Connectivity in Finance (“CIF”) is a three-day out-of-the-classroom event for HKU Business School students, which one can treat as a local field trip. The event was led by Professor Anna Wong, Programme Director of the Bachelor of Finance in Asset Management and Private Banking (BFin(AMPB)) and arranged primarily for the Year 1 and Year 2 Business School students who are interested in finance.  

 The CIF 2025 was hosted during the Reading Week between 10 and 12 March. A total of 58 students from all programmes participated, visiting and meeting senior government officials and banks/bankers covering private wealth management, asset management, and corporate and commercial banking. The students also have the opportunity to join a financial market trading workshop hosted by AmplifyME, giving them a taste of sales and trading.

 The event was well received by all the students, with some extracted comments quoted below:

“The CIF programme was an incredible opportunity to deepen my understanding of the finance industry, build meaningful connections and develop practical skills. This experience has further fueled my passion for the industry, and I look forward to applying what I have learned as I continue my journey in finance.”

Jonathan Yau, BBA(IBGM) Year 2

“The CIF has been a defining experience in my early career journey. Beyond the technical expertise, it instilled in me a profound respect for the human element in finance — whether in client relationships, cross-border collaborations or ethical stewardship of wealth.”

Stephanie Mak, BEcon&Fin Year 2

“The programme provided invaluable exposure to the finance industry through bank visits and practitioner interactions. I particularly valued the rare opportunity to receive direct advice from professionals. During the AmplifyMe simulation, I have the opportunity to understand the difference between short-term trading and longer-term investment strategy and do appreciate the latter.”

Samantha Kwok, BFin(AMPB) Year 1

“An event that fosters insight for prospective undergraduates to learn what it takes to be a Private Banker. Through deep sharing from esteemed individuals in this event, I can pinpoint my goals and realize the mindset I must adopt to understand clients, the markets and leverage ample opportunities for connections and learning.”

Jerry Ngo, BSc(QFin) Year 1

• Meeting Senior Government Official – March 10 morning

Students met with Mr. Joseph Chan, Under Secretary for Financial Services and the Treasury, The Government of the HKSAR. Mr. Chan talked about the strengths and challenges of Hong Kong as an international financial centre and how students should prepare themselves in the midst of a challenging environment. Some comments from the participating students:

“The talk allowed for an understanding of the critical role that government policies play in shaping the financial landscape and ensuring economic stability.”

“The talk clearly shows the future job trend and government focus, such as green and sustainable finance and fintech.”

“I have a better understanding of the role that the Government plays and the importance of collaboration between public and private sectors in shaping effective financial policies.”

(Mr. Joseph Chan, Under Secretary for Financial Services and Treasury, sharing with HKU Business School students.)

(2) Visiting Banks and Meeting Bank Executives

Students visited four banks in two days, having the opportunity to meet both senior executives as well as young talents of the bank. While listening to senior executive presentations is a good way to understand the business strategy and opportunities, the students treasured a lot on the “speed dating”, “small chit-chat”, and “drinking chat” with the young executives and division experts. Amazingly, some analysts we met are our recent BFin(AMPB) alumni.

We visited DBS Bank, Goldman Sachs, Julius Baer and Standard Chartered Bank. The hosting banks represented a spectrum of businesses and cultures. Students have the opportunity to learn about private banking at Julius Baer and Standard Chartered Bank, Corporate/Commercial Banking at DBS Bank and Wealth and Asset Management at Goldman Sachs.

• Standard Chartered – March 10 afternoon

(Group photo of Standard Chartered Private Banking representatives with Prof. Anna Wong (front row, 4^th from the right) and HKU Business School students.)

“I really loved the interactive private chit-chat session with the industry practitioners. It made the experience more unique and interactive.”

“My favourite session was the speed-dating for us to mingle with 6 mentors in 60 minutes; I raised questions for all 6 mentors and found their sharing to be very insightful.”

• DBS Bank – March 11 morning

(Prof. Winnie Leung, Assistant Dean (Undergraduate) of HKU Business School (front row, 4^th from the right), participating in the firm visit to DBS Bank and posing for a group photo with all DBS practitioners.)

“The session discussing how the bank competes with its competitors by integrating technology into its banking system is really an opener for me.”

