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Investor Education Lectures for the Public

Corporate
19 Aug 2003

The Li Ka Shing Institute of Professional and Continuing Education (LiPACE) of The Open University of Hong Kong (OUHK), the Securities and Futures Commission (SFC) and Hong Kong Exchanges and Clearing Limited (HKEx) have partnered to launch a series of investor education lectures for the public free of charge.

This is the first time ever that the OUHK, the SFC and HKEx have joined hands to offer investor education lectures. The series is sponsored by the Wu Jieh Yee Charitable Foundation and supported by The Hong Kong Investment Funds Association (HKIFA), The Hong Kong Capital Market Association (HKCMA) and the Mandatory Provident Fund Schemes Authority (MPFA).

Entitled Tai Ning Lectures- Investor Education Series, the initiative aims to help the public cultivate a healthy attitude towards investing and learn more about investment analysis, risk management and different investment products.

Prominent speakers and market practitioners will speak on various topics in five lectures:

  1. Investment Analysis and Risk Management

    1. Analysing the Market and Individual Stocks

      By Mr Ben Kwong, Director, KGI Asia Limited
    2. How to Become a Smart Investor

      By Mrs Ivy Lai, Associate Director, Investor Education & Communications, SFC

      Date: 30 August 2003 (Saturday)

      Time: 2:30pm- 4:30pm

  2. Dealing in Stocks, Futures and Warrants

    1. How to Use Warrants to Mitigate Risks and Enhance Returns

      By Ms Cheril Lee, Director, Equity Derivatives and Structured Products of SG Securities (HK) Limited
    2. Utilising HSI Futures to Manage Stock Investment Risks

      By Mr Kevin Cheng, Vice President, Education & Training, HKEx

      Date: 2 September 2003 (Tuesday)

      Time: 7:00pm- 9:00pm

  3. How to Invest Wisely

    By Mr Cho Chi Ming, Columnist, Hong Kong Economic Journal

    Prof Y.H. Lui, Director, LiPACE

    Date: 6 September 2003 (Saturday)

    Time: 2:30pm- 4:30pm

  4. Understanding Alternative Investment Instruments

    1. Listed Equity Linked Instruments

      By Ms Venus Wong, Associate Director, KBC Financial Products Hong Kong Limited
    2. Bond Investing

      By Ms Helen Wong, Chairlady, HKCMA

      Date: 15 September 2003 (Monday)

      Time: 7:00pm- 9:00pm

  5. Getting Started in Funds

    By Mrs Viola Tam, Member of Unit Trust Subcommittee, HKIFA

    Mrs Ivy Lai, Associate Director, Investor Education & Communications, SFC

    Mr Hessler Lee, Senior Manager, External Affairs, MPFA

    Date: 20 September 2003 (Saturday)

    Time: 2:30pm- 4:30pm

All lectures will be conducted in Cantonese. The venue is LiPACE at 4/F, Shun Tak Centre, 168 Connaught Road Central, Sheung Wan, Hong Kong.

The lectures are now open for free enrolment on a first-come-first-serve basis. Members of the public can contact LiPACE at 3120 9988 to enquire about the enrolment details.

Updated 19 Aug 2003