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Steering Committee
Ms Diana Cesar
Group General Manager and Chief Executive, Hong Kong
The Hongkong and Shanghai Banking Corporation Limited
Diana Cesar, Group General Manager of HSBC Group, is Chief Executive for Hong Kong and a member of the Executive Committee for The Hongkong and Shanghai Banking Corporation Limited.

During her career with HSBC, Ms Cesar has held leadership roles in Marketing, Cards and Loans, Mortgages, Distribution Strategy and Consumer Propositions in Hong Kong and across Asia-Pacific. Before being appointed Chief Executive for Hong Kong in September 2015, Ms Cesar had been Head of Retail Banking and Wealth Management for Hong Kong since 2011.

Ms Cesar first joined HSBC in 1999 and was appointed Head of Distribution and Product Development in 2003 with responsibility for establishing retail distribution infrastructure throughout Asia-Pacific. She was named Head of General Banking in 2007, managing all general retail banking portfolios including deposits, mortgages, credit cards and consumer assets in Hong Kong.

Before joining HSBC, Ms Cesar held various senior positions in Marketing and Customer Relations with a number of large multinational organisations.
Mr Michael Bugel
Managing Director
Alternative Investment Management Association, Hong Kong
Michael joined AIMA in 2016 as Managing Director and Co-Head of APAC and brings a wealth of experience in Asian financial markets and has been located in Hong Kong for close to 18 years. He has held senior positions on the sell side both in New York and Hong Kong. He has held leadership positions at BNP Paribas, Bear Sterns, Deutsche Bank, JP Morgan and most recently at HSBC where he managed the banks senior relationships with the Asset management sector with in the Financial Institutional Group.

Michael is responsible for the management of all our activities across Asia including our National groups, membership staff, events communications and finances.
Mr Gary Cheung
Hong Kong Securities Association;
Chief Executive Officer
CSL Securities Limited
Mr. Gary Cheung has over 38 years of experience in the financial services industry. He is presently the Chief Executive Officer of CSL Securities Limited, (a wholly owned subsidiary of the Convoy Global Holdings Limited). Mr. Cheung previously worked at Sun Hung Kai & Co., Ltd for over 22 years, Executive Director in the final 5 years; Chief Executive, Hong Kong Securities Institute for 7 years; Managing Director, South China Financial Holdings Limited; Chief Executive Officer, Tung Shing Brokers Group, (a wholly owned subsidiary of the Bank of East Asia) etc.

Selected Public services:

1988 to 1991 The Hong Kong Bullion Dealers Association--President
1999 to 2000 The Rotary Club of Hong Kong South--President
2004 to 2006 Rotary International Hong Kong District 3450-- Deputy District Governor
2012 Election Committee Subsectors Elections of the CE of the HK SAR, representing the Financial Services Functional Constituency
2017 Election Committee Subsectors Elections of the CE of the HK SAR representing the Financial Services Functional Constituency
2017 to present Banking and Finance training board, Hong Kong Vocational Training Council—Committee member
2017 & 2018 Asian Financial Forum Steering Committee, Trade Development Council—Committee member
2017 to present Academic Accreditation Advisory Committee of the Securities and Futures Commission—Committee member
2018 Financial Dispute Resolution Centre--Director
2018 Financial Services & the Treasury Bureau—Panel member of the Anti-Money Laundering and Counter-Terrorist Financial Review Tribunal

His professional qualifications include Responsible Officer accredited by the Securities and Futures Commission; Hong Kong Mediation Accreditation Association—General Mediator; Senior Fellow, Hong Kong Securities & Investment Institute.

He holds degrees from York University, Canada.
Mr Jack Cheung
Chief Executive Officer
Treasury Markets Association
Mr Jack Cheung was appointed Chief Executive Officer of the Treasury Markets Association in September 2011. He leads the TMA in promoting treasury markets and product development, strengthening the professionalism and ethical standards of market practitioners, and promoting Hong Kong as the preferred hub for treasury business in the region. He is also a member of the Financial Infrastructure Sub-Committee of the Exchange Fund Advisory Committee in HK.

