< <

Mr. Percy Chan
General Manager, Wealth Management Department
The Bank of East Asia (China) Limited

Mr. Percy Chan is the General Manager of Wealth Management Department of Bank of East Asia (China) Ltd. He has led the department winning a series of awards including "The Best Wealth Management Bank", "The Most Valuable Banking Investment Product" and "The Most Innovative Product" through different elections hosted by various notable media.
In the past 16 years, he has been working for U.S. and European large fund management companies, securities companies and banks, responsible for personal and institutional investment advisory as well as product development in Greater China. Mr. Chan demonstrates a great deal of expertise in investment, his insights of the market are warmly welcomed by media and audience.



Mr. Ray Chan
Vice President and Head of Business Development for SPDR® ETFs Asia ex Japan
State Street Global Advisors

With 12 years of asset management industry experience, Mr. Ray Chan possesses an extensive background in business development for the wholesale and retirement fund markets. He specializes in distribution channel development, and investor education. He held various positions with leading financial institutions including Schroder Investment Management Ltd, and Capital Group. His most recent role prior to joining State Street Global Advisors was Head of Retail Business – Greater China at BEA Union Investment. Ray obtained his bachelor's degree in business administration from University of Hawaii, USA.


Mr. Derek Cheung, CPA
Founder and Chief Investment Officer
Neutron INV Partners Ltd.

Mr. Derek Cheung, Founder and Chief Investment Officer of Neutron INV Partners Ltd, is responsible for the Neutron Greater China Equity Long/Short Fund and property investment. Mr. Cheung is a well known property analyst and fund manager in Hong Kong for his consistently correct and ahead-of-the-curve investment. Of the over 20 years of experience in the financial industry, he spent over 15 years in analysing and investing in Asia Pacific property market.

Before setting up Neutron INV Partners in 2011, he was the Head of Greater China Investment Research of DBS Vickers (HK) Ltd., Chief Investment Officer / Hedge Fund Manager of Cohen & Steers Asia Ltd., Head of Hong Kong & China Property Research at HSBC Securities, Vice President of Credit Suisse, Property Analyst and Assistant Vice President of Citigroup and Semi-Senior Accountant of PricewaterhouseCoopers.



Mr. Steve Chiu, CFPCM
Managing Director
Bosera Asset Management (International) Co., Limited

Mr. Steve Chiu has over 20 years of experience in the financial services industry and extensive knowledge of wealth management products.  He is currently Managing Director of Bosera Asset Management (International), in charge of the business development in Hong Kong and overseas markets.  Previously he was with AIA Wealth Management as Managing Director and Invesco Asset Management as Head of Retail Business, Asia ex Japan.  Between 1991 and 2006 Mr. Chiu was Associate Director of HSBC Asset Management and Senior Manager Investment Services of HSBC Retail Bank.



Mr. William Chiu, CFPCM
Marketing Director
BCT Financial Limited

Mr. William Chiu, the Marketing Director of BCT Financial Limited, is in charge of business development, client and services management, business planning and corporate communications. After serving the HSBC Group for 21 years, he had been appointed to the Bank of Communications for managing the PFS Training Strategy Department as well as Service Quality Improvement Office in mainland China.


Mr. CF Choy
Chief Executive
BOC Group Life Assurance Co. Ltd

Mr. CF Choy is the Chief Executive and Executive Director of BOC Group Life Assurance Co. Ltd. BOC Group Life is a subsidiary of Bank of China (Hong Kong) carrying on life and annuity, retirement and health protection business in or from Hong Kong. Before joining BOCG Life, Mr. Choy was formerly Head of Insurance of the Hong Kong Shanghai Banking Corporation Ltd. and the Chairman and Group CEO of HSBC Insurance (Asia-Pacific) Group of Companies and Chairman for the Group's companies. Mr. Choy is also a Member of the Election Committee for the Election of the Hong Kong Deputies to the Peoples' Congress of People's Republic of China and the Election Committee for the Chief Executive Election.
Mr. Choy was awarded "The Lifetime Achievement Award" granted by the Asia Insurance Review and The Review in 2007.



Mr. Kenrick Chung
Director, MPF Business Development
Convoy Financial Services Ltd. 

Mr. Kenrick Chung is the Director of MPF Business Development of Convoy Financial Services Ltd. He is in charge of the company's MPF strategic business development and operation business, formulate marketing strategy, sales plan and research analysis, as well as lead a team to promote MPF products. Mr. Chung has over 19 years of experience in various major roles in product marketing and distribution of insurance products specializing in pensions.  He was the Associate Director, Head of Pension Sales & Distribution of Principal Insurance Company (Asia) Ltd., AVP of Sun Life HK Ltd and Head of Agency Distribution at AIA Pensions and Trustee Co. Ltd.


