Escalating Your Career

The aim of this programme is to further develop skills of analysis, evaluation and synthesis in the areas of cost and management accounting for associate members and, in the process, create an awareness of some current developments in the profession. 

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Chairman
Mr. Bernard Wu Tak Lung

Honorary Chairman, Qianhai SAR Private Equity Fund Investment (Shenzhen) Limited


Mr. Bernard Wu has more than 20 years’ professional experience in auditing, financial management, investment management, provision of investment banking advice to various listed or to-be-listed companies, mergers and acquisitions and initial public offer exercises. Between 1989 and 1994, Mr. Wu worked in an international audit firm, Deloitte Touche Tohmatsu as an Audit Manager. Currently he is the Honorary Chairman of Qianhai SAR Private Equity Fund Investment (Shenzhen) Limited.  Prior to joining this company, Mr. Wu was a Managing Director in Agricultural Bank of China International Investment Management Limited, where he was mainly responsible for direct investment and private equity.

Mr. Wu obtained his Bachelor of Business Administration degree from Hong Kong Baptist University. He was also awarded a Master of Business Administration from The University of Wales and The University of Manchester. He was the Past Chairman of The Association of Chartered Certified Accountants and Past President of The Taxation Institute of Hong Kong. He is also a member of the Hong Kong Institute of Certified Public Accountants and Hong Kong Securities Institute.

Mr. Wu has been invited by various universities or professional organizations to deliver seminars or lectures in taxation and finance. He has also been a mentor of more than 100 mentees from various universities of Hong Kong and UK since 2004. Recently, Mr. Wu has been appointed as an advisor of Hengqin New Area Financial Services Bureau in Zhuhai.

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Vice Chairman
Ms. Chan Agnes Ching Mei

Director, Artemis Associates Limited


Prior to joining Artemis Associates as a Director, Ms. Agnes Chan was the Head of the Hong Kong Office – Board of Directors Office of China Construction Bank Corporation (‘CCB’) . She has over 20 years of experience in the financial sector and has worked for both the Canadian Federal Government and the Hong Kong Government as well as for listed companies in Hong Kong. 

Agnes was the Vice-President of Investor Relations at Pacific Century Insurance Holdings Limited (now known as “Ageas Insurance”) prior to joining CCB in 2004. She was responsible for pre-IPO work, formulating an investor relations program and communicating with the investment community following the Company’s listing. 

Agnes graduated from the University of Western Ontario in Canada with a Bachelor of Arts in Administrative and Commercial Studies and obtained her Master’s in Business Administration from the Kellogg School of Management and the Hong Kong University of Science & Technology. Agnes also earned a post graduate certificate from the University of California, Irvine in Investor Relations. She is a fellow of the Life Management Institute in USA and a member of the Institute of Certified Management Accountants (Australia). Agnes is the former Vice Chairman of the Hong Kong Investor Relations Association.

Daryl Chan

 

Vice Chairman
Mr. Chan Kwok Tat Daryl

Director – Head of Global Markets Middle Office (Wholesale Banking), Natixis


Mr. Daryl Chan is the Director- Head of Global Markets Middle Office (Wholesale Banking) of Natixis since 2008. Prior to joining Natixis, Mr Chan has served the Citygroup Global Market Ltd from 2006 to 2008; BOCI Securities Ltd from 2001 to 2006; Merrill Lynch ( Asia Pacific) Ltd from 1999 to 2000; Goldman Sachs (Asia) L.L.C. from1996 to 1999; and The National Commercial Bank, Ltd from 1992 to 1996.

Mr. Chan holds a Bachelor of Business Administration- Applied Economics Degree from Hong Kong Baptist University; a Master of Business Administration (with credit) as well as a Master of Science in Finance from City University of Hong Kong.

