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香港投资者关系协会荣幸邀请金融及投资者关系行业最具影响力的专家分享行业见解及经验。
陈绮华
香港投资者关系协会会长陈绮华博士现为香港投资者关系协会创会主席及资深会员。陈博士现任中渝置地控股有限公司 (股份代号：1224)投资者关系主管，累积超过25年丰富工作经验，并曽于多家香港上市公司任职管理层，职系包括财务总监及公司秘书。她现时的工作主要负责制订投资者关系策略，及与世界各地的投资者及基金经理会面；并参与公司许多的财务策划及企业重组项目。
陈博士亦为首创环境控股有限公司 (股份代号：3989)的独立非执行董事。此外，陈博士自 2012 年起，获香港理工大学会计及金融学院委任为兼任教授。
陈博士毕业于香港城市大学，获会计(荣誉)学士学位；并取得英国诺定咸大学工商管理硕士学位。继后陈博士更获香港理工大学颁发工商管理博士学位。陈博士为香港特许秘书公会及特许秘书及行政人员公会资深会员。陈博士同时为香港会计师公会资深会员及特许公认会计师公会资深会员。
陈敬伦
洞视科技联合创始人及CEO洞视专注构建智能投关生态，以大数据AI(NLP) 输出科技金融解决方案，目标客户包括政府，企业及投关生态圈。洞视的合作伙伴包括北京财新网，港交所创新实验室等。团队赢得多个大数据AI技术应用科创比赛。
洞视也是清华大学五道口全球创业领袖项目首个录取的香港团队, 也荣幸成为首轮获选参与由阿里巴巴与商汤科技携手成立的「香港人工智能及数据实验室」的唯一一家专注亚洲金融科技领域的企业。
陈敬伦历任花旗银行投行副总及瑞士银行董事。亦成功卖出之前创立的专注服务对冲基金的卷商。
Sarah Crawshaw
Managing Director, Asia Pacific, Taylor Bennett HeymanSarah is the Managing Director of Taylor Bennett Heyman, a specialist executive search firm focused on investor relations, strategic communications and corporate affairs. Based in Hong Kong, she leads Taylor Bennett Heyman’s operation throughout Asia Pacific and has provided executive search and talent management solutions to many of the world’s leading companies in markets across the region. She also consults with businesses on matters pertaining to organisational design and competency framework development.
Sarah has considerable experience in the field of investor relations search and has worked with many leading listed companies in Europe and across Asia Pacific. She started her executive search career in the London, where she spent five years focused on European investor relations assignments. In 2018, Sarah was appointed to the Institute of Public Relations Board of Trustees. She is also a nominated member of Page-Up – Arthur W. Page Society’s exclusive membership and professional development organisation for senior communications executives. Since 2016, she has been an active member of the International Association of Business Communicators.
Sarah holds a Master’s in Economics and Politics from the University of Edinburgh and a Bachelor of Laws from the BPP Law School, London.
Jonathan Drew
汇丰银行基礎設施、能源及出口融資亞太區常務總監常務總監Jonathan Drew是汇丰银行基礎設施、能源及出口融資亞太區常務總監。Jonathan毕业于英国剑桥大学并持有经济学硕士学位，同时具备特许会计师从业资格。Jonathan于20多年前在伦敦开始了银行生涯，在快速发展的拉丁美洲工作并在中东参与大规模项目资本交易后，他于1997年开始在香港工作，亲眼见证了亚洲尤其是中国的第一手经济快速增长。在此期间，他曾参与了诸多跨领域的基础设施方面的成功交易，包括为客户从源头到消费生产点提供能源及资源的项目，集中服务于社会及教育领域的基础设施建设项目，旨在提高资源的利用效率和可持续发展性。这些交易涉及广泛的金融市场、结构创新和定制产品，包括绿色债券和可持续发展融资，以便满足客户巨大而独特的需求和金融监管的要求。
Nasrine Ghozali
Chief Risk Officer & Member of Strategies Group, OasisNasrine Ghozali is the Chief Risk Officer & Member of Strategies Group for Oasis. Ms. Ghozali re-joined Oasis in February 2016, and is based in Hong Kong, having previously been a Strategist, Convertible Bonds and Equity Derivatives Trader for Oasis between January 2006 and March 2010. Prior to re-joining Oasis, Ms. Ghozali co-founded Silver Tree, an Asia-focused event driven hedge fund, in June 2010, and served as Principal Portfolio Manager and Responsible Officer until January 2016. From August 2001 to December 2005, Ms. Ghozali was Co-Head of Convertible Bond Arbitrage at Natexis Arbitrage, Group Banques Populaires in Paris, and before that was a convertible bond trader with BNP Paribas Arbitrage in Paris between August 2000 and August 2001. Ms. Ghozali received a Master of International Finance & Economics, a Master of Economics majoring in Bank Finance Insurance, and a Bachelor of Economics majoring in Applied Economics from University Paris IX-Dauphine. Ms. Ghozali co-founded and co-leads the Board Diversity investor initiative in Hong Kong designed to raise awareness around issues of board diversity in Hong Kong, and to encourage investors to hold their investee companies accountable on matters of diversity. Ms. Ghozali also serves on the 30% Club Hong Kong chapter Steering Committee.
