CFA Society Hong Kong

【GPU-Accelerated Portfolio Optimization】

We recently invited Tiancheng Zhang, Director of Cardinal Operations, and Alice Wong, CFA, Executive Director of CFA Society Hong Kong, for an insightful discussion on “GPU-Accelerated Portfolio Optimization.”

The session offered a perfect blend of technical depth and real-world implementation experience, providing participants with a comprehensive understanding of how GPU acceleration is transforming portfolio construction.

Mr. Zhang highlighted that portfolio optimization is no longer just about developing better models. He explained how first-order and barrier methods, when deployed on GPUs, make it possible to solve complex optimization problems at scale.

👉👉 Don’t miss out on the exclusive benefits and events we have planned. Renew your CFA Society Hong Kong membership today or join us now if you haven’t yet to stay connected, informed, and ahead in your professional journey. 🔗 https://tinyurl.com/3y6une53

【From Data to Decisions: A Member Networking Event on Climate Risk Investing】

We recently gathered CFA Society Hong Kong members at RaRe Restaurant for our networking event, "From Data to Decisions: Climate Risk Investing," to bridge the gap between simple climate disclosure and real, actionable investment insights.

Felicia Wong, CFA, Vice President & Treasurer of the Society, kicked things off alongside representatives from the event’s sponsor, Emmi, and its platform partner, FactSet:

📌 George Droulias, Sales and Partnership Lead at Emmi
📌 Daniel P**n, Institutional Sales - Asia Pacific Hong Kong at FactSet
📌 Quang Phan, Sales Specialist, Data Solutions at FactSet

Our special gratitude goes to Richard McGillivray and Beth Fitzpatrick for bringing this collaboration together and creating such a valuable opportunity for networking and knowledge exchange!

👉👉 Don’t miss out on the exclusive benefits and events we have planned. Renew your CFA Society Hong Kong membership today or join us now if you haven’t yet to stay connected, informed, and ahead in your professional journey. 🔗 https://tinyurl.com/3y6une53

【6th China Financial Talent Summit】

Complimentary priority registration available to CFA charterholders and candidates 🔗 https://tinyurl.com/295566wm

CFA Institute and CFA Society Shenzhen are presenting the 6th edition of China Financial Talent Summit, bringing together government and corporate representatives from the Greater Bay Area, financial institution executives, education experts, senior CFA charterholders, and HR leaders to engage in in-depth discussions on the demand, cultivation, and development of future financial talent.

The summit will release the 2026 China Financial Talent Market Insights White Paper (《2026中国金融人才市场洞察白皮书》) and focus on topics such as talent allocation in financial institutions, financial education, sustainable finance, private wealth management, and capability restructuring in the AI era. Moving from trend analysis to practical pathways, attendees will jointly build a new financial talent ecosystem with a more global vision that closely aligns with industry needs.

📅 12 September 2026 (Saturday)
⏰ 9:00 AM – 4:30 PM (reception starts at 8:30 AM)
📍 Nanshan District, Shenzhen

【CFA Institute Access Scholarship for May 2027 Exam】

📢 The CFA Institute Access Scholarship Program for the May 2027 CFA Exams (Levels I and II) is now open for applications! Apply by 1 September 2026 and you could secure a significantly reduced exam registration fee of just USD 400. 🔗 https://tinyurl.com/mtyef3u9

📌 Key Features of the Access Scholarship:

．Currently registered candidates are NOT eligible to apply, and applicants must meet all CFA Program enrolment requirements (https://www.cfainstitute.org/programs/cfa-program).
．For successful applicants, the exam registration fee will be reduced to USD 400.
．Beginning with scholarships awarded on 4 March 2026, the scholarship under the Premium Registration Package will include complimentary access to the Practice Pack.
．This scholarship applies to any CFA Program level and will be valid for one exam window.
．Applicants must submit the online application via the CFA Institute website (https://www.cfainstitute.org/programs/cfa-program/scholarships/access) by the deadline. Please refer to this website for further details.

【Excel in the CFA Exam with UWorld】

CFA Society Hong Kong is proud to partner with UWorld Finance to help CFA® exam candidates in Hong Kong and Macau prepare for their exams in one place with personalized, seamless, and reliable exam prep materials.

UWorld’s team of certified financial experts has been where you are, understands what it takes to pass high-stakes exams, and is dedicated to making the hard stuff easy to understand.

