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While fintech grows as its own industry, traditional finance is evolving to put technology at its core. We’ll discuss implications for education and jobs, and how the convergence of skills is being tackled by governments, firms and individuals.


Topics: FintechFinancial RegulationFirm ManagementLeadership Skills

Hosted by CFA Institute, FinTech Association of Hong Kong

Overview

Covid-19 is accelerating government and industry focus on workforce skills across APAC and beyond. A clear trend is the convergence of technology and traditional finance: as fintech grows as its own defined industry, the finance industry is evolving in ways that put technology at its core. This panel will discuss the implications for education, training, and future job opportunities, and how this is being addressed at both a macro (governmental) and micro (companies and individuals) level.

Host: Clare Witts, Director, Government and Regulator Relations, CFA Institute

Speakers: In partnership with the Fintech Association of Hong Kong

Brian Lam, Fintech Facilitation Office of the Hong Kong Monetary Authority
Peter Bentley, Future of Work Practice Leader, Aon
Warwick Pearmund, Technology Practice Lead, Madison Pearl
Larry Cao, Senior Director, Industry Research, CFA Institute

1 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

About the Speaker(s)

Brian Lam
Brian Lam

Brian Lam is a Senior Manager at the Fintech Facilitation Office of the Hong Kong Monetary Authority responsible for facilitating the healthy development of the fintech ecosystem in Hong Kong and promoting Hong Kong as a fintech hub in Asia. Prior to this assignment, he has helped setting up the operation of the Trade Repository of the HKMA for the over-the-counter derivatives trades reporting regime. Before joining the HKMA, he worked for a number of global investment banks and "Big-4" accounting firms, both in Hong Kong and London. Brian holds a Master of Engineering degree from the University of Oxford, England.

Pete Bentley
Pete Bentley

Pete focuses on helping deliver workforce agility and resilience to drive performance as the leader of Aon’s Future of Work practice. Recently this has involved helping companies rethink how they understand, enable and manage their workforce in the “new-better.”

Pete has built two successful digital platforms, developed a leading financial service data provision business; built two advisory practices and conceived, designed and implemented a “first-mover” digital content business within a bank.

Pete has worked as a consultant and within investment banks in a variety of commercial roles globally for close to 20 years. As a consultant he has built several successful practices while helping Banks: manage their sales force, build client strategies aligned to business plans, and leverage data to drive sales effectiveness, resource deployment and motivate talent.

Pete also helped numerous FinTech businesses refine their commercial model, go-to-market strategy and raise (tens of millions) in capital.

Clare Witts
Clare Witts

Clare Witts is Director of Government and Regulator Relations, APAC, at CFA Institute. She works with policy makers and regulators on topics relating to finance skills and training, often in close partnership with local CFA Societies. She is also responsible for CFA Institute’s relationships with industry associations, consultants and advisory organisations across APAC.
Clare previously spent 12 years working in equity brokerage in APAC with a specialization in electronic trading, market structure and technology. As Head of Relationship Management for electronic trading pioneer ITG (now Virtu Financial) she saw first-hand the evolution that technology can bring to institutional investment management processes, while also developing an understanding of the barriers to technology-driven change. She chairs APAC meetings for Quorum 15, an industry think-tank for senior traders, is actively involved in Women In Finance Asia (WiFA) and maintains a strong interest in fintech developments and communities across the region.

Larry Cao
Larry Cao CFA

Larry Cao, CFA, is senior director of industry research at CFA Institute. He conducts original research with a focus on investment industry trends and investment expertise. Mr. Cao’s current research interests include multi-asset strategies and fintech. He frequently speaks at industry conferences on these topics and has more than 20 years of experience in the investment industry. Mr. Cao started his career at the People’s Bank of China as a US dollar fixed-income portfolio manager. He has worked at HSBC as senior manager for the Asia-Pacific region; Munder Capital Management, managing US and international equity portfolios; and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Mr. Cao has been interviewed by a wide range of business media, including Bloomberg, CNN, the Financial Times, South China Morning Post, and the Wall Street Journal. He pursued graduate studies at Harvard University and was a visiting scholar at MIT.

Warwick Pearmund
Warwick Pearmund

Warwick Pearmund leads the Madison Pearl business in Hong Kong. He specialises in recruiting top talent across the core disciplines of financial technology, quantitative and systematic finance, payments, digital strategy, insurtech, data science, analytics, AI and machine learning, robotics, blockchain and cyber security.
He has also co-chaired the Fintech Association of Hong Kong (FTAHK) Talent and Diversity Committee.
Before his recruitment career, Warwick was an equities trader and a sales trader in the UK and Asia. Having worked across the APAC region, both client side and in recruitment, he has built a network spanning banks, insurers, global consulting firms and technology companies.
Outside of his day job, Warwick volunteers in the non-profit sector where he is Vice-President of the Hong Kong Branch of the Royal Society of St. George, a registered charity and social organisation.
Warwick graduated B.Sc., Business Studies, Cass Business School, City University, London