Prior to joining the TMA, he served as Deputy General Manager and Head of Treasury in Hang Seng Bank Limited from August 2004 to September 2009. He was responsible for overseeing Hang Seng Global Markets in Hong Kong, Singapore and China, which was credited for its robust and prudent risk management.

Previously he served as Director, Head of Balance Sheet Management in Asia Pacific and pioneered it as an integral profit centre in HSBC Global Markets. He was appointed Head of Hong Kong Dollar during the Asian Financial crisis. He started his career as a dealer trainee at HSBC in 1982.

Mr Cheung holds a Bachelor’s degree in Science from University of Hong Kong and a Master’s degree in Applied Finance from Macquarie University, Australia. He was awarded the title of Financial Risk Manager (FRM) by the authority of the Global Association of Risk Professionals (GARP) in November 2001.
Mr K O Chia
Grace Financial Ltd
Mr. Chia is Director of Grace Financial Ltd., a Hong Kong based family office, serving as a member of the executive team. He brings 30+ years of diverse international experience as venture capitalist, entrepreneur and corporate executive across Asia, Europe and U.S. Currently he serves as President of the HK Venture Capital & Private Equity Association (HKVCPEA) and Member of Advisory Committee, School of Continuing & Professional Studies at Chinese University of Hong Kong. Previously he had served as Chairman of Advisory Board, College of International Education at Hong Kong Baptist University as well as HKSAR government’s Community Investment & Inclusion Fund (CIIF) to promote social capital for community revival from 2007-2013.

He holds an MBA from Strathclyde University, Scotland, DipMS from Edinburgh Napier University, Scotland and BEng (Hons) Electronics Engineering from Sheffield University, England. He is also a Fellow of Hong Kong Institute of Directors.
Ms Christina Choi
Executive Director, Investment Product Division
Securities and Futures Commission
Ms Choi chairs the Products Advisory Committee and the Committee on Real Estate Investment Trusts. She also sits on the Advisory Committee, the SFC (HKEC Listing) Committee and the Executive Committee. She is also a member of Hong Kong Trade Development Council’s Financial Services Advisory Committee and Asian Financial Forum Steering Committee.
Ms Ding Chen
Chinese Asset Management Association of Hong Kong;
Chief Executive Officer
CSOP Asset Management Limited
Ms. DING is currently Chief Executive Officer of CSOP Asset Management Limited. She joined the Company in June 2010 as the Chief Executive Officer overseeing its overall business. She led the Company to achieve great results including being the biggest RQFII manager in Hong Kong. Ms. Ding was also Assistant Chief Executive Officer & Managing Director of China Southern Asset Management Co. Ltd. (“CSAM”) from 2003 to July 2013 where she established and managed the whole QDII business for the CSAM since July 2003. She was accountable for international strategic planning, fund product development and relationship management with various distribution channels and industry regulators of China Southern Asset Management Co. Ltd. The first QDII public fund in China was issued under her leadership at that time. Ms. Ding is awarded as the CEO of 2013 in Asia in Best of Best Award held by Asia Asset Management.

She also bears the titles of:-
• Chairperson of Chinese Asset Management Association of Hong Kong
• Deputy Chairperson of Chinese Securities Association of Hong Kong
• Member to the Securities and Futures Appeals Tribunal, Government of the Hong Kong Special Administrative Region
• Member of the Financial Reporting Review Panel of the Financial Reporting Council, Government of the Hong Kong Special Administrative Region
• Member of the Products Advisory Committee of the Securities and Futures Commission
• Member of the Treasury Markets Association Executive Board
• Member of the Financial Infrastructure Sub-Committee of the Exchange Fund Advisory Committee, Hong Kong Monetary Authority
• Member to the Process Review Panel for the Securities and Futures Commission, Government of the Hong Kong Special Administrative Region
• Member of the International Business Committee of the Asset Management Association of China
• Panel A Member of the Disciplinary Sub-committee of the Treasury Markets Association
• Member of the New Business Committee of the Hong Kong Financial Services Development Council
• Member of the Advisory Committee of the Securities and Futures Commission
• Director of the Hong Kong Chinese Enterprises Association
• Member of the Market Development Committee of the Treasury Markets Association
• Deputy Chairperson of Chinese Financial Association of Hong Kong
Mr James Fok
Head of Group Strategy
Hong Kong Exchanges and Clearing Limited
James Fok is Head of Group Strategy & Project Management for Hong Kong Exchanges & Clearing Limited. In this role, Mr. Fok supports the Chief Executive in formulating and executing key strategic plans for the Group, and oversees execution of major projects and business initiatives. Among the initiatives with which Mr. Fok has been closely involved were the acquisition of the London Metal Exchange in 2012 and the Shanghai-Hong Kong Stock Connect scheme, which commenced operations in 2014.

