Financial Wellness for Women Series - Session #3: 101 on Investments

Financial Wellness for Women Series - Session #3: 101 on Investments

Join us for Session #3 of our Financial Wellness for Women Series: 101 on Investments. 

This interactive session will cover the main types of traditional and non-traditional investments, then speakers will spend the majority of the session sharing their own experiences, mindsets and the key principles they follow when investing. The session will include panel discussion and Q&A to dive deeper into topics raised.

Speakers include Tanya Gan, Gemma Tregenza and Nancy Wang from Girls Just Wanna Have Fund$ – Hong Kong’s home-grown non-profit organisation dedicated to closing the gender investment gap – and Jo Orgill, experienced investor, Co-Chair of AustCham's Finance, Legal and Tax Committee, and AustCham Women in Business Network contributor.

Members are welcome to join this as a one-off session, or catch up on the entire series by registering with Chloe Taylor

About Financial Wellness for Women Series

Are you working hard, but not prioritising making money work hard for you? Do you leave money decisions to your partner or not know where to start on investing? Do you find it hard to decipher financial jargon and want to hear tried and tested approaches to managing money well?

Join our 6-part series designed for time-poor professionals and beginner investors.

Sessions will cover income/expense management, different types of investments, building an investment portfolio and more.

It is recommended members join for the whole series to enhance learning and be fully immersed within a community of like-minded financially savvy individuals.

On registering, you will receive a virtual link ahead of each session. Check out our 6-part series program here

Sign up for the FULL Financial Wellness for Women series, including recordings and takeaways. The full series is priced for members at HK$880  which includes H&H Group’s Swisse Women’s Ultivite Multivitamins worth HK$379.

The Women's Financial Wellness Series is a joint initiative organised by the Australian and Spanish Chambers of Commerce - AustCham’s Women in Business Network, and the Spanish Chamber of Commerce’s Women in Business Committee.

Proud to partner with Girls Just Wanna Have Fund$ - Hong Kong’s home grown non-profit dedicated to closing the gender investment gap.

AustCham's Women in Business Network is proudly supported by Ambition, Telstra and Macquarie.

Please note: The views, thoughts, and opinions expressed by the speaker(s) belong solely to the speaker, and are not representative of the Australian Chamber of Commerce in Hong Kong.

Date:

Wed, November 17, 2021


Time:

12:00 PM - 01:00 PM

ADD TO CALENDAR

Location:

Webinar



Fees:

Member: $200.00


Event Resources:

Financial Wellness for Women - Full program - as of 11 November 2021.pdf

SPEAKER(S)

Tanya Gan
Co-founder | Girls Just Wanna Have Fund$

Tanya is Co-Founder of Girls Just Wanna Have Fund$.


Skills to pay the bills… Tanya had her first taste of finance working in a bank whilst studying at university, to gain experience and earn pocket money. With an International Business major, she stepped out of her comfort zone and navigated her life and career through regional financial markets including Japan, Hong Kong, Australia, Singapore and Malaysia. Tanya is currently a Director of Electronic Trading based in Hong Kong.


Investing like a girl boss… Tanya believes a long-term investment strategy is the path to financial independence, as such she has taken a disciplined approach to investing early and regularly to build a portfolio of income-generating assets. Her motto? Ensure your money works for you, and not the other way around!


Jo Orgill
Partner and Director | HFL Advisors Limited

Jo is a partner and director of HFL Advisors Limited and serving as Co-Chair of the Australian Chamber of Commerce in Hong Kong Finance, Legal and Tax Committee, and is an active participant of the Women in Business Network.


Jo has nearly 30 years’ experience in financial services across hedge funds, markets, regulatory advocacy and chartered accountancy. Having spent the last 23 years in Hong Kong and holding senior leadership roles in investment banking and asset management, Jo has experience across asset classes and investment strategies, as well as business and economic cycles.

She has also worked in London, Singapore and Australia, where she made her first move into markets as a stockbroker. Jo is a partner and director of HFL Advisors Limited, a governance and sound practice hedge fund advisory platform based in Hong Kong. Prior to this she held a number of senior positions in investment banking servicing asset management clients as well performing governance related roles, for companies such as Barclays, Samsung Securities and Credit Suisse.


Gemma Tregenza
Co-Founder | Girls Just Wanna Have Fund$

Gemma is Market Operations Leader and Director at EY, and Co-Founder of Girls Just Wanna Have Fund$.


Skills to pay the bills…

Gemma started her career issuing Aussie bank debt before moving to Singapore to pursue a business strategy role. Not one to shy away from a challenge, this gal warrior also managed to complete all three levels of CFA accreditation, before making the move to the bustling city of Hong Kong! Still on the strategy side but now out of finance and into consulting, Gemma has started a new decade with a new version of herself: Chief of Staff.


Investing like a girl boss…

With a long-term lens, Gemma is driven by her strong desire and goal to be financially independent and secure enough to work for the love of it, not because she’s “stuck”. Having assets and a secondary income source is paramount to her strategy.


Nancy Wang
Co-Founder | Girls Just Wanna Have Fund$

Nancy is Director for Sustainable Finance at ANZ, Co-Founder of Girls Just Wanna Have Fund$ and a member of AustCham’s Women in Business Network.


Skills to pay the bills…

Nancy hustled into her first day-job working full-time while studying night-time as an auditor at E&Y at age 18. After a stint at JP Morgan in Hong Kong, she found her groove at ANZ which proved pivotal in learning / leading credit analysis, restructuring, syndications for institutions across APAC. Having worked across Sydney, Beijing, Hong Kong, Nancy is now a Director in Sustainable Finance, and fortunately living the dream of work + purpose.


Investing like a girl boss…

Nancy is busy building a long-term, goal-oriented, and diversified portfolio that is increasingly ESG sensitive. She’s now a believer of discipline and following a process in circumventing behavioural mistakes (learning the hard way!)