Direct Dialogue with Investment Consulting and Family Office Expertise
A new course, FINA 3336 – Investment Consulting, Institutional Business and Family Office, was added to the AMPB curriculum in the second semester of 2021-22. The course was led by two experienced industry practitioners, Ms. Janet Li and Mr. Edmond Lau, and aims to provide conceptual and practical approach to the understanding of the institutional investment consulting and family office business. It offers students learning opportunities with practitioners who can share real business challenges and insights of the latest industry developments as well as innovations. To enrich students’ perspective, four guest speakers were invited for interactive lecture sessions with them.
 Mr. Alvin Tay, | Mr. Alvin Tay, Head of Investment Risk of The Hong Kong Jockey Club, was invited to share with students the typical investment roles and channels of an asset owner. He also shared the skills required for students who are interested to be an asset owner. |
 Mr. David Chang, | Mr. David Chang, ex CEO & Regional Head, Greater China of Franklin Templeton, shared his career path and the volunteer work he endeavoured to over the years with the aim to give back to the community. He also shared the typical organisation arrangements at asset management firms and deep dived into institutional business sales process and characteristics. |
 Mr. Angus Chan, | Mr. Angus Chan, COO and CFO of Sunlink, shared about how the family office he works for is being structured and operated, so as to meet their objectives of community building. Rather than purely focusing on financial returns to business operations, the family office hopes to grow in the education sector alongside with investments in real estate and technology. |
 Mr. Eddie Lau, | Mr. Eddie Lau, CEO of ARTA TechFin, shared with us the latest milestone ARTA has achieved in offering blockchain and data services to family offices and hedge funds. Mr. Lau also shared his insights on how virtual asset servicing can be integrated into traditional financial services. |
“Through the course, I got closer to the industry by getting insights into fund strategies, asset allocation, ESG and digital assets. Students were provided with step-by-step guidance in building technical skills and writing investment reports in a structured and professional manner.” Christina Li, AMPB 2022 student enrolled in FINA3336.