Mr. Mark Greenwood
Regional Director
Chartered Insurance Institute

Mr. Mark Greenwood joined the Chartered Insurance Institute (CII) in October 2005. From the office in Bahrain, Mr. Greenwood was responsible for all the CII's operations throughout the Middle East and North Africa. In July 2011, he set up the CII's regional office in Kuala Lumpur, and now looks after both the Asia region as well as the Middle East.

Mr. Greenwood has extensive international experience, having worked at senior management level throughout the UK, Continental Europe and the Middle East in the wealth management and private banking sector.



Ms. Cynthia Hui
Executive Director (Supervision)
Mandatory Provident Fund Schemes Authority

Ms. Cynthia Hui is the Executive Director (Supervision) of the Mandatory Provident Fund Schemes Authority. Ms. Hui is a qualified actuary and a fellow of the Institute of Actuaries of Australia. She has held actuarial positions in major insurance companies in Australia for over 15 years before joining the Mandatory Provident Fund Schemes Authority in 2005.


Mr. Richard Ku, MS, CFP (China, Hong Kong, Taiwan)
Executive Director
CFP Center, Guangdong University of Finance Coinage Consulting (Guangzhou) Co.,Ltd.

Mr. Richard Ku, Executive Director of Guangdong University of Finance Coninage Consulting (Guangzhou) Co.,Ltd, holds a concurrent post of Senior Consultant of Beijing Contemporary Financial Training Co.,Ltd in the program of CPB (Certified Private Banker). Since March 2003, Mr Ku has given lecture to over 10,000 students on CFP programs, non-certified short courses and continuing education programs.

Mr. Ku was former director of a Financial Planning Consulting Company in Singapore, providing private banking services to Chinese high net worth clients for over 10 years. He has also held a position in Merrill Lynch & Co, in charge of the financial market research and the product development. Mr. Ku has acted as the judge on National Financial Planning Competition, such as the Vote of Forbes · Wells Fargo Preferred Financial Planner and FPSB (China) Financial Planning Competition.



Mr. Alex Lee, CFPCM, CFA, FRM
Chief Marketing Officer
BEA Union Investment Management Limited

Mr. Alex Lee has 14 years of experience in the asset management industry in Hong Kong.
He is currently the Chief Marketing Officer of BEA Union Investment Management Limited, responsible for the firm's marketing, product and business development in both wholesale and institutional markets. Previously he was with UBS Global Asset Management as Executive Director, where he set up the fund distribution business via external partner channels. Mr. Lee has also held various positions with other asset management companies like Allianz Global Investors, JP Morgan Asset Management, AllianceBernstein and Janus Capital.


Mr. Thomas Lee
Chief Marketing Officer
AIA Hong Kong

Mr. Thomas Lee has over 20 years of experience in the insurance industry. He has held a number of leading roles in AIA Hong Kong including Chief Actuary, Vice President, Assistant General Manager and currently the Chief Marketing Officer.

Mr. Lee is currently the Deputy Chairman of the HKFI, a member of the HKFI's Insurance Claims Complaints Bureau (ICCB) and the Chairman of the Task Forces on Medical Claims Review Practice and Professional Standard Working Group under the LIC.  Besides, he is also serving on various Task Forces including Building a Central Insurance Database, Commission Disclosure under the Prevention of Briery Ordinance, Independence of the IA, Policyholders' Protection Fund and LIC's Renminbi Life Insurance Products.  Mr. Lee is a member of Insurance Consultative Network for Insurance under Employees Retraining Board and IIQAS Steering Committee under Insurance Authority.


Ms. Julia Leung
Under Secretary for Financial Services and the Treasury
The Government of Hong Kong Special Administrative Region

Ms. Julia Leung was reappointed by the HKSAR Government as Under Secretary for Financial Services and the Treasury in June 2012 after a 4-year term. Her current portfolio includes securities market development initiatives in Hong Kong and financial market integration and cooperation with Mainland China. She is a member of the Taskforce for the establishment of the Financial Services Development Council.

Ms. Leung joined the Hong Kong Monetary Authority in 1994 and became Executive Director (External) during 2000 - 2008. Her responsibilities at the HKMA included coordinating and launching a US$3 billion Asian bond fund project in which official reserves from 11 central banks in Asia were pooled and the introduction of RMB banking in Hong Kong in 2004.



