ESG Investing Masterclass – Public vs Private Market 

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 230913LU-CEX)

Navigating the ESG landscape can be complex, with unique challenges in data collection, interpretation, and application across different asset classes. 

In the second event of our “ESG Investing Masterclass” series, we will focus on the ESG methodologies in public and private markets. Our expert speakers will share their approaches in integrating ESG into portfolio management, assessing ESG portfolio analytics, discussing unique considerations in both public and private markets, and providing ways to overcome data hurdles.

Whether you’re a seasoned investor or simply curious about the future of sustainable finance, this event promises to offer valuable insights. Join us to stay abreast of the latest trends in ESG and understand their impact on both public and private markets.

Sandwiches and drinks will be served at the event.

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About the Speakers (in alphabetical order of company name)

Mr Julien Bernard
Chief Operating Officer
Amundi Greater China

Julien Bernard has been working in the asset management industry and with the Group since 2001.

Julien started his career as IT manager and was involved in several business development projects like the creation of Fund Channel (distribution platform in Luxembourg) before joining CAAM Luxembourg as Head of Distribution Client Servicing in 2008. He was promoted Head of Global Client Servicing at the creation of Amundi in 2010 supervising in particular the Client Servicing hubs in Paris & Luxembourg. In 2013, he launched and led Amundi in Poland as Chief Financial & Operating Officer before moving to Italy in 2016 as Chief Operating Officer where he led the Italian integration project of Amundi’s acquisition of Pioneer Investments. Julien was appointed Chief Operating Officer of Amundi Greater China in September 2021.

Julien holds an engineer degree in IT and management from Ecole Polytechnique from the University of Nantes.

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Ms Kristy Wong
Associate Director
ESG Investment Specialist
Amundi

Kristy Wong is Associate Director, ESG Investment Specialist, based in Hong Kong. She has over 14 years of experience in ESG across the financial and public sectors in Hong Kong. Prior to joining Amundi, she was Vice President, ESG at Bank of America from 2018 where she was the Asia Pacific Environment Lead. Before this, Kristy has garnered experience in ESG advisory at Ernst & Young and the Hong Kong Productivity Council.

Kristy is a Chartered Environmentalist at the Society for the Environment UK and a Chartered Water and Environmental Manager at the Chartered Institute of Water and Environmental Management. She also holds various professional certificates including the Certificate in ESG Investing from CFA UK, and Certified ESG Analyst (CESGA) from the European Federation of Financial Analysts Societies.  Kristy received an MEng degree in Electronic Engineering from the University of York and an MPhil in Electrical and Electronic Engineering from the University of Nottingham.

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Ms Rebekah Earp
ESG Director, Asia Operations
CVC Capital Partners

Rebekah joined CVC in June 2022 and is part of the Asia Operations team, which is involved throughout the ownership of portfolio companies to drive value creation and continued improvement. Prior to CVC she has spent the last 15 years in the region leading ESG integration in both public and private companies. She specializes in building ESG teams, expertise, governance, strategies and initiatives, as well as advising boards and C-suites on ESG matters.

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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). 

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, 8 Sep 2023.
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before Friday, 8 Sep 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, 8 Sep 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, 8 Sep 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.

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