CFA Society Hong Kong

CFA Society Hong Kong The financial industry is characterized by rapid change and continuous innovation.

CFA Society Hong Kong is a non-profit organization founded in 1992, sharing the mission of CFA Institute in raising the professional and ethical standards of financial analysts and investment practitioners. In a changing technical and professional environment, practitioners engaging in regulated activities in Hong Kong should regularly update their knowledge and skills through Continuous Professio

nal Training (“CPT”) to maintain their professional competence. The Society is recognized by the Securities and Futures Commission (“SFC”) as an institution for providing Continuous Professional Training (“CPT”). Continuing Education programs and seminars organized by CFA Society Hong Kong qualify for CPT hours.

【Event Calendar – June 2026】👉👉 Event details and registration 🔗 https://cfasocietyhongkong.org/Mark your calendar for CF...
29/05/2026

【Event Calendar – June 2026】

👉👉 Event details and registration 🔗 https://cfasocietyhongkong.org/

Mark your calendar for CFA Society Hong Kong's exciting happenings this month:

📅 2 Jun 2026 (Tue) 📌 2026 Sustainable Investing Symposium

📅 11 Jun 2026 (Thu) 📌 The Evolving Family Office Ecosystem in Hong Kong (join waiting list)

📅 17 Jun 2026 (Wed) 📌 From Data to Decisions: A Member Networking Event on Climate Risk Investing

📅 25 Jun 2026 (Thu) 📌 Presidential Moment: Fireside Chat with Mr. Mahesh Harilela (join waiting list)

📅 29 Jun 2026 (Mon) 📌 GPU-Accelerated Portfolio Optimization

【CFA Control Room Alumni Network】 👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfajOur newest article, “當「龍蝦」爬進華爾街...
28/05/2026

【CFA Control Room Alumni Network】

👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfaj

Our newest article, “當「龍蝦」爬進華爾街:是投資界的終結者,還是你的超級合夥人?” (Wall Street’s New “Lobster” Wave: The Terminator of Investing, or Your Next Super Partner?), by David Ching, CFA, Vice President of CFA Society Hong Kong, has just been published on MetroFinance.Biz (Metro Broadcast 新城廣播有限公司)!

In this insightful article, he explores how AI agents are transforming investment workflows, from deal sourcing and research to due diligence and portfolio monitoring, by radically improving speed and efficiency. While highlighting AI’s power as a productivity accelerator, he also underscores its limitations, emphasizing that human judgment, trust, and governance remain irreplaceable. The piece offers timely perspectives on how investment professionals can stay competitive in the age of AI.

About CFA Control Room:

CFA Control Room (CFA指揮室) is our public awareness program, consisting of interviews with seasoned practitioners in the finance industry. The program has been offered in collaboration with Metro Finance (新城財經台) and Hong Kong Economic Journal (信報財經新聞 hkej.com) since 2014. CFA Control Room Alumni Network is formed by past speakers and dedicated volunteers of CFA Control Room. Together, we are committed to promoting investor education and making a difference in our community!

【Inaugural CFA Society Hong Kong Football Game】CFA Society Hong Kong recently hosted our Society’s inaugural Football Ga...
27/05/2026

【Inaugural CFA Society Hong Kong Football Game】

CFA Society Hong Kong recently hosted our Society’s inaugural Football Game to celebrate the excitement of the upcoming World Cup!

This new community event, championed by Dr. Alvin Ho, CFA, President of the Society, was launched to give our members the perfect after-work opportunity to break a sweat, stay active, and network beyond the trading floors.

A huge thank you to everyone who came out, showcased their skills, and made our first match a fantastic success. Stay tuned for the next gathering with more details coming soon!

👉👉 Renew your Society Membership by 31 May 2026 to receive a Limited-edition Portable Luggage Scale! 🔗 https://tinyurl.com/35s46x2z

【The Evolving Family Office Ecosystem in Hong Kong】 👉👉 Register via our website 🔗 https://tinyurl.com/2cbtr58hFamily off...
26/05/2026

【The Evolving Family Office Ecosystem in Hong Kong】

👉👉 Register via our website 🔗 https://tinyurl.com/2cbtr58h

Family offices play a pivotal role in preserving and growing wealth across generations, while increasingly aligning their strategies with sustainability and social impact objectives through philanthropy and impact investing.

Join us for a timely seminar on the evolving family office ( ) ecosystem in Hong Kong, co-hosted by CFA Society Hong Kong, CFA Institute, Hong Kong Academy of Finance (AoF), Hong Kong Institute for Monetary and Financial Research (HKIMR), and Hong Kong Trustees' Association (HKTA).

