Date: 19th November 2021 (Friday)
Time: 14:00 - 18:30 (HKT)
Venue: HKCEC, Convention Hall
20,000+ attendees since 2002
3.5 CPD points
About The 19th Annual Conference
In a post pandemic world driven by digital technologies, it is essential for companies of all sizes to
leverage these technologies for boosting their growth. There is increasing evidence in recent years that
shows companies which integrate sustainability, transparency and good governance into their businesses can
demonstrate long-term success. Join us at the 19th Tricor Annual Conference to hear from industry elites and
thought leaders alongside Tricor’s inhouse experts on how companies can reposition their strategies and
leverage digital services to drive sustainability and corporate governance.
The conference will be held in person in Hong Kong with simultaneous live stream for audiences across Asia,
including Mainland China, Malaysia and Singapore.
Who you will meet
**All speaker names are listed in alphabetical order of last name
Chairman, Hong Kong Investor Relations Association
Dr. Chan is the Head of Investor Relations of C C Land Holdings Limited (stock
code: 1224). She has more than 25 years of experience and was the CFOs and company secretaries of
various listed companies in Hong Kong. She is mainly responsible for formulating the IR strategies for
the company and conducting meetings with investors and fund managers all over the world. She also leads
a number of corporate finance exercises and corporate restructuring activities.
Dr. Chan is an Independent Non-Executive Director of Capital Environment Holdings Limited (stock code:
3989) and is appointed as an Adjunct Professor in the School of Accounting and Finance of the Hong Kong
Dr. Chan graduated from the City University of Hong Kong with a Bachelor of Arts in Accounting. She then
earned her MBA degree from the University of Nottingham. She also obtained a DBA degree from the
Polytechnic University of Hong Kong. She is a fellow member of the Hong Kong Investor Relations
Association, a fellow member of the Hong Kong Institute of Chartered Secretaries, a fellow member of
Hong Kong Institute of Certified Public Accountants and a fellow member of the Association of Chartered
Executive Director and Group CEO, Chinachem Group, HK
Donald Choi is an architect and currently the Chief Executive Officer of Chinachem
Group. He has over 30 years of experience working to improve the built environment and worked as a
professional architect globally. Previously MD of the Nan Fung Group, and a Director of Foster and
Partners, Donald has provided professional services for Hong Kong Government, Airport Authority, Mass
Transit Railway Corporation, Urban Renewal Authority, Public Works Canada, British Columbia Buildings
Corporation. Alongside his professional career, he has held multiple leadership roles in NGO and
professional bodies that focus on community, design and innovation. He is now the President of the Hong
Kong Institute of Architects and Hong Kong Institute of Urban Design.
Prof Witman Hung
Principal Liaison Officer for HK, Authority of Qianhai Shenzhen-Hongkong Modern
Service Industry Cooperation Zone of Shenzhen
Professor Hung is currently the Hong Kong Deputy to 13th National People's Congress
(NPC) and Principal Liaison Officer for Hong Kong, Shenzhen Qianhai Authority. A seasoned ICT
professional and angel investor, he has worked in the industry for more than 30 years. He is the
Executive Chairman of Chinese Big Data Society and Chairman of Hong Kong Road Safety Association.
Professor Hung was appointed as one of the Global Council Members of the World Summit Awards, an
initiative within the framework of UN WSIS. He is also an Independent Non-executive Director of three
companies listed in the main board of the Hong Kong Stock Exchange. Professor Hung is a Chartered
Information Technology Professional and a fellow of the British Computer Society, the Hong Kong Computer
Society and the Hong Kong Institute of Directors.
Partner, King & Wood Mallesons
Jingjing Jiang is a Partner in the Corporate and Securities Group of King & Wood
Mallesons in Hong Kong and head of Hong Kong Funds Team. He is also the founding president of the Hong
Kong LPF Association.