“My biggest takeaway is the role of technology in banking and the digital transformation being the significant focus of the bank.”

• Julius Baer – March 11 afternoon

(Prof. Anna Wong (front row, second from the left) and David Shick, Market Head Greater China Hong Kong and Branch Manager Hong Kong, Julius Baer (front row, second from the right) with HKU Business School students.)

“My favourite part was the in-depth discussion on personalized wealth management strategies and how Julius Baer tailors its services to meet individual client needs.”

“The Branch Manager’s sharing was very encouraging and provided insights into the bank’s responsibilities and goals.”

“The office atmosphere and the speakers’ presentation style made me interested in working for the bank.”

• Goldman Sachs – March 11 afternoon

(Group photo featuring Prof. Anna Wong (3^rd  from the left) alongside representatives from Goldman Sachs.)

“I really liked and enjoyed the BFin(AMPB) alumni sharing, which provided a good networking opportunity.   Their sharing on how they got the job and their daily routines at the wealth management division and asset management division were inspiring.”

“My favourite part of the talk was the insights into the bank’s approach to risk management and how they navigate market volatility to protect client investments.”

• Sales & Trading Simulation – March 12

Students participated in a one-day Financial Market Trading Workshop organized by AmplifyME, which featured Asset Management and Sales & Trading simulations used by top firms. The simulations offered a realistic glimpse into the roles of sales traders, market makers and asset managers. 

(Group photo of the participating students from the trading simulation workshop.)

“It provided students with a good understanding of the dynamics between the buy side and sell side in finance and gave them hands-on experience bridged the gap between theoretical knowledge and real-world application.”

Connectivity in Finance (“CIF”) is an annual event. If you have missed the opportunity this year, do watch out for the next offering in March 2026!

On 8 April 2025, the third “Hong Kong Crypto Finance Forum” was held at the Hong Kong Convention and Exhibition Centre. Notably, the Forum featured the inauguration ceremony of the HKU Web3 Research Hub. Dean of HKU Business School, Prof. Hongbin Cai was joined by Associate Vice President of the University of Hong Kong and Associate Dean of the HKU Business School, Prof. Chen Lin; as well as Co-Founder and CEO of Amber Group, Michael Wu; CTO of Avenir Group, Alex Yang; and CEO of HashKey Capital Singapore, Deng Chao. 

During the ceremony, HKU Business School signed three strategic partnership Memoranda of Understanding (MoUs) with Amber Group, Avenir Group, and HashKey Group to advance innovation in global crypto finance, coin trading competitions, quantitative asset management, and digital payments. The MoUs will support the Business School’s commitment to leading the way in research and education in the coming Web3-driven era. The event marked an important industry collaboration that will help promote the development of global crypto finance.

The HKU Web3 Research Hub will serve as a dynamic ecosystem for research, education, innovation, and entrepreneurship in blockchain, decentralized finance (DeFi), digital assets, and other cutting-edge Web3 technologies. The Hub will also promote collaboration between academia, industry leaders, and policymakers to deliver a pool of dedicated professionals and cutting-edge research, as well as incubate high-potential start-ups.

Prof. Lin also delivered a keynote speech entitled, “The Centralized Crypto Finance Cycle,” where he shared his insights on the necessity for cryptocurrencies to strengthen their technological infrastructure, and promote on-chain native innovation to stimulate real-world usage, transactions, and consumption.

Over the next three years, the HKU Web3 Research Hub is due to launch a series of initiatives that will further bridge the gap between theoretical understanding and practical applications of Web3 technologies.

港大经管学院很荣幸邀请到新东方教育科技集团董事长俞敏洪先生，参与学院于2025年4月8日举办的「港大经管学院领袖企业家讲坛系列 2025年 – 第二讲」，并担任主讲嘉宾。俞老师以自身投身教育界和创业故事为基础，与港大经管学院经济学实务教授毛振华教授讨论如何在人生或事业低谷时保持积极心态，化挑战为机遇、锤炼韧性，并探索突破的方向，为与会者带来了宝贵的见解和人生启发。