John Gollifer
Former General Manager, The Investor Relations SocietyJohn Gollifer was the General Manager and an executive director of the Board of the UK’s Investor Relations Society from 2012 to 2018. Prior to this, John spent 11 years at the Singapore Exchange where he was Senior Vice President and responsible for investor relations, among other roles in corporate strategy and communications. He established and ran the IR Professionals Association of Singapore from 2006-2008, is a multiple IR award winner and he created and taught an IR course at the Singapore Management University from 2009 to 2012. Since 2016, John has lectured at the University of Liverpool in London on the Masters in Strategic Communications, IR module.
John was trained as a banker and spent 15 years in Asia and Europe in corporate finance and equity capital markets. Since joining the IR Society, which works in partnership with other IR associations, John has led IR training, including for the International Certificate in IR (ICIR), in Chile, Indonesia, Japan, Nigeria, Singapore, Thailand and Turkey, as well as in the Middle East and UK. In 2018, John was awarded an Honorary Fellowship of the IR Society in recognition of his services to IR.
Angus Guthrie
中电控股有限公司投资者关系总监Angus Guthrie has over thirty years experience in the energy industry and fifteen years experience in Investor Relations. He has led the Investor Relations program at CLP Holdings Ltd in Hong Kong for over 4 years.
Originally trained as a geophysicist he worked in oil and gas exploration for a number of companies in Australia. After time in the Planning Department of Esso Australia he undertook exploration, commercial, strategy and planning roles with Boral Energy. He worked on the demerger of Boral Energy from its parent conglomerate to form Origin Energy in 2000. In 2001 he took over Investor Relations, building the program over 10 years as the market capitalization grew from around A$1 billion to A$15 billion.
In 2008 Angus was awarded Best Investor Relations Officer by Peer Vote in Australia. He joined the Board of the Australian Investor Relations Association (AIRA) in 2009 and was Chairman of AIRA for two years from 2011 to 2013. He left Origin and joined the CLP subsidiary EnergyAustralia in 2012 before moving to Hong Kong to work for CLP in April 2014.
Angus holds a Bachelor of Science with Honors and a Masters of Business Administration from the University of Adelaide. He is a Graduate of the Australian Institute of Company Directors and is a Panel Member of the Hong Kong Investor Relations Association.
Patrick Kiss
Founder & General Manager, IR ClubSince May 2003 Patrick Kiss (born Nov. 19, 1971) is Head of Investor & Public Relations of the MDAX-company Deutsche EuroShop. The authorized representative holds a degree in business administration and is a certified investment analyst (CEFA). Before he joined Deutsche EuroShop he was senior investor relations manager at SGL Carbon (2002-2003) and head of investor relations and corporate communications at Gontard & MetallBank (2000-2002). Patrick Kiss started his career at the international communications consultancy Burson-Marsteller (1994-1999) as new media-/hightech- and investor relations-consultant.
In addition to his professional activities, he founded IR Club, the online community for investor relations professionals in 2011. He is supervisory board member at Weng Fine Art since July 2018.
Angelina Kwan
Chief Operating Officer, BitMEXMs Angelina Kwan is currently the Chief Operating Officer of the Bitcoin Mercantile Exchange (BitMEX) and has responsibility over BitMEX’s operations around the world. She most recently established and ran the Regulatory Compliance Department and the HKEX Foundation Limited at Hong Kong Exchanges and Clearing Limited. Ms Kwan has extensive experience in Asia Pacific and the United States, in running businesses, business development, as well as investor and stakeholder relations. She started her career at KPMG and has held senior management, committee and/or board positions with the Securities and Futures Commission of Hong Kong, and other multinational companies and financial institutions.
She is currently a Hong Kong Government appointed member of the Women’s Commission, the Council for Sustainable Development, the Administrative Appeals Board, and the Lord Wilson Heritage Trust, a Director and Chair of the Audit Committee of the Securities Industry Development Corporation of Malaysia, Vice Chair and Director of the The Women’s Foundation, a Director of the Hong Kong Securities Institute, a Fellow and Member of the Hong Kong Institute of Certified Public Accountants, an Honorary Adjunct Professor of Finance of the Hong Kong Polytechnic University, and serves on a number of other Boards and Committees. She lectures frequently for various international government and regulatory organizations as well as course providers.
Ms Kwan is a Certified Public Accountant in the United States and Hong Kong and a graduate of the University of Southern California. Her MBA is from Pepperdine University and LLB from the Hong Kong University and Manchester Metropolitan University.
Alex Lupis
Head of Global Investor Access and Head of Client Engagement Group, APAC, HSBCAlex Lupis joined HSBC in 2010 and is Head of Global Investor Access and Head of Client Engagement Group in Asia-Pacific. He is responsible for the origination and execution of conferences, seminars, roadshows, field trips, expert events and macro research marketing for the Bank’s equity and fixed income clients globally. He also leads the client management strategy for HSBC’s Asian institutional clients, managing the delivery of the Bank’s resources to key Markets clients.
Before joining HSBC, Mr. Lupis held a similar role at Citi, where he oversaw the bank’s corporate marketing and origination for its Asian equity clients, based in Hong Kong and New York. He has 19 years of experience in the financial industry, having worked in the US and Asia. He started his career on the buy-side in Boston at Putnam Investments and Wellington Management Company. He holds a Bachelor of Commerce from the University of New South Wales and is a CFA charterholder.
