Global Passport Events

The Global Passport Program allows members of participating CFA societies to attend each other's society events at the local member price.

The following announcements relate to events, news and activities of CFA Societies within the Asia-Pacific that may be of interest to members across the region.

Conferences and Seminars

  • Asia Investment Banking Conference 2017

    07 September 2017
    Date: 7-8 Sept 2017
    Venue: Hong Kong Convention and Exhibition Centre (HKCEC), 1 Expo Drive, Wanchai, Hong Kong
    Event Details:

    In the landscape of a staggering world economy, Asia remains an emerging market with tremendous potential to grow further. As Asian financial markets continue to thrive, the Asia Investment Banking Conference (AIBC) was started in 2009 to establish an avenue for students to develop a deeper understanding of the investment banking market in Asia. As a conference organised "for students, by students", the AIBC seeks to provide a holistic platform for the exchange of ideas among established professionals, who have vast experiences in their respective fields, and student delegates from renowned universities worldwide. With a mix of keynote speeches, panel discussions, interactive workshops and networking opportunities, we believe the congregation of various leaders and academics during the conference will undoubtedly provide valuable insights into contemporary financial issues facing Asia.

     The organisers of the Asia Investment Banking Conference 2017 are students from the London School of Economics and Political Science (LSE). The London School of Economics and Political Science (LSE) is one of the foremost social science universities in the world with an international intake and a global reach. Its research and teaching spans the full breadth of the social sciences, from economics, politics and law to sociology, anthropology, accounting and finance. According to the Research Excellence Framework 2014, LSE has the highest proportion of world-leading research among UK universities. 

    Going forward, AIBC will continue to maintain our position as Asia’s most eminent platform which attracts the most distinguished industry professionals and the brightest students to discuss critical issues and trends in the financial services industry.

    For more information, visit:


Hong Kong

  • Seaborne Coal in Asia: Investment Trends, Opportunities and Risks

    12 July 2017
    Date: 12 July 2017
    Time: 12.15-1.30pm
    Venue: 14/F BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
    CE Credit: 1
    Register here
    Event Details:
    The Pacific seaborne thermal coal market has become one of the largest commodity trading markets over the past 30 years, propelled by the tremendous growth in East Asian economies, in particular China.  However estimating the demand profile into the future has become more challenging, and Mr. Stefan White's talk will explore the following questions:
    • What is the outlook of China's energy demand as the country transitions to an economy with greater focus on services and domestic consumption?
    • As and when China starts to address its high domestic levels of debt, what impact could this potentially have on energy demand and imported commodities?
    • To what extent do alternative energies, hydro, gas and nuclear power pose an existential threat to thermal coal?
    • What are the implications of increasing restrictions by Western banks and some large investment funds to invest in coal-related businesses?
    • What will be the potential impacts resulting from Government commitments to curtail carbon emissions?
    • Could China potentially become a materially significant exporter of thermal coal?
    • Is India likely to become a materially significant importer of thermal coal?


  • Become a Key Person of Influence in Your Industry with Linkedin

    08 July 2017
    Date: 8 July 2017
    Time: 10.00 am -12.00 noon
    Venue: 14/F BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
    Event Details:
    We are very pleased to announce that LinkedIn Coach/Trainer & Marketing Consultant, Mr. Steve Bruce from SB Consulting will be running a workshop for us.

    His popular, content-rich workshops regularly sell out and spaces are limited to ensure that all attendees get maximum value. Please register early to secure your place as this will be a very worthwhile event for all Entrepreneurs, Business Owners, Senior Executives, Marketing Professionals and Salespeople.

    These days, you are whoever GOOGLE says you are. If you don’t tell the market what you are doing, they simply won’t know. You need to ‘own’ page one of GOOGLE when people type in your name. If you don’t, then you simply lack credibility in your clients’ eyes, or worse they may not even believe you are all you claim to be.
    LinkedIn offers you an effective way to position yourself as a key person of influence in your industry.  Steve will show you how to use Linkedin to present yourself powerfully to your target network as a thought leader and opinion former.

    In Steve’s workshop you will learn:

    - How to upgrade your Linkedin profile effectively so you can be found by
      your target client or even recruiters
    - How to present yourself to your target market as the go-to person in your industry
    - How to quickly identify and connect with the right decision maker at your target clients
    - How to easily source new business using Linkedin
    - How to leverage the power of Linkedin groups to build influence in your industry

    Who should attend?

    - Business Owners/Entrepreneurs
    - Senior Executives
    - Marketing Directors / Managers
    - Sales Professionals

    More information/Registration, click here.


