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Date / Time: 20 – 22 June 2018 (Free to choose various modules) Place: HKSAR (HKQAA Main Office, HKMA Information Centre WCERC (Environmental Resource Centre), ZCB (Zero Carbon Building)) Events: Seminars, live demo, site visits, experience sharing, booths, networking Language: Mandarin Mainland China, Hong Kong, Macau - Blueprint for the future of unlimited opportunities The State Council of the PRC will promote closer co-operation between the Mainland and Hong Kong and Macao. Especially for FinTech, a series of plans will be drawn up for the development of a city cluster in the Guangdong-Hong Kong-Macao Bay Area, it gives full play to the distinctive strengths such as Hong Kong in the aspect of FinTech Services, Operations and Compliances. How should we elevate the FinTech positions between the Mainland and Hong Kong and Macao, aligning with The Belt and Road Initiative”, result in opening up the future of unlimited opportunities? Therefore, we have invited the experts to provide you the better understanding through the following topics: Professor Joseph TSE • Chief Research Officer, AiESTRI • Professor, Renmin University of China, School of Economics • Working for universities, research institutes and professional seminars • Areas of Specialization: FinTech and Digital Finance Dr. LAM Yat Fai • Principal, CapitaLogic Limited & Adjunct Professor of Finance, The City University of Hong Kong • Worked for bank regulator, sovereign wealth fund, international banks, university and professional seminars • Professional qualifications: Finance areas including CFA, CAIA, CAMS, FRM, PRM • Areas of Specialization: Structured products, credit risk management, derivatives, finance and banking Ms. Ester IP • Partner, Crowe Horwath (HK) CPA Limited • Professional experiences in internal control review, SOX auditing, risk assessment, IT auditing & data protection, consulting & sustainability consulting in HK, China and US in banking, finance, insurance, telecom, e-commerce, education, etc. • Professional qualifications: CPA, CGA, FCCA, FTIHK, CTA, CIA, CISA, CEC • Areas of Specialization: Financial audit, internal audit, environmental audit, IT audit, professional seminars and lectures Mr. Alex SIN • Chief Solutions Architect, K Consulting Pro Management & Technology • Worked as Learning & Development Manager at Big-four co., project manager, solution architect, professional trainer • Professional qualifications: ITSM Manager, PMP, PMI-ACP, MBTI, DISC and PDI practitioner • Areas of Specialization: Training, business, accounting, big data, logistics, manufacturing, social network marketing, and KOLs Mr. Allan DYER • Information Security Specialist, Chairman and President, AVAR • Chief Consultant of Yui Kee Computing Ltd. • Worked in controlling spam, government consultations, public debate, and conferences • Professional qualifications: CISSP, MHKCS, MIAP, AIMIS • Areas of Specialization: Information security, distributing anti-virus, encryption and content security software Mr. Raymond WYAND • Chief Executive Officer and Co-founder, gini • Worked for Vice President at Citibank, part of the Global Credit Trading Business based in Hong Kong • Professional academic disciplines: Social Science and Business • Areas of specialization: Regulatory capital optimization, CLO syndication, securitization and credit derivatives Mr. Carus LU • Director of Sales & Marketing, FlexSystem Limited • Head of R&D and Business Development Unit for Cloud and Mobile Computing • Professional academic disciplines: Social Science • Areas of Specialization: Providing Financial Management and ERP Solutions in Greater China for 20 Years Ms. Jolly GUO • Cross Border Trade Sales Manager - China Everbright Securities • Worked for South China Financial Holdings (License: Hong Kong SFC License, type 1, 2, 3 license holder) • Professional academic disciplines: Financial science • Areas of specialization: Financial planning, FinTech Dr. Clement AU • Marketing Director, K Consulting Pro Management & Technology • Work as entrepreneur, industrialist & trader, trainer • Professional qualifications: PMP • Areas of Teaching Specialization: International & Chinese business, project management, innovation studies Opportunities for FinTechSeminar Tour Guangdong-Hong Kong-Macao Bay Area (Hong Kong Station) Buy 1 Get 1 Free Discount For First 10 Enrollments Price for 1 , Quota for 2 , with entitlement of 3 days Training Material!

