果樹投資法
Speaker :
Mr. Chester CHU朱維鵬先生
‧ 註冊財務策劃師協會副會長、香港財務顧問協會會長 & 注冊財會金融師公會會長
．果樹集團的創辦人：業務橫跨香港、橫琴和澳門
．專業資格為香港證監會註冊證券商Type 1, 4 & 6 的持牌負責人。
．“中外要聞＂China and World Highlights 副主編。
．FIPA, FFA, FHKIod, FCMA, MBA, FHKRFP, MHKA, MHKSI
Introduction :
香港從二次大戰結束的1945年至今76年，人口約60萬激增至超過700萬，成為世界上人口密度最高的城市之一。經濟發展，早期由於內地局勢不穩，大量移民遷居香港，帶來了資金、技術和人力資源，帶動了香港的經濟騰飛，成為現在的國際金融中心 (The Global Financial Centre)。香港過往的成功，羸得美譽和國際認同，其實是有賴政府和市民，同心協力不自覺地建立了多元化的核心價值。朱會長與朋友、學者、商人、專業人士，組成一個智囊團(Think Tank)，多次利用Zoom開會後，將意見編纂成章與大家分享，希望大家能把握和珍惜我們獨有的優勢－核心價值，制定和實施一套正確的競爭策略。
Topic content:
香港國際金融中心的現況、證券交易所的實力; 核心價值分析: 積極不干預政策、人民幣離岸中心、尊重法治與高度自治、廉潔 與公平公正公開、低稅率、金融開放/外匯自由浮動與資金出入無管制、民主自由/言論自由/注重人權/保障私人財產。
Date : 30 September 2021 (Thursday)
Time: 18:30 – 20:00
Zoom Meeting Link : https://us06web.zoom.us/j/81828263724
Meeting ID: 818 2826 3724
Language: Cantonese
On line Registration: Click here
2021 下半年投資部署分析
Speaker :
Mr. Michael Wong 黃敏碩先生 – 註冊財務策劃師協會會長
Miss Lee Yat Lam Barbara 李溢琳小姐 – 南方東英資產管理ETF及指數策略部擔任ETF策略師
Topic content:
1) 下半年環球市場趨勢分析
2) 主題板塊及股份建議
3) 南方東英分享下半年投資展望及焦點主題板塊，主要圍繞智創生活, 綠創發展, 優創未來
4) 如何利用ETF簡單直接捕捉潛力板塊
Date : 12 August 2021 (Thursday)
Time: 18:30 – 20:00
Zoom Meeting Link : https://zoom.us/j/99606311306
Meeting ID : 996 0631 1306
Language: Cantonese
On line Registration: Click here
Dos and Don’ts in describing your goods or services – understanding the unfair trade practices legislation
Speaker:
Dr. Albert Ho, CMSM
Dr. Ho is a barrister of the Honourable Society of the Middle Temple of England and Wales, and the High Court of Hong Kong. Before practising at the Bar, he was the Assistant Commissioner of Customs and Excise in charge of investigation and intelligence, overseeing the investigation and intelligence work on intellectual property offences and organised crime, and leading the enforcement of unfair trade practices under the Trade Descriptions Ordinance
Topic content:
If you are looking for ways to describe your goods or services to promote their offerings and attempt to attract the attention of customers, you need to be careful about their rights. Globally, the laws for protecting consumer interests are increasingly complex and stringent on what you can say or what you cannot say or what you should say about your goods or services.
The seminar will touch on the consumer protection provisions under the Trade Descriptions Ordinance in Hong Kong and discuss the following topics
- Main provisions of unfair trade practices under the Trade Descriptions Ordinance
- Case studies and the attitude of the court when imposing sanctions
- Q&As
Date: 8 July 2021 (Thursday)
Time: 18:30 – 20:00
Zoom Meeting Link: https://zoom.us/j/93569657522
Meeting ID: 935 6965 7522
Language: English
On line Registration: Click here
晶片需求大時代 – 台股在全球經濟的槓桿
Speaker:
Mr. Andy Ng 吳方俊先生 – 富邦基金管理(香港)董事總監
Topic content:
- 2021年首季以來，晶片供應短缺成為影響整個科技供應鏈的灰犀牛事件。即將進入下半年，晶片短缺的危機是否有望舒緩？晶片產業究竟是迎來下一個十年的繁榮還是成為壓垮環球經濟的稻草？
- 蘋果發表由台積電代工的自家設計M1晶片，並首次應用在桌面電腦iMac，究竟對全球晶片產業生態圈帶來甚麼顛覆性的影響？
- 面對中美科技戰的打響及地緣政治的角力，台灣作為全球科技供應鏈的重鎮，又有怎樣的「危」與「機」？
Time: 18:30 – 20:00
Zoom Meeting Link : https://zoom.us/j/91388392643
Meeting ID : 913 8839 2643
Language: Cantonese
On line Registration: Click here
D&O and Cyber Insurance
Speaker:
Miss Melody Qian 錢一心小姐
Senior Vice President, Global Professional and Financial Risks – Greater China of Lockton Companies (Hong Kong) Limited
Melody began her insurance career in 2002 as a Financial Lines underwriter with AIG Insurance Company in Shanghai, and then became Financial Lines underwriting manager with Chubb Insurance Company in Shanghai. She moved to Hong Kong in 2009, and was in charge of Commercial D&O and Financial Institution practice for Asia with Liberty International Underwriters. In 2014, she joined Pembroke Syndicate 4000 at Lloyd’s, then set up and ran Pembroke’s service company in Hong Kong, i.e. Ironshore Hong Kong, specializing in mergers & acquisitions and financial risks. Following the merger between Liberty and Ironshore, she set up and ran Sunwising Insurance Broker (Hong Kong) in 2018, specialized in servicing Private Equity and Venture Capital funds. She joined Lockton Greater China Global Professional & Financial Risk (GPFR) team in May 2020.
