The HK$150 discounted ticket is exclusively for members of CFA Society Hong Kong who have renewed or joined for the FY2027 Membership (membership period from 1 July 2026 to 30 June 2027). Please ensure your FY2027 membership is active before registering for this event.
Artificial intelligence has moved from experiment to infrastructure in finance. The question facing investment professionals is no longer whether AI will change the industry, but whether their own process, their firm, and their portfolio are keeping pace. At the same time, digital assets have crossed a threshold of their own: stablecoins are now regulated, licensed, and settling real institutional volume, while the tokenization of real-world assets (RWAs) is bringing money market funds, private credit, and other traditional instruments onto digital rails.
Hong Kong sits at the center of both stories. The city hosts some of Asia's most advanced AI-driven investment teams, and its Stablecoins Ordinance has made it one of the first jurisdictions worldwide to license fiat-referenced stablecoin issuers. Hong Kong is also an early mover in RWA tokenization, with regulated tokenized funds already in the market and a growing pipeline of institutional issuance. For investment professionals here, these are not abstract trends. They are reshaping how research is done, how portfolios are built, and where the next decade of returns will come from.
Why this Matters Now
- The four largest hyperscalers plan roughly $725 billion of capital expenditure in 2026, up 77% from last year. AI infrastructure is now one of the largest investment cycles in corporate history, and one of the most debated trades in public and private markets.
- The majority of asset managers globally are implementing AI in their investment process. The competitive gap is opening between firms that have moved past pilots and those still running them.
- AI agents are compressing multi-week research and operational workflows into hours, changing the economics of the investment firm itself.
- Stablecoins now exceed $300 billion in circulation and settled $7.2 trillion in February 2026 alone, surpassing the US ACH network for the first time. With Hong Kong's licensing regime in force and RWA tokenization moving from pilot to production, institutional adoption is a present-day reality.
This half-day symposium convenes a high-caliber lineup of senior practitioners from leading asset managers, hedge funds, global banks, technology firms, and digital asset institutions: portfolio managers generating alpha with AI, practitioners deploying AI agents inside real organizations, and the institutions putting stablecoins and tokenized RWAs to work. Sessions focus on what is actually working in production, with real numbers and real case studies, rather than vendor demonstrations.
Whether you want to know how leading funds are using AI across asset classes, how to evaluate the AI investment thesis from venture to public equities, how agentic workflows will change your own desk, or how far institutional adoption of digital assets and RWAs has actually come, this symposium is built for you.
Event Details
Date: 17 September 2026 (Thursday)
Time: 2:30 PM - 6:30 PM (reception starts at 2:00 PM)
Venue: PwC Conference Centre, 21/F, Edinburgh Tower, The Landmark, 15 Queen's Road, Central, Hong Kong
Language: English
Rundown
| 2:30 PM - 2:35 PM | Greetings and Housekeeping |
| 2:35 PM - 2:45 PM | Opening Remarks by Dr. Alvin Ho, CFA |
| 2:45 PM - 2:50 PM | Welcoming Remarks by PwC |
| 2:50 PM - 3:35 PM | Panel 1: The Alpha Machine: Investing With AI, and In It |
| 3:35 PM - 3:50 PM | Coffee Break |
| 3:50 PM - 4:35 PM | Panel 2: Agents at Work: Rebuilding Organizational Workflow |
| 4:35 PM - 5:20 PM | Panel 3: From Sandbox to Balance Sheet: Institutional Adoption of Digital Assets |
| 5:20 PM - 5:30 PM | Closing Remarks by David Ching, CFA |
| 5:30 PM - 6:30 PM | Post-event Networking |
Venue Partner:
PANEL 1: The Alpha Machine: Investing With AI, and In It
How are the best investment teams using AI to generate alpha across equities, credit, and private markets? And is AI itself still the trade of the decade, or a capex cycle running ahead of returns? This panel covers both sides: AI as a tool in the investment process, and AI as an investment thesis across venture, primary, and secondary markets.
PANEL 2: Agents at Work: Rebuilding Organizational Workflow
AI agents are moving beyond chat interfaces into real production workflows: screening deals, drafting research, running operations, serving clients. This panel examines how organizations are deploying agents today, what efficiency gains are actually being delivered, and what it takes to get from pilot to production, illustrated with live case studies.
PANEL 3: From Sandbox to Balance Sheet: Institutional Adoption of Digital Assets
Stablecoins are licensed, tokenized funds are live, and institutional money is moving on-chain. This panel cuts through the noise to assess where real adoption stands: which institutions are using stablecoins and tokenized RWAs in production, from money market funds to private credit, what the licensing regimes in Hong Kong and the US have changed, and what remains before digital rails become mainstream financial infrastructure.
