Financial Planning for Golden Agers
Day 3
Schedule
1:00 pm
-
2:30 pm
SAI Lab
Cantonese
Financial Planning for Golden Agers
Panelists
Mr Rocky CHEUNG
Executive Director, Head of Investment Product and Advisory, Hong Kong Wealth Management, DBS Bank (Hong Kong) Limited
Mr Rocky Cheung is Executive Director, Head of Investment Product and Advisory, Hong Kong, Wealth Management of DBS Bank (Hong Kong) Limited. Mr Cheung joined DBS Private Bank in November 2004 as an Investment Advisor and was subsequently appointed as Head of Investment Team in 2009.
He leads the investment team overseeing different asset classes, providing advisory and investment services to external clients, as well as business units within DBS Group. Prior to his current appointment, Mr Cheung played a key role in the Equity and Fund Investment Teams to ride out the sub-prime and the global financial crisis in late 2008.
Mr Cheung has 16 years of experience in the financial industry. Prior to joining DBS, he was a trader in a private hedge fund house and a consultant for designing derivatives trading system. In his earlier career, he spent three years at Hong Kong Futures Exchange Limited and held various roles in the electronic trading department. Before that, Mr Cheung helped Taiwan’s Grand Cathay Securities Corporation to set up operation in Hong Kong. He started his career as a Management Trainee at Bank of Communications, Hong Kong.
Mr Cheung holds two master degrees, Master of Investment and Master of E-commerce from Hong Kong University of Science and Technology (HKUST) and City University of Hong Kong (CUHK) respectively. He also holds a Bachelor degree in Business Administration from HKUST.
He leads the investment team overseeing different asset classes, providing advisory and investment services to external clients, as well as business units within DBS Group. Prior to his current appointment, Mr Cheung played a key role in the Equity and Fund Investment Teams to ride out the sub-prime and the global financial crisis in late 2008.
Mr Cheung has 16 years of experience in the financial industry. Prior to joining DBS, he was a trader in a private hedge fund house and a consultant for designing derivatives trading system. In his earlier career, he spent three years at Hong Kong Futures Exchange Limited and held various roles in the electronic trading department. Before that, Mr Cheung helped Taiwan’s Grand Cathay Securities Corporation to set up operation in Hong Kong. He started his career as a Management Trainee at Bank of Communications, Hong Kong.
Mr Cheung holds two master degrees, Master of Investment and Master of E-commerce from Hong Kong University of Science and Technology (HKUST) and City University of Hong Kong (CUHK) respectively. He also holds a Bachelor degree in Business Administration from HKUST.
Mr Paul PONG
Former Chairman, Institute of Financial Planners of Hong Kong
Mr. Paul Pong, is the managing director of Pegasus Fund Managers Limited has worked in the fund management industry over 20 years. He is a non-official member of Human Capital Committee – Financial Services Development Council, a member of Advisory Committee of Hang Seng Indexes Co. Ltd., a member of Disciplinary Panel A of the Hong Kong Institute of Certified Public Accountants, a member of Mandatory Provident Fund Schemes Advisory Committee, a Convener – Financial Section of Hong Kong Professionals & Senior Executives Association, Former Chairman of the Institute of Financial Planners of Hong Kong, Vice President of The Hong Kong Institute of Financial Analysts and Professional Commentators Ltd, Member of Court of City University of HK, Vice President of HK Shanxi Chamber of Commerce and Founder of the Institute of Financial Technologists of Asia Ltd.
Facilitator
Ms Lai Chong AU
Executive Director, Delta Asia Financial Group
Ms. Au is the Chief Executive Officer of Delta Asia Securities Limited, Delta Asia Wealth Management Limited & Delta Asia Financial Futures Limited. Lai-Chong has over 15 years of experience in financial industry. Prior to rejoining Delta Asia, Lai-Chong was the Senior Marketing and Client Services Manager of Hamon Investment Group. Other than responsible for developing asset management business, expanding asset size and client base, she also helped broadening the firm’s institutional relationships globally. Lai-Chong actively involves in community work and is currently the convenor of the “Wanchai Commons”.