Advisory Board

Mr. Kevin K.C. Chan, CFA
Mr. Kevin K.C. Chan, CFA, is an investment professional with more than 20 years' experience. He has worked for various financial institutions in Canada and in Hong Kong in the areas of investment management and corporate finance. Mr. Chan now works for a family office in Hong Kong responsible for making private equity investments. Mr. Chan is a director of the University of Toronto (Hong Kong) Foundation since its inception. Mr. Chan had been a director of the Hong Kong Society of Financial Analysts since its inception and was the President of The Hong Kong Society of Financial Analysts Limited from 2000 to 2002. He also served the Advisory Committee on Human Resources Development in the Financial Services Sector in Hong Kong formed by the Hong Kong SAR government from 2000 to 2002 as well as the Global Council of the CFA Institute from 1999 to 2004.
Mr. Water C.W. Cheung, CFA
Mr. Water Cheung, CFA, has more than two decades of extensive experience in global investment banking. He is currently the Senior Partner and CEO, Asia Pacific, at StormHarbour Securities. StormHarbour is an independent merchant banking partnership with offices in New York, London, Lisbon, Madrid, Hong Kong, Singapore and Tokyo. The firm was awarded the Boutique Investment Bank of Year 2012, by the Banker Magazine, a subsidiary of Financial Times. It is the youngest firm to receive such distinction to date.

In 2007, Water joined The Royal Bank of Scotland as the Treasurer and Head of Emerging Markets in Asia. After RBS led a consortium to acquire ABN Amro Bank, Water headed up the integration of the two banks’ markets businesses in Asia which represents a total revenue of more than GBP1 billion.

Prior to that, in 2000, Water joined DBS as the Head of Regional Derivatives and Credit Products. Water grew the Bank’s derivative and bond business from a meager S$2mm business to more than S$500mm. During his seven-year stint in DBS, he had served a variety of positions including Head of Global Financial Markets, Greater China, which encompassed all investment banking products.

Between 1995 and 2000, Water was Managing Director in CIBC Financial Products, Singapore. Water successfully set up the derivative trading operation in Singapore and managed one of the most profitable trading teams for the Bank. Prior to that, Water was the Head of Derivative Trading - Asia Local Markets, for Chase Manhattan Bank. He was instrumental in the development of derivative market in the region, and was voted “Derivative Superstar” by Global Finance in 1994 and 1995 consecutively.

Water, a Hong Kong native started his investment banking career in Canada in 1987. He is a holder of the right to use the Chartered Financial Analyst designation. He holds a Bachelor of Applied Science and a MBA degree from the University of Toronto and York University, Canada, respectively.

Water is a regular columnist in the Hong Kong Economic Journal (信報), Apple Daily (蘋果日報) and Ming Pao (明報).

Water is also an Executive Board Member of Treasury Market Association (TMA), an industry body sponsored by Hong Kong Monetary Authority (HKMA).

Water is an active participant in the social enterprises community in Hong Kong and is a director in SVHK Capital Limited and Give Venture Partners Limited. In addition, Water is an active angel investor in the technology space.
Dr. Jimmy W.K. Jim, CFA
Joining in 2014, Dr. Jimmy Jim, CFA, is currently the Head of Global Markets Department of ICBC (Asia), leading a team of over 100 professionals. Jimmy has over 29 years of experience in banking and financial industry and was appointed senior positions with many leading international banks. He has worked across Hong Kong, Tokyo and Australia with extensive experience in trading and sales of precious metals, financial and debt capital market products, ALM and portfolio management.

Jimmy is a CFA charterholder and a CPA (Aust). He holds a Doctor Degree of Business Administration from Hong Kong Polytechnic University, a Master Degree of Applied Finance Degree from the Macquarie University and a Bachelor Degree of Business Administration from The Chinese University of Hong Kong. He was the President of The Hong Kong Society of Financial Analysts from 2010 to 2013.
Mr. George W. Long, CFA
Mr. George Long, CFA, is the Founder, Chairman and Chief Investment Officer of LIM Advisors Limited. Before he established LIM in 1995, George set up and ran the Asian division of what became Barclays Global Investors (BGI). While at Barclays, George served on the Executive Committee for Barclays Group Asia and the Global Investment Committee in London. Prior to joining Barclays, George was the Managing Director and Chief Investment Officer of Gartmore Asia, and before that head of Korean operations for Indosuez W.I. Carr Securities. He also worked in New York and Asia for Manufacturers Hanover Trust Company (now part of JP Morgan) as an international banking officer.

