Cracking the Code of Investment Research (Tue, 9 Oct 2018) Full

Events Details (Code: 181009N13)

What Portfolio Managers want?
What are the essential steps in analyzing a stock?

HKSFA is excited to offer young financial talents a briefing session on “Basics in Investment Research”.  This briefing session is ideally situated right before our annual initiative, the Hong Kong local final of “CFA Institute Research Challenge” by making it a supplement for those who are interested in embarking on the career path towards investment bank. 
We are pleased to have invited Mr. Franki Chung, CFA, Vice President of The Hong Kong Society of Financial Analysts, to share with audience the following topics:
-       Role of an Equity Analyst
-       How to analyze?
-       Skills in Company visits
-       What is needed in a research report
-       Handling one-on-one presentations
About the Speaker:
Mr. Franki K.F. Chung, CFA
Vice President
The Hong Kong Society of Financial Analysts

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 a Director and the Board Secretary of The Hong Kong Society of Financial Analysts. He is currently the Co-Chair of Best Research Report Competition and Research Challenge committees and a member of the FinTech, Technology, University Relations and Industry Relations committees. He is also the Third Vice President 2017-18 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.
Date:                    Tuesday, 9th October 2018
Time:                    6:15pm – 7:45pm
Venue:                 HKSFA Office, 14/F BOC Group Life Assurance Tower, 136 Des Voeux Road Central, HK
Language:           English
Fee:                      Complimentary Admission
Target Audience:
  • Students who are going to participate in the CFA Institute Research Challenge
  • Students of any faculties who are interested in finance or becoming research analysts
  • Students who would like to know more about equity research
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  • To RSVP via the online registration system, please select "Cheque" as the "Payment Method" for getting the registration details by email.
  • Language: English
  • Enquiry: / +852 2521 2543