Time |
Sessions |
9:30am |
Welcome Speech
Mr. Ray Lee, CFP®, Chairman of Institute of Financial Planners of Hong Kong
|
9:35am |
Keynote Speech
- Mr. Joseph Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR
- Ms. Cynthia Hui, Executive Director (Members), Mandatory Provident Fund Schemes Authority
|
10:25am |
Forum I: Deep Dive in “IFPHK Hong Kong Retirees’ Actual Expenses Survey” (HKCAAVQ Ref No. 80/92/07)
Moderator:
- Mr. Ray Lee, CFP®, Chairman of Institute of Financial Planners of Hong Kong
Panelists:
- Ms. Linda Chan, Director and Founder of INNOVATION AGEING Group
- Mr. Xavier Chan, Founder and Chairman of the CWK Global Group
- Mr. Herbert Lee, Director and Founder of Imaginativework Fitness and Rehabilitation
|
11:25am |
Forum II: Tapping into Special Purpose Acquisition Company (SPAC) and Cryptocurrency Markets
Moderator:
- Mr. Paul Pong, CFP®, Former Chairman and Current Board Member of Institute of Financial Planners of Hong Kong
SPAC Panelists:
- Prof. David K Ho, Chairman and Founder of Mastermind Strategy Advisors Limited
- Mr. Jason Wong, Founder & CEO of Norwich Investment Ltd.
Crypto Panelists:
- Mr. Marco Lim, Managing Partner of MaiCapital
- Mr. Anderson Woo, CEO of QuantDART
|
12:30pm |
Lunch Break
|
2:30pm |
Forum III: ESG Dialogue (HKCAAVQ Ref No. 80/92/07)
Moderator:
- Prof. Louis Cheng, CFP®, Dr. S H Ho Professor of Banking and Finance, Director of the Research Institute for Business,
The Hang Seng University of Hong Kong
Panelists:
- Mr. Bruno Lee, Regional Head of Retail Wealth Distribution, Wealth & Asset Management, Asia,
Manulife Investment Management (Hong Kong) Limited
- Ms. Michele Leung, Executive Director, ESG Client Coverage, ESG Research, MSCI
|
3:30pm |
Forum IV: Staying Ahead with the Burgeoning Family Office Opportunities
Moderator:
- Mr. Chris Tse, CFP®, Former Chairman of Institute of Financial Planners of Hong Kong
Panelists:
- Ms. Joy Chen, Associate Partner, Family Enterprise and Family Office Advisory, EY Private, Ernst & Young Tax Services Limited
- Mr. Ray Tam, Managing Partner and Co-Founder of Raffles Family Office
- Mr. Dixon Wong, Head of Financial Services and Global Head of Family Office, Invest Hong Kong, The Government of Hong Kong SAR
|
4:30pm |
End of Conference
|