About IFTA
Founded by a group of finance and technology professionals as a non-profit organisation in 2017 in Hong Kong, the Institute of Financial Technologists of Asia (IFTA) aims to lead the global development of FinTech talent with the highest standards of ethics, education and professional conduct.
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IFTA’s professional FinTech community​

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The Institute of Financial Technologists of Asia (IFTA) is the only CFT certification body in Asia. It is also a non-profit organisation with a mission and a vision to nurture global FinTech talent with the highest standards of ethics, education, and professional conduct. You can join this supportive professional community even if you do not join the CFT. There are two membership grades for individuals and one for organisations.

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Committee

Founders & Vice-chairman

Mr. Paul Pong

Mr. Pong is a graduate of the Chinese University of Hong Kong with a B.Sc. and a EMBA degree. He is a CERTIFIED FINANCIAL PLANNERcM certificant and Holder of Qualified Retirement Adviser. He was granted a “World Outstanding Chinese Award” by “World Outstanding Chinese Association ” in 2006, “Capital Leaders of Excellence 2007 Awards” and “100% HK Branding Award 2018”. 

Mr. Pong has very solid experience in traditional funds, hedge funds and venture capital. Mr. Pong is a regular contributor on financial/investment issues to the Hong Kong Economic Journal, Capital Magazine and author of a number of books on investment. He has always been invited as a guest speaker for financial training courses and investors’ education in PRC, HK, Taiwan and other Asian regions. He has made many financial comments as to when and where to invest in many occasions and in many leading newspapers and magazines in Hong Kong and Mainland China, TV and radio programs in the Asian region.

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Mr. Wilson Kwok

Mr. Wilson C. Kwok graduated from University of Aberdeen, United Kingdom in 1986 with a MA Honours Degree in Accountancy with Economics together with a prize, for being the top student in Accountancy class. After his graduation, he joined KPMG, Edinburgh, UK Office for his Chartered Accountancy training and qualified as a chartered accountant in 1989. 

Mr. Kwok is a Fellow Member of the Hong Kong Institute of Certified Public Accountants. He is also a member of the Institute of Chartered Accountants of Scotland.  He was the Founding Executive Committee Member and Honorary Treasurer of the Institute of Financial Planners of Hong Kong (“IFPHK”). Besides his achievements in academics and business activities, he holds a number of positions in various Professional Associations and Charitable activities.  

Mr. Kwok has extensive experience in finance, auditing, international tax planning, financial management, consulting advisory, IPO arrangement, corporate finance and professional training etc.  He was a committee member of the Hong Kong Institute of Certified Public Accountants – PRC Technical Committee in 1994 for the preparation and overseeing the listing of the first batch of nine PRC “H” share companies in Hong Kong. 

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About

Mr. Andy Chung

Andy has over 20 years of experience providing environmental data management solutions to both the public and private sectors in Asia. A combined electronic and environmental engineer, Andy is particularly interested in identifying areas where information and communication technologies (ICT) can be adopted for better efficiency, effectiveness and sustainable development.

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Mr. Darron Sun

Darron graduated from Deakin University with a major in Computer Science and obtained both Master of Science in Information Systems and Master of Business Administration from The Hong Kong Polytechnic University.  Darron is CPA (Australia), CMA (Australia), Fellow of Institute of Public Accountants (FIPA), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Systems Security Professional (CISSP) and Certified in Risk Management Assurance (CRMA).

 

He is actively participate in public services including Acting Deputy Chief Supervisor of Hong Kong Road Safety Patrol, Chartered Member of Lions Club of Hong Kong IFC, Committee Member of Course Advisory Committee of IT Discipline of VTC, Departmental Advisory Committee Member of Applied Mathematics of The Hong Kong Polytechnic University, Moderator of HKIB Cybersecurity Exam, Vice Chairman for Committee of IT & Telecommunication of CMA Australia (HK), Executive Committee Member of Hong Kong Computer Society iLEAP program, IT Committee Member of The Institute of Internal Auditors (IIA) Hong Kong Chapter, Academic Relations Committee Member of ISACA Hong Kong Chapter, and registered speaker of (ISC)2’s Safe and Secure Online (SSO) Program, etc.

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Council Members

Aris Stouraitis

Professor Aristotelis Stouraitis

Professor Aristotelis Stouraitis is Professor of Finance and Head of the Department of Finance and Decision Sciences and Director of the Centre for Corporate Governance and Financial Policy at Hong Kong Baptist University. He was previously with City University of Hong Kong during 2000-2010.

He holds Bachelor’s degrees in economics, accounting and finance from the American College of Greece, MSc in management from INSEAD (France), and PhD in finance from Imperial College London (United Kingdom).

His research interests are in corporate finance, with emphasis on corporate restructuring and corporate governance. His research has been published in the Journal of Financial Economics, the Journal of Financial and Quantitative Analysis, the Review of Finance, and other international academic journals. He has made presentations in conferences organized by the U.S. National Bureau of Economic Research (NBER), Harvard Business School, the European Finance Association, the Asian Finance Association, and in more than 30 other international academic conferences worldwide. His research or commentary has been quoted in media outlets in North and South America, Europe, and Hong Kong, including Bloomberg, The Economist magazine, and the leading German financial daily newspaper, Handelsblatt.

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About

Ms. Ashley Khoo

Ms Khoo, CFA, CPA, is an asset management and investment banking professional with comprehensive buy-side and sell-side experience, inclusive of portfolio management, fundamental/quantitative/pre-deal research covering Asian and China markets, multi-asset class investment, and Big 4 financial advisory with financial institutions in Hong Kong and New York. She is a Board Member of The Hong Kong Society of Financial Analysts, Honorary Advisor and Investigation Committee Member of Financial Reporting Council, and CFA Institute’s Presidents Council Governance Committee Member. Ms Khoo served as the President of The Hong Kong Society of Financial Analysts from 2016 to 2018.