Speakers
Opening Remarks
Dr. Alvin Ho, CFA
President
CFA Society Hong Kong
Dr. Alvin Ho is an experienced investment principal with a proven track record in private equity. While dedicating time to teaching at universities, he balances managing private investment portfolios and institutional LP investing with mentoring both start-ups and established companies. In addition, he serves as a board member for listed companies and NGOs, and is a member of investment committees for various funds and platforms. Previously the legal and executive representative for local currency funds incorporated in Beijing and Chengdu, he was the Head of China for a pan-regional private equity growth fund.
As President of the Society, Alvin spearheaded key initiatives to advance industry collaboration. He curated the Society’s 30th-anniversary publication, featuring insights from 30 distinguished industry experts, and launched the flagship ‘Presidential Moment’ Series, convening global luminaries including a Nobel Laureate, top strategists, authors, and C-Suite investment executives.
Alvin holds a Ph.D. in Finance from the Shanghai University of Finance and Economics, along with master’s degrees from Tsinghua University and London Business School. He has authored three books in Chinese on the economics of sports, and served as chief editor of, and contributor to, RISE FROM CRISES, a publication of CFA Society Hong Kong.
PANEL 1: The Alpha Machine: Investing With AI, and In It
Kevin Kwan, CFA (moderator)
Head of Data Science
Bloomberg Enterprise Data
(also Vice Chair of Web3 & FinTech Sub-committee, CFA Society Hong Kong)
Kevin Kwan leads data science and quantitative modelling at Bloomberg Enterprise Data, bringing deep expertise in applying machine learning to financial data products at institutional scale. He will share perspectives on how AI agents intersect with enterprise data infrastructure, the practical realities of deploying AI in financial information services, and what investment professionals should understand about agent capabilities before adopting them.
Douglas Chan
Deputy Executive Chairman
Hong Kong Artificial Intelligence Industries Association (HKAIIA)
(also Founder and Chairman of eBroker Group Limited)
Douglas Chan is the Executive Director, Founder and Chairman of eBroker Group Limited (8036.HK), and founder of T G Securities Limited. He is responsible for formulating and overseeing the Group's overall strategic planning and R&D. He is the designer of the Group's global order management system and the principal researcher in quantitative investment. He has over 30 years of experience in the securities and derivatives industry in the United States and Hong Kong. He is a first-generation financial network computing technologist, with over 30 years of experience in ARPANET and Internet technologies, and a first-generation quantitative researcher with over 30 years of experience in the financial industry.
From 1987 to 1989, Douglas served as Vice President of Advanced Technology at The Bear Stearns Companies, Inc., introducing networked computing environments to widespread use on Wall Street. From 1989 to 1991, as Systems Development Manager at Salomon Brothers, he developed a distributed computing-based equity program trading system in the late 1980s. He later joined the quantitative strategy research group originally founded by Fischer Black (co-creator of the Black-Scholes option pricing model, which was awarded the Nobel Prize in Economics in 1997) at Goldman Sachs in 1991.
Douglas served as a member of the Hong Kong Exchanges Derivatives Market Consultative Panel from 2009 to 2015. He was awarded the Hong Kong Computer Society's Outstanding IT Achiever Awards 2008 – IT Professional Competency Award in 2009. He graduated summa cum laude with a Bachelor of Science degree in Computer Science from the State University of New York at Stony Brook in 1985, and a Master of Science degree in Computer Science from New York University in 1992.
In community service and industry development, Mr. Chan has held numerous voluntary positions. He served as a member of the HKEx Derivatives Market Consultative Panel from 2009 to 2015, and has been a member of the City University of Hong Kong Industrial and Business Leaders Circle Steering Committee since 2018. He served as District Governor of Lions Clubs International District 303 (Hong Kong & Macao, China) for 2017-18, leading over 4,000 Lions members in the region.
Michael Chan
Managing Partner
3C AGI Partners
Michael Chan is the Managing Partner of 3C AGI Partners, a venture capital firm managing a US$200 million fund dedicated to investing in early-stage AI infrastructure, including frontier innovations like space-based data centers and neuro-computers.
Michael brings over 20 years of experience across capital markets, venture capital, and investment banking. He spent over a decade in investment banking specializing in Equity Capital Markets (ECM) with institutions such as UBS, Barclays, and BOCOMI, where he priced over 80 IPOs and equity transactions across Asia and the US.
Transitioning to the operational side of technology, Michael joined SenseTime, Asia’s premier AI unicorn, where he served as head of the Capital Markets team. During his tenure, he played a central role in driving the company’s capital strategy, raising over US$4 billion across private funding rounds, executing its Hong Kong IPO, and establishing a landmark Middle East joint venture with Saudi Arabia’s Public Investment Fund (PIF).
