Our Team

The Team of Cardinalasia and its Managing Director is the member of the following Professional bodies – demonstrating a high standard of corporate governance and the professionalism:

  • Alternative Investment Management Association (AIMA)
  • Global Association of Risk Professionals (GARP)
  • Hong Kong Institute of Directors (HKIoD)
  • International Academy of Financial Management (IAFM)
  • Professional Risk Managers’ International Association (PRMIA)
  • Hong Kong Institute of Bankers (HKIB)
  • Institute of Management Accountants (IMA)
  • Greater-China Alternative Investment Managers Association (GC-AMA)
  • Chinese General Chamber of Commerce (CGCC)

Edward LEE, FRM, CWM™

Managing Director

  • Investment Advisor to CGI Focus Fund Limited Partnership
  • Investment Advisor to and Chief Operating Officer of Curator Chinese Antiquity Fund
  • Chief Investment Officer of CCL Cardinalasia Investment Fund
  • HKSFC registered Licensed Representative – Responsible Officer (CE No. ABN097)
  • Estate Agent Authority registered Estate agents (Individual) License (E-296533)
  • Over 25 years of experiences in financial industry in Hong Kong with over 14 years at Asia Derivative Desk of Global Investment Banks focusing on arbitrage opportunities, long/short equities, futures & options, convertible bonds and structured derivatives
  • Chairman of the Greater China Alternative Manager Association (GC-AMA)
  • Member of the Hong Kong Institute of Directors (HKIoD)
  • Member of the Association of the International Certified Financial Consultants (AICFC)
  • Certified Financial Risk Manager (FRM) of Global Association of Risk Professionals (GARP); Chartered Wealth Manager (CWM™) of International Academy of Financial Management (IAFM)
  • Bachelor of Science in Statistics at the University of London, England; Master of science in Operations Research at Stanford University, USA

DR. Ilex Lam

Chairman of Advisory Board

  • Over 20 years of experience in managing global financial institutions and investment management businesses
  • Chairman and Management Partner of Pacific Partner Investment Management Group
  • Chairman of Social Enterprise Steering Committee for Hong Kong Rehabilitation Power
  • Head of Credit Suisse Asset Management (CSAM) based in Hong Kong
  • Fellow of The Hong Kong Institute of Director, FHKloD
  • Top Ten Most Outstanding and Influential Entrepreneurs in China-Investment Management Business.
  • Master of Business Administration from Warwick Business School

Bernadette Wong

Director

  • HKSFC registered Licensed Representative (CE no. ACS299)
  • Over 22 years of Experiences in Financial Industry and worked in Harmon Asset Management Limited and Gulf Fund Management Dubai
  • Intermediary Supervision of Hong Kong Securities and Futures Commission
  • Individual Investor
  • Member of The Young Executives Committee Hong Kong Chiu Chow Chamber of Commerce
  • Master of Business Administration in University of Birmingham, UK
  • Master of Corporate Finance in Hong Kong Polytechnic University

William KUNG, CAIA

Director

  • HKSFC registered Licensed Representative – Responsible Officer (CE No. AFU803)
  • Over 16 years of sales and servicing experiences in financial services industry, of which 11 years in asset management and 5 years in insurance
  • Regional Sales Manager of SYZ & Co Limited; Sales and marketing of niche fund of hedge funds to third party distributors and institutional clients in Greater China
  • Institutional Business Development Manager of Schroder Investment Management (Hong Kong) Limited
  • Communications Director of the Greater China Alternative Manager Association (GC-AMA)
  • Chartered Alternative Investment Analyst of Chartered Alternative Investment Analyst Association (CAIA)

Christina NG

Director

  • Business Strategic Partner focuses on China
  • HKSFC registered Licensed Representative (CE No. AEJ229)
  • Over 17 years of experiences in financial industry at the management team of the Equity Research Department of Global Investment Banks such as Salomon Brothers, Deutsche Bank and JP Morgan
  • Hong Kong Representative of the Guangdong Provincial Women’s Congress
  • Member and Ladies’ Committee Member of the Chinese General Chamber of Commerce (CGCC)
  • Member of  the Hong Kong Society for the Protection of Children (HKSPC)
  • Bachelor of Science in Finance and Accounting at University of Wisconsin, Madison