Sustainability and ESG for Insurance Professionals

Speaker :

Mr. Chu Wai Pang, Chester朱維鵬先生

President of The Hong Kong Association of Financial Advisors Ltd.

President of The Hong Kong Institute of Certified ESG Strategists

Vice President of the Society of Registered Financial Planners

Chief Executive Officer of Fruit Tree Group

FHKFA, FIPA, FFA, FHKIoD, FCMA, FHKRFP, MBA, MHKA, MHKSI, CEP

Topic content:

In this lecture, Mr Chu shall outline the global trend of ESG, as well as the risks associated according to their common characteristics. The ESG factors can provide both risks and opportunities and, in turn, contribute to the investment decision-making process.

Topics cover the following of “The Global Megatrend of ESG”

  • The Integrated ESG Risk Framework
  • Climate risks and carbon neutrality
  • The “Social” and “Governance” issues

Date: 25 January 2024 (Thursday)

Time: 11:45 – 13:15

Zoom Meeting link :https://us02web.zoom.us/j/86121112083

會議 ID:861 2111 2083

實體講座地址:香港域多利皇后街9號中商藝術大廈5樓

Language: Cantonese with English Version PowerPoint

Online Registration: Click here

NEXXASSETS 2023 – Exploring Hong Kong’s Future as a Global Web3 Leader

NEXX is pleased to announce an exciting seminar hosted by NEXXASSETS, an initiative of Web3 & Digital Assets under NEXX, focused on the strategic development of Hong Kong as a pioneering hub for web3 and digital asset innovation.

Thanks to Mann WM Yim, Chairman of NEXX for the invitation, and the Society of Registered Financial Planners (HKRFP) is thrilled to be the supporting organization of the event. Don’t miss out on gaining insights from industry experts and thought leaders.

Date & Time: 20 Sept (Wed) 2:30-5:00pm HKT
Venue: Event Space, Central Market
93 Queen’s Road Central 1/F, Central Market, Central

Registration link & Details :
https://bit.ly/3Zgyrpu

Organiser : NEXX,
www.nexxhk.com

Supporting organizations:
Cyberport, ASTRI, Hong Kong Digital Asset Society, Hong Kong Digital Finance Association, CityU EMBA and HKRFP

Discussion panels:

“Web3’s New Chapter: Evolution, Opportunities and Challenges Ahead”

“Real World Assets – How to bridge digital and physical assets through tokenization?”

“Bolstering Hong Kong’s Position in Web3: Navigating the Emerging Global Policy Landscape

Moderator :
Emil Chan, Co-chair, HK Digital Finance Association
Peter Koo, Convenor of Fintech Specialists Group of HK Computer Society

Keynote Speaker :
Nick Chan, Partner, Squire Patton Boggs
Professor Michael Wong, Director – EMBA, CityU

Panelist :
– Nick Chan, Partner, Squire Patton Boggs
– Dr. Crystal Fok, Head of STP Platform, HKSTP
– Devon Sin, Deputy Chief Executive, ZA Bank
– Sam Fok, Co-founder and Chief Operating Officer, Hong Kong Virtual Asset Exchange (HKVAX)
– Emil Chan, Co-chair, HK Digital Finance Association
– Lucas Cheung, Managing Partner HK, Gusto Collective
– Kaman Heung, Director, Matrixport
– Gilbert Ng, Director, Association of Blockchain Compliance Professionals

中國進入低碳投資時代的潛在機遇

Speaker :

Mr. Kester Kwok 郭子杰先生 –  ETF 銷售經理 – 機構及分銷業務 – 恒生投資管理有限公司

郭先生現為恒生投資管理公司之ETF 銷售經理、機構及分銷業務。

Content:

  1. 恒生投資管理旗艦ETF 介紹及投資者買入ETF考慮因素
  2. 恒生指數持續優化機制及盈富基金最新發行量分析
  3. 本地投資者利用ETF趨勢及ETF互聯互通機制介紹
  4. 內地需作低碳投資和全球可持續投資資產不斷上升原因
  5. 恒生A股通低碳精選指數及編算細則介紹
  6. 如何量度投資組合的碳足跡

Moderator & Speaker :

Mr. Michael Wong  黃敏碩先生 – 註冊財務策劃師協會會長

Content:

  • 迎接第4季的環球及港股市場趨勢和板塊分析

時間︰18:00 – 20:00 (線上形式舉行).

加入Zoom Video Meeting Link: https://us06w eb.zoom.us/j/84106679927

會議 ID: 84106679927

Language: Cantonese

Online Registration: Click here

 

The Current Situations of Hidden Champion & Unicorn in 2023

Speaker :

Mr. Chu Wai Pang, Chester朱維鵬先生

President of The Hong Kong Association of Financial Advisors Ltd.

