
2025 Speakers
2025 Speakers
ReThink HK 2025 brings you insight and inspiration from 500+ expert speakers.

Clemence Aron
Programme Director

Clemence Aron
Programme Director
Clemence currently leads Membership and Advisory services at The Mekong Club. Her career is dedicated to helping businesses adopt sustainable practices in their operations and supply chains. Clemence has a strong background in managing cross-functional projects, developing advisory services and guiding businesses on supply chain due diligence, developing frameworks and tools, leading research initiatives, and providing training to diverse stakeholders. Before joining The Mekong Club, she worked as a consultant at the International Labour Organization (ILO) and has experience in the private sector, both in-house and in consulting.
My Sustainability Goals for 2025
– Advance sustainability in supply chains:
I hope to see more Hong Kong companies embed sustainability and effective due diligence practices across their supply chains, with a focus on transparency, accountability, and long-term partnerships.
– Empower SMEs: I aim to support Hong Kong’s SMEs in adopting practical, scalable social sustainability solutions that align with global expectations while having an impact locally.
– Enhance cross-sector collaboration: I would like to see stronger partnerships between businesses, industry associations, and non-profit organisations, to address sustainability challenges and scale collective action.
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Ada Chan
Head of Communcations and Engagement / SDSN Hong Kong Network Manager
Social Responsbility and Sustainable Development Office, The Chinese University of Hong Kong

Ada Chan
Social Responsbility and Sustainable Development Office, The Chinese University of Hong Kong
Head of Communcations and Engagement / SDSN Hong Kong Network Manager
Ada is a committed strategist and educator with expertise in planning and sustainable development. She obtained her PhD from the University of Melbourne, where her dissertation examined the role of creative arts spaces as cultural capital in Hong Kong and their contribution to urban sustainability. With substantial experience in academia and project management, Ada has served as the Head of Communications and Engagement in the Social Responsibility and Sustainable Development Office, as well as the Network Manager for the Sustainable Development Solutions Network in Hong Kong at the Chinese University of Hong Kong. In these roles, she successfully led initiatives focused on social impact and sustainability. Additionally, she has held the position of Project Manager at the University of Hong Kong, where she managed community outreach projects pertaining to water sustainability.
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Jimmy Fung
Professor

Jimmy Fung
Professor
Prof. Jimmy Fung is a well-recognized expert in atmospheric sciences, climate modeling, and air quality research. Currently serving as the Associate Provost (Teaching & Learning) and Chair Professor in the Division of Environment and Sustainability and the Department of Mathematics at HKUST, he is at the forefront of advancing interdisciplinary research and education. With over 30 years of academic and research experience, Prof. Fung specializes in high-resolution air quality modeling, regional climate simulation, computational fluid dynamics, and the application of remote sensing technologies. His groundbreaking contributions include establishing Asia’s first university-based regional air quality forecast system and leading the development of the PRAISE-HK app for personalized real-time air quality monitoring.
Our Sustainability Goals for 2025
1. Reaching carbon neutrality by 2040
2. Becoming the center of sustainable finance in the region
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Christine Lau
Vice President
Hong Kong Exchanges and Clearing Limited (HKEX)


Christine Lau
Hong Kong Exchanges and Clearing Limited (HKEX)
Vice President
Christine Lau, Vice President of Listing Policy and Secretariat Services, Hong Kong Exchanges and Clearing Limited
Ms. Christine Lau joined Hong Kong Exchanges and Clearing Limited (“HKEX”) in 2016. Ms. Lau has been working in the Policy and Secretariat Services of the Listing Division, and has been involved in HKEX’s listing policy initiatives in relation to corporate governance and environmental, social and governance matters in recent years. Prior to joining HKEX, Ms. Lau was a senior associate practicing corporate and securities law in Hong Kong with a leading international law firm. Ms. Lau graduated from the University of Hong Kong with a bachelor’s degree in Laws, and is a qualified lawyer in Hong Kong.
香港交易所上市科政策及秘書服務副總裁,劉芷琳
劉芷琳於2016年加入香港交易及結算所有限公司(香港聯交所)上市科政策及秘書服務,近年致力參與香港聯交所若干有關上市發行人企業管治及環境、社會及管治政策的制定。她的職業生涯始於私人執業律師,加入香港聯交所前為著名國際律師行的資深律師,專責處理公司及證券法事宜。劉芷琳持有香港大學法學學士學位,其於香港具律師執業資格。
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Nadine Lim
International Policy Analyst
IETA