Ian Matheson
澳大利亚投资者关系协会首席执行官Ian是澳大利亚投资者关系协会的首席执行官和创始人。 Ian曾担任Computershare Ltd.的投资者关系和市场情报部门 Computershare Analytics全球主管。在此之前，他是Orient Capital Pty Ltd 的合伙人，之前是澳大利亚投资管理协会的执行董事。 他还曾在澳大利亚西太平洋银行公司董事会担任高级职务，并担任该公司的顾问。亚历山大唐纳议员。
他是美国国家投资者关系协会的成员，澳大利亚公司董事协会的研究员和澳大利亚特许秘书的研究员。
Conor O’Mara
Managing Director and Head of Technology Specialist Sales, JefferiesConor O’Mara is a managing director at Jefferies and is head of Technology Specialist Sales. He has 24 years of both buy side and sell side experience investing in technology stocks across roles spanning long only and hedge fund management, research analyst and proprietary trading.
He started his career as a global PM at RCM In London from 1994-2000. In 2000 he left to found Europe’s first independent research firm, Arete Research, where he covered internet, software and CE stocks. In 2005 he left Arete to set up an Asian focused technology hedge fund at HSBC, moving from London to Hong Kong in 2006. He spent the next 7 years as a market neutral technology hedge fund manager at HSBC, Balyasny and Morgan Stanley SIG. In 2011 he left the buy side to join Jefferies as a specialist sales person focusing on technology. His technology daily goes to over 1,300 people around the world and he is involved in developing Jefferies’ expert series of speakers in conjunction with the corporate access team.
In addition to his day job at Jefferies, Conor is also a former Chairman of the Irish Chamber of Commerce of Hong Kong, a member of the chamber’s fintech group and is the local representative of Irish Funds, the association that represents all the member firms involved in the fund management industry in Ireland, most of whom have operations in Hong Kong. Given over 80% of assets under management in Hong Kong are European UCITS products domiciled in Ireland and Luxembourg, this role has given him close relationships with HKEX and other industry bodies in the Hong Kong fund management industry.
Conor holds a first class honors degree in international marketing and languages from Dublin City University and an MSc in Finance from London Business School.
Megan Tang
Senior Director, Corporate Finance Division, Securities and Futures Commission (SFC)Megan Tang, Senior Director, heads the Post-IPO team of the SFC’s Corporate Finance Division. Ms. Tang joined the SFC after almost two decades in private legal practice. Ms. Tang was previously a partner at a global law firm and was recognized as a leading lawyer by Chambers Asia-Pacific for both equity and debt capital markets work.
Harold Woo
President, Investor Relations Professionals Association (Singapore)Harold Woo is ex-Senior Advisor for Investor & Partner Relations in CapitaLand Limited. He joined CapitaLand in 2003 and relinquished his position as Senior Vice President, Investor Relations in June 2015. Post retirement from CapitaLand in May 2017, he assumed a senior advisory role at WeR1 Consultants Pte Ltd, a boutique investor relations, corporate strategy and media communications company, from September 2017 till October 2018.
He has almost 20 years of stockbroking experience in institutional sales, securities trading and investment research. From 1990 to 1999, he was with Vickers Ballas & Co Pte Ltd, progressing from Director of Institutional Sales to Global Head of Institutional Sales. Prior to 1990, he was Associate Director at James Capel Far East Limited, an international stockbroker. From 1981 to 1985, he was research manager at Ong & Co Pte Ltd.
Harold garnered the Best IRO award in IR Magazine – South East Asia Awards in 2006, 2007, 2009 and 2011. In 2012, he was named as one of 25 Best IROs of last 25 years by IR Magazine. In December 2015, he was bestowed a Lifetime Achievement Award by IR Magazine. He is on the judging panels for IR Magazine Awards 2017 and 2018 - South East Asia and Greater China self-nomination categories.
He served as the Honorary Secretary of the Securities Investors Association (Singapore) (SIAS) from 2015 - 2017. Harold is on the faculty for the Listed Entity Director Programme conducted by the Singapore Institute of Directors (SID). He received his Master of Science in Management Science from Imperial College, University of London.
Tae Yoo
Managing Director, Global Client Development, Market Development Division, HKEXTae Seok Clement Yoo serves as Managing Director in Global Client Development department in Market Development Division. His department is responsible for covering relationships and business development initiatives engagement of institutional clients across exchange participants, buy-side investors and custody banks.
Since joining HKEx in 2011, he was co-head of platform development & strategy and head of product & index development in Stock Connect, OTC Clear, BRICS exchanges alliance and London Metal Exchange (LME) acquisition. Yoo has over 21 years of industry experience with 14 years at CME Group in institutional business development and clearing risk management initiatives in Chicago and Asia. Prior to CME, he worked at Sumitomo Mitsui Bank (Sakura Dellsher, Inc.) and at Goldman Sachs & Co. in Chicago.
Yoo holds a bachelor’s degree from the University of Notre Dame, MBA from the Stuart School of Business at the Illinois Institute of Technology, and GSAL program at the University of Chicago, Graduate School of Business. He has been named an inventor on nine U.S. patents on derivatives risk management applications.
