Accounting & Finance Finance and Compliance

The programme aims to equip students with the principles of investor relations (IR) and the application of Environmental, Social and Governance (ESG) best practice within the IR role. It will cover the practices of investor relations, company report analysis, communication strategies in IR, ESG reporting requirements for the listed companies in Hong Kong, and effective ESG disclosures. The programme will also explore the growing importance of ESG in investment decision-making and how to develop a compelling ESG narrative that resonates with investors.
 

Speakers

Dr. Eva Chan, Chairman, Hong Kong Investor Relations Association

Dr. Chan is the Head of Investor Relations of a Hong Kong stock exchange-listed company. She has more than 25 years of experience and was the CFO and company secretary 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 in a number of corporate finance exercises and corporate restructuring activities. Dr. Chan is an Independent Non-Executive Director of a Hong Kong stock exchange-listed company and is appointed as an Adjunct Professor in the School of Accounting and Finance of the Hong Kong Polytechnic University.

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 the Hong Kong Institute of Certified Public Accountants, and a fellow member of the Association of Chartered Certified Accountants.

 

Ms. Esther Chan, Executive Director, Strategic Financial Relations Limited

Esther Chan is an investor relations and public relations veteran with over 25 years of solid experience. Since joining SPRG in 1998, she has played an instrumental role in expanding business for the Group’s financial arm and has spearheaded numerous pioneering campaigns, several of which have gone on to win prestigious regional awards.

Esther’s professionalism is the product of experience gained both locally and abroad, having worked in the United States and served as a journalist at two of the most respected media organisations in Hong Kong, namely, Hong Kong Economic Journal and South China Morning Post. Additionally, Esther honed her analytical skills at a pan-Asian regional securities house before joining SPRG, where she subsequently developed her proficiency in investor relations management. With well-rounded professional capabilities, Esther has been devising holistic financial communications strategies for clients in Greater China and overseas, including fast-growing Chinese corporations, Fortune Global 500 companies and world-renowned brands.

At SPRG, Esther has advised more than 150 listed companies, financial institutions and professional firms on their IR and PR programmes. She has directed over 100 IPO communication campaigns, including mega-IPOs for Chinese corporations and the maiden IPOs of Brazilian, Canadian, Japanese, Mongolian and Russian companies at the Hong Kong Stock Exchange, as well as HDR issuances. She has also trained hundreds of directors of listed companies and financial institutions, covering such topics as financial relations and crisis management.

Esther is frequently invited to speak about investor relations and IPO communications at conferences in Asia and Europe, including those organised by the Hong Kong Stock Exchange.

 

Ms. Christy Lam, Director of Investor Relations, Link REIT

Ms. Christy Lam is the Director of Investor Relations at Link REIT, bringing over 20 years of diverse experience in investor relations, institutional business, banking, and audit. Before her current role, she was the General Manager of Investor and Stakeholder Engagement at New World Development Co. Ltd. and Head of Institutional Business at DBS Vickers Securities in Hong Kong.

Christy holds a Bachelor of Commerce (Finance) from the University of British Columbia. She is also a CFA and ACCA holder and possesses a Certificate in Investor Relations (CIR) and a Certificate in ESG Investing. As an active IR Panel Member at the Hong Kong Investor Relations Association (HKIRA), she contributes to advancing the field.

Her exceptional contributions to investor relations have been recognized as she was named the top-ranked "Best IR Professional" for four consecutive years (2022-2025) in the Institutional Investor All-Asia Executive Team (Rest of Asia) and achieved the first position in the All-Asia Executive Team (Overall) in 2024.

 

Mr. Alvin Wong

Mr. Alvin Wong has over 20 years of experience in property equity research across the Asia-Pacific region, with a focus on the Hong Kong and China markets. He previously held leadership roles at renowned international investment banks including CLSA, Credit Suisse, Barclays, and Nomura. Throughout his career, Alvin was deeply involved in numerous IPOs and financing projects for property developers across Hong Kong, China, Singapore, Malaysia, and India, and recently expanded his research to Vietnam. Mr. Wong has been consistently recognized by leading institutions as one of the top sell-side analysts in the sector.

He holds a Master’s degree in Finance from the University of Strathclyde and a Bachelor’s degree in Statistics with a minor in Computer Science from The Chinese University of Hong Kong.

 

Mr. Hauman Yeung

Mr. Yeung is a prominent figure in Hong Kong's environmental movement, boasting over 30 years of experience in sustainability. From 1993 to 1995, he was funded by the UNEP to lead a reforestation project in Guizhou Province, China. In 1995, he initiated an eco-village project in collaboration with South China Agricultural University.

