Activities

後疫情財富管理和數碼營商經驗分享講座

Speaker :
丁兆麟博士 – 名唐展覽集團總經理,創新及數字代轉型及香港理工大學客座助理教授
梁偉健先生 – Aereve 首席固行官
尹世全博士 – 香港上海匯豐銀行 前全球首席顧問、培訓師及企業教練及城市大學EMBA特約教授
秦仲宇先生 – 智慧城市聯盟副會長及 FufaLABS Venture Partner 合夥人

Compere :
黃敏碩先生 – 註冊財務策劃師協會會長
陳家豪先生 – 雲端與流動運算專業人士協會會長及城市大學EMBA 特約教授

Topic content:
疫情改變了社會對科技應用的態度。 雖然社會一開始接受電子支付、網上營銷但卻產生一系列如團隊管理、遙距辦公的保險及數據安全等問題。一些大企業對員工的疫後培訓案例也不乏可讓中小企參考的重點。加上數字貨幣、數字化資產逐步走向主流化,傳統行業將會面對更多機遇及挑戰。
由註冊財務策劃師協會主辦、雲端與流動運算專業人士協會 (ACMCP) 協辦的「後疫情財富管理和數碼營商經驗分享」,邀請來自不同領域的專家,詳細分析疫情後數碼轉型的新趨勢,並分享從小組主管甚至需要面對營商環境數碼化而改變的個別人士均能應用的實戰要訣。

Date: 4 November 2021 (Thursday)

Time: 18:30 – 21:00

Venue: H6 Multi Function Room, A, C and D, Ground Floor The Center, 99 Queen’s Road Central, Hong Kong.

Language: Cantonese

Fee: HKRFP members – free.

Supporting Organization members $100

Non-members $300

On line Registration: Click here

 

2021 CUHK Conference on Financial Technology

TOWARDS A DIGITALIZED SOCIETY – DIGITAL ASSETS & PLATFORMS

This conference is in the 5th Fintech Education Series, which aims to promote financial technology education in town. This event is part of the core agenda of the HK FinTech Week 2021, Asia’s most anticipated international financial technology event, looking to bring together more than 1.2 million viewers and 17,000+ attendees, who are executives, entrepreneurs, investors, regulators and academics from 100+ economies. We would like to take advantage of this opportunity to bring together the academia and industry participants, providing a platform to carry out fruitful and productive discussions, encourage the exchange of ideas and promote future collaboration opportunities. We also look to leverage on the 5 focus areas of the HKMA Fintech 2025 strategy to drive the fintech development of Hong Kong.

Host: Faculty of Engineering, The Chinese University of Hong Kong (CUHK)

Supporting Organization : Society of Registered Financial Planners (HKRFP)

Date: 2 November, 2021 (Tuesday)

Time: 12:30-18:30

Format: Hybrid mode (Physical and Webinar)

Detail and Registration at https://conference.cefar.cuhk.edu.hk/

Hong Kong Fintech Week – Find the most innovative solutions at the Fintech Expo

After months of waiting due to pandemic, Hong Kong FinTech Week is finally back to a full-scale physical event in Hong Kong Convention & Exhibition Centre, combined with a virtual conference taking place online globally. We are proud to be the supporting organization of the Asia flagship event, join us this 1-5 November: https://bit.ly/3lYLZmo

Bringing together over 17,000 physical and virtual attendees, Hong Kong FinTech Week 2021 will go beyond the borders of online and offline and connect FinTech practitioners across the globe.

As a supporting organization, Society of Registered Financial Planners (HKRFP) has been given 10% off HK FinTech Week tickets, please use the code HKRFP10 to register here to take advantage of discount now.

Registration Link: https://www.fintechweek.hk/tickets

@Financial Services and the Treasury Bureau (FSTB) l @Invest Hong Kong | @FintechHK

#hongkong #hk #HKFTW #HKFintechWeek #HKRFP

投資新方向 – 另類資產管理及私募投資

Speaker :

Mr. Nick Wong 王浩然先生 – Altive安投管理合夥人

王先生是安投的管理合夥人,負責領導公司的關鍵策略、投資和業務發展計劃。王先生擁有豐富另類投資管理經驗,作為麥格理資產管理公司大中華區團隊的創始成員,王先生於麥格理任職時曾負責為大中華地區的機構投資者帶來麥格理的投資專業知識,亦同時就資產配置、資本使用、資產負債配對、基金結構設置等與投資有關的事宜,為投資者提供咨詢。在麥格理的早期職業生涯中,他負責該公司在香港的批發業務,並負責與該地區的私人銀行和家族辦公室建立合作夥伴關係。

Topic content:

1) 什麼是另類投資及私募投資? 詳細解說多項私募項目包括私募股權、私募債、獨角獸股份及實物資產等等
2) 分享另類資產投資的最新趨勢和機遇。中央政府最近的政策將如何重塑中國公司的私募股權市場?
印尼將會成為新中國嗎?
3) 亞洲的私人財富及私人銀行對另類及私募投資有多大興趣嗎?Altive 安投如何幫助私人財富及私銀參與
這些項目?