乐凤兰
妇女基金会行政总裁凭借其资深管理经验和决心为香港边缘化妇女服务的使命，乐凤兰于2017年9月加入妇女基金会担任行政总裁。居港近二十年，乐凤兰曾担任律师和恒生指数公司秘书，在其职业生涯成为一名资深的专业法律人士，为本港及亚洲多家企业提供顾问咨询，包括电讯盈科、AIA、 AIG、Aviva及周大福珠宝，还有中小企业、初创企业和非牟利组织。
乐凤兰是Room to Read香港分会的共同创办人，并协助在印度新德里成立区域项目办公室。她是香港及澳门澳洲商会的副主席，同时是其Women in Business Network的创办人和主席。乐凤兰亦是Aesop香港和台湾的非执行董事。在2015年，她在Austcham-Westpac Australia China Business Awards颁奖礼中荣获People’s Choice Award for the Advancement of Women in Business。
乐凤兰拥有悉尼大学文学院（荣誉）学士及法律学士学位，也是特许秘书和行政人员协会的研究员（FCIS），澳洲新南威尔士律师协会会员。她是澳洲董事学会的研究生会员（GAICD），同时是澳洲董事学会香港的委员。
伍兆荣
柯伍陈律师事务所资深合伙人伍兆荣律师拥有香港大学法学硕士学位。他早年曾任职于香港著名律师事务所，亦曾是执业大律师，其后于1993年与另外数名合伙人成立柯伍陈律师事务所。伍律师主要专业范围为商业诉讼，特别擅长处理企业及合伙纠纷、清盘及重组案件。伍律师亦担任多项公职，包括海外律师认许资格试主考员、香港会计师公会的重组及清盘学院技术委员会委员、香港律师会清盘法律委员会委员，及香港会计师公会执业证书试的审核员。伍律师是《Reforming Law Reform》（香港大学出版社）的其中一名撰稿人及编辑，亦是《Hong Kong Corporate Insolvency Manual》（第四版）的作者之一。伍兆荣律师是香港首批获得「较高级法院出庭发言权」的事务律师之一，并荣获 AsiaLaw Profiles 及 Chambers and Partners 评选为「清盘及重组」及「调解争议」范畴的优秀律师。
何汉明
香港中华煤气有限公司执行董事暨公司秘书何汉明先生，F.C.A., F.C.P.A., F.H.K.I.o.D., B.A.(Hons.)，自2007年3月起为本公司执行董事暨公司秘书。何先生为香港中华煤气有限公司（「中华煤气」）（乃上市公众公司及本公司的控股股东）的首席财务总裁暨公司秘书，何先生亦为中华煤气多家附属公司的董事。他为长春燃气股份有限公司、深圳市燃气集团股份有限公司及佛山市燃气集团股份有限公司的董事，该等公司均为上市公众公司。何先生为香港上市公司商会常务委员会成员及香港总商会税务委员会委员。他是英格兰及威尔斯特许会计师公会资深会士、香港会计师公会资深会士及香港董事学会资深会士。何先生毕业于英国曼彻斯特大学，获经济及社会科学（会计及财务）之荣誉学士。他并修读于美国哈佛商学院Advanced Management Program课程﹔哈佛商学院、清华大学经济管理学院及中欧国际工商学院的全球高管发展课程﹔以及新加坡管理学院的首席行政人员课程。何先生于企业投资者关系方面积逾25年之丰富经验。
凌显猷
中电控股有限公司副公司秘书Michael Ling is the deputy company secretary for CLP Holdings Limited and oversees the day to day functions of CLP Group Corporate Secretarial and works closely with the Board of Directors of CLP Holdings and the Board Committees.
Prior to taking up this position in 2016, he was the legal counsel on the international team of CLP Group Legal Affairs for over four years. Before joining CLP, he was in the group legal function of AIA Group Ltd and was involved in the restructuring of the AIA group of companies. He also has extensive experience in corporate transactions and advisory work including public and private M&A and capital markets work in Hong Kong, London and Beijing.
He holds a Bachelor of Laws and Bachelor of Commerce from the Australian National University and has completed the IMD’s Applied Leadership Program and the FT Non-Executive Director Programme. He is a Fellow of Salzburg Global Seminar.
刘碧茵
香港交易所Chief Financial Officer (Hong Kong)Vanessa joined HKEX in 2015 and is currently a Managing Director and Chief Financial Officer of the Hong Kong office. She spent the early years of her career in PricewaterhouseCoopers London where she was qualified as a Chartered Accountant before moving into the consulting industry with McKinsey & Company for another six years. Vanessa is well versed in the commodities space through her service as the Chief Financial Officer of Global Rolled Products at Alcoa and later as a Senior Research Analyst and Vice President specializing in Asian metals and mining research at Sanford C. Bernstein. Vanessa holds an MA in Mathematics & Computation from the University of Oxford.
卫绍宗
柯伍陈律师事务所合伙人在投身法律界之前, 卫绍宗律师曾分别任职于银行界及廉政公署。
卫绍宗律师的主要执业范围涉及就有关香港的反贪污、商业罪行、执法及监管合规事宜, 包括打击洗钱, 向客户提供建议。他曾处理案件包括公司诉讼、股东争议及破产事宜、诽谤、本港及国际仲裁、网络安全、资料安全与私隐法、竞争法、电子文件透露与鉴证调查, 以及物业诉讼。
吴沛华
Advisor, (Retired Corporate Vice President), Lenovo Group LimitedGary Ng retired from Lenovo Group Limited, a Fortune 500 company and a leading personal technology company in the world, since April 2018 as a corporate Vice President, and stays thereafter as an Advisor of the Company, He was responsible for the group’s global investor relations and financial communications programs and policies.
