Applications of AI and LLM on Investment
(CODE: 241120-CAX)
Date: 20 November 2024 (Wednesday)
Time: 12:30 PM – 1:30 PM
Venue: CFA Society Hong Kong, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
In this informative seminar and panel discussion, we delve into the dynamic intersection of artificial intelligence (AI) and large language models (LLM), exploring how these evolving trends in technology and the increasing data requirements are reshaping the investment landscape. The event aims to bridge the gap between theoretical concepts and practical implementation, providing invaluable insights into acquiring AI technologies for investment purposes.
The pace of AI implementation in trading and finance in the Asia-Pacific region, compared to other international markets, has been trying to catch up in recent years. We will address the challenges and opportunities encountered by organizations in leveraging AI technologies for investment practices, offering a platform to discuss strategies for overcoming barriers and accelerating the adoption of AI in finance.
Participants will also gain valuable insights into the complete journey from raw data to tech applications, understanding the essential features of high-quality data for effective data extraction and analysis, as well as the pivotal role of cloud technology in supporting AI-driven investment solutions.
(Sandwiches and drinks will be served at the event.)
Target audience: all members and non-members
Language: English
Registration Fee: HK$100 (Members) / HK$300 (Non-members)
About the Speakers
Chief Investment Officer | Head of AI Strategies
Microbit Capital Management
Dr. Seth Huang is the Chief Investment Officer (CIO) and Head of AI Strategies at MicroBit Capital, with notable expertise in AI research, quantitative finance, and fund management spanning over 15 years. As a quant investor and an A.I. research lead, he developed and leveraged his proprietary framework, significantly contributing to the company’s portfolio performance. His previous roles included the chief partner at CQM Capital, founder of Aris Capital, the director of an AI research center at Huawei Technology as well as being a professor and a director at Hong Kong University of Science and Technology and Shanghai Advanced Institute of Finance at Shanghai Jiaotong University. He received his master’s degree and Ph.D. in quantitative finance from Cornell University.
Director
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.
Global Head of Data Science, Enterprise Data
Bloomberg
Kevin leads the quant and data science solution developments at Bloomberg Enterprise Data. His team designs and develops proof-of-concept models and visualizations to extract insights from data using cutting-edge data science, AI and machine learning techniques. Kevin has over 10 years of experience applying quant and data science techniques in investment processes.
Kevin is a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) Charterholder, and holds Bachelor’s and Master’s degrees in Aerospace Engineering from Purdue University.
CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon. Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates. Please contact CFA Society Hong Kong at events@cfahk.org to register.
Remarks
- Registration is required and no walk-in will be accommodated.
- If you have any discomfort or flu symptoms, please refrain from attending the event.
- Only registered participants are allowed to stay and attend the event.
- Registrations should be paid in full before the commencement of the activity. CFA Society Hong Kong (the “Society”) reserves the right to decline entrance to the activity for any unpaid registrations or registrations in doubt.
- Registrations are successful only upon confirmation of receipt of payments.
- The Society does not accept cash or cheque payments. Please ensure the online payment is successfully completed in order to secure the registration.
- The full amount of registration fee will still be charged for no show or enrolment made after 18th November 2024 (Monday).
- An additional administrative charge of HK$50 will be charged for participants who register on the event day.
- For any cancellation of confirmed enrolment on or before 18th November 2024 (Monday), an administration fee of HK$50 plus 50% of the registration fee will be forfeited. All cancellation requests must be made in writing and be confirmed by email from the Society.
- A refund of the registration fee (after deducting HK$50 administration fee and 50% forfeiture) will be given for cancellation received on/before 18th November 2024 (Monday).
- For payment made by credit card, a refund will be handled through the card-issuing bank. Please allow 4 to 6 weeks for processing. The amount will be refunded to the credit card used for payment.
- No refund will be given for cancellation received after 18th November 2024 (Monday).
- Substitutions are allowed and please notify us no later than 18th November 2024 (Monday) if such an arrangement is required. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.
- The event organizers reserve the right to change the format or date of the event due to unforeseen circumstances without prior notice.
- The CFA Societies Global Passport Program is applicable to this event. Please click here for details.
- The event will be conducted in English.
- Please take good care of your personal belongings when attending the event. The Society shall not be responsible for any loss of personal property.
- For attendance-taking purposes, participants’ names and company names (if any) may be given to the speakers of this event.
- Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email. Notices will also be posted on the Society’s website. Please stay alert with our notifications.
- In the event of any disputes, the Society reserves the right of final decision.
- The above Terms and Conditions are subject to change without prior notice.
Personal Information Collection Statement
- Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.
- CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
- The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
