FinEx Club - FinEdu

Professional Financial Training Series: Evolution of Asset Servicing - Beautiful Transformation From Paper, Electronic to Digital Speakers: Lawrence Au Chairperson, Asset Servicing Committee, FinEx Club Ex APAC CEO BNP Paribas Securities Services Northern Trust Margery Wong Managing Director, FinEx Club Leading Fund Services Practitioner Advocate of Best Practices in Traditional and Digital Assets Administration Morris Hui Finex Club Founder Group Treasurer, Asset Manager, Asian Banker

Professional Financial Training Series: Evolution of Asset Servicing - Beautiful Transformation From Paper, Electronic to Digital Speakers: Lawrence Au Chairperson, Asset Servicing Committee, FinEx Club Ex APAC CEO BNP Paribas Securities Services Northern Trust Margery Wong Managing Director, FinEx Club Leading Fund Services Practitioner Advocate of Best Practices in Traditional and Digital Assets Administration Morris Hui Finex Club Founder Group Treasurer, Asset Manager, Asian Banker

Meet Cambridge Judge Business School Professor on Climate Change and Sustainability. Professor Michael Willis Management Practice Associate Professor Cambridge Judge Business School Programme Director, Executive Master of Accounting 💪🏻💪🏻Explore how the Executive Master of Accounting program empowers finance and accounting professionals to accelerate their careers! Visit the Program Page below. 👉🏻 https://www.jbs.cam.ac.uk/masters-degrees/executive-masters-accounting/ In this engaging episode, our Founder, Morris hosts an insightful conversation with Professor Michael Willis. They explore Asia’s sustainability journey, global trends in adopting relevant regulations, and the key challenges faced by senior executives in navigating this evolving landscape. 👏🏻👏🏻 Professor Willis has designed and taught courses to board-level, executive, and graduate audiences on diverse topics including climate-related financial reporting, ESG disclosures and regulation, as well as corporate governance for sustainability. He has also worked with companies and sustainability professionals across Asia, Africa and the Middle East to conduct workshops on how sustainability trends and practices translates to sustainability reporting and climate-related financial disclosures. https://www.jbs.cam.ac.uk/people/michael-willis/ Host: Morris Hui, CFA FCCA CTP Group Treasurer Asset Manager Executive Asia Banker Follow Me: https://www.linkedin.com/in/morris8838

FinEx Club x Premia Partners This on-site report from the Future Investment Initiative (FII) 2025 in Riyadh (October 28-30, 2025) provides a visual walkthrough of the event, examining current Middle East economic trends and emerging investment prospects. It highlights Saudi Arabia’s initiatives in technology, sustainability, and global collaborations to boost non-oil sectors, featuring insights from international leaders on AI integration and market resilience amid global shifts. 「直擊Saudi FII 2025：第一視覺分析中東市場現況，嶄新投資機遇！」 這段於利雅德未來投資倡議（FII）2025現場訪談，由主持人Margery訪問Premia Partners合夥人兼聯合首席投資官Laura。Laura分享其逾20年金融經驗、Premia專注創新ETF的背景，以及中東市場洞見。討論涵蓋全球轉變下的風險分散、沙特「2030願景」推動非石油增長（如科技、旅遊、可再生能源）、人口結構進展、可及投資工具（ETF、susuk債券），以及樂觀的3-5年展望，強調流動性改善及香港/中國的互惠機會。 關鍵時間戳： • 0:00-2:00：Laura自我介紹，包括其在Premia的角色、對ETF的熱情，以及目前位於FII會議地點。 • 2:00-4:00：FII多元參與者概覽（科技、AI、建築等）及香港參與；轉入ME ETF受歡迎度，伴隨地緣政治轉變。 • 4:00-6:00：從US主導投資組合的風險分散；沙特「2030願景」減輕石油依賴，促進科技/旅遊/可再生能源。 • 6:00-8:00：人口演變（如女性駕駛員佔36%，超標）；利雅德金融區基礎設施快速增長。 • 8:00-10:00：投資選項如GCC/UAE/沙特ETF（金融業權重高）、Aramco曝險，以及穩定與美元掛鉤的貨幣。 • 10:00-12:00：債務市場發展（susuk提供較美債1%收益率提升）；全球投資者流動性強化。 • 12:00-15:00：未來3-5年趨勢：本地信心高（88%幸福指數）、分散投資如「免費午餐」、指數納入潛力，以及中資與GCC的協同。