Prior to joining HKEx in 2012, Mr. Fok was an investment banker specialising in the financial services sector, based in London from 2000-08 and in Hong Kong since 2008. Mr. Fok is a Hong Kong native and holds a degree in Law and Chinese in School of Oriental & African Studies, University of London.
Mr David Fu
The Hong Kong Institute of Chartered Secretaries
Mr David Fu joined the Swire group as a Group Management Trainee in 1988 and has worked with the group in Hong Kong and Beijing. He is responsible for the full spectrum of the group’s company secretarial functions, and has been Company Secretary of Swire Pacific Limited (Stock code: 19), Cathay Pacific Airways Limited (Stock code: 293) and Hong Kong Aircraft Engineering Company Limited (Stock code: 44) since January 2006 and of Swire Properties Limited (Stock code: 1972) since February 2010.

Mr Fu is currently the President of The Hong Kong Institute of Chartered Secretaries (HKICS). He is also a member of the Human Resources Committee, as well as the Convenor of the HKICS Prize Judging Panel. David was admitted as a Fellow of HKICS and ICSA in 2012. He was elected as a Council member of HKICS in 2014 and had served on its Education Committee as a member from 2014 to 2015 and as the Chairman from 2016 to 2017. He has been the Honorary Secretary of The Oxford and Cambridge Society of Hong Kong since 1999.

Mr Fu has been a member of the Takeovers and Mergers Panel and the Takeovers Appeal Committee of the Securities and Futures Commission since April 2015. He has been a member of the Standing Committee on Company Law Reform since February 2017.

Mr Fu graduated from the University of Oxford in 1988 with a Bachelor of Arts degree in Engineering, Economics and Management and obtained a Master of Arts degree from the University of Oxford in 1991. He also holds a Postgraduate Diploma in Corporate Administration from the City University of Hong Kong.
Ms Ko Yung Lai
International Association of CFOs and Corporate Treasurers (China);
Deputy General Manager of Finance Department
YueXiu Enterprises (Holdings) Limited
Gogo is responsible for overseeing the YUEXIU Group’s financial management functions. The Group is one of the largest state-owned enterprises, in terms of assets, in Guangzhou, representing the controlling company of four listed entities in Hong Kong including a local bank and a REIT. Prior to that she was the CFO of the YUEXIU REIT Asset Management, the licensed asset manager of YUEXIU Real Estate Investment Trust.

In her 19 years with the YUEXIU Group, she had dealt with different businesses including corporate finance, IPOs, securities, very substantial acquisitions, real estate investment trust and corporate restructuring, corporate treasury functions, acquisition of a bank. Prior to working with the YUEXIU Group, Ms Ko worked for Arthur Andersen & Co in Hong Kong and Sydney.

Ms Ko graduated from the Hong Kong Polytechnic University and is a qualified fellow member of the Chartered Institute of Management Accountants (CIMA), the Hong Kong Institute of Certified Public Accountants (HKICPA), Chartered Global Management Accountants (CGMA), Hong Kong Securities Institute.

