“Investing on a Budget” Series – Part 1: The Basics


Retail investment is becoming a popular trend among the young generation, but the lack of expertise in this field can have expensive consequences. The question frequently asked among these young professionals is not whether to invest, but rather, how to do it. To shed some light on this hot topic, CanChamHK and its Young Professional Committee, in collaboration with CFA, is launching its ‘Invest on a Budget Series’ to showcase basic asset allocation tips and the common mistakes retail investors make.

As the Director of the Society Advocacy Engagement at the CFA Institute and a lecturer at the Nanyang Technological University, Alan Lok will bring his expertise and extensive experience in the areas of asset valuation and corporate finance to address the issues commonly faced by amateur investors.


Attending this session will give you the fundamental knowledge to start making your money work for you, and it will put you in the right path to achieve financial fitness. Learn better ways to invest your cash flow than a zero interest bank account and make the crucial first step to start investing on a budget!

This is the first of a three-part “Investing on a Budget Series” and is designed for Young Professionals with little or no knowledge of personal investing fundamentals. Building upon the knowledge shared in part one, the series then takes a deeper dive walking the audience through active and passive investing (part two) and picking the right advisors and activating the plan (part three).


Mr. Alan Lok, CFA, FRM, MBA
Director, Society Advocacy Engagement, CFA 

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At CFA Institute, Alan Lok works with member societies to advance awareness and adoption of CFA Institute ethics and standards, as well policy positions on financial market integrity issues.

Mr. Lok has extensive teaching experience in the areas of asset valuation and corporate finance. Concurrently, he serves as an adjunct lecturer at the Nanyang Technological University of Singapore. He received his MBA from the University of Manchester. He was also awarded the FRM (Financial Risk Manager) certification by the Global Association of Risk Professionals.

Information about the event

When:Tuesday August 29, 6.30-8.30 pm
Where:Diamond Room, CUHK MBA Town Centre 1/F, Bank of America Tower, 12 Harcourt Rd,Central Hong Kong SAR, China

Reserve your tickets by AUGUST 4TH (FRIDAY) at noon to get the EARLY BIRD OFFER.

CanChamHK Members: HK$150 (Early Bird) / HK$180 (Regular)
Supporting Partners' Members: HK$150 (Early Bird) / HK$180 (Regular)
Non-Members: HK$220 (Early Bird) / HK$250 (Regular)

Interested in participating:

Sign up through: http://www.cancham.org/event/?eid=372

Contact Swedcham at event@swedcham.com.hk for promotional code for members price.

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