Mr. Ng has extensive experience in investor relations and financial communications. Under Mr. Ng’s leadership, Lenovo has won a number of IR awards including 2016 Top 3 Best IR Program (sell-side), 2015 Top 2 Most Honored Companies and Best IR Company (Asia Technology / Hardware) by US based Institutional Investor Magazine; 2014 & 2013 Global Top 50, 2012 Grand Prix IR Award by UK based IR Magazine; 2015 Best IR Company - Large Cap by Hong Kong Investor Relations Association (HKIRA). Gary was also recognized by the industry for his achievements, and has been consistently ranked top IR professional in Hong Kong / China, including the Best IRO – Large Cap by HKIRA in 2016; Best IR Professional (Technology / Hardware) by Institutional Investor Magazine in 2015, and a number of other IR awards. Prior to Lenovo, Mr. Ng had worked for a number of Hong Kong listed companies including VP Corporate Affairs of Esprit Holdings, Director of Corporate Communications and Investor Relations, Company Secretary of Clear Media and Guangdong Kelon during which Gary had also won a number of awards in investor relations and financial communications. Prior to that, Gary had been holding leadership roles in several communication consulting firms including Deputy MD of Gavin Anderson in Hong Kong, a renowned global financial PR consulting firm.
Mr. Ng holds a master degree in International Communications from Macquarie University, Australia, a MBA degree from the Chinese University of Hong Kong, and a bachelor degree of Social Science in Economics & Finance from the University of Hong Kong. He is the founder and former chairman of the Investor Relations Association Asia (The predecessor of HKIRA) and a member of IR Panel of HKIRA. Gary was also a fellow member of Institute of Chartered Secretary in HK & UK, a panel Specialist of Hong Kong Council for Accreditation of Academic & Vocational Qualifications and a member of Advisory Board of Hong Kong Federation of Business Students.
周嗣良
毕马威香港信息技术咨询服务合伙人周嗣良在澳洲、东盟、中国和美国的科技行业担任高级管理层已超过18年。周先生的专长是利用最新技术和方法解决客户的业务问题。
加入毕马威之前，周先生曾担任 IBM 中国区的全球商业服务 (GBS) 云咨询服务主管。他带领团队提供大数据、人工智能和API/微服务，同时利用Design Thinking、Agile 和 Garage-Factory等方法，协助客户实现数码和云 (私营、公营和公私混合) 转型。
孙文华
Ipreo by IHS Markit亚太地区企业服务销售主管作为Ipreo by IHS Markit 于亚太地区的企业服务销售主管，孙文华先生致力负责领导团队拓展亚太地区的企业客户。
在加入Ipreo by IHS Markit之前，孙先生曾于Computershare和Georgeson担任管理层职务，也曾于Thomson Reuters担任亚太地区的企业服务主管。孙先生有超过20多年在投资者关系和公司治理咨询方面的经验。除此之外，他在产品管理、战略业务发展和销售方面也担任过管理职务。