演讲伊始，俞老师通过分享自身经历、古人的故事以及当代企业家的创业之路，如NVIDIA公司创办人兼首席执行官黄仁勋先生、阿里巴巴集团创办人马云教授和胖东来商贸集团董事长于东来先生的成功故事，指出每位成功的创业家背后都有一段艰辛的历史。他勉励大家面对困难和失败时，除了保持良好的心态，更要心存希望、对未来的期许始终不变，就能战胜困境，在人生和事业中继续勇往直前。他亦认为，事业有成的企业家往往具备以下共同特质：

1. 对自己热衷和坚持的事情，培养出浓厚的兴趣
2. 从小事做起，不急不躁，追求极致
3. 坚守诚信，视产品质量和顾客体验为神圣信仰
4. 拥有创新能力，对产品的升级迭代和边界扩展充满兴趣
5. 坚守热爱的领域，展现出极具吸引力的个人魅力
6. 尽管追求财富，但不做守财奴，对于用财富取得甚么成就有着超级的敏感
7. 不会满足现状，亦不会放弃奋斗，遇到困难都勇往直前
8. 不受年龄限制，永远散发年轻气息

俞老师强调，大部分人的生活和事业都不是一帆风顺的，人生和事业就像一条河流，以曲折展现其丰富且美好的路径。他深信韧性是企业家最重要的品德，是一种赤子之心、不怕失败、寻找出路的能力。对他而言，韧性是一种热爱的坚持，是生命不息，是对地平线之外世界的渴望。他寄语与会者，世上并没有真正的失败，只有成功前的努力。

随后，俞老师深入分享他对企业家的看法：

• 企业家必须与时代合拍，理解时代、运用时代，并超越时代
• 创业家不只是生意人，还需拥有核心价值观，推动企业发展的同时促进社会进步
• 企业家必须是不畏艰难和失败的人，能从困境中找到机会
• 企业家需要具备足够的创新和突破能力，带领团队走向新旅程
• 企业家应具备团队领导力和组织文化力，营造同舟共济、共同奋斗的氛围

俞老师亦寄语会众：生命犹如一条江河，无论奔腾或曲折，皆流向大海。事业与工作如同江河上的船只，让我们乘风破浪；而志向与学习是引擎，助我们直挂云帆济沧海。他强调成功需一生的正确努力，不仅要勇往直前，还需具备前瞻眼光、圆融智慧，以及随时从头再来的心态，引领我们航行于生命的旅途。他勉励大家，要以不装不端、不怨不怼的态度坦然面对人生，以不破不立、不屈不挠的精神迎接挑战，并秉持真诚恳切、心存光明的信念，勇敢追求属于自己的远大未来。

On March 27, 2025, HKU Business School, in collaboration with the HKU Business School Alumni Association, was privileged to host an inspiring fireside chat titled, “Joey Wat’s Leadership Journey: Inspiring the Next Generation” at HKU iCube. This exceptional event welcomed distinguished HKU alumna Ms. Joey Wat, CEO of Yum China, drawing approximately 150 students, alumni, faculty, and esteemed guests for a day of profound insight and motivation.

Ms. Joey Wat’s remarkable journey—from being recognized as a Hong Kong Outstanding Student in 1989 to leading Yum China, a Fortune 500 powerhouse—served as a powerful testament to leadership, resilience, and the importance of giving back. The event commenced with an opening address by Prof. Hongbin Cai, Dean of HKU Business School, who highlighted the institution’s dedication to cultivating visionary leaders. The session, expertly moderated by Prof. Heiwai Tang, Associate Dean (External Relations) of HKU Business School, featured an engaging Q&A, a presentation ceremony honouring recipients of the Joey Wat Scholarship, Ms. Bibi Hajirah, Ms. Chow Yeeshun, Ms. Tan Yanzhen, Ms. Lee Shu Wai, Mr. Lo Tsz Fung, Mr. Lam Ming Kai, Mr. Kwok Lik Sui, Mr. Shi Yu Cheung, Ms. Shih Pui Hei, Ms. Wang Yuk Ki, and a lively networking mixer that fostered meaningful connections among attendees. The Joey Wat Scholarships are made annually to undergraduates of the Faculty of Business and Economics based on academic merit and financial need.