She is the Chairlady of the CIMA Hong Kong Branch. She is a board member of the CIMA North Asia Regional Board. She is the President of the IACCT (China) and the Founding Member, Board Member and Deputy Secretary General of the Hong Kong Business Accountants Association. She is a Committee Member of the Asian Financial Forum Steering Committee, Hong Kong Chinese Enterprises Association Finance and Accounting Steering Committee, HKICPA Mainland China Business Interest Group, as well as a Volunteer Financial Advisor of the Hong Kong Volunteers Federation Company Limited.
Ms Priscilla Law
Head of Financial Services
Invest Hong Kong
Ms Priscilla Law was appointed as the Head of Financial Services at Invest Hong Kong (InvestHK) in January 2001. InvestHK is the government department responsible for investment promotion, i.e. helping overseas and Mainland companies to establish or expand their business presence in Hong Kong.

Before joining InvestHK, Ms Law has worked in the investment banking / mergers & acquisition industry for more than 15 years. She was the Business Development / M&A Director for one of General Electric’s divisions in Hong Kong in 2000. Before General Electric, she has worked for a number of US investment banks and PwC in Hong Kong.

Ms Law was invited by the Trade Development Council (TDC) to be a member of the Asian Financial Forum (AFF) Steering Committee since 2009 and the TDC Financial Services Committee since 2002.

Ms Law was born and raised in Hong Kong. She has obtained a B.Sc. and MBA degree from the University of Southern California in the US and a LLB degree from the University of London.
Mr Peter Lee
Hong Kong Foreign Financial Institutions Association;
Deloitte & Touche Corporate Finance
Peter Lee is Chairman of HKFFIA and has been a Board Director since 2012.

Peter Lee is a Partner of Deloitte China and is the Leader of Deloitte's Family Office business for providing consulting services to family business and family offices.

Peter has over 27 years experience in banking and finance industry including private equity, venture capital, project finance, corporate finance, asset management and family offices. He has worked for Rabobank, Daiwa Securities Group, Veco Group, Lombard Investments and Bangesellschaft Berlin AG in Asia and Europe.

Peter is a Past President, Senior Advisor and fellow member of CPA Australia and an Adjunct Professor at City University of Hong Kong.
Mr Vincent Lee, JP
Executive Director (External)
Hong Kong Monetary Authority
Vincent Lee has been appointed to the present position since September 2014 with responsibilities for promoting Hong Kong's international financial centre development, RMB business, and policies at international forums to advance financial stability. He is also Deputy Director of the Infrastructure Financing Facilitation Office, which he helped set up. Mr Lee joined the HKMA in 1994 after graduation from London School of Economics. Previously, he worked on areas including prudential and conduct regulation of banks, deposit protection, consumer education, the setting up of Hong Kong Mortgage Corporation, and served as Administrative Assistant to Chief Executive, HKMA (2001-2004) and Chief Representative, New York and London Offices (2005-2007). Prior to this appointment, Mr Lee was Director-General (Enforcement) (2013-2014).
Ms Carrie Leung, MH
Chief Executive Officer
The Hong Kong Institute of Bankers
As the Chief Executive Officer of The Hong Kong Institute of Bankers (HKIB), Ms Leung is responsible for driving the ongoing development of competency levels and professional standards amongst the local banking practitioners.

Ms Leung has over 20 years’ experience in sales, service quality and training. She has held key positions in the banking and finance industry in Hong Kong and Mainland China. Prior to joining HKIB, Ms Leung was Head, Service Quality and Training at Standard Chartered Bank (Hong Kong) Ltd where she acquired extensive experience in building and managing “total quality excellence”. Under her leadership, the bank obtained several highly-regarded industry awards for the quality in their training and customer service.

Ms Leung also actively participates in the development of Hong Kong Banking Qualifications Framework (QF) which sets the professional standards for industry competency amongst the local banking practitioners.

In addition, Ms Leung is extensively involved in the education and human capital development of the banking and financial industry in Hong Kong and is the member of numerous committees organized by different government departments and public organizations. Of the particular notes, she was appointed as the Council Member of the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) and she currently serves as a member in the Steering Committee of the Qualifications Framework Fund, Banking Industry Training Advisory Committee (ITAC) and its relevant Education & Training Sub-committee (ETSC) of the Education Bureau.