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Brian Chiang

Mr. Brian Chiang

Ms. Cynthia Tang

Ms Cynthia Tang is the Executive Director of iFAST Financial (HK) Limited. She heads the Operations, IT and Fintech Solutions teams and manages over 40 staff across iFAST’s regional offices. Ms Tang has been with the iFAST Group since 2006, having joined iFAST Malaysia as an IT Specialist supporting the IT application development for Singapore and Hong Kong’s wealth management platform. She played an instrumental role in rolling out iFAST Hong Kong’s B2B platform, as well as the post-acquisition system migration of ING Platform Services.

Ms Tang has developed extensive and in-depth knowledge about system architecture, technologies and backend processing, including securities and cash processes in regulatory environments. Before joining iFAST, Cynthia was an IT developer with Symphony Xen Solutions Sdn Bhd and Motorola Malaysia. She holds a first class honours degree from University of Malaya (Malaysia) in Computer Science.

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Mr. Darron Sun

Darron graduated from Deakin University with a major in Computer Science and obtained both Master of Science in Information Systems and Master of Business Administration from The Hong Kong Polytechnic University.  Darron is CPA (Australia), CMA (Australia), Fellow of Institute of Public Accountants (FIPA), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Systems Security Professional (CISSP) and Certified in Risk Management Assurance (CRMA).

 

He is actively participate in public services including Acting Deputy Chief Supervisor of Hong Kong Road Safety Patrol, Chartered Member of Lions Club of Hong Kong IFC, Committee Member of Course Advisory Committee of IT Discipline of VTC, Departmental Advisory Committee Member of Applied Mathematics of The Hong Kong Polytechnic University, Moderator of HKIB Cybersecurity Exam, Vice Chairman for Committee of IT & Telecommunication of CMA Australia (HK), Executive Committee Member of Hong Kong Computer Society iLEAP program, IT Committee Member of The Institute of Internal Auditors (IIA) Hong Kong Chapter, Academic Relations Committee Member of ISACA Hong Kong Chapter, and registered speaker of (ISC)2’s Safe and Secure Online (SSO) Program, etc.

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Mr. Eric Poon

 

 

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Eva Kwok

Ms. Eva Kwok

Mr. Fred Ngan

Fred is the co-Founder & co-CEO of Bowtie, the Hong Kong’s first virtual insurer. Built with modern technology and medical expertise, Bowtie offers life and health insurance protection to customers instantly and directly. Bowtie closed HKD 234 million Series A funding from Sun Life Hong Kong Limited. 

 

Fred is a serial entrepreneur who previously co-founded Coherent Capital Advisors Limited and Seasonalife Limited, two insurtech companies. He has over 13 years of experience in the insurance and consulting in Hong Kong, Canada, the United States, and the United Kingdom. 

 

Fred is a Council Member and Chairman of Insurtech at Institute of Financial Technologists of Asia (IFTA). He is a Fellow of the Society of Actuaries (FSA), Honorary Fellow of the Financial Technologists (FFT) and a Member of Insurance Authority’s Future Task Force. 

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Dr. George Lam

Dr. George LAM is Non-Executive Chairman – Hong Kong and ASEAN Region and Chief Adviser to Macquarie Infrastructure and Real Assets Asia. He has served in leadership roles (including Chairman, Vice Chairman, Managing Director, CEO, COO and General Manager) with several leading multinational corporations including Hong Kong Telecom, A.T. Kearney, Singapore Technologies Telemedia (Temasek Holdings), BOC International Holdings (the Bank of China group), Chia Tai Enterprises International Limited (CP Group) and Macquarie Capital. 

 

Dr. Lam holds a BSc in Sciences and Mathematics, an MSc in Systems Science and an MBA from the University of Ottawa in Canada; an LLB (Hons) in law from Manchester Metropolitan University in the UK, a LLM in Law from the University of Wolverhampton in the UK; an MPA and a PhD from the University of Hong Kong. He is also a Solicitor of the High Court of Hong Kong (and formerly a member of the Hong Kong Bar); an Accredited Mediator of the Centre for Effective Dispute Resolution; a Fellow of Certified Management Accountants (CMA) Australia, the Institute of Public Accountants, the Institute of Financial Accountants, the Hong Kong Institute of Arbitrators, and the Hong Kong Institute of Directors.

 

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About

Ms. Juliana Lam

Ms. Juliana Lam is the former CEO of HSBC Life Insurance. She is also the  former Executive Committee member and IFPHK president for 2005/2006 and Examination Committee in 2017/2018.

During her  tenure at IFPHK, she helped to build CFP certification into a well-recognized professional qualification that upholds the highest professional standards to protect the consumer public. She  actively participated in various committees and proactively lobbied support from corporations and individuals to support IFPHK’s vision and mission objectives.

In 2007, she  was nominated and subsequently elected to serve as part of the international Board of FPSB Ltd, where she was responsible in maintaining and upholding the international standards of CFP certification licensees worldwide. Over her two-year tenure, she committed over four weeks of her leave every year to fulfill her duties, and have personally gained from the global exposure. She  believed that this is a unique experience that she can offer to IFPHK as it looked  to establish internationally-recognized standards.

mentoring his company staff.  

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Mr. Ken Wong

Ken Wong is the Chairman & Co-founder of BIBO. Established in 2000, BIBO — a specialist company in accounts receivable management — helps corporates turn debts into cash, with empathy and compassion as core values.  Inspired by what he learnt from his career spanning Citibank, American Express, a local bank and several start-ups, he ventured into this ever-growing industry. An innovative thinker with a philanthropic heart, Ken is the guru and leader in branding, digital transformation and corporate sustainability within his company.