A highlight of the event was Ms. Joey Wat’s unwavering commitment to community impact, exemplified through her scholarship initiative, which empowers students to pursue their aspirations and contribute meaningfully to society. Her words resonated deeply, inspiring students to lead with integrity and purpose, and sparking a dynamic exchange of ideas throughout the room.

We extend our heartfelt congratulations to the Joey Wat Scholarship recipients—your boundless potential is a source of pride for us all. Our deepest gratitude goes to Ms. Joey Wat for her generosity and wisdom, and to all who contributed to the success of this memorable occasion.

This event stands as a celebration of leadership, legacy, and the enduring spirit of the HKU community.

Congratulations to our students for winning three Champions, one 1^st Runner-up and one 2^nd Runner-up in the HKGCC Business Case Competition 2024/25!

The HKGCC Business Case Competition is an annual competition hosted by Hong Kong General Chamber of Commerce (HKGCC). The competition was sponsored by Chinachem Group, Jardine Matheson, MTR Corporation Ltd, SOCAM Development Ltd, and Swire (in collaboration with HKGCC).

With the theme “Shaping the Future of Businesses with Creativity and Innovation”, the competition provided an opportunity for students to crack one or more business cases from the sponsors. Topics included tourism, sustainability, community support and the workplace environment.

Among 160 teams comprising nearly 700 students from various institutions in Hong Kong, our students stood out and achieved remarkable success to win three Champions, one 1^st Runner-up, and one 2^nd Runner-up with the five sponsoring companies.

Find out more about the competition: https://www.chamber.org.hk/bcc2024/

Champion (HKGCC track, sponsored by SWIRE)

Team Name: Chamber Transformers

Team Members:

Miss Choi Yu Hei, BEcon&Fin, Year 3

Miss Leung Hoi Kiu, BBA, Year 4

Miss Pan Ho Man, BEcon&Fin, Year 3

Mr. Fung Ho Kong, BEng(EE), Year 2

Miss Ng Kam Ping, BSocSc, Year 5

Champion (Jardine Matheson track)

Team Name: JNL Consulting

Team Members:

Miss Law Lok Yee Nori, BEcon&Fin, Year 2

Miss Liu Yunjie, BEcon&Fin, Year 2

Mr. Wong Man Yin, BEcon&Fin, Year 2

(The team comprises 1 other team member from other university.)

Champion (SOCAM track)

Team Name: JAK Consulting

Team Members:

Mr. Lau Pak Hei, BBA(Law)&LLB, Year 5

Miss Li Wing Tung, BSc(Surv), Year 4

1st Runner-up (Jardine Matheson track)

Team Name: Click Advisory

Team Members:

Miss Ho Lucine Tsz Ying, BBA(Acc&Fin), Year 3

Miss Lin Yi-han, BBA, Year 3

Miss Shum Wa Ching, BBA(Acc&Fin), Year 3

Miss Yan Yu, BEcon&Fin, Year 4

2nd Runner-up (MTR track)

Team Name: Accelerate 24

Team Members:

Miss Leung Ting Man, BBA(Law)&LLB, Year 3

Mr. Li Zonghan, BBA(Acc&Fin), Year 3

Miss So Hoi Ching, BBA(Acc&Fin), Year 3

Mr. Ching Jen Hong, BSc(ActuarSc), Year 4

Student Sharing:

Champion (HKGCC track, sponsored by SWIRE)

“This experience has been incredibly rewarding, allowing us to tackle real-world sustainability challenges through innovation and strategic thinking. I am grateful for the encouragement and support from my teammates, and I look forward to applying what I have learned to future challenges. A heartfelt thank you to HKU Business School for its continuous support, guidance, and resources, which have been instrumental in shaping our problem-solving and analytical skills.”

(by Miss Choi Yu Hei, Cherry)

“Leading a team for the first time in the HKGCC Business Case Competition was eye-opening for me. As a team leader, I had to ensure everyone communicated well and worked together seamlessly. We tackled the challenge by imagining it was our own office and brainstormed what kind of environment we’d be excited to work in every day. We came up with ideas to make the office more modern and supportive of employee well-being, all while sticking to ESG principles. This experience was not just about winning; it taught me valuable skills like cracking business problems and working collaboratively—skills that are essential for my career development. Most importantly, I’m grateful to my teammates and mentor for their support and insights, which made this journey truly enriching and fulfilling.”

