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Inside a Robo-Advisor [Complete] Event Code: 190417G1
Date 17-Apr-2019
Time 7:00 p.m. - 8:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Kenneth Shih
Head of Sales and Marketing

Ms. Samuel He
Wealth Management Group, AQUMON
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$150.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
Remarks CFA Societies Global Passport Program Eligible 
# CFA Candidate(s) for Year 2018/19 only.
- Snacks and soft drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- Language: English

Event Details Add to Calendar

HKSFA is pleased to welcome Mr. Kenneth Shih, Head of Sales and Marketing at AQUMON and Ms. Samuel He, Wealth Management Group at AQUMON to present at our event on the topic “Inside a Robo-Advisor”. They are going to cover the following topics in the presentation:

What is a robo-advisor
A brief history of the rise of robo-advisory
Market outlook and competitive landscape in the US and in Hong Kong
Case studies of robo-advisory adoption in financial institutions and retail market
  1. For individual clients
  2. For banks and brokerages
  3. For fund houses

About the speakers
Mr. Kenneth Shih
Head of Sales and Marketing

Mr. Kenneth Shih is Head of Sales and Marketing at AQUMON, a leading Artificial Intelligence-based Robo Advisor in Hong Kong. He has a collective 14-years of financial industry experience in Hong Kong and the United States. Prior to AQUMON, Ken was a Director of Investment Content and an Alternative Investment Sales strategizing sales and marketing financial solutions to UBS' and HSBC's wealth management clients in Hong Kong. In the United States, Ken was a Quantitative Risk Analyst for multi-strategy hedge fund Ramius LLC. Ken graduated with a bachelor's degree in Economics from the University of Wisconsin-Madison.
Ms. Samuel He
Wealth Management Group, AQUMON

Ms. Samuel He joined AQUMON during its early days after graduating Summa Cum Laude from the Hong Kong University of Science and Technology, holding a degree in Mathematics and Economics. She currently focuses on client-driven product development, brand awareness, and growth strategies.

Rating - General
Material presented will be basic and of interest to a general audience having no background in the area. 

CFA Societies Global Passport Program

HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at to register.