Grateful for his education from the Chinese University of Hong Kong, he has been campaigning for scholarships and donations to his alma mater.  A key member of a Lions Club he co-founded in 2004, he has been an active participant in many philanthropic activities promoting the well-being of Hong Kong.

Ken loves scuba diving, travelling and hiking around the world.  Teaching his four grandchildren to dive and living a happy life are his principal focus, on top of mentoring his company staff.  

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Dr Miranda Lou

Dr. Miranda Lou

Dr Miranda Lou is Executive Vice President of The Hong Kong Polytechnic University, responsible for planning and management of the University’s resources and affairs. The scope of her responsibility covers finance; human resources; information technology; campus development & facilities management; knowledge transfer & entrepreneurship; mainland, alumni, communications & public affairs; subsidiaries management; and legal & governance.

Dr Lou is currently board director of Logistics and Supply Chain MultiTech R&D Centre, and member of Hong Kong Housing Authority, Standing Commission on Civil Service Salaries & Conditions of Service, Insurance Appeals Tribunal, and Hong Kong Logistics Development Council. She also served as Vice-Chairman of Hong Kong Liner Shipping Association and committee member of Hong Kong General Chamber of Commerce, Hong Kong Management Association, Greater Pearl River Delta Business Council and Vocational Training Council.

Dr Lou received her Doctor of Business Administration degree from The Hong Kong Polytechnic University, Master of Business Administration from The Chinese University of Hong Kong, Master of Science in Financial Management from the University of London, and Bachelor of Arts from The University of Hong Kong.

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Mr. Paul Pong

Mr. Pong is a graduate of the Chinese University of Hong Kong with a B.Sc. and a EMBA degree. He is a CERTIFIED FINANCIAL PLANNERcM certificant and Holder of Qualified Retirement Adviser. He was granted a “World Outstanding Chinese Award” by “World Outstanding Chinese Association ” in 2006, “Capital Leaders of Excellence 2007 Awards” and “100% HK Branding Award 2018”. 

Mr. Pong has very solid experience in traditional funds, hedge funds and venture capital. Mr. Pong is a regular contributor on financial/investment issues to the Hong Kong Economic Journal, Capital Magazine and author of a number of books on investment. He has always been invited as a guest speaker for financial training courses and investors’ education in PRC, HK, Taiwan and other Asian regions. He has made many financial comments as to when and where to invest in many occasions and in many leading newspapers and magazines in Hong Kong and Mainland China, TV and radio programs in the Asian region.

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About

Mr. Rogers Chan

Former Fintech leader of Hong Kong Securities and Futures Commission (SFC) , significantly contributed in various in-depth Fintech policy research and strategic frameworks on blockchain securities and crypto-assets since 2012.

Former Founding member of the SFC Fintech Contact Point and Ex-officio of the SFC Fintech Advisory Group and HK Insurance Authority Future Task Force.

Over 20 years’ experience of financial regulators, investment banking and venture investment specializing in strategic management, data analytics, management and Fintech regulatory compliance.

Graduated from HKUST BBA (ISMT) and holder of HKICPA/QP with quadruple Master degrees in finance (SOAS, London), investment management (HKUST), accountancy (CUHK) and laws (Wolverhampton).

Managing Partner of ImpactInvest invested on various Fintech and blockchain asset projects.

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About

Dr. Terence Chan

With 27 years of real estate investment & acquisition experience in the regional capital market, Dr. Chan had participated in over 22 landmark mix-used complexes and closed over US$2 billion corporate deals during his senior executive tenure in Grosvenor Asia Pacific and Tianjin Development. 

 

He also founded Howah Capital and HSL Capital which focus on investment & financial advisory services in the segments of real estate and mobile internet application. In the past 6 years with HSL Capital, he had successfully completed transactions valued over US$1 billion and the AUM is now over more than US$600 million. He is also the founder of Howard Technology Venture which mainly develops SME investment business related to environmental applications, smart cities and fintech, and assists corresponding companies in market development, corporate governance and capital operation aiming for future listing. 

 

Dr. Chan also widely engaged in public service, he is now Council Member of HKBU, Adjunct Associate Professor of Department of Real Estate and Construction in HKU, Member of Committee on REITs of SFC, Member of VTC Business Administration Discipline Advisory Board and Member of Advisory Committee on Graduate Employment of HSUHK.

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Mr. Wilson Kwok

Mr. Wilson C. Kwok graduated from University of Aberdeen, United Kingdom in 1986 with a MA Honours Degree in Accountancy with Economics together with a prize, for being the top student in Accountancy class. After his graduation, he joined KPMG, Edinburgh, UK Office for his Chartered Accountancy training and qualified as a chartered accountant in 1989. 

Mr. Kwok is a Fellow Member of the Hong Kong Institute of Certified Public Accountants. He is also a member of the Institute of Chartered Accountants of Scotland.  He was the Founding Executive Committee Member and Honorary Treasurer of the Institute of Financial Planners of Hong Kong (“IFPHK”). Besides his achievements in academics and business activities, he holds a number of positions in various Professional Associations and Charitable activities.  

Mr. Kwok has extensive experience in finance, auditing, international tax planning, financial management, consulting advisory, IPO arrangement, corporate finance and professional training etc.  He was a committee member of the Hong Kong Institute of Certified Public Accountants – PRC Technical Committee in 1994 for the preparation and overseeing the listing of the first batch of nine PRC “H” share companies in Hong Kong. 

