概要

AI is expanding the possibilities of investment research—from analysing financial statements and corporate disclosures to generating scenarios, detecting risks, and automating research workflows. But where does AI add the most value, and where does human judgment remain essential?

Join HKSI Institute and CFA Society Hong Kong for an insightful panel discussion on The Future of Investment Research with AI.

Bringing together perspectives from investment management, financial technology, and academia, this panel will explore practical applications of AI across the investment research process. The discussion will examine how investment professionals can combine AI’s speed and analytical capabilities with human experience, contextual understanding, and critical judgment. Panellists will also consider the limitations of AI-generated research, the importance of validating evidence, and the responsibility of investment professionals for the conclusions they draw.

Event Details

Date: Tuesday, 8 December 2026
Time: 6:30pm – 8:30pm (Registration starts at 6:00pm)
Venue: CFA Society Hong Kong Office, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
Language: English

Jointly hosted by: HKSI Institute Young Professionals Club | CFA Society Hong Kong
Supporting Organisation: Private Wealth Management Association
Fee: HKD100 (Members only)
Quota: 25
CPT: 1 SFC CPT hour

Discussion Themes

• Deep fundamental analysis: Using AI to analyse financial and operational data, interpret filings and earnings-call transcripts, identify potential forensic red flags, and process alternative data.
• Management quality and governance: Assessing executive track records and past decisions, screening litigation and controversies, analysing compensation structures, and evaluating disclosure quality and transparency.
• Scenario generation and analysis: Exploring scenario trees, game theory simulations, and large-scale Monte Carlo analysis to examine possible outcomes and challenge investment assumptions.
• Emerging applications and research workflows: Applying AI to idea generation, hypothesis testing, portfolio monitoring, risk flagging, anomaly detection, and research workflow automation.
• The role of human judgment: Deciding which questions to ask, testing the reliability of AI outputs, interpreting conflicting evidence, and translating analysis into investment decisions.

Panellists (in alphabetical order of surname)

• Mr David CHING, CFA
  Vice President, Chair of the Web3 & FinTech Sub-Committee, CFA Society Hong Kong
• Mr B J FEI
  CEO, Hong Kong Value Simplex Technology (AlphaEngine)
• Professor Kai Wai HUI
  Professor of Accounting and Law, HKU
  Program Director, Master of Accounting, HKU Business School

Moderator

• Mr Ronald CHAN, CFA, TEP  
  Portfolio Manager and Head of Investment Research, YSO Capital Management
  Young Professional Club Councillor, HKSI Institute

Participants will gain a practical understanding of where AI can strengthen investment research, how to assess its outputs critically, and how to combine these tools with disciplined human judgment. The event will conclude with a networking session with light refreshments, offering participants an opportunity to connect and exchange views with fellow industry young professionals.

Places are limited and available on a first-come, first-served basis. Please register by Friday, 20 November 2026.

If you have any enquiries, please email us at [email protected].

Important Notes:

• No refunds will be arranged upon registration.
• No walk-ins will be permitted.
• Participants will be granted CPT hours based on their attendance records and are required to attend the entire event, including the question-and-answer session.
• Participants have to present the assigned QR code and/or a valid photo identification document for clock in and out procedures. The HKSI Institute has the right to deny any participant who cannot provide the required valid QR code and/or the photo identification document from attending the event.
• The HKSI Institute and the event organiser reserve the right to change the date, venue, or event format due to unforeseen circumstances.