Next-Gen Finance: AI Implementations and Career Transformation
(CODE: 260127-CAX)
Date: 27 January 2026 (Tuesday)
Time: 6:30 PM - 8:00 PM (reception starts at 6:00 PM)
Venue: CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
Language: English
Enrollment Fee: HK$50 (CFA Society Hong Kong Members or Candidates) / HK$100 (Non-members)
Target Audience: Finance professionals, career switchers, and those interested in career opportunities in quants
Join us for an insightful evening exploring the practical deployment of artificial intelligence (AI) and machine-learning in the insurance and asset-management sectors, as well as actionable pathways for finance professionals seeking to transition into this rapidly evolving domain.
Event Highlights:
- Real-world case studies on the application of AI and Generative AI in insurance and quantitative investment processes
- Strategies for overcoming one of the most common implementation challenges—insufficient high-quality data—with practical solutions drawn from successfully deployed projects
- Personal accounts from both speakers on their career transitions from traditional finance and actuarial roles to leadership positions at the forefront of AI-driven digital finance
- Key factors that enabled their successful pivots, including critical skills developed, milestone projects, mindset shifts, and strategic decisions, together with practical advice for professionals contemplating or planning a similar career move into AI, data science, or digital finance
This session is tailored for anyone in finance seeking both advanced technical insights and a realistic, proven roadmap for entering AI-related roles. The event will be followed by a networking session with complimentary food and beverages, providing an excellent opportunity to engage directly with the speakers and peers active at the intersection of AI and finance!
About the Speakers
Allan Wong
Head of Actuarial GenAI
FWD
Allan Wong leads Actuarial GenAI projects and initiatives at FWD as part of the larger Digital Platforms and GenAI team. He is responsible for advancing Generative AI usage among the FWD Actuaries as well as building in-house GenAI platforms and products.
Before joining the team at FWD, Allan worked as a Product Manager for an Insurtech after having spent more than a decade in traditional actuarial roles such as modeling, pricing, and valuation.
Allan brings a unique and grounded perspective to GenAI applications in the actuarial domain. He's been a model owner, constructed a reinsurance basis, and led an engineering team to build and ship software. Most importantly, he is committed to helping his fellow actuaries cut through the hype of emerging technology to find concrete ways to use it in their work.
Rick Zhan
Portfolio Manager
Lingjun Asset Management
Rick Zhan is currently a Portfolio Manager at Lingjun Investment, one of the top Quantitative Hedge Funds in China. He manages RMB 5 billion+ in China A-shares equity funds. His team leverages machine learning, deep learning, and AI to generate excess returns for investors.
Rick previously served as Vice President of Quantitative Research at Two Sigma. Prior to that, he worked at State Street on execution research and at Sun Life in ALM and Quantitative Risk Management.
Rick holds a degree in Mathematics from the University of Waterloo and a Master’s degree in Finance from MIT. He is also a CFA charterholder and a Fellow of the Society of Actuaries.
About the Moderator
David Tsoi, CFA, CAIA, FRM, CESGA, CAMS
Head of Index Research, APAC
Nasdaq
David Tsoi is the Head of Index Research, APAC at Nasdaq, spearheading the index research efforts in the Asia-Pacific region. The team provides research and insights on Nasdaq’s entire product suite, including U.S. and global broad-based, thematic, multi-factor and option indexes.
Before joining Nasdaq, David held the position of Vice President at Global X ETFs, a thematic ETF specialist owned by Mirae Asset. He was responsible for the product development of over 20 ETFs, including the world’s first Asia green bond ETF and Hong Kong's first covered call ETFs. Prior to that, he worked in the Investment Products division of the Securities and Futures Commission (SFC), where he was involved in policy formulation for the asset management industry and product authorization, including the approval of Hong Kong’s first ESG ETF.
David holds an array of qualifications, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), Certified ESG Analyst (CESGA), and Certified Anti-Money Laundering Specialist (CAMS).
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@cfahk.org to register.
-
Remarks
- Advance registration is mandatory; walk-in participants will not be accommodated.
- Only registered participants will be admitted to and allowed to remain at the venue.
- Registration is confirmed only upon successful payment and receipt of a confirmation email. Registrations with incomplete payments or unsuccessful transactions will not be processed.
- The event fee must be paid in full before the commencement of the event. If any registration fee remains outstanding, CFA Society Hong Kong (the “Society”) reserves the right to deny entry to the event.
- To cope with the growing trend of going cashless, cash and cheque payment will not be accepted.
- If you are unable to attend, please inform the Society at your earliest convenience so that the seat may be offered to another member. Failure to attend without providing prior notice to the Society may impact your eligibility to register for or participate in future Society events.
- An administration fee of HK$50 will be charged for any cancellation of confirmed enrollment made on or before 25 January 2026 (Sunday). All cancellation requests must be made in writing and be confirmed by email from the Society. For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account.
- No refund will be given for cancellation received after 25 January 2026 (Sunday).
- Substitutions are allowed; however, non-member rate will apply if the substitute is not a CFA Society Hong Kong member. Please notify us on or before 25 January 2026 (Sunday) if you would like to arrange a substitution.
- Attendees experiencing any discomfort or flu-like symptoms are requested to refrain from attending this event.
- Attendees must comply with all venue policies, including but not limited to health and safety protocols.
- Attendees are solely responsible for their personal belongings. The Society accepts no liability for any loss or damage.
- The Society reserves the right to refuse admission or cancel the event at any time without prior notice and shall not be held liable for any loss or compensation.
- Should there be any changes to the event date or other arrangements, participants will be notified via SMS and/or email. Notices will also be posted on the Society’s website. Please stay alert for updates.
- These Terms and Conditions are subject to change at any time without prior notice.
- In the event of any dispute, the Society reserves the right of final decision.
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.
Event Photographs and Video Recordings
- 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.
