香港多元化的核心價值
Speaker:
Mr. Chu Wai Pang, Chester朱維鵬先生
‧ 香港財務顧問協會會長、註冊財務策劃師協會 & CMA 公司上市及併購委員會副會長
．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。
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: 15 April 2021 (Thursday)
Time: 18:30 pm – 20:00 pm
加入 Zoom Meeting link: https://zoom.us/j/93615574203
會議 ID： 936 1557 4203
Language: Cantonese
On line Registration: Click here
内地企業如何利用香港融資、壯大、發展海外和增强競爭能力
前言: 改革開放後，國家提供政策容許内地企業來香港開發公司融資，上市，開拓海外市場，是如何做到？到底香港能爲國内企業做甚麽呢？讓香港的專家為大家分享和解答！此外，内地遇到的困難我們也希望進行討論和分析香港可能的解決方案，歡迎内地工商界提出，座談會後可以針對性協助探討，讓香港成爲内地企業的證券部及顧問團。
分享嘉賓 :
| 嘉賓簡介 : | 分享內容 : |
| 1. 朱維鵬先生
– 香港財務顧問協會會長、註冊財務策劃師協會副會長 – 併購交易師，公共、財務、管理會計師 – 果樹集團執行官，香港証監會(SFC) 1,4,6號持牌人 |
國際金融中心的香港的發展優勢
– 金融業「全球化」助長了金融市場自由化的發展 – 香港擁有多元化的核心價值和優良的政治地位 – 證券市場的商機湧現 |
| 2. 張新彬先生
– 大中華傑出青年企業家、香港環境師學會深圳分會主席、香港閩西聯會副會長、深圳外商投資企業協會副會長 – 資深國際、公共、財務會計師、特許稅務師、企業醫生、英國執業會計師、內部審計師、環境師 – 名策會計師事務所和名策集團創辦人及集團董事長 |
企業來港上市前準備工作
– 賬務梳理的重要性 – 設定企業會計及內控制度及規章 – 梳理境內、外的資產 – 稅務整理和規劃
|
| 3. 梁浩銘先生
– 資深香港會計師、英格蘭及威爾斯特許會計師 – 香港証監會(SFC) 6 號持牌人及香港上市保薦人 – 浤博资本有限公司聯合創始人及董事總經理 |
企業於香港上市需具備什麼條件?
– 企業於香港上市的要求 – 香港上市/ IPO 的主要流程及實務經驗 |
| 4. 胡伯杰先生
– 現任香港上市公司沛然環境(8329HK)主席/執行官 – 曾任中信資本執行董事17年 – 香港私募股權投資協會(HKPEFA)董事 |
– 綠色資金(Green Finance)
– ESG(環境社會管治) – 資本市場趨勢
|
日期: 2021年03月19日 (星期五)
時間 : 3:30PM – 5:30PM
Zoom Meeting Link: https://us02web.zoom.us/j/86939577568?pwd=VkRickdQQTUvbktwdCs3bGdxUDJBdz09
會議ID：818 8512 3488
密碼：558577
Language: Cantonese
On line Registration: Click here
新冠疫苗露曙光 – 繼續擁抱新經濟vs重投舊經濟懷抱？
Topic content:
– 隨疫苗利好消息帶動，環球股市板塊出現輪動，舊經濟股（價值股）的抬頭會否導致新經濟股（增長股）面對較大拋壓？
– 本研討會將分析美國及全球歷來增長股和價值股的表現，並講解不同中國主題ETF的增長潛力。讓大家了解大市走勢，做好資產配置和學習如何運用ETF捕捉跑贏大市的機會。
Speaker:
Mr. Stephen Chung 鍾駿先生 – Global X ETF銷售副總裁
Date: 24 February 2021 (Wednesday)
Time: 18:30 – 20:00
Zoom Meeting Link: https://zoom.us/j/96463576504
Meeting ID : 964 6357 6504
Language: Cantonese
On line Registration: Click here
Connecting Investors and Investment Manager through Sustainable Development Goals (”SDGs”) and Climate Change Risk Disclosures
Speaker:
Mr. Dennis Wu is the Vice Chairman and Executive Director of AEC Group (Stock Code#8320) mainly focusing on Green and Healthy Buildings, Environmental Consultancy and Sustainability Advisory. Mr. Wu is also the Founder and CEO of AEC Capital Group focusing on sustainable finance, real estate and investment management.
