CFA Society Hong Kong

【Presidential Moment: Fireside Chat with Mr. Mahesh Harilela】

Our recent Fireside Chat with Mahesh Harilela, Family Council Convenor of Harilela Group Ltd., was a resounding success!

We dove deep into the world of multigenerational family businesses, patient capital, governance, and Hong Kong’s future as a global financial hub. The discussion highlighted how family enterprises navigate the balance between legacy and innovation, with a strong emphasis on adopting a long-term, generational approach to risk and return.

Through this exclusive session, our members gained valuable insights into sustaining vision across generations, maintaining effective governance as families evolve, and approaching emerging investment frontiers with discipline and clarity.

A heartfelt thank you to Mr. Harilela for his candid insights, and to Dr. Alvin Ho, CFA, President of CFA Society Hong Kong, for moderating such a thought-provoking conversation!

👉👉 Don’t miss out on the exclusive benefits and events we have planned. Renew your CFA Society Hong Kong membership today or join us now if you haven’t yet to stay connected, informed, and ahead in your professional journey. 🔗 https://tinyurl.com/3y6une53

【CFA Control Room Alumni Network】

👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfaj

Our most recent article, “從「管家」到「規劃師」：家族辦公室的沿革、政策生態與發展機遇” (From ‘Steward’ to ‘Strategic Planner’: The Evolution, Policy Ecosystem, and Development Opportunities of Family Offices), by Arthur Lam, CFA, Member of the Investor Education Sub-Committee of CFA Society Hong Kong, has just been published on MetroFinance.Biz (Metro Broadcast 新城廣播有限公司)!

In this article, Arthur explores key themes shaping the family office landscape, including the rise of family offices, the role of government policies, as well as the challenges and opportunities ahead. Arthur offers valuable insights into the development, competitiveness, and future potential of Hong Kong’s family office ecosystem.

About CFA Control Room:

CFA Control Room (CFA指揮室) is our public awareness program, consisting of interviews with seasoned practitioners in the finance industry. The program has been offered in collaboration with Metro Finance (新城財經台) and Hong Kong Economic Journal (信報) since 2014. CFA Control Room Alumni Network is formed by past speakers and dedicated volunteers of CFA Control Room. Together, we are committed to promoting investor education and making a difference in our community!

【2026 Sustainable Investing Symposium】

CFA Society Hong Kong was proud to host the third edition of our flagship 2026 Sustainable Investing Symposium, bringing together around 100 industry leaders and practitioners.

Under the theme “Navigating the New Frontier: Policy, Practice, Portfolio: Three Lenses on Sustainable Finance, Geopolitics, and AI,” the symposium explored how sustainable investing is evolving at a critical inflection point. From the convergence of policy and portfolio construction to navigating geopolitical divergence and harnessing the power of AI, the discussions highlighted the forces reshaping the investment landscape.

🌐 Panel 1: Policy, Practice, Portfolio: Three Lenses on Sustainable Finance
Representatives from regulatory, industry, and practitioner communities explored emerging trends, policy developments, and practical market approaches. 🎤 Alice Wong, CFA | Tracy Wong Harris | Ronald Young, CFA | Sophie Zheng

⚖️ Panel 2: The Global Sustainability Nexus: Navigating Divergence across the EU, US, and China
Speakers delved into the strategic divergence between the world’s three largest economic engines—the EU, the US, and China—and how investors can navigate conflicting frameworks to drive alpha while managing complex compliance standards. 🎤 Tim Chan, CFA | Frank Tsui, CESGA | Maxwell Lulavy | Michelle Xian, CFA

🤖 Panel 3: The AI Venture Landscape: Scaling Sustainability from Lab to Market
A strategic deep dive into the practical application of AI, examining how AI-driven solutions are tackling critical sustainability challenges across environmental and social domains—from early-stage startups to established growth platforms. 🎤 Fred Li, CPA, CESGA | Dr. Joanne Huang | David Liu | Erika Rodriguez | Dr. Kyle Wong

A special thank you to Dr. Alvin Ho, CFA, President of the Society, for kicking things off with his opening remarks; Richard Mak, CFA, Immediate Past President and Executive Director, for the closing speech; and Wenyi Ma, CFA, for seamlessly hosting the event. We would also like to express our gratitude to HKU iCube for their generous venue sponsorship and invaluable support in making this event a resounding success!