Melody has been specialized in Directors and Officers Liability insurance (D&O), Professional Indemnity (PI), Investment Manager Insurance (IMI), Crime Insurance and Warranty and Indemnity Insurance (W&I) etc., and has served a wide range of industries including financial institutions, fund management, technology and e-commerce, biotech and pharmaceutical, manufacturing and etc. She has a strong track record in product design, coverage and policy drafting.
Content :
- D&O Insurance Basics
- Who need D&O Insurance
- How D&O Insurance work
- Cyber Insurance Basic
- Who need Cyber Insurance
- How Cyber Insurance work。
Date: 27 May 2021 (Thursday)
Time: 18:30 pm – 20:00 pm
加入 Zoom Meeting link: https://zoom.us/j/92976441786
會議 ID：929 7644 1786
Language: Cantonese
On line Registration: Click here
香港多元化的核心價值
Speaker:
Mr. Chu Wai Pang, Chester朱維鵬先生
‧ 香港財務顧問協會會長、註冊財務策劃師協會 & CMA 公司上市及併購委員會副會長
．果樹集團的創辦人：業務橫跨香港、橫琴和澳門
．專業資格為香港證監會註冊證券商Type 1, 4 & 6 的持牌負責人。
．“中外要聞＂China and World Highlights 副主編。
．FIPA, FFA, FHKIod, FCMA, MBA, FHKRFP, MHKA, MHKSI
Introduction :
香港從二次大戰結束的1945年至今76年，人口約60萬激增至超過700萬，成為世界上人口密度最高的城市之一。經濟發展，早期由於內地局勢不穩，大量移民遷居香港，帶來了資金、技術和人力資源，帶動了香港的經濟騰飛，成為現在的國際金融中心 (The Global Financial Centre)。香港過往的成功，羸得美譽和國際認同，其實是有賴政府和市民，同心協力不自覺地建立了多元化的核心價值。朱會長與朋友、學者、商人、專業人士，組成一個智囊團(Think Tank)，多次利用Zoom開會後，將意見編纂成章與大家分享，希望大家能把握和珍惜我們獨有的優勢－核心價值，制定和實施一套正確的競爭策略。
Content :
香港國際金融中心的現況、證券交易所的實力; 核心價值分析: 積極不干預政策、人民幣離岸中心、尊重法治與高度自治、廉潔 與公平公正公開、低稅率、金融開放/外匯自由浮動與資金出入無管制、民主自由/言論自由/注重人權/保障私人財產。
Date: 15 April 2021 (Thursday)
Time: 18:30 pm – 20:00 pm
加入 Zoom Meeting link: https://zoom.us/j/93615574203
會議 ID： 936 1557 4203
Language: Cantonese
On line Registration: Click here
内地企業如何利用香港融資、壯大、發展海外和增强競爭能力
前言: 改革開放後，國家提供政策容許内地企業來香港開發公司融資，上市，開拓海外市場，是如何做到？到底香港能爲國内企業做甚麽呢？讓香港的專家為大家分享和解答！此外，内地遇到的困難我們也希望進行討論和分析香港可能的解決方案，歡迎内地工商界提出，座談會後可以針對性協助探討，讓香港成爲内地企業的證券部及顧問團。
分享嘉賓 :
| 嘉賓簡介 : | 分享內容 : |
| 1. 朱維鵬先生
– 香港財務顧問協會會長、註冊財務策劃師協會副會長 – 併購交易師，公共、財務、管理會計師 – 果樹集團執行官，香港証監會(SFC) 1,4,6號持牌人 |
國際金融中心的香港的發展優勢
– 金融業「全球化」助長了金融市場自由化的發展 – 香港擁有多元化的核心價值和優良的政治地位 – 證券市場的商機湧現 |
| 2. 張新彬先生
– 大中華傑出青年企業家、香港環境師學會深圳分會主席、香港閩西聯會副會長、深圳外商投資企業協會副會長 – 資深國際、公共、財務會計師、特許稅務師、企業醫生、英國執業會計師、內部審計師、環境師 – 名策會計師事務所和名策集團創辦人及集團董事長 |
企業來港上市前準備工作
– 賬務梳理的重要性 – 設定企業會計及內控制度及規章 – 梳理境內、外的資產 – 稅務整理和規劃
|
| 3. 梁浩銘先生
– 資深香港會計師、英格蘭及威爾斯特許會計師 – 香港証監會(SFC) 6 號持牌人及香港上市保薦人 – 浤博资本有限公司聯合創始人及董事總經理 |
企業於香港上市需具備什麼條件?