  • Bond Connect: Look closer to another wave of HK-Mainland Collaboration

    05 July 2017
    Date: 5 July 2017
    Time: 12.15-1.30pm
    Venue: 14/F BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
    CE Credit: 1
    Register here
    Event Details:
    The People’s Bank of China (PBOC) has clarified operational details on the upcoming Bond Connect by announcing an Interim Administrative Measure on 21st June. The PBOC will supervise the process and work flow with the Hong Kong Monetary Authority. With the date approaching 1st July, the market expects that more details will be announced to clarify other concerns related to the initiative.  HKSFA has cordially invited Mr. Archie Ng, Senior Manager, External Division of Hong Kong Monetary Authority and Dr. Jimmy Jim, CFA, from ICBC Asia, to share their views and discuss further with the audience on the Bond Connect initiatives.


  • Family Offices - How to make your money and keep it for generations

    27 June 2017
    Family Offices are very significant investors globally across asset classes.  In North America and Europe, some established family offices (6th to 8th generation) have successfully maintained an institutional investment structure for many generations and rival professional asset management platforms in performance and size.

    In recent years, the concept of family offices in Asia has gained traction and many UHNW families (1st to 3rd generation) in the region are attempting to create their own version of family offices adapted for their own circumstances to participate more actively in managing their own financial investments. Some of the impetus is driven by generational transition issues (work ethic, disappearing traditional sectors, lack of desire to enter family business etc), and the understanding of the next generation to create more sustainable asset management that is diversified beyond the family business and core geographies. 
    Family offices are increasingly important sources of capital for private equity and venture capital.  In recent years the allocation to alternative investments have reached around 27.4% of total allocation for family offices.   In the context of private capital industry’s total assets under management globally, this equates to USD210bn out of a total of USD 4.2tn.
    The approach of family offices ranges from asset allocators to co-investment, through to direct investments. The resources and skillsets to create the capabilities to properly manage these large amounts of capital are significant, and scarcity of human capital with appropriate expertise and experience contribute to the challenges they face.

    More information/Registration, click here.



  • Business Valuation Workshop

    27 August 2017
    Speaker: Ong Woon Pheng

    Event Synopsis
    The course will benefit: acquirers, target companies, private equity funds, banks, regulators and hedge funds. Participants will learn to use key M&A tools & acquire the skills to navigate the M&A life-cycle successfully in Asia.

    On Day 1, participants will learn the rationale of M&A, how synergies are identified and computed, the key success factors in M&A, handle valuation dilemmas and acquisition financing methods. The sale process will be explained, including controlled auctions, and the critical subject on how a seller can maximize the sale value and alternatively how targets can repel unwanted M&A attacks. Deal structuring will make clear the complex role of puts and calls in staged acquisitions.

    On Day 2, participants will learn the advanced techniques of Leveraged Buyouts, how buyouts are originated and are executed, the strategies of some of the leading private equity buyout funds like KKR and Carlyle, and the role of the major investment banks like Goldman Sachs. Deal structuring, regulatory methods and due diligence techniques will also be explained.

    Innovative Ideas and techniques will be illustrated by discussing case studies drawn from Asia, emerging markets and the advanced countries.

    More details/Registration, click here.


  • ESG: Walking the Talk

    29 June 2017
    Date: Thursday, 29 June, 2017
    Where: Manchester Business School, John Owens Executive Room, 55 Market Street, #05-01, Singapore 048941
    Time: 12.00 to 14:00 (Registration and buffet lunch starts at 12.00pm; Talk begins at 12.30pm)
    Cost: Free
    Register here.

    Jeroen will discuss ways in which the integration of Environmental, Social & Governance (ESG) factors can contribute to better investment performance. He will also cover some of the recent research on this front and what history teaches us when it comes to the link between investment performance and ESG aspects. Furthermore, he will zoom in on how NN Investment Partners has integrated ESG in its investment processes and what the different ways are an asset manager can integrate ESG in its process.



  • Japan Investment Conference 2017 - Social Mega Trend and Asset Management Services in 20 Years’ Time -

    27 July 2017
    Date: Thursday, 27 July, 2017
    Where: Otemachi Financial City Conference Center 
    Time: 09:30 to 17:30
    Language: Japanese & English (via simul interpretation)
    CFA Japan members (Regular, Affiliate, SCM) JPY 10,000
    Members of other CFA Local Societies JPY 10,000
    CFA Institute Members other than CFA Local Society Members JPY 25,000
    CFA Candidates JPY 25,000
    Members of Supporting Organizations JPY 25,000
    General Admission JPY 35,000

    Register here.
    This year's conference will try to assess what ought to be the desirable profile of finance and asset management services under the future social structure, by shedding light on the Japanese society in 20 years' time from various angles. What will the future of Japan's society look like? What kinds of new needs for finance and asset management will arise in the future society? Based on the desired profile of asset management firms 20 years from now, we will discuss what the asset management industry should do today to cope with the future needs.

