Non members : To receive news from HKSFA
Please register here
Forgot password
Board of Directors
Mr. Franki K.F. Chung, CFA
President
Mr. Franki Chung, CFA, is the Chief Investment Officer of an investment company and experienced professional in equity / fixed income analysis and portfolio management. He was the Chief Investment Officer of MEAG HK, the asset management arm of Munich Reinsurance. Based in Hong Kong, he and his team cover Asian equities and fixed income portfolios for Munich Re. Before joining MEAG in 2010, he was the deputy head of Asia Equities in Baring Asset Management and responsible for country allocation, stock selection and managing equity portfolios in Asia Pacific.

Franki is the Vice President of The Hong Kong Society of Financial Analysts. He is currently the Co-Chair of University Relations and Volunteer Management committees and a member of the Nomination Committee. He is also the President 2018-19 of Lions Club Hong Kong IFC.

He holds a Master of Business Administration degree from the University of New South Wales, a Bachelor of Science (Economics) (Hon.) degree from the University of London, a Higher Diploma in Production and Industrial Engineering from the Hong Kong Polytechnic. Franki has been a CFA charterholder and a member of the CFA Institute since 1998.
 
Mr. Vincent Ng, CFA
Vice President
Mr. Vincent Ng, CFA, joined Atlantic-Pacific Capital in 2007 and is the Partner responsible for the Asia-Pacific region, which includes deal origination and product distribution across markets such as Hong Kong, China, Japan, Korea, India, Southeast Asia, Australia, and New Zealand. Atlantic-Pacific Capital is one of the largest independently owned global placement agent and advisory firm dedicated to raising capital for alternative investments. Vince has worked on more than 50 global fundraisings that have included strategies such as private equity growth and buyouts, infrastructure, energy, and real estate. Vince is a regular speaker at major private equity and industry conferences across the region.

Prior to joining Atlantic-Pacific, Vince started and managed the Fund Placement Advisory Group at Deloitte & Touche Corporate Finance in Hong Kong where he was responsible for deal sourcing, distribution and project management for the Asia-Pacific region. Vince has also worked in the London offices of Deloitte and Arthur Andersen where he provided financial advisory services such as audit and assurance, financial due diligence, M&A structuring, and company valuations.

Vince earned a Bachelor of Science (Hons) in Economics from Queen Mary, University of London and a Master of Science in Accounting and Finance from the London School of Economics. Vince is also a Fellow Chartered Accountant (FCA) in the United Kingdom, a Certified Public Accountant (CPA) in Hong Kong, and a CFA charterholder.
 
Mr. Charles Chui, CFA
Treasurer
Mr. Charles Chui, CFA, is a seasoned investment professional with 19 years of experience in the private banking and wealth management business; major strengths in equity and fixed income analysis with qualifications as both a CFA and a CPA Australia charterholder. He has exposure to major international European investment bank and Swiss private banking business, with major functions in overseeing the North Asian (including Japan) economics and capital market asset allocation decision. Charles is also equipped with long term track record in investment advisory services, with the goal of enhancing investment returns of high net worth individuals and corporations while at the same time optimizing their overall portfolio’s risk and return profile.
 
Mr. Alvin M. Ho, CFA
Director and Society Secretary
Mr. Alvin Ho, CFA, is an experienced investment principal with demonstrated track records in private equity. He is skilled in deal structuring, due diligence, venture capital/private equity, corporate finance, IPO, and business reengineering. He is the managing director of a private investment vehicle which looks to invest and advise on several high growth sectors. Aside from serving as member of the board for several public companies, he has recently authored a book on the business of sports.
 
Ms. Ashley P.W. Khoo, CFA
Director
Ms. Ashley Khoo, CFA, is an asset management and investment banking professional with comprehensive buy-side and sell-side experience, inclusive of portfolio management, fundamental/quantitative/pre-deal research covering Asian and China markets, multi-asset class investment, and Big 4 financial advisory with financial institutions.

Khoo is a board member of The Hong Kong Society of Financial Analysts, spearheaded launch of Asset Owner Series in Hong Kong—the first city outside of New York. She is currently the Chairperson of Continuing Education Committee’s full day workshop, Co-Chair of ESG Special Interest Group, Industry Relations Committee and Women in Investment Management Special Interest Group. Khoo is CFA Institute’s Presidents Council Governance Committee Member, Honorary Advisor and Investigation Committee Member of Financial Reporting Council, and Expert Advisor, Council Member and Vice Chair of Investment Committee of Institute of Financial Technologists of Asia.

Khoo holds a Master of Economics degree from The University of Hong Kong and a Bachelor of Science degree from Indiana University Bloomington, with a double major in Accounting and Computer Information System. She is a CFA and CPA charterholder.
 
Mr. Claudius Tsang, CFA
Director
Mr. Claudius Tsang, CFA, is a Partner and Co-Head of Private Equity, North Asia of Templeton Asset Management Ltd., a subsidiary of Franklin Resources, Inc. (NYSE: BEN). He is responsible for analyzing and evaluating strategic equity investments in North Asia. Prior to rejoining Franklin Templeton in 2008, Claudius managed private equity and PIPE (Private Investment in Public Equity) deals in Hong Kong, China, Taiwan and the United States for Lehman Brothers. Previously, he also worked for Korea Development Bank, the China Chem Group and Jardine Fleming.

Claudius is a CFA charterholder and served as Disciplinary Review Committee member of CFA Institute from 2006 to 2009. He is currently a Director and the Secretary of the Board of The Hong Kong Society of Financial Analysts and a committee member of Chinese Financial Association of Hong Kong as well as the Tsinghua Alumni Association of Hong Kong.