Nadine Lim
IETA
International Policy Analyst
As an International Policy Analyst at the International Emissions Trading Association (IETA), Nadine works on the development of global policies at the UN level and the local market level.
Within Southeast Asia, she works on amplifying the business voices to accelerate the development of carbon pricing instruments that work efficiently. She also addresses the needs of businesses in developed emissions trading systems in North Asia and Australia, New Zealand.
Nadine plays a central role in convening cross-sectoral dialogues that bring together governments, private sector leaders, and civil society to advance carbon market policy development. She has been instrumental in shaping discussions on voluntary, compliance, and Article 6 carbon markets in Asia, and in fostering collaboration between stakeholders.
With a background in Economics, she is passionate about equitable, pragmatic climate solutions that work.
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Spencer Liu
Executive Director

Spencer Liu
Executive Director
Spencer Liu is Executive Director of the Climate Governance Initiative Hong Kong Chapter (CGI HK), a non-profit initiative dedicated to empowering board directors to exercise effective climate governance. In this role, Spencer works with business leaders and governance professionals to strengthen boardroom capabilities and embed climate oversight across Hong Kong’s corporate landscape, influencing through practical guidance, cross-sector engagement, and original research to support decision-making in the climate transition.
Beyond CGI HK, Spencer has founded Riverwood Climate Solutions, where he advises corporations and startups across Asia on climate technologies, with a focus on strategy and venture co-building in the sustainable transportation value chain. He also serves as Advisor & Director at Power Dime Inc., a Corporate Power Purchase Agreement (CPPA) platform helping businesses access traceable, auditable carbon-free power across global markets.
Earlier in his career, Spencer spent eight years at McKinsey & Company, where he co-led sustainability and green business building in Greater China as an Associate Partner. He is a CFA charterholder, CESGA holder, and LEED Green Associate.
My Sustainability Goals for 2025
Corporations continue to see climate actions as priority, with a long-term outlook on such matter
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Christine Loh
Chief Development Strategist, Institute for the Environment
Hong Kong University of Science and Technology


Christine Loh
Hong Kong University of Science and Technology
Chief Development Strategist, Institute for the Environment
Christine Loh is Chief Development Strategist at Institute for the Environment at Hong Kong University of Science and Technology, and Scholar in Residence at Asia Society Hong Kong (2023-25). She serves on the boards of New Forests Pty Limited, and Towngas Smart Energy. She is a published author of many academic and popular works.
My Sustainability Goals for 2025:
To develop transdisciplinary studies with real world context.
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Qing Ma
Executive Vice President Head of People & Organization Sustainability Lead Siemens Greater China

Qing Ma
Executive Vice President Head of People & Organization Sustainability Lead Siemens Greater China
Ma Qing joined Siemens in 1997. From then until 2010 she served in numerous human resources roles in the company, including as Senior HR Consultant, HR Strategic and Policy Manager, HR Operation Manager, Deputy HR Director, Vice President and HR Director, responsible for optimizing and implementing HR strategic plans, promoting and applying global talent and organization development principles and best practices in China, designing and improving HR management systems and procedures, building a learning & growing organization plan as well as reforming incentive & performance system, , driving the research, planning, supervision, implementation and evaluation of various HR programs, and providing effective HR solutions customized for particular organizational, team and cultural needs to support Siemens’ business development.
In April 2010, Ma was appointed as the Executive Vice President and People and Organization (P&O) Director, Siemens Greater China, and has since then initiated and promoted numerous P&O programs. By doing so she has been utterly committed to constantly innovating and improving people and organization management systems, building and strengthening an industry-leading P&O team, establishing a strong employer brand, empowering the business teams and key talents, improving their cognitive, operational, collaborative and leadership skills, reinforcing company culture and values, enhancing team cohesiveness, competitiveness and improving employee experience.
In October 2021 Ma took on another role, as the Lead of Sustainability, Siemens Greater China, responsible for facilitating the implementation of Siemens’ global sustainability framework “DEGREE”1 in China, establishing the sustainability strategic roadmap and action plan, developing an effective and collaborative governance system, in order to enhance Siemens’ leading position in sustainability.
Mrs. Ma obtained a Bachelor’s Degree from Beijing Capital Normal University.
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Michelle Mak
Head of ESG
Dun & Bradstreet (HK) Limited