今集非常榮幸邀請到 Ms. Queenie Lo（Global Commodity Hedge Fund 風險及合規主管／前資產管理公司營運總監、風險經理），與大家分享「風險管理」如何輕鬆融入日常生活。 從什麼是風險管理，到如何運用在出行、日常決策或小事安排上；以及每個人對風險的不同理解，Queenie 都以簡單易明的方式逐一拆解。 如果你希望在生活中做選擇時更穩妥、更清晰，這一集絕對不容錯過！ Episode highlight: 0:05 – 開場與介紹嘉賓背景 1:36 – 嘉賓出場及介紹她的風險管理工作 2:12 – 什麼是風險管理 3:13 – 生活中如何應用風險管理 4:22 – 日常決策與風險評估示例 5:03 – 個人性格與風險承受能力 5:52 – 工作中面對的風險挑戰 6:34 – 如何提前計劃與應對風險 7:42 – 適應海外生活的風險管理 8:39 – 收尾與 CTA（訂閱、點讚、分享）

Nelson and Margery, fund administration professionals with decades of experience across Hong Kong and Australia, discuss the key differences in fund administration & operations between the two markets. From NAV pricing, trustee vs. RE roles, to system outages and BCP strategies, they share industry insights, real-world challenges, and best practices. This episode is perfect for anyone in fund services, finance, or operations looking to better understand cross-border fund admin processes. Speaker Professional Profile: Margery Wong Nelson Chau

Dialogue with Standard Chartered Managing Director 渣打銀行企業及投資銀行部董事總經理對話 Timestamps of highlights: 01:15-03:30 How is bank’s operating model evolving driven by AI and FinTech? 人工智慧與金融科技如何推動銀行營運模式變革？ 03:50-05:50 The global payment innovation is sweeping the entire banking industry- what are they? 全球支付創新正在席捲整個銀行業——它們是什麼？ 05:56-09:50 How does US tariffs impact global trades, supply chains, and restructuring of trade corridors? 美國關稅如何影響全球貿易、供應鏈和貿易走廊的重組？ 10:04-11:50 What are the most demanded skillsets for young professionals to excel in new banking industry and complex workplace 對於年輕的專業人士來說，在新興銀行業和複雜的職場中脫穎而出，最需要哪些技能？ #tariffs #globalpayments #fintech #ai #payments #paymentintegration #trump #tradefinance #supplychain #bankinginnovation *********************************

In this insightful video, fund administration and operations experts Margery and Nelson dive deep into the Net Asset Value (NAV) calculation process, breaking down each step with clarity and precision. They explore the critical risks that can lead to fund pricing errors, offering practical strategies to prevent these issues and ensure accuracy. Additionally, Margery and Nelson discuss the regulatory procedures surrounding NAV pricing errors, providing valuable guidance for compliance and risk management. Whether you’re a fund manager, investor, or industry professional, this video is a must-watch for understanding the complexities of NAV calculations and safeguarding your fund’s integrity. Subscribe and hit the bell for more expert insights! 在這段富有洞察力的影片中，基金管理和運營專家Margery和Nelson深入探討了淨資產值（NAV）計算過程，清晰且精確地分解每一個步驟。他們探討了可能導致基金定價錯誤的關鍵風險，並提供實用的預防策略以確保準確性。此外，Margery和Nelson還討論了有關NAV定價錯誤的監管程序，為合規性和風險管理提供寶貴指導。無論您是基金經理、投資者還是行業專業人士，這段影片對於理解NAV計算的複雜性及保障基金完整性來說都是必看的內容。請訂閱並按下鈴鐺以獲取更多專家見解！ Margery Wong https://www.linkedin.com/in/margery-wong?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Nelson Chau https://www.linkedin.com/in/nelson-chau-aa53b7215?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

The digital landscape is abuzz with discussions about stablecoins and their transformative potential. Today, I’m joined at my Mastermind Roundtable by Damian Macinante, Managing Director and a seasoned international banker with over 30 years of corporate banking experience at Barclays, HSBC, and Citibank. Together, we explore critical insights into stablecoins, their role in reshaping global payments, and their impact on traditional banking. Timestamps of Highlights: 00:00-00:43 Damian’s banking career journey and expertise. 01:07-05:28 Banker’s Perspectives: Clear explanations of stablecoin fundamentals and their four main categories. 06:16-10:05 IPO of USDS Issuer Circle, the wild market reactions and wider implications 10:30-16:14 How does global race of stablecoins impact tradition banking businesses? What actions banks should take? 16:21-18:03 Can stablecoins help revitalize physical economies and what kind of changes it will bring to real world? 18:21-19:03 Never underestimate Stablecoin’s impact on bank’s funding and lending capacity! 19:23-21:45 Introducing Uybx: a potential game-changer in stablecoin settlement #stablecoins #geniusact #crypto #cryptocurrency #usdc #circle #blockchain #stablecoin Disclaimer: The information provided in all videos on our channel is for general informational purposes only and should not be considered as investment advice or a solicitation to engage in investment activities. All content, including market updates, projections, and analyses, is based on publicly available sources and reflects personal views of the presenter at the time of recording. Viewers are strongly encouraged to conduct their own independent research and consult with qualified professional experts, such as financial advisors or legal counsel, before making any investment or financial decisions.