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Ken Lai, CFA

Ken Lai, CFA

Senior Tutor

Followers of Ken Lai, CFA579 followers
location of Ken Lai, CFAHong Kong SAR

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  • Timeline

  • About me

    CFA | Equity Research | Corporate Finance | CFA in ESG Investing | JLPT N2

  • Education

    • The University of Hong Kong

      -
      Bachelor of Science - BS, Dean's Honor List

      Awards: • Dean's Honor List • Wong Shek-Yung Wong Lam May Yuk Memorial ScholarshipActivities and societies: • HKU Rowing Team Member • Invited by Japanese universities to join training sessions with local athletes • Invited to join “The 2nd Xian International Famous Universities Rowing Regatta” to compete with the top university including Oxford and Yale, etc.University academic experience: • Recruited by Science Faculty to act as Course Tutor

    • The University of Edinburgh

      -
      Bachelor of Science - BS Medicinal and Pharmaceutical Chemistry

    • The University of British Columbia

      -
      Summer Exchange Program Science

  • Experience

    • Barty Education and Development

      Jul 2019 - Jun 2021
      Senior Tutor

      • Taught IGCSE, IB, A-Level, SAT and ACT Mathematics, Physics and Chemistry

    • Lead Asset Management(HK)

      Jan 2021 - Jul 2021
      Hedge Fund Analyst

      • Constructed and maintained company-specific financial models of the team’s coverage of stocks [ e.g. BioNTech SE (BNTX.US), Moderna (MRNA.US), BYD Co. (1211.HK)] • Researched on vaccine technologies and modified model inputs of financial models in accordance with the published data • Produced equity research reports with investment recommendations based on industry macro trends and company financials; Assisted the fund manager’s sector-specific investment decisions based on research on EV battery compositions, path to profitability and feasibility• Assimilated information from investor calls, financial statements, and industry raw data from external vendors Show less

    • Anglo Chinese Corporate Finance, Limited

      Jul 2021 - May 2023
      Executive

    • Hong Kong Exchanges and Clearing Limited (HKEX)

      May 2023 - now
      Associate, IPO vetting

  • Licenses & Certifications

    • Python certification

      Coursera
      May 2021
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2024

    • Type1, 4

      Securities and Futures Commission
      Oct 2021

    • EAQE Real Estate Broker & Agent License

      Estate Agents Authority
      Nov 2021

    • Certificate in ESG Investing

      CFA Institute
      Apr 2022

    • Bloomberg Market Concepts (BMC)

      Bloomberg LP
      Nov 2021
      View certificate certificate

    • Excel/VBA Problem Solving Certifiate

      Coursera
      Jun 2021
      View certificate certificate

  • Volunteer Experience

    • Financial Secretary, Rowing Club, HKUSU

      Issued by The University of Hong Kong on Jan 2018
      The University of Hong KongAssociated with Ken Lai, CFA

    • Financial Secretary, Physics Society, HKUSU

      Issued by The University of Hong Kong on Jan 2016
      The University of Hong KongAssociated with Ken Lai, CFA