George is a former governor of The CFA Institute. He also established the Hong Kong Society of Financial Analysts in 1992 and was its president for 8 years. He also set up the Hong Kong/China Chapter of the Alternative Investment Management Association in 2002 and was its chairman for 5 years. He received the Thomas L. Hansberger Leadership in Global Investing Award for his contributions to the practice of global investment management. George holds an MBA in Finance and an MA in Asian Studies from the University of Washington in Seattle and is a CFA Charterholder.
Mr. David Lui
Mr. David Lui, Chief Executive Officer of Bank of Communications Schroder Fund Management Co Ltd, joined Schroders in 1985 to manage unit trusts and institutional funds. He was appointed as director of Schroders Asia Limited in 1991 and Vice Chairman and Executive Director of Schroder Investment Management (Hong Kong) Limited in 2000.

He is currently a part-time member of Central Policy Unit of the Hong Kong SAR Government and member of Investment Committee of the Hong Kong Exchanges and Clearing Limited (HKEx), The University of Hong Kong, Hong Kong Aids Foundation and Lord Wilson Trust. Mr. Lui had also served as the Council Member, as well as the member of the Listing Committee of HKEx. He was also the member of the Unit Trust Committee and Merger and Acquisition Panel of the Securities and Futures Commission in Hong Kong.

Mr. Lui is a graduate of the London School of School of Economics and Political Science with a post graduate diploma from the same institution. He is also a Fellow of the Canadian Securities Institute and Hong Kong Securities Institute. Mr. Lui has articles published on the South China Morning Post, Hong Kong Economic Journal, Hong Kong Economic Times, I-Money, HK ETNet and other media.
Mr. Karl H.K. Lung, CFA
Mr. Karl Lung, CFA, has thirty years of experience in the investment industry. He had worked as Portfolio Manager with ABN AMRO Asset Management (Asia) Limited for nine years and is responsible for Hong Kong equity investments. Before joining ABN AMRO, Karl had been an investment analyst for seven years with brokerage houses that include W.I. Carr (Far East) Limited, Schroders Securities (Hong Kong) Limited, and Nomura Research International Company Limited, and also as an Investment Analyst with Sun Hung Kai Properties Limited. Currently, Mr. Lung works as an independent consultant on investment related issues.

Karl holds a Master of Business Administration degree from the University of Toronto and a Bachelor of Commerce (Hon.) degree from McMaster University in Hamilton, Ontario, and received the CFA Charter in 1992. He had been a member of the Advisory Committee on Human Resources Development in the Financial Services Sector of the Financial Services and the Treasury Bureau, as well as a member of the Public Shareholders Group, Takeovers and Mergers Panel and Takeovers Appeal Committee of the Securities and Futures Commission.
Mr. James A. Soutar, CFA
Mr. James Soutar, CFA, is the Director at PhoenixInvest Group (HK) Ltd. He was previously Executive Director of FrontPoint Management (HK) Limited and the portfolio manager of the FrontPoint Asia Pacific Fund. He was a co-founder of Phoenix Research Limited and a Managing Director of Lombard Odier (Asia) Limited. He has been appointed as a member of Hong Kong Exchanges’ Listing Committee since May 2007.He was the Chairman of the Advocacy Committee of The Hong Kong Society of Financial Analysts and served on its board from January 1998 to January 2009.

Mr Soutar is a graduate of Tufts University, Boston and a CFA charterholder.
Mr. Frederick S.C. Tsang, CFA
Mr. Frederick Tsang, CFA, is the Chief Risk Officer of China Everbright Limited, a China-backed financial institution listed on the Hong Kong Stock Exchange with businesses involving proprietary investment, asset management, and other financial service activities.

Prior to joining China Everbright in 2000, Frederick was Head of Equity Research for the Hong Kong branch of a number of international and regional brokerage firms, including Deutsche Morgan Grenfell, Nomura and Banque Nationale de Paris (BNP).

Frederick has over 30 years of experience in the Hong Kong financial industry with rich management experience in securities and asset investment. In November 2016, Frederick has also been appointed as a member of the Process Review Panel for the Securities and Futures Commission. He served as a member of the Advisory Committee of the Securities and Futures Commission between 2011 and 2017. Frederick also served the Securities and Futures Appeals Tribunal as a member from 2009 to 2015. Frederick was a board member of The Hong Kong Society of Financial Analysts from 2001 to 2017, and during which he was elected as President of the Society between 2013 and 2015. Frederick is a CFA charterholder, and holds a bachelor's degree in Economics with Finance and Accounting option from Wilfrid Laurier University and a master’s from University of Alberta.