What are the biggest lessons in your career so far?
My transition from accounting to investment banking involved a significant learning curve. Early in my investment banking career, a manager doubted my fit for the role, advising a return to audit advisory. Nevertheless, I trusted my capabilities and persisted. Now, with over 20 years in investment banking, I see career transitions and economic changes as opportunities for growth amid challenges. These experiences build resilience and demand dedication.
What are the challenges and opportunities of your role?
I lead the strategic orchestration of company listings on the Hong Kong capital market. A significant benefit is the opportunity to collaborate with a wide range of industries. Over the past 20 years, the market has experienced continuous evolution, driven by sustained industry innovation. Initially, the sector was largely traditional, characterized by straightforward structures, such as those of state-owned enterprises and real estate companies. More recently, private enterprises, especially from innovative sectors, have joined, enhancing the market’s diversity. This progression has required ongoing professional growth, which I find deeply rewarding. Challenges align with these opportunities, as the dynamic market, evolving industries, and regular company updates necessitate constant adaptation.
What advice do you have for young CPAs who are looking to specialize in IPOs?
For them, the foundation lies in mastering core skills and building a robust base. As a CPA myself, I benefited from comprehensive training, covering technical fundamentals such as accounting principles and financial statement analysis. Early in my career, working on-site with diverse clients provided invaluable insights into the business world, establishing a strong platform for my professional growth. IPOs, with their intricate details and regulations, demand a solid understanding of basics to devise effective solutions and offer reliable advice. I recommend that young accountants focus on mastering these essentials before diversifying their expertise.
How do you view the role of CPAs in building trust?
I have been engaged in public service and I am deeply honoured to contribute to this field. Over the past 25 years, I have maintained an unwavering focus on my role, immersing myself in the Hong Kong market. Transitioning from accounting to investment banking, my steadfast dedication has cultivated significant expertise in Hong Kong IPOs, earning widespread recognition. CPAs foster trust through rigorous training and a hands-on methodology. In addressing public interest, the inclusion of diverse perspectives and a thorough evaluation of issues are paramount.
How has your CPA training or qualification helped you in your career?
The training equips me to navigate complex financial scenarios, interpret regulations, and devise strategic solutions for clients, while establishing credibility as a trusted advisor in auditing and consultancy roles. The certification unlocks diverse opportunities within the financial industry, including access to a global professional network that fosters collaboration and career growth. Continuous education ensures I remain adept with evolving standards, a critical advantage in Hong Kong’s dynamic market for managing IPO complexities and advising multinational clients. Moreover, it paves the way for leadership roles, reflecting the high value placed on CPA expertise.