Michelle Mak
Dun & Bradstreet (HK) Limited
Head of ESG
Michelle Mak is the Head of ESG and Enterprise Learning of Dun & Bradstreet in Hong Kong. In addition to her dedication to establishing an ecosystem of partners with government agencies, enterprises and start-ups for a greener future, she has led D&B HK to become the first office in D&B’s global network to join as a Signatory of United Nations Global Compact, the world’s largest sustainable development initiative. Since 2020, Michelle has been appointed as a member of the Technology Voucher Program Committee by the Innovation and Technology Commission of the SAR Government.
Michelle co-founded an award-winning social enterprise, Make The Change, in Singapore in 2013 with like-minded partners, providing creative services such as education and mentoring, community development and corporate social responsibility to NGOs and social enterprises. Micelle was selected as the ESG Person of the Year and Top Women to Watch in Greater China, by Campaign Asia in 2021. Same year she has won GBA Outstanding Women Entrepreneur Award.
Currently Michelle is also holding positions of Board Member of Sensational Foundation, a registered charity in Hong Kong; Vice President of Lions Club of Hong Kong IFC, as well as Vice President of Scouts Association (Yau Tsim District Hong Kong).
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Bradley Mellicker
Head, Climate Mobility Innovation Lab for Asia and the Pacific
UN Migration Agency


Bradley Mellicker
UN Migration Agency
Head, Climate Mobility Innovation Lab for Asia and the Pacific
Bradley Mellicker is the Head of IOM’s Climate Mobility Innovation Lab in Asia and the Pacific. Prior to this position, Brad was Senior Regional Emergency and Post Crisis Specialist in Asia and the Pacific, focusing on a series of issues linked to disaster risk reduction, emergency preparedness, humanitarian response, and recovery. Prior to that, he worked with IOM Iraq, overseeing large scale work related to internal displacement, stabilization, recovery and durable solutions. Earlier, Brad worked in the private sector supporting renewable energy projects in developing markets; held several other positions with IOM, including in Guinea, Cameroon, the Philippines, Haiti and Timor-Leste; and with the Office of the Prosecutor at the UN International Criminal Tribunal for the former Yugoslavia in The Hague. Brad holds BAs in History and Political Science, a Juris Doctor (law) and an MA in International Human Rights. He is admitted to practice law in Colorado, USA.
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Charles Ng
CLP Holdings Professor of Sustainability

Charles Ng
CLP Holdings Professor of Sustainability
Professor Charles W. W. Ng is the Vice-President of the Hong Kong University of Science and Technology (HKUST) in Guangzhou campus. He is also the Dean of HKUST Fok Ying Tung Graduate School, CLP Holdings Professor of Sustainability and a Chair Professor in the Department of Civil and Environmental Engineering at HKUST.
Professor Ng was elected as a Changjiang Scholar (Chair Professorship in Geotechnical Engineering), a Fellow of the Hong Kong Academy of Engineering, the Royal Academy of Engineering, UK, and Overseas Fellow of Churchill College, the University of Cambridge. Professor Ng is the immediate Past President of the International Society for Soil Mechanics and Geotechnical Engineering (2017 – 2022). Currently, he is an editor-in-chief of the prestigious Canadian Geotechnical Journal.
Professor Ng has published some 400 SCI journal articles and 250 conference papers (with a H-index of 96). He is the main author of four reference books: (i) A Short Course in Soil-structure Engineering of Deep Foundations, Excavations and Tunnels by Thomas Telford in 2004, (ii) Advanced Unsaturated Soil Mechanics and Engineering, (iii) Plant-Soil slope Interaction and (iv) Advanced Unsaturated Soil Mechanics: theory and applications (2nd edition) by CRC: Taylor & Francis in 2007, 2019 and 2024, respectively. According to the Stanford University published the top 2% Scientists Worldwide in September 2024, he is the youngest ranked within top five professors, in the category of career-long impact in the sub-fields: Geological & Geomatics Engineering; Civil Engineering.
He has received many awards including the 2025 Telford Gold Medal by the Institution of Civil Engineers (The highest honour awarded by the Institution. He is the first awardee from greater China since its establishment by the Institution in 1838), 2025 Donald Stanley Award by the Canadian Society for Civil Engineering for the best paper in Environmental Engineering, 2022 Varnes Medal by the International Consortium on Landslides, 2022 Fredlund Award from the Canadian Geotechnical Society, and the R. M. Quigley Awards from the Canadian Geotechnical Society four times for his four best papers published in 2007, 2012, 2016 & 2023. Moreover, he won the Teaching Excellent Appreciation Award for the academic year 2018-19 at HKUST.
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Diana Parusheva
Managing Director
ASIFMA