Mr. Wu has 20 years of experience in finance industry, Mr. Wu worked in the Assurance and Business Advisory Services Department – Financial Institution Group of Arthur Andersen and PricewaterhouseCoopers in early 2000. Then, he worked for CITIC Capital Group focusing on alternative asset management including private equity, real estate, mezzanine, venture capital and marketable securities for 17 years since 2003. During his career in CITIC Capital, Mr. Wu had appointed as Executive Director for Finance Department, Principle Investment Department and Culture and Tourism Department respectively. He is a director of Hong Kong Private Equity Finance Association (“HKPEFA”) which aims to promote the private equity and venture capital industry in Hong Kong. He is also one of the admission panel members of the Incubation Program of Hong Kong Science and Technology Park (“HKSTP”).
Mr. Wu graduated from the University of Southern California in the United States with a bachelor’s degree in Business Administration, majoring in Finance, in December 1996. He obtained a master degree of Accountancy from The Chinese University of Hong Kong in November 2001. In November 2020, he completed the Sustainable Finance Course from University of Cambridge.
Date: 27 January 2021 (Wednesday)
Time: 17:00 pm – 18:00 pm
加入 Zoom Meeting link : https://us02web.zoom.us/j/86905891924?pwd=QVlrbFlhMUhDSUM2UTMvMEtmNmJNdz09
Meeting ID : 841 9589 7605
Password : 473008
Language: Cantonese
On line Registration: Click here
How “Social” of ESG Change influence Investment Decision
Speaker:
Mr. Chu Wai Pang, Chester朱維鵬先生
President of The Hong Kong Association of Financial Advisors Ltd.
Vice President of Society of Registered Financial Planners
Member of Dashun Foundation Think Tank
Chief Executive Officer of Fruit Tree Group
FHKFA, FIPA, FFA , FHKIoD, FCMA, FHKRFP, MBA, MHKA, MHKSI
Content :
ESG（Environmental, Social, Governance）代表「環境、社會、企業管治」，ESG投資概念盛行，可持續發展投資，怎能缺少Social「社會」的考慮，朱先生將演譯世界和香港面對的「社會」改變和趨勢，投資者作出投資決策時應慎重考慮，內容包括：
The Third Pillar(第三支柱)，The Elements of Value Pyramid(價值要素)，Populist(民粹主義)，Social Movement(社會運動)，Broken Windows Theory(破窗理論)，Lucifer Effect(路西法效應)，Crowd(烏合之眾)，Fixing Broken Windows Theory(補窗理論)。
Date: 2o January 2021 (Wednesday)
Time: 17:00 pm – 18:30 pm
加入 Zoom Meeting link: https://us02web.zoom.us/j/88333027986?pwd=NTR0UDBOZC9JK3oxVHpRT25XSHo3QT09
會議 ID： 838 9272 8784
密碼：817822
Language: Cantonese
On line Registration: Click here
1. 有關客戶盡職審查的監管規定和注意事項 2. 透過遙距程序與個人客戶建立業務關係
Speaker: 
副總監鮑美莉女士
高級經理范桂鴻先生
Related Association:
證券及期貨事務監察委員會 (SFC)
中介機構部
中介機構監察科
Date: 30 December 2020 (Wednesday)
Time: 17:00 pm – 18:00 pm
加入 Zoom Meeting link : https://us02web.zoom.us/j/88333027986?pwd=NTR0UDBOZC9JK3oxVHpRT25XSHo3QT09
會議 ID： 883 3302 7986
密碼：596863
Language: Cantonese
On line Registration: Click here
How to Walk Away from “Green Wash”?
Speaker:
Mr. Dennis Wu is the Vice Chairman and Executive Director of AEC Group (Stock Code#8320) mainly focusing on Green and Healthy Buildings, Environmental Consultancy and Sustainability Advisory. Mr. Wu is also the Founder and CEO of AEC Capital Group focusing on sustainable finance, real estate and investment management.
Mr. Wu has 20 years of experience in finance industry, Mr. Wu worked in the Assurance and Business Advisory Services Department – Financial Institution Group of Arthur Andersen and PricewaterhouseCoopers in early 2000. Then, he worked for CITIC Capital Group focusing on alternative asset management including private equity, real estate, mezzanine, venture capital and marketable securities for 17 years since 2003. During his career in CITIC Capital, Mr. Wu had appointed as Executive Director for Finance Department, Principle Investment Department and Culture and Tourism Department respectively. He is a director of Hong Kong Private Equity Finance Association (“HKPEFA”) which aims to promote the private equity and venture capital industry in Hong Kong. He is also one of the admission panel members of the Incubation Program of Hong Kong Science and Technology Park (“HKSTP”).
