The Role Of AI In Asset Management

The role of AI in Asset Management

In this Seminar, Dr. Ma will present a few of the latest outcomes achieved through the application of AI in asset management. For predictive AI, quantamental models with AI have been applied in a public fund. While the results are promising, it remains challenging to incorporate all risk factors. For generative AI, Large Language Models (LLM) have been used to assist and streamline algo trading strategies selection and deployment. Dr. Ma will showcase a prototype model to illustrate its potential applications and associated challenges.

Speaker:
Dr. Alfred Ma, Managing Director, CASH Algo Finance Group

Moderator:
Prof. CK Chan
Programme Director, MSc FinTech, Faculty of Engineering
Professor of Practice in FinTech
Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy

Date : 16 April 2024 (Tue)

Time : 5:30 - 6:15 p.m.

Language : English

Venue : Emerald Room, CUHK Business School Town Centre
(Unit B, 1/F, Bank of America Tower, 12 Harcourt Road, Central, Hong Kong)

About the Speaker :

Dr. Alfred MA is a FinTech practitioner and researcher. He holds a PhD in Operations Research from Columbia University, and an MPhil and BSc in Mathematics from the Chinese University of Hong Kong. He is a CFA charter holder, Professional Risk Manager (PRM), Associate of Society of Actuaries (ASA), and Chartered Engineer (CEng). He has more than 5 years of full-time and part-time teaching experience in quantitative finance area in the Chinese University of Hong Kong, Hong Kong University of Science and Technology, City University of Hong Kong and Lingnan University. He has published more than 20 articles in peer-reviewed journals including Journal of Computational Finance, Journal of Financial Data Science, and Journal of Trading.

Alfred is now a managing director in CASH Algo Finance Group (CAFG) which started the first algo trading strategy in 2009 and officially entered the FinTech space at HKSTP in 2016. CAFG obtained the various FinTech awards including Fintech of the year 2018 (start up) by etnet. It managed funds both in Hong Kong and China. CAFG has also been training new algo trading strategists in Hong Kong and organized two times inter-university algo trading competition with participants from top universities in both Hong Kong and China including Peking University, Tsinghua University, and Fudan University.

Learn More About Fintech Seminar Series

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CONTACT US

Phone: (852) 3943 7425 Email: apib@cuhk.edu.hk

FINTECH SERIES

The CUHK FinTech Seminar Series is co-organized by the CEFAR Academy and the Asia-Pacific Institute of Business (APIB). Industry practitioners are invited to campus to share their areas of expertise. We see the advantage of bringing together the academia and industry experts, providing a platform to carry out fruitful and productive discussions, encourage the exchange of ideas and promote future collaboration opportunities. CUHK students may also widen their exposure and receive some enlightenment in their career development.