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About

Mr. Dicky Lo

Mr Lo is a seasoned banker , working in different banks and financial institutions for 48 years , including The HSBC Hong Kong , Barclays Bank , BBVA and the China construction bank Hong Kong Branch as Deputy general manager . The last work assignment is CEO of The Chinese Gold and Silver Exchange.

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About

Mr. Dicky Yip

Mr. Yip, Chairman of Ping On OneConnect Bank, had served the HSBC Group for 47 years with working experiences in Hong Kong, London, China and USA. He had been appointed as General Manager of HSBC and Chief Executive of China Business, Director of Bank of Shanghai, Director of Ping An Insurance and Ping An Bank, Executive Vice President of Bank of Communications. Mr. Yip was also former Chief Representative Asia Pacific of Institute of International Finance.

 

Mr. Yip received the Bronze Bauhinia Star awarded by the Hong Kong Special Administrative Region Government and the MBE by the British Government. He was named Ten Outstanding Young Persons of Hong Kong in 1984. He served two terms as a member of Shanghai Committee of the Chinese People’s Political Consultative Conference (CPPCC). He is also an Independent Director of Sun Hung Kai Properties Ltd., SF Express Co Ltd. He is an honorary advisor to The Hong Kong Institute of Bankers and associated member of the Chartered Institute of Bankers, London.

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About

Dr. Dorothy Chau

Dr. Chau is currently the Director of Hong Kong, Macao, and Cross-border Financial Affairs at Tencent. Before joining Tencent, she was a Senior Lecturer at the HK Baptist University, within the School of Business. Dr. Chau was also the Director of the new Master in Finance (FinTech and Financial Analytics), bringing together the best minds and leaders in Finance, FinTech, A.I., RegTech, Privacy and Cybersecurity. With over 8 years in this space, Dr. Chau is a seasoned FinTech professional with a strong reputation as being an industry and academic liaison. Dr. Chau’s deep industry connections has allowed her to bring the biggest and best organizations from Tencent, Alipay, IBM, UBS, BNP Paribas, Ant Financial, Deloitte, Ping An Bank, Crypto.com and others to work with her to integrate content into her programmes, where she has successfully built industry-academic collaboration.  She is also the advisor and chairman of the Data Privacy Special Interest Group of the Institute of Financial Technologists of Asia (IFTA) and the founding council member and chairman of the blockchain education committee of the Hong Kong Blockchain Development Association (HKBCDA).

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About

Dr. Henry Chan

Dr Henry Chan received his B.A. and M.A. degrees from the University of Cambridge, England, and his Ph.D. degree from the University of British Columbia, Canada. He is currently an Associate Professor and Associate Head of the Department of Computing, The Hong Kong Polytechnic University (PolyU). He has co-authored a textbook on e-commerce and research papers in various journals.

 

Dr Chan was the recipient of the 2015 IEEE Computer Society Computer Science and Engineering Undergraduate Teaching Award (“for outstanding contributions to computing education through teaching, mentoring students and service to the education community”). At PolyU, he has received four President’s Awards.

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Mr. Yu Pui Hang

Mr. Yu Pui Hang is the principal partner of L & Y Law Office and Henry Yu & Associates. His areas of expertise include blockchain, commercial law, corporate and commercial transactions and foreign and cross-border investments. Mr. Yu is a member of the Innotech Committee (formerly known the Technology Committee) of the Law Society of Hong Kong, and has also been appointed as the Hon. Legal Advisor to the Hong Kong Federation of Innovation and Invention, Hon. Legal Advisor to the Hong Kong International Blockchain & Financial Association, Hon. Legal Advisor to the Institute of Financial Technologies of Asia and Hong Legal Advisor to the Bitcoin Association of Hong Kong. From time to time, Henry represents the Bitcoin Community at meetings with the Legislative Council Members, the HKMA and the FTSB.

Mr. Yip received the Bronze Bauhinia Star awarded by the Hong Kong Special Administrative Region Government and the MBE by the British Government. He was named Ten Outstanding Young Persons of Hong Kong in 1984. He served two terms as a member of Shanghai Committee of the Chinese People’s Political Consultative Conference (CPPCC). He is also an Independent Director of Sun Hung Kai Properties Ltd., SF Express Co Ltd. He is an honorary advisor to The Hong Kong Institute of Bankers and associated member of the Chartered Institute of Bankers, London.

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About

Mr. Lawrence Jao

Lawrence Jao is the managing director of Unicorn Securities Company. With over 20 years experiences in securities and asset management area, Mr. Jao has held the following positions: managing director of Concord HK, managing director of Primasia  Securities Investment trust company (SITC), managing director of Barits SITC, President of Fuhwa Financial advisory Company, President of Central SITC, head of corporate finance in Peregrine Taiwan, managing director of Polaris HK. From 1989 to 1993, Mr. Jao was the specialist at various divisions in Taiwan SEC, including Listing, Enforcement, SITC, Research and Futures.

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Mr. Stephen Suen

Mr. Stephen Suen is a practicing barrister at Olympia Chambers.  His expertise is litigation and provision of legal advice on SFC related matters including investigation, disciplinary proceedings, insider dealing and market manipulation. Prior to practicing law, Mr. Suen served at the Commercial Crime Bureau (CCB) and the SFC for 22 years where he was a director of enforcement at SFC (1999-2007). Mr. Suen was deputy managing director and executive director of Upbest Group Limited (2007-2012), supervised 4 licensed corporations, seven types of regulated activities and corporate governance.  He also appeared before Market Misconduct Tribunal (MMT), Securities and Futures Appeal Tribunal (SFAT) and various levels of court. Mr. Suen received his degree of Juris Doctor and PCLL from the CityU and has been an INED of Sino-Ocean Group Holding Ltd since December 2015.

