Member News

September 2014: HKSI Institute Autumn Dinner 2014 

More than 160 distinguished guests attended the HKSI Institute’s signature Autumn Dinner held at the historic Asia Society Hong Kong Center, to celebrate the induction of Dr Eddy Fong as the Institute’s tenth Honorary Fellow.

September 2014: Mentoring Programme Ceremony

About 100 Mentors, Mentees and VIPs attended the Mentoring Programme Ceremony which was held at the HKSI Institute. The occasion witnessed the graduation of the Institute’s first batch of Mentees and the inauguration of the second cohort of our Mentoring Programme.

August 2014: New Members Cocktail

The senior representatives of HKSI Institute welcome the elites of the financial industry joining our professional community.

June 2014: Honorary Fellow Series “Breakfast with The Hon Ronald Arculli”

In his speech, The Hon Ronald Arculli reiterated the complementary, rather than competing status of Shanghai and Hong Kong. For his valuable insights on the evolution of Mainland China and Hong Kong’s financial market and the effect on the two cities’ competitiveness, please click here

April 2014: HKSI Mentoring Programme -Professional Image Building presented by Ms Mary Cheung

Ms Mary Cheung, an experienced speaker with over 20 years in professional image and international social etiquette training, shared critical key points for building soft skills. Participants enjoyed the talk as basics and specific techniques were covered. Mentees found it especially helpful in sharpening their social skills.

April 2014: Horse Racing Evening

Our Professional Events Committee member, Mr Benson Lo, generously offered us the opportunity to have this exciting event held in the Owners Private Box. A paddock viewing tour was arranged at the HKEx Challenge Cup. We had Mr CK Chow, Chairman of the HKEx, and Mr Ronald Arculli, our Honorary Fellow, dropped by and greeted our party during the course of the evening.

February 2014: Licensing Examination Achievers Reception

The Reception held for Licensing Examination (LE) candidates who did remarkably well in the LE papers in 2013. The outstanding achievers working in local and global firms and the HKSI Board Members got together to share the joy and strengthen the bonding between the HKSI and finance community.

February 2014: HKSI @ TDC Career Expo

On 17/11/2012, member Chris Lee (Former Managing Director and Head of Global Markets Investment Products of Deutsche Bank) The HKSI Institute participated in the 24th TDC Education and Careers Expo to showcase our services facilitating new entrants’ career development in the financial industry. The HKSI Institute sponsored the “Banking and Finance Day” and members from the Board and Membership presented the following talks to the potential entrants and young professionals:

-“Corporate Finance Industry – Opportunities and Challenges” presented by Mr Peter Wong, Board Member, HKSI Institute;

-“Overview of Licensing Regime for Finance Practitioners in HK” presented by Ms Judith Yuen, Associate Director, Securities and Futures Commission;

-“Why Private Wealth Management” presented by Ms Anna Wong, Senior Private Banker;

-“Trends in Finance Employment” presented by Mr Dominau Au, General Manager, CTgoodjobs;

-“Asset management: Market Outlook and Career Prospect” presented by Mr Lewis Wan, Chief Investment Officer, The Pride Group; and

-“Panel Discussion – Opportunities and Challenges for Finance Industry Young Entrants” presented by Ms Anna Wong, Mr Dominau Au, and Mr Lewis Wan.

January 2014: Mentoring Programme - Golf and Investment Seminar presented by Dr Wilson Chan

Senior banker and Adjunct Professor of City University Dr Wilson Chan, shared his wisdom and insight on golf and investment with the HKSI audience on 16 January 2014.

New Members Welcome Cocktail

HKSI Institute held a Cocktail for new members and their friends. More than 50 guests joined the cocktail, including HKSI Institute board members and committee members, new members, and their guests. They all enjoyed the evening!