President of Institute of Certified Finance & Responsible Officers

Vice President of Society of Registered Financial Planners

FHKFA, FIPA, FFA, FHKIoD, FCMA, FHKRFP, MBA, CEP®

Topic content:

  1. Criteria of Hidden Champion
  • Leadership Success Factors
  • Common Points & Features
  • The Mindset of Hidden Champion Leaders
  1. What is a Unicorn Company?
  • Number of Unicorn Companies
  • Typical weakness of Unicorn

      3. Hidden Champion vs Unicorn

Date: 15 August 2023 (Tuesday)

Time: 11:45 a.m. – 1:15 p.m.

加入Zoom Video Meeting Link:  https://us02web.zoom.us/j/81915728620

會議 ID: 81915728620

費用: 全免

Online Registration: Click here

 

 

可持續金融入門 (Introduction to Sustainable Finance)” 培訓課程 Intake 3

註冊財務策劃師(HKRFP)協會,提供想持續進修的資訊給會員,希望會員踴躍參加。

香港財務顧問協會(HKAFA)舉辦的 “可持續金融入門 (Introduction to Sustainable Finance)” 培訓課程,將於8月25日舉行 INTAKE 3。課程已被金管局(HKMA)和證監會(SFC)督導的「綠色和可持續金融培訓先導計劃」評定為合資格培訓及資歷課程 (www.greentalent.org.hk, 課程識別碼 GTP-403223), 合資格結業學員可自行申請80%-100%學費返還資助。課程共26小時, 分13節課, 每堂兩小時, 逢週二及週五下午6時半至8時半上課。全程廣東話授課, 不設入學門檻, 結業學員可獲課程結業証書(紙版及 NFT版)和証監會認可的CPT證書。

報名連結: https://forms.gle/Gk6Vii8cfh5NcyEY8

課程目標及標題:

課堂 預期學習成果。學員完成課堂後將能夠:
目標 1:可持續金融的潛在貢獻

1.    甚麼是可持續金融?為什麼以及如何?

2.    為氣候變化的國際協議和聯合國可持續發展目標提供資金

·  描述可持續金融的廣義概念

·  描述《巴黎氣候變化協定》的目標

·  解釋可持續金融對實現可持續發展的潛在貢獻

目標 2:核心概念和與主要參與者的相關性

3.    可持續金融的關鍵參與者:他們的考慮和決策

4.    可持續發展指標、標準和ESG評級風險管理

5.    透明度、披露、影響報告和溝通

6.    TCFD 和香港金融市場。

·  描述金融部門參與者對可持續發展的考慮

·  描述金融系統中的關鍵參與者和組織

·  解釋金融市場參與者如何報告其可持續性影響

·  描述 TCFD 建議並解釋它們在香港金融市場中的實踐

目標 3:塑造可持續金融市場的法規和行業舉措

7.    國際和國家政策和法規

8.    負責任投資原則

9.    負責任銀行和可持續保險原則

·  解釋國際倡議及國家監管如何塑造和影響可持續金融

·  解釋行業舉措如何有助於實現可持續金融體系的目標

·  描述關鍵可持續金融倡議的貢獻和影響

目標 4:可持續金融產品

10. 香港的綠色債券和貸款、社會或可持續發展相連貸款

11. 可持續金融戰略和產品概述

12. 影響力投資和基於績效的工具

·  描述債券和貸款原則的主要舉措

·  描述綠色債券原則、社會債券原則、可持續發展相連債券原則、綠色貸款原則和可持續發展相連貸款原則

·  描述香港可持續發展金融產品的發行流程

13. 考試  

老師陣容 (會按實際情况調動)

陳舜權主席Mr. Eric CHAN CFRo, M Comm, LLB, B Econ, CPA(PC)

張佩儀博士Dr. Denise CHEUNG PhD, CRP, AHKIArb, HKAFA

朱維鵬會長Mr. Chester CHU FIPA, FFA, FICMA, FHKAFA, FHKRFP, CEP®, MBA

關幗玲博士Dr. Kate KWAN DBA(Newcastle),MFIN(HKU), CPA, CGMA, FRM, CEP®

梁永忠教授Dr. Joe LEUNG MSc, PhD (Warwick), DProf(Middlesex), DProf

邵志堯博士Dr. Kenny SIU PhD, MBA, MRICS, MCIH

胡伯杰會長Mr. Dennis WU BSc, MAcc, CMA, CPA, MHKGFA, MGBACNA

 第三届詳情

本課程已被「綠色和可持續金融培訓先導計劃」評定為合資格培訓及資歷課程, 合資格結業學員可自行申請80%-100%學費返還資助, 查詢: 2258 6000, enquiry@greentalent.org.hk, 課程編號 GTP-403223

