In-person Event: Personal Investing for Finance Professionals & Entrepreneurs

About the event

Personal Investing for Finance Professionals & Entrepreneurs by Endowus x CFA Society Hong Kong x Canadian Chamber of Commerce

Calling all busy professionals and entrepreneurs - it’s time to take control of your financial future and apply the same level of scrutiny and precision to your personal financial planning, in the same way you meticulously analyse every detail for your clients and companies! 

In support of Hong Kong Money Month 2024 and Global Money Week 2024, Endowus is excited to collaborate with CFA Society Hong Kong and the Canadian Chamber of Commerce in HK for a fun evening of sharing and networking.

Join us on March 26, 2024 (Tuesday) from 6:00-8:00pm where we will gain insights from panellists of their personal experience and journeys in allocating and diversifying their personal investment portfolios. And learn more about how to holistically and scientifically invest and manage your hard-earned wealth. 

Panellists:

• Janet Hung, Executive Director, Nomura
• Wisely Ngai, CFA, Executive Director, CFA Society Hong Kong
• Michael Poon, CFA, Legal Counsel, Natixis Investment Managers
• Mark Tian, Chief Agency Growth and Strategy Officer, Life & Health, Sun Life Hong Kong

The session will be moderated by Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus.

We are delighted to have The Great Room as the event partner. 

‍The event may qualify for 1 hour of Continuous Professional Training (CPT) under the Hong Kong Securities and Futures Commission guidelines subject to your employer or internal compliance approval. An attendance letter can be requested and will be issued 7 business days after the event. A minimum participation time of 50 minutes is required to receive credit.

About the speakers

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Janet Hung, Executive Director, Nomura

Janet is on the Asia Prime Brokerage sales team at Nomura covering global hedge fund investors. She started her career at Credit Suisse and Lehman Brothers Asia with a background in ECM and Research Sales, providing deal access and ideas to Asian equity managers. Janet holds a CFA Certificate in ESG Investing, and was the 2023 Women In Finance Asia award winner for Excellence in Diversity and Inclusion.

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Wisely Ngai, CFA, Executive Director, CFA Society Hong Kong

Wisely is an Executive Director of the CFA Society Hong Kong. He works at the Hong Kong Exchanges and Clearing Limited (HKEX) as a Vice President , responsible for external fund manager evaluations. Prior to joining HKEX, Wisely was a Vice President at Conning Asia Pacific Limited, managing the Fund of Funds business and the fund research team. Before that he has worked for several international financial institutions, focused on hedge fund research, due diligence and investment.

Wisely graduated from the University of Hong Kong with a Bachelor degree in Economics and Finance. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholders. Wisely serves as a mentor of the HKU Business School (Master Programmes) and is a Think Tank Convener of the Hong Kong Federation of Youth Groups (HKFYG).

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Michael Poon, CFA, Legal Counsel, Natixis Investment Managers

Michael Poon is a practising legal professional based in Hong Kong. He previously worked in investment banking in New York before returning to Hong Kong more than a decade ago. Currently, he is a qualified solicitor in Hong Kong specialising in asset management, investment funds and regulatory licensing, and has served as regional in-house legal counsel at leading local and international asset managers since 2019. Additionally, Michael is a CFA charterholder.

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Mark Tian, Chief Agency Growth and Strategy Officer, Life & Health, Sun Life Hong Kong‍

Mark Tian was previously the Chief Financial officer, Wealth and Pensions, Sun Life International Hubs at Sun Life Financial, bringing experience from previous roles at Sun Life Financial. Mark is currently Chief Agency Growth and Strategy Officer, Life & Health at Sun Life Hong Kong, International HuBS. Mark holds an honours bachelor of science in Actuarial Science from the University of Toronto - Victoria University, and a Master of Business Administration from The University of Hong Kong.

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Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus

Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus, and is responsible for leading the firm’s business in the region.

Before joining Endowus, Steffanie was Managing Director at Value Partners and was responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners, which together serves over 1.2 billion annual active users globally.

Steffanie started her career in the investment banking divisions of Deutsche Bank and Barclays in Hong Kong and holds a BS in Finance and Accounting degree from New York University’s Stern School of Business. She is currently the Co-Chair of the WealthTech & InvestTech Committee of the Fintech Association of Hong Kong.

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Risk Warnings

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance or returns. Projected performance or returns is not guaranteed to materialise. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested.

Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

General risk warnings relating to collective investment schemes

Before making an investment decision, you are reminded to refer to the relevant prospectus/ offering document for specific risk considerations and related fees and charges.

Funds are not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested.  

Some of the funds also involve derivatives. Do not invest in them unless you fully understand and are willing to assume the risks associated with them.

Opinions

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No invitation or solicitation

Nothing contained [in this article] should be construed as a solicitation, an offer to buy or sale, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction in any jurisdiction in which such solicitation, offer to buy or sale would be unlawful under the securities laws in such jurisdiction. No information included [on this website/ in this article] is to be construed as investment advice or as a recommendation or a representation about the suitability or appropriateness of any advisory product or service; or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument; or to participate in any particular trading strategy. Investors should seek independent financial and tax advice before making any investment decision.‍

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