Committees

Services to Members and Candidates

Services to Industry and Public

The Society’s Governance

Other Initiatives

Services to Members and Candidates

Candidate Services Committee

  • Act as a bridge of communication between the committee and the candidates, and provide necessary support and feedback to the study group leaders.
  • Share study experience and help the candidates prepare for the CFA Program examination.
  • Develop, strengthen, and implement the Society’s services related to candidate education with the support of office staff and other volunteers (e.g. study group leaders).
  • Establish a program / initiative to recruit new study group leaders (i.e. group leader succession) and ensure continuous candidate support and engagement.
  • Lead and manage communications with candidates and volunteers over different channels (e.g. email, social media, events, etc).
  • Understand the candidates’ experience and their needs when studying for and taking the exam, using the Society’s study groups.
  • Consolidate and provide suggestions for and questions about CFA curriculum and the CFA Program to CFA Institute.
  • Liaise with service providers (e.g. publishers, course preparation providers) on potential collaborations that would benefit candidates and help the Society achieve its vision and mission.
  • Meeting at least every 2 months​.
  • Ad hoc conference calls / meetings / email or Whatsapp communications​.
  • Approximately 2-8 hours a month implementing ideas​.

David Ching(Chair)

Zap Cheng(Vice-Chair)

Wallace Cheung

Dr. Francis Lau

Eric Li

Benjamin Xu

Abby Yip

Candidate Services Committee – Study Group Leaders

  • Lead one of the Society’s study groups helping to prepare candidates for the CFA Program examination.
  • Establish general rules and guidelines for the study group (e.g. frequency of meetings).
  • Keep the study group members focused and motivated.
  • Help members to plan revision timetables.
  • Set up study group meetings and make suggestions on how and what candidates should study.
  • Share previous study experiences and exam-taking techniques.
  • Act as a bridge of communication between the Candidate Education Committee and the candidates, providing necessary support and feedback to the group leaders.
  • Highly varied depending on the level of participation of Group Members.
  • Meet at least once towards the beginning of the Study Group cycle, and
  • Have one meetup every month thereafter.

David Ching (Chair)

Zap Cheng (Vice-Chair)

Wallace Cheung

Eric Fok

Dr. Francis Lau

Eric Li

Benjamin Xu

Abby Yip

Career Development Committee

  • Develop and promote career development events/programs for volunteers, members, and potential members.
  • Contribute ideas on programs, including but not limited to speaker recruitment.
  • Coordinate event rundowns, venues, catering, and advertisement flyers with assistance from the Society office.
  • Promote career development events.
  • Attend regular meetings once every two months, and ad-hoc events and initiatives.
  • Provide support for ad-hoc events and initiatives.

Janet Li (Chair)

Wenyi Ma (Vice-Chair)

Gowthaman Appavu Muruganandan

Tao Chen

Linda Csellak

Matthew Fong

Sijie Huang

Justin Kwok

Dr. Francis Lau

Yuheng Li

Delvin Tan

Joey Tang

David Tsoi

Lena Wong

Continuing Education Committee

The Committee has 4 Pillars, 1) Macro, Markets and Investments, 2) Tech & Innovation, 3) Risk and Compliance, and 4) ESG.

  • Keep abreast of industry developments and evolving technical skills.
  • Organize educational events on industry developments and topics of interest to finance professionals.
  • Host events – to facilitate/introduce speakers and to lead events from end to end.
  • Assess the eligibility of events for Continuous Professional Training (“CPT”) hours by designated Committee members.
  • Approximate 4 – 6 hours for each event, including discussion with the speaker on event content, rundown, participating rehearsal and hosting event.
  • The Committee aims to host 8-12 events each year.
  • Chair/Vice Chair guides new volunteers throughout the whole process.
  • More than 5 years of relevant work experience is required to become a member of this Committee.

