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HKSFA, CFA Institute, ACCA Discussion Forum: Corporation Valuation of Environmental, Social and Corporate Governance (ESG) by Investors [Full] Event Code: 170919S
This event is fully booked. If you would like to be put on the waiting list, please click here, complete the form and submit it online. When there is seat available, we will inform you by email.

Date 19-Sep-2017
Time 7:00 p.m. - 8:30 p.m.
Venue CityU SCOPE Admiralty Learning Centre
Rm UT, 8/F, United Centre, 95 Queensway, Admiralty, Hong Kong
Speaker(s) Panel Speakers:
Ir Albert Lai
CEO, Carbon Care Asia
Mr Derek Mok, CFA
Vice President, The Hong Kong Society of Financial Analysts
Chief Investment Officer, Fubon Convoy Asset Management (HK) Ltd
Dr. Calvin Lee Kwan
General Manager – Sustainability at Link Asset Management Limited
Moderator:
Mr Alan Lok, CFA
Director, Society Advocacy Engagement, Asia Pacific, CFA Institute
Fee HKSFA Member(s) at HK$100.0/person
CFA Candidate(s) at HK$150.0/person
Guest(s) and Non-member(s) at HK$150.0/person
This seminar is qualified for 1.5 CPT hour(s), 1.5 CE hour(s), 1.5 RBV CPD hour(s)
Remarks >CFA Society Global Passport Program Eligible  
# CFA Candidate(s) for Year 2017/18 only.
- Only Visa and Master Card are accepted for online payment.
- Language: English


Event Details


 Programme

6:30pm – 7:00pm
Registration & Networking
7:00pm – 7:15pm
Opening remarks
7:15pm – 8:15pm
Panel discussion
8:15pm – 8:30pm
Q&A session

About this Forum

The growth of Environmental, Social and Corporate Governance (ESG) investing has been exponential in recent years. Several academic papers on Asia-Pacific Research Exchange (ARX) have demonstrated robust evidence pointing towards alpha potential when ESG factors are included within investment decisions and asset allocation in the long-run.
 
Since 1 January 2016, the amended ESG Guide was applied to listed companies on both the main and growth enterprise market (GEM) boards of the stock exchange. This implied that henceforth, listed companies must state in their annual or ESG reports if they have complied with the provisions set out in the ESG Guide. If they have not, they must explain why not and give considered reasons.
 
It is now more than a year since the ESG enactment was made compulsory. In light of that, HKSFA, CFA Institute and ACCA will be co-hosting a forum on 19 September to define what is excellent ESG reporting and, to understand how investors take ESG issues into consideration during investment analysis.

Panel Speakers

Ir Albert Lai
Chief Executive Officer, Carbon Care Asia

Albert has been involved with green solutions and environmental organizations throughout his career. He was the founding chairman of the Professional Commons and the Hong Kong People's Council for Sustainable Development. He is a Director and past Chair of the Conservancy Association, the first non-government environmental group established in Hong Kong in 1968. He led the Hong Kong NGO delegation to the World Summit on Sustainable Development held in Johannesburg in 2002, and was also co-leader of the Hong Kong NGO delegation to the United Nations Climate Change Conferences in Bali (2007) and Copenhagen (2009) and led the HK NGO delegation to the Paris Climate Summit (COP21) in December 2015. Albert was a Stakeholder Council member of the Global Reporting Initiative (GRI) responsible for the development of international sustainability reporting guidelines. He also served for many years on the judging panel for the ACCA HK Sustainability Reporting Award.

As a chartered engineer by profession, Ir Lai has 25 years of business experience in the private sector prior to co-founding CCA, with special focus on strategic consulting, engineering management, technology and infrastructure investment.