Mr. Wu graduated from the University of Southern California in the United States with a bachelor’s degree in Business Administration, majoring in Finance, in December 1996. He obtained a master degree of Accountancy from The Chinese University of Hong Kong in November 2001. In November 2020, he completed the Sustainable Finance Course from University of Cambridge.
Time: 17:00 pm – 18:00 pm
Date: 23 December 2020 (Wednesday)
加入 Zoom Meeting link : https://us02web.zoom.us/j/86905891924?pwd=QVlrbFlhMUhDSUM2UTMvMEtmNmJNdz09
Meeting ID : 869 0589 1924
Password : 621375
Language: Cantonese
On line Registration: Click here
施政報告的商機網上論壇之金融商機及前景
前言: 特首施政報告有不少針對大力支持香港金融發展，內地政策支持，包括大灣區個人理財$100萬元自由出入，家族辦公室的定位、保險理財、上市融資、會計行業等，香港人到底如何迎接這些商機，如何佈處呢？對於金融行業的就業前景、從業人員的機會又是如何呢？讓不同嘉賓爲大家分享。
分享嘉賓 :
- 朱維鵬先生——香港財務顧問協會會長、香港證券及期貨業專業總會顧問,果樹集團創辦人、業務橫跨香港、橫琴和澳門。將闡釋香港配合大灣區的金融發展路向和商機。
- 黃敏碩先生——註冊財務策劃師協會會長，著名財經分析師，寶鉅證劵董事及首席投資總監，被不同電子及文字媒體訪問，投資方向精僻。
- 梁永忠博士——英國華威大學博士，為超過50家企業提供顧問服務，幫助企業推行有效「企業管冶」策劃，制定持續增長策略和組織轉型變革。在2019及2020年度，分別協助企業客戶獲得香港董事學會的「傑出董事獎」，表楊在推行「企業管冶」上達到高水平的表現。在新施政報告中，企業應該如何對未來發展作出部署呢？讓梁博士為大家分析和建議吧！
- 張新彬先生——資深會計師、特許稅務師，名策會計師事務所和名策集團創辦人及集團董事長，香港環境師學會-深圳分會主席。在會計、稅務、私募基金、房地產和餐飲業逾30多年經驗。他會分享會計師在新政策下的商機，會計界應該如何準備？
時間 : 12:30 pm – 14:00 pm
日期: 2020年12月08日 (星期二)
Zoom Meeting Link : https://us02web.zoom.us/j/86939577568?pwd=VkRickdQQTUvbktwdCs3bGdxUDJBdz09
會議ID：869 3957 7568
密碼：456869
Language: Cantonese
On line Registration: Click here
中港美股及黃金市場分析及ETF投資策略
Topic content:
- 環球市場波動，如何部署科技板塊？
- 提供中、港、美股及黃金市場分析及投資策略
- 如何靈活運用ETF及槓桿反向產品作投資部署
Speaker:
Miss Barbara Lee 李溢琳小姐 – 南方東英資產管理ETF及指數策略部擔任ETF策略師
Time: 18:30 – 20:00
Zoom Meeting Link : https://zoom.us/j/92430621393
Meeting ID : 924 3062 1393
Language: Cantonese
On line Registration: Click here
Latest Developments in Virtual Banks
Topic content:
The arrival of the 8 Virtual Banks in Hong Kong opened up a new era in the banking industry. The seminar will cover the underlying policy framework as well as the new players’ strategies and customer segmentation. We will look at various Virtual Bank models in Hong Kong and lead towards an in-depth discussion on:
- forecasting the impacts on the traditional banking industry
- possible action plans each of the players will undertake as the market transforms and reacts to their presence
- future trends on banking in Hong Kong
Speaker:
Mr. Raymond CHAN, CFT, FHKRFP 陳頴峯先生
Managing Director of a NASDAQ-listed Leading Chinese Fintech Company
HKU SPACE Part-time Teacher
Time: 18:30 – 20:00
Date: 24 September 2020 (Thursday)
Zoom Meeting Link: https://zoom.us/j /92455642227
Meeting ID : 92455642227
Language: Cantonese
On line Registration: Click here