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.