Adam Wong (Chair)

Tim Chan (Vice-Chair)

Tim Chan (Vice-Chair)

Edwin Fan (Vice-Chair)

Jeffrey Tse (Vice-Chair)

Sebastien Cerbourg

Bosco Chan

Raymond Chan

Billy Choi

Joanna Dai

Dicky Fung

Yolande Kwong

Kwok Tai Law

Stephanie Li

Sylvia Ng

Kevin Poon

Coco Wu

Kenson Yeung

Continuing Education – Alternative Investments Special Interest Group

Group members would explore and study in the following areas:

  • Spread awareness about the field of value investing and personal wealth creation.
  • Provide a forum for like-minded members to discuss, apply, and modify value investment approaches, and to educate members about the core tenets of value investing and how they can be modified to keep up with current and future market conditions.
  • Promote the fundamental-driven, long-term, value-based investment style as a way of life.
  • Contribute to the eco-system of Private Equity business.
  • Discuss, explore and identify issues and trends driving the alternative asset space.
  • Provide a springboard for further programs and events.
  • Represent the Society in the PE or alternative asset community to foster collaborations.
  • Ongoing – Attend quarterly small group meetings and other ad hoc events
  • Strong interests in the subject
  • Knowledge and experience in the subject are advantageous
  • Willing to reach out to outside parties

Dr. Alvin Ho (Lead)

Grace Lee (Lead)

Michael Chow (Lead)

Francis Chan

Eric Cheung

Jaime Chou

Strauss Chu

Zachary Chua

Gemini Chung

Kenneth Kwong

Harry Lam

Brandon Leung

Walter Leung

Hart Li

Rock Li

Dickson Man

Shopin Matsuyama

Joyce Ng

Adrian Sun

Karen Tam

Janet Wong

Rebecca Xu

Mitty Zhang

Continuing Education – Momentum / Growth-investing Special Interest Group

Group members would explore and study in the following areas:

  • Leading indicators: Identify patterns, metrics to provide better visibility of future market trend
  • How to deal with market volatility: Strong bull stocks will continue their advance and may even become overvalued over time. However, those stocks could abruptly transform into bear stocks if one parameter is missed. A typical illustration of this type of market behavior is Tesla. It is therefore important for group members to identify what should be the right investment strategies
  • Risk management: Besides portfolio diversification, group members are to discuss what are the best tools to hedge against the risk of their holdings

Wallace Cheung (Lead)

Alvin Chan

Daniel Chan

Eric Chan

Weile Chan

Albert Cheug

Mo Cheung

Yanny Chu

Kenneth Ho

Sigmund Jiang

Shoaib Khan

Matthew Lam

Lhimark Lau

Gary Leung

Shopin Matsuyama

Dr. Allen Ng

Kevin Poon

Qingwen Ren

Hitesh Tanwani

Jason Wan

Benjamin Wong

Coco Wu

Continuing Education – Value Investing Special Interest Group

  • Spread awareness about the field of value investing and personal wealth creation.
  • Provide a forum for like-minded members to discuss, apply, and modify value investment approaches, and to educate members about the core tenets of value investing and how they can be modified to keep up with current and future market conditions.
  • Promote the fundamental-driven, long-term, value-based investment style as a way of life.
  • Ongoing – Attend regular and ad-hoc meetings events (approve once or twice every 2 months).
  • Strong interests in the subject.
  • Willing to stay to serve the community on financial literacy.
  • Knowledge and experience in the subject are advantageous but not compulsory.

Wallace Cheung (Lead)

Eric Chan

Jim Chan

Manjury Chan

Weile Chan

Albert Cheng

Jacky Cheng

Redfield Cheong

Mo Cheung

Yanny Chu

Zachary Chua

Ricky Chui

Kenneth Ho

Shoaib Khan

Arthur Lam

Harry Lam

Matthew Lam

Lhimark Lau

KT Law

Henry Lee

Gary Leung

Hart Li

Jinzhu Liu

Timothy Mak

Dr. Allen Ng

David Ng

Vivek Nittala

Kerr Poon

Leon Qi

Ho Bong Sin

Karen Tam

Hitesh Tanwani

Stanley Tsai

Jason Tsang

Jason Wan

Enci Wang

Benjamin Wong

Janet Wong

Milton Wong

Alex Yao

Joyce Yim

Zheyuan Zhang

Continuing Education – Web 3 & FinTech Sub-Committee

  • Organize educational events on Web 3 & FinTech industry developments and topics of interest to finance professionals, and assess the eligibility of events for CPT hours.
  • Keep abreast of fast-moving industry developments and evolving technical skills.
  • Host events (e.g. speaker events, social, museum visits, conference visits, etc.) and facilitate/introduce speakers and lead events from end to end.
  • Organize at least 1 event a year per committee member.
  • Approximate 4-6 hours each event. – Include discussion with speakers on event content, rundown, participating rehearsal, and hosting event – Chair/Vice Chair would provide guidance to new volunteers throughout the whole process.