(by Miss Leung Hoi Kiu, Stephanie)

“Participating in the HKGCC Case Competition was a truly transformative experience that greatly enhanced my strategic thinking, teamwork, and problem-solving skills. The competition challenged me to analyze intricate business problems, think critically under pressure, and develop practical yet innovative solutions. Working closely with a diverse group of peers from various majors provided me with the opportunity to engage with unique perspectives and approaches, broadening my understanding of how different disciplines can contribute to solving complex issues. This diverse collaboration not only allowed me to appreciate the value of differing opinions but also taught me how to synthesize ideas effectively, balance conflicting viewpoints, and build consensus within a team.”

(by Miss Pan Ho Man, Vivian)

Champion (Jardine Matheson track)

“HKGCC Business Case Competition is a great opportunity to learn about the organizational culture of our chosen company, Jardine Engineering Corporation, and explore how we can embed sustainability into both their office operations and frontline worker practices, ensuring a unified approach across divisions. I am excited to drive cultural and sustainable transformation through innovative ideas, while also addressing pressing issues specific to Hong Kong. During this competition, I was able to draw from my past case competition experiences, lead and work with new team members, and push my abilities to effectively convey and present our ideas.”

(by Miss Law Lok Yee Nori)

1st Runner-up (Jardine Matheson track)

“The HKGCC Business Case Competition provided a unique opportunity to sharpen my presentation skills, an area that proved crucial in distinguishing our team’s work. The competition involved presenting a strategic analysis of Jardine, which required not just a deep understanding of the case but the ability to communicate complex ideas clearly and concisely to a panel of industry professionals. In contrast to traditional finance internships, where technical analysis often takes centre stage, this competition emphasized the importance of presenting strategic concepts in a way that resonates with a broader audience.”

(by Miss Lin Yi-han, Claire)

“Our team worked on a case for Jardine Engineering Corporation, focusing on developing ESG solutions to enhance client offerings and internal corporate culture. Despite geographic challenges, with most team members located internationally, we successfully collaborated via Zoom. This experience not only refined our strategic problem-solving skills but also highlighted the importance of adaptability and effective remote collaboration in addressing key business challenges like ESG.”

(by Miss Ho Lucine Tsz Ying)

“This competition has provided an exceptional opportunity to challenge and deepen my understanding of corporate sustainability integration. I am sincerely grateful to have collaborated with such supportive teammates as we jointly examined how to apply our collective experiences and knowledge to a real-world organization—Jardine Engineering Corporation. By leveraging their extensive resources, we aimed to create a meaningful social impact, making this experience both professionally enriching and aligned with the commitment to social responsibility.”

(by Miss Shum Wa Ching, Corrine)

“The opportunity to present to industry leaders and receive recognition for our innovative approach was incredibly rewarding, affirming my strategic thinking. Collaborating with my teammates to tackle real-world challenges not only pushed me to innovate and adapt but also made this journey truly memorable, inspiring me to explore further opportunities in the business world.”

(by Miss Yan Yu, Angel)

2nd Runner-up (MTR track)

“As a New Hongkonger who moved from Guangzhou to Hong Kong for university, I found it challenging to adjust from a slower-paced environment to the fast-paced, dynamic nature of Hong Kong. The MTR is not only the city’s transportation backbone but also a key player in its commercial and infrastructure development. Seeing Hong Kong’s lifeline support both locals and newcomers unfamiliar with the system is something I deeply appreciate. Conducting research on the MTR, collaborating with my team to generate innovative ideas, and gaining a deeper understanding of the corporation’s objectives and strategic direction have been an invaluable learning experience.”

(by Miss Leung Ting Man)

“Participating in this competition taught me the value of teamwork and creative problem-solving. While researching, I realised how crucial it is for large companies like the MTR to continually innovate and adapt to the changing demographics of their users. I also learned how to analyse data and feedback effectively to create actionable strategies that address real challenges faced by ‘New Hongkongers’, such as language barriers and unfamiliarity with the transport system.”