Claudius holds an M.B.A. with honours, from the University of Chicago Booth School of Business. In addition, he earned a bachelor of law from Tsinghua University and a bachelor of engineering from The Chinese University of Hong Kong.
 
Mr. Ho Tak Lee, CFA
Director
Mr. Ho Tak Lee, CFA, has over 14 years of investment management experience. He is the Chief Investment Officer of the value investing firm Pickers Capital. Prior to establishing Pickers, he was a Senior Fund Manager at Value Partners, where he held a prominent leadership role in investment and portfolio management from 2003 to 2012. He graduated from The Chinese University of Hong Kong with a Bachelors degree in Business Administration (Financial Engineering) and a Masters degree in Business Economics. He is also a Chartered Financial Analyst (CFA) charterholder. Mr. Lee is married and has two children. He is a marathon runner and scuba diver.
 
Mr. Richard K.C. Mak, CFA
Director
Mr. Richard Mak, CFA, is the Managing Director and Head of Advisory – Asia of Pictet Wealth Management. Richard Mak joined Pictet in 2011 to lead the Asia Advisory Team to provide investment advices to high net-worth investors in Asia. Prior to joining Pictet, he was the Head of Advisory-Asia at BNP Paribas Wealth Management.

Richard has over 30 years of experience in financial industry with 17 years in Japanese equity investments working for various institutions including Lombard Odier, Skandia Asset Management, Goldman Sachs, Citibank, and Nomura. He has been advising private clients on global investments since 2003.

Richard is a board member of The Hong Kong Society of Financial Analysts. He was the President Council Representatives for Asia Pacific Region of the CFA Institute from 2004 to 2008.

Richard holds the Chartered Financial Analyst designation and is a member of the CFA Institute since 1993. He graduated from The University of Hong Kong with the Bachelor of Social Sciences.
 
Ms. Felicia C.W. Wong, CFA
Director
Ms. Felicia Wong, CFA, is currently a Senior Manager in the Internal Audit Division at a leading US investment bank, with primary coverage in Institutional Securities Sales & Trading business. She has over ten years of experience in the financial industry including prior work experience at Goldman Sachs (Asia) LLC providing audit coverage in Institutional Securities and Risk Management during 2012-2015. Prior to that, she was with Bank of Montreal in Toronto as an Audit Manager and Quantitative Specialist, and later transitioned to Capital Market Treasury providing risk oversight on liquidity and funding before moving to Hong Kong in 2012. Felicia is a CFA charterholder and an FRM. Felicia holds a Master of Mathematical Finance from the University of Toronto and a Bachelor of Applied Science from the University of Waterloo.
 


Managing Director

Mr. Calvin K.W. Cheung
Managing Director
Mr. Calvin Cheung is an all-round expert in wealth management products distribution platform business and a specialist in content and communications.

Calvin worked in iFAST, a Singapore Mainboard-listed FinTech company, for ten years. He joined the firm as an Editor in 2006 and was one of the pioneers for its Hong Kong business. In 2009, he was promoted to the General Manager of Fundsupermart.com Hong Kong, an online B2C arm of iFAST. Since 2012, he acted as a frontiersman of iFAST's China business and drove for the firm’s strategy to expand into Mainland China. As the Regional Executive Director, he led iFAST to be the first non-bank WFOE which acquired a Fund Distribution Qualification from CSRC Shenzhen in 2015. He also initiated iFAST’s south-bound MRF Sub-TA Service in Hong Kong.

Prior to joining iFAST, Calvin was an Editor in Business Desk of Singtao Daily from 1998 to 2005. He possesses a wide range of academic backgrounds, including a bachelor's degree in Applied Economics, a postgraduate diploma in Public Relations and a Google Analytics Individual Qualification certificate.
 
  Function Responsibilities Name of Committee / Interest Group (Chairs)
 AdvocacyMr. Charles Chui, CFA
Mr. Claudius Tsang, CFA
 Best Research Report CompetitionMr. Ho Tak Lee, CFA
 Candidate EducationMr. Calvin K.W. Cheung
 Career DevelopmentMs. Felicia C.W. Wong, CFA
 Continuing EducationMs. Ashley P.W. Khoo, CFA
Ms. Felicia C.W. Wong, CFA
 Industry RelationsMr. Alvin M. Ho, CFA
Ms. Ashley P.W. Khoo, CFA
 InvestmentMr. Claudius Tsang, CFA
 Investor Education SeminarMr. Franki K.F. Chung, CFA
 Member ServicesMr. Vincent Ng, CFA
Ms. Felicia C.W. Wong, CFA
 Portfolio Management CompetitionMr. Ho Tak Lee, CFA
 Professional Conduct ProgrammeMr. Richard K.C. Mak, CFA
 Research ChallengeMr. Alvin M. Ho, CFA
 ScholarshipsMr. Charles Chui, CFA
Ms. Felicia C.W. Wong, CFA
Mr. Calvin K.W. Cheung
 SponsorshipMr. Vincent Ng, CFA
Mr. Alvin M. Ho, CFA
 University RelationsMr. Franki K.F. Chung, CFA
 Volunteer ManagementMr. Franki K.F. Chung, CFA
 ESG Interest GroupMs. Ashley P.W. Khoo, CFA
 Women in Investment Management Interest GroupMs. Ashley P.W. Khoo, CFA
 Value Investing Interest GroupMr. Ho Tak Lee, CFA