Leadership

Board of Directors

Chong Jin Yoong, CFA, is the Managing Director and Principal Trainer of Ogos Learning, a company that specialises in education for the financial industry. Prior to forming Ogos Learning, he headed the structured products development team in AmBank's Global Markets division and was a fixed income dealer in OSK Investment Bank.


Jin Yoong has been actively volunteering with CFA Society Malaysia since 2013 and was elected as President in 2021. He served on the Board as the Director for University Relations and Investment Research Challenge from 2013-2015 before holding the Honorary Secretary position from 2017-2019. In 2019-2021, he held the Honorary Treasurer position as well the Director for University Relations.

He is also involved with the Asian Institute of Chartered Bankers (AICB) for various curriculum development initiatives of AICB's banking and finance related programs. Jin Yoong has authored and co-authored multiple textbooks in collaboration with the AICB and Oxford Fajar. 


Jin Yoong graduated from the University of Malaya with a Bachelor of Engineering (Hons) and was awarded the PKMC with Distinction.

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Faridq Ridzuan, CFA, is the lead US/EU Fund Manager for a government linked investment company (GLIC). He also sits on the Investment Committee Panel of Yayasan Tunku Abdul Rahman (YTAR), a foundation to empower and develop youth from under-represented backgrounds.


Previously, he was a Global Strategist in the Global Strategy & FX Team in Permodalan Nasional Berhad (PNB), where he has been an Equity Analyst, Quantitative Research Analyst and Fund Manager. He was also formerly an advisor to Jewel Digital Ventures (Subsidiary of PNB).


As a keen volunteer in CFA Society Malaysia, Faridq served as the Director for University Relations on the Board from 2017-2019, maintaining the University Relations and providing training to students with the university partners, before ascending to the role of Vice President in 2019. He has also led the sub-committees for Career Day, University Ethics Challenge, and University Relations.


Faridq graduated from University College London with a BSC (Hons) in Economics and is a Capital Market Services Representative's License ("CMSRL") holder.

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Lexi Lee, CFA, is currently leading a Singapore-domiciled group that specializes in running a systematic trend-following CTA for hedge fund business development. With a profound understanding of the investor landscape in the Asia-Pacific (APAC) region, Lexi has amassed a robust network of key contacts through her extensive fundraising experiences. Her clientele primarily comprises family offices, fund of hedge funds, wealth managers, and various institutional clients. Her journey in the financial industry began as an Investment Specialist at OCBC Bank in 2017, where she honed her skills in client servicing and financial advisory. Subsequently, she transitioned to the role of Industry Analyst at CFRA Research (formerly known as Standard & Poor (S&P) Malaysia) in 2020, where she focused on research related to Technology, Oil and Gas, Pharmaceutical, and Renewable Energy sectors across the US and Europe.

In addition to her professional endeavors, Lexi is deeply committed to giving back to her community. Since 2019, she has been actively volunteering with the CFA Society Malaysia, contributing her time and expertise to various initiatives such as the CFA Career Day, CFA Mentoring Program, and CFA Institute Research Challenge. She served on the Board as the Director for Member Relations from 2021 to 2023, before assuming her current role as Honorary Secretary. She has rolled out a series of corporate programs meticulous curated for our CFA society members. These initiatives encompass a range of benefits, such as exclusive gym memberships at Fitness First, Celebrity Fitness, and Chi Fitness, and yoga and pilates offerings through Fitokio, premium access to The Edge subscription, bespoke fleet discount programs with BYD and Hyundai, as well as hotel perks including St. Regis. 

Lexi holds a Bachelor of Finance and Investment with Honors from Tunku Abdul Rahman University College (TARUC). Additionally, she is certified in ESG Investing by the CFA Institute, holds the Certified Financial Planner (CFP) designation, and is an Advanced Financial Modeler (AFM) accredited by the Financial Modeling Institute. Furthermore, she obtained an Investor Protection Professional Certification (IPCC) from the Asian Institute of Chartered Bankers in 2018. Notably, Lexi was one of the winners of the Bloomberg BQuant Hackathon in 2021.

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Jeff Tan, CFA is currently the Malaysia Representative for Corporate Finance and M&A Advisory at Sadella Advisory, a Hong Kong-based corporate finance advisory firm specializing in cross-border M&A transactions covering the regions of Asia Pacific, the Middle East and Europe but with a strong focus in Southeast Asia. 
 
Prior to joining Sadella Advisory, he was a Corporate Finance Consultant in leading advisory firm. He has many years of experience in Corporate Finance and various types of engagements, which cover Business and Company Valuations, Financial Due Diligence, Financial Modelling, Independent Advisory and Business Strategy Projects for both the public and private sectors. 
 
Jeff graduated from Universiti Tunku Abdul Rahman (UTAR) and Quantic School of Business and Technology with honours in Bachelor of Finance and Master of Business Administration (MBA) respectively. He holds the Chartered Financial Analyst (CFA) title and Chartered Financial Modeller (CFM). 
 
Jeff currently serves as the Honorary Treasurer on the board of directors of the CFA Society Malaysia (CFAM). He has been an active volunteer with CFAM since 2018 in various initiatives for the development of future finance professionals. 
He also received several international awards in the financial modelling and valuation communities:- 
  • Top 2 in the CFI Financial Modelling Case Competition and World Championship in 2020 
  • Top 4 in the Financial Modelling World Cup 2021 
  • 30 Under Thirty Honourees awarded National Association of Certified Valuators and Analyst (NACVA) and the Consultants' Training Institute (CTI) in 2021

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Dominic Hua, CFA, is currently the AVP, Commercial in YTL Power International Bhd overseeing the business development, new projects, and investments, including mergers and acquisitions, asset management, and greenfield project development. He also serves as a Director and Board Member for several subsidiaries under the YTL Group of Companies. Prior to this role, he was a Senior Project Engineer at YTL PowerSeraya Pte Limited (Singapore) involved in the development, construction, and commissioning of a co-generation combined cycle power plant and demolition of a steam heavy fuel oil-fired power plant.
 