(by Mr. Li Zonghan)

“This competition was an eye-opening experience in understanding how businesses can balance profitability with social responsibility. I discovered the importance of empathy in decision-making, especially when developing strategies for communities like New Hongkongers who may have unique needs. It also allowed me a chance to improve my research and presentation skills while thinking critically about how companies can build stronger connections with their customers.”

(by Miss So Hoi Ching)

CITIC – IDEI Discussion Forum on FinTech and AI

The CITIC – IDEI Discussion Forum on FinTech and AI was successfully held by the HKU Business School’s Institute of Digital Economy and Innovation (IDEI) on February 20, 2025. The event brought together esteemed HKU professors, CITIC industry experts, and HKU research students at the forefront of FinTech and AI research and application.

The forum commenced with opening remarks by Professor Yulin Fang, Founding Director of IDEI and Professor of Innovation and Information Management at HKU Business School, and Mr. Lei Zhao, General Manager of the Technology and Digitalization Department at CITIC Group. This was followed by a series of engaging presentations that explored the transformative role of FinTech and AI across various sectors.

Mr. Dazhi Han, Senior Manager of the Technology and Digitalization Department at CITIC Group, Mr. Lingfeng Xu, Head of Artificial Intelligence at the Information Technology Center of CITIC Securities, Mr. Jiange Li, Director of Information Technology Department at CITIC Securities, and Mr. Liangjun Liu, General Manager of the Information Technology Management Department at China CITIC Bank, jointly discussed innovative approaches in AI and their applications in CITIC’s financial business.

Fintech and AI scholars at HKU Business School presented their research. The presenters included Professor Ye Luo, Associate Professor of Economics and Finance and Associate Director of IDEI; Professor Zhenhui (Jack) Jiang, Padma and Hari Harilela Professor of Strategic Information Management as well as Professor of Innovation and Information Management; Professor Michael C.L. Chau, Deputy Area Head and Professor of Innovation and Information Management; Professor Hailiang Chen, Assistant Dean and Professor of Innovation and Information Management; Professor Lionel Zhepeng Li, Associate Professor of Innovation and Information Management and External Data Scientist at the Bank of Ningbo; and Professor Yipu Deng, Assistant Professor of Innovation and Information Management. Together, they discussed the integration of Fintech and AI in business processes and its implications for the industry.

The meeting continued with the sharing of insights from CITIC participants. Mr. Lei Yang, Director of the Information Technology Center at CITIC Heavy Industries Co., Ltd.; Mr. Xiansong Bai, Head of the Intelligent and Informatization Department at CITIC Pacific Special Steel Group Co., Ltd.; Mr. Chaoqun Li, Vice President of CPC Innovation R&D and Information Technology Department at CITIC Telecom International Holdings Limited; Ms. Yuling Lin, Director of CPC Innovation R&D and Information Technology Department at CITIC Telecom International Holdings Limited; and Mr. Dongdong Zhan, Senior Director of CEC Innovation R&D and Information Technology Department at CITIC Telecom International Holdings Limited, shared their perspectives on the development and application of FinTech and AI.

Throughout the day, the sessions facilitated lively discussions and exchanges of ideas, paving the way for potential collaborations between CITIC and IDEI in the fields of FinTech and AI.

Photo Caption

Group Photo:

Professor Yulin Fang, IDEI Director and Professor of Innovation and Information Management at HKU Business School, delivers the welcoming remarks.

Mr. Lei Zhao, General Manager of the Technology and Digitalization Department at CITIC Group, delivers the welcoming remarks.

Fintech and AI scholars at HKU Business School

Industry experts from CITIC Group

The Forum concluded with closing remarks emphasizing the importance of ongoing collaboration between academia and industry to drive innovation and efficiency. Attendees left with valuable insights and a deeper understanding of how FinTech and AI can transform the business landscape.

Paris was the setting for an unforgettable experience, as our International Business and Global Management students embarked on an inspiring journey, organized by the HKU-TLV Innovation Hub. This exceptional field trip blended business, entrepreneurship, and culture, offering students fresh perspectives and profound insights into the intricacies of global business.

Throughout the trip, students explored impactful topics through expert-led lectures on the geopolitics of France and Europe, EU monetary and economic policy, ESG strategies, and an engaging workshop on the dynamic role of AI in product management. 

