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[RESCHEDULE] Seminar: Ready for Retirement?

29 January @ 4:00 pm - 6:00 pm

As pension industry professionals we know the importance of member education to ensure employees understand what they need to do to prepare financially for retirement. However, finances are just one aspect of a happy and meaningful retirement. We have therefore invited Dr. Billy Mak to be our keynote speaker for this seminar. Dr. Mak will highlight the many preparations required to move from the accumulation phase of our careers to a fulfilling post-work life. Dr. Mak will share his inspiration and knowledge on how to prepare our employees, family members and ourselves for retirement across the quadrants of finance, physical health, mental preparedness and social well being. This will be followed by a panel discussion to explore these important issues further.

 

The panelists are:

Dr. Billy SC Mak, Hong Kong Baptist University

Ms. Hayly Leung, Jardine Matheson Limited

Ms. Ka Shi Lau, BBS, BCT Group

Ms. Priscilla Wong, Pfizer Corporation Hong Kong Limited

Facilitated by:

Mr. Alan Taylor, AT Associates Hong Kong Limited 

 

Bio:

Keynote Speaker
Dr. Billy Mak Sui-choi

Associate Professor, Department of Finance and Decision Sciences, Hong Kong Baptist University

Dr. Billy Mak is currently Associate Professor of Department of Finance & Decision Sciences, Associate Director of Master of Business Administration Program of Hong Kong Baptist University, and Member of the Hong Kong Securities & Investment Institute.  His research topics focus on equity market, financial planning and Hong Kong property market. He has authored numerous publications and papers on securities markets and investment.  Dr. Mak is frequently interviewed by the media on economic and property market issues and he is the guest host of “Corporate Expo” program of Metro Finance Radio. He is also the special contributor of various newspapers. 

On professional and community services, Dr. Mak is currently, the member of Housing Authority Finance Committee, the member of Housing Authority Funds Management Sub-Committee, the member of Housing Authority Subsidized Housing Committee, the member of Investor Education Centre – Hong Kong Strategy for Financial Literacy Steering Committee, member of Securities and Futures Appeal Tribunal, member of Process Review Panel (SFC), member of Steering Committee for WAM Pilot Programme (the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector), member of Business Facilitation Advisory Committee, member of the Licensing Committee of Hong Kong Gold & Silver Exchange Society.

Panel Facilitator
Mr. Alan Taylor

Director, AT Associates Hong Kong Limited

Alan Taylor is a management consultant specialising in the development of financial markets in Asia. He has over 25 years consulting experience.

As a consultant he has worked in ASEAN countries such as Indonesia, Philippines, Thailand and Vietnam, and several Central Asian republics. Since relocating to Hong Kong in 2001, he has been involved in many projects in the pension fund sector, including Hong Kong's mandatory provident fund (MPF) system.


Panelists
Ms. Hayly Leung

Executive Committee Member, HKRSA
General Manager, HR Services, Group Human Resources of Jardine Matheson Limited and HR Director, Jardine Pacific


Hayly Leung is General Manager, HR Services, Group Human Resources of Jardine Matheson Limited and HR Director of Jardine Pacific.
Hayly provides guidance and support to the Jardine Group companies on a regional basis. She plays a key role in developing HR policies and in formulating HR strategies for Mergers and Divestments. She oversees a pension specialist team that provides strategic advice and support to business units relating to all aspect of retirement schemes in Hong Kong and in the region. She also drives the transformation of the people agenda in Jardine Pacific.
Prior to joining JM, Hayly was the Group HR Director of Jardine Schindler. Before that, Hayly held various VP roles in HR in BT, one of the world’s leading communications services companies, with management responsibilities across Asia Pacific and Europe. Hayly holds a Master degree in HR Management from MacQuarie University in Australia. She is a qualified Company Secretary.

Ms. Ka Shi Lau, BBS

Executive Committee Member, HKRSA
Managing Director & CEO, BCT Group


Ka Shi Lau is MD & CEO of BCT Group (comprising BCT Financial Limited (“BCTF”) and Bank Consortium Trust Company Limited (“BCTC”)). Graduated from Cornell University in the US with an MBA, Ka Shi is a strong advocate of corporate governance (including ESG), retirement protection, social inclusion and diversity, and health care. Apart from her current role as Vice Chairman of HKTA, she serves on various statutory and professional bodies including HKRSA, MPFA, SFC, HKICPA, IFEC and Asian Corporate Governance Association. Some of her current and past public service roles include Minimum Wage Commission, Hospital Authority, Women’s Commission, Pamela Youde Nethersole Eastern Hospital, and Our Hong Kong Foundation’s “Business for Social Good” Platform.

Ms. Priscilla Wong

Marketing Manager, Private Sector, Pfizer Corporation Hong Kong Limited

Priscilla Wong is a seasoned marketer/strategist in the pharmaceutical industry with a disruptive mindset to deliver high standard results in a dynamic environment.

Priscilla began her Pfizer career in 2002 as a Key Account Executive for Viagra then took up several roles focus on building Key Account capabilities to drive private sector business. She then transitioned onto several marketing roles, in charge of Pfizer’s cardiovascular portfolio, managing key products such as Lipitor and Norvasc and launching its atrial fibrillation product, Eliquis for the franchise in 2013. Since 2016, she has been also managing digestive products, Metamucil. At a corporate level, Priscilla takes pride to coordinate a corporate campaign, 168·家·健康, to deliver health awareness message among Hong Kong community.

Priscilla holds a Bachelor of Science Degree from University of Texas at San Antonio and received her MBA from Pepperdine University.

Programme rundown:

15:30 - 16:00Registration
16:00 - 16:03Welcome
Ms. Janet Li, Chairman, HKRSA
16:03 - 16:05Introduction
Mr. Alan Taylor, Director, AT Associates Hong Kong Limited
16:05 - 16:55Keynote address
Dr. Billy S. C. Mak, Associate Professor, Department of Finance and Decision Sciences, Hong Kong Baptist University
16:55 - 17:55Panel Discussion
Moderator:
Mr. Alan Taylor, Director, AT Associates Hong Kong Limited
Panel members:
Dr. Billy S. C. Mak, Associate Professor, Department of Finance and Decision Sciences, Hong Kong Baptist University
Ms. Hayly Leung, Executive Committee Member, HKRSA
General Manager, HR Services, Group Human Resources, Jardine Matheson Limited and HR Director, Jardine Pacific
Ms. Ka Shi Lau, BBS, Executive Committee Member, HKRSA
Managing Director & CEO, BCT Group
Ms. Priscilla Wong, Marketing Manager, Private Sector, Pfizer Corporation Hong Kong Limited
17:55 - 18:00Closing
Ms. Rosemarie Kriesel, Executive Committee Member, HKRSA
Please note:
 Payments are non-refundable unless the event is cancelled by the HKRSA.
 The full amount will be charged for registration and NON-ATTENDANCE unless written cancellation is received before: 22 Jan 2019
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Details

Date:
29 January
Time:
4:00 pm - 6:00 pm

Venue

Deacons
14/F, Alexandra House, 18 Chater Road,
Central, Hong Kong