Between 2004 and 2008, Mr. Yeung worked for LESS Limited, where he developed investment criteria for environmental projects in China, potentially establishing the first fund globally to create its own stringent ESG system. Currently, he leads the ESG team at Ascent Partners Advisory Service Limited, supporting over 500 listed companies in Hong Kong with their ESG reporting.

In 2019, he collaborated with Hong Kong Polytechnic University and the UN to provide training for the Ministry of Finance of Bhutan, assisting them in issuing their first-ever national Green Bond. From 2022 to 2024, he was invited by UN ESCAP as a special consultant to help develop the Asia Pacific Green Deal. Mr. Yeung is widely recognized as a respected authority in sustainable development and environmental protection.

 

Ms. Silvia Fun, Head of Group Investor Relations and Corporate Communications, CTF Services Limited

Ms. Silvia Fun currently serves as the Head of Group Investor Relations and Corporate Communications at CTF Services Limited. She joined the company in early 2024. She employs a proactive investor outreach strategy to enhance the investment community's awareness of CTFS. Her goal is to improve investor engagement and support corporate finance activities through a wide variety of organized events and meetings.

Silvia brings extensive experience in equity research, investor relations, credit agencies, and auditing. From 2021 to 2023, she led the Investor Relations team at Link REIT, the largest and most liquid REIT in Asia. Prior to this, she was a Director at Fitch Ratings, where she was responsible for credit rating analysis of Greater China property issuers. Her career also includes roles in equity research at Morgan Stanley and CCB International Securities, covering the financial sector in the Asia Pacific region. Additionally, she has experience with Credit Suisse Private Banking, Bloomberg L.P., and PricewaterhouseCoopers.

Silvia holds a Master of Science in Financial Analysis from the Hong Kong University of Science and Technology and a Bachelor of Arts from the University of Hong Kong. She is a Chartered Financial Analyst and a Certified Public Accountant. Since 2021, she has been a member of the Hong Kong Investor Relations Association IR Panel.

In recognition of her transparent and effective communication with investors, Silvia was honored with the top spot in the 'Best IR Professional' category of Asia (Ex-Japan) Executive Team Survey conducted by Extel (formerly known as Institutional Investor) in 2022, 2023 and 2025.

 

Ms. Joann Law, Head of Investor Relations, Blue Moon Group Holdings Limited

Ms. Joann Law was appointed as the Head of Investor Relations of Blue Moon Group Holdings Limited in May 2020. Ms. Law has over 13 years of experience in investment banking and has extensive experience in corporate finance. Prior to joining the Group in 2020, Ms. Law worked as the Investor Relations Director in the largest private education company in China listed on the Stock Exchange of Hong Kong Limited. Ms. Law holds an MBA degree from Cardiff University and a Bachelor of Arts Degree from the University of Hong Kong.

 

Mr. Akshay Coppa, Vice President of Products, Euroland IR

Akshay Coppa, Vice President of Products and a valued Partner at Euroland IR, brings over 16 years of dynamic expertise in spearheading product teams, strategic planning, optimizing solution delivery, and forging impactful partnerships. His seasoned insights and strategic counsel have assisted blue-chip corporations across the globe with best-practice IR Strategy and Digital communications.

Akshay's profound industry acumen extends to his active participation in representing Euroland IR at prestigious global conferences. He maintains a keen eye on emerging trends in the SaaS and digital sectors, ensuring Euroland IR remains at the forefront of innovation and excellence.

Akshay holds a Bachelor of Technology in Biotechnology from Anna University and a Master of Science in Finance from the esteemed School of Business in Gothenburg.

 

Ms. Jenny Huang, Co-founder, Euroland IR

Jenny Huang, as a co-founder of Euroland IR. She is a part of the Euroland group executive team and leads the Asia & Pacific region as Managing Director. She graduated with a master's degree in business administration from Gothenburg University. She started a business consulting company in 1990 in Gothenburg and later a company in Beijing providing Ericsson's wireless data infrastructure and applications to the Chinese market. She opened Euroland's presence in China in 2011. Her genuine interests in people and pragmatic problem-solving skills have built trust and long-term engagement in providing Euroland's Best Practice IR solutions in the region

 

On completion of the programme, students should be able to

1. Develop strategies of investor relations (IR) to maximise market capitalisation.
2. Assess the benefits and risks of various communication strategies in IR.
3. Examine ESG compliance and reporting requirements for the listed companies in Hong Kong.
4. Evaluate how to apply ESG best practice in the IR role.