They engaged with local French companies through case studies, gaining real-world perspectives. This immersive experience was complemented by visits to leading companies and organizations, including UBS, BGV Capital, Gia First, Sienna Ventures, OCO Global, and Invest HK where students delved into investment banking essentials and gained insights into international trade and consultancy work. 

Cultural immersion played a key role in the experience, as students participated in a cooking workshop to uncover the country’s rich culinary traditions. Iconic landmarks such as the Eiffel Tower, Palace Garnier, and the Louvre Museum enriched their itinerary, along with free evenings to wander through Paris’s romantic streets. 

The trip concluded with a celebratory group dinner, marking the end of a transformative adventure. 

Every day presented opportunities to learn, connect, and broaden perspectives, leaving the students inspired and eagerly anticipating their careers in the global business world.

The Bachelor of Finance in Asset Management and Private Banking [BFin(AMPB)] programme hosted four sessions of “Meeting the Practitioners” in the academic year 2024-2025, covering senior executives in private banking, asset management, investment banking and securities trading.  Students from BFin(AMPB) and other Business School programmes were invited to join.

(1)    23 October 2024 – Mr. Peter Tung, Regional Head, Private Banking, Greater China and North Asia, Standard Chartered Bank

Peter showed with us his remarkable journey as an Asian American student at Berkeley, California and his subsequent rise to a successful career in private banking.    He shared with us the need to understand your clients and have a good understanding of the investment environment.  He also emphasized the importance of adaptability and continuous learning in this fast-paced industry.

(2)    26 November 2024 – Ms. Giselle Lai, Associate Investment Director, Digital Assets, Fidelity International

Giselle, one of our esteemed Bachelor of Economics and Finance (BEcon&Fin) alumni, shared her career journey at Fidelity International as a graduate analyst processing through “Request for Proposal” division, multi-asset, digital marketing and more.  She provided valuable insights into how she learned and grew her interest on digital assets, recognized them as a growing asset class and how she aligned her profession with this fast growing asset class.   Giselle emphasized the significance of understanding digital and technology in today’s financial landscape, inspiring our students to embrace lifelong learning and adaptability.

(3)    12 February 2025 – Ms Irene Chan, Managing Director, Hong Kong Coverage, Morgan Stanley

Irene graduated in mathematics and economics at Northwestern University, joining Goldman Sachs before landing in Morgan Stanley’s Investment Banking Division.  Irene shared with us her role and duties as a banker in investment banking division (IBD), she emphasized the importance of client facing, understanding clients’ need and offering solutions to the client.   Irene advised students “to understand yourself and your goals when choosing a career” and be in a function that can stretch you yourself.   During the Q&A, Ms. Chan gave interview tips. She emphasized researching the company, the interviewer and recent deals to explain why you’re the right fit.

(4)    18 March 2025 – Mr. Tony Wong, Managing Director, Head of Sales, CSOP Asset Management

Tony shared with us his university life and early career experiences at HSBC and Citibank, stating how different opportunities contributed to his career progress. He also explained his roles at CSOP Asset Management and the company’s positioning in the field of asset management. He emphasized the importance of knowing your strength and passion, being proactive to various opportunities and never settling for the status quo.  The session was both informative and amusing as Mr. Wong mentioned a few anecdotes in his early career, including the “coffee excel” that possibly made him standout in a crowd of young analysts.

25^th March 2025

Professor Anna Wong, BFin (AMPB) Programme Director

港大经管学院非常高兴邀请到亚布力论坛创始人、主席，迈胜医疗集团董事长兼元明资本创始合伙人田源博士，参加于2025年3月18日举办的「港大经管学院领袖企业家讲坛系列 2025年 – 第一讲」，并担任主讲嘉宾。本次讲座延续了去年的热烈讨论，重点探讨了企业领袖在全球政治经济大变局下，如何应对挑战、把握机遇，并与青年学子共同探讨商业发展的新趋势和创新路径，以及领导力在新时代中的重要性，为与会者带来了宝贵的见解和启发。