Ms Leung also contributes to the banking industry at an international level. She is now a member of Finance Accreditation Agency Technical Committee, Finance Accreditation Agency (FAA), Malaysia, and as a consultant to The Association of Macau Financial Employees, Macau. She has been appointed as the Vice Chairperson in the Global Banking Education Standards Board (GBEStB) and is instrumental in helping to shape the global banking industry standards.

She is also an active participant in cultivating young talents for the industry. Currently, she is the School Advisory Committee Member of School of Business from Hang Seng Management College (HSMC) and a member to the Advisory Committee of the Division of Business and Management (DBM) of the United International College (UIC) in the Mainland China.

Ms Leung was one of the recipients of the Most Extraordinary Women in Finance Award 2009 from Benchmark Magazine.
Mr Brian Li, JP
Executive Director & Deputy Chief Executive
The Bank of East Asia, Limited
Mr. Brian Li, aged 43, joined The Bank of East Asia, Limited (“the Bank”) (a listed company on The Stock Exchange of Hong Kong) in 2002. He was General Manager & Head of Wealth Management Division of the Bank from July 2004 to March 2009. In April 2009, he was appointed Deputy Chief Executive, primarily responsible for the Bank’s China and international businesses. Mr. Li was further appointed Executive Director of the Bank in August 2014. He serves as a Director of several members of the Bank Group, and sits on various board committees of the Bank and its Group members.

Mr. Li is currently an Independent Non-executive Director of Towngas China Company Limited, an Independent Non-executive Director of Hopewell Highway Infrastructure Limited, and an Independent Non-executive Director of China Overseas Land and Investment Limited. The three companies are listed on The Stock Exchange of Hong Kong.

Mr. Li holds a number of public and honorary positions, including being a Member of the National Committee of the Chinese People’s Political Consultative Conference; a Member of the Chief Executive's Council of Advisers on Innovation & Strategic Development of the Government of the Hong Kong Special Administrative Region; a Council Member of the Hong Kong Trade Development Council; Chairman of the Traffic Accident Victims Assistance Advisory Committee; a Member of the Aviation Development and Three-runway System Advisory Committee, and a Member of the Market Development Committee, Financial Services Development Council.

In addition to being a Member of the Asian Financial Forum 2019 Steering Committee, Mr. Li is a Council Member of The Hong Kong Management Association; a Member of the Hong Kong-Europe Business Council; a Committee Member of the Hong Kong Chapter, the Institute of Chartered Accountants in England and Wales (the “ICAEW”). He is also a Vice Chairman of the Asian Financial Cooperation Association, and a Member of the Financial Consulting Committee for Authority of Qianhai Shenzhen-Hong Kong Modern Service Industry Cooperation Zone of Shenzhen.

Mr. Li is a Fellow of the Hong Kong Institute of Certified Public Accountants and a Full Member of the Treasury Markets Association. Mr. Li is also a Fellow of the ICAEW. He holds an MBA degree from Stanford University as well as MA and BA degrees from the University of Cambridge.
Mr Stephen Liang
Assistant Executive Director
Hong Kong Trade Development Council
Mr Stephen Liang is Assistant Executive Director of the Hong Kong Trade Development Council (HKTDC), the statutory organisation responsible for promoting and developing the city’s external trade. He oversees the Council’s Chinese mainland and international activities that promote Hong Kong products and services.

Mr Liang joined the HKTDC in 1996 as Manager, Service Promotion. In 2000, he was posted to the Council’s Singapore office to oversee the Southeast Asian market. Mr Liang was promoted to Head of Mainland Promotions in 2005, managing the HKTDC’s promotional activities on the Chinese mainland. Before taking up his current post, he served as Director, Product Promotion.

Born and raised in Hong Kong, Mr Liang graduated from York University in Canada with a Bachelor of Sociology degree. He then furthered his studies on Business Administration at the University of California, Los Angeles in the US.