Welcome Remarks:
📌 Dr. Giorgio Valente, Head of HKIMR
📌 Kerr P**n, CFA, Executive Director of CFA Society Hong Kong
📌 Scott Lee, Senior Director, Strategic Partnerships at CFA Institute
📌 Ka Shi Lau, Chairman of HKTA

Presentation Speakers:
📌 Dr. Tom Fong, Senior Manager at HKIMR

Panelists:
📌 Stephanie Choi, Head, Sustainable & Impact Investing APAC at UBS Wealth Management
📌 Furuzonfar Zehni, Managing Director at Jefferson Trust (and Partner of Fresco Capital)
📌 Tim Chan, CFA, Executive Director of CFA Society Hong Kong (moderator)

📅 11 June 2026 (Thursday)
⏰ 5:30 PM – 7:00 PM
📍 CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
💰 Free of charge (CFA Society Hong Kong members only)

【Composed Performance: The Hidden Variable Separating Good from Great】CFA Society Hong Kong recently had an insightful d...
22/05/2026

【Composed Performance: The Hidden Variable Separating Good from Great】

CFA Society Hong Kong recently had an insightful dialogue with Mr. Kal Ghayur, CFA, FSIP, on how the nervous system directly influences decision‑making, communication and leadership presence.

Drawing on neuroscience, physiology, and performance research, his practical, science-backed “micro‑activations” allowed participants to realize how small, intentional adjustments can reset the nervous system in real time and elevate performance when it matters most.

Attendees walked away with actionable techniques they can immediately apply before presentations, high‑stakes decisions, market volatility or difficult conversations. The keynote highlighted composure as the hidden driver of sustained high performance, unpacking the neuroscience behind clarity, focus, and emotional regulation, and demonstrating how breath, voice, posture, focus, and mindset shape nervous system responses. These concepts were brought to life with techniques used by elite performers, offering clear and practical applications across investing, leadership, communication, and everyday work.

Our special gratitude goes to Mr. Nicholas Jackson, CFA, for expertly guiding the session as our event emcee and keeping the discussion engaging throughout.

👉👉 Renew your Society Membership by 31 May 2026 to receive a Limited-edition Portable Luggage Scale*! 🔗 https://tinyurl.com/35s46x2z

(* Available on a first-come, first-served basis while stocks last. Other terms and Conditions apply. Please refer to our website for details.)

【OpenClaw and Beyond: AI Agents for Investment Professionals】Behind the viral hype of agentic   lies a serious question ...
21/05/2026

【OpenClaw and Beyond: AI Agents for Investment Professionals】

Behind the viral hype of agentic lies a serious question for finance professionals: can AI agents actually improve investment decision-making, or are they a productivity illusion wrapped in a security risk?

In our recent networking seminar, David Ching, CFA, Investment Director at Animoca Brands, and Kevin Kwan, CFA, Head of Data Science at Bloomberg Enterprise Data, addressed these critical questions. Sharing their firsthand experience deploying agent systems in real workflows, they covered what works, what fails, and what the CFA community needs to understand before adopting these tools.

Finance professionals are advised to prioritize data security when choosing AI agents for their businesses, and to “always question twice” the responses provided by AI to mitigate the impact of hallucinations.

👉👉 Renew your Society Membership by 31 May 2026 to receive a Limited-edition Portable Luggage Scale*! 🔗 https://tinyurl.com/35s46x2z

(* Available on a first-come, first-served basis while stocks last. Other terms and Conditions apply. Please refer to our website for details.)

【Excel in the CFA Exam with UWorld】 CFA Society Hong Kong is proud to partner with UWorld Finance to offer CFA® exam can...
20/05/2026

【Excel in the CFA Exam with UWorld】

CFA Society Hong Kong is proud to partner with UWorld Finance to offer CFA® exam candidates in Hong Kong and Macau personalized, seamless, and reliable exam preparation materials all in one place.

UWorld’s team of certified financial experts have been where you are. They understand what it takes to succeed in high-stakes exams and are dedicated to making complex concepts easy to understand.

📌 Experience UWorld’s expert-led videos, Qbank, and learning platform for yourself with a 7-day free trial. No discount code required! 🔗 https://finance.uworld.com/cfa/free-trial/

📌 Exclusive discount on CFA exam review products for CFA exam candidates of all levels in Hong Kong and Macau. Please visit Society's website for more information.

【From Data to Decisions: A Member Networking Event on Climate Risk Investing】 👉👉 Register via our website 🔗 https://tiny...
19/05/2026

【From Data to Decisions: A Member Networking Event on Climate Risk Investing】

👉👉 Register via our website 🔗 https://tinyurl.com/5ftmh9fa

We’re delighted to invite members of CFA Society Hong Kong to an exclusive networking drinks evening at RaRe Restaurant, proudly co sponsored by Emmi and its platform partner FactSet.