孙先生毕业于澳大利亚新南威尔士大学。他持有商业荣誉学士和法学学士学位, 并拥有法律硕士学位。
庞溟
汇丰中国证券策略分析师庞溟于2016年加入汇丰银行，现为中国证券策略分析师。此前，庞溟在一家中资投资银行担任证券分析师，并曾覆盖房地产、基本材料、金属及采矿、物流、医药保健等板块。他拥有香港大学经济学博士学位、芝加哥大学社会学硕士学位及香港科技大学经济学硕士学位。在中国人民大学获得金融学学士学位后，他曾在普华永道会计师事务所供职。
张化桥
中国支付通公司董事长张化桥是中国支付通公司董事长，兼多家上市公司的董事（包括复星国际，龙光地产和绿叶制药等）。他曾经在瑞士银行研究部和投资银行部工作长达11年。八十年代，他在中国人民银行工作三年。 1991-94年他担任澳洲的堪培拉大学金融学讲师。 2006-08年，他是深圳控股有限公司的首席运营官。
彭晓辉
汇丰亚太区投资者关系主管彭晓辉现任汇丰控股有限公司亚太区投资者关系主管。他于2009年6月加入汇丰，此前曾于股票研究领域工作20年，主要从事银行业研究。
在此期间，他曾任法国巴黎银行欧洲银行业研究主管、Robert Fleming Securities银行业研究全球主管，以及BZW欧洲银行业研究主管。此前，他曾在英国、美国和香港为巴克莱国际银行(Barclays Bank International)工作。
彭晓辉持有英国伦敦大学学院地理学荣誉学士学位。他有三名子女，现居于香港。
戴力弘
银河娱乐集团集团财务总裁戴力弘先生
银河娱乐集团集团财务总裁
戴力弘先生为银河娱乐集团(「银娱」)集团财务总裁。戴先生对于博彩业内企业融资、并购等投资银行业务、财务管理及国内与海外的业务发展方面饶富经验。加入银娱前，戴先生于拉斯维加斯多间博彩公司担任财务部高级行政职务。
戴先生于Allegheny College 修毕理学士课程，共获 Simon School at the University of Rochester 颁授工商管理硕士
王芳
贝莱德资产管理北亚有限公司投资督导团队大中华地区主管王芳女士是特许金融分析师。现任投资督导团队大中华地区主管。她的团队代表客户对贝莱德所投资的中国，香港，和台湾的公司进行对话沟通和代理投票。她同时带领团队和投资部门紧密合作以帮助投资团队更好的在投资过程中融入环境，社会和公司治理的要素。
王芳女士积极参加有关公司治理、管理和责任投资项目的公开辩论。通过这些公开辩论和与监管机构的直接沟通带领团队对监管机构的政策发展分享投资人的观点和见解。王芳女士是贝莱德作为香港绿色金融委员会的成员的代表。
王芳女士于2014年4月加入贝莱德。在此之前的四年多，她在新加坡担任ISS Governance中国大陆和台湾地区研究部门的负责人。王芳女士在清华大学获得金融学学士学位，而后在新加坡管理大学获得金融学硕士学位，主要进行公司治理领域的研究。
李令德
毕马威会计师事务所资本市场发展主管合伙人(香港)李令德女士加入毕马威超过20年，一直参与国内外项目，幷于2004-2011年长驻深圳办事处，主要为中港两地上市及跨国企业提供审计，会计咨询及资本市场相关服务。她对中国大陆及香港的多个行业包括零售、工业、房地产及基建、教育、医疗、高增长性行业等均累积了经验；服务过的企业类型包括国型企业、民型企业以及外商跨国企业。
林家礼
香港数码港管理有限公司主席林博士拥有超过30年在跨国企业之国际管理经验，具备丰富的在上市公司管理、公司管治、策略顾问、投资银行、直接投资及基金管理方面的经验，也在电讯媒体高科技、消费市场/医疗、基建/地产、能源/资源及金融服务行业里的领先企业担任了董事或总裁、首席营运官及总经理等高管职务。
他现为麦格理基础建设及有型资产之香港及东盟区非执行主席兼亚洲区首席顾问、香港特别行政区政府创新、科技及再工业化委员会委员、香港天使投资者脉络荣誉顾问、亚太区地产协会特别顾问、香港城市大学顾问委员会委员、澳洲管理会计师公会亚太区荣誉主席、香港—东盟经济合作基金会会长、香港贸易发展局一带一路委员会委员及其数字丝路工作组召集人、太平洋地区经济理事会理事、联合国亚洲及太平洋经济社会公署ESBN执行委员会主席及其银行及金融业专案组主席。
林博士乃香港高等法院律师、香港仲裁司学会及香港董事学会资深会员、澳洲会计师公会荣誉资深会员、澳洲管理会计师公会资深会员、香港设施管理学会荣誉资深会员及香港大学专业教育学院荣誉院士。
格隆
格隆汇创始人格隆，金融学博士，华人海外投资领先平台---格隆汇创始人。
首届新财富最佳研究员，国内首批出海投资者之一，拥有20年境内外跨市场投资经验，曾先后就职于国内三大基金公司与香港最大中资保险公司，分别担任研究总监与投资总监，管理资产规模过千亿，对A股、港股、美股等境内外各投资领域，都有丰富的经验积累，以及独到的眼光与见解。
梁承敏
香港交易所市場發展科首席營運總監兼產品執行部主管梁承敏2015年加入香港交易所，現為香港交易所市場發展科首席營運總監兼產品執行部主管。加入香港交易所前，她在高盛投資銀行部工作近10年，曾任覆蓋消費零售行業的執行董事，參與周大福珠寶集團、普拉達、新秀麗等大型首次公開招股。
梁承敏熱心參與社會事務以及與推廣勞動力多元化相關的工作，為香港及國際不同的非牟利機構與學校提供服務；現時為香港交易所女菁匯聯席主席，Time Auction理事會成員兼財務總監，亦是心光盲人院暨學校籌款委員會以及美國Phillips Academy (Andover) 校友委員會成員之一。梁承敏是香港美國商會2016年「最具影響力女性獎 ─ 年度傑出女青」的得主。
