Advocacy Talking Points 7 November 2023
Unleashing the Power of AI: Exploring Data Science for Investment Professionals
Webinar PresentationDownload PDF
What exactly constitutes artificial intelligence (AI)? In an era where data-driven decision-making is paramount, how are A (Algo), B (Big data), and C (Computing power) influencing our business?
In this webinar, Charles Cheung, PhD, solutions architect manager and deputy director, AI Technology Center of Nvidia and Ginny Wong, PhD, data scientist of Nvidia, share their insight on the evolving AI landscape and to explain how AI is affecting the finance and investment industry from business operations and investment decision-making point of views.
Meanwhile, Dr. Alan Lok, CFA, director of education content development, CFA Institute APAC, introduces the CFA Institute Data Science for Investment Professionals Certificate, which aims to equip candidates with knowledge on the use of AI and machine learning in the investment process and enables them to develop in-demand skills for jobs at the intersection of data science and investment management.
About the Author(s)
Charles Cheung is a deep learning solution architect at NVIDIA. Before joining NVIDIA, He was a technical manager in a R&D center to lead the machine vision team to develop different solution such as defect inspection, 3D reconstruction and 3D recognition for different industries. He received his PhD in Hong Kong Baptist University in applied mathematics focusing on numerical analysis for partial differential equation and meshless collocation method.
Ginny Wong is a data scientist at NVIDIA. Before joining NVIDIA, she was a data scientist in a bank developing NLP models on a cloud platform and delivering MLOps solutions for regulatory management. Prior to that, she worked in a manufacturing company developing automation systems on semiconductor assembly machines. Ginny received her Ph.D. in Electronic and Information Engineering at Hong Kong Polytechnic University, focusing on machine learning and bioinformatics.
Dr Lok is responsible for nurturing ethics trainers, producing ethics bite-size media as well as facilitating member societies to promote ethical behavior in their local capital markets. In his role, Dr Lok works with member societies to advance awareness and adoption of CFA Institute ethics and standards, as well as policy positions on ethical conduct and culture related issues. This involves outreach to local stakeholders, including the industry, financial regulator, and the public across the APAC markets. Dr Lok also manages ethics related content and events together with societies leaders as well as facilitating their outreach activities on the Asia-Pacific Research Exchange (ARX) post publication.
Dr Lok joined CFA Institute in February 2014 as the Director of Capital Markets Policy in the Standards & Advocacy Division (APAC) before moving to the role of Director, Society Advocacy Engagement (APAC) in January 2017. In that role, Dr Lok has built up close relationships with society leaders and volunteers in the APAC region. Dr Lok was also responsible for directing the establishment of the Asia-Pacific Research Exchange (ARX). Over the years, he co-authored two monographs on portfolio pumping and market manipulation, submitted numerous regulatory consultation papers, written many blogs & articles and supported the Singapore Society in their Industry Research series in the Singapore Business Times.
During the decade prior to joining CFA Institute, Dr Lok was the senior investment manager of a Chinese solar-energy conglomerate and worked as both a buy and sell-side research analyst in Singapore. Dr Lok also served as the Adjunct head of two modules in Nanyang Technological University (南阳理工学院) as well as the module leaders for various universities in Hong Kong SAR, Mainland China, and Singapore.
Dr Lok graduated with a degree in Electrical & Electronic Engineering from the Nanyang Technological University in Singapore in 2003. Subsequently, he went on to read his MBA at the University of Manchester in 2013. He obtained the FRM certification from the Global Association of Risk Professionals in 2007 and was subsequently awarded the CFA certification from the CFA Institute in 2008. Dr Lok was recently awarded a doctorate degree from the University of Middlesex, London in 2021. His latest publication was a co-authorship with ACCA entitled “21 Sector Analysis: A Questioning Framework for Investors”.