Mr. Stanley Ngan, CFA
Head of Fund Analysis & Selection APAC

Mr. Stanley Ngan joined UBS Wealth Management in May 2007 to build a fund research team for the APAC region. His scope of responsibility then expanded to also include front-to-back management of the fund product platform. Before joining UBS, Mr. Ngan was a senior investment manager at HSBC Investments responsible for the management of all of its multi-manager portfolios with an AUM of USD 2 billion. Prior to that, he was an investment manager at Hang Seng Investment Management running funds-of-funds. Mr. Ngan has had 16 years' experience in fund investment and research.



Mr. Brian Or LL. B.
Or and Lau Solicitors

Mr. Brian Or has practiced as a solicitor in Hong Kong over 18 years, much of his practice focuses on assisting client setting up family trust for the purpose of wealth protection. Mr. Or has represented various fund houses, listed companies and financial institutions providing them legal advice on merger, acquisition, debt restructuring and financial dispute. He also has knowledge on rules and regulations in respect of listed securities and futures products.


Mr. Paul Pong, CFPCM
Institute of Financial Planners of Hong Kong

Mr. Paul Pong has over 20 years of experience in the fund management industry. He is now the Managing Director of Pegasus Fund Managers limited. He is the Member of Advisory Committee of Hang Seng Indexes Co Ltd, Member of Mandatory Provident Fund Schemes Advisory Committee, Member of Investor Education Advisory Committee, Securities and Futures Commission, Executive Committee member of The Hong Kong Institute of Financial Analysts and Professional Commentators Ltd, Member of Disciplinary Panel A of the Hong Kong Institute of Certified Public Accountants.

Mr. Pong is also appointed as the Executive Director of China Financial International Investments Ltd. He is also a guest speaker for various financial institute and universities in HK and China, including Renmin University (Shenzhen) and Fudan University in Shanghai.


Mr. Paul So, CFA
Head of Beta Products
Enhanced Investment Products Limited

Mr. Paul So is the Head of Beta Products of Enhanced Investment Products Limited. He is responsible for the management of the suite of index related investment strategies. Prior to joining EIP, Mr. So was Head of Portfolio Management at Barclays Global Investors (BGI) for Asia ex-Japan region locating in Hong Kong and managed over US$6.8 billion in Asian Exchange Trade Funds (ETFs). Prior his move to Hong Kong in late 2007 he was responsible for the transition management and equity index products for BGI in Canada. Mr. So also spent 3 years at Mercer Investment Consulting based in Toronto.


Dr. Hing S. Tang, CFA
Managing Director & Head of Quantitative Strategy Business Unit
BOCI - Prudential Asset Management Limited

Dr. Hing s. Tang serves as Managing Director and runs the Quantitative Strategy Business Unit (QSBU) at BOCI-Prudential. Before joining BOCI-Prudential, Dr. Tang served as Director, Investments at Barclays Global Investors North Asia Ltd, where he was responsible for portfolios management, active strategies research and business development. Moreover, he acted as the main advisor to leading institutions, fund houses and regulators in China, Korea, Taiwan and Singapore. Dr. Tang was also a portfolio manager at State Street Global Advisors managing various active and passive portfolios. He was also involved in various active strategies research.



Mr. Gary Tom
Walton International Group Ltd.

Ms. Jessica Wai is the Deputy Head of Private Banking of China Construction Bank (Asia) Corporation Limited. In this capacity, she oversees the business development and operation of CCB Private Banking, and leads a team of professional private bankers in providing personalized wealth management services to the high-net-worth customers in Mainland China.
Ms. Wai possesses nearly 20 years of experience in the banking industry, focusing on the aspects of private and consumer banking, as well as consumer finance. Prior to joining China Construction Bank (Asia) Corporation Limited, she had served the legacy Chase Manhattan Bank, Citic Bank International and HSBC Private Bank in a management position.


Dr. Eric Tsang
President of China Law Research Association
Committee Member of Guangdong Foreign Investment Law Society

Dr. Eric Tsang is a renowned researcher in China Law. He is holding expensive positions in the political science and law field. He is the President of China Law Research Association, Research Fellow of The World and China Institute. Dr. Tsang is also the Standing Committee Member of Guangdong Foreign Investment Law Society, Founding Member of the Institute of Leadership and Management, UK.