Bryan Chik, CFA, FRM
Director, Data Science
BlackRock
Bryan Chik, Director, CFA, FRM is a data scientist within the Global Emerging Markets Equities team in BlackRock’s Fundamental Equity Group. Bryan’s primary responsibility is to incorporate alternative data and data science into the existing investment process.
Prior to joining Blackrock in July 2019, Bryan was the Head of Quantitative Research for Daiwa Capital Markets Hong Kong, leading quantitative research efforts across Asia Pacific ex Japan.
Bryan holds a MSc degree in Financial Mathematics & Statistics from HKUST and a BSc degree in Mathematics from CUHK.
Panel 2: Agents at Work: Rebuilding Organizational Workflow
Alice Wong, CFA (moderator)
Executive Director
CFA Society Hong Kong
Alice Wong serves as Executive Director and Portfolio Manager for the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team at J.P. Morgan Asset Management. Based in Hong Kong, she co-manages the Asia Pacific Equities strategy, which thoughtfully combines fundamental and quantitative research approaches.
With over 22 years of experience in the financial industry, including nearly 13 years at J.P. Morgan, Alice leads quantitative research initiatives in Asia and is a committed member of the Global Quantitative Research Council, contributing her expertise to enhance investment strategies.
Before joining J.P. Morgan in 2013, Alice was a Portfolio Analytic Manager at Fidelity, focusing on the Asia Pacific region with expertise in idea modeling, optimization, and capacity analysis. She began her career in 2005 as a Fund Accountant for Fortress in New York, working with Citco Canada.
Alice earned a Bachelor of Mathematics from the University of Waterloo and a Master of Science in Finance from both New York University Stern School of Business and Hong Kong University of Science and Technology. She is also a CFA Charterholder. She has actively volunteered with the CFA Society Hong Kong (previously The Hong Kong Society of Financial Analysts), leading the Best Research Report Competition from 2014 to 2020, and served as a Board member from 2017 to 2020.
Erik Chan
Consulting Partner
PwC Hong Kong
Erik Chan is a Partner in PwC Consulting, with extensive experience helping cross industry organisations shape and deliver enterprise AI transformation. His work spans enterprise AI strategy, generative AI investment and governance, AI-enabled finance and HR transformation, cloud and intelligent IT operating models, and technology strategy. Drawing on his strong understanding in these fields, he advises clients on translating emerging digital technologies into practical operating models, processes, and implementation roadmaps.
Tom Ho
AI Deployment Strategist and Product Lead
Wonderful
Tom Ho is Hong Kong’s first AI deployment strategist and a pioneering product leader. Currently driving the adoption of enterprise AI applications at Wonderful for the largest organizations across APAC, he brings a rich history of building global products.
Prior to his current role, Tom leveraged AI to build award-winning, globally scaled applications for Coinbase's Base network and launch a zero-to-one game featured on Chess.com. His earlier leadership includes a key role at Binance.US and spearheading retail trading products at Crypto.com.
Winnie Leung
Founder
WYNI Technology Limited
Winnie Leung is the Founder of WYNI Technology Limited. Founded in 2021, WYNI Technology is an AI-native company specializing in generative AI and AI-driven innovation. The company offers a comprehensive portfolio of AI products and digital transformation solutions tailored for both government sectors and corporate clients. Notably, their AI Agent Tool for organizational workflow automation has been listed in the Hong Kong Smart Government Innovation Lab, designed to automate transcription, summarization, and analysis of meeting audio for government departments.
Winnie is a serial tech entrepreneur with over 10 years of experience in technology, specializing in AI, machine learning, and data science. As Founder and CEO of multiple AI-driven ventures, she has led transformative projects in natural language processing, predictive analytics, and scalable AI systems for global enterprises.
Winnie is recognized as Fellow in Social Enterprise Research Academy in 2023/2024. With her passion and determination in devoting in the technology and education industry to nurture the society next generation.
Haozhe Wu
Creator of Vibe-Trading and PhD Researcher
HKU Data Intelligence Lab
Haozhe Wu is a PhD researcher at the School of Computing and Data Science, The University of Hong Kong. He works in the Data Intelligence Lab (HKUDS) on large language model agents and their application to quantitative finance, and holds a BSc in Applied Mathematics from Wuhan University.
Haozhe is the creator of Vibe-Trading, an open-source system in which AI agents operate a full investment desk — from research to execution, on PIT data with a decision-level audit trail. He released it under an MIT license in April 2026, and it has since topped GitHub's daily trending chart for Python, passed 30,000 stars, drawn more than 130 contributors worldwide, and been downloaded over 85,000 times.
PANEL 3: From Sandbox to Balance Sheet: Institutional Adoption of Digital Assets
Brooksley Kang (moderator)
Head of Digital Asset
Aletheia Capital
Brooksley Kang joins Aletheia Capital with a unique blend of traditional finance expertise and hands-on experience in digital assets. Prior to Aletheia, she spent six years at Bank of America Securities, where she led coverage of Taiwan financial companies and supported research on HK/China insurance. Most recently, Brooksley operated as an independent researcher and crypto trader, designing thematic investment strategies and achieving strong returns through rigorous fundamental, technical, and on-chain analysis.
Brooksley’s background spans global equity research, macroeconomic analysis, and technology-driven investment approaches. She holds a Bachelor of Finance from National Taiwan University and has passed CFA Level 1 exam. She is fluent in English and Mandarin and brings advanced technical skills in Python and blockchain analytics.
Evan Auyang
Group President
Animoca Brands
Evan Auyang is the Group President of Animoca Brands, a Hong Kong-based multinational blockchain technology and investment company focused on developing the digital property rights ecosystem, including play-to-earn games, non-fungible tokens (NFTs), decentralized finance (DeFi), blockchain marketplaces, infrastructure and more.
Evan is also the Chairman of the Board of Civic Exchange, a non-partisan public policy think tank. He serves as an Independent Non-Executive Director on two boards: Sun Hung Kai & Co. Ltd. and Asia Financial Holdings Limited. He is an Advisor for Our Hong Kong Foundation, and serves on the Innovation and Technology Advisory Committee of the Hong Kong Trade Development Council, the Subcommittee on Ecosystem and Infrastructure of the Task Force on Promoting Web3 Development, the Transport Policy Committee of the Chartered Institute of Logistics and Transport, the Development Fund Committee of the Hong Kong Council of Social Service, the Advisory Council for Institute at Brown for Environment and Society for Brown University, as well as the Board of Advisors of Hong Kong 2050 is Now. In addition, he is a lecturer at the Hong Kong Academy of Politics and Public Policy.
Prior to joining Animoca Brands, Evan was the Managing Director and Head of GLG International (Gerson Lehrman Group), a technology-enabled expert insight platform where he ran and grew its business spanning Europe, Middle East, Africa, and Asia-Pacific across 15 locations. Before GLG, he was the Deputy Managing Director of the Kowloon Motor Bus Co. (1933) Ltd. (“KMB”) and a board director of Transport International Holdings Limited, the parent company of KMB. Prior to joining Transport International and KMB, he was an Associate Partner at McKinsey & Company. Before that, he worked at Citigroup’s Derivatives Structuring and Marketing unit.
Evan obtained his undergraduate degree in Economics and Political Science from Brown University and his MBA degree from the Kellogg School of Management.
Marco Chung
Head of Business Development, APAC and Middle East
NYSE
Marco Chung leads sales and relationship management for equity and options trading across the Asia Pacific and Middle East regions at the New York Stock Exchange. He also oversees the exchange’s global strategy for market data products. With a strong foundation in equity derivatives structuring from his early career at major investment banks, he later held senior roles at leading providers of electronic trading solutions.
Prior to joining NYSE, Marco served as Head of Asian Markets Sales, Trading, and Market Data at the Toronto Stock Exchange (TSX).
Ethan Wang
CEO, HK
LTP
Ethan Wang has over 15 years of experience across traditional finance and digital assets. He has led initiatives in trading infrastructure, institutional partnerships, and regulatory engagement, working with regulators in HK, SG, US, UAE, and BVI.
As CEO of LTP's Hong Kong office, Ethan drives APAC expansion and policy dialogue, positioning LTP as a globally regulated leader in institutional digital assets.
Closing Remarks
David Ching, CFA
Vice President
CFA Society Hong Kong
David Ching is the Investment Director at Animoca Brands. A seasoned investor and business builder, he brings over two decades of experience spanning traditional finance and emerging technologies, with deep expertise and distinctive insights in artificial intelligence, digital assets, and energy transition.
David graduated from the University of Oxford with First Class Honours on a full scholarship, and is Honorary President of the Oxford and Cambridge Society of Hong Kong. Over his career, he has held senior roles including Chief Strategist and Portfolio Manager at leading financial institutions such as Morgan Stanley, Bank of America, Macquarie, and Polymer Capital. His exceptional track record has earned him multiple Best Analyst awards from Institutional Investor and recognition by StarMine as one of Asia’s top stock pickers.
David is a regular speaker and convener on AI adoption in financial services, agentic infrastructure, regulatory frameworks for digital assets, and the convergence of TradFi and Web3. He is committed to building the bridges — technical, regulatory, and human — that allow institutions to navigate this transition with clarity. He recently presented the same framework to a packed house at the FTAHK AI Agents Workshop co-hosted with Tencent Cloud.
David is Vice President of the CFA Society Hong Kong, and Founding Chairman of the Web3 & FinTech SubCommittee.