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Events

Financial Practitioners FinTech Training Programme 2022: HKIRA Fintech Conference - The Application of Fintech with an emphasis on ESG and Investor Communication

10 January 2023 (Tuesday)
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Date: 10 January (Tuesday)
Time: 2:30 pm – 5:30 pm
Venue:
  1. Online via Zoom
  2. In Person at SPRG office:
    24/F, Admiralty Centre I, 18 Harcourt Road, Hong Kong
Language: English
Outline: The Conference is designed for industry professionals to understand how to apply fintech with an emphasis on ESG and investor communications for listed firms.

  • How Do Financial Firms Employ Fintech with an ESG Perspective?
  • How Does Asset Management Adopt a Technology-driven ESG Integration?
  • Application of Fintech on ESG Integration: An Alternative Data Perspective
  • How to use Fintech in investor communication
  • How the IR profession should prepare for this paradigm shift of adopting technology in information platform

Rundown
2:15 Registration
2:30 Latest Development of Fintech x ESG: A Business Application Perspective
3:15 Adopting a Business Strategy on Technology-driven ESG Integration
4:00 Panel on Fintech x ESG
4:30 Break
4:45 Understanding Your Non-Human Shareholders
5:15 Concluding Remark
Speakers: Dr. Eva Chan
Chairman, Hong Kong Investor Relations Association

Dr. Chan is the Head of Investor Relations of C C Land Holdings Limited (stock code: 1224). She has more than 25 years of experience and was the senior management of various listed companies in Hong Kong. She is mainly responsible for formulating the IR strategies for the company and conducting meetings with investors and fund managers all over the world. She also leads in a number of corporate finance exercises and corporate restructuring activities.

Dr. Chan is an Independent Non-Executive Director of Capital Environment Holdings Limited (stock code: 3989) and Xtep International Holdings Limited (stock code: 1368) and is appointed as an Adjunct Professor in the School of Accounting and Finance of the Hong Kong Polytechnic University and an Adjunct Professor of The Hang Seng University of Hong Kong .

Dr. Chan graduated from the City University of Hong Kong with a Bachelor of Arts in Accounting. She then received her MBA degree from the University of Nottingham. She also obtained a DBA degree from the Polytechnic University of Hong Kong. She is a fellow member of the Hong Kong Investor Relations Association, a fellow member of the Hong Kong Institute of Chartered Secretaries, a fellow member of Hong Kong Institute of Certified Public Accountants and a fellow member of the Association of Chartered Certified Accountants.

Prof. Louis Cheng
Dr. S H Ho Professor of Banking and Finance
Director of the Research Centre for ESG
Director of the Research Institute for Business, The Hang Seng University of Hong Kong

Prof. Cheng is the Dr. S H Ho Professor of Banking and Finance. He is also the Director of the Research Centre for ESG as well as the Research Institute for Business at the Hang Seng University of Hong Kong. He was a member of the Investment Committee of the Hospital Authority Provident Fund Scheme (2016-2022) in which he led the effort in promoting ESG integration for an investment portfolio of about USD 8.74bil (as of March 2020). Prof. Cheng actively engages in ESG and green finance research. In addition to publishing on Green Bond, he received various research donation and grants related to ESG and financial services for a total exceeding HKD8mil. He is also a coauthor of a book chapter titled “Fintech Unicorns” in The Palgrave Handbook of Fintech and Blockchain, 2021.

Prof. Cheng is a member of the Business Studies Assessment Panel for Competitive Research Funding Schemes for the Local Self-financing Degree Sector under the Research Grants Council (RGC). He also served as a member of the Business Studies Panel (Joint Research Schemes) for the RGC, Solicitors Disciplinary Tribunal Panel, and University Council and Trustee Board of the Hong Kong Polytechnic University Pension Fund. He is currently a member of the Examination Board of The Institute of Financial Planners of Hong Kong (IFPHK). Prof. Cheng has over 100 articles and books published including the Journal of Finance. He is an author of Fundamentals of Financial Planning, and the lead author of Financial Planning and Wealth Management: An International Perspective, both by McGrawHill. Prof. Cheng served as a project consultant for various organizations including the United Nations, Bank of China, Investor Education Centre (IEC), SFC, MPFA, Value Partners, Agricultural Bank of China, BCT, Fubon Bank, HKEx, Charles Schwab, Tai Fook Securities, and HKSI.

Kathy Lau
Executive Director and Head of Hong Kong Department
Futu I&E

  • Macquarie University - BBA
  • The Hong Kong University of Science and Technology - MBA
Over 10 years experience in the financial industry, RO of SFC Type 4 (advising on securities) & Type 9 (asset management). In-depth knowledge Investor relations, cross-border investments (CIBM, RQFII, QDII, RQDII, Shanghai/Shenzhen-Hong Kong Stock Connect products, etc.) and asset management products.

Mr. Jack Poon
Research Fellow, The Hang Seng University of Hong Kong
Professor of Practice (Fintech, Entrepreneurial Finance), PolyU

Mr. Jack Poon is a Professor of Practice in the School of Accounting and Finance at the Hong Kong Polytechnic University (PolyU) since 2018. He taught graduate classes in blockchain, fintech, and entrepreneurial finance. His research interests cover hypergrowth companies in the new economy and their IPO listing in Hong Kong, the US, and the STAR market; digital assets such as cryptocurrency, decentralized finance, and NFT; and fintech applications using artificial intelligence.

Prior to teaching and professional consulting, Jack has been a serial entrepreneur, investor, and Silicon Valley veteran. He started his career with Intel during the period when legendary leaders such as Andy Grove and Gordon Moore are at the helm. He played various key roles in the development of the 80486™and the Pentium™ microprocessor projects and in the software architecture design of deep sub-micron electronic design automation. While in Asia, he had served as Head of Corporate Finance for a US-listed company, Head of Infrastructure Investment for the Asia Pacific and the Indian subcontinent for a European company, and Head of Technology Services for a US technology company. Furthermore, Jack was involved with multiple startups where one listed in Nasdaq and others affiliated with TechStars Startup Accelerator and Accenture Fintech Innovation Lab.

In addition to teaching and professional consulting, Jack serves as a strategic advisor to multiple startup companies. He is a co-opted member of the Advisory Group on Digital Economy and Information Technology of Hong Kong Consumer Council and a member of the Fintech Advisory Group for Hong Kong Securities and Futures Commission.

He obtained three master’s degrees from the Chicago Booth School of Business with high honors in Business Administration, the Stanford University in Engineering Management, and the California Institute of Technology in Electrical Engineering. He also obtained his bachelor's degree summa cum laude from the University of Washington in Electrical Engineering.
Fee: Free
Accreditation: 3.0 CPD hours (by request)
Registration: https://hkira.glueup.com/event/69310/
Remarks:
  • Speakers are in alphabetical order by surname.
  • Online registration only. Deadline: 8 January 2023.
  • HKIRA will confirm availability by email notification. HKIRA reserves the right to final say in registration discrepancies.
Program Book: Program Book
Recording: On-demand Video is available here

 

 

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