Advisory Council Member

  • Advisory Council Member

Advisory Council Member

Dr. Agnes K Y Tai

Ph.D., CCB.D, SCR®, FRM, ESG Investing, CAIA, MBA, FHKIoD

Agnes is Director of her family office, Great Glory
Investment Corporation, and Senior Advisor of iPartners Holdings Ltd. She has
served the financial community across four jurisdictions in the past 44 years,
and her board training in sustainability, governance, strategy, and risk
oversight spans five continents.

She holds a Climate Designation certificate from Competent
Boards, a Sustainability and Climate Risk certificate, a Financial Risk Manager
certification from the Global Association of Risk Professionals, a Board
Oversight of Responsible AI certificate from Boards Impact Forum, an ESG
Investing certificate from CFA UK, a CAIA certificate from the Chartered
Alternative Investment Association, and a Palladium Kaplan-Norton Balanced
Scorecard certificate.

Agnes is a Governing Board member of Climate Governance
Initiative working closely with World Economic Forum, Steering Committee member
of the Climate Governance Initiative Hong Kong Chapter, an Expert Review Panel
member for the MTR Corporation sustainability reports since 2014, an Advisory
Board member of Asia Climate Forum, an ESG/climate judge for the Benchmark
Funds of the Year Awards, a Council member, a Publishing Board of Magazine
member and a Deputy Chair of the training committee of the Hong Kong Institute
of Directors, faculty of Competent Boards, CSIA and FITC, board member of Hope
of the City, advisory council/committee member of GARP (HK), FarmacyHK, and
Shao Ming Lo Foundation.

Agnes has a Ph.D. (2022) from the Hong Kong University of
Science and Technology with a dissertation titled “Do carbon risks matter
for Hong Kong equity prices?" and an MBA (1980) from the University of
Chicago – Booth School of Business, a B.Sc. (Honors, 1978) from Roosevelt
University in the USA, and is a graduate of the Stanford University Senior
Executive Leadership Program and the 2011 Stanford Directors’ College.

She has authored a book on investing in H-shares, a Harvard
Business case, a chapter in CFA Society Hong Kong’s 30th-anniversary book ‘Rise
from Crises,’ and a book ‘Tall Miracles.’

Agnes K Y Tai, PhD 戴洁莹 | LinkedIn