 

Syllabus

1. Principles of Investor Relations

• Roles and objectives of investor relations
• Concepts of investor community and their perspectives in valuation
• Analysis of company report and due diligence
• Financial analysis techniques
• Stock valuation analysis
• Frameworks of investor relations programmes, tools and techniques

 

2. Effective Engagement and Communication Strategies in Investor Relations

• Investor relations and stock performance
• Annual report, announcements and press release
• Disclosure and communication techniques
• Current trends and developments of investor relations

 

3. Best Practices of Investor Relations

• Disclosure obligations under the Hong Kong Listing Rules
• Current development of securities regulations and its implications on investor relations 
• The importance of social responsibility strategy in investor relations
• Best practices case studies

 

4. Environmental, Social and Governance (ESG) Compliance and Framework

• Hong Kong Exchange and Clearing Limited (HKEx) mandatory disclosure requirements in the ESG reporting related Listing Rules
• Principles of good corporate governance, code provisions, and recommended best practices
• Directors’ responsibilities, delegation, and board proceedings
• Shareholders engagement

 

5. ESG Reporting Principles and Mandatory Disclosure Requirements

• Reporting principles – (1) Materiality; (2) Quantitative; (3) Balance & (4) Consistency
• Subject areas, aspects, general disclosures & key performance indicators (KPIs)
• Internal & external materiality assessment
• Disclosure of ESG targets
• Report of the “comply or explain” provisions
• Writing ESG Reports and ESG reporting flowcharts

 

6. ESG Reporting Guidance and Best Practices

• Environmental: (1) emissions; (2) use of resources; (3) the environment & natural resources & (4) climate change
• Greenhouse gas (GHG) emissions – Scope 1, Scope 2 & Scope 3
• Significant impacts of activities on the environment and natural resources
• Physical risks and transition risks of climate change
• Social: (1) Employment; (2) Health & safety; (3) Development & training; (4) Labour standards; (5) Supply chain management; (6) Product responsibility; (7) Anti-corruption and (8) Community investment
• Intellectual property rights, quality management & consumer privacy
• Preventive measures, whistle-blowing procedures, and anti-corruption training

 

Award

Upon successful completion of the programme, students who have passed the assessment with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a “Certificate for Module (Investor Relations and Environmental, Social and Governance).”

Type of Assessment

Description

Weighting

Group Presentation	One in-class case study in IR & ESG presented by groups of 3 to 5 students (about 15 minutes each)	50%
Written Assessment	One Individual written assignment to apply IR practices in effective communication with investors (1,000-word essay)	50%

Total: 100%

Application Code	2355-FN141A	Apply Online Now
Apply Online Now

Days / Time

• Saturday, -

Duration

• The programme consists of five sessions, each lasting 6 hours.

Venue

• HKU SPACE Po Leung Kuk Stanley Ho Community College (HPSHCC) Campus

Timetable

November 2025 Intake

Class	Date	Time
1	8 Nov 2025 (Sat)	10:00 am - 1:00 pm 2:00 pm - 5:00 pm
2	15 Nov 2025 (Sat)
3	22 Nov 2025 (Sat)
4	29 Nov 2025 (Sat)
5	6 Dec 2025 (Sat)

Course Fee

• HK$9,000

Applicants shall hold a bachelor’s degree awarded by a recognised institution. If the degree or equivalent qualification is from an institution where the language of teaching and assessment is not English, applicants shall provide evidence of English proficiency, such as:

1. an overall band of 6.0 or above with no subtests lower than 5.5 in the IELTS; or
2. a score of 550 or above in the paper-based TOEFL, or a score of 213 or above in the computer-based TOEFL, or a score of 80 or above on the internet-based TOEFL; or
3. HKALE Use of English at Grade E or above; or
4. HKDSE Examination English Language at Level 3 or above; or
5. equivalent qualifications.

• The CEF Institution Code of HKU SPACE is 100

CEF Courses
Certificate for Module (Investor Relations and Environmental, Social and Governance) 證書（單元：投資者關係與環境、社會及管治）
COURSE CODE 33C163926	FEES $9,000	ENQUIRY 2867-8322

Continuing Education Fund

持續進修基金

持續進修基金為年滿18歲的成年人提供持續教育和培訓資助。符合資格的申請人於成功修畢持續進修基金可獲發還款項課程後一年內，可不限次數申領合共最多25,000港元的資助。

首10,000港元資助的學員共付比率（即學員須自行承擔的費用的百分比）為課程費用的20%，而餘下15,000港元資助的學員共付比率則為課程費用的40%。

學員應在獲取證書後，根據證書上顯示的日期在一年内遞交持續進修基金網上申請。

申請流程：https://hkuspace.hku.hk/cht/cef/application-procedures

	Continuing Education Fund This course has been included in the list of reimbursable courses under the Continuing Education Fund.
	Certificate for Module (Investor Relations and Environmental, Social and Governance) This course is recognised under the Qualifications Framework (QF Level [5])

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