Jingjing’s practice includes formation of all types of private funds including private equity, buyout,
venture capital, real estate, infrastructure, fund of funds, credit, debt and mezzanine, secondary and
hedge funds. He is also experienced in advising fund managers on separately managed accounts,
co-investment and carried interest structuring and is familiar with fund structures in all major
jurisdictions, including Cayman Islands, Mauritius, Singapore, the Channel Islands, the United Kingdom,
Luxembourg and Delaware. He also acted on both buyer and seller sides on large secondary
Jingjing has practiced in Shanghai, London and Hong Kong, and he has advised a large number of
multinational companies including leading fund managers, financial institutions, other institutional
investors and state-owned enterprises on structuring international funds, co-investment and carried
interest and other asset management and fund products. He also represents a considerable number of
international and Chinese institutional investors and sovereign wealth funds on their investments in
international private funds.
Jingjing has been following closely on the legislation of the Hong Kong Limited Partnership Fund Ordinance
and assisted FSTB in the legislation process. He helped set up the first nine out of ten limited
partnership funds in Hong Kong. Jointly with HKMA, FSDC, InvestHK, HKEX, and various industry
associations, Jingjing has spoken on over twenty conferences and webinars on Hong Kong LPF and family
office topics and has been involved in the setup of nearly 100 LPFs so far. He co-authored a number of
articles and newsletters introducing LPF and related topics promoting LPF and the asset management
industry in Hong Kong.
Jingjing was named in Asian Legal Business’ (ALB) 2017 “40 under 40” list of most outstanding legal
professionals in Asia representing the brightest young legal minds in Asia. He was named in China Business
Law Journal’s “Rising Star 2020” list, which profiles 30 most accomplished next generation lawyers in
Jingjing is qualified to practise in Hong Kong and holds a PRC lawyer qualification certificate.
Chi Man Kwan
CEO of Raffles Family Office & Chairman of Family Office Association Hong Kong
Chi Man Kwan is Group Chief Executive Officer of Raffles Family Office (RFO), a pan-Asian
financial advisory firm focused on addressing the wealth growth and preservation needs of
ultra-high net worth individuals.
Kwan's responsibilities centre on overseeing RFCs primary business lines — Independent Asset
Management and Wealth Solutions — as well as steering the company's expansion to new
markets and service offerings. Under his leadership, RFO has fast become one Of Asia's largest
mufti-family offices, with a local presence in five cities across the and a headcount Of
A wealth advisor by training, Kwan 15 years in the private banking sector with BNP
Paribas and Standard Chartered before starting a single-family Office that he later turned into
what is now RFQ
In addition to his cogx)rate role, Kwan is the chairman of Family Office Association Hong Kong,
a consultative established to lead and drive dialogue between the family office industry,
governments, and regulatory bodies.
Kwan holds a Bachelor's Degree in Economics and Business Management from Lancaster
University and is currently pursuing an Executive MBA through a programme run by INSEAD
and Tsinghua University.
Market Outreach Division, Hong Kong Monetary Authority
Anson focuses on financial market outreach and promotion, covering the asset and wealth management sector,
including traditional and alternative asset managers, family offices and institutional investors. Prior to
taking up his current role, Anson spearheaded development of Hong Kong’s private equity and venture
capital fund market, including the mapping out of Hong Kong’s Limited Partnership Fund regime, broadening
of tax exemption to cover onshore funds, etc. Anson also worked at HKMA’s Direct Investment team and Risk
& Compliance Department, where he was responsible for Exchange Fund’s PE and real estate investments and
investment operational and business risk compliance matters respectively. Before joining the HKMA, Anson
was a member of the HKSARG Administrative Officer grade and served at various policy bureaux including
Financial Services and the Treasury Bureau, where he closed the railway merger deal and advised on various
public infrastructure financing projects; and Chief Secretary for Administration’s Private Office, etc.,
where he acquired extensive experience in policy formulation.
