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(Star-studded FinTech Panel) HKSFA 3rd Career Conference: Unearthing the Opportunities in HK Asset & Wealth Management industry Event Code: 190316N1
Date 16-Mar-2019
Time 09:00 a.m. - 12:00 noon
Venue HKUST Business School Central, Room 1501-02, 15/F, Hong Kong Club Building, 3A Chater Road, Central
Speaker(s) Mr. Gary Chan
Chief Executive Officer – Greater China, The CFO Centre Hong Kong
Mr. David Chang
CEO of Franklin Templeton Investments (Asia) Limited
Mr. William Chow
Deputy CEO of China Life Franklin Asset Management
Mr. Christophe Lee
Founding Partner, JP Asia Partners
Mr. Kenneth Shih
Head of Sales & Marketing, AQUMON
Ms. Jess Tang
General Manager and Head of Asset Management of China Merchant Securities Asset Management
Ms. Eleanor Wan
CEO of BEA Union Investment Management Limited
Mr. Ronnie Wu
CIO and Co-Founder of Penjing Asset Management
Fee HKSFA Member(s) at HK$250.0/person
CFA Candidate(s) at HK$280.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 0 CPT hour(s), 0 CE hour(s), 0 RBV CPD hour(s)
Remarks - Early bird rate (20% off the regular price) applies until 31 Jan 2019. 
CFA Societies Global Passport Program Eligible
- CFA Candidate(s) for Year 2018 and 2019 only. 
- Light breakfast and drinks will be provided. 
- Language: English

Event Details
        What's the next buzz word for FinTech? See if you will be inspired by Gary in
        the video above!         

For the upcoming HKSFA 3rd Career Conference sponsored by Achievers Recruitment Limited, we are glad to have a strong line-up of speakers all set.  This is a 3-part panel discussion where our distinguished speakers will share their views on the latest developments of asset and wealth management and FinTech industry as well as career opportunities that will arise from such developments. Join us for a highly informative and interactive session with some of the big names in the industry.

Panel Session 1:
Views on the economy in the coming year
•    Investment Strategy: Risk & opportunity
•    Finding growth and value in markets
•    Skillsets that will be important base on these investment trends?

Ms. Jess Tang, General Manager and Head of Asset Management of China Merchant Securities Asset Management
Mr. Ronnie Wu, CIO and Co-Founder of Penjing Asset Management
Panel Session 2:
Hong Kong as a premier Asset & Wealth Management hub
•    The Gateway to Mainland China and status as a Global Financial Centre
•    How would the Hong Kong Asset & Wealth Management industry look like in next few years?
•    How these developments impact the career market? 

Mr. David Chang, CEO of Franklin Templeton Investments (Asia) Limited
Mr. William Chow, Deputy CEO of China Life Franklin Asset Management
Ms. Eleanor Wan, CEO of BEA Union Investment Management Limited

Panel Session 3: 
What is the next wave of FinTech focus? 
•    FinTech (Digital wealth management and investing utilising AI)
•    Differences/Development in recruitment and career expectations between traditional Asset & Wealth Management vs Fintech startups
•    Investing in FinTech companies in Hong Kong, starting a FinTech company or working for one
•    Shared Economy in the CFO Space

Mr. Gary Chan, CEO – Greater China, The CFO Centre Hong Kong
Mr. Christophe Lee, Founder, JP Asia Partners
Mr. Kenneth Shih, Head of Sale & Marketing, AQUMON

About the Panelists

Mr. Gary Chan, CEO - Greater China, The CFO Centre Hong Kong
Mr. Chan  was also the corporate finance director of TNG (Asia) Limited, a financial technology company based in Hong Kong, between April 2015 and February 2017. He has assisted in the company’s successful application of the stored value facility licence to the Hong Kong Monetary Authority (‘‘HKMA’’), with the licence being granted in August 2016. During the process, Mr. Chan has overseen the process of fulfilling all the necessary business requirements set out by the HKMA including internal controls and placement of its senior management team.

From August 2009 to August 2013, Mr. Chan was a partner at Creat Capital Company Limited (‘‘Creat’’), a company that focuses on private equity investments.

Mr. Chan started his career with KPMG in Toronto, Canada in 1998 under that firm’s real estate practice. In January 2001, he joined Deloitte Touche Tohmatsu in Hong Kong as an accountant under that firm’s reorganisation services group.  From March 2007 to February 2009 Mr. Chan assumed the position of an associate in the fixed income, currency and commodities division of Goldman Sachs (Asia) L.L.C. in Hong Kong. 