Dr Chan was the recipient of the 2015 IEEE Computer Society Computer Science and Engineering Undergraduate Teaching Award (“for outstanding contributions to computing education through teaching, mentoring students and service to the education community”). At PolyU, he has received four President’s Awards.

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Mr. Sanjay Bhandari

Sanjay is the Chief Executive Officer of The Certificate in Finance and Technology. He is a globally recognized leader in the technology space of financial companies. He has developed and delivered training programs in finance and technology for world leading organizations such as Credit Suisse, Nomura, RBS, Barclays, Fidelity and JP Morgan, for over 10 years. Before this, Sanjay managed the eTrading platform at Bank of America and worked at Merrill Lynch London where he built and maintained trading and risk platforms for their rates desk.

Mr. Yip received the Bronze Bauhinia Star awarded by the Hong Kong Special Administrative Region Government and the MBE by the British Government. He was named Ten Outstanding Young Persons of Hong Kong in 1984. He served two terms as a member of Shanghai Committee of the Chinese People’s Political Consultative Conference (CPPCC). He is also an Independent Director of Sun Hung Kai Properties Ltd., SF Express Co Ltd. He is an honorary advisor to The Hong Kong Institute of Bankers and associated member of the Chartered Institute of Bankers, London.

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Mainland China Committee

About

Dr. Terence Chan

With 27 years of real estate investment & acquisition experience in the regional capital market, Dr. Chan had participated in over 22 landmark mix-used complexes and closed over US$2 billion corporate deals during his senior executive tenure in Grosvenor Asia Pacific and Tianjin Development. 

 

He also founded Howah Capital and HSL Capital which focus on investment & financial advisory services in the segments of real estate and mobile internet application. In the past 6 years with HSL Capital, he had successfully completed transactions valued over US$1 billion and the AUM is now over more than US$600 million. He is also the founder of Howard Technology Venture which mainly develops SME investment business related to environmental applications, smart cities and fintech, and assists corresponding companies in market development, corporate governance and capital operation aiming for future listing. 

 

Dr. Chan also widely engaged in public service, he is now Council Member of HKBU, Adjunct Associate Professor of Department of Real Estate and Construction in HKU, Member of Committee on REITs of SFC, Member of VTC Business Administration Discipline Advisory Board and Member of Advisory Committee on Graduate Employment of HSUHK.

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Professional Qualification and Training Committee

About

Dr. Terence Chan

With 27 years of real estate investment & acquisition experience in the regional capital market, Dr. Chan had participated in over 22 landmark mix-used complexes and closed over US$2 billion corporate deals during his senior executive tenure in Grosvenor Asia Pacific and Tianjin Development. 

 

He also founded Howah Capital and HSL Capital which focus on investment & financial advisory services in the segments of real estate and mobile internet application. In the past 6 years with HSL Capital, he had successfully completed transactions valued over US$1 billion and the AUM is now over more than US$600 million. He is also the founder of Howard Technology Venture which mainly develops SME investment business related to environmental applications, smart cities and fintech, and assists corresponding companies in market development, corporate governance and capital operation aiming for future listing. 

 

Dr. Chan also widely engaged in public service, he is now Council Member of HKBU, Adjunct Associate Professor of Department of Real Estate and Construction in HKU, Member of Committee on REITs of SFC, Member of VTC Business Administration Discipline Advisory Board and Member of Advisory Committee on Graduate Employment of HSUHK.

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Membership Committee

About

Dr. Dorothy Chau

Dr. Chau is currently the Director of Hong Kong, Macao, and Cross-border Financial Affairs at Tencent. Before joining Tencent, she was a Senior Lecturer at the HK Baptist University, within the School of Business. Dr. Chau was also the Director of the new Master in Finance (FinTech and Financial Analytics), bringing together the best minds and leaders in Finance, FinTech, A.I., RegTech, Privacy and Cybersecurity. With over 8 years in this space, Dr. Chau is a seasoned FinTech professional with a strong reputation as being an industry and academic liaison. Dr. Chau’s deep industry connections has allowed her to bring the biggest and best organizations from Tencent, Alipay, IBM, UBS, BNP Paribas, Ant Financial, Deloitte, Ping An Bank, Crypto.com and others to work with her to integrate content into her programmes, where she has successfully built industry-academic collaboration.  She is also the advisor and chairman of the Data Privacy Special Interest Group of the Institute of Financial Technologists of Asia (IFTA) and the founding council member and chairman of the blockchain education committee of the Hong Kong Blockchain Development Association (HKBCDA).

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Ethical and Professional Standards Committee

About

Mr. Dicky Lo

Mr Lo is a seasoned banker , working in different banks and financial institutions for 48 years , including The HSBC Hong Kong , Barclays Bank , BBVA and the China construction bank Hong Kong Branch as Deputy general manager . The last work assignment is CEO of The Chinese Gold and Silver Exchange.

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About

Dr. Dorothy Chau

Dr. Chau is currently the Director of Hong Kong, Macao, and Cross-border Financial Affairs at Tencent. Before joining Tencent, she was a Senior Lecturer at the HK Baptist University, within the School of Business. Dr. Chau was also the Director of the new Master in Finance (FinTech and Financial Analytics), bringing together the best minds and leaders in Finance, FinTech, A.I., RegTech, Privacy and Cybersecurity. With over 8 years in this space, Dr. Chau is a seasoned FinTech professional with a strong reputation as being an industry and academic liaison. Dr. Chau’s deep industry connections has allowed her to bring the biggest and best organizations from Tencent, Alipay, IBM, UBS, BNP Paribas, Ant Financial, Deloitte, Ping An Bank, Crypto.com and others to work with her to integrate content into her programmes, where she has successfully built industry-academic collaboration.  She is also the advisor and chairman of the Data Privacy Special Interest Group of the Institute of Financial Technologists of Asia (IFTA) and the founding council member and chairman of the blockchain education committee of the Hong Kong Blockchain Development Association (HKBCDA).