Mr Liang began his career with the Hong Kong Tourism Board (HKTB) and Hong Kong Industrial Technology Centre (now called the Hong Kong Science and Technology Parks Corporation). While at the HKTB, he served as its representative on the US West Coast for more than four years.
Mr Phil Lipton
Asia Pacific Loan Market Association;
Managing Director Head of Loan Syndications, Asia Pacific
The Hongkong and Shanghai Banking Corporation Limited
Phil Lipton is Chairman of the APLMA , having been Vice Chairman from 2012 to 2015 and previously serving as Secretary from 2006 to 2012. He has been a Board Director since 2004. He also serves on the Market Practice Committee and the Awards Committee.

Phil Lipton is the Managing Director, Head of Loan Syndications, Asia Pacific at HSBC. He joined HSBC in early 2004 and is responsible for the underwriting and distribution of all syndicated loans arranged by the bank in the Asia-Pacific region.

Phil has over 28 years experience in the banking industry, commencing his career at Barclays Bank in 1988, where he worked in both London and New York gaining experience in syndicated lending, securitisation and derivatives. He then joined Standard Chartered Bank in London in 1994 before moving to Hong Kong in 1997 to head up their asset sales distribution team for the Asia Pacific region. In 2001, Phil moved to BCI / Banca Intesa as Head of Loan Syndications, Asia Pacific before joining HSBC in 2004.

Phil has a LLB degree in Law from the University of Strathclyde in Glasgow and a BSc (Hons) in Banking & International Finance from the City University Business School in London. He is also the HSBC Board Director of the Asia Pacific Loan Market Association (APLMA).
Mrs Rita Liu
Head, Greater China & North Asia Regional Office
Standard Chartered Bank (Hong Kong) Limited
Rita is the Head of Greater China and North Asia Regional Office in Standard Chartered Bank and sits on its Regional Management Team. She joined Standard Chartered in 1996 and has held a number of senior management positions, including Financial Controller in Hong Kong, Project Director of Merger and Acquisition in China, Head of Corporate Affairs in Hong Kong and she was the Head of CEO Office in Hong Kong prior to her current role.

Rita is a Chartered Accountant. She worked in KPMG Canada and Price Waterhouse Hong Kong prior to joining Standard Chartered.

Rita holds a bachelor degree in Business Administration from University of Toronto. She is a certified member of the Canadian Institute of Chartered Accountants and Chinese Institute of Certified Public Accountant.
Ms Amy Lo
Private Wealth Management Association;
Head of UBS Wealth Management, Greater China Country Head, Hong Kong
Amy Lo is the Head of UBS Wealth Management Greater China and Chief Executive of UBS, Hong Kong. She is also a Group Managing Director.

Based in Hong Kong, Amy is responsible for UBS's wealth management business in Greater China.

In her capacity as Chief Executive of UBS, Hong Kong, Amy oversees all aspects of the firm's strategic development and regulatory interface in Hong Kong.

Since joining the firm in 1995, she has held a number of senior management positions including Deputy CEO of Wealth Management Hong Kong; Regional Market Manager of Hong Kong; and Chief of Staff of Hong Kong. Most recently, she was the regional Head of Ultra-High Net Worth and Head of Global Family Office for Asia Pacific.

Amy chairs the Private Wealth Management Association (PWMA); is a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau; and a member of the MBA Advisory Board at the University of Hong Kong.

Amy is a Board Member of the UBS Optimus Foundation and represents Asia on the global Diversity & Inclusion.
Mr John Maguire
Hong Kong Securities and Investment Institute;
Nixon Peabody CWL
John leads REORIENT’s corporate finance business assisting clients with strategic business acquisitions and disposals, takeovers, restructurings and capital raisings.

Prior to joining REORIENT in September 2011, John was the Managing Director and co-founder of a boutique corporate finance firm. Prior to moving into corporate finance in 1995, John worked as a solicitor for international law firms in London and in Hong Kong.

