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~ Volunteer Leaders Series ~
From Career Development till Retirement Adventure
[Registration for Members and Level III Candidates] [Full]
Event Code: 170823H-M
This event is fully booked. If you would like to be put on the waiting list, please click here, complete the form and submit it online. When there is seat available, we will inform you by email.

Date 23-Aug-2017
Time 7:00 p.m. - 8:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Karl Lung, CFA
The Hong Kong Society of Financial Analysts
Fee HKSFA Member(s) at HK$0.0/person
CFA Candidate(s) at HK$0.0/person
This seminar is qualified for 0 CPT hour(s), 0 CE hour(s), 0 RBV CPD hour(s)
  • This is a registration page for HKSFA members and CFA Level III Candidates (2017/18) only.
  • Free for HKSFA Members and CFA Level III Candidates (2017/18) only.  To sign up via the online registration system, please select "Cheque" as the "Payment Method".
  • CFA Candidate(s) for Year 2017/18 only.
  • Snacks and soft drinks will be provided.
This themed happy hour is NOT qualified for any CPT hour.

Event Details
Early retirement is the dream of some young professionals, but some retiring talents may find it difficult to adapt to their post-retirement life.

Career development requires cultivation, while retirement planning is not only a matter of money.

How should we cultivate our career? And what’s beyond money for retirement planning?
As a successful portfolio manager and a former president of the Hong Kong Society of Financial Analysts (HKSFA), Mr. Karl Lung has started his (earlier) partial retirement since 2004.  Karl will share his view on career development and retirement planning, and how volunteering helps him on both matters.

About the Speaker

Mr. Karl Lung, CFA
The Hong Kong Society of Financial Analysts

Mr. Karl Lung, CFA, is a former President of the Hong Kong Society of Financial Analysts. He is currently a Director of HKSFA and has sixteen years of experience in the investment industry.

He had worked as Portfolio Manager with ABN AMRO Asset Management (Asia) Limited for nine years and is responsible for Hong Kong equity investments. Before joining ABN AMRO, Karl had been an investment analyst for seven years with brokerage houses that include W.I. Carr (Far East) Limited, Schroders Securities (Hong Kong) Limited, and Nomura Research International Company Limited, and also as an Investment Analyst with Sun Hung Kai Properties Limited.

Karl holds a Master of Business Administration degree from the University of Toronto and a Bachelor of Commerce (Hon.) degree from McMaster University in Hamilton, Ontario.  He received the CFA Charter in 1992. He had been a member of the Advisory Committee on Human Resources Development in the Financial Services Sector of the Financial Services and the Treasury Bureau, and Public Shareholders Group of the Securities and Futures Commission.