Mr. David Chang, CEO & Regional Head, Greater China, Franklin Templeton Investments, Hong Kong
Since joining Franklin Templeton Investments in 2000, Mr. Chang was appointed as head of Sales & Marketing Hong Kong with responsibility for overseeing Franklin Templeton’s retail business.  In 2004, his role expanded to also cover Franklin Templeton’s Taiwan business.  Mr. Chang was promoted to Country Head of Hong Kong in April 2005 and Senior Director in October 2006.  In 2007, he has taken up the role of Regional Head (Greater China).  He is a Director of Franklin Templeton Investments (Asia) Limited (Hong Kong), Franklin Templeton Sealand Fund Management Co Ltd (China), Franklin Templeton Investment Management (Shanghai) Limited (China) and Franklin Templeton SinoAm Securities Investment Management Inc. (Taiwan).  In addition, he was an executive member of the Hong Kong Investment Funds Association.
Prior to joining Franklin Templeton, Mr. Chang had roles with Deutsche Bank and HSBC as a Vice President in Hong Kong and the ANZ Bank in Sydney.
Mr. Chang holds a bachelor’s degree in finance from Georgetown University and a master degree in education from the Open University Hong Kong.  He also volunteers as a supervisor at a school for mentally challenged in Hong Kong.  He is currently a Vice Chairman of the Hong Chi Association and Chairman of its Education Executive Committee.

Mr. Christophe Lee - Founder, JP Asia Partners
Mr. Lee is the founder of JP Asia Partners which offers advisory services to asset & wealth management and FinTech companies. He is also a Fintech mentor at HK X Foundation and at The Beyond Venture Fund. Mr. Lee has 27 years of financial service industry experience and has worked at Morgan Stanley, Sun Hung Kai Financial, Goldman Sachs and Bankers Trust. Mr. Lee is a graduate of the University of Pennsylvania.

Mr. Lee played an active role is the development of the asset management industry in Hong Kong. His HKSAR government appointments include the advisory committee of the Securities and Futures Commission (SFC) from 2007 – 2009, and the Financial Services Development Council (FSDC) – New Business Committee since March 2013. He led the working group on FSDC paper titled “The Future of Fintech in Hong Kong” published in May 2017.  Mr. Lee chaired AIMA Hong Kong (the global trade association for hedge funds) for 8 years from 2004 to 2012. He was voted by AsianInvestor Magazine as one of the “Top 25 most influential people in Asian hedge funds”.

Mr. Ken Shih, Head of Sale and Marketing for AQUMON
Mr. Shih is Head of Sales and Marketing for AQUMON, a leading Artificial Intelligence-based Robo Advisor in Hong Kong. Mr. Shih has a collective 14-years of financial industry experience in Hong Kong and the United States. Prior to AQUMON, Mr. Shih was a Director of Investment Content and an Alternative Investment Sales strategizing sales and marketing financial solutions to UBS' and HSBC's wealth management clients in Hong Kong. In the United States, Mr. Shih was a quantitative Risk Analyst for multi-strategy hedge fund Ramius LLC. Mr. Shih graduated with a bachelor's degree in Economics from the University of Wisconsin-Madison.

Ms. Eleanor Wan, Chief Executive Offier, BEA Union Investment Management Limited
Ms Wan possesses more than 23 years of experience in Asia’s asset management industry. She is a highly-seasoned veteran having represented various international asset managers in Asia. She had an extensive background in various functional areas within the mutual fund industry in Asia, including overall business development, marketing, sales, client servicing, operation and general management. Before joining BEA Union Investment in mid 2011 as its CEO, she was CEO of the Institute of Financial Planners of Hong Kong, leading the Institute’s efforts in promoting the professional standards of financial planners in Hong Kong. Prior to that, she was CEO of Allianz Global Investors Hong Kong Limited, where she was responsible for developing and implementing growth strategies and managing multinational distributors. 

Apart from her impressive career, Ms Wan is also involved in various public services in Hong Kong. She is currently a member of the Disciplinary Panel of Hong Kong Institute of Certified Public Accountants and a member of Professional Ethics Review Committee of the Institute of Financial Planners of Hong Kong. She had served as the Board Member of the Deposit Protection Board of Hong Kong and chaired its investment committee from 2008 to 2011. She was also a member of the Insurance Advisory Board from 2010-2013. She has been an active member of the Hong Kong Investment Funds Association, serving as a Vice-Chairman from 2006 to 2008.

About Achievers

Achievers is a renowned executive search firm specializing in Financial Services & Asset Management Industry. It was founded by a veteran Industry Leader who has successfully developed a local fund house into one of the largest Asia’s independent asset managers. Our consultant team is consisted of seasoned industry executive search specialists each with an average of 10 years’ consulting experience. We have been growing rapidly and have strong presence in the market in terms of tremendous successful placements, short search time with success and quality candidates that impress our clients. We have also been recognized for being highly experienced, reputable, efficient and are remarkable for our extensive network and knowledge in the Financial Services & Asset Management Industry.


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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 to register.

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