Dr. Tsang is also Director and Adjunct Professor of Investment and Management Research Center, China University of Political Science and Law, Guest Professor of Northeast Agriculture University, as well as Part-time Lecturer of SPACE, The University of Hong Kong

Dr. Tsang's research interests are trust system and trust law, integration of law system, commercial law, comparative law and jurisprudence.


Mr. Chris Tse, CFPCM
Associate Director, Asia
FTSE Group

Mr. Chris Tse, the Associate Director, Asia for FTSE Group is responsible for driving the company's growth in Asia across the institutional and retail segments. He consults with clients across financial markets including fund managers and banks to ensure FTSE's indexing solutions are accessible and consistently meeting investor needs.

Mr. Tse has over ten years of experience in the financial industry and is a professional in fund investment and training. Mr. Tse was in managerial positions for Hong Kong Mortgage Corporation, Franklin Templeton Investments, Credit Agricole Asset Management and CLSA Asia-Pacific Markets.



Ms. Jessica Wai
Deputy Head of Private Banking
China Construction Bank (Asia) Corporation Limited

Ms. Jessica Wai is the Deputy Head of Private Banking of China Construction Bank (Asia) Corporation Limited. In this capacity, she oversees the business development and operation of CCB Private Banking, and leads a team of professional private bankers in providing personalized wealth management services to the high-net-worth customers in Mainland China.
Ms. Wai possesses nearly 20 years of experience in the banking industry, focusing on the aspects of private and consumer banking, as well as consumer finance. Prior to joining China Construction Bank (Asia) Corporation Limited, she had served the legacy Chase Manhattan Bank, Citic Bank International and HSBC Private Bank in a management position.



Mr. Eddy Wong
General Manager
Fundsupermart.com (Hong Kong)

Mr. Eddy Wong is the General Manager of Fundsupermart.com (Hong Kong). He oversees the platform business in Hong Kong as well as leads the local research team. Mr. Wong has taught CPD approved courses in economics and market analysis and investment planning courses to financial advisers in Hong Kong and Singapore.  He appears frequently on TV and radio programmes in Hong Kong where he shares his views on the latest market events and mutual fund investments. He also has regular columns in Ming Pao and AM730.



Mr. Eric Wong, CAIA, MBA
Head of Research, Hong Kong
Lipper, a Thomson Reuters Company

Mr. Eric Wong oversees Lipper research activities in Hong Kong, Singapore and Malaysia, providing quantitative analytical solutions on fund products to financial institutions. He also participates in designing and developing new rating metrics and benchmark indices to help financial institutions and investors to evaluate the performance of funds in the fund markets. Mr. Wong has spoken at seminars and forums to investment professionals in the asset management industry and has been interviewed by the media on topics such as fund products, asset flow, and the investment outlook of global financial markets.

Mr. Dicky Peter Yip, CFPCM, BBS, JP
Chief Representative
Institute of International Finance Asia Pacific
Ten Outstanding Young Persons Award of Hong Kong 1984

Mr. Dicky Peter Yip had served the HSBC Group for 47 years with working experiences in London, China and San Francisco. He had been appointed as Chief Executive of China Business, Director of Bank of Shanghai, Ping An Insurance and Ping An Bank, General Manager of HSBC, Executive Vice President of Bank of Communications. Upon his retirement from HSBC, Mr. Yip took up the role as Chief Representative of Institute of International Finance Asia Pacific.

Mr. Yip received the Bronze Bauhinia Star awarded by the Hong Kong Special Administrative Region government and the MBE by the British government. He is also a member of Shanghai Committee of the Chinese People's Political Consultative Conference (CPPCC), the Independent Director of Sun Hung Kai Properties Ltd., the Honorary Chairman of Hong Kong Chamber of Commerce China, a member of Financial Planning Standards Council of China (FPSCC) and an associated member of the Chartered Institute of Bankers, London.

Mr. Samuel Yung, CFPCM, EMBA, SBS, MH, JP
Executive District Director, AIA Company (Bermuda) Limited
Member of Chinese People's Political Consultative Conference -
National Committee
Ten Outstanding Young Persons Award of Hong Kong 1994

Mr. Samuel Yung is the Executive District Director of AIA Company (Bermuda) Limited and the Founding President of the Hong Kong Professionals and Senior Executives Association. Mr. Yung has 30 years of experience in the insurance industry and has won numerous awards. He was also the Co-Chairman of the Asia Pacific Life Insurance Council and Worldwide Chinese Life Insurance Congress, President of the Life Underwriters Association of Hong Kong and President of the General Agents and Managers Association of Hong Kong.