International Women’s Day 2025 – Embracing Board and Workplace Diversity
(CODE: 250312-CAX)
Date: 12 March 2025 (Wednesday)
Time: 6:30 PM – 8:00 PM (reception starts at 6:00 PM)
Venue: Deloitte, 35/F, One Pacific Place, 88 Queensway, Admiralty
Join us at the International Women’s Day (IWD) 2025 networking seminar, co-hosted by CFA Society Hong Kong and Women in ETFs, as we delve into the crucial theme of embracing board and workplace diversity. This event will serve as an echo to HKEX’s latest listing requirements on board diversity, shedding light on the significance of diversity in the corporate realm.
Our panel of industry veterans, each bringing insights from their unique backgrounds and expertise, will delve into discussions on the implications of board diversity requirements for listed companies, global practices and initiatives on workplace diversity, and the benefits of having women in leadership positions. They will share their personal stories and experiences, emphasizing the pivotal role that women play in shaping diverse and inclusive boardrooms.
Furthermore, the event will explore how women in finance can equip themselves to seize new opportunities in evolving workplaces. From strategies for professional growth to navigating work-life balance, this event promises to be an insightful and empowering platform for all attendees. After the insightful panel discussions, participants will have the opportunity to engage in dialogues with the speakers and other industry professionals during the networking session while enjoying free-flowing light refreshments and drinks.
Don’t miss this chance to engage with industry experts, gain valuable insights, and be part of the conversation on fostering diversity and inclusivity in the corporate world.
Target audience: Members of CFA Society Hong Kong and Women in ETFs only
Language: English
Registration Fee: free of charge
Venue Sponsor: Deloitte
About the Speakers
Member Board of Directors
The Women’s Foundation
Claire Goodchild is the Asia Head of Diversity & Inclusion at Morgan Stanley. She is involved in the design of the firm’s diversity and inclusion strategy, which has resulted in numerous recognitions, including the Gold Standard for LGBT Inclusion in published indices in Hong Kong and Japan as well as being named one of the 100 Best Companies for Women in India.
Over the course of more than 15 years at Morgan Stanley, Claire has held other roles in talent development and has led a team to win a Silver Award for Excellence in Training and Development. She is heavily involved with TWF, having been co-chair of the Foundation’s Mentor Programme Steering Committee from 2016 to 2018 and acting as chair of the Human Resources Advisory Council (HRAC) of TWF since 2019.
CEO
BEA Union Investment
(also Executive Director of CFA Society Hong Kong)
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 Chairman 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.
Banking & Capital Markets Leader (Hong Kong)
Deloitte China
Natalie is the Hong Kong Banking & Capital Markets (BCM) Leader at Deloitte China, overseeing all service lines in BCM sector. She has extensive experience, including stationing in the Greater Bay Area of mainland China for four years, providing audit and advisory services to financial institutions. Her diverse clientele includes Global, Chinese and Hong Kong banks, securities and investment funds.
Natalie supports financial institutions with a wide range of advisory services, including regulatory advisory, compliance reviews, and licensing application services. She is also a member of the Asia Pacific Regulatory Group of Deloitte AP network, providing inputs and feedback on regulatory matters for the banking and capital market industry teams in Asia Pacific region.
Her previous roles include Member of Deloitte China DEI Council, Regional Audit Group Leader of Financial Services Industry, and Regional Talent Leader of Audit for Deloitte Southern China
Since April 2023, Natalie has been a member of the Hong Kong Academy of Finance (MAoF) and graduated from its Inaugural Cohort of the Financial Leaders Programme in December 2022.
Natalie is both a HKICPA and CFA chartered holder. She has been serving as the Global Council Member of the Association of Chartered Certified Accountants (ACCA) since 2019. Natalie is also the Co-Chair of Innovation & Technology Committee of Hong Kong Women Professionals & Entrepreneurs Association.
Executive Director, Executive Education
HKU Business School
Adrian Chan is Executive Director at the Executive Education at the HKU Business School. The Executive Education unit, previously known as the Poon Kam Kai Institute of Management, was established in 1998 under the auspices of the HKU Business School of The University of Hong Kong. Since then, the unit has undergone rapid development, and has become one of the important gateways for the academics to connect with business corporations and public sectors.
Adrian has substantial experiences across Education and Business sectors, started a career in management consulting, and then held leadership positions across different sectors from retail, manufacturing and automotives. Adrian has also valuable experiences in education sector, having worked for HK Polytechnic University, and Executive Education of the University of Michigan Ross School of Business. Prior to joining HKU Business School, Adrian was General Manager of Fung Academy, responsible for the talent development at Fung Group.
At HKU Business School, Adrian is responsible for the Executive Education unit which provides open and customized programmes for both public and private sectors. Adrian is also renowned to be a philanthropist supporting the elderly and under-privileged.
About the Moderator
Head of Index Research, APAC
Nasdaq
David Tsoi is the Head of Index Research, APAC at Nasdaq, spearheading the index research efforts in the Asia-Pacific region. The team provides research and insights on Nasdaq’s entire product suite, including U.S. and global broad-based, thematic, multi-factor and option indexes.
Before joining Nasdaq, David held the position of Vice President at Global X ETFs, a thematic ETF specialist owned by Mirae Asset. He was responsible for the product development of over 20 ETFs, including the world’s first Asia green bond ETF and Hong Kong’s first covered call ETFs. Prior to that, he worked in the Investment Products division of the Securities and Futures Commission (SFC), where he was involved in policy formulation for the asset management industry and product authorization, including the approval of Hong Kong’s first ESG ETF.
David holds an array of qualifications, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), Certified ESG Analyst (CESGA), and Certified Anti-Money Laundering Specialist (CAMS).
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
- For members of Women in ETFs, please contact Women in ETFs regarding the registration details.
- 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.
- All cancellation requests for confirmed enrolment must be made in writing and be confirmed by email from the Society on or before 10th March 2025 (Monday).
- Substitutions are allowed and please notify us no later than 10th March 2025 (Monday) if such an arrangement is required. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.
- 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.
- 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 at 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.