John is Chairman of the Hong Kong Securities and Investment Institute and a Senior Fellow of the Institute. John is a Deputy Chairman of the Takeovers and Mergers Panel and a member of the Takeovers Appeal Committee. John is a member of the HKTDC Financial Services Advisory Committee. John also serves as a member of the Listing Committee of The Stock Exchange of Hong Kong Limited.

John is a solicitor admitted in Hong Kong and in England and Wales (non-practising). John is a member of the Law Society of Hong Kong’s Company Law Committee. John is a member of the Executive Committee of the Asian Securities and Investment Federation. John is a Freeman of the City of London.
Mr Paul Pong
Managing Director
Pegasus Fund Managers Ltd
Mr Pong has been the Managing Director of Pegasus Fund Managers Limited since 1990. He has worked in the fund management industry over thirty years. He is the Board Member of The Institute of Financial Planners of Hong Kong, Chairman of Institute of Financial Technologists of Asia Ltd, Member of Advisory Committee of Hang Seng Indexes Co Ltd, Non-official member - Human Capital Committee of Financial Services Development Council, Member of Academic and Accreditation Advisory Committee of Securities & Futures Commission, Vice Chairman of The Hong Kong Institute of Financial Analysts and Professional Commentators.

Mr Pong is the Chairman of Shenzhen Qianhai Prudence Investment Fund Management Company Limited. He is invited as the guest lecturer for the famous universities in China and a regular guest speaker for several financial/insurance companies. He is also the Member of Court of City University of Hong Kong

Mr. Pong is a graduate of the Chinese University of Hong Kong with a B.Sc. and a EMBA degree. He is CERTIFIED FINANCIAL PLANNERCM (CFPCM) certificant and Holder of Qualified Retirement Adviser.
Mr Chris Sun, JP
Deputy Secretary (Financial Services)
Financial Services and the Treasury Bureau
Mr Chris Sun is one of the most senior civil servants in Hong Kong in charge of policies and regulations over financial services. Holding the post, Deputy Secretary for Financial Services of the Financial Services and the Treasury Bureau (FSTB), Hong Kong Special Administrative Region Government, his portfolio covers policy and legislation relating to the securities and futures markets and financial infrastructure; policy and legislation relating to banking and monetary matters; as well as financial market development including the further development of Hong Kong as a premier asset management centre.

Mr Sun has a rich and action-packed career overseeing a wide range of public polices and challenging issues. Prior to his current position, Mr Sun oversaw and masterminded for seven years policy development and legislative changes on healthcare, including the introduction of a voluntary, government-sanctioned healthcare insurance scheme, revamping the regulatory regime for private healthcare facilities, as well as giving strategic directions on the training and provision of doctors, dentists, nurses and a host of other healthcare professionals in Hong Kong.

Mr Sun also played an instrumental role in the pay system for civil servants in Hong Kong. From 2006 to 2010, he worked in the Civil Service Bureau overseeing pay policy for the 160,000-strong civil service in Hong Kong, including reviewing and designing a new system for measuring and revising civil pay level, starting pay for new recruits and the annual pay adjustment mechanism.

Mr Sun holds a Bachelor Degree in Business Administration from the Chinese University of Hong Kong, and a Master of Science in Management Degree from Stanford University. He is married with two children.
Mr Peter CH Tam
Chief Executive
The Hong Kong Federation of Insurers
Mr Tam joined the Hong Kong Federation of Insurers (HKFI) in 2004 as Executive Director and was promoted to the position of Chief Executive in 2007.

The Federation acts as the voice of the Hong Kong insurance industry with a gross annual premium of over HK$480 billion in 2017. It works closely with the industry regulator to promote consumer protection, best practices and talent development.

Mr Tam sits on various bodies as member and advisor including the Insurance Industry Training Advisory Committee, Appointment Advisory Board of the Hong Kong International Arbitration Centre and Global Advisory Committee of Shift Technology which is ranked by KPMG as one of top 20 insurtech startups internationally. Among other things, Mr Tam was instrumental in helping to establish the International Union of Marine Insurance (IUMI) Asian Hub in Hong Kong in October 2016.

