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HKSFA 3rd Career Conference - Leading exciting career changes with your CFA designation Event Code: 180609N1
Date 09-Jun-2018
Time 09:00 a.m. - 12:30 p.m.
Venue HKSFA office, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Franki K.F. Chung, CFA
Vice President
The Hong Kong Society of Financial Analysts

Mr. Pierre Herbst

Dr. Alfred Ma, CFA
Executive Director
CASH Algo Finance Group Limited

Mr. Scott D. Peterman, CFA
Partner
Orrick, Herrington & Sutcliffe
Fee HKSFA Member(s) at HK$200.0/person
CFA Candidate(s) at HK$230.0/person
Guest(s) and Non-member(s) at HK$250.0/person
This seminar is qualified for 0 CPT hour(s), 0 CE hour(s), 0 RBV CPD hour(s)
Remarks CFA Societies Global Passport Program Eligible
- CFA Candidate(s) for Year 2018 only. 
- Light breakfast and drinks will be provided. 
- Language: English

Event Details

With the advances in technology and changes in finance job market, buy or sell side analyst jobs might not be the only options for CFA charterholders.  Many of our CFA charterholders have made exciting changes to their careers by leveraging their CFA knowledge as well as contacts through CFA global network.  Our speakers would share experiences of their successful transitions from:
 
Experience sharing on switching to FinTech industry  
From scholar through country head of Apple (computer) to lawyer  
From Academic to Fintech; and 
From technology and audit to business coaching;

In addition to those successful stories transitioning between industry, function, geography and cultures, we would also share unsuccessful stories on those who reverted back to their traditional buy side job after a stint working in startups and the important lessons learned.

The seminar is of interest of those young professionals who are interested in the latest career trends and developments as well as mid-life professionals contemplating a career change.  

About the Speakers: 

Mr. Franki K.F. Chung, CFA 
Vice President
The Hong Kong Society of Financial Analysts
 

Mr. Franki Chung, CFA, is the Chief Investment Officer of an investment company and experienced professional in equity / fixed income analysis and portfolio management. He was the Chief Investment Officer of MEAG HK, the asset management arm of Munich Reinsurance. Based in Hong Kong, he and his team cover Asian equities and fixed income portfolios for Munich Re. Before joining MEAG in 2010, he was the deputy head of Asia Equities in Baring Asset Management and responsible for country allocation, stock selection and managing equity portfolios in Asia Pacific.

Franki is a Vice President of The Hong Kong Society of Financial Analysts. He is currently the Co-Chair of Best Research Report Competition and Research Challenge committees and a member of the FinTech, Technology, University Relations and Industry Relations committees. He is also the Third Vice President 2017-18 of Lions Club Hong Kong IFC.

He holds a Master of Business Administration degree from the University of New South Wales, a Bachelor of Science (Economics) (Hon.) degree from the University of London, a Higher Diploma in Production and Industrial Engineering from the Hong Kong Polytechnic. Franki has been a CFA charterholder and a member of the CFA Institute since 1998.

Mr. Pierre Herbst 

Mr. Pierre Herbst served as a senior audit professional with over 30 years of corporate experience in audit, technology, and staff management. 

Pierre’s career includes being a computer programmer, external and internal auditor based in Australia and locally, and more recently, as an external business coach. Through this experience he has collaborated with senior regional geographic and business leaders, including the C-suite, to support the building, implementation, and strengthening of governance and controls in firms across a number of industries, with emphasis on financial services. Firms include Morgan Stanley, where he worked for 19 years, and Barclays.
 
Committed to helping companies develop their talent, Pierre has a proven track record of staff recruitment and retention, learning and development, as well as mentoring and coaching. Pierre has coached staff and managers both locally and remotely, encompassing different cultures and values. 
 
Pierre holds a B.Com in Accounting and Computer Science from The University of Tasmania, a Master Teaching English as Foreign Language Certificate from Bridge Education Group, and had certified as a Chartered Accountant (Australia and New Zealand) and Certified Information Systems Auditor (CISA).

Dr. Alfred Ma, CFA
Executive Director
CASH Algo Finance Group Limited


Alfred is an Experienced Investment Director with a demonstrated history of working in the research industry. He is skilled in Mathematical Modeling, Python, Debian, Statistical Modeling, and Research Design. He is a strong professional with a PhD focused in Operations Research from Columbia University in the City of New York.

Mr. Scott D. Peterman, CFA
Partner
Orrick, Herrington & Sutcliffe

Mr. Scott Peterman focuses on representing private fund sponsors and investors in the formation of alternative investment vehicles, including pan-Asian private equity funds, venture capital funds, infrastructure and real estate funds, private REITs, hedge funds, hybrid funds, emerging manager platform funds, Hong Kong authorized funds, and emerging market ETFs. In addition, he has advised on more than 150 account arrangements, representing sovereign wealth funds, universities, seeding and first-loss capital programs, family offices and individual investors.

Scott has extensive experience representing both Chinese state-owned enterprises and private companies in a broad range of M&A transactions, leveraged buyouts, venture capital financings, as well as relevant regulatory and compliance matters. He also counsels FinTech start-ups, develops compensation and profit-sharing schemes, and assists entrepreneurs in managing their wealth. 
 
Scott offers clients a unique perspective with in-depth knowledge in the technology and telecommunications industries, having served for 13 years as a Silicon Valley senior executive prior to practicing law, including as Apple’s first country manager for China and Korea, director of Asia Pacific for Alcatel Data Networks and director of North American Corporate Development for Cable & Wireless.
 
Scott has been consistently recognized by various prestigious legal publications such as Chambers Asia, Asia-Pacific Legal 500, IFLR1000 and Who’s Who Legal. He gains high praise from clients for his “commercial acumen” and “awareness of what the client wants.” He is known as “a very experienced practitioner” with “unparalleled” expertise in “complex economic structures”.
 
Prior to joining Orrick, Scott worked at Jones Day and Sidley Austin in Hong Kong, and practiced in the United States, United Kingdom, and Japan for many years.

Please stay tuned with us for more updates! 

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CFA Societies Global Passport Program


HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at info@hksfa.org to register.
 



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