Are AI and big data programs a nightmare or a helpful guide? Listen to a panel of experts who have firsthand deployment experience at leading firms.

Topics: Fintech

Hosted by CFA Institute


We now often hear in the media that AI development has disappointed. The pandemic has presented AI and big data programs with a unique challenge.

What’s the reality on the front lines? Have AI and big data programs been a nightmare for investors or a helpful guide through the pandemic? How are investors coping with the challenges of adopting AI?

Larry Cao, CFA, author of the research report “AI Pioneers in Investment Management,” and AI experts from leading financial institutions will share with an online audience their perspectives on these and many more issues.

1 PL

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

About the Speaker(s)

Larry Cao
Larry Cao CFA

Larry Cao, CFA, is senior director of industry research at CFA Institute. He conducts original research with a focus on investment industry trends and investment expertise. Mr. Cao’s current research interests include multi-asset strategies and fintech. He frequently speaks at industry conferences on these topics and has more than 20 years of experience in the investment industry. Mr. Cao started his career at the People’s Bank of China as a US dollar fixed-income portfolio manager. He has worked at HSBC as senior manager for the Asia-Pacific region; Munder Capital Management, managing US and international equity portfolios; and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Mr. Cao has been interviewed by a wide range of business media, including Bloomberg, CNN, the Financial Times, South China Morning Post, and the Wall Street Journal. He pursued graduate studies at Harvard University and was a visiting scholar at MIT.

David wang
David Wang CFA

David Wang, CFA is the managing director at State Street Corporation, where he is responsible for artificial intelligence and financial modeling at State Street where he built artificial intelligence, machine learning, financial engineering and quantitative modeling capability to explore and deliver product and service from front office to back office globally. David has 20 years of experience in investment management industry with responsibilities of portfolio management, trading, modeling, analytics, risk management, financial technologies, and merges and acquisitions. David was Managing Director, Director, and Project Manager at Copula Capital, Fidelity Investments, Western Asset Management, and State Street in United States.

David received his PhD in Computing Engineering, MS in Computer Science from University of Massachusetts Dartmouth. He holds MBA in Entrepreneurship from Babson College. He earned BS in Electronic Engineering from University of Electronic Science and Technology of China. Additionally, he holds Charted Financial Analyst certification. He is author of numerous publications and holds three pending patents in AI.

Mark Ainsworth
Mark Ainsworth

Mark Ainsworth is Head of Data Insights & Analytics at Schroders. His team, the Data Insights Unit, harnesses Data Science to provide new insights from Alternative Data and improve the efficiency and quality of investment decisions to give Schroders an “information edge” over its competitors. Previously, he was recruited by the McLaren Racing Formula 1 team as a race strategy analyst. Mr. Ainsworth has also worked at Tesco, initially reporting on trade performance and analysing customer spending behaviour and later heading up the analytics team in the site location planning function. In addition, he has served as chief technology officer of Talent Innovations, a startup selling online 360-degree feedback software. Mr. Ainsworth has also worked at Telefonica Digital, serving as head of analytics of Smart Steps, the firm’s big data monetisation division. He earned a BA (Hons) in Experimental Psychology from the University of Oxford and an MSc in Operational Research.

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