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HKSFA 13th Annual Forecast Cum Annual Dinner

Gold Sponsor: 

We are deeply honoured to have Mr. Esmond Lee, Senior Advisor of Financial Services Development Council, Hong Kong, as the
evening’s keynote speaker.  

The evening’s highlight is of course the Annual Forecast PanelThe event sees each panelist give and defend their predictions of key financial indicators (such as Hang Seng Index, H-Share Index, and finance sector-related current events) as chosen by the panel moderator.  The event includes an interactive - and typically light-hearted - discussion between panelists and the audience on their forecasts.

Ms. Donna Kwok, Senior China Economist, UBS and Dr. Stephen Green, Economist, Capital Group, have confirmed as our panelists.  In addition, we are also glad to announce that the winning panelist of last year’s forecast panel, Dr. Michael Taylor, Managing Director and Chief Credit Officer of Moody’s Investors Service, together with other panelists, will be giving us their insights on the year ahead for financial markets at the Forecast Panel.

The evening’s MC and panel moderator is Mr. Joe Morrison, CFA, CAIA, Vice President - Senior Credit Officer, Corporate Finance Group Asia, Moody’s Investors Service.  Mr. Morrison will leverage his decades of experience in the Asia Pacific and financial markets to guide the panel discussion, challenge conventional wisdom, and develop insights on the year ahead for our markets.

Results of the 3rd annual HKSFA Best Research Report Competition will also be announced at the HKSFA’s Annual Forecast cum Annual Dinner. This year sees the addition of a new award category, Sector Report, which will be presented in addition to the Best Research House Award and the awards to the Hong Kong top three equity research reports.   

We are also proud to announce the winners of the inaugural HKSFA-HKEX Portfolio Management Competition at the Dinner.  The Competition is aimed to identify potential portfolio management talent from within the community of HKSFA members, CFA candidates and qualified university students, as well as broadening the investment community’s understanding of risk-adjusted returns.  We are most honoured that the Hong Kong Exchanges and Clearing Limited (HKEX) is the sponsor of the Competition.

The HKSFA will use the evening to recognise the hard work of our volunteers and long service of our members via outstanding volunteer, and decennary and bi-decennary chaterholder awards.

Come and join us for a lively debate, and tough but entertaining questions with a renowned panel of investment experts, economists and strategists.  This is a great networking opportunity to exchange ideas with OUR fellow members and other investment professionals. 

To sign up, please contact HKSFA by e-mail at 

Details of event are as follows: 

Date             Friday, 25th November

Time            6:45 p.m. – 10:00 p.m.

Venue          2/F, The Restaurant and Lounge, Hong Kong Football Club, 3 Sports Road, Happy Valley, Hong Kong

Attire            Business

Enquiries     Tel : 2521 2543     Email :


Fee              Members - @HK$350 (Early Bird rate is exclusive for HKSFA members and only applies to those who register on or before Friday, 11th November 2016)

                    Members - @HK$425

                    Non-members - @HK$625


6:45pm – 7:15pm          Registration & Reception
7:15pm – 7:45pm          Welcome Address & Keynote Speech
7:45pm – 8:30pm          Award Presentation & Dinner
8:30pm – 9:45pm          Forecast Panel
9:45pm                         Lucky Draw
10:00pm                       End of Event

Registration: Please click here
for the reply slip.