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Mr. Chris Tse, CFP®

Chairman

Institute of Financial Planners of Hong Kong

Mr. Chris Tse is currently the Head of Greater China Institutional Business at Mirae Asset Global Investments. He is a subject matter expert in designing and offering index/ESG solutions to the investment community throughout his tenure as an Asia regional leader with top 3 global index/ESG data providers.

Before switching his career to index industry, Chris held senior positions at Credit Agricole Asset Management (nowadays Amundi), Franklin Templeton Investments and Manulife where he worked in various areas including fund distribution, investment advisory as well as product management and training.

Mr. Tse acquired two Master degrees from the University of Warwick and Hong Kong University of Science and Technology. He is also a CFP certificant and CFA charterholder.

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Mr. Peter Gregoire

Head of Market Conduct and General Counsel

Insurance Authority

Mr. Peter Gregoire joined the Insurance Authority (“IA”) as General Counsel in September 2018. He assisted in formulating the regulatory instruments to implement the new regulatory regime for insurance intermediaries. Since May 2020, in addition to his role as General Counsel, Peter has been serving as the Head of Market Conduct in the IA, overseeing the IA’s licensing of insurance intermediaries, complaints, conduct supervision, anti-money laundering and enforcement/disciplinary work.

Prior to joining the IA, Peter was General Counsel of one of the largest international general insurers in Hong Kong. Prior to this, he was a solicitor working for international law firms in which he specialized in insurance law, in both London and then Hong Kong. He has over 20 years of experience in the insurance industry.

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Mr. Paul Yu

General Manager (Policy and Regulation)

Mandatory Provident Fund Schemes Authority (MPFA)

Mr Paul Yu is currently General Manager of Policy and Regulation Division, Mandatory Provident Fund Schemes Authority (MPFA). In his current role, Mr Yu is responsible for, among other things, the regulation of MPF products and development of MPF investment policies and regulations.  He has also been involved in the eMPF Platform project.

Prior to joining the MPFA, he has worked in other regulatory bodies and the industry.  He completed his undergraduate education at the University of Hong Kong, and went on to pursue graduate studies at the Hong Kong Polytechnic University and Cardiff University.

Mr Yu is an attorney and counsellor-at-law qualified to practise law in the State of New York, United States (non-practising).

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Mr. Jimmy Au

Product Management Lead

Bowtie Life Insurance Company Limited

Mr. Jimmy Au is a seasoned veteran in managing AI, B2B, and SaaS products. Currently serving as the Product Management Lead at Bowtie, Jimmy is leading the product team in building a world-class digital insurance platform.

Before joining Bowtie, Mr. Au was the Director of Product Management at Salesforce, responsible for overseeing the Service Cloud and Einstein AI product portfolios in the APAC region. Prior to this, he worked at the Silicon Valley office of Salesforce, where he served as the lead PM on the Einstein AI natural language processing (NLP) service, the deep learning platform, and several AI applications. The Einstein AI products are serving more than 250 billion predictions to customers every day.

Mr. Au was a product manager in two early-stage B2B SaaS startups in Silicon Valley, where he was an early member of the product team and participated in their significant growth. He was an early member of the product team in both startups, and participated in Apttus' growth to a 1B+ valuation unicorn and EverString's USD 65M series B fundraising.

Mr. Au holds a Bachelor of Business Administration (Law) from the University of Hong Kong. He also organized multiple talks with startup founders and tech executives from the U.S. and Hong Kong.

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Dr. Louis Cheng, CFP®

Dr. S H Ho Professor of Banking and Finance

Director of Research Centre for ESG cum Director of Research Institute for Business

The Hang Seng University of Hong Kong

Dr. 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.

Dr Cheng is currently a member of the Hospital Governing Committee of Ruttonjee & Tang Shiu Kin Hospitals. Previously, he was a member of the Investment Committee of the Hospital Authority Provident Fund Scheme in which he led the effort in promoting ESG integration for an investment portfolio of about USD 8.7bil. Dr. 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 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.

Dr. Cheng is a subject expert in risk assessment and asset allocation strategies. He has served as a project consultant for multiple banks, institutions and NGOs including the United Nations, Bank of China, Value Partners, Agricultural Bank of China, BCT, Fubon Bank, Charles Schwab, Tai Fook Securities, Investor Education Centre (IEC), SFC, MPFA, HKEx and HKSI.