自改革开放以来，中国企业家精神不断焕发新活力，推动了国家经济高速发展与产业转型升级。田博士坚信，创新是企业家精神的核心。企业家通过引进新产品、新技术、新市场、新组织形式或新资源组合，驱动经济进步和发展。创新不仅体现于技术突破，还包括商业模式和市场机会的发掘。他分析，在当前经济结构下，企业家应以长期推动经济进步和提升效率为目标，通过「创造性破坏」建立新的经济秩序。虽然这个过程充满不确定性和风险，但他强调，勇于承担风险正是企业家与一般管理者的重要区别。在他看来，企业家精神的多元化内涵是推动经济从一种均衡状态过渡到另一种均衡状态的核心动力。企业家通过创新活动，改变了生产方式、消费模式和社会结构，促进了社会现代化和进步。

随后，田博士特别介绍亚布力论坛自2001年成立以来，如何作为企业家思想交流平台，推动创新发展，并秉持以下十大成长基因：

1. 家国情怀
2. 草根文化
3. 义工精神
4. 做好企业
5. 相互成就
6. 民主治理
7. 专业化管理
8. 国际化发展
9. 支持年轻一代
10. 亲清政商关系

他表示，亚布力论坛每年都会举办年会和夏峰会，旨在提供一个由企业家主导的规范化、民主化和专业化的思想交流平台，让论坛理事会成员分享观点，打造「思想超市」。此外，论坛还提供交友和交流机会，拓展人脉，并通过其友好政商关系合作平台，助力企业家群体的成长和转型。田博士进一步阐述了多位知名企业家的经历，以展示企业家精神在中国经济转型中的关键角色及其未来发展趋势，包括：

• 泰康保险集团股份有限公司创始人、董事长兼首席执行官陈东升先生：在传统金融产业中持续探索，创新新寿险，致力开辟实现企业转型升级，打造全新商业模式
• 阿里巴巴集团创办人马云教授：以平台经济和金融科技重塑商业生态，引领全球数字经济浪潮，为创新型经济发展作出重要贡献
• 联想集团有限公司董事会主席杨元庆先生：通过国际化并购和资源融合，带领集团实现从本土到全球的跨越发展，成功拓展国际市场和提升品牌影响力
• 小米集团创始人、董事长、首席执行官雷军先生：以互联网思维重新定义产品开发、营销和服务模式，成功打造具强大生态效应的科技企业帝国，不仅改变消费电子行业的竞争格局，也为全球科技企业提供了宝贵经验和启示

展望未来，田博士强调，亚布力论坛将继续走国际化之路，以迈向世界为目标，推动国际化的企业家合作与思想交流，促进各行各业的发展及经济繁荣。他指出，在日益复杂的市场环境中，创业家必须具备灵活应变的能力和不断创新的意识，才能在新经济情势下紧握机会。田博士的分享不仅为与会者提供了真知灼见，也鼓励大家在未来的创业和商业实践中，勇于探索和迎接挑战。

2025年3月17日下午，港大经管学院与中国银河国际在香港大学创立方举行合作备忘录签署仪式，就未来深化人才培养与合作深入交流。 港大经管学院院长蔡洪滨教授与银河国际行政总裁常昱女士出席并共同签署合作备忘录。

在签署仪式上，蔡洪滨院长指出港大经管学院秉持“植根香港，融入中国，面向世界”的办学理念，致力于培养具有国际视野和专业实干能力的学生。 同时，学院近年来在师资力量、研究成果及国际影响力方面取得了显著进展，包括在全球商学院排名中位列前茅。 常昱女士在发言中介绍了中国银河在全球的广泛布局，尤其是在东南亚地区的深耕举措，并指出人才是银河国际深耕香港、开拓国际市场、创新业务场景过程中最为渴求的资产。

双方一致认为，未来将在人才培养、实践交流、项目合作等多种场景下开展深入合作，为学生们提供更广阔职业发展空间的同时，也为公司注入创新人才和新鲜血液，最终共同为助力中国企业出海夯实坚实的人才基础，同时为巩固香港国际金融中心地位、促进香港繁荣稳定添塼加瓦。

此前，港大经管学院已与中国银河在各地开展了形式多样的交流活动，此次签署合作备忘录标志著双方的合作进入了崭新的阶段。 未来，双方将基于备忘录内容，逐步开拓深化各项合作，共同推动金融领域人才的高质量发展。