David Ching (Chair)

Qingwen Ren (Vice-Chair)

Alvin Chan

Alex Chan

Daniel Chan

Amanda Cheng

John Evans

Kevin Kwan

Kenneth Kwong

David Lam

Keith Lee

Debbie Man

Charles Ng

Dr. Tony Yip

Member Services Committee

  • Participate in organizing the Society’s Member Services events and activities, including signature events, such as the annual dinner and awards night, as well as lifestyle, sports, and social events.
  • Organize signature events including providing suggestions for speakers, rundown, and logistics. Attend the events to network with attendees and promote the society.
  • Propose ideas for Member Services events and/or initiatives to offer a variety of events to members.
  • Lead and support events/initiatives (book club, movie appreciation, hiking, volunteering, etc.).
  • Attend bi-monthly meetings and ad-hoc meetings for specific events as required.
  • Volunteers should lead at least one event per year; participation in supporting events is encouraged.

Felicia Wong (Co-Chair)

Nicholas Jackson (Co-Chair)

Joyce Yim (Vice-Chair)

Gowthaman Appavu Muruganandan

Lok Ki Chan

Amanda Cheng

Jacob Chiu

Miu Choi

Michael Chow

Sijie Huang

Eiji Inohara

Evonne Jin

Man Ting Kwan

Alex Lai

Arthur Lam

Richard Lau

Ka Yan Leung

Walter Leung

Daisy Lin

Wisely Ngai

Simon Pang

Karen Tam

Chris Wong

Benjamin XU

Mitty Zhang

New Members Advisory Council

  • Serves as a bridge between the Society and recently joined members, aiming to understand their needs and interests.
  • Facilitates a vibrant and inclusive community for new members within the Society by organizing tailored initiatives and fostering increased engagement.

Society Member who has joined the Society for or less than 2 years, or CFA Charterholder for or less than 2 years.

David Ching

Felicia Wong

Eric Chan

Samuel Chan

Mo Cheung

Jacob Chiu

Miu Choi

Sigmund Jiang

Mike Kwok

Shixin Sheng

Services to Industry and Public

Advocacy Committee

  • Review and provide valuable comments and suggestions, on behalf of the Society, on consultation papers published by the government, regulators, and other professional bodies, such as the Hong Kong Stock Exchange, the Securities and Futures Commission, the CFA Institute, etc.
  • Provide unbiased, meaningful, and independent views on advocacy issues, with the understanding that volunteers’ views will be seriously considered but may or may not be adopted.
  • Stay abreast of regulatory trends in the financial industry.
  • Participate in taskforces to prepare responses for selected consultation papers.
  • Comment on 6-8 consultation papers each year. Spend 3 – hours reviewing and commenting on each consultation paper.
  • Attend selected task force discussion sessions each year, with each session lasting 1-2 hours.

Richard Mak (Co-Chair)

Willis Chan (Co-Chair)

Monica Cheung (Vice-Chair)

Alex Chan

Francis Chan

Michelle Choy

Mike Kwok

David Lam

Sylvia Ng

Leo Yeung

Jason Yu

Advocacy – Investor Education Sub-Committee

  • Promote the application of fundamental analysis and proper risk management techniques to support the investment decision process.
  • Raise the awareness of investment disciplines among retail investors.
  • Strengthen investors’ understanding of the evolution of investment products.
  • Organize 3-4 investment education seminars each year.
  • Contribute to the content development of the seminars and the sourcing of good speakers.
  • Collaborate with CFA Institute and other professional bodies to strengthen the investor’s education in Hong Kong.
  • Expect to spend 8-10 hours on the planning, liaison, and execution of each investor education event.

