Mr Jimmy W K Jim
HSBC Insurance (Asia-Pacific) Holdings Ltd, Hong Kong
Mr. Jimmy Jim, CFA is the President of The Hong Kong Society of Financial Analysts in the current term.
Jimmy has over 20 years of experience in banking industry and was appointed various senior positions.
He is now Chief Investment Officer at HSBC Insurance Asia Pacific overseeing multi-asset portfolios.
He worked for Standard Chartered Bank, DBS, Abbey National, Commonwealth Bank of Australia and Credit
Suisse before joining HSBC Insurance. Jimmy is a CFA charterholder and a CPA (Aust). He holds a Master of
Applied Finance Degree from the Macquarie University and a Bachelor Degree of Business Administration from
The Chinese University of Hong Kong.
Mr Yin Toa Lee
Asia Pacific Ernst & Young, Hong Kong
Yin Toa Lee is a Partner and Financial Services Leader of Ernst & Young's Financial Accounting
Advisory Services in Asia Pacific, covering Greater China, Korea, ASEAN and Oceania. He currently
leads projects on reporting and GAAP advisory, transaction accounting support, and accounting control
and process support for financial institutions in Asia Pacific. He works closely with both regulators
and standard setters on the development of new accounting standards. He conducted numerous external
presentations in Asia Pacific. He worked in Hong Kong, Beijing, Tokyo and Boston.
Yin Toa is a Director and Secretary of The Hong Kong Society of Financial Analysts and chairs the
Continuing Education committee. He is also a Council Member of Hong Kong Business Valuation Forum,
and Departmental Advisory Committee Member of City University of Hong Kong's Department of Accountancy.
He is a CFA, CPA, and FRM. He holds a Master in Accounting / MBA from Northeastern University, Master
in Finance from Boston College and Bachelor in Economics from The University of Chicago.
Mr Samuel Lum
CFA Institute (Asia-Pacific), Hong Kong
Samuel Lum, CFA, is director of Private Wealth and Capital Markets at CFA Institute. Mr. Lum focuses on
wealth management and capital markets, mainly in an Asia Pacific context. His current research and development
interests include investment policy, asset allocation, exchange-traded funds and products, indexing methodologies,
family office and governance issues, alternative assets, and risk management. Mr. Lum has more than 20 years of
professional experience in the investment industry, encompassing investment portfolio management in the Hutchison
Whampoa group, a global conglomerate based in Hong Kong; wealth management in the trust division of the TD Bank
Financial Group, covering the Asian markets; investment portfolio management, fund and treasury management,
corporate finance, and capital markets research at the treasury division of the Ontario Hydro Corporation;
and securities brokerage in an online financial services joint venture of subsidiaries of Credit Suisse and
Hutchison Whampoa. He holds an MBA, and his professional designations include CFA, CAIA, FRM, and TEP.
Dr Frank Packer
Bank for International Settlements, Hong Kong
Frank Packer is head of Financial Stability and Markets at the BIS Representative Office for Asia and the
Pacific. Previously, he was head of Financial Markets in the Monetary and Economics Department, and editor
of the Bank's Quarterly Review of International Banking and Financial Market Developments. Prior to joining
the BIS in 2003, Frank worked for the Federal Reserve Bank of New York and Nikko Citigroup in Tokyo. He
received his Ph.D. from Columbia University; an MBA from the University of Chicago and a BA from Harvard.
Dr Eli Remolona
Bank for International Settlements, Hong Kong
Eli Remolona is Chief Representative for Asia and the Pacific of the Bank for International Settlements (BIS).
As regional head for the BIS, he leads a 35-person team in Hong Kong and is responsible for all BIS business and
activity in the Asia-Pacific region, including research, high-level meetings and financial services for central
banks and governments in the region. Eli also serves as the secretary of the Asian Consultative Council, which
consists of the 12 governors of the leading central banks in the region.
Until September 2008, Eli was Head of Economics for Asia and the Pacific. He joined the BIS in 1999 and for six
years served as Head of Financial Markets and Editor of the BIS Quarterly Review in Basel, Switzerland. Before
that, he was Research Officer of the Federal Reserve Bank of New York, where for 14 years he did FOMC briefings
and research on issues in international finance, financial markets and sovereign risk. He has also taught at
Columbia University, New York University and the University of the Philippines. He has a Ph.D. in economics
from Stanford University. At present, he is Associate Editor of the International Journal of Central Banking
and a member of the Editorial Committee of the BIS Quarterly Review.
Mr Theron Williams
HSBC Insurance (Asia-Pacific) Holdings Ltd, Hong Kong
Theron Williams is the Deputy Regional CRO for HSBC Insurance Asia, a role based in Hong Kong
that he has held since 2011. Prior to taking up this role he was Head of Traded Risk Management
for HSBC Global Markets from 2008, covering market and credit risk across Asia Pacific and based in
Hong Kong. This is his second period in Hong Kong; previously moving to Hong Kong in 1996 with Global
Markets IT and subsequently he became Head of Market Risk Asia Pacific before returning to London in 2002.
Theron joined the HSBC Group in London in 1987 and, in addition to his roles in Risk, Theron has also
worked in Derivative Product Control and Global Markets Audit. Prior to joining HSBC, he worked on the
Institutional Clients desk in State Street Securities in London, and in Internal Audit for Marine Midland
Bank NA, London. Theron was born in Nova Scotia, Canada, and after moving to the UK to attend secondary
school he gained a bachelor degree in Business Studies, majoring in Finance. He is married with three children.