Date:12 October 2021 (Tuesday)

Time: 19:00 – 20:30

Venue: Unit 4612 -13, 46/F., The Center, 99 Queen’s Road Central, Hong Kong.

Language: Cantonese

Fee: HKRFP members – free.

Supporting Organization members $100

Non-members $300

On line Registration: Click here

 

 

HKRFP – Annual General Meeting 2021

Date : 27 September 2021 (Monday)

Venue : Lingnan Club

Representative:

Mr. WONG Man Sek, Michael (President)

Mr. CHU Wai Pang, Chester (Vice President)

Mr. CHUNG Wai Hung, Gerard (Vice President)

Mr. FAN Wai Kong, Michael (Vice President)

Mr. LEUNG Po Hang, Derek (Vice President)

Mr. HO Chi Sing, Simon (Honorary Secretary)

Mr. HO Cheuk Sun, Stephen (Honorary Treasurer)

The Cyberport Venture Capital Forum (CVCF)

The Cyberport Venture Capital Forum (CVCF) will return on 2 – 3 November 2021 to decode the reinvented tech and venture ecosystem, where global venture experts and entrepreneurial leaders will offer actionable insights on the latest fundraising strategies, market dynamics and value creation to capture investor appetite and stay ahead of the pack in times of great change.

Book now to enjoy Super-Saver offer (discount code: cvcfsupp) to register for the “Exhibitor Plus” with the exclusive access to:

  • Physical/virtual on 2-3 Nov+ event platform during mid-Oct to late-Nov
  • Investor Matching (online + onsite)
  • Branded virtual booth @Innovator Showcase
  • Short project demo video streaming @Founder Stage
  • Souvenir pack & dining voucher

Register NOW! More ticket options available.

Details: https://cvcf.cyberport.hk/

Social Enterprise Summit 2021: Join Us to Reimagine a Regenerative Future

2021 is a year of challenges and opportunities. Movement restrictions has seen a digitalising world that facilitates collaboration with like-minded beyond geographical boundaries. ‘Shopping local’ and ‘buying ethical’ are becoming consumer mantras. Themed “Building Blocks of a Regenerative Future”, Social Enterprise Summit 2021 scheduled on 4-7 November will gather over 60 top international and local speakers to reimagine a possible future that is inclusive, regenerative, serving to restore in multiple dimensions. Join us in the 4-day symposium with a mix of physical sessions, online plenaries, workshops and networking events to connect and innovate. Register for your interested sessions now.

Check out SES website for details and registration. Early-bird offer for International Symposium Pass at $400 (Original: $500) is available by 15 October.

 

果樹投資法

Speaker :

Mr. Chester CHU朱維鵬先生

‧  註冊財務策劃師協會副會長、香港財務顧問協會會長 & 注冊財會金融師公會會長

.果樹集團的創辦人:業務橫跨香港、橫琴和澳門

.專業資格為香港證監會註冊證券商Type 1, 4 & 6 的持牌負責人。

.“中外要聞"China and World Highlights 副主編。

.FIPA, FFA, FHKIod, FCMA, MBA, FHKRFP, MHKA, MHKSI

Introduction :

香港從二次大戰結束的1945年至今76年,人口約60萬激增至超過700萬,成為世界上人口密度最高的城市之一。經濟發展,早期由於內地局勢不穩,大量移民遷居香港,帶來了資金、技術和人力資源,帶動了香港的經濟騰飛,成為現在的國際金融中心 (The Global Financial Centre)。香港過往的成功,羸得美譽和國際認同,其實是有賴政府和市民,同心協力不自覺地建立了多元化的核心價值。朱會長與朋友、學者、商人、專業人士,組成一個智囊團(Think Tank),多次利用Zoom開會後,將意見編纂成章與大家分享,希望大家能把握和珍惜我們獨有的優勢-核心價值,制定和實施一套正確的競爭策略。

Topic content:

香港國際金融中心的現況、證券交易所的實力; 核心價值分析: 積極不干預政策、人民幣離岸中心、尊重法治與高度自治、廉潔 與公平公正公開、低稅率、金融開放/外匯自由浮動與資金出入無管制、民主自由/言論自由/注重人權/保障私人財產。

 

Date : 30 September  2021 (Thursday)

Time: 18:30 – 20:00

Zoom Meeting  Link : https://us06web.zoom.us/j/81828263724

Meeting ID:  818 2826 3724

Language: Cantonese

On line Registration: Click here