Overview
In a rapidly evolving industry, finance professionals are navigating complex challenges and transformative technologies. Join us for two engaging panel discussions that explore how the industry is responding to these shifts - from sustainable development in emerging markets to the use of generative AI in investment management. These conversations bring together thought leaders to share insights, spark dialogue, and explore how innovation and collaboration can drive meaningful progress across the financial landscape.
About the session
The rapid advancement of AI has ushered in a new era for financial services, transforming everything from risk management, regulatory reporting, investment analysis, to client engagement. As adoption accelerates, so do questions about responsible use, talent readiness, and regulatory approach.
This webinar brings together expert perspectives from academia, industry, and the technology world to explore how AI is reshaping the financial services industry. The HKIMR’s recent report “Financial Services in the Era of Generative AI (GenAI): Facilitating Responsible Adoption” examines the evolution of GenAI and its implications for the financial services industry regarding current adoption, future developments in Hong Kong, and strategies for risk management and talent development. Insights from this report will be complemented by CFA Institute Automation Ahead series, which examines how financial institutions are using large language models and other AI tools, and the resulting challenges in governance, workforce strategy, and ethical implementation.
The event will conclude with a panel discussion featuring perspectives from the financial services and technology industries, offering actionable takeaways for firms and professionals navigating this evolving landscape.
This webinar is worth 1 PL credit. If you are a CFA Institute member and attended live or watched the recording on your own time, you may self-report this activity in your tracker.
Speakers:
- Giorgio Valente, Head, HKIMR
- Brian Pisaneschi, CFA, Senior Investment Data Scientist, CFA Institute
- Dr. Juergen Rahmel, Head of Digital, Technology and Innovation, Chief Digital Office, HSBC HK
- Mary Leung, CFA, Senior Advisor, Research and Advocacy, Asia Pacific, CFA Institute [Moderator]