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Mr. Edwin Cheung, CFP®

Vice Chairman (Finance & Administration)

Institute of Financial Planners of Hong Kong

Mr. Edwin Cheung is currently Vice Chairman (Finance & Administration) and the Chairman of the Education Development Committee for Institute of Financial Planners of Hong Kong. Mr. Cheung has been elected to IFPHK’s Board of Directors since 2018.

Mr. Cheung has extensive experience in the insurance and finance industry and was an award-winning wealth management professional before venturing into the management ranks of the multinational insurance companies.

Mr. Cheung has a passion for sharing his insights and experience on wealth management and financial planning, and has made regular appearances on media interviews and contributions to various columns on financial sections of newspapers and magazines, covering wide ranging topics on wealth management, and extensively on the insurance industry.

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Mr. Steve Chiu, CFP®

Chief Executive Officer - Asset Management

Principal Hong Kong

Mr. Steve Chiu joined Principal as the Chief Executive Officer - Asset Management, Principal Hong Kong in 2022. Principal Hong Kong is made up of multiple legal entities including Principal Asset Management Company (Asia) Limited.

Mr. Chiu is responsible for the overall strategic direction and leadership of business operations within Hong Kong, focusing on the development and distribution of products to meet the unique needs of Hong Kong investors.

Prior to joining Principal, Mr. Chiu served as senior vice president and head of Hong Kong retail at PIMCO Asia. Earlier in his career, he held roles at Manulife, Bosera Asset Management, AIA Wealth Management, HSBC, and Invesco, focused on a variety of functions including retail, sales and marketing, investments, and client solutions.

Mr. Chiu received his bachelor’s degree in Science from the University of Hong Kong and his master’s degree in Business Administration from the HKUST Business School. Mr. Chiu is a Chartered Financial Analyst (CFA). He was also the Chairman of The Institute of Financial Planners of Hong Kong (IFPHK) during 2018 -2020.

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Ms. Marcella Chow

Global Market Strategist

J.P. Morgan Asset Management

Ms. Marcella Chow, Executive Director, is a Global Market Strategist based in Hong Kong. As part of the Global Market Insights Strategy team, she is responsible for formulating and delivering J.P. Morgan Asset Management’s view on the market, economy and investing to both institutional and retail investors across Asia.

Prior to joining J.P. Morgan in 2015, Ms. Chow worked as an Emerging Asia economist at Bank of America Merrill Lynch with a focus on the macroeconomic environment and its implications for investment in equity, interest rate and foreign exchange markets.

Ms. Chow obtained a Bachelor of Science degree in Economics from London School of Economics and Political Science and a Master of Economics from the New York University.

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Dr. Jowin Fung, CFP®

CEO

Kingkey Family Office Limited

Dr. Jowin Fung is the Managing Director & CEO of Kingkey Family Office Limited, Chairman of Forbes Global Alliance – Allfinanz Chapter and also Chairman of the Executive Committee and Executive Director of Reading Dreams Charity Foundation.

Prior to his current assignment, Dr. Fung has taken up the management roles in top-tier multinational financial institutions, including HSBC, Citibank, DBS, ING etc. He has been working as Private Banker of RBS Coutts Bank, Senior Partner of an asset management company which is a subsidiary of National Australia Bank, and Business Development Director of SHK Private.

Dr. Fung has possessed all-rounded and extensive experience across all financial aspects including people and project management, capital markets investment securities and insurance, asset and wealth management.

Dr. Fung was awarded an honorary doctorate in 2019 and holds a Bachelor of Business Administration (Hons) degree from Hong Kong Baptist University. Dr. Fung also is a CFP professional (Hong Kong and China).

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Mr. Thomson Ho

Co-founder and Head of Business Development

Hong Kong-based Insurtech Company 10Life

With over 15 years of work experience in the insurance industry, Mr. Thomson Ho is currently the Co-founder and Head of Business Development of 10Life. He specializes in areas such as corporate strategy, data analysis, customer experience enhancement, and digital sales development, among others, so Mr. Ho and his team founded the Hong Kong-based insurance comparison platform 10Life in 2017. Their vision was to establish an online insurance ecosystem with fair insurance practices that protect the interests of consumers in products, sales, and claims.

Mr. Ho studied computer science in the United States. He specializes in using big data to identify consumer pain points and solve complex business problems for insurance companies. He has been invited to speak at international forums such as the Asian Financial Forum and Hong Kong Fintech Week to share his views on the future of the insurance industry and the evolution of Insurtech. In addition, Mr. Ho has been frequently interviewed by mainstream media to deconstruct the difficulties encountered by insurance consumers and analyze popular market products such as VHIS and QDAP, all aimed at improving consumers' understanding of insurance products and achieving a fair insurance ecosystem.

