Nurturing Green Talent in Hong Kong: Understanding Climate Risk and Valuation

Mr Chan was appointed the Under Secretary for Financial Services and the Treasury on 16 August 2017.

Mr Chan has many years of senior executive experience in the banking industry. He was a Managing Director in the Global Markets Division of Credit Agricole Corporate & Investment Bank, and was a Managing Director in Financial Markets of Standard Chartered Bank.

Prior to joining the Government, Mr Chan held multiple roles in a number of public and professional bodies, including Vice President of the Hong Kong Society of Financial Analysts, Director of Hong Kong Securities & Investment Institute, Advisor of the Chinese Gold & Silver Exchange Society, as well as a General Committee member of the Hong Kong General Chamber of Commerce. Mr Chan was also a member of the Central & Western District Council.

Mr Chan holds a Bachelor of Arts in Economics (Hon) and Psychology from the University of Michigan, USA. He is also a Chartered Financial Analyst.

Richard McGillivray joined CFA Institute to lead its Asia Pacific Institutional Partnerships team in 2013, working with firms, regulators, and universities across the region. He brings a blend of experience in both investment management and education to CFA Institute. Before joining CFA Institute, he set up and ran the Asia Pacific operations for a UK-headquartered asset management business in Hong Kong.

At CFA Institute Richard has specialised in integrating CFA Institute learning assets into the professional development ambitions of financial services institutions and formal education structures. Since 2018 he has focused extensively on ESG and sustainability-related learning. In 2020, his Sustainable Investing Gameshow, co-developed with BNP Paribas Asset Management was winner of UK Investment Week's 2020 award for Best Sustainable & ESG Education.

Before his move to finance, Richard worked for 16 years in adult and professional education in Asia Pacific and southern Africa across a range of sectors, including financial services, government, universities, NGOs, law and media.

Grace Yeung, CFA, FCPA (Practising), CPA, CPA (CA) is Senior Director, Exam Development, Asia Pacific of CFA Institute. Grace plays a global role, and she leads the development and production of CFA Exams and CFA Institute’s certificates. Grace’s team consists of over one hundred fifty consultants and staff worldwide. She develops strategies and leads projects of the CFA Program, CFA Exam, certificates, and accomplishing the mission of CFA Institute. One of Grace’s key projects is transitioning the CFA Exam from paper-based to computer-based. Grace is committed to advocating for ESG and the Certificate in ESG Investing program. She often shares her views about ESG with the media. With her background and professional experiences in Asia Pacific, Grace outreaches to CFA Societies, professional standard setting bodies, practitioners, and credentialing organisations in the region to seek insights and develop strategies that are relevant to the CFA Program and the Certificate in ESG Investing.

Grace has over twenty years of global experiences in the financial services and investment management industry. Prior to joining CFA Institute, Grace held the position of Senior Manager, Assurance, Financial Services and Asset Management of PwC Hong Kong. Her clients include global and regional asset managers in traditional and alternative investment spaces, hedge funds, private equity, venture capital, real estate, and infrastructure. She led assurance and consulting projects including investment fund set-up, regulatory licensing, and internal control compliance. Grace had assurance, consulting, and financial services working experiences in the United States and Canada.

Grace holds a Master of Economics from University of California at Berkeley and a Master of Laws, Corporate and Financial Laws from University of Hong Kong. She graduated as a Bachelor of Science with summa cum laude, distinction in Management Science, and Phi Beta Kappa from University of California, San Diego. Grace is a CFA charterholder, a Certified Public Accountant licensed with California, USA, a Chartered Professional Accountant of Canada, and a Certified Public Accountant (Practising) at Hong Kong SAR. She completed the Certificate in ESG Investing program and holds the certificate. She is also a Global Association of Risk Professionals (GARP)’s Sustainability and Climate Risk Certificate holder. Grace is a Fellow and a member of the Task Force for Digitalization of the Qualification Programme under the Qualification and Examinations Board of the Hong Kong Institute of Certified Public Accountants. She is a member of Greater Bay Area Green Finance Alliance Working Group of Hong Kong Green Finance Association. She is also an active participant in the accounting standards roundtable panel of the HKICPA.