Mr Derek Mok, CFA
Vice President, The Hong Kong Society of Financial Analysts
Chief Investment Officer, Fubon Convoy Asset Management (HK) Ltd
 
Derek is the Chief Investment Officer of Fubon Convoy Asset Management (HK) Ltd. Before that, he was the Head of Asset Management and Chief Investment Officer of RHB Asset Management Limited and Director – Investment of Haitong International Asset Management Ltd. responsible for managing public and private funds focusing on Greater China region. Prior to that, he was a Fund Manager of Guotai Junan Assets (Asia) Limited, covering Greater China region, and was an Investment Manager for BEA Union Investment Limited. Derek worked at the Reserves Management Department of the Hong Kong Monetary Authority, and was responsible for managing the global equity portfolio exposure for the Hong Kong Exchange Fund. He had also worked at China Securities (International) Asset Management Limited as the Director of Investment Management, VC Asset Management Limited and Nexus Investment Management Limited (the investment arm of Sun Hung Kai Properties Limited).
 
Derek is a CFA charterholder and holds the FRM designation. He is a CPA (Aust) and a Fellow of the Hong Kong Institute of Certified Public Accountants. Derek holds a Bachelor degree in Accounting from the Monash University and a Master degree in Investment Management (concentration in Financial Engineering) from the Hong Kong University of Science and Technology. He also holds a Master of Arts from the Macquarie University.
 

Dr. Calvin Lee Kwan
General Manager - Sustainability
Link Asset Management Limited


Dr. Calvin Lee Kwan is a leader in corporate sustainability who uses creativity and innovation to enable and inspire organizational change. He has over 15 years of global experience across several industries including academia, automotive, energy and real estate.

In his current capacity, Dr. Kwan is the General Manager – Sustainability at Link Asset Management Limited.  In this role he spearheads the integration of corporate sustainability across all business units by creating synergies and translating value to internal and external stakeholders.  In 2016 he was the architect of the first green bond issued by a Hong Kong corporate.  These efforts have garnered Link REIT world recognition as an innovative pioneer in corporate sustainability.

Dr. Kwan is also an active committee member of several working groups including the United Nations Environment Programme Finance Initiative Investment Commission, United Nations Sustainable Stock Exchange Green Finance Advisory Group and the Asia Pacific Real Estate Association Sustainability Committee.       


Moderator
Mr Alan Lok, CFA
Director, Society Advocacy Engagement, Asia Pacific, CFA Institute
 
Alan Lok is responsible for engaging the growing CFA Institute member societies in Asia Pacific in advocacy work. In his role, Mr Lok works with member societies to advance awareness and adoption of CFA Institute ethics and standards, as well policy positions on financial market integrity issues. This involves outreach to local stakeholders, including the industry, financial regulator, and the public across the APAC markets. Alan also managed thought leadership research projects carried out by societies leaders as well as facilitating their advocacy activities on the Asia-Pacific Research Exchange (ARX) post publication. 
  
Prior to this role with the Institute, Alan has served three years as the director of Capital Markets Policy within the Standards and Advocacy division of CFA Institute in the Asia-Pacific region. He was responsible for conducting research projects in market instruments and market structures. In addition, he was also given the duty to develop ARX till full completion until its official launch. Mr Lok works with regulators, institutional investors, academics, and various other stake holders within the financial industry to uphold investor protection and market integrity.

Prior to joining CFA Institute, he was a senior investment manager in a renewable-energy multinational corporation in Singapore. His portfolio revolved around carrying out intensive due diligence exercises in North America, Europe, and Asia Pacific.
 
Mr Lok also spent six years as an equity research analyst; initially with a sell-side research house based in Singapore and subsequently with a buy-side boutique house based in China. As a spokesperson for both companies, he appeared regularly on various financial media such as CNBC, Financial TimesThe Edge and The Straits Times to discuss issues related to behavioral finance and macroeconomics. He was also featured regularly as one of the regular guest commentator on Mediacorp’s “Good Morning Singapore” – a leading Mandarin-language financial TV program in Singapore.

Mr Lok has extensive teaching experience in the areas of asset valuation and corporate finance. Concurrently, he serves as an adjunct lecturer at the Nanyang Technological University of Singapore.

He received his MBA from the University of Manchester. He was also awarded the FRM (Financial Risk Manager) certification by the Global Association of Risk Professionals.
 
 
 
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
 

HKSFA 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-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at 
info@hksfa.org to register.