Mr. Chan holds memberships from a range of professional organizations as follows:

  • Treasury Market Association, Education Sub-committee Member
  • CityU Eminence Society – Founding Member
  • Hong Kong Securities Institutes – Ordinary Member
  • Treasury Markets Association – Full Member (Practising)
  • The Institute of Certified Management Accountants (Australia) – Founding Member
  • The Institute of Public Accountants – MIPA
  • The IT Accountants Association – Member ITA 
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Vice Chairman
Mr. Chan Lung Ming Jerry
Executive Director, China Oil Gangran Energy Group Holdings Limited


Mr. Chan Lung Ming is currently an executive director of China Oil Gangran Energy Group Holdings Limited, a company listed on the main board of The Stock Exchange of Hong Kong Limited (stock code: 08132). He has several years of experience in the areas of corporate finance, regulatory and compliance. Mr. Chan is also a senior executive at a corporation licensed to engage in type 4 (advising on securities), type 6 (advising on corporate finance) and type 9 (asset management) regulated activities under the Securities and Futures Ordinance (Chapter 571 of the Laws of Hong Kong).

Mr. Chan obtained a Bachelor of Business Administration degree and a Bachelor of Laws degree with Honors (LLB) in Hong Kong. Mr. Chan furthered his study in the legal field and obtained his first Master of Laws (LLM) majoring in PRC law and a second Master of Laws (LLM(IEL)) majoring in the International Economic Law. Mr. Chan also obtained a Master of Science of Professional Accounting and Corporate Governance in Hong Kong which focused in business problem solving with special reference to accounting and governance principles.

Mr. Chan is currently a Certified Management Accountant of CMA Australia. He is also an Associate Member of Hong Kong Institute of Chartered Secretaries and an Associate Member of Institute of Chartered Secretaries and Administrators in the United Kingdom.

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Vice Chairman
Mr. Edward Lai Tai Yan
Chief Operation Officer, Data Boiler Technologies, LLC


Mr. Edward Lai has gained in the last twenty years in the financial field in Hong Kong as Regional Head of Asia cash management and Asia Operation Risk Manager for JP Morgan, Head of Treasury for KGI, Risk Manager for Mizuho Securities, Product Controller for ABN- AMRO and Fund Accounting Officer for Jardine Fleming. Currently, he is Chief Operation Officer of Data Boiler Technologies, LLC, encompasses product development, representing the company as compliance officer, and building a robust support organization in Asia. Edward Lai graduated from Central Queensland University with degree in accounting, got his master's degree in Business Administration from University of North Carolina. Edward Lai is also a member of the Institute of Public Accountants (MIPA), Certified Management Accountant (Australia) and a professional member of the Institute of Operational Risk (PIOR).

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Vice Chairman
Mr. Benjamin Li

Director, Tripod Management Limited


Mr. Benjamin Li  is a Director and one of the "Responsible Officers" of Tripod Management Limited.  He formulates business strategies and implements various sales plans to achieve the Company's targets.  Moreover, he is responsible for establishing regulatory guidelines and codes of conduct to ensure compliance of the Company's business activities and operations with related regulatory requirements.  

Before his current capacity, Benjamin has accumulated over 20 years of management experience in accounting and financial role with his previous well-known corporations, including Commercial Union, Chubb, New World Telecommunications, Wharf T & T,  Sun Hung Kai Financial  and others. 

Benjamin holds a Master Degree in Professional Accounting and a Bachelor Degree in Business Administration.  He is a full member with the Hong Kong Securities and Investment Institute ( MHKSI ) and Certified Management Accountants, Australia ( CMA ).   In addition, he is a fellow member with the Institute of Public Accountants, Australia ( FIPA ) and Institute of Financial Accountants, United Kingdom ( FFA ).

Benjamin also participates in various community activities.  He is a co-opted member with the Council of Institute of Financial Accountants , Hong Kong branch and a life member of the Hong Kong General Chamber of Small and Medium Business.  

About Tripod Management - Established in 1999, Tripod Management Limited is one of the earliest Chinese home-grown independent investment advisory and asset management firms, and also a pioneer in implementing absolute return target/ hedge fund strategies.

Regulated by the Securities and Futures Commission ( SFC ) and  Mandatory Provident Fund Scheme Authority ( MPFA ) in Hong Kong, Tripod Management provides MPF advisory services and  offers bespoke multi-manager products and manager research services to professional and institutional investors, facilitating investment flows in and out of Asia.   

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