課程費用: 港幣壹萬元正 (HK$10,000), 於開課前交足

課程日期:  2023 年 8月 25, 29 日; 9月 1, 5, 8, 12, 15, 19, 22, 26, 29 日; 10月 3, 10 日 (考試)

課程長度: 共 26 小時, 分為 12 節課堂和 1 堂考試; 每週二及週五, 下午六時半至八時半

上課地點: 於中環金鐘區, 具體地點待定

主辦機構: 香港財務顧問協會, www.hkafa.org, 查詢: 2110-3390, info@hkafa.org

收款戶口: 中國銀行 012-551-0-003702-1 The Hong Kong Association of Financial Advisors Limited

*主辦機構保留取消課程或更改時間表的權利。

如有任何查詢,請致電香港財務顧問協會(HKAFA) (852) 2110 3390 與羅先生聯絡。謝謝。

 

 

Regulatory Update – Latest SFC Disciplinary Actions

Speaker :

Mr. Chan King Wong Johnny (陳景煌律師)

Principal and Founder, Chan King Wong and Co.

(陳景煌律師事務所主管律師及創辦人

陳律師擁有超過20年法律及合規經驗,擅長於證監會的監管、調查及合規事宜、公司治理、反洗錢、公司訴訟、網絡及數據安全、隱私法、企業融資、跨境併購、私募股權投資、資產管理、以及股票和衍生工具交易等。他曾於著名律師行及國際性銀行任職,並曾於擁有超過400員工的招商證券担任董事總經理及首席法律及合規官一職,達8年之久,现為陳景煌律師事務所創辦人。香港財務顧問協會委員。

Topic content:

證監會在第一季度對多間持牌法團進行了頗大的紀律處分,包括對花旗環球金融亞洲有限公司的 3.48 億元罰款、對南華期貨有限公司的 480 萬元罰款和對滙豐證券經紀(亞洲)有限公司的 630 萬元罰款。在這次網絡研討會中,陳景煌律師會分析這些紀律案件,並為持牌公司及其高管提取寶貴的提醒及教訓。

Date: 25 July 2023 (Tuesday)

Time: 11:45 – 13:15

加入 Zoom Meeting link: https://us02web.zoom.us/j/88358281044

會議 ID:883 5828 1044

Online Registration: Click here

Web 3 浪潮下的投資機遇與未來展望

Speaker :

Mr. Jerome Wong 黃子權先生 – Everest Ventures Group聯合創始人及首席商務官

  • 曾就職於匯豐銀行和瑞銀集團投資銀行部
  • 北京大學國際政治學士學位以及心理學輔修學位
  • 曾為眾多明星項目提供諮詢與投資

Miss Amanda Xiang 向子璇小姐 – Aspen Digital 商務拓展總監Moderator

  • 褔布斯數字資產、福布斯全球聯盟、福布斯購物等的創始成員
  • 管理全球房地產發展和高科技產業的股權投資
  • 畢業於美國西北大學凱洛格管理學院 MBA,獲得同校西北本科雙學士學位
  • 持有SFC 第4類和第9類牌執照

Moderator :

Mr. Michael Wong  黃敏碩先生 – 註冊財務策劃師協會會長

Topic content:

  • 香港新政策下Web 3 都有哪些投資機會?
  • 如何專業評估數字資產
  • 如何擇時佈時佈局 Web 3 新興賽道

Date: 01 August 2023 (Tuesday)

Time: 19:00 – 20:00

Venue: Aspen Digital: 29th Floor, 152 Queen’s Road Central, Hong Kong.

Language: Cantonese

Online Registration: Click here

第三屆創科商務盛典——「BUSINESS GOVirtual科技博覽及會議2023」

除了展示9大範疇尖端數碼方案,讓觀眾親身體驗未來商業社會藍圖,同場更加映「BUSINESS GOVirtual科技會議2023」及「BUSINESS GOVirtual Tech Awards 2023」,特別設置交流環節,助與會觀眾和商界及創科界專家即場面對面交流,以獲悉最新數碼資訊、商業趨勢及拓展C-level人脈,率先把握數碼經濟發展機遇。

註冊財務策劃師協會(HKRFP)今次首度成為大會支持機構, 誠邀各會員參與年度盛事。

🔥多位重量級嘉賓受邀進行主題演講

🔥一連三日於4大講台展開100+場前瞻會議

🔥探討例如人工智能、網絡安全、零售科技、行銷科技、物聯網、

✰ 聯同40間認受機構攜手推動數碼轉型

✰ 匯聚超過160位行業專家及領袖

✰ 見證行業新銳 @Tech Awards

BUSINESS GOVirtual Expo & Conference 2023

  1. 7. 12 – 14

灣仔會展 | HKCEC, Wanchai

官方網站/ Official Website: govirtualexpohk.com

登記入場通行證/ Register Now: https://bit.ly/46pL5p8

更多科技會議內容,請瀏覽:

https://lnkd.in/gUuYjun4

【Join the BIG4’s Roundtable at #BGOV2023 Tech Conference: Exploring Hong Kong’s Booming Virtual Asset Market】

Hong Kong’s virtual asset market has experienced significant growth in recent years, propelled by advancements in technology and shifting consumer preferences. As the demand for virtual assets continues to rise, businesses face both exciting opportunities and potential challenges.