    Click here for more details >> 



New Zealand

  • Luncheon - Restoring Investors Trust

    26 June 2017
    Date: 26 June 2017
    Time: 12:00 - 1:30 pm
    Location: The Northern Club, 19 Princes Street, Auckland
    CE credits: 1.0 hours

    About the event
    In an increasingly competitive marketplace, asset managers need to focus on activities that add value and improve their standing in the eyes of investors. Instilling trust and confidence is essential in appealing to asset owners and assuaging their biggest concerns. Learn how adopting best practices can improve operational efficiency, meet investor demands, and improve a firm’s competitive position.
    This event is co-sponsored by the CFA Institute

    About Jonathan Boersma
    Mr. Boersma is head of Professional Standards and executive director of the Global Investment Performance Standards at CFA Institute. He is responsible for developing, maintaining, and promoting the GIPS standards, Code of Ethics and Standards of Professional Conduct, and other CFA Institute standards of practice. This includes coordinating and supporting related educational and public awareness activities.

    Prior to joining CFA Institute, Mr. Boersma worked in the investment management industry in various positions including assistant portfolio manager, trader, and performance specialist. He has experience in asset allocation, fundamental and quantitative research, risk and performance measurement, investment policy and portfolio strategy development, and investment manager selection. Mr. Boersma is a frequent speaker on ethics in the investment industry and the 2014 winner of the Portfolio Institutionell Reader's Choice Award for Industry Achievement.

    Professional Activities
    Mr. Boersma is a member of the Certificate in Investment Performance Measurement (CIPM) Association advisory council, the advisory board of Investorside Research Association, and the CFA Magazine editorial advisory team. Mr. Boersma is also a member of NYSSA.

    More information/Registration, click here.


Mainland China

  • Shanghai | 2nd China Financial Talent Summit

    08 July 2017
    Date: Saturday, 8 July, 2017
    Where: Pudong Shangri-la, Shanghai
    Time: 9:30 to 17:00 (lunch included)
    Ticket Standard
    CFA Charterholder 280
    CFA candidate 480
    Non charterholder / candidate 780

    Register here now!

    Whether you are a CFA® charterholder looking for tips in career advancement or a CFA candidate seeking advice on career planning, this event is for you. The China Financial Talent Summit is a
    platform to demonstrate the importance of the financial talent development in China.The event will feature the launch of the CFA Institute thought leadership piece on talent development; key insights from employers, HR professionals, and senior CFA charterholders; and many valuable career development seminars. The China Financial Talent Summit is a must-attend event for relevant members, employers, regulators, partners, media, and the public.

    Conference topic areas include the following:
    • China financial talent report launch
    • Insights from employers on the demand for financial talents
    • Career planning and development
    • Workshops on entrepreneurship, leadership skills training, and talent acquisition/retention strategies



  • Career Day

    26 August 2017
    Date: Saturday, 26 August, 2017
    Where: Aloft Kuala Lumpur Sentral No. 5, Jalan Stesen Sentral 5, Kuala Lumpur Sentral 50470 Kuala Lumpur
    Time: 10.00 to 17:00
    Cost: Free
    Register here.
    The main objectives of the Career Day are to provide:
    • Insights of CFA Programme and how one can accelerate his/her career path through the Programme
    • Practical exposure to the finance and investment industry
    • Networking and exploring career opportunities with top finance and investment employers in Malaysia
    We strongly believe in our mission to promote the quality of future financial professionals, and an organization of your caliber will be a great addition in supporting our society’s mission.



  • 2017 Taiwan Investment Conference

    12 October 2017
    Date: Thursday, 12 October, 2017
    Where: 158 Dunhua North Road, Taipei 10548, Taiwan
    Time: 08.30 to 17:00
    Members Early-Bird NT$ 2000
    Candidates Early-Bird NT$ 3000
    General Early-Bird NT$ 5000
    General Tickets  NT$ 6000

    Register here.
    CFA Society Taiwan is honored to host its first Taiwan Investment Conference in celebration of the 10th anniversary in October 2017. Wherefore prominent global and local industry leaders are invited to share keen insights on financial industry practices as well as investment trends in Taiwan and the region.

    We cordially invite you to take part in this premier event, and to celebrate with CFA Society Taiwan in continuous excellence and future success.