Diana Parusheva
ASIFMA
Managing Director
Diana Parusheva-Lowery
Managing Director – Public Policy and Sustainable Finance, Asia Securities Industry & Financial Markets Association (ASIFMA)
Based in Hong Kong, Diana is responsible for the strategy and direction of various initiatives under this cross-markets division. Diana has over 20 years’ of experience across various countries, industries and sectors. Started as a lawyer working for private banks and for the financial sector regulator and then transitioned to specialize in European and Chinese decarbonisation policies and sustainable finance. During her career she has worked for the Central Bank of Bulgaria, various UK Government Departments and Agencies, the European Commission and European Member States, International Development Banks, Law Firms, multinationals, investors and asset managers assisting with the design, implementation, compliance and assessment of policies and regulations.
Diana was involved in design and further development of flagship European policies like the EU Emission Trading Scheme, setting up and implementing the EU renewable energy targets and the design and evaluation of financial mechanisms supporting key European Initiatives. During her 5 years in China she worked with regulators and policymakers from different sectors supporting international economic relations and multinationals’ business cases. Experienced public speaker and contributing to open or subscription-based policy and macroeconomic forecasting platforms.
She holds Master of Law (LLM) from Sofia University St. Kliment Ohridski, Master of International Law from University College of London (UCL) UK and Master of International Economic Relations from Sofia University of National and World Economy.
Diana is a native Bulgarian and holds Bulgarian and British citizenship. She has lived and worked in Europe, the Middle East and Asia.
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Sébastien Pivet
Chief Sustainability Officer and QA Director
AS Watson Group


Sébastien Pivet
AS Watson Group
Chief Sustainability Officer and QA Director
With over 25 years’ experience in Retail, Sébastien is responsible for developing and implementing Sustainability and non-food Quality Assurance strategies for AS Watson Group.
彭永仁在零售業上具逾二十五年經驗,現負責制定並落實屈臣氏集團的可持續發展和非食品品質保證策略。
Besides the development of the Group’s Sustainability strategy, Sébastien and his team oversee ESG reporting to ASW’s shareholders, CK Hutchison and Temasek. Additionally, Sébastien initiated the launch of several responsible sourcing and environmental initiatives within the Group and with external brands manufacturers, and currently oversees on-going partnership programs with organisations such as amfori, the Roundtable for Sustainable Palm Oil, The New Plastic Economy, the Forest Stewardship Council , and The Mekong Club. The latest achievement was the validation of the Science-Based Target initiative for AS Watson Group’s latest greenhouse gas emissions reduction targets (scopes 1, 2 and 3).
除了制定集團的可持續發展策略外,彭永仁和他的團隊還負責向集團的股東、長江和記實業和淡馬錫報告集團的環境、社會及管治的績效。此外,彭永仁成功推動集團內及外部製造商採納多項負責任採購及環保措施,以及監督目前與全球貿易協會、可持續棕櫚油圓桌倡議組織、新塑膠經濟、森林管理委員會和湄公俱樂部的合作計劃。他更成功為集團的溫室氣體減排目標(範疇 1、2 和 3)獲得科學基礎目標倡議組織 (SBTi) 認可。
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Agnes Tai
Board Director