📌 Experience UWorld’s expert-led videos, Qbank, and learning platform for yourself with a 7-day free trial. No discount code required! 🔗 https://finance.uworld.com/cfa/free-trial/

📌 Exclusive discount on CFA exam review products are available for CFA exam candidates of all levels in Hong Kong and Macau. Please visit the Society's website for more information.

【CFA Control Room Alumni Network】

👉👉 Read the full article 🔗 https://tinyurl.com/mr22tfaj

Our latest article, “當沉睡資產遇上靈活制度” (When Dormant Assets Meet Flexible Systems), by Lilian Li, Executive Director of Social Impact Partners Limited, has just been published on MetroFinance.Biz (Metro Broadcast)!

Lillian highlights how the UK’s Dormant Assets Act has successfully transformed long-unused financial assets into meaningful social impact—releasing over £1 billion to support youth employment, financial inclusion, and social enterprises. Importantly, the framework preserves full ownership rights, ensuring individuals can reclaim their funds at any time.

She also offers a compelling outlook for Hong Kong, suggesting that with innovative policies and digital tools, idle assets could similarly be mobilised to support social investment, from elderly care technology to education and community initiatives.

About CFA Control Room:

CFA Control Room (CFA指揮室) is our public awareness program, consisting of interviews with seasoned practitioners in the finance industry. The program has been offered in collaboration with Metro Finance (新城財經台) and Hong Kong Economic Journal (信報) since 2014. CFA Control Room Alumni Network is formed by past speakers and dedicated volunteers of CFA Control Room. Together, we are committed to promoting investor education and making a difference in our community!

【Career Fair Series: Family Office, Trust and Wealth Management】

Our recent "Career Fair Series: Family Office, Trust and Wealth Management" in collaboration with WRISE Hong Kong was a resounding success with full-house attendance!

The evening offered our Society members an exceptional platform to explore emerging career pathways in the field of wealth management and trust services, and to gain direct industry perspectives from professionals in the business. A heartfelt thank you to our esteemed speakers for generously sharing their expertise and vision for the industry: Dr. Jowin Fung | Eric Siu | Prof. Eric P**n | Patrick Ho, CFA

Special thanks to Yuheng Li, CFA, volunteer from our Career Development Committee, for smoothly moderating the insightful panel discussion and keeping the audience engaged throughout the night.

A huge shout-out to Patrick Ho, CFA for publishing a follow-up article on TVB News! His piece offers fantastic guidance on the career prospects within the family office sector and practical advice on how individuals can strategically equip themselves before stepping into this growing space.

👉👉 Don’t miss out on the exclusive benefits and events we have planned. Renew your CFA Society Hong Kong membership today or join us now if you haven’t yet to stay connected, informed, and ahead in your professional journey. 🔗 https://tinyurl.com/3y6une53

【Investing in China's New World Order: Fireside Chat with Dr. Edward Tse】

👉👉 Register via our website 🔗 https://tinyurl.com/b94k5y3x

Join us for an exclusive fireside chat featuring Dr. Edward Tse, Founder and CEO of Gao Feng Advisory Company, one of the most respected authorities on China’s economic and business transformation. Being an acclaimed strategist and author of influential works including “The China Strategy”, “China’s Disruptors”, “China in the New World”, and “Mindset for Mega Changes 2”, Dr. Tse brings unparalleled insights into the forces reshaping China and its position in the world.

In this session, Dr. Tse will explore China’s strategic position in an increasingly complex geopolitical landscape and examine how technological competition, shifting supply chains, global realignment, and the emerging new world order are transforming investment strategies and opportunities in China.

📅 3 September 2026 (Thursday)
⏰ 6:30 PM – 8:00 PM
📍 CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
📝 1 CPT Hour
💰 HK$100 (CFA Society Hong Kong members or Candidates) / HK$300 (Non-members)

【May 2027 CFA Exams Early Registration to save USD 350】

📢 Early bird registration for the May 2027 CFA exams (Levels I and II) is now open until 14 October 2026. Secure your spot today and save USD 350 on the registration fee! 🔗 https://www.cfainstitute.org/programs/cfa-program

CFA Society Hong Kong supports CFA exam candidates in Hong Kong and Macau every step of the way. From study groups and preparation workshops to exclusive discounts on study materials through our official prep partner, we provide the essential resources to help you conquer the exam. 🔗 https://tinyurl.com/2p9k459n