mainland back in 2012. Thereafter in 2013, he made ESG reporting an imperative item on the agenda of annual board meetings for the gas joint venture companies of the Group on the mainland, and initiated the publication of the first ESG report in the city gas industry. He orchestrated the first Nature-Related Directive Guide amongst listed companies in Hong Kong in 2022, and the Guide referenced to the Task Force for Nature-related Financial Disclosures framework.

Isaac is an Associate of the Hong Kong Chartered Governance Institute with the designations of Chartered Secretary and Chartered Governance Professional. He is a member of the Steering Committee of the Climate Governance Initiative HK Chapter and a member of the Hong Kong Professionals and Senior Executives Association.

Isaac holds a Master of Business Administration degree from City University of Hong Kong and a Bachelor of Business Administration degree from The Chinese University of Hong Kong.

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Mr Tim Chan, CFA (Moderator)
Pillar Head of ESG, Continuing Education Committee
CFA Society Hong Kong

Tim Chan is the Head of Sustainability Research (Asia Pacific ex Japan) at a bulge bracket investment bank and heads the ESG pillar under the Continuing Education Committee of CFA Society Hong Kong. 

Previously, Tim was a senior ESG analyst at Manulife Investment Management where he led the ESG integration, research and engagement efforts in North Asia. Before that, he worked as an advisory manager at Ernst & Young within their climate change and sustainability services team. 

Tim holds a bachelor of science in molecular biotechnology from the Chinese University of Hong Kong, and a master of science in environmental management from the University of Hong Kong. He is also a CFA charterholder, a chartered environmentalist and an EFFAS certified ESG analyst. Tim currently sits in the Advisory Board for Division of Environment and Sustainability, the Hong Kong University of Science and Technology (HKUST). 

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Rating Intermediate – Material presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.

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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, no walk-in will be entertained.
• Only registered participants are allowed to stay and attend the event.
• Please take good care of your belongings. CFA Society Hong Kong is not responsible for any personal loss.
• If you have any discomfort or flu symptoms, please DO NOT participate in the captioned activity.
• In the event of a dispute, the decision of CFA Society Hong Kong shall be final and binding.
• The event organizers reserve the right to change the format, date of the event due to unforeseen circumstances without prior notice.
• Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. Please see below for further details.
• To qualify for CPT/CE hours, all participants must attend the full event. After the seminar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• 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.
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.
• For non-members & guests, registration is only confirmed upon receipt of payment. 
• An additional administrative charge of HK$50 will be charged for participant who registers on the event day.
• HK$50 walk-in surcharge is imposed on all fees listed.
• To cope with the growing trend of going cashless, cash and cheque payment is strictly not accepted.  Please ensure the online payment is successfully completed, otherwise, the registration may not be processed.
• Registrations should be paid in full before the commencement of the event. Immediate payment is required upon email confirmation. Should the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
• Full amount will still be charged for no-show or enrolment made after Friday, 18th August 2023.
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before Friday, 18th August 2023. All cancellation requests must be made in writing and be confirmed by email from Society Hong Kong.
• Refund of the event fee (less an administration fee of HK$50 per person) will be given for cancellation received on/before Friday, 18th August 2023.
  – For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. 
• No refund will be given for cancellation received after Friday, 18th August 2023.
• Substitutions are allowed. Please notify us prior to the event. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.

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.