Date	Details
19 March 2024 (Tue)	Topic: FinTech Seminar Series - Emerging Market Trends In Digital Asset Applications Speaker : Mr. Robert Lui, Hong Kong Digital Asset Leader, Capital Market Services Group Hong Kong Offering Services Leader, and Audit & Assurance Partner of Deloitte China, Deloitte Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
27 February 2024 (Tue)	Topic: FinTech Seminar Series - Innovation In Asset Management Speaker : Ms. Brit BLAKENEY, SVP, Digital Strategy & Wealth Management – Asia, Franklin Templeton. Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
30 January 2024 (Tue)	Topic: FinTech Seminar Series - Innovative Banking Solution To Meet SME Customers Need Speaker : Mr. John Wong, Managing Director, Head of Global Payments Solutions, Hang Seng Bank. Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
5 December 2023 (Tue)	Topic: FinTech Seminar Series - Reshaping The Finance Industry With Pioneering AI Applications Speaker : Mr. Derrick Loi, General Manager for International Business, Digital Technologies in Ant Group. Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
14 November 2023 (Tue)	Topic: FinTech Seminar Series - Leveraging Data In Financial Market Transparency And Investment Decisions Speaker : Ms Emily Chan, Bloomberg Analytics Moderator: Prof. Kyson Ho Associate Professor of Practice Centre for Financial Engineering, The Chinese University of Hong Kong Event Highlights
4 October 2023 (Wed)	Topic: FinTech Seminar Series - The Role Of AI In ESG Practices Speaker : Dr. Rajeev CHIB, Asia Pacific –CAO Financial Institutions Sales & Solutions, Citigroup Global Markets Asia Limited Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
23 May 2023 (Tue)	Topic: FinTech Seminar Series - Data Collaboration And Governance Speaker : Ms. Charlotte Wong, Managing Director, Chief Information Officer Hong Kong, The Hongkong and Shanghai Banking Corporation Limited Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
18 April 2023 (Tue)	Topic: FinTech Seminar Series - Application of Technology on Sovereign Credit Assessment Speaker : Mr. Dan Chan, Director, Product Specialist Group (PSG), Fitch Solutions Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
14 March 2023 (Tue)	Topic: FinTech Seminar Series - Capturing the Future of Virtual Assets Speaker : Mr. Robert Lui, Hong Kong Digital Asset Leader and Audit & Assurance Partner Deloitte China Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
7 February 2023 (Tue)	Topic: Sustainability initiatives: Challenges around Operational resilience, Cloud and ESG implementation Speaker : Dr. Rajeev Chib, Asia Pacific – CAO Financial Institutions Sales & Solutions, Citigroup Global Markets Asia Limited Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
17 January 2023 (Tue)	Topic: Riding on Digital Innovation to Achieving Winning Position Speaker : Ms. Jennifer Tan, Chief Executive, Alipay Financial Services (HK) Limited; and Executive Vice President – Strategy Development and Government Affairs, GBA of Ant Group Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
7 December 2022 (Wed)	Topic: Fintech In Algo Trading And Asset Management Speaker : Dr. Alfred Ma, Managing Director, CASH Algo Finance Group Moderator: Prof. CK Chan Programme Director, MSc FinTech, Faculty of Engineering Professor of Practice in FinTech Secretary, CUHK Engineering FinTech Applied Research (CEFAR) Academy Event Highlights
19 July 2022 (Tue)	Topic: Fintech-Banking Collaboration Using Open API - A Glimpse At Mainland And Hong Kong Panellists : Mr. Terry Chan, Senior Manager, Hong Kong Monetary Authority (HKMA) Mr. Alan Cheung, Senior Director, Applied Science and Technology Research Institute (ASTRI) Mr. Andrew Lim, Head of IT, Hang Seng China Moderator: Prof. Raymond Tsang, Associate Professor of Practice / Career Advisor., Centre for Financial Engineering, CUHK Event Highlights
17 May 2022 (Tue)	Topic: How to make reading data less terrible - a beginner's guide to leveraging financial data for decision making Speaker : Ms. Emily Chan, Solution Specialist, Bloomberg Event Highlights
19 April 2022 (Tue)	Topic: Future Of Money – How Web3, FinTech And Tokens Are Re-Inventing The World Speaker : Mr. Peter Dingle, Ecosystem and Partnerships lead, Venture Investment, Asset Management Group Asia, HSBC Event Highlights
15 March 2022 (Tue)	Topic: The Impact Of Technology On The Credit Rating Industry Speaker : Mr. Dan Chan, Director, Product Specialist Group, Fitch Solutions Event Highlights
15 February 2022 (Tue)	Topic: A Glimpse At FinTech 2025 Speaker : Mr. Nelson Chow, Chief Fintech Officer, Fintech Facilitation Office, Hong Kong Monetary Authority Event Highlights
18 January 2022 (Tue)	Topic: Financial Technology And The Evolving Landscape Of Banking Speaker : Dr. Rajeev CHIB, Asia Pacific – COO Financial Institutions Sales & Solutions, Citigroup Global Markets Asia Limited Event Highlights

Contact Us

Ms. Sherry Lui

Phone: (852) 3943 7425
Email: apib@cuhk.edu.hk