Click here for highlight of the cocktail

Nomination for HKSI Fellowship
In recognition of the longstanding support and continuous contribution of HKSI members to the Hong Kong financial industry, the Institute introduced the HKSI Fellowship in 2003 for senior members to pursue in parallel with their status and prestige in the Institute and industry.  There are 44 Fellows since launched; they are all senior industry professionals and significantly dedicate their efforts to uphold Hong Kong as a leading international financial centre. [Read More]

New e-Seminar posted
Dr John Greenwood, Chief Economist of Invesco, explains to members and  practitioners what to expect after the financial crisis in a HKSI seminar. The seminar is now posted at our e-seminar platform. The e-seminar service is free and exclusively for HKSI individual members. [Read More]

Member Gathering - Leave the Money to Kids? 
Mr Moses Lui (Executive Director, Equity Derivatives, BOCI Securities Ltd) will come and share his advice with our members on bringing the money concept to our kids. Mr Lui is the author of two bestsellers on parenting (《再富,也不可富孩子》and《父母錢,不是孩子錢》). The talk is free to HKSI members, and will be conducted in Cantonese. [Read more]

"Changing Landscape of the Alternative Investment Industry in Asia Pacific" by Joanne Murphy
Asia hedge fund seasoned practitioner Joanne Murphy (Managing Director, Asia Pacific, CAIA Association), will come to HKSI to talk about the ever changing landscape and prospect of AI (Alternative Investment) in Asia Pacific to HKSI members in our "Young Professional Seminar" Series on 7 January, 2013 at HKSI Training Centre. Admission is free for HKSI Members. [Read more]

HKSI Golf Day 2012 & 15th Anniversary Cup
It’s time to polish your golf clubs, practice your short game and meet with friends at the coming HKSI Golf Day 2012 on Friday 23 November 2012 at Jockey Club Kau Sai Chau Golf Course (East Course). Members and invited guests only. [Read more]

Senior Banker Chris Lee on "Sales and Trading Business of Global Investment Bank"
On 17/11/2012, member Chris Lee (Former Managing Director and Head of Global Markets Investment Products of Deutsche Bank) will come and talk to HKSI members in our "Young Professional Seminar" Series at HKSI Training Centre. In this talk, Mr Lee will talk about clients of S&T business, recruiting process and new opportunities. Seats limited. Admission is free for HKSI Members. [Read more]

"Private Wealth Management and Challenges for Young Wealth Managers" by Anna Wong 
HKSI Board Member Ms Anna Wong, Managing Director, Market Area Head, Greater China, Private Banking Asia Pacific, Credit Suisse will share her experience in Private Wealth Management for young members and practitioners in our "Young Professional Seminar" Series on 11 September (6:30-8:30pm) at HKSI Training Centre. Admission is free for HKSI Members. [Read more]

Member Gathering - Health and Mental Well Being 
The Institute is pleased to have Dr Derek Li, a specialist in psychiatry, coming to HKSI and share his expertise in maintaining the balance of health and mental being to HKSI members on 21 August at HKSI Training Centre. Admission free. Seats are limited. [Read more]

Member Gathering - The Health of Spine and Related Illness
Chiropractic Doctor Paul Fong will come and introduce the health of spine to HKSI members on 11 July at HKSI Training Centre. Admission free. Seats are limited. [Read more]

Member Only Seminar - Alternative Investment Industry: Career Show (5 July 2012)
HKSI & CAIA Hong Kong cordially invite you to join our education event “Alterative Investment Industry: Career Show” focusing on the current alternative investment industry career landscape. Leading industry thought leaders will be invited to share their views on the challenges the current economic environment is presenting and how this is affecting employment opportunities within our industry. Seats are limited. [Read more]

Member Gathering - Tai Chi and Wellness 
A workshop on Tai Chi and Wellness will be held for members on 29 June at HKSI Training Centre. During the workshop, Tai Chi Master Ms MT Chau will introduce the culture of Tai Chi and its concept of wellness with demonstration and practice. Seats are limited. [Read more]

"Six Valuable Lessons from a 25-Year Career at an Investment Bank" by Paul Day
Member Mr Paul Day (Morgan Stanley, Chief Operating Officer for Asia Pacific) will come and share his experience for young members and practitioners in our "Young Professional Seminar" Series on 5 June (6:00-8:00pm) at HKSI Training Centre. Admission is free for HKSI Members and Corporate Members. Cocktail reception starts at 6:00pm. [Read more]

Member Gathering - Wine Tasting
Collaborated with Pieroth, HKSI invites members to join our Wine Tasting on 22 May. Admission is free for Members. [Read more]