Deputy Company Secretary of CLP Holdings
Michael Ling is the deputy company secretary for CLP Holdings Limited and oversees the day to day functions
of CLP Group Corporate Secretarial and works closely with the Board of Directors of CLP Holdings and the
Prior to taking up this position in 2016, he was the legal counsel on the international team of CLP Group
Legal Affairs for over four years. Before joining CLP, he was in the group legal function of AIA Group Ltd
and was involved in the restructuring of the AIA group of companies. He also has extensive experience in
corporate transactions and advisory work including public and private M&A and capital markets work in Hong
Kong, London and Beijing.
He holds a Bachelor of Laws and Bachelor of Commerce from the Australian National University and has
completed the IMD’s Applied Leadership Program and the FT Non-Executive Director Programme. He is a Fellow
of Salzburg Global Seminar. He is also a Fellow member of both The Chartered Governance Institute and The
Hong Kong Chartered Governance Institute (HKCGI) (formerly known as The Hong Kong Institute of Chartered
Secretaries), and awarded with the dual designations of Chartered Secretary and Chartered Governance
Professional; he is currently a member of Technical Consultation Panel and Mainland China Focus Group of
HKCGI. He also sits on the Board of AFS Hong Kong.
CEO, Hong Kong Chartered Governance Institute
Ms Ellie Pang is the Chief Executive of The Hong Kong Chartered Governance Institute.
Before pursuing a career as a regulator, Ms Pang was a solicitor in two of the world’s largest international
Until May 2019, Ms Pang has been a senior regulator at Hong Kong Exchanges and Clearing Ltd which is the
frontline regulator for Hong Kong’s listed companies. Her main focus was on policy issues concerning
corporate boards, having lead projects that revamped Hong Kong’s Corporate Governance Code and ESG Reporting
Ms Pang has been a frequent keynote speaker, moderator, and panelist at numerous conferences.
Director and Head of Policy Research, Financial Services Development Council
Dr Tung is the Director, Head of Policy Research for the Financial Services Development Council (FSDC). He
leads the team responsible for conducting policy research and industry surveys for the formulation of
proposals to the Hong Kong Special Administrative Region Government and financial regulators.
Prior to joining the FSDC, Dr Tung was the Director of Capital Markets Policy for CFA Institute, covering
research areas related to capital market structures (e.g. corporate governance, regulatory environment) in
the Asia Pacific region. Before that, he was the Senior Economist for the Hong Kong General Chamber of
Commerce, where he oversaw its macroeconomic research, as well as labour- and international trade- related
policy research functions. He also served as an economist and a research analyst for banks, a trade credit
insurer and a Hong Kong-based think-tank.
Dr Tung holds a doctoral degree in organisational leadership from the Northeastern University in Boston. He
received a Master’s degree and a Bachelor’s degree, both in Economics, from the University of Hong Kong and
the University of Wisconsin – Madison, respectively.
Vice President, Corporate & Governance Counsel for Melco Resorts & Entertainment
Michele Wan, Vice President, Corporate & Governance Counsel for Melco Resorts &
Entertainment Limited. Michele serves as Melco Resorts’ Vice President and Corporate & Governance Counsel
primarily responsible for, among other things, corporate, compliance, board and corporate governance
matters for the group. Prior to joining Melco Resorts, Michele was based in Singapore and headed up the
Southeast Asia legal function for a US Fortune 500 commercial real estate conglomerate with general
oversight of their legal affairs in the region, including Singapore, Malaysia, Philippines, Indonesia,
Thailand and Vietnam.
Michele is a seasoned commercial lawyer with over 20 years of post-qualification experience and admitted
to practise in Hong Kong, England and Wales and the British Virgin Islands.
Head of Greater Bay Area Business Development team of Invest Hong Kong
David Wong is the Head of Greater Bay Area Business Development team of Invest Hong
Kong. He is responsible for, among other things, attracting international companies to set up in the
Guangdong-Hong Kong-Macao Greater Bay Area via Hong Kong through enhancing collaboration with investment
promotion agencies of other cities in the region, organising and participating in business events both
locally and globally and engaging with stakeholders.
David holds the Master of Public Administration degree from the University of Hong Kong and Bachelor of
Business Administration degree from York University, Canada.
