HKIRA x CFA Society Hong Kong – IR Pledge Member Webinar Series – Investing REITs in Hong Kong

CPT/CE Eligibility (A Recognized CPT Provider)

CPT hour(s)	1
PL (CE) hour(s)	1
RBV CPD hour(s)	1

EVENT DETAILS

(CODE: 220426LU-CEX)

REIT, or real estate investment trust, is a collective investment scheme that aims to deliver a source of recurrent income to investors through focused investment in a portfolio of income-generating properties such as shopping malls, offices, hotels, and service apartments in Hong Kong and/or overseas. REITs provide regular income distribution to investors.  At least 90% of a REIT’s net income after tax (after adjusted for losses/gains from real estate evaluation or disposal) will be distributed to its investors. Most REITs trade on major stock exchanges and they provide a stable return for investors in terms of capital gain and dividend yield in long run.

With immense pleasure, CFA Society Hong Kong is co-hosting this webinar with Hong Kong Investor Relations Association (HKIRA), and we are pleased to have Ms. Amy Luk of Champion REIT and Ms. Ada Ho of Fortune REIT to introduce their business and share their work in investor relations (IR). These two companies have totally different property portfolios. One mainly consists of shopping mall and office and the latter covers residential area inside shopping malls which appeals to the mass market. Despite their differences, both companies are committed to IR and are willing to communicate with investors. They are both members of the HKIRA IR Pledge Program. Let’s learn more about their businesses and their dedication in investor relations!

Last but not least, Mr. Alfred Lau, CFA, Director of CFA Society Hong Kong, as well as Investor Relations Manager at MTR Corporation, would be the moderator during the discussion session.

About the Speakers

Ms. Amy Ka Ping LUK, CFA 
Investment and Investor Relations Director
Champion REIT

Ms. Luk is responsible for identifying and evaluating potential investment opportunities, overseeing the capital structure and investor relations of Champion REIT. She has over 15 years of experience in the financial industry. Before joining the REIT Manager, Ms. Luk has been involved in equity research covering the Hong Kong real estate sector for over 10 years at various international financial institutions, making recommendations on equity investments.

Ms. Luk holds a Master of Business Administration from the University of Rochester and a Bachelor of Business Administration from the Hong Kong University of Science and Technology. She is a Chartered Financial Analyst. She was honoured with the titles of Best Investor Relations Professional by Corporate Governance Asia and Best IRO by Hong Kong Investor Relations Association.—

Ms. Ada HO
Manager, Investor Relations & Research
ARA Asset Management (Fortune) Limited

Ada Ho is currently the Manager, Investor Relations & Research of ARA Asset Management (Fortune) Limited. Ada has over 10 years experience in investor relations, corporate communications, corporate finance and corporate strategy. Prior to joining ARA Asset Management (Fortune) Limited, she worked as the Investor Relations Manager at C.P. Pokphand Co. Ltd., Investor Relations and Public Relations Manager at China Financial Services Holdings Limited, and Senior Associate at Hill & Knowlton and SPRG. Ada holds a Bachelor’s degree in Economics from the University of California, Berkeley.

Mr. Alfred LAU, CFA
Director
CFA Society Hong Kong (Moderator)

Alfred Lau has been the Investor Relations Manager at MTR Corporation since 2018. Prior to joining MTR Corporation, he was the Executive Director, Head of Property & Gaming Research at BOCOM International Research.

Alfred has more than 15 years of experience in the financial industry, with 12 years in sell-side equity research. He holds the CFA designation and has been a member of CFA Institute since 2009. He is also a Financial Risk Manager (FRM) and CESGA Charterholder. 

He graduated from The University of Hong Kong with a Bachelor of Economics and Finance.

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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 event@cfahk.org to register

Other Details:

• This Webinar is a complimentary event for all members.
• Upon registration on the Zoom platform, each registrant will be given a unique link for each session, please do not share the link with others.
• 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 webinar. After the webinar, 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.
• The webinar link and email confirmation will be sent to registrant upon successful online registration. 
• 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.
• The webinar will be conducted on Zoom.
• 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.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• CFA Society Hong Kong will closely monitor and assess the ongoing situation of COVID-19 in the community. 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. 
• *For Guest/ non-member/ Candidate, $150 is required for the CPT Attendance Letter, please click the box below for CPT attendance letter. You will be directed to PayPal to complete the order. Please submit your application before the registration deadline (24 April).
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.