Sustainable Finance Initiative
Katy is Managing Partner at HK-based Sustainable Finance Initiative (SFi) platform, advising and supporting family offices and financial professionals on their sustainable and impact journeys. In 2022, SFI launched the education platform New Impact Society to address the knowledge and talent gaps in the sustainable finance sector.
Katy has served as Director of Investment at RS Group, a HK-based impact investor since 2010. She led the family office’s transition from a traditional investment portfolio to one that is 100% sustainably invested. In this role, she was actively involved in designing impact and climate change strategies and implementation across asset classes (utilizing both investment and philanthropic capital). Katy remains as consultant to RS Group.
Katy is formerly an investment banker at J.P. Morgan Securities (Asia Pacific) Limited and a member of the Global Shapers Community, an initiative of the World Economic Forum. She graduated from Duke University in North Carolina with a BA in Economics and a minor on Comparative Area Studies.
My Sustainability Goals for 2022: