Managing Partner, Sustainable Finance Initiative
Katy is Managing Partner at HK-based Sustainable Finance Initiative (SFi) platform, advising and supporting family offices and investors on their sustainable and impact journeys. Katy has served as Director of Investment at RS Group, a HK-based impact investor since 2010. She led the family office’s transition from a traditional investment portfolio to one that is 100% sustainably invested. In this role, she was actively involved in designing impact and climate change strategies and implementation across asset classes (utilizing both investment and philanthropic capital). Katy remains as consultant to RS Group. Formerly an investment banker at J.P. Morgan Securities (Asia Pacific) Limited, Katy worked as an Associate of the Hong Kong Corporate Finance division. She is also a member of the Global Shapers Community, an initiative of the World Economic Forum, and graduated from Duke University in North Carolina with a BA in Economics and a minor on Comparative Area Studies.