Agnes Tai
Board Director
Agnes K Y Tai, PhD, CCB.D, SCR®, Responsible AI, ESG Investing, FRM, CAIA, MBA, FHKIoD
Agnes is Director of Great Glory Investment Corporation and Senior Advisor of iPartners Holdings Ltd.
She is a Council member of World Economic Forum Global Future Council on Climate and Nature Governance, Trustee of Chapter Zero Alliance (host of Climate Governance Initiative and Chapter Zero UK), Supervisory Board member of Global Reporting Initiative (GRI), Steering Committee member of Climate Governance Initiative Hong Kong Chapter, Expert Review Panel member for the MTR Corporation sustainability reports, Council member, Publishing Board of Magazine member and Deputy Chair of the training committee of the Hong Kong Institute of Directors, faculty of Competent Boards, board member of Hope of the City, and advisory council/committee member of GARP (HK), Delhi Management Association and BlueOnion. Her board training in English, Putonghua and Cantonese spans all 5 continents. She is Adjunct Professor of HKU in Sustainability Leadership and Governance and lecturer of CUHK in Sustainable Finance and Sustainability Strategy courses, judge for HKMA FinTech competition, Climate Governance Awards and Benchmark Awards, a frequent speaker and author.
In her 45 years of serving the financial community in China, Hong Kong SAR, the USA and Australia, she has established and managed asset management/investment companies, consultancy practices, and new business units within major financial institutions, including co-Founding Peregrine Asset Management (Hong Kong) in the early 1990’s. She held senior roles at Bank of America, Citicorp, Westpac Banking Corporation, Mingly Corporation, Shanghai AJ Trust and Investment Company, Cupola Capital Limited, Booz & Company, Yaozhi Asset Management International, Arta TechFin Corporation, BlueOnion, Bai Xian Asia Institute, Habitat for Humanity, Centreon Technology, and Great Glory Strategies. She was a board or advisory committee member of various international non-profits organizations.
She holds a Climate & Nature Designation certificate from Competent Boards, a Sustainability and Climate Risk certificate and a Financial Risk Manager certificate from Global Association of Risk Professionals, a Board Oversight of Responsible AI certificate from Boards Impact Forum, an ESG Investing certificate from CFA UK, a CAIA certificate from Chartered Alternative Investment Association, and a Palladium Kaplan-Norton Balanced Scorecard certificate. She was a Responsible Officer in regulated activities 4 and 9 licensed by the Hong Kong Securities and Futures Commission.
Agnes has a PhD from the Hong Kong University of Science and Technology with dissertation titled “Do carbon risks matter for Hong Kong equity prices?”, an MBA from the University of Chicago – Booth School of Business, a BSc (Honors) from Roosevelt University in USA and is a graduate of the Stanford University Senior Executive Leadership Program and the 2011 Stanford Directors’ College. She has authored a book on investing in H-shares, a Harvard Business case, a chapter in CFA Society Hong Kong’s 30th anniversary book “Rise from Crises”, and a positive psychology book ‘Tall Miracles’.
My Sustainability Goals for 2025
What I hope to see in 2025
1. HKSARG publically commit concrete climate action beyond 2030, aligned with China State Council ‘Opinions’ published 11 Aug 2024
2. HKSAR Climate Commissioner be more seen and heard, especially in sharing about our city’s (public and private) commitments, achievements and action plans in sustainability
3. I’d continue to help raise HK/China’s profile and voice in Just Transition and Sustainable Finance & Investing
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Debra Tan
Director & Head
CWR


Debra Tan
CWR
Director & Head
Tan heads CWR, a non-profit that aims to “mainstream” water & climate risks into financial decision-making & corporate strategies. She built CWR from an idea into a ‘go-to’ resource in the global climate water risk conversation. Today, CWR’s decade+ of work on assessing & valuing risk exposure to rising water scarcity & coastal threats is highlighted in TCFD’s Knowledge Hub, technical guides for disclosure (IFRS/CDSB, SBTN, CDP) and various textbooks on water risk modeling. Her research & reports unpacking water risks with financial institutions & government-related organisations in China are considered groundbreaking and instrumental in understanding not just China’s but future global water challenges. CWR was part of China’s Environmental Risk Analysis Task Force as well as a founding member of Hong Kong’s Green Finance Association. Tan’s work is widely cited from the IPCC and IGOs to the financial sector and mainstream media. As a recognized authority in the water & climate space, Tan is published by SpringerNature, Palgrave MacMillan, G20 & UN editions, China policy journals and was a contributing author to the latest IPCC report “Climate Change 2022: Impacts, Adaptation and Vulnerability”. She also sat on various advisory committees for MNCs & IGOs including CDP, CDSB (now IFRS) as well as judging panels for ACI and UNPRI awards. Before water, Tan spent over a decade in finance. She spends her spare time exploring Himalayan glaciers.
My Sustainability Goals for 2025:
Realistic recognition of accelerating climate risks
HK as the regional leader in coastal adaptation
HK as the regional thought leader in financing resilience
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Fiona Watson
Vice President, Corporate Performance & Accountability (CP&A)
WBCSD


