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[Webinar] Sector Analysis Research Series - REIT as an Asset Class from the Investor Perspective Event Code: 200811S-CEX
Date 11-Aug-2020
Time 7:00 p.m. - 8:00 p.m.
Venue Webinar
Speaker(s) Ms. Eunice Chu, FCCA
Mr. Victor S Yeung, CFA, MRICS
Ms. Luna Fong
Fee Complimentary
This seminar is qualified for 0 CPT hour(s), 1 CE hour(s), 0 RBV CPD hour(s)
Remarks
  • A place will be reserved for registrant upon successful online registration with email confirmation.  A reminder will also be sent before the event begins. If you have not received the email confirmation and reminder, it is the delegate's responsibility to contact HKSFA to confirm their place.
  • This webinar is a complimentary event.
  • The event will be conducted in English.
  • This event is NOT eligible for any CPT hours
  • A webinar reminder will be sent out 2-3 days before the event.
  • 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 7:00pm.
  • For attendance-taking purpose, participants’ names and company names (if any) may be given to the co-organizers of this event.
  • CFA Society Hong Kong will closely monitor and assess the ongoing situation of the Novel Coronavirus 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 and CFA Institute is final, and no further correspondences will be entertained.

Event Details Often touted as an asset class that generate recurring stable income for genuine long-term investors; REIT has frequently been mentioned along-side with investment grade fixed income products. How true is that?

The vibrancy and degree of retail participation rates within the REIT industries across both Hong Kong & Singapore markets have been phenomenal when compared to that of other industry sectors. Why is this so?

In addition, all if not most REITs are leveraged entities. As such, ability to obtain access to low interest rate financing is key for both survival and prosperity. Is the foreseeable low interest rate regime of our era benefiting the REIT business model? Are institutional investors buying into this low interest rate story?

 (You will be directed to the registration platform of Zoom.)


Webinar Host

Mr. Alan Lok, CFA, Director of Ethics Education and Professional Standards, Asia Pacific, CFA Institute

Mr. Alan Lok has more than 10 years of equity research experience, spanning various industries and sectors. He is the co-author of the "Sector Analysis: A Framework for Investors" research series jointly published by CFA Institute and ACCA



About the Speakers



Ms. Eunice Chu, FCCA
Head of Policy @ACCA Hong Kong

Eunice is responsible for elevating ACCA’s brand equity through stakeholders’ engagement, speaking in forums and training events, conducting research projects, article contribution and media commentaries. Eunice is the co-author of the "Sector Analysis: A Framework for Investors" research series jointly published by CFA Institute and ACCA. Besides her research work, Eunice also assists ACCA’s advocacy and educational work, giving presentation and training sessions on financial reporting, corporate governance and professional ethics issues in Hong Kong, Vietnam and Cambodia.




Mr. Victor S Yeung, CFA, MRICS
Founding Managing Partner and CIO @Admiral Investment Limited


Mr. Victor Yeung is Admiral’s founding managing partner and chief investment officer. Since 2013, he has been responsible for our overall firm strategy and day-to-day management of the Admiral products. Since 2018, Victor has also been appointed as an Adjunct Associate Professor, Department of Real Estate and Construction at the University of Hong Kong.
 
From 2007 to 2013, Victor was with LaSalle Investment Management, where he managed the Asia Pacific portion of the USD 10 billion Global Real Estate Securities program and eventually became its Managing Director, Asia Pacific Securities. Victor started the Asia Pacific Securities office for LaSalle Investment. He also previously worked for Morgan Stanley and American Express.
 
Victor was educated at the Massachusetts Institute of Technology (MIT), receiving the following degrees.
• Bachelor of Science Degree in Electrical Engineering and Computer Science
• Bachelor of Science Degree in Management
• Bachelor of Science Degree in Political Science
• Master of Science Degree in Political Science
 
He serves as an Educational Councilor for MIT. Since 2008, he has also lectured for various other industry and academic institutions, including the Asia Pacific Real Estate Association (APREA), Hong Kong Securities Institute (HKSI), Oxford Brookes University, Technological and Higher Education Institute of Hong Kong, and the City University of Hong Kong.
 
Victor is the author of four books and writes regular columns for several news media in Hong Kong, Taiwan, and Singapore. His Chinese book “A Complete Handbook of REITs” (投資房託全手冊) has won a publishing award at the Hong Kong Biennial Publishing Awards 2017. He is a co-host of a weekly stock analysis segment at Now TV’s Finance Channel.
 
Victor is a Chartered Financial Analyst, a professional member of the Royal Institution of Chartered Surveyors and he holds the Advanced Diploma in Managerial Accounting with the Chartered Institute of Management Accounting.




Ms. Luna Fong
Head, Investor Relations @Link Asset Management Limited

 
Ms. Luna Fong is currently the Head of Investor Relations of Link Asset Management Limited, the manager of Link Real Estate Investment Trust.  Luna has extensive experience in accounting, finance, investor relations and corporate strategy.  Prior to joining Link REIT, she worked as Corporate Finance Manager in Esprit Holdings Limited.  She also worked as Senior Manager in Financial Planning & Analysis at Sino Land Company Limited and Senior Manager in Assurance at PricewaterhouseCoopers.  Luna holds a Bachelor of Commerce from the University of British Columbia and is a Certified Public Accountant.


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