How do we Bridge the Gap in Financial Literacy?

10 August 2021 

Supported by the Education Committee

This webinar has been rearranged to 10 August 4-4:45pm

 

Speakers:

James Fletcher, Founder, Young Investors Society & Portfolio Manager, APG Asset Management

Lucinda Pike, Chief Executive, Enrich HK 

Robert Gardner, Author of ‘Grow your Acorns’ & Director of Investments, St James’s Place

Moderator:

Lesley Cameron, Head of Practice Development for Asia, St. James’s Place Hong Kong; Vice-Chair of the Chamber's Education Committee

  

Money influences so many aspects of our lives from where we live, to how we raise our children and even our health. Yet it remains one of the world’s oldest taboos.

We live in a world where a. increasing number of people are going to live to 100 years old which creates financial challenges, including the risk of running out of money, the need to work longer and likely increasing care costs.

Our panel of experts will discuss why this makes personal finances a taboo that needs to be broken – how we can do more to empower and equip individuals with the skills to earn, keep and grow their money. The following topics will also be covered:

- How Financial Education helps to create a more equal society.
- The role of schools and educators in starting good financial habits.
- What holds us back from talking about money.
- The importance of taking action – learning on its own is not enough. 

This webinar will provide thought-provoking ideas to help you decide what you can do to help yourself and/or others around you to develop their financial literacy.

 

Details on how to join will be sent via email by 5pm the day before the webinar.

 

About the speakers

James, CFA is Director and a Senior Portfolio Manager of the Emerging Markets Small and Midcap Equity Fund at APG Asset Management where he manages a $1bn AUM fund investing with a long-term, active portfolio approach to own high-quality businesses with strong ESG integration.  James has over 17 years of equity research experience.   

James earned a B.S. in Finance from Brigham Young University, where he graduated summa cum laude and with University Honors. He is a CFA charterholder. 

He is also the founder of a non-profit, Young Investors Society (www.yis.org [yis.org]), that teaches the fundamentals of personal finance and investing to over 900 schools and 7,000 high school aged students across the world.  He lives with his wife and five kids in Hong Kong. 

 

Lucinda believes in empowering women through greater access to education and development opportunities, and the power of financial literacy as a vital life skill. She is the Executive Director of Enrich HK, the leading Hong Kong NGO promoting the economic empowerment of migrant domestic workers through financial literacy and empowerment education. For the last 3 years, Enrich has received the Financial Education Champion Award from the Investor and Financial Education Council.

As Executive Director, Lucinda has overseen a significant period of growth and has spearheaded initiatives including the “The Value of Care” report which for the first time examined comprehensively the economic contribution of migrant domestic workers across Asia. Having grown up in Hong Kong, Lucinda wants to work towards making the city more inclusive. 

She has a Master’s degree (Distinction) in Education Management and a background in education, research and community outreach with women and ethnic minorities in Hong Kong. She holds an Executive Education certificate in Strategic Perspectives in Nonprofit Management from Harvard Business School.


Robert is a financial expert, entrepreneur, and activist for making money a force for good. As St. James’s Place’s Director of Investments, he is responsible for more than £130bn of clients’ wealth and helping more than 800k people plan for their retirement with peace of mind.

Rob has made it his life’s mission to elevate people and the planet alongside profits to create ‘financial wellbeing, in a world worth living in’. He utilises his platform and the organisations he’s involved with to have a tangible impact on financial education and the climate crisis, as co-founder and Non-Executive Director of award-winning pensions firm Redington, the pension industry’s first social network, Mallowstreet, and the financial education charity RedSTART.

Since he joined the firm SJP has taken an industry leading role in responsible investing. SJP now delivers a quarterly Carbon Footprint Report to clients - an industry first to explain the impact their investments have on climate change - has signed up to important task forces, and MSCI recently increased SJP’s ESG rating to ‘AA’ in recognition of the company’s work and progress in this area.

In 2016 Rob wrote the children's book Save Your Acorns and is a GirlGuiding volunteer and advisor for financial education. He also sits on various advisory boards and is regularly asked to speak about making money a force for good. He has appeared on Sky News, BBC Radio, The Times, Daily Mail etc. and in 2017 he delivered a TEDx Talk called If You Leave Your Children One Thing, Make It This.


About the moderator

Lesley is Head of Practice Development for Asia with St. James’s Place, a FTSE100 wealth management company with funds under management in excess of 75.3 billion GBP globally. She has over 25 years’ experience within Financial Services in various roles and is now a senior member the St. James’s Place management team in Hong Kong, where she works to grow and develop the St. James’s Place business in Hong Kong.

 

 

Pricing

  • Member: HK$140
  • Non-Member: HK$250

 

Terms & Conditions

  • Reservations in advance are required. Please consider your booking confirmed unless notified otherwise.
  • Cancellations must be made in writing 24 hours prior to the event. No shows will be charged.
  • This event is closed to the media.
  • The event will be cancelled if the No.8 Typhoon signal or the Black Rain Storm warning is in force.
  • By attending this event, you agree to be photographed, recorded, and/or filmed and give permission to use your likeness in promotional and/or marketing materials.
  • For further information please email phoebe@britcham.com
  • All payments for this event need to be settled by credit card through PayPal. Please note you do not need a PayPal account to complete payment.
When
8/10/2021 4:00 PM - 4:45 PM
China Standard Time
Where
Webinar (Details Will Be Shared By 5pm on the Day Before the Webinar)

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