👉👉 Don’t miss out on the exclusive benefits and events we have planned. Renew your CFA Society Hong Kong membership today or join us now if you haven’t yet to stay connected, informed, and ahead in your professional journey. 🔗 https://tinyurl.com/3y6une53

【Navigating Private Credit: Restructuring Dynamics and Market Evolution】

👉👉 Register via our website 🔗 https://tinyurl.com/mv5v423s

Join us for an insightful qualified luncheon designed for professionals with a strong foundation in private credit, alternative investments, and corporate finance.

Hear from four industry veterans who will explore the evolving global private debt landscape across direct lending, mezzanine, and distressed strategies; the implications of a “higher-for-longer” interest rate environment on credit performance and portfolio yields; and practical approaches to restructuring and recovery, illustrated through real-world case studies.

👤 Derek Fin, Head of APAC Private Credit Business Strategy & Development, Invesco
👤 Ivan Ho, CFA, CEO, RealVantage Hong Kong
👤 Patrick Lui, CFA, Chief Investment Officer, GRT Capital Management
👤 Alex Lau, CFA, Investment Director, Gate3 Capital (moderator)

📅 17 July 2026 (Friday)
⏰ 12:30 PM – 1:30 PM
📍 CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
💰 HK$100 (CFA Society Hong Kong members) / HK$300 (Non-members)
📝 1 CPT Hour

【Ready for Battle – Mock Exam (Level I, May 2026)】

Our recent "Ready for Battle – Mock Exam" for the CFA Level I May 2026 cohort hosted over 70 CFA exam candidates and study group members.

In this workshop, CFA Society Hong Kong launched the very first customized mock exam in collaboration with UWorld Finance. Our volunteers of the Candidate Services Committee, all experienced CFA charterholders, hand-picked the questions based on their experience to pinpoint exam candidates’ common errors in accordance with the exam weighting.

This tailor-made mock exam workshop provided exam candidates a realistic simulation of the actual CFA exam in every aspect. We were also grateful for the experienced CFA charterholders and volunteers of the Society who guided the candidates through the mock exam and offering their practical tips on tackling the exam: David Ching, CFA | Zap Cheng, CFA | Strauss Chu, CFA | Dr. KP Wat, CFA | Kelvin Wong, CFA | Priyanka Bordia, CFA

👉👉 Enjoy UWorld’s complimentary exam resources and exclusive partnership discount on exam review materials. Please visit Society website for more information.

The Society’s services and support to exam candidates 🔗 https://tinyurl.com/2p9k459n

【Event Calendar – July 2026】

👉👉 Event details and registration 🔗 https://cfasocietyhongkong.org/

Mark your calendar for CFA Society Hong Kong's exciting happenings this month:

📅 8 Jul 2026 (Wed) 📌 Connect Over Markets: An Evening with CFA Society Hong Kong & The Hong Kong Institute of Directors (Join waiting list)

📅 11 Jul 2026 (Sat) 📌 Final Battle Prep – Level III Essay Seminar and Mock Exam (Aug 2026) (Join waiting list)

📅 17 Jul 2026 (Fri) 📌 Navigating Private Credit: Restructuring Dynamics and Market Evolution

📅 18 Jul 2026 (Sat) 📌 [Level I Session] Ready for Battle – Mock Exam (Aug 2026)

📅 23 Jul 2026 (Thu) 📌 Study Group Kick-off Gathering - For Nov 2026 (Levels I / II) Candidates

📅 24 Jul 2026 (Fri) 📌 Agentic AI for Finance Professionals

📅 28 Jul 2026 (Fri) 📌 Future-Proof Your Career

【Future-Proof Your Career – Are you invisible in the job market?】

👉👉 Register via our website 🔗 https://tinyurl.com/3e4c6k3p

The modern finance job market is shifting at an unprecedented pace, requiring candidates to adopt an entirely updated playbook to stand out to recruiters. To navigate this evolving landscape, Charles Caldwell, Chief Coaching Officer of CCE International Admin Group and a veteran executive coach with over 35 years of HR advisory experience, will host a high-impact session. He will dissect the current realities of the Hong Kong finance market and provide a strategic roadmap designed to accelerate your career.

During the session, Charles will demystify how Artificial Intelligence is reshaping the application ecosystem and altering HR screening processes. He will reveal how to inject an authentic human voice and strategic personalization into your CVs to bypass AI-generated monotony and capture recruiter attention. Additionally, the discussion will explore the lucrative gig economy, offering concrete advice on how professionals navigating career transitions can supplement their income by providing high-value consulting services.

📅 28 July 2026 (Tuesday)
⏰ 6:30 PM - 8:00 PM
📍 CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
💰 HK$50 (CFA Society Hong Kong Members) / HK$100 (Non-members)