Opportunities for FinTech Seminar Tour · 2018-05-31 · “Opportunities for FinTech” Seminar Tour Guangdong-Hong Kong-Macao Bay Area (Hong Kong Station) Course Content y: win

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Page 1: Opportunities for FinTech Seminar Tour · 2018-05-31 · “Opportunities for FinTech” Seminar Tour Guangdong-Hong Kong-Macao Bay Area (Hong Kong Station) Course Content y: win

Date / Time: 20 – 22 June 2018 (Free to choose various modules) Place: HKSAR (HKQAA Main Office, HKMA Information Centre WCERC (Environmental Resource Centre), ZCB (Zero Carbon Building))Events: Seminars, live demo, site visits, experience sharing, booths, networkingLanguage: Mandarin

Mainland China, Hong Kong, Macau - Blueprint for the future of unlimited opportunities

The State Council of the PRC will promote closer co-operation between the Mainland and Hong Kong and Macao. Especially for FinTech, a series of plans will be drawn up for the development of a city cluster in the Guangdong-Hong Kong-Macao Bay Area, it gives full play to the distinctive strengths such as Hong Kong in the aspect of FinTech Services, Operations and Compliances. How should we elevate the FinTech positions between the Mainland and Hong Kong and Macao, aligning with “The Belt and Road Initiative”, result in opening up the future of unlimited opportunities?Therefore, we have invited the experts to provide you the better understanding through the following topics:

Professor Joseph TSE

• Chief Research Officer, AiESTRI• Professor, Renmin University of China, School of Economics• Working for universities, research institutes and professional seminars• Areas of Specialization: FinTech and Digital Finance

Dr. LAM Yat Fai

• Principal, CapitaLogic Limited & Adjunct Professor of Finance, The City University of Hong Kong• Worked for bank regulator, sovereign wealth fund, international banks, university and professional seminars• Professional qualifications: Finance areas including CFA, CAIA, CAMS, FRM, PRM • Areas of Specialization: Structured products, credit risk management, derivatives, finance and banking

Ms. Ester IP

• Partner, Crowe Horwath (HK) CPA Limited• Professional experiences in internal control review, SOX auditing, risk assessment, IT auditing & data protection, consulting & sustainability consulting in HK, China and US in banking, finance, insurance, telecom, e-commerce, education, etc.• Professional qualifications: CPA, CGA, FCCA, FTIHK, CTA, CIA, CISA, CEC• Areas of Specialization: Financial audit, internal audit, environmental audit, IT audit, professional seminars and lectures

Mr. Alex SIN

• Chief Solutions Architect, K Consulting Pro Management & Technology• Worked as Learning & Development Manager at Big-four co., project manager, solution architect, professional trainer• Professional qualifications: ITSM Manager, PMP, PMI-ACP, MBTI, DISC and PDI practitioner• Areas of Specialization: Training, business, accounting, big data, logistics, manufacturing, social network marketing, and KOLs

Mr. Allan DYER

• Information Security Specialist, Chairman and President, AVAR • Chief Consultant of Yui Kee Computing Ltd.• Worked in controlling spam, government consultations, public debate, and conferences• Professional qualifications: CISSP, MHKCS, MIAP, AIMIS• Areas of Specialization: Information security, distributing anti-virus, encryption and content security software

Mr. Raymond WYAND

• Chief Executive Officer and Co-founder, gini• Worked for Vice President at Citibank, part of the Global Credit Trading Business based in Hong Kong• Professional academic disciplines: Social Science and Business• Areas of specialization: Regulatory capital optimization, CLO syndication, securitization and credit derivatives

Mr. Carus LU

• Director of Sales & Marketing, FlexSystem Limited • Head of R&D and Business Development Unit for Cloud and Mobile Computing • Professional academic disciplines: Social Science• Areas of Specialization: Providing Financial Management and ERP Solutions in Greater China for 20 Years

Ms. Jolly GUO

• Cross Border Trade Sales Manager - China Everbright Securities• Worked for South China Financial Holdings (License: Hong Kong SFC License, type 1, 2, 3 license holder)• Professional academic disciplines: Financial science• Areas of specialization: Financial planning, FinTech

Dr. Clement AU

• Marketing Director, K Consulting Pro Management & Technology• Work as entrepreneur, industrialist & trader, trainer• Professional qualifications: PMP• Areas of Teaching Specialization: International & Chinese business, project management, innovation studies

“Opportunities for FinTech” Seminar TourGuangdong-Hong Kong-Macao Bay Area

(Hong Kong Station)

Buy 1 Get 1 Free DiscountFor First 10 Enrollments

Price for 1, Quota for 2, with entitlement of 3 days Training Material!