梁承敏在香港土生土長，幼年就讀本地學校，高中時赴美升學，後於賓夕凡尼亞大學取得經濟理學士學位。梁承敏並修畢藍帶國際廚藝學院悉尼分校的初級料理和初級糕點課程。
王一萱
深圳证券交易所香港子公司负责人王一萱，经济学博士，高级经济师。现任深圳证券交易所香港子公司负责人，从事金融证券工作20多年，有丰富的金融证券实务和研究经验。1991年毕业于清华大学，获工学和经济学双学士，1994年和2001年在中国人民银行研究生部（五道口）国际金融、金融专业获经济学硕士和博士学位。历任国家外汇管理局北京分局副处长、中国人民银行营业管理部副处长，深圳证券交易所综合研究所副所长、前海工作小组副组长。主持和承担人民银行、外汇局、深交所的重要研究课题十多项，课题成果获多项奖励。熟悉香港金融法规和运作，主持完成的“内地与香港基金互认服务平台”获得深交所2015年优秀项目奖第一名；1999年曾在香港中文大学金融系作为访问学者从事半年研究工作。
王家琦
冠君产业信托行政总裁王女士为冠君产业信托之行政总裁，领导信托的策略性发展、资产管理和资产增值。她同时带领团队物色投资机会、制定收购和投资策略，以及监督信托的资本结构。
王女士拥有逾15年于本港及海外之金融投资经验。于加入冠君产业信托前，她受聘于花旗集团及摩根大通集团的投资银行部，为多间蓝筹企业及香港房地产公司提供策略性建议，并完成了多个重大的上市集资、资本市场筹募基金活动及策略性收购合并项目。
王女士毕业于密歇根大学罗斯商学院及拥有工商管理学士学位。她获《亚洲企业管治》颁发「亚洲最佳行政总裁」荣誉，她为亚太房地产协会香港分会主席及英国皇家特许测量师学会的资深会员。
简嘉颖
香港交易所董事总经理兼上市部上市发行人监管主管简嘉颖是香港交易及结算所有限公司的董事总经理兼上市部上市发行人监管主管，其辖下的上市发行人监管团队主要负责监管在香港联合交易所上市的逾2,000家公司及其遵守《上市规则》的情况。此外，简嘉颖亦负责带领上市发行人监管团队制定适用于上市公司的政策，旨在提供一个公平、有序及高效的证券交易市场，确保投资者得到适当水平的保障。
简女士于1996年加入香港交易所，历任上市部多个领域的职务，2006年擢升现职。她是加拿大合资格特许会计师，加入香港交易所前曾任职加拿大及香港的国际会计师事务所。
缪子美
荷宝投资管理集团亚太股票联席主管及中国首席投资总监缪子美小姐现任荷宝亚太股票联席主管及 中国首席投资总监。 缪子美小姐一直担任荷宝中国股票及中国A 股基金经理。自2008 年来加入亚太区投资团队成员。在此之前， 有两年时间参与位于荷兰鹿特丹的荷宝新兴市场团队工作，2007 年开始管理荷宝中国股票基金。
缪小姐具备多个专业资格，如特许金融分析师、 美国注会计师和金融风险管理师等。
在2006 年加入荷宝之前，缪子美小姐在美国与中国分别工作七年与五年，曾经在不同金融机构包括摩根大通 (JPMorgan Chase &Co)、Asterion Capital LLC 和Banco Nacional Ultramarino SA 担任资深职位。缪子美小姐自1992 年开始从事金融服务行业工作， 有超过20 年的行业经验。 缪子美小姐在美国宾夕法尼亚大学沃顿商学院获得工商管理硕士，主修财务；并在澳门大学取得会计与财务学士学位。
胡宇力
鵬元國際執行董事兼行政總裁胡宇力先生是信用评级机构鹏元国际的执行董事兼行政总裁。鹏元是一间获得香港证监会和及中国监管机构牌照的信用评级集团,亦是信用评级及研究的行业领跑者。胡宇力主要负责公司的综合战略管理、业务营运,及国际商业发展。
在加入鹏元之前,胡宇力是大公国际信用评级公司全球业务发展总监,管理大公位于北京、香港、法兰克福、米兰等地的信用评级业务开发,他是第一位为中资评级机构争取到国际美元债评级专案的负责人。在大公之前,胡宇力在一家英国法律顾问公司GOALgroup的亚太地区负责人,为亚太地区包括澳洲,纽西兰等国的大型投资者提供集体诉讼案件的顾问工作。从2011到2013。胡宇力是惠誉大中华地区的销售负责人,并此前从2007至2011年间担任彭博社固定收益产品开发以及销售工作。
苏哲凯
EQS 集团管理委员会成员苏哲凯先生，于2018年7月获委任为EQS Group AG之首席营收总监及管理委员会成员。彼负责本集团之全球客户，收入及营销事务。彼于该等工作已具广泛经验。
苏先生于2007年加入EQS集团，并在其国际业务拓展中发挥了主导作用。于2009年年至2012年期间，彼于莫斯科办事处主力发展俄罗斯业务，其后四年间亦于亚洲负责相关的业务发展。自2017年起，苏先生重返德国慕尼黑集团总部，同时活跃于EQS全球办事处（包括香港）的监管事务。
莫伟民
富邦康宏资产管理（香港）有限公司投资总监莫伟民先生现为富邦康宏资产管理（香港）有限公司之投资总监, 富邦康宏资产管理（香港）有限公司乃富邦证券投资信托股份有限公司于香港之子公司。于此之前，莫先生为兴业金融资产管理有限公司(马来西亚第四大银行之全资附属公司)之资产管理主管及投资总监。莫先生曾为海通国际资产管理之投资董事、及其他知名资产公司工作，包括国泰君安资产(亚洲)有限公司及东亚联丰投资管理有限公司。负责管理强制性公积金、单位信托基金、私募基金及保险公司、大学及退休基金之投资。莫先生亦任职于香港金融管理局外汇储备管理部门为投资组合经理，管理外汇基金环球股票投资组合莫先生持有特许财务分析师(CFA)、澳洲会计师公会会员、香港会计师公会资深会员、及认证金融风险管理师(FRM)等专业资格。
谢国梁