  • Thailand Investment Conference 2017

    22 June 2017
    Rapid and profound changes are taking shape in the investment management industry as it confronts disruptive forces—technological advances, shifts in investor preferences, changes in return expectations, and demographic shifts.  These forces will make the investment profession of tomorrow very different from the one we know today.

    The profession’s future is further complicated by the commoditization of investment services, downward pressure on fees, and misaligned business models that overlook some of the customers' needs. Now, it has become even more imperative to raise awareness of these issues to ensure that the financial industry puts the interests of the investors before its own and functions to facilitate the real economy.

    The SEC Thailand and CFA Society Thailand acknowledge the need for the industry to put the interests of investors first. On the occasion of the 25th anniversary of SEC Thailand and the 15th anniversary of CFA Society Thailand, both organizations are co-hosting a conference to commemorate these anniversaries and discuss the increasingly important theme of Putting Investors First.

    The Thailand Investment Conference 2017 aims to set the direction of the Thai investment community on these important issues and provide a platform of conversations among all market participants, including asset owners, managers, intermediaries, and regulators. The conference will address crucial questions facing our industry today: What can we do to ensure that we put investors first? What are companies’ board and management obligations to investors? What discipline should be expected of market participants and regulators? Join us for a stimulating discussion of these topics, and help move the industry towards a higher standard.

    More information/Registration, please click here.




  • Melbourne | An Equity Analyst’s Perspective: What we look for in Australian Companies

    06 July 2017
    Date: Thursday, 6 July, 2017
    Time: 12.30pm for 12.45pm start till 2.00pm (lunch included)
    Where: Yarra Capital Management, Level 19, 101 Collins Street, Melbourne
    Cost: $15 members, $25 Q Group/CAIA/Actuarial and $35 non-members
    Register* here by Monday, 3 July, 2017

    The long-awaited confirmation that Amazon will soon establish a physical presence in the local market has sent shockwaves through the Australian consumer discretionary sector, with borderline hysteria reflected in the listed retail sector plummeting 16% (vs ASX 200) over the last two months on fears of retail collapse. But what are the second order effects on peripheral sectors and what lessons can be learned on the back of Amazon’s history of disrupting other jurisdictions? With a focus on the implications for listed property, Marcus Ryan, Senior Investment Manager at Yarra Capital Management, will use Amazon’s impending arrival as a live working example of what he looks for in listed Australian companies.

    *Registration will be through our new CRM: MemberNation. It is designed to enhance your user experience by incorporating a new design layout and updated features, including online registration for guests. Your patience during this transition is appreciated.
    Please note the login information used for registration on MemberNation will be your CFA Institute login.

    Marcus Ryan, Senior Investment Manager, B.Com, B.Eng 
    Marcus is responsible for research and analysis of real estate, insurance and building materials securities within Yarra Capital Management’s Australian Equities team. Marcus is a co-portfolio manager for the Real Assets Securities Fund, and is actively involved with the Pension and Charities investment strategy.
    Marcus previously spent 11 years as an investment manager at Goldman Sachs Asset Management, where he also covered real estate, insurance and building materials. Marcus holds a Bachelor of Engineering (First Class Honours) and a Bachelor of Commerce from Monash University, including abroad programs at Boston College, USA (Carroll School of Management) and the University of Ulm, Germany (Advanced Materials).


  • Sydney | The Legacy of the Financial System, Prof. Jack Gray | 28 June 2017

    28 June 2017
    Date: Wednesday, 28 June, 2017
    Where: Dimensional, Level 43, Gateway Building, 1 Macquarie Place, Sydney
    Time: 12.30pm for 12.45pm start - 2.00pm (lunch included)
    Cost: $15 members and $30 non-member
    Register here by Monday 26 June, 2017
    The Financial System we bequeath is untrusted, unstable and dangerously large. It damages society through inappropriate theory, mis-aligned incentives, excessive short-termism and abuse of power. As Paul Smith, president and CEO of CFA Institute recently said “it is up to us to change it for the better’.

    Professor Jack Gray

    Jack is an independent investment adviser to funds in Australia and overseas; a director of Brookvine, a specialist adviser on alternative assets; a director of Arrowstreet, a Boston-based quant manager; a director and adviser to Janchor, a Hong-Kong-based hedge fund; and a professor at the Centre for Investment Manager Research at UTS.
    In 2013 aiCIO Magazine declared him to be one of the world’s 10 most influential academics in institutional investing.  Jack is one of Australia’s Special Representatives for UNHCR and is hedging the threat of Alzheimers by learning Egyptian hieroglyphics.