Stephen Wong

FRM & CAIA Lecturer
MFin (Cambridge), FRM, CAIA, CFA Cert. in ESG Investing

Stephen is a seasoned and passionate trainer with over 16 years of professional experience in investment and risk management covering both traditional and alternative asset classes. He has delivered trainings to numerous audiences including industry practitioners at financial institutions across Asia Pacific and professional exam candidates at Kaplan.

Stephen is proficient at highlighting important concepts and explaining complex ideas using simple words and real-world cases, which nicely engage his audience and help them understand the subject matter. A Master of Finance graduate from Cambridge who passed all his professional exams on his first attempt, Stephen will share his strategies and techniques for tackling exams both efficiently and effectively.

  • Currently overseeing a multi-billion dollar portfolio of public- and private-market investments at a leading institutional investor
  • Gave courses and seminars to over 800 industry practitioners and professional exam candidates in aggregate
  • Hands-on experience in portfolio management, risk management, and alternative investment
  • Well-rounded knowledge of financial markets, financial products, and regulatory frameworks

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