中国银行(香港)经济及政策研究主管谢博士任职于中国银行香港有限公司，目前担任该机构经济及政策研究主管。谢国梁博士在香港银行业服务二十余年，大部分时间在不同岗位从事经济研究，起草报告等，在多年的研究工作中撰写了大量经济金融问题研究报告供决策参考。谢博士是全国港澳研究会港区创会委员。他服务华商银行公会多年，目前担任该公会学术组组长。谢博士也是香港工业总会国际事务委员会成员。他也担任过香港特别行政区政府中央政策组特邀顾问(非全职顾问)及泛珠江三角洲委员会委员。
钟创新
小i机器人首席财务官钟创新先生于2018年9月加入小i机器人。作为首席财务官，钟先生负责公司财务战略的制定、风险管理、融资、资本运作和投资者教育等工作。
钟先生在金融市场市场的生态圈有超过20年的丰富经验，曾于多家国际性投资银行、四大会计师事务所及香港特区政府工作，并参与过不少的企业首次公开发售(IPO) 、股权融资、兼并收购和资本运作业务。加入小i机器人前，钟先生在香港交易所工作接近13年，主责所有内地企业赴港上市的培育和推广工作，并参与了沪港通、深港通、新经济企业新上市规则改革等战略发展项目，同时也负责内地投资者教育工作，完善生态环境，并推动市场的持续发展。在中港两地的金融市场业内有广泛的人脉网络和丰富的实战经验。
钟先生毕业于香港中文大学，获工商管理学士学位，并取得美国专业会计师（AICPA) 和特许金融分析师（CFA) 的专业资格。
钟先生现为香港中国企业协会上市公司委员会副理事长及皇仁书院旧生会副会长。
陆楷
莎莎国际控股有限公司首席财务总监及执行董事62岁。陆博士为莎莎国际控股有限公司之首席财务总监及执行董事，亦为该集团若干附属公司之董事。陆博士拥有逾35年于本港及海外之财务及管理工作经验。于2002年3月加入莎莎前，陆博士为Tom.com有限公司（已易名为TOM集团有限公司）之财务总监兼执行董事。陆博士持有英国伯明翰大学之商科学士学位及其颁授之荣誉博士学位，并为英国及威尔斯特许会计师公会及香港会计师公会之会员。陆博士现任香港零售管理协会执委会成员及会员事务委员会(先前名为会员事务及筹款委员会)成员、电子商贸委员会会长、CNBC全球首席财务总监理事会成员、及香港投资关系协会资深会员及咨询委员会成员。
陈凤翔
城市大学Associate Director of MBA ProgrammeDr. Wilson Chan, serving as a member of the FSDC Mainland Opportunities Committee, is an Associate Director of MBA Programme of City University of Hong Kong after retiring from the senior positions of banking industry in the early 2000s. Dr. Chan is also hosting different programmes related to the Belt and Road Initiative or Greater Bay Area at Metroradio and RTHK.
陈树添
宏利资产管理环境、社会及管治研究整合高级分析师陈树添驻于香港，就环境、社会及管治（ESG）整合研究和相关活动，与亚洲投资人员保持紧密合作，包括鼓励企业参与ESG议题。
在加入宏利资产管理前，陈树添于安永香港担任ESG顾问经理，负责向金融机构、企业和政府提供ESG风险评估顾问服务。加入安永前，陈树添任职香港生产力促进局顾问，专注于香港特区政府的项目。
陈树添持有香港中文大学理学士学位，以及香港大学环境管理理学硕士学位，并为特许财务分析师。
黄天佑
中远海运港口有限公司执行董事、董事副总经理黄博士为中远海运港口有限公司执行董事、董事副总经理及公司管治委员会主席。彼亦为7间香港上市公司独立非执行董事。
黄博士为香港董事学会卸任主席及曾任该学会的主席(2009-2014)、财务汇报局成员及廉政公署审查贪污举报咨询委员会委员。彼亦曾为证券及期货事务监察委员会非执行董事(2012-2018)、投资者教育中心主席(2017-2018)、香港联合交易所有限公司主板及创业板上市委员会成员(2007-2013)及公司法改革常务委员会委员(2010-2016)。
黄博士于1992年在美国密兹根州 Andrews University 获取工商管理硕士学位及于2007年在香港理工大学获取工商管理博士学位。
黎嘉颖
中国电信股份有限公司投资者关系总经理黎女士在投资者沟通、公共关系、广告及市场推广方面拥有丰富的经验。现任中国电信股份有限公司（香港交易所股份代号：728；纽约证券交易所股份代号：CHA）投资者关系总经理，主力为公司制定投资者关系策略，并带领团队落实计划，以促进管理层与投资者之间的相互沟通。同时，她亦负责公司的媒体关系。于2006年加入中国电信之前，曾任职于多家知名的公关公司及广告公司，服务具规模的跨国企业客户。
黎女士的专业能力得到多家权威机构的高度认可。她分别于2016、2017及2018连续三年获《企业管治亚洲》颁发「最佳投资者关系专员」；自2016至2018年连续三年于《机构投资者》「亚洲最佳企业管理团队」评选中获投资者票选为电信业「最佳投资者关系人员第一名（买方及卖方）」。她在中国电信管理六人团队，为公司在《投资者关系杂志》所举办的「2017年全球50强」中赢得第一名及于「2018年全球50强」中取得通讯业第一名的殊荣。
黎女士毕业于香港大学获金融学士学位及持有香港中文大学工商管理硕士学位。她是一名特许金融分析师，同时亦是香港投资者关系协会IR Panel成员。
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