Richard Mak (Co-Chair)

Wisely Ngai (Co-Chair)

Jim Chan

Zap Cheng

Michelle Choy

Linda Csellak

Matthew Fong

Media Committee

  • Promote the CFA designation and CFA Society Hong Kong under our mission statement.
  • Enhance and monitor public awareness within the community by serving as a resource and establishing relationships with key influences, including the local regulators and media.
  • Formulate strategies to promote the Society, its brand, and events to raise its profile within Hong Kong.
  • Enhance public awareness of the Society, and engage and act as a resource with the media, regulators, and other organizations/associations.
  • Organize signature events including CFA Control Room (CFA 指揮室), in terms of recommending/ inviting guest speakers, and be responsible for logistics.
  • Develop the CFA Control Room Alumni Network (CFA 指揮室聯盟) – providing suggestions for speakers, rundown, and logistics. Attend the events to network with attendees and promote the society.
  • Attend bi-monthly meetings, and ad-hoc meetings for specific events as required.
  • “Super Connector”, or who endeavors to be one
  • Good at languages, some knowledge of financial media or social-financial media a plus.

Wisely Ngai (Chair)

Jacky Cheng

Eric Cheung

Miu Choi

Otto Choi

Michael Chow

Man Ting Kwan

Kar Ming Kwok

Daisy Lin

Dickson Man

Mike Tang

Stanley Tsai

David Tsoi

Elaine Wong

University Outreach Committee

  • Plan the CFA Institute Research Challenge Hong Kong Local Final event timeline; formulate the rules and regulations and determine the subject; invite mentors, graders, and judges; and organize and participate in the competition’s networking activities.
  • Reach out to local universities to offer advice and guidance to future finance professionals; and to participate in university events to mingle with students and to promote our Society.
  • Plan the Student Mentorship Program.
  • For Research Challenge Graders, review & score 5 to 8 investment research reports and provide constructive comments.
  • For Research Challenge Mentors, mentor the team during the research process and spend 6 hours to provide guidance on their investment research report.
  • Committee Members should possess the network and heart to reach out to university students.
  • Research Challenge officials are required to have analyst, portfolio manager, or other professional experience in either preparing or reading sell-side research.
  • For Graders: 5 years of relevant experience.
  • For Mentors with CPT credit hours entitled: (i) Preferably sell-side analysts with 10 years of experience (CFA charterholders a plus); (ii) With the enthusiasm to teach best practices and promote ethical decision making.

Kerr Poon (Chair)

Wallace Cheung (Vice-Chair)

Candy Wong (Vice-Chair)

Ka Ho Cheng

Jaime Chou

Ricky Chui

Edwin Fan

Justin Kwok

Lhimark Lau

Xiang Le

Dr. Kris Li

David Ng

Wisely Ngai

Leon Qi

Dr. KP Wat

Jason Tsang

Elaine Wong

Janet Wong

Lena Wong

Milton Wong

Joyce Yim

Dr. Tony Yip

Jason Yu

Wallace Cheung (Chair)

Redfield Cheong

Dr. Lewis Tam

The Society’s Governance

Investment Committee

Please note that this Task Force is not open for applications.

  • To set, implement, and monitor investment policy for CFAHK reserves and working capital.

Joe Lin (Chair)

Jaime Chou

Dr. Alvin Ho

Janet Li

William Leung

Richard Mak

Felicia Wong

Nomination Committee

Please note that this Task Force is not open for applications.

  • Review the structure, size, diversity profile and skills matrix of the Board and make recommendation on any proposed changes to the Board to complement the Board to achieve the Society’s strategic goals.
  • Identify suitable director candidates and select or make recommendation to the Board on the selection of individuals to be nominated as Directors to fill board vacancies as and when they arise.
  • Ensure plans are in place for orderly succession to the Board and oversee the development of a diverse talent pipeline, taking into account the challenges and opportunities facing the Society, and the skills and expertise needed on the Board in the future.
  • Review the Director nomination policy periodically and make recommendations on any proposed revisions to the Board.

Richard Mak (Chair)

Kevin Chan

Dr. Jimmy Jim

Dr. Alvin Ho

Remuneration Committee

Please note that this Task Force is not open for applications.

  • Make recommendations to the Board on remuneration packages.
  • Review and approve the management’s remuneration proposals with reference to the Society’s goals and objectives.
  • Consider salaries paid by comparable organizations, time commitment and responsibilities, and employment conditions elsewhere in the group.