This event features a presentation on how climate data is shaping investment decisions today, and where it still serves more as disclosure than actionable insight. Hear directly from senior management of Emmi and FactSet, who will share their perspectives on the evolving role of climate data in investment analysis and risk management.

Enjoy drinks and canapés in a relaxed setting while connecting with fellow professionals and engaging in meaningful discussions on climate related risks and opportunities.

📅 17 June 2026 (Wednesday)
⏰ 6:00 PM - 8:00 PM
📍 RaRe Restaurant (Shop B, G/F, 50 Connaught Road Central, Central, Hong Kong)
💰 HK$50*

(*This is an exclusive event for renewed members. Attendance is limited to members who have renewed their FY2027 membership by 8 June 2026 (Monday). Seats are limited and allocated on a first come, first served basis.)

【Society Membership Early Renewal Incentive 2026】 👉👉 Renew your Society Membership by 31 May 2026 to receive a Limited-e...
18/05/2026

【Society Membership Early Renewal Incentive 2026】

👉👉 Renew your Society Membership by 31 May 2026 to receive a Limited-edition Portable Luggage Scale*! 🔗 https://tinyurl.com/35s46x2z

As we approach the end of the 2025–2026 (FY26) membership cycle on 30 June 2026, we encourage you to renew your CFA Society Hong Kong membership to continue enjoying the exclusive benefits and resources that await you.

By renewing, you’ll ensure uninterrupted access to enriching experiences, networking opportunities, and the cutting-edge industry insights that come with being a part of our community!

(* Available on a first-come, first-served basis while stocks last. Other terms and Conditions apply. Please refer to our website for details.)

【CFA Control Room Alumni Network】 👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfajWe are pleased to share a thoug...
15/05/2026

【CFA Control Room Alumni Network】

👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfaj

We are pleased to share a thought‑provoking article “對接「十五五」規劃:從兩會精神看香港金融專業的轉型機遇” (Aligning with the “15th Five‑Year Plan”: Transformation Opportunities for Hong Kong’s Financial Professionals through the Lens of the Two Sessions) by Mr. Kevin Liem, CFA, CPA, Chairperson of the Hong Kong Securities and Investment Institute - HKSI Institute, published on the “CFA Control Room Alumni Network” column of MetroFinance.Biz (Metro Broadcast 新城廣播有限公司).

In the article, Kevin reflects on a recent joint HKSI-CFA Society Hong Kong sharing session on the 2026 National Two Sessions, offering valuable insights into how China’s evolving strategic planning, legal framework, and innovation‑driven development present new transformation opportunities for Hong Kong’s financial professionals.

We sincerely thank Kevin for sharing his perspectives and for his continued support of investor education and thought leadership, while looking forward to deepening our collaboration with HKSI in the future.

About CFA Control Room:

CFA Control Room (CFA指揮室) is our public awareness program, consisting of interviews with seasoned practitioners in the finance industry. The program has been offered in collaboration with Metro Finance (新城財經台) and Hong Kong Economic Journal (信報財經新聞 hkej.com) since 2014. CFA Control Room Alumni Network is formed by past speakers and dedicated volunteers of CFA Control Room. Together, we are committed to promoting investor education and making a difference in our community!

【CFA Control Room Alumni Network】 👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfajOur most recent article, “香港利率新...
14/05/2026

【CFA Control Room Alumni Network】

👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfaj

Our most recent article, “香港利率新周期下的機遇:用固定收益 ETF 重整投資組合” (Opportunities in Hong Kong's New Interest Rate Cycle), by Dennis Fok and Polly Yeung from Global X ETFs Hong Kong, has just been published on MetroFinance.Biz (Metro Broadcast 新城廣播有限公司)!

In this article, they highlight how investors in Hong Kong can effectively utilize fixed income ETFs to achieve both income and capital appreciation in a rapidly changing interest rate environment. We appreciate Dennis and Polly’s continued support to CFA Control Room Alumni Network!

About CFA Control Room:

CFA Control Room (CFA指揮室) is our public awareness program, consisting of interviews with seasoned practitioners in the finance industry. The program has been offered in collaboration with Metro Finance (新城財經台) and Hong Kong Economic Journal (信報財經新聞 hkej.com) since 2014. CFA Control Room Alumni Network is formed by past speakers and dedicated volunteers of CFA Control Room. Together, we are committed to promoting investor education and making a difference in our community!

Address

14th Floor, Bank Of Dongguan Tower, 136 Des Voeux Road Central
Hong Kong

Opening Hours

Monday 09:00 - 17:30
Tuesday 09:00 - 17:30
Wednesday 09:00 - 17:30
Thursday 09:00 - 17:30
Friday 09:00 - 17:30

Alerts

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