Page 2: Opportunities for FinTech Seminar Tour · 2018-05-31 · “Opportunities for FinTech” Seminar Tour Guangdong-Hong Kong-Macao Bay Area (Hong Kong Station) Course Content y: win

“Opportunities for FinTech” Seminar TourGuangdong-Hong Kong-Macao Bay Area (Hong Kong Station)

Course Content

Enroll/Enquiry:Mr. Kerwin Ho Tel: (852) 2202 9367E-mail: [email protected]

Basic Enrollment Fee: $8,000 / seat(For enrollment of 2 modules, free nomination for each module)

Buy 1 Get 1 Free Discount For First 10 Enrollments(Price for 1, Quota for 2, with entitlement of 3 days Training Material!)

Certificate will be issued by HKQAA upon completion of the programme

Module 1: The Management of Practices and Compliance Jun 20 amHong Kong’s FinTechBanking & financial markets practices - What is FinTech - FinTech’s various applications - The challenges banking and financial markets are facing - The reformation, practices and traditions of FinTech to us

Regulation & compliance - Supervisory authorities and related regulations - Perspective from auditing professional

Blockchain & cryptocurrencyFinTech risk management & cryptocurrency - Risk assessment and management - The updated news and the trend of cryptocurrency in the future

Blockchain & cryptocurrency details - The blockchain technology and its applications in Finance - The potential of business operating model transformation in long term - Different types of cryptocurrency, e.g. Bitcoin, Ethereum, etc. - Understanding of transactions, ownership, mining, supply, wallets, ICOs (Initial Coin Offering) and economics

Module 3: Green Finance and Technologies Jun 21 amQuality assurance in FinTech, “Green Finance” and Sustainability - The needs of FinTech in Guarantee of Risks - Cyber Security and FinTech - Promotion of Sustainability by FinTech - Introduction to the green finance certification scheme - Reference to international standards - Enhancing credibility and stakeholder confidence in green finance

Artificial Intelligence (AI) for FinTech - Artificial Intelligence (AI) technology and applications in Finance - User experience and use cases

New technology in FinTech - New technology trends in FinTech - Artificial Intelligence (AI) deployment for better financial management at enterprise

FinTech demonstration and sharing - E-Procurement Management System - Blockchain Application Demonstration

Module 5: Investment and The Key of Startups Jun 22 amOverview in macro and micro for Fintech business - FinTech and the macroeconomic cycle - Future FinTech development for SME in micro view

Investment in Fintech business - The requirement for the investment in FinTech business in Hong Kong - The challenges and opportunities in FinTech business

The Key for FinTech startups - The requirement for FinTech startups - Cases for the FinTech startups

Mobile banking - Challenges and opportunities of mobile banking applications in Hong Kong - Trend of personal financial management applications

Module 2: HKMA Visits and Sharing Jun 20 pmHKMA Information Centre - Booth VisitsBitcoin and money laundering - Functions of Bitcoin in money laundering activities - Governments’ regulatory initiatives on Bitcoin

FinTech demonstration and sharing - ASIC (Application-specific Integrated Circuit) Machine Demonstration - Consultancy Services in Information System Security, Asset Valuation, IPO Listing, Merger & Acquisition, Financing - Artificial Intelligence (AI) Technology, Softwares and Hardwares of Learning Machine

Module 4: Project Management and Resources Jun 21 pmProject management in FinTech - Scope of the FinTech project, project and project portfolio management (PPM) - Competencies of FinTech project managers - The planning-oriented vs value-oriented - Cases and experience sharing

WCERC (Wan Chai Environmental Resource Centre) Guided Tour

Module 6: Investment and The Key of Startups Jun 22 pmCyber security in FinTech - The relationship between cybersecurity and other types of security in FinTech - Cyber security framework & best practices

Data protection and privacy - Cryptocurrency issues - Cybercrime cases - Data Protection Principles - Data protection in financial networks - Users’ information privacy concerns and how to address the privacy issues - Personal Data cases

Biometrics for financial institutions - Identifiers and authenticators - Limitations of biometrics - User experience

Experience sharing and Networking

FinTech Professional Consultancy and Sharing - Information Technology (IT) Services Consultancy - Professional Management Training Services Consultancy

ZCB (Zero Carbon Building) Guided Tour