Dr. Alvin Ho

Richard Mak

Felicia Wong

Janet Li

ESG Compass Task Force

Please note that this Task Force is not open for applications.

  • To establish a centralized group to lead the Society’s overall strategy on environmental, social, and governance (ESG), and outline key initiatives that can be implemented across the organization in a coordinated manner.

Felicia Wong (Chair)

Dr. Alvin Ho

Richard Mak

Tim Chan

Other Initiatives

Hong Kong Economic Journal Listed Company Award of Excellence 2024

  • To support the judging work of the Society representative in his capacity as a member of the Judging Panel to align with the Society’s mission to raise the standard of practice of the financial services industry.
  • To screen out a list of excellent listed companies from the entries of Blue Chip and Main Board categories according to corporate governance, transparency and attractiveness to investors.

Mike Tang

Futu 2024 Hong Kong and US Listed Companies Annual Leading CFO

  • To support the judging work of the Society representative as a member of the Judging Panel to discuss the value of the role of the CFO in different situations, find the general rules for the CFO to lead enterprises going through cycles, bring the CFO community together, and drive the success of Hong Kong and US listed companies.
  • To evaluate the achievements and leadership of the CFO in navigating the financial landscapes at Hong Kong and US listed companies by completing the scoring sheets for Leading CFO of the Year, Emerging CFO of the Year, Female CFO of the Year, Fastest Growing Enterprise, Investors’ Most Popular Enterprise, and Enterprise with Best Financial Leadership.
  • To share insights on the topic of “Leading CFO Requirements” for an article promoting the importance of CFO leadership in social media.

Dickson Man

Rebecca Xu

Hong Kong Economic Journal Financial Services Awards of Excellence 2024

  • To support the judging work of the Society representative in his capacity as a member of the Judging Panel to align with the Society’s mission to raise the standard of practice of the financial services industry.
  • To assess and score the performances of financial services enterprises from five major sectors, namely banking, financial institutions, funds and MPF, insurance, and digital finance, in an effort to commend the winning enterprises for their contributions to the local financial development.

Otto Choi

Joyce Yim

Bloomberg Businessweek Chinese Edition Financial Institutions 2024

  • To support the judging work of the Society representative in his capacity as a member of the Judging Panel to align with the Society’s mission to raise the standard of practice of the financial services industry.
  • To review and evaluate entries from Banking, Insurance, and Securities sectors based on their market performance, growth, development, and business strategy in the past year, with the objectives of motivating financiers to nurture potential talents, turn adversity into opportunity, and seek new development opportunities.

Alvin Chan

Christine Li

Bloomberg Businessweek Chinese Edition Financial Institutions 2023

  • To support the judging work of the Society representative in his capacity as a member of the Judging Panel to align with the Society’s mission to raise the standard of practice of the financial services industry.
  • To review and evaluate entries from Banking, Insurance, and Securities sectors based on their market performance, growth, development, and business strategy in the past year, with the objectives of motivating financiers to nurture potential talents, turn adversity into opportunity, and seek new development opportunities.

Ivor Cheung

Christine Li

Hong Kong Economic Journal Financial Services Awards of Excellence 2023

  • To support the judging work of the Society representative in his capacity as a member of the Judging Panel to align with the Society’s mission to raise the standard of practice of the financial services industry.
  • To assess and score the performances of financial services enterprises from six major sectors, namely banking, financial institutions, funds and MPF, insurance, credit card and payment platforms, and digital finance, in an effort to commend the winning enterprises for their contributions to the local financial development.

Wisely Ngai

Rebecca Xu

Mercer CFA Institute Global Pension Index Project – Advisory Board

The MCGPI Advisory Board is a panel of experts representing pension academics and practitioners from Australia and around the world. The Advisory Board reviews the design of the Index, its questions and draft results for each year’s index and ensures media and communications coordination between all partners.

Conrad Yan

Hong Kong Economic Journal Listed Company Award of Excellence 2023

  • To support the judging work of the Society representative in his capacity as a member of the Judging Panel to align with the Society’s mission to raise the standard of practice of the financial services industry.
  • To screen out a list of excellent listed companies from the entries of Blue Chip, Main Board, GEM, and New Star categories.

Joseph Lam

Joyce Yim