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Mentor Group B

B1 - Philip Chan (2003)

IFRS technical accountant in insurance company

Professional Background

CPA/CFA

Skills

IFRS technical knowledge, PowerPoint presentation, insurance product knowledge

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Hobbies

Photography and old Hong Kong collectibles

B2 - Bosco Lau (2001)

Executive Director, Market Head, UBS

Professional Background

CUHK, Bachelor of Engineering
CPWP, Certified Private Wealth Professional
FRM, Financial Risk Manager
CFP, Certified Financial Planner

Skills

Private Banking, Investment, Wealth Management, Sales & Marketing, Goals Achievement

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Hobbies

Arts and water sports

B2 - Nelson Wong (2001)

Finance Manager at HK Disneyland (Hospitality)

Professional Background

BBA at University of Michigan
Ann Arbor MBA at HKUST Chartered Financial Analyst

Skills

Financial Analysis, Effective Communication, Managerial responsibilities

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Hobbies

Football, learning latest technology trends

B4 - Carson Wong (2012)

Investment Professional

Professional Background

Chartered Accountant; BSc Investment and Financial Risk Management

Skills

Analysis, coordination and presentation skills

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Hobbies

Coffee and Photography

B5 - David Cheng (1998)

Partner of Winston & Strawn

Professional Background

LLB (London U)
PCLL (HKU)

Skills

Legal, Negotiation and Logical reasoning

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Hobbies

Travel and sports

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