Graduated from the University of Hong Kong, Mr Tam held a variety of senior management positions in the Administrative Service of the Hong Kong Government, the Airport Authority of Hong Kong and the Hong Kong Tobacco Institute. He studied at Oxford University in 1980-81 under a tailor-made administrative programme sponsored by the Hong Kong Government. Mr Tam is an ACII.
Mr Raymond Tam
Executive Director, Policy and Development
Insurance Authority
Mr. Tam started his career as an actuary in Canada in 1979. He has extensive experience in insurance and retirement fund industry in Hong Kong, Mainland China, Asia and North America, holding senior positions in insurance companies and actuarial consulting firms. He joined the Hong Kong Government in 1992, and served in the then OCI and Mandatory Provident Fund Office. He designed the solvency regime for life insurance business when serving as Assistant Commissioner of Insurance and formulated the Mandatory Provident Fund regulations when serving as Assistant Director of the Mandatory Provident Fund Office. He helped establishing the new Mandatory Provident Fund Schemes Authority as an Executive Director. Prior to joining the IA, he was Chief Risk Officer for Asia of an international insurance group.
Mr Graham Turl
Hong Kong Investment Fund Association;
Managing Director and General Counsel, Asia Pacific Region
BlackRock Asset Management North Asia Limited
Graham Turl, Managing Director, is the General Counsel, Asia-Pacific for BlackRock and is a member BlackRock’s Asia Pacific Executive Committee.

Prior to joining BlackRock in April 2007, Graham was head of the Hong Kong investment management group at international law firm Linklaters, where he was responsible for advising clients on the corporate, regulatory and tax aspects of structuring, creating, organising and marketing investment funds of all types, onshore and offshore, domestic and international, public and private, retail and institutional.

Graham is qualified to practice law in England and Hong Kong. Graham earned a BA degree in history from Nottingham University, United Kingdom in 1990.
Mr Denis Tse
Chairman, Research Committee
Hong Kong Venture Capital and Private Equity Association;
Managing Partner
Asia-IO Advisors Limited
Mr. Denis Tse is the Founding Managing Partner of Asia-IO Holdings, a private equity manager specializing in Asia-nexus cross-border direct investment programs. Denis is previously Head of Private Investments – Asia for corporate pension manager Lockheed Martin Investment Management Company, where he was named “40 under 40” by Chief Investment Officer magazine. Prior to that Denis had a career in technology venture investing, and was the first Kauffman Fellow from an Asian venture capital firm. Denis has an honorary bachelor’s degree from Northwestern University and an MBA degree from INSEAD.
Dr Carlye Tsui, BBS, MBE, JP
Chief Executive Officer
The Hong Kong Institute of Directors

Dr Carlye Tsui graduated from the University of Hong Kong with a BA degree and the (UK) Middlesex University with a Doctorate in Professional Studies on corporate governance and director accreditation, as an awardee for the most outstanding professional doctorate.

Dr Tsui is an experienced IT professional, CEO, executive director and independent non-executive director of listed and regulated companies. Her industry experiences cover a wide spectrum including IT, international publishing, management consultancy, professional bodies, financial services, arts and culture.

A Justice of the Peace, Dr Tsui is active in public service. Her service roles include:
  • Executive Committee Member of the Global Network of Director Institutes;
  • Member of the Steering Committee of the Asian Financial Forum;
  • Founding Chairman of Hong Kong Chinese Orchestra;
  • Past Councillor: Urban Council, Wan Chai District Council;
  • Past Member: Communications Authority, Hong Kong Polytechnic University Council;
  • Past Chairman of The Outstanding Young Persons’ Association and
  • board/committee members of other statutory and service organisations.

Dr Tsui has been awarded Bronze Bauhinia Star, Member of the Most Excellent Order of the British Empire, one of the Ten Outstanding Young Persons and IT Achiever of the Year.
Mr Mike Wong
Chief Executive Officer
The Chamber of Hong Kong Listed Companies
Ms Isabella Yin
Chinese Financial Association of Hong Kong;
Assistant General Manager of Administration Department
China Life Insurance (Overseas) Company Limited