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

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