This seminar will focus on issues covered in the report - Investment Professional of the Future published by CFA Institute.

Hosted by CFA Society Japan

Time: 18:30-20:00

Part 1: 18:30-19:15  Investment Professional of the Future

Part 2: 19:15-20:00  AI Pioneers in Investment Management: How are they using the latest AI and big data techniques to solve core investment problems?

Language: English


Investment Professional of the Future (

CFA Institute has recently concluded and launched the Investment Professional of the Future report. The report authored by Larry Cao, Rebecca Fender, Bob Stammers and Roger Urwin draws from a global survey of members and candidates and inputs from industry roundtables organized around the world and considers how investment industry roles, skills and careers and the organizational context are shaping the investment professional of the future.

Larry's talk will focus on the following issues covered in the report

How are advances in technology affecting the roles and skills required in investment management?
How is the current FinTech development different and what is the best way for investment professionals to respond?
What unique opportunities are we seeing in the Asia Pacific region and, in particular, China and India?

AI Pioneers in Investment Management: How are they using the latest AI and big data techniques to solve core investment problems?
CFA Institute will launch the AI Pioneers in Investment Management report in October 2019.  The report seeks to identify high impact applications of AI and big data in investments and best practice in their implementation. Based on a global survey CFA Institute in early 2019 and about 40 interviews with practitioners in the spring and summer of 2019, we address the following issues in the report

·        What AI and big data techniques have been the most helpful in enhancing the investment process?

·        What are the hurdles that prevent the industry from adopting AI and big data techniques more broadly?

·        What are some of the best practices in organizational and operational approaches in making change happen?

We also selected 11 cases from the interviews as illustrations of the trends discussed above. The case contributors come from all three regions (Americas, APAC and EMEA), four business lines (stocks, bonds, asset allocation and hedge funds), and firms of various sizes and at different levels of sophistication in using AI and big data. There is one thing in common, all teams discussed in the cases are using AI and big data in live production mode to enhance their core investment processes. All teams described in the cases also shared their organizational approaches to making the changes happen.

1.5 CE

CFA Institute members can claim CE credit by providing their CFA Institute ID number when registering.


Larry Cao
Larry Cao CFA

Larry Cao, CFA, senior director of industry research, CFA Institute, conducts original research with a focus on the investment industry trends and investment expertise. His current research interests include multi-asset strategies and FinTech (including AI, big data, and blockchain). He has led the development of such popular publications as FinTech 2017: China, Asia and Beyond, FinTech 2018: The Asia Pacific Edition, and Multi-Asset Strategies: The Future of Investment Management, and is a frequent speaker at industry conferences on these topics. During his time in Boston, pursuing graduate studies at Harvard and as a visiting scholar at MIT, he also co-authored a research paper with Nobel laureate Franco Modigliani that was published in the Journal of Economic Literature by American Economic Association. Larry has more than 20 years of experience in the investment industry. Prior to joining CFA Institute, Larry worked at HSBC as senior manager for the Asia Pacific region. He started his career at the People’s Bank of China as a USD fixed-income portfolio manager. He also worked for US asset managers Munder Capital Management, managing US and international equity portfolios, and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Larry has been interviewed by a wide range of business media, such as Bloomberg, CNN, the Financial Times, South China Morning Post and the Wall Street Journal.





Room1-2, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo

(For those who take the subways to come: From Tokyo Metro Otemachi Station, please use the passageway directly connecting to the first basement floor of the building. Then take the South Elevator from the first basement floor or the first floor to the fifth floor.

For those who come from the surface street: Please enter the SouthTower, Otemachi Financial City from FINE TOKYO Entrance that is across the street of Sankei Building. Then take the South Elevator from the first floor to the fifth floor.)


Group Price
CFA Japan Members, CFA Members of other societies, Associate Members, Professional Members JPY 0
Candidates JPY 2000
Non-members JPY 3000

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