– 企業於香港上市的要求 – 香港上市/ IPO 的主要流程及實務經驗 |
| 4. 胡伯杰先生
– 現任香港上市公司沛然環境(8329HK)主席/執行官 – 曾任中信資本執行董事17年 – 香港私募股權投資協會(HKPEFA)董事 |
– 綠色資金(Green Finance)
– ESG(環境社會管治) – 資本市場趨勢
|
日期: 2021年03月19日 (星期五)
時間 : 3:30PM – 5:30PM
Zoom Meeting Link: https://us02web.zoom.us/j/86939577568?pwd=VkRickdQQTUvbktwdCs3bGdxUDJBdz09
會議ID：818 8512 3488
密碼：558577
Language: Cantonese
On line Registration: Click here
新冠疫苗露曙光 – 繼續擁抱新經濟vs重投舊經濟懷抱？
Topic content:
– 隨疫苗利好消息帶動，環球股市板塊出現輪動，舊經濟股（價值股）的抬頭會否導致新經濟股（增長股）面對較大拋壓？
– 本研討會將分析美國及全球歷來增長股和價值股的表現，並講解不同中國主題ETF的增長潛力。讓大家了解大市走勢，做好資產配置和學習如何運用ETF捕捉跑贏大市的機會。
Speaker:
Mr. Stephen Chung 鍾駿先生 – Global X ETF銷售副總裁
Date: 24 February 2021 (Wednesday)
Time: 18:30 – 20:00
Zoom Meeting Link: https://zoom.us/j/96463576504
Meeting ID : 964 6357 6504
Language: Cantonese
On line Registration: Click here
Connecting Investors and Investment Manager through Sustainable Development Goals (”SDGs”) and Climate Change Risk Disclosures
Speaker:
Mr. Dennis Wu is the Vice Chairman and Executive Director of AEC Group (Stock Code#8320) mainly focusing on Green and Healthy Buildings, Environmental Consultancy and Sustainability Advisory. Mr. Wu is also the Founder and CEO of AEC Capital Group focusing on sustainable finance, real estate and investment management.
Mr. Wu has 20 years of experience in finance industry, Mr. Wu worked in the Assurance and Business Advisory Services Department – Financial Institution Group of Arthur Andersen and PricewaterhouseCoopers in early 2000. Then, he worked for CITIC Capital Group focusing on alternative asset management including private equity, real estate, mezzanine, venture capital and marketable securities for 17 years since 2003. During his career in CITIC Capital, Mr. Wu had appointed as Executive Director for Finance Department, Principle Investment Department and Culture and Tourism Department respectively. He is a director of Hong Kong Private Equity Finance Association (“HKPEFA”) which aims to promote the private equity and venture capital industry in Hong Kong. He is also one of the admission panel members of the Incubation Program of Hong Kong Science and Technology Park (“HKSTP”).
Mr. Wu graduated from the University of Southern California in the United States with a bachelor’s degree in Business Administration, majoring in Finance, in December 1996. He obtained a master degree of Accountancy from The Chinese University of Hong Kong in November 2001. In November 2020, he completed the Sustainable Finance Course from University of Cambridge.
Date: 27 January 2021 (Wednesday)
Time: 17:00 pm – 18:00 pm
加入 Zoom Meeting link : https://us02web.zoom.us/j/86905891924?pwd=QVlrbFlhMUhDSUM2UTMvMEtmNmJNdz09
Meeting ID : 841 9589 7605
Password : 473008
Language: Cantonese
On line Registration: Click here
How “Social” of ESG Change influence Investment Decision
Speaker:
Mr. Chu Wai Pang, Chester朱維鵬先生
President of The Hong Kong Association of Financial Advisors Ltd.
Vice President of Society of Registered Financial Planners
Member of Dashun Foundation Think Tank
Chief Executive Officer of Fruit Tree Group
FHKFA, FIPA, FFA , FHKIoD, FCMA, FHKRFP, MBA, MHKA, MHKSI
Content :
ESG（Environmental, Social, Governance）代表「環境、社會、企業管治」，ESG投資概念盛行，可持續發展投資，怎能缺少Social「社會」的考慮，朱先生將演譯世界和香港面對的「社會」改變和趨勢，投資者作出投資決策時應慎重考慮，內容包括：
The Third Pillar(第三支柱)，The Elements of Value Pyramid(價值要素)，Populist(民粹主義)，Social Movement(社會運動)，Broken Windows Theory(破窗理論)，Lucifer Effect(路西法效應)，Crowd(烏合之眾)，Fixing Broken Windows Theory(補窗理論)。
Date: 2o January 2021 (Wednesday)
Time: 17:00 pm – 18:30 pm
加入 Zoom Meeting link: https://us02web.zoom.us/j/88333027986?pwd=NTR0UDBOZC9JK3oxVHpRT25XSHo3QT09
會議 ID： 838 9272 8784
密碼：817822
Language: Cantonese
On line Registration: Click here