Chee Weng Lee
Global Head of Tax, Tricor HK
Chee Weng is Tricor’s Global Head of Tax based in Hong Kong. He has over 30 years’ tax and business
experience with deep knowledge and understanding of the tax considerations throughout the entire life
cycle of companies in Real Estate and Hospitality, Consumer Products and Retail, Technology Financial
Institutions and Family Oﬃces.
He works on cross border issues, tax compliance and reporting, legal entity rationalization, obtaining
advance tax rulings, corporate restructuring and managing tax controversies. He also focuses on the tax
impact on businesses as they embark on their Digital Journey and works with them to transform their
Finance and Tax Functions to ensure their readiness for e-ﬁling with the Tax Authorities.
In the area of Family Oﬃces, he works with Private Clients to conceptualize and implement tax structures
for their preferred jurisdiction.
Chee Weng is a Certified Tax Adviser, TIHK, CPA (Practicing), HKICPA, and a Fellow of the Australian
Society of CPAs. He has a Bachelor of Economics from Monash University, Australia and a Master of
Business Administration from the Australian Graduate School of Management
MD, Tricor Trust
Michael is a widely experienced lawyer who has practised for more than 25 years. A large part of
Michael's legal practice involved corporate and trust structures, assisting clients with asset
protection, estate and family succession and tax planning.
Previously, Michael was the Executive Director of a major trust company, providing advice on the
structuring, establishment and ongoing administration of onshore and offshore trusts, estate and family
succession plans, family ofﬁce governance, Pre-IPO trusts, Employee Beneﬁt Trusts and Employee Share
Option Plans. He has extensive experience with multiple onshore and offshore trust jurisdictions,
including Hong Kong, Singapore, BVI, Cayman, Jersey, Guernsey, Labuan, New Zealand and Samoa, as well as
different types of trust structures.
Michael holds a New Zealand law degree, is a current Executive Committee member, and was formerly
Chairman of the Hong Kong Trustees' Association (“HKTA”). He is Co-chairman of the China Development
Sub-Committee of the HKTA jointly with STEP Hong Kong. He is also a member of the Hong Kong Trade
Development Council Financial Services Advisory Committee and also on the Hong Kong Monetary Authority’s
Process Review Committee.
Regional Managing Director, Tricor Axcelasia
Ranjit has over 33 years’ experience in the fields of risk management, internal audit and forensic
accounting. He was a member of the Board of Directors of Global Institute of Internal Auditors (“IIA”)
for the term 2017 to 2021. He was also a member of the Global IIA Audit Committee, IIA’s International
Internal Audit Standards Board, President of ACIIA and President of the IIA Malaysia.
He has led and completed risk management and internal audit projects at more than 200 companies in 35
countries covering various industries.
Ranjit has led workshops on behalf of the Malaysian Stock Exchange on risk management, internal audit
and investigation for 4 years (2013 to 2016) covering senior management and directors of more than 300
listed companies and spoke at various conferences and Board training programmes. Ranjit has appeared on
TV and Radio shows including Biz talk (Astro Awani) and live on BFM's breakfast grille programmes on the
subjects of internal audit, risk and governance.
Dr. Veerinderjeet Singh
Non-Executive Chairman, Tricor Malaysia
Dr. Veerinderjeet Singh was appointed by Tricor as Non-Executive Chairman of the Malaysian Group in May
2020. In his role, Dr. Veerinderjeet Singh acts as an advisor in areas of complex tax advisory, supports
business development, mentors executives, develops positive relations with governments across Tricor’s
global offices and serves as an ambassador for the Tricor name and brand.
Dr. Veerinder has over 39 years of experience in tax matters and is a noted authority on Malaysian
taxation. He has served as a Tax Partner/Executive Director at Arthur Andersen and Ernst & Young in
Malaysia and has also served in the Malaysian Inland Revenue Department. His experience in the tax
profession involves serving as an Inland Revenue Officer, academician, consultant, author and tax
observer. He was a co-Founder and Chairman of Taxand Malaysia Sdn Bhd (later renamed as Tricor Taxand
Sdn Bhd), a boutique tax advisory firm which is a member of the Taxand Global organisation of
independent tax firms in nearly 50 countries. He is also a Board member of Taxand Global.