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Investment Committee

About

Ms. Ashley Khoo

Ms Khoo, CFA, CPA, is an asset management and investment banking professional with comprehensive buy-side and sell-side experience, inclusive of portfolio management, fundamental/quantitative/pre-deal research covering Asian and China markets, multi-asset class investment, and Big 4 financial advisory with financial institutions in Hong Kong and New York. She is a Board Member of The Hong Kong Society of Financial Analysts, Honorary Advisor and Investigation Committee Member of Financial Reporting Council, and CFA Institute’s Presidents Council Governance Committee Member. Ms Khoo served as the President of The Hong Kong Society of Financial Analysts from 2016 to 2018.

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About

Mr. Albert Yip

Albert Yip is the Chairman of Syndicate Capital and has been appointed as the Chief Strategy Officer at BOA International Financial Group in Jan 2020. Mr. Yip has over 30 years of banking and financial services experience leading strategic planning, corporate finance, internal audit, operations, risks management, compliance and regulatory functions in multi-national corporations.

During the past three decades, Mr. Yip was appointed as CEO, CFO, CAE and other C-Suite positions across Asia Pacific and the United States by Fortune 500 leaders in the banking and financial sectors. Mr. Yip was the Senior Vice President and Asia Pacific Regional Head of Corporate Audit at State Street Corporation (the world’s largest custodian bank responsible for USD 33.3 trillion of global assets). Mr. Yip was also the Asia Head of Audit Services at Manulife Financial (ranked #1 in best corporate governance financial institution in Canada). He served other senior management roles in Bitex, Online Credit and Westpac Bank.

Mr. Yip holds the MSc (Information System), and earned FCPA (Aust.), CRMA, FCMA and Forensic CPA designations. Among his public duties in professional bodies, he currently serves as the Conventor of Investment Committee at IFTA, promoting the development and investment in fintech. Mr. Yip is also appointed to the Task Forces of Banking & Finance of United Nations ESCAP, responsible for ESG investing, fintech development and responsible banking. Previously, Mr. Yip was the Governor and Chairman of Professional Development Committee of the Institute of Internal Auditors Hong Kong (2016-2019) and the Chairman of the Financial Services Committee of CPA Australia (2015-2018).

For community services, Mr. Yip is the first honoree in Asia to receive the WACE Award for his achievement and contribution to university students’ career developments on a global basis. Currently, Mr. Yip serves as the Charter President of Lions Club of HK IFC and Honorary Strategy Director of iCare. In 2019, he was awarded with the Medal of Honour (MH) by Peru Government for his important contribution to the trade and cultural exchange between Peru and China.

Corporation.

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About

Mr. Rogers Chan

Former Fintech leader of Hong Kong Securities and Futures Commission (SFC) , significantly contributed in various in-depth Fintech policy research and strategic frameworks on blockchain securities and crypto-assets since 2012.

Former Founding member of the SFC Fintech Contact Point and Ex-officio of the SFC Fintech Advisory Group and HK Insurance Authority Future Task Force.

Over 20 years’ experience of financial regulators, investment banking and venture investment specializing in strategic management, data analytics, management and Fintech regulatory compliance.

Graduated from HKUST BBA (ISMT) and holder of HKICPA/QP with quadruple Master degrees in finance (SOAS, London), investment management (HKUST), accountancy (CUHK) and laws (Wolverhampton).

Managing Partner of ImpactInvest invested on various Fintech and blockchain asset projects.

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Young Professional Committee

Mr. Brian Chiang

Mr. Nic Tam

Taiwan Group

About

Mr. Lawrence Jao

Lawrence Jao is the managing director of Unicorn Securities Company. With over 20 years experiences in securities and asset management area, Mr. Jao has held the following positions: managing director of Concord HK, managing director of Primasia  Securities Investment trust company (SITC), managing director of Barits SITC, President of Fuhwa Financial advisory Company, President of Central SITC, head of corporate finance in Peregrine Taiwan, managing director of Polaris HK. From 1989 to 1993, Mr. Jao was the specialist at various divisions in Taiwan SEC, including Listing, Enforcement, SITC, Research and Futures.

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Macau Group

About

Mr. Dicky Lo

Mr Lo is a seasoned banker , working in different banks and financial institutions for 48 years , including The HSBC Hong Kong , Barclays Bank , BBVA and the China construction bank Hong Kong Branch as Deputy general manager . The last work assignment is CEO of The Chinese Gold and Silver Exchange.

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RegTech Group

Mr. Yu Pui Hang

Mr. Yu Pui Hang is the principal partner of L & Y Law Office and Henry Yu & Associates. His areas of expertise include blockchain, commercial law, corporate and commercial transactions and foreign and cross-border investments. Mr. Yu is a member of the Innotech Committee (formerly known the Technology Committee) of the Law Society of Hong Kong, and has also been appointed as the Hon. Legal Advisor to the Hong Kong Federation of Innovation and Invention, Hon. Legal Advisor to the Hong Kong International Blockchain & Financial Association, Hon. Legal Advisor to the Institute of Financial Technologies of Asia and Hong Legal Advisor to the Bitcoin Association of Hong Kong. From time to time, Henry represents the Bitcoin Community at meetings with the Legislative Council Members, the HKMA and the FTSB.

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About

Mr. Rogers Chan

Former Fintech leader of Hong Kong Securities and Futures Commission (SFC) , significantly contributed in various in-depth Fintech policy research and strategic frameworks on blockchain securities and crypto-assets since 2012.