Dominic was one of the industry mentors during the 2021/22, 2022/2023 and 2023/24 CFA Institute Research Challenge and currently serves as a Director of Employer and Strategic Relations for the CFA Society Malaysia. He graduated with First Class Honours in Bachelor of Mechanical Engineering from University Tenaga Nasional and was awarded the coveted Chancellor Award (Valedictorian) and the Frederic Barnes Waldron Award from the Institution of Mechanical Engineers, United Kingdom. He is also a certified Chartered Engineer (CEng) with the Institution of Mechanical Engineers, United Kingdom.

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Ace Tan, CFA, is currently the Assistant Vice President of the Private Equity department at KWAP, spearheading the department's Buyout strategy for ex-Europe region. In this role, he is the main investment lead responsible for sourcing, evaluating, and executing new investments in foreign and local funds and companies. Ace's duties include identifying, evaluating, and selecting the most suitable asset managers and private companies. He also assesses both qualitative and quantitative factors when making investment decisions across various markets in alignment with the overall investment strategy of the organization.
 
Prior joining KWAP, Ace served as the Manager of Corporate Strategy at Carsome. He began his career as an Audit Associate at PricewaterhouseCoopers in 2016, specializing in the Financial Services line. Later, he then continued his career journey as Valuation and Modelling Specialist with Ernst and Young. Over 7 years of experience, Ace's expertise spans across multiple verticals, including investments, financial modeling & valuation, M&A, corporate finance, financial planning, auditing and more.
 
Ace's involvement with the CFA Society Malaysia began with volunteering for the Future Mentoring Program as a mentor in 2022. He is now elected as one of the Board of Directors, overseeing Member Relations for the term 2023-2025. Ace is also currently a Task Force Member for the Young MICPA Task Force Committee of The Malaysian Institute of Certified Public Accountants. From 2020-2023, Ace served as Regional Councilor for the Malaysian Regional Council of Chartered Accountants Australia and New Zealand.
 
Ace holds a BCom in Accounting and Finance from The University of Melbourne. He obtained his Chartered Accountant and Certified Public Accountant titles in 2020, and became a CFA charterholder in 2023.

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Fera Khalil, CFA is currently an ASEAN Fund Manager for Malaysia’s sovereign wealth fund, Khazanah Nasional. She has 8 years of investment-related work experience encompassing fund management, equity research, quantitative research, and private equity.
 
She started her career in Private Equity where her specific sector coverage was power and renewable energy. She has since transitioned into public equities and were among the pioneer team member who started the Public Markets unit within Khazanah. In her role, Fera manages a portfolio of public market investments, and is responsible for developing and executing investment strategies that generate long-term value for her clients.
 
She earned her CFA charterholder in 2019, which further solidified her knowledge of financial analysis and investment management.

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Bobby Lee Chia Yih, CFA, is a seasoned professional with a rich background in the financial sector, particularly in investment risk management. With over a decade of experience in various roles, he has consistently demonstrated expertise and leadership in this domain.
Bobby is currently the Head of Investment Risk at Pertubuhan Keselamatan Sosial (PERKESO). Previously, he served as the Head of Traded Market Risk at Bank Islam, where he played a pivotal role in managing and mitigating market risks associated with the bank's trading activities. Prior to this, he held the position of Vice President of Traded Market Risk at AmBank Group, further honing his skills in risk management within the banking sector.
 
Bobby also contributed his expertise as a Capital Market Manager at the Employees Provident Fund of Malaysia, gaining valuable insights into managing investments for a large organization with a significant financial portfolio. Prior to this, Bobby gained three years of invaluable experience in risk management through positions at RHB Investment Bank Bhd, Ernst & Young, and AmBank.
 
Bobby Lee Chia Yih holds a Bachelor's Degree in Electronic Engineering and an MBA in Finance from Multimedia University (MMU). He has earned the CFA Charter and holds professional certifications in Financial Risk Management (FRM) from the Global Association of Risk Professionals and the Chartered Alternative Investment Analyst (CAIA) certification from the Chartered Alternative Investment Analyst Association.
 
Bobby's commitment to the investment industry is further demonstrated by his role as a Director on the Board of Directors at CFA Society Malaysia, where he advocates for ethical standards and promotes professional growth.
 
In addition to his distinguished financial career, Bobby Lee Chia Yih is also a dedicated life and financial coach, showing his passion for helping individuals achieve their personal and financial goals beyond his professional roles.

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Wong Chi Xiang, CFA is a Senior Market Analyst at Climate Bonds Initiative. His responsibilities include managing its policy research, technical assistance, and stakeholder outreach in Southeast Asia. He has supported a range of sustainable finance capacity building and thematic bond market development initiatives for sovereigns, sub-sovereigns and multilateral institutions in the region, with a broad network of partners and stakeholders developed to scale up thematic bond issuances in the region.
 
Prior to that, he worked with the regulator and pension fund, with exposure across green finance, sustainability, fixed income research, investment strategy formulation, and asset allocation monitoring.
 
Chi Xiang holds a BSc in Accounting and Finance from the University of Warwick. He obtained his CFA charterholder in the year 2022.

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