Investing into AI Infrastructure
CPT/CE Eligibility (A Recognized CPT Provider)
| CPT hour(s) | TBC |
| PL (CE) hour(s) | TBC |
| RBV CPD hour(s) | TBC |
As artificial intelligence transitions from software experimentation to institutional deployment, capital allocation strategies are undergoing a fundamental shift. CFA Society Hong Kong invites members to join an in-depth session, hosted at Oracle's Hong Kong office at Lee Garden Three, with Esther Wong, Founder & CEO of 3C AGI Partners, for a grounded evaluation of the AI landscape through a venture capital and institutional lens. Moving past consumer-facing hype, this session will focus on the hard-tech foundational layer, technical due diligence frameworks, and actionable investment opportunities across AI infrastructure.
Key Discussion Points:
- AI Hype vs. Fundamental Value: Distinguishing speculative market hype from long-term, commercialized value creation across the current AI landscape.
- Why Infrastructure? Understanding why physical compute capacity, inference platforms, and foundational technologies represent the most defensible value-capture layers in the AI ecosystem.
- Challenges in AI Investing: Navigating the primary friction points of deep-tech investing, including rigorous technical due diligence, rapid technological obsolescence, high capital intensity, and execution risks.
- Emerging Investment Opportunities: Identifying high-conviction areas across next-generation hardware, alternative energy solutions, and novel data center architectures powering the future of AI.
About the Speaker
Ms. Esther Wong
Founder and CEO
3C AGI Partners
Esther Wong is the founder and CEO of 3C AGI Partners, an AI infrastructure focused VC/incubator; from data center in space to inference hardware, the fund is committed to reimaging the infrastructure and foundational technologies that will drive AI growth for decades to come. Under Esther’s leadership, 3C is the one of the VCs in the Nvidia Global VC Alliance, a testament to her expertise and credibility.
Before establishing 3C AGI Partners, Esther was a founding member of SenseTime, one of China’s largest AI software companies. She forged the strategic investment and capital markets team, raising over USD 6 billion and spearheading investments and global collaborations with key industry partners.
Esther received her MBA from The University of Chicago Booth School of Business, she also serves on the boards of the Greater Bay Area Homeland Youth Community Foundation and Junior Achievement Hong Kong.
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 event. 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@cfasocietyhongkong.org to register.
Remarks
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