He has advised multinationals, quasi-Government agencies, financial institutions and other companies on
various tax matters including incentives, restructuring and listing exercises and has also been involved
in providing input to the Malaysian Ministry of Finance on various tax reforms and
He has been involved in serving on the boards of public entities in Malaysia since 2014. He is currently
an Independent Director on the Boards of AmBank Bhd, UMW Holdings Bhd and Malaysian Rating Corporation
Bhd (MARC). He is also Chairman of the Audit Committee at Ambank, UMW Holdings and MARC.
From September 2018 to February 2020, Dr Veerinder was appointed by the Malaysian Minister of Finance as
a member of the Tax Reform Committee tasked to develop ideas and strategies to reform the Malaysian tax
Notably, he was elected as President of the Malaysian Institute of Certified Public Accountants (MICPA)
in 2019, and in 2020, he was also elected as President of the Malaysian Institute of Accountants , the
national regulatory body for all accountants in Malaysia. He was Past President of the Chartered Tax
institute of Malaysia as well as Past Chairman of the International Fiscal Association – Malaysia
Branch. Internationally, he is on the Board of Trustees of the International Bureau of Fiscal
Documentation (a world-renowned tax research and government consulting organisation) in Amsterdam,
Netherlands, as well as on the Board of the Taxand Global Organisation. He is the Malaysian
representative on the Commission on Taxation of the International Chamber of Commerce based in
On the academic side, he has held the position of Associate Professor in Taxation and Head of the
Division of Accounting at the Faculty of Economics & Administration, University of Malaya where he
served for 8 years. He had also been a visiting Associate Professor at the University of Newcastle in
New South Wales, Australia, and a Visiting Scholar at the International Tax Program at Harvard
University, U.S.A. Currently he is an Adjunct Professor at the School of Business, Monash University in
Dr Veerinder is a qualified accountant. He is also a member of the International Fiscal Association, the
Malaysian Institute of Corporate Governance as well as the Institute of Corporate Directors
He graduated with a first class honours degree in accounting from University of Malaya and obtained his
Doctorate from Universiti Putra Malaysia. He passed the professional accountancy examinations of the
MICPA and was awarded the Gold Medal for the Best Performance in the examination.
As an accomplished author and tax observer, he has published books and numerous articles in local and
international tax, law and accounting journals. Among the books he has authored are “Veerinder on
Taxation”, “Malaysian Taxation: Administrative and Technical Aspects”,“Tax Compliance & Ethical
Decision-Making: A Malaysian Perspective” and “Tax Thoughts on Today’s Taxing Times. He has spoken at
various local and international events on tax policy, tax reforms and corporate governance and also has
a grasp of economic developments.
He has been a business owner for over 15 years and has over 15 years of active involvement in
contributing his services to promoting the interest of the accountancy profession with regulators,
educators, the business community and the public. He has been involved in serving on the boards of
public entities in Malaysia since 2014.
He has a strong commitment and passion for continuous learning and improvement as well as in corporate
Group Chief Digital Officer, Tricor Group
Adam Stuckert joined Tricor Group as Group Chief Digital Officer in November 2020.
In his role, Adam Stuckert is responsible for defining and executing Tricor Group’s digital
transformation strategy to drive commercial growth and establish Tricor’s position as a leader in
digital services and customer centricity.
A leading authority on digital transformation, Adam has delivered digital strategy and technology
programs across a broad range of industries – including retail, travel and transportation, financial
services and logistics – with budgets ranging from 1 million USD to 50 million USD. Adam most recently
served as an Advisory Partner at KPMG, where he led Technology Strategy and Emerging Technology teams in
Hong Kong. He has also worked for Accenture and IBM, serving large multinationals and Asian
conglomerates alike. Recognized in local media, Adam is a frequent keynote speaker on topics related to
technology and digital strategy and has also sponsored programs to develop female technology talent and
nurture local engineering students.