Former Founding member of the SFC Fintech Contact Point and Ex-officio of the SFC Fintech Advisory Group and HK Insurance Authority Future Task Force.

Over 20 years’ experience of financial regulators, investment banking and venture investment specializing in strategic management, data analytics, management and Fintech regulatory compliance.

Graduated from HKUST BBA (ISMT) and holder of HKICPA/QP with quadruple Master degrees in finance (SOAS, London), investment management (HKUST), accountancy (CUHK) and laws (Wolverhampton).

Managing Partner of ImpactInvest invested on various Fintech and blockchain asset projects.

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About

Mr. Stephen Suen

Mr. Stephen Suen is a practicing barrister at Olympia Chambers.  His expertise is litigation and provision of legal advice on SFC related matters including investigation, disciplinary proceedings, insider dealing and market manipulation. Prior to practicing law, Mr. Suen served at the Commercial Crime Bureau (CCB) and the SFC for 22 years where he was a director of enforcement at SFC (1999-2007). Mr. Suen was deputy managing director and executive director of Upbest Group Limited (2007-2012), supervised 4 licensed corporations, seven types of regulated activities and corporate governance.  He also appeared before Market Misconduct Tribunal (MMT), Securities and Futures Appeal Tribunal (SFAT) and various levels of court. Mr. Suen received his degree of Juris Doctor and PCLL from the CityU and has been an INED of Sino-Ocean Group Holding Ltd since December 2015.

Dr Chan was the recipient of the 2015 IEEE Computer Society Computer Science and Engineering Undergraduate Teaching Award (“for outstanding contributions to computing education through teaching, mentoring students and service to the education community”). At PolyU, he has received four President’s Awards.

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AI Group

Mr. Raymond Chan

Raymond Chan is Managing Director of 9F International Holdings, a subsidiary of 9F Group (NASDAQ: JFU), responsible for applying financial licenses and “Tech Enabling” business in overseas markets. He has been working in banking industry for more than 25 years, with 20 years in management positions of international, European and Chinese banks. Before 9F, he was Executive Deputy GM of China CITIC Bank International and Head of Marketing of ICBC (Asia). His career experience covers many areas in banking including e-Business, Marketing, Branch Network, Call Centre, Sales & Distribution, Business Support, and even technical services. He is an active speaker and practitioner in fintech areas including Virtual Bank, eKYC, eID, Open API, Mobile Payment. He successfully launched “inMotion”, the first remote bank account opening mobile app in Hong Kong without the need to visit branch, submit signature and address proof, alongside with many first-in-Hong Kong fintech initiatives.

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InsurTech Group

Mr. Fred Ngan

Fred is the co-Founder & co-CEO of Bowtie, the Hong Kong’s first virtual insurer. Built with modern technology and medical expertise, Bowtie offers life and health insurance protection to customers instantly and directly. Bowtie closed HKD 234 million Series A funding from Sun Life Hong Kong Limited. 

Fred is a serial entrepreneur who previously co-founded Coherent Capital Advisors Limited and Seasonalife Limited, two insurtech companies. He has over 13 years of experience in the insurance and consulting in Hong Kong, Canada, the United States, and the United Kingdom. 

Fred is a Council Member and Chairman of Insurtech at Institute of Financial Technologists of Asia (IFTA). He is a Fellow of the Society of Actuaries (FSA), Honorary Fellow of the Financial Technologists (FFT) and a Member of Insurance Authority’s Future Task Force. 

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Data Privacy Group

Dr. Dorothy Chau

Dr. Chau is currently the Director of Hong Kong, Macao, and Cross-border Financial Affairs at Tencent. Before joining Tencent, she was a Senior Lecturer at the HK Baptist University, within the School of Business. Dr. Chau was also the Director of the new Master in Finance (FinTech and Financial Analytics), bringing together the best minds and leaders in Finance, FinTech, A.I., RegTech, Privacy and Cybersecurity. With over 8 years in this space, Dr. Chau is a seasoned FinTech professional with a strong reputation as being an industry and academic liaison. Dr. Chau’s deep industry connections has allowed her to bring the biggest and best organizations from Tencent, Alipay, IBM, UBS, BNP Paribas, Ant Financial, Deloitte, Ping An Bank, Crypto.com and others to work with her to integrate content into her programmes, where she has successfully built industry-academic collaboration.  She is also the advisor and chairman of the Data Privacy Special Interest Group of the Institute of Financial Technologists of Asia (IFTA) and the founding council member and chairman of the blockchain education committee of the Hong Kong Blockchain Development Association (HKBCDA).

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Mr. Brad Lin

Brad is a Director in Deloitte Hong Kong’s Risk Advisory practice. He has solid experience in Data Protection, Business Continuity Management and IT Assurance. He worked internationally on various engagements for multinational clients in the commercial sector both in-house as well as an external advisor on (personal) data protection / privacy, data confidentiality, business continuity and technology / cyber risk management.
 
Brad has a Master of Business Administration degree from the Erasmus University of Rotterdam, Executive Master in IT Audit degree from the University of Amsterdam, the Dutch Registered EDP Auditor Certification (RE, Dutch equivalent of CISA) designations.

Brad is Asia Advisory Board Member of IAPP, Cyber and Data Working Group Member of ASIFMA and Co-leader for APAC Data Protection of Deloitte.

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Digital Banking Group

Mr. Ryan Fung

Mr. Ryan Fung has been working in the banking and finance industry for over 20 years. He was appointed as Chief Executive of Ping An OneConnect Bank in February, 2019. Prior to that, Ryan worked in Standard Chartered Bank for 18 years and held various senior positions across consumer finance, product and distribution functions.

