[Webinar] Where does the Hong Kong retirement system stand?

CPT/CE Eligibility (A Recognized CPT Provider)

CPT hour(s)	1.5
PL (CE) hour(s)	1.5
RBV CPD hour(s)	1.5

EVENT DETAILS

(CODE: 211210LU-CEX)

The Mercer CFA Institute Global Pension Index is a study of 43 retirement income systems across the globe and the sample size of the study covers almost 2/3 of the world’s population. The index is calculated based on three weighted sub-indices, namely adequacy, sustainability and integrity. In the 2021 study, Hong Kong’s performance on integrity was outstanding but it was only average on adequacy and sustainability. –

In this webinar, speakers from Mercer and KPMG will share with you:

• The 2021 findings from the Global Pension Index;
• The strengths and weaknesses of pension systems;
• How pension systems in Asia, and in particular Hong Kong, compare to other systems across the globe;
• Gender differences in pension outcomes;
• Tax and non-tax policies that encourage people to save for their retirement in selected countries in the region;
• How to save money for retirement smarter from a Hong Kong tax perspective

CFA Society Hong Kong representative, Mr. Conrad Yan, CFA, Co-Managing Partner at Albamen Capital Partners will moderate a panel discussion with the two speakers before taking questions from the webinar participants. 

About the Speakers

Ms. Janet Li, CFA, MAoF
Partner, Wealth Business Leader, Asia
Mercer

Janet Li, CFA, MAoF, is a Partner and the Wealth Business Leader, Asia at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia. In her role, she leads and drives strategic growth to the business as well as its operations and implementations.  

Janet has vast experience working with institutional clients (sovereigns, pension, insurance, corporate and wealth management). Her experience also spans across a wide range of retirement and investment services (asset-liability review and strategy, portfolio construction, manager review, selection and monitoring, investment governance and transformation, discretionary management, member communication and education and related tools’ developments) and a diverse range of asset classes (public equities and fixed income, private equities, illiquid credit, real estate and infrastructure). 

Before joining Mercer, Janet was the Director of Investments, Greater China at Willis Towers Watson where she was a core member of the Asia leadership team.

Janet is the Immediate Past Chairman of the Executive Committee and the Chairman of the Business Strategy Sub-committee of the Hong Kong Retirement Schemes Association (HKRSA). Janet is also a Committee Member of the Insurance Asset Management Association of China (IAMAC) Pension Fund Management Professional Committee and a Management Committee Member of the Taiwan Pension Fund Association. In addition to these, she is currently serving as Member on the Human Capital Committee of the Financial Services Development Council (FSDC), Advisory Group Member (Working Adults) of the Investor and Financial Education Council (IFEC) and Member of the FTSE Russell Asia Pacific Equity Advisory Committee. Janet is named as the Pensions Woman of the Year by the Asia Asset Management 2020 Best of the Best Awards.

Janet graduated with Bachelor Degree of Economics and Finance from The University of Hong Kong and is a holder of the Chartered Financial Analyst designation.

Mr. David Siew
Partner, Tax
KPMG China

David is a Partner with over 15 years experience providing individual and employment solutions across Tax, Immigration, Recruitment and Reward.

David has led numerous People Services engagements across a variety of industry sectors including banking, private equity, asset management, and consumer products.

David has advised clients on the provision of deferred compensation, share schemes, carried interest, and pension arrangements. David is also well verse in business traveller solutions having acted as regional partner for a large-scale program implementation.

David has also represented several clients to negotiate and liaise with the Inland Revenue Department formulating written arguments to mitigate employer and individual exposure.

David has extensive experience in leading complex engagements and excels at project management and service delivery for cross-border tax matters to drive value for the organizations he serves.

Mr. Conrad Yan, CFA
Co-Managing Partner
Albamen Capital Partners

Conrad Yan is Managing Partner of Albamen Capital Partners.  Albamen Capital Partners is an industrial investment firm focusing on renewable energy and digital infrastructure in China.  Conrad is Capital Market Policy Council member of CFA Institute, Market Development Committee member of Hong Kong’s Financial Services Development Council and Secretary of Pacific Pension & Investment Institute (PPI), an educational non-profit based in San Francisco that convenes pension and investment thought leaders for in-depth dialogue and knowledge sharing on the issues facing long-term institutional investors, representing more than $25 trillion in assets.

Rating General
Material presented will be basic and of interest to a general audience having no background in the area. 

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@cfasocietyhongkong.org to register.

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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 attendnace letter. You will be directed to Paypal to complete the order. Please submit your application before the registration deadline (7 Dec).
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.