Smart Investment
By Prof. Sabrina LIN (Moderator)
Vice-President for Institutional Advancement

By Prof. Rong ZHENG
Associate Professor, Department of Information Systems, Business Statistics and Operations Management

By Dr. Don HUANG
Co-founder and Head of Quantitative Research at AQUMON

By Prof. WANG Yang
Dean of Science and Chair Professor, Department of Mathematics

Date: 20 May 2019
Time: 12:30 pm - 2:00 pm
Venue: HKUST Business School Central
15/F, Hong Kong Club Building,
3A Chater Road, Central, Hong Kong
Enquires: Ms Angela Cheng
2358 5019 / sfl@ust.hk


Details
Treasure Hunt: Discover Value from Financial Documents

by Prof. Rong ZHENG

In order to meet the reporting compliance set by the international exchange markets, financial market is increasingly flooded with company disclosure documents, analyst reports, data, news and rumors – how can investors stay focus in this tangle of information and make smart investment decisions? Prof. Zheng will introduce his research of forecasting a company's performance by machine learning. He extracts, processes and quantifies information from financial reports and company conference calls by machine learning and market responses. The result and analysis that found is beyond our expectation.  

 

The AI Era: Investing with Algorithms

by Dr. Don HUANG

Artificial Intelligence (AI) and automation techniques are shaping the wealth management industry. By analyzing more comprehensive data sets and utilizing algorithms to tailor solutions to investors' needs more efficiently, assets managers can help their clients to invest more smartly and at a lower cost. With mounting pressure for financial institutions to reduce their commission rates, one of the hottest trends to emerge in recent years is the use of robo-advisors – algorithm-based investment platforms that automatically manage investors' portfolios with minimal human intervention.

 

Can Mathematics Clarify Mysteries in Art & Literature?

by Prof. WANG Yang

Classical art pieces and literatures are proven investment tools with good returns.  But how can we know that art piece is the original? Mathematicians are also interested in this problem and eager to solve it. They estimate the age of an art piece by analyzing the artist's creative style with Mathematics Forensics and Stylometry which combines research of machine learning and randomization theory. Prof. Wang, a specialist in this area, will tell us how mathematics help settling down debates – and perhaps other potential arguments in the future.

 

Speaker Profile
Prof. Sabrina LIN (Moderator)
Vice-President for Institutional Advancement

Prof. Sabrina LIN was appointed as Vice-President for Institutional Advancement in 2017. Prior to joining HKUST, Prof. Lin held a number of senior executive positions in several notable IT conglomerates, including Cisco Systems and Hewlett-Packard. She was also co-founder of two start-up companies in Silicon Valley, one of which focused on commercialization of educational research, and another which provided professional information and services to enhance personal, social and business effectiveness. A native of Hong Kong, Prof. Lin holds a master’s degree in statistics and a doctorate in psychology, both from Stanford University.
Prof. Rong ZHENG
Associate Professor, Department of Information Systems, Business Statistics and Operations Management

Professor Zheng joined HKUST in 2009 after completing his PhD in Information Systems from the Stern School of Business at New York University. His general research interest is applying artificial intelligence to financial and marketing applications. He has published his research in top academic journals including the Accounting Review, Management Science and Information System Research. Prof. Zheng has taught various MBA and Executive education programs and is also a consultant to a leading quantitative trading company in China.
Dr. Don HUANG
Co-founder and Head of Quantitative Research at AQUMON

Dr. Huang is Co-founder and Head of Quantitative Research at AQUMON, a HK-based fintech startup providing digital wealth management. As an expert in financial mathematics, Dr. Huang graduated from HKUST in 2014 where he did research in financial mathematics, stochastic control and probability theory field. He was a research scholar and lecturer at HKUST in 2015 – 2016 and published several papers in top international academic journals. He now leads the AQUMON quantitative team in developing and applying Artificial Intelligence techniques in asset management.
Prof. WANG Yang
Dean of Science and Chair Professor, Department of Mathematics

An internationally-respected mathematician and former program director at the US National Science Foundation, Professor Wang is now Dean of Science and Chair Professor of Mathematics at HKUST, where his research includes applied harmonic analysis, signal processing, fractal geometry and the application of machine learning to practical applications. He has published well over 100 papers on these topics and is Co-Editor-in-Chief of the journal "Mathematics, Computation and Geometry of Data". Prof. Wang is a strong believer in university-industry collaboration for innovation and was a founding member of the Big Data Institute of HKUST, of which he is currently Associate Director.
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