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eMPF Group

About

Ms. Luzia Hung

Luzia Hung was the Senior Vice President and Head of Employee Benefits with Manulife Hong Kong, and Chief Executive Officer of Manulife Provident Funds Trust Company Limited. She led all Manulife’s pensions and group life and health insurance businesses in Hong Kong.

 

She was in charge of leading and growing these two businesses and providing direction and business strategy. Her job involves overseeing new product design, pricing, sales and marketing, channel strategy, risk management and new initiatives, and taking leadership role in liaising with the relevant regulatory authorities. Ms Hung was a member of the Hong Kong Senior Management Team.

 

Before joining Manulife, Ms Hung worked for a Europe based international insurance and pensions company as its Chief of Pension & Group Business, overseeing both the Pension and Group Insurance Division and was responsible for the distribution, marketing and operations management of the Retirement, Group Medical, Group Life and other general insurance businesses.

 

Prior to this, Ms Hung worked for a leading global financial institution for 19 years, becoming General Manager and Head of Employee Benefits before moving to Retirement Benefits following the launch of the Mandatory Provident Fund Scheme. Ms Hung spent the earlier part of her career in private bank and multinational corporations.

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Mr. Darron Sun

Darron graduated from Deakin University with a major in Computer Science and obtained both Master of Science in Information Systems and Master of Business Administration from The Hong Kong Polytechnic University.  Darron is CPA (Australia), CMA (Australia), Fellow of Institute of Public Accountants (FIPA), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Systems Security Professional (CISSP) and Certified in Risk Management Assurance (CRMA).

 

He is actively participate in public services including Acting Deputy Chief Supervisor of Hong Kong Road Safety Patrol, Chartered Member of Lions Club of Hong Kong IFC, Committee Member of Course Advisory Committee of IT Discipline of VTC, Departmental Advisory Committee Member of Applied Mathematics of The Hong Kong Polytechnic University, Moderator of HKIB Cybersecurity Exam, Vice Chairman for Committee of IT & Telecommunication of CMA Australia (HK), Executive Committee Member of Hong Kong Computer Society iLEAP program, IT Committee Member of The Institute of Internal Auditors (IIA) Hong Kong Chapter, Academic Relations Committee Member of ISACA Hong Kong Chapter, and registered speaker of (ISC)2’s Safe and Secure Online (SSO) Program, etc.

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About

Ms. Cynthia Tang

Ms Cynthia Tang is the Executive Director of iFAST Financial (HK) Limited. She heads the Operations, IT and Fintech Solutions teams and manages over 40 staff across iFAST’s regional offices. Ms Tang has been with the iFAST Group since 2006, having joined iFAST Malaysia as an IT Specialist supporting the IT application development for Singapore and Hong Kong’s wealth management platform. She played an instrumental role in rolling out iFAST Hong Kong’s B2B platform, as well as the post-acquisition system migration of ING Platform Services.

Ms Tang has developed extensive and in-depth knowledge about system architecture, technologies and backend processing, including securities and cash processes in regulatory environments. Before joining iFAST, Cynthia was an IT developer with Symphony Xen Solutions Sdn Bhd and Motorola Malaysia. She holds a first class honours degree from University of Malaya (Malaysia) in Computer Science.

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Mr. Francis Ngai

Francis Ngai is General Manager of IBM China/Hong Kong Limited, overseeing IBM’s business operations and strategic development in Hong Kong. He leads the company to assist clients to transform and capitalize on emerging growth opportunities particularly around IBM Watson/AI and the cloud platform in the AI era.

 

Francis is an active participant in the Hong Kong community and the IT industry. He is a Fund Allocation Committee member in the Community Chest, a member of the Hong Kong Computer Society Council, Cyberport Advisory Panel, and eMPF Committee of the Institute of Financial Technologists Asia (IFTA Council). He is also dedicated to higher education, and serves as a member of the Innovation and Information Management Programme Advisory Board of Faculty of Business and Economics, The University of Hong Kong; a member of three committees of The Chinese University of Hong Kong, namely  Advisory Committee, Master of Science in Information and Technology Management of the CUHK Business School, External Advisory Group of the MBA Strategic Plan, and Advisory Committee of the Department of Systems Engineering and Engineering Management.

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Mr. Luke Ma

Luke is the Partner of Cyber Risk Services of Deloitte China. Covering Hong Kong and Southern China, he is information security and risk management professional with more than 19 years experiences in a global financial institution, telecommunications and global professional services firm. He specializes in Cybersecurity, technology risk management, IT audit, data protection and privacy over a diverse industries, including financial services, public sector, retail, eCommerce and large scale conglomerates.

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Startup Ecosystem Group

Mr. Benjamin Wong

“Benjamin” Wong Chan Seng – Chief Executive Officer & Co-Founder: Benjamin is a serial entrepreneur, having previously co-founded two corporations. He oversees the day-to-day business operations, as well as the company’s strategic direction and business development. Prior to TranSwap, Benjamin started his career as a professional accountant at Ernst&Young in Audit and Assurance before moving to the entrepreneurial world as part of the founding team of Simmons SEA Ltd. Seeded by Hong Kong-based VC in May 1993, they acquired licensing rights of Simmons mattresses for distribution across the Asia-Pacific region. Benjamin was one of 3 co-founders in charge of carrying the venture with less than SG$300,000 in seed funding. After growing annual revenues to over US$200MM in less than a decade, they exited the venture in 2002, selling the business operations to Japan-based NIFCO for over US$300MM.

Benjamin graduated from the Imperial College of London with a Master’s in Business Administration (MBA) and a Diploma of Imperial College (DIC) in Management. He is a licensed Chartered Accountant in Singapore and a Certified Practicing Accountant in Australia.

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