Adam graduated from the University of British Columbia with a Bachelor of Applied Science in Mechanical
Engineering and a Bachelor of Arts in Philosophy.
MD, Head of Share Registry and Issuer Services, Tricor HK
Catharine heads Tricor Share Registry & Issuer Services and is responsible for
execution and operations.
Prior to joining Tricor, Catharine was the Head of Depository and Nominee Services in HKEX, responsible
for overseeing the daily operation and business development of all the depository, IPO and corporate
action processes in HKEX. Highlights include implementation of the China Stock Connect, re-engineering key
processes in the Central Clearing and Settlement System and leading the discussion on the Uncertiﬁcated
Securities Market (USM) operation model.
Catharine has over 20 years of experience and has held various operations, client relations and business
management positions in major international banks. She holds a Bachelor of Commerce from the University of
New South Wales, Australia, a Master’s degree in Applied Finance from Macquarie University in Sydney and
is a Certiﬁed Practicing Accountant (CPA).
Catharine is the Chairman of the Federation of Share Registrars Limited (FSR) and a member of USM Working
Group led by the Joint Working Group, including Securities and Futures Commission, HKEX and FSR.
Opportunities to Hong Kong Companies in the GBA
Witman Hung, Principal Liaison Officer for HK, Authority of Qianhai Shenzhen-Hongkong
Modern Service Industry Cooperation Zone of Shenzhen
Transformation Journey of Sustainability
Choi, Executive Director and Group CEO, Chinachem Group, HK
Latest trend for Family Office
Jingjing Jiang, Partner, King & Wood Mallesons
Man Kwan, CEO of Raffles Family Office & Chairman of Family Office Association Hong Kong
Law, Senior Manager, HKMA Outreach
Tung, Director and Head of Policy Research, Financial Services Development Council
Culture, Diversity and Independent Board – the Evolving Landscape of Corporate
Michael Ling, Deputy Company Secretary of CLP Holdings
Pang, CEO, HKCGI
Michele Wan, Vice President of Legal, Melco Resorts & Entertainment
Digital IR - More on Investor Relationship that Links to Issuer Portal
, CEO, HKIRA
Catharine Wong, MD, Head of Share Registry and Issuer Services, Tricor HK
The Global Shift in the Tax Function: Impact and Consequences
Weng Lee, Global Head of Tax, Tricor HK
Dr Veerinderjeet Singh,
Chairman, Tricor Malaysia
Optimizing Strategic Risk to Managing Disruptions
Ranjit Singh, Regional MD, Tricor Axcelasia
How Digital Enterprises Achieve Sustainable Growth and Efficiency
Adam Stuckert, Group Chief Digital Officer, Tricor Group
Tax and Non-tax Considerations Before Establishing a Trust
Weng Lee, Global Head of Tax, Tricor HK
Michael Shue, MD, Tricor Trust
Participants will receive a Certificate of Attendance after the Conference for claiming CPD hours from their
respective professional bodies.
Upto 3.5 CPD/MCPD points may be granted by relevant professional bodies including HKICPA, ACCA, HKCGI, CSIS and
1. HKIRA (3.5 CPD)
2. Hong Kong Law Society (3.5 CPD)* [* pending event accreditation]
The 18th Tricor Annual Conference
Panels and Keynotes
Simultaneous live stream with SPOT
Follow us on:
Client Alert –
Beware of Bogus
Tricor would like to remind clients to remain vigilant following reports of bogus e-mails. Such e-mails impersonating Tricor claim to update clients on changes to Tricor’s payment instructions. In those bogus email, clients are asked to settle Tricor invoices with, or deposit monies into, third party bank accounts that do not bear Tricor’s name and are not affiliated with Tricor. Tricor will not rescind on our payment instructions or asks clients to deposit monies into non-Tricor accounts. Clients who have received suspicious e-mails are strongly urged to stay vigilant and verify its contents with their Tricor representative.