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Mr. Ray Lee, CFP®

Former Chairman

Institute of Financial Planners of Hong Kong

Mr. Ray Lee has been working in financial service industry over 15 years with solid experience in wealth management. He is currently Vice President at iFast Global Market (HK) Limited. In the meantime, he is the columnist in Hong Kong Economic Journal and Ming Pao and the author of five best-selling personal financial planning books.

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Mr. Paul Pong, CFP®

Vice Chairman (Development)

Institute of Financial Planners of Hong Kong

Mr. Paul Pong is the Managing Director of Pegasus Fund Managers Limited. He has been working in the fund management industry for over 30 years. He is also Member of Advisory Committee of Hang Seng Indexes, Member of Academic and Accreditation Advisory Committee of Securities and Futures Commission, Chairman of Institute of Financial Technologists of Asia Ltd, Founder of Institute of ESG & Benchmark, Invited Specialist / Consultant Of Wealth Management Cooperation Committee - Asian Financial Cooperation Association, Member of HK Academy of Finance, Vice Chairman & Broad Member The HK Institute of Financial Analysts and Professional Commentators and Advisory Committee Member - Master of Science in Finance (FinTech and Financial Analytics) of Hong Kong Baptist University.

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Mr. Gollum Shau, CFP®

Chief Executive Officer, Hong Kong

Grandtag Financial Consultancy & Insurance Brokers Ltd

Mr. Gollum Shau has over 30 years extensive legacy planning and solution designing experience including more than 20 years of experience in North Asia and 10 years in Canada.

Prior to joining Grandtag, he was the Assistant General Manager of a multi-national life insurance company leading a team of 1,000 financial planners. He specialized in providing legacy solutions including life insurance and counselling services to HNW and Ultra HNW families.

Mr. Shau is the Founding Member of the Board of Directors of IFPHK and Immediate Past President, LOMA Society of Hong Kong.

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Mr. Raphael P. Young

Regional Managing Director

Head of Financial Services, APAC

EPAM

Mr. Raphael P. Young is the Managing Director, Head of Financial Services APAC for EPAM. He has over 25 years of insurance, management consulting and enterprise software experience. He has worked in London, Hong Kong, Singapore, Indonesia and the APAC region providing consulting services in strategy, operations, and technology helping financial services institutions to improve, innovate and transform.

Mr. Young has worked in leading financial institutions, technology companies and “Big 4” management consulting firms. He is a trusted advisor to clients bringing on the right expertise and solutions from EPAM to fulfil their requirements.

Mr. Young has also served the insurance industry as the Ambassador of the International Insurance Society (IIS) for the Asia Pacific Region to promote growth, resilience, and innovation.

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Mr. Samuel Yung, SBS, MH, JP, CFP®

Vice Chairman

Committee for Economic Affairs, CPPCC National Committee

Mr. Samuel Yung currently serves as Executive District Director And Honourable Advisor of AIA International Limited.  He is Vice Chairman of the Committee for Economic Affairs, Chinese People's Political Consultative Conference (CPPCC) National Committee, Member of the Economic Advancement Expert Group, Chief Executive’s Policy Unit (CPEU) and Founding President of Hong Kong Professionals and Senior Executives Association.  He holds an EMBA from The Hong Kong University of Science and Technology and various professional qualifications, including CFPCertification, RFC, FChFP and ChLP.

Mr. Yung has been working in the insurance sector for over 40 years.  He was President of the Life Underwriters Association of Hong Kong (LUAHK) and the General Agents and Managers Association of Hong Kong (GAMAHK).  He was also Chairman of Asia Pacific Financial Services Association (APFinSA; previously known as the Asia Pacific Life Insurance Council).

Mr. Yung has received many honours and awards including Hong Kong’s “Ten Outstanding Young Persons” in 1994, “The China Insurance Person of the Year 2011”in 2012, “LUAHK Industry Achievement Award” in 2015, “Hall of Honor” by GAMA International and “Forbes China。RFP China Outstanding Contribution Award” in 2017, “Lifetime Achievement Award” by the 7th Asia Trusted Life Agents & Advisers Awards 2022 and Global Insurance Technology “Lifetime Achievement Award＂ by Tianjin Finance & JRJ.com in 2022.

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