President : Jason Lee Wei Chung, CFA
Mr. Jason Lee Wei Chung is the present serving President of the CFA Society Malaysia. He is a certified Chartered Financial Analyst (CFA) and holds a Masters Degree in international Banking and Financial Studies. He has twenty years working experience in buy and sell side of the financial services industry. A former portffolio mananager for a family officer and later general mananger of investment in Amanah Raya - JFM Asset Management. He has also taken roles as an equity analyst and was the equity sales specialist as well as the Head of Dealing of Macquarie Capital Malaysia.
Vice President : Justin Ong Kean Hu, CFA
Justin Ong Kean Hu, CFA is well versed in the financial industry. Currently working in Deloitte Southeast Asia as a Director since May 2017 and prior to that he is working in EY Financial Services Advisory as a Senior Manager for 4 years. He has also worked as a Senior Consultant in Accenture Singapore and a Consultant in KPMG Financial Risk Management for 3 years and 2 years respectively.
Besides holding the CFA Charter, Justin also a certified Bank Treasury Risk Management (BTRM), Malaysia Institute of Accountant, and Global Association of Risk Professionals, USA. He graduated in University of Malaya with a Honours Bachelor of Accounting in 2008.
Within the CFA Society Malaysia, Justin was part of the Board of Directors in 2015 to 2017, before ascending to the Vice President position. He was the pioneer for the CFA Society Malaysia's Career Day as well as the society's Representative. Justin also regularly volunteer to contribute in CFA's university roadshow, providing trainings to university students.
Secretary : Chong Jin Yoong, CFA
Chong Jin Yoong, CFA is the Director, Principal Trainer of Ogos Learning, a company that focuses on education in the field of banking and finance. Prior to forming Ogos Learning, he headed the structured products development team in AmBank's Global Markets division. Before joining AmBank, Mr Chong was attached to the treasury of OSK Investment Bank as licensed fixed income dealer.
Besides being the Honorary Secretary of CFA Society Malaysia, he is also actively involved with the Asian Institute of Chartered Bankers (formerly IBBM) as an Examiner for various examinations programs (Chartered Banker, PKMC, & IPPC). Additionally, he plays a significant role in the curriculum development of the aforementioned programs. Mr Chong has authored and co-authored 3 textbooks used in the aforementioned programs including the textbook for the PKMC licensing exam which is compulsory for all interbank dealers in Malaysia. He obtained the PKMC certification with Distinction in 2008.
Treasurer: Phua Yee Boon, CFA
Phua Yee Boon is a CFA charterholder and he holds Capital Markets Services Representative's Licence for advising on corporate finance activities in Malaysia. He has played crucial roles in company valuation, financial modelling and financial analysis for numerous corporate finance activities he advised, which including open tender proposals, cross border transactions as well as independent advisory for company take-overs and privatisations. He has advised companies in various industries, amongst others, aviation, consumer products, enterprise software, hospitality, oil & gas transportation and logistics as well as property development. Prior to his career in corporate finance, he garnered experience in wealth management with an international banking organisation. He graduated from Universiti Malaysia Sabah with Bachelor Degree (Hons.) Mathematics with Economics.
Membership and Communications : Jeannie Tai Hui Jing, CFA
Jeannie Tai, CFA, is currently in corporate finance advisory, providing financial advice to clients on capital market transactions, initial public offerings (IPO), mergers & acquisitions (M&A) and valuation services. Prior to this she was working in a regulatory body under several capacities, including evaluating corporate proposals relating to equities, i.e. IPOs, reverse take-overs, special purpose acquisition companies and rights issue. She also worked closely with other capital market regulators in the ASEAN region to conduct research and analysis on regional and international capital market initiatives, such as on green finance, fintech and long-term financing. She graduated from University of Melbourne, Australia with a Bachelor of Commerce, majoring in Economics and Finance.
Programming: David Meow Li Hwa, CFADavid Meow, CFA as more than 24 years of experience in areas including business valuation, financial markets and risks, and financial reporting. His exposures in diverse areas in the capital markets as well as being a Chartered Financial Analyst (CFA) holder and qualified as a Chartered Accountant (Malaysia), allow him to offer training and consultancy services in areas including investment management, company valuation.He has provided training and consultancy services to government-related regulatory bodies including Bank Negara Malaysia, Permodalan Nasional Berhad, Securities Commission, Kumpulan Wang Simpanan Pekerja, Jabatan Perdana Menteri, as well as financial institutions, including Maybank, CIMB, OCBC and RHB. He is currently associated with several programmes initiated by Permodalan Nasional Berhad Institute. He is also the Lead Moderator for the Capital Markets with the Financial Accreditation Agency (FAA). He has also been called to be an expert witness as a capital markets expert and has testimonies being accepted.
Social Activities : Tham Lih Chung, CFA
Tham Lih Chung, CFA is the Founder of Rhombus Connexion, a comprehensive investment firm that invests in a myriad of small to medium enterprises in the consumer-related industries. Under his guidance, Rhombus Connexion is on the fast track growth with 12 brands and over 27 outlets within a year of its inception. Currently, Rhombus Connexion has more than 10 brands under its stable and more than 30 establishments in 4 countries.
Prior to Rhombus Connexion, Tham built his extensive experience in corporate finance, investment banking and accounting experience in KPMG, RHB Investment Bank and MMC Corporation Berhad.
In 2012, Tham took the path of becoming an entrepreneur in 2012 when he was attached to an F&B Group. Tham founded Rhombus Food Holdings which was later rebranded to Rhombus Connexion. He also co-founded VMO Rocks, an instant booking platform for event venues and services online. Tham is always on lookout for opportunities that bolster the F&B ecosystem which add further value to the stakeholders and customers.
Sitting on the board of directors of CFA Society Malaysia, Tham hopes to promote ethical and professional standards within the investment industry and professional development through the CFA Program.
University Relations: Mohammad Faridq Ridzuan, CFA
Muhammad Faridq Rashid bin Ridzuan, CFA has served in Permodalan Nasional Berhad since 2015 as a Portfolio Manager as well as a Quantitative Research Analyst. Prior to that, he was working as an Equity Analyst for 2 years in the same corporation as well. Besides his daily responsibilities, he has volunteered himself to be the part of the working committee in the CFA Society Malaysia's Career Day, managing the programming of the event and overseeing the responsibilities of other committee members. Other than Career Day, he is also in charge of maintaining the University Relations and provide trainings to students with the university partners. Faridq holds the CFA Charter and the Capital Market Services Representative's License (CMSRL). Faridq graduated in University College London with a Honours Degree in Economics in 2012.