Join us at the BUSINESS GOVirtual Tech Conference 2023 to explore what’s next to the virtual assets in Hong Kong and learn how to grasp opportunities in this dynamic industry!

The GOStrategic Forum at #BGOV2023 will feature an insightful roundtable session with leaders from The Big Four accounting firms: Deloitte China, EY, KPMG China, and PwC Mainland China and Hong Kong The discussion will be moderated by our distinguished Show Advisor – Mr. Peter Koo.

These experts will gather together at #BGOV2023 for a high-quality exchange of ideas, providing an in-depth exploration of the virtual assets landscape in Hong Kong that you won’t want to miss.

📅 7.12 | 12:00 – 13:15

Forum: Plenary – GOStrategic Forum

Topic: “BIG4’s Roundtable: What’s Next to the Virtual Assets?”

Moderator:

  • Mr. Peter Koo, Convenor, Fintech The Specialist Group, Hong Kong Computer Society (HKCS)

Panelists:

  • Mr. Robert Lui, Hong Kong Digital Asset Leader & Southern Region Capital Market Services Group Leader, Deloitte China
  • Mr. Alex Yung, EY Asia-Pacific Business Transformation & Innovation Leader, Asia-Pacific Tech, Media & Telecom Sector Leader
  • Mr. Robert Zhan, Director – Risk Consulting, KPMG China
  • Mr. Duncan Fitzgerald, Financial Services Risk Controls and Governance Leader and Digital Assets / Web3 Co-leader, PwC Hong Kong

🔝 Discover more showcases of related technologies at BUSINESS GOVirtual!

Please register now: bit.ly/46rWk0s

Date: July 12-14, 2023 (Wed – Fri)

Location: Hong Kong Convention and Exhibition Centre Hall 3FG

Fee: Free

BUSINESS GOVirtual Expo and Conference 2023 will take place from July 12- 14, 2023, bringing you a spectacular business event with:

✨ 130+ solution showcases

✨ 160+ industry leaders sharing insights

✨ 100+ conference forums

✨ C-Level Networking activities

✨ A brand-new immersive guided tour experience

BGOV Conference is in collaboration with 12 major industry associations, will host over a HUNDRED exciting forums covering various fields and topics, discussing the latest market trends, and sharing innovative technology insights. The Society of Registered Financial Planners (HKRFP) is thrilled to be the supporting organization of the Expo and Conference.

Get your E-Badge Now! https://bit.ly/AS002

Conference Agenda: https://lnkd.in/gmbFKUPb

#BUSINESSGOVirtual #TechConference #GreaterBayArea #HongKong #大灣區 #數碼經濟 #Web3 #Fintech #Virtualassets #BusinessCommunication #BusinessSolutions #HKRFP

雲與創新科技應用研討會 – 四大維度前瞻下半年中港美科技股投資價值

時間 : 2023年6月8日(星期四)11時15分至13時15分

地點 : 亞洲國際博覽館 (Asia World-Expo)

討論內容 :

剖析三地科技股的投資新常態

全球雲計算、元宇宙及虛擬資產期貨ETF的投資前景和資金流向

AI角度捕捉環球及本地科技股追沽時機

透視創投基金發掘Web3創科企業機遇

數字人民幣及數字港元落地, 如何賦能香港成為國際虛擬資產交易中心

雲與創新科技應用研討會暨協會成立十周年慶典

足本議程及報名連結 :

https://www.eventbrite.com/e/625814817967?fbclid=IwAR1hAurTjZybdUmcmWx8Z_e4Ey-lttdaH_goNtwSAj0u-vdCQIqR91OUJqE

主持:

黃敏碩 (Michael Wong) – 註冊財務策劃師協會 (HKRFP) 會長

嘉賓(按英文姓氏字母排列) :

– 陳家豪 (Emil Chan) – 香港數字金融協會聯席會長

– 李溢琳 (Barbara Lee) – 南方東英銷售及產品策略部ETF副總裁

– 曾啟邦 (Rex Tsang) – AlgoBot Limited 聯合創辦人及行政總裁

– 伍尚楷 (Jonathan Wu) – 永時創投創始合夥人及首席執行官

合辦單位 :

雲端與流動運算專業人士協會(ACMCP)

註冊財務策劃師協會(Society of Registered Financial Planners)