Fiona Watson
WBCSD
Vice President, Corporate Performance & Accountability (CP&A)
Mrs. Fiona Watson is Vice President (VP) and a member of the Leadership Team (LT) at the World Business Council for Sustainable Development (WBCSD), based in Amsterdam, the Netherlands. Fiona joined WBCSD in May 2023.
In her role as VP, Fiona leads WBCSD’s work on Corporate Performance & Accountability, working with members and partners to streamline and accelerate the integration of sustainability-related impacts, risks and opportunities into financial decision making to drive capital allocation for transformation at scale. This work includes WBCSD member programs on corporate transparency, transformation and aligning finance and value as well as convening CFO, GC and other executive forums. She also convenes the Senior Advisory Board of WBCSD’s Preparer Forum for Sustainability Disclosures with key standard setters and global reporting experts.
Fiona has more than 25 years of international experience working on transformative finance agendas. As a dual qualified US/UK lawyer, she was Head of Legal for Treasury, Disclosure and ESG at RBS Group (now NatWest) in the aftermath of the financial crisis from 2011 to 2020. At RBS she was appointed as a member of various executive committees including the Executive Disclosure Committee with legal responsibility for the Group’s global market disclosures (including risk factors) and prudential balance sheet funding activity. She was also a protagonist in the Bank’s initial response to prudential regulation of climate risk and associated disclosures. This was followed by legal and sustainability leadership roles at Amazon based in Luxembourg from 2020-2023 where she led on EU Green Deal and global ESG reporting initiatives.
Having started her career in advisory at PWC in New York in 1999, she was an Associate at Davis Polk & Wardell LLP in New York and London from 2007 to 2011. Fiona holds a LLM in International Trade and Business Law (cum laude) from Fordham University and LLB (Hons) in Law with German Law from University College London. Prior to UCL, she spent a year in Indonesia teaching in an Islamic University.
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Diane Wong
Under Secretary for Environment and Ecology
Hong Kong Special Administrative Region

Diane Wong
Hong Kong Special Administrative Region
Under Secretary for Environment and Ecology
Miss Wong joined the Administrative Service in 1985. Throughout the service with the Government, Miss Wong had taken up a wide range of duties at different Bureaux and Departments, including the former City and New Territories Administration, the former Education and Manpower Branch, the Tsuen Wan District Office, the former Transport Branch, the former Housing Branch, the Wong Tai Sin District Office, the former Health and Welfare Branch (subsequently reorganised to become the former Health, Welfare and Food Bureau), the former Housing, Planning and Lands Bureau (subsequently reorganised to become the Development Bureau), and the former Food and Health Bureau. She was appointed as a Deputy Director of Food and Environmental Hygiene Department in 2018 and subsequently as the Under Secretary for Environment and Ecology in August 2022.
Miss Wong possesses a broad spectrum of experience in various areas of public administration, including food and environmental hygiene, land development, home affairs and social welfare. During her tenure as the Under Secretary for the Environment, she helped support the formulation of policies on air quality, waste management, climate actions and conservation.
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Ronald Young
Head of Sustainable Banking Development
Hong Kong Monetary Authority


Ronald Young
Hong Kong Monetary Authority
Head of Sustainable Banking Development
Ronald is Head of Sustainable Banking Development at the Hong Kong Monetary Authority. He is responsible for the formulation and implementation of policy to promote sustainable banking activities and facilitate the banking sector’s management of climate related financial risks.
Prior to his current role, Ronald was Head of Sustainable Finance for Asia at a major international bank based in Hong Kong, leading the bank’s sustainable banking activities in the region. During his time as a financier, he was an active contributor to the sustainable finance community, playing leadership roles in industry associations, championing improvements in market standards, and spearheading campaigns for capacity building.
Ronald has over 20 years of experience in international banking, finance and investment based in New York, London, Hong Kong and Singapore, focusing on sustainable finance and transactions in the energy, infrastructure and natural resources sectors.
He received a BS in Economics majoring in Finance from the Wharton School at the University of Pennsylvania, as well as a BSE in Civil Engineering from the same university. He is a CFA charter holder.
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