From Equity to Crypto: How Generative AI Can Impact the Investment Industry

(CODE: 241220-CAX)

Date: 20 December 2024 (Friday)
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

As Generative AI and Large Language Models (LLMs) continue to revolutionize investment analysis across various asset classes — from equities and bonds to commodities and cryptocurrencies — the investment landscape is rapidly evolving. We are honored to feature one of Hong Kong’s leading AI investment experts: the CEO of Arbor and the developer of a cutting-edge investment chatbot that has outperformed benchmarks. He will share his insights with financial professionals eager to explore the profound implications of Generative AI within the investment sector.

Seminar highlights:

• Generative AI’s Transformative Role in Finance: Discover how AI-driven tools are redefining the interpretation of complex financial data, providing professionals with a competitive edge in today’s dynamic markets.
• Practical Applications in Investment Analysis: Learn how to seamlessly integrate Generative AI into your investment workflows to identify emerging trends, manage risks effectively, and optimize your investment strategies for maximum performance.
• Advanced Risk Mitigation Techniques: Gain insights into AI-powered strategies that minimize risks and enhance confidence in your decision-making processes, ensuring robust and resilient investment portfolios.

This seminar is meticulously crafted to keep you at the forefront of Generative AI advancements within the investment industry. Don’t miss this unique opportunity to engage with cutting-edge tools and strategies that will shape the future of finance.

Register now to secure your spot and kickstart 2025 with actionable, AI-driven insights that will elevate your investment acumen!

(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

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 December 2024 (Wednesday).
• 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 December 2024 (Wednesday), 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 December 2024 (Wednesday).
• 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 December 2024 (Wednesday).
• Substitutions are allowed and please notify us no later than 18th December 2024 (Wednesday) 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.