Advocacy Talking Points 7 December 2021
CFA Institute Certificate in ESG Investing
Webinar presented by CFA Institute ARX
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Now more than ever, there is rising interest in value-driven impact investing leading to ESG knowledge and skills becoming more and more sought in the investment industry. That’s why, as a leading organization for investment management professionals, CFA Institute is proud to offer the Certificate in ESG Investing to give you an edge in a fast-moving market.
The info session highlights the latest trends and opportunities in the ESG investment space and demonstrates how the Certificate in ESG Investing provides investment professionals with the expertise and insights needed to integrate ESG factors into investment decisions, preparing you with skills to excel now and in the future.
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Richard McGillivray joined CFA Institute in June 2013. He leads the Asia Pacific Institutional Partnerships team, which is responsible for working with firms, regulators and Universities across the region. The team also works with CFA Societies to help institutions leverage the global CFA network of people, resources, services and programs.
Richard brings an unusual blend of experience in investment management and pure education to CFA Institute. Prior to CFA Institute, he set up the Asia Pacific operations for a UK-headquartered asset management business for whom he built and supported a broad client base, including private and retail banks, institutions, fund of funds and family offices in Asia Pacific and Africa. Prior to that, he worked for nearly 20 years in adult and professional education in Asia Pacific and southern Africa, including in education, financial services, media, aid agencies and law.
Mary is the Head, Advocacy, Asia Pacific at CFA Institute. She leads the team that is responsible for building market integrity in APAC by developing and advocating capital markets policy positions that raises investor protection and fosters sustainable industry growth. She also oversees the promotion and development of Asia-Pacific Research Exchange (ARX), a research hub through which we engage with societies, members, governments, regulators, academia and other industry stakeholders 6o advance the wider CFA Institute mission.
Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. She joined Coutts & Co, where she was director of Business Development and Management for North Asia. Prior to that she was executive director at UBS AG, where she led the Corporate Advisory Group in Hong Kong. With experience in both the buy- and sell-sides, Mary has a strong understanding of the drivers and dynamics of different investor groups, including institutional investors, corporates, family offices, asset owners, and high-net-worth individuals.
Mary graduated from Peterhouse, Cambridge with a degree in Engineering. She is a CFA charterholder and speaks English, Putonghua, and Cantonese.
Grace Yeung, CFA, CPA, CPA (CA), CPA (Practising), 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 other CFA Institute Credentialing products. Grace’s team consists of over one hundred fifty consultants and staff worldwide. She is responsible for developing strategies and driving projects of the CFA Program and the Exam and the mission of CFA Institute. One of Grace’s key projects is transitioning the CFA Exam from paper-based to computer-based. 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 Exam.
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 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. Grace is 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 also an active participant in the accounting standards roundtable panel of the HKICPA.
Sabrina Gan is the Head of Private Banks Distribution, Asia ex Japan, for Fidelity International. Based in Singapore, she is responsible for developing Fidelity’s Private Banking Distribution Business across Asia ex Japan. Sabrina joined Fidelity in 2015 and has accumulated over 20 years of experience working in the asset management industry and financial sector. Before joining Fidelity, Sabrina spent 2 years with BlackRock where she was heading Retail Distribution for Singapore. Prior to joining BlackRock, Sabrina spent more than 9 years with Schroders where she was responsible for the distribution of Mutual Funds in Singapore, including business development and development of sales and product strategies. Sabrina also spent 2 years at Ernst & Young doing Corporate Finance and Audit work. Sabrina holds a Bachelor Degree in Accountancy from Nanyang Technological University in Singapore. She is also a CFA and CAIA Charter holder.
Jenny is the Under Secretary General for Hong Kong Green Finance Association (HKGFA), primarily responsible for driving green and sustainable finance initiatives across its eight working groups and contributing to the Centre for Green and Sustainable Finance capacity building and data analytics workstreams. Jenny has over two decades of experience in global investment banking, primarily in equity derivatives, prime brokerage sales, equity financing and new business development at Goldman Sachs, Credit Suisse and JPMorgan, and has lived in London, New York, Tokyo and Hong Kong.
Jenny left a career in banking to pursue her desire to make a positive impact, shifting the focus of her business and finance experience into sustainability. She co-founded Development Finance Asia, is certified in CFA ESG Investing and in her last corporate role, worked as a client relationship manager for Mercer’s multinational clients, helping them navigate the employee experience during the pandemic.