Robo-advisory in Financial Services

Date June 7, 2017 (Wednesday)
Time 1200pm - 1345pm (light lunch will be served before 1230pm)
Venue EY Hong Kong Office, 22/F CITIC Tower, 1 Tim Mei Avenue, Central, Hong Kong
[ Map ]

Robo-advisory in Financial Services

Host Dr. Michael C S Wong, Associate Professor of Finance & Director of Financial Computing Laboratory of City University of Hong Kong

Ms Yuan Li, Senior Managing Director, Yunfeng Financial Group

Yuan Li is the Head of Wealth Management and a Senior Managing Director of Yunfeng Financial Group, with around 15 years’ experience in the asset management industry. Prior to joining the Group, She was the managing director of State Street Global Advisors in Hong Kong, leading both the sales and client services team to develop and maintain business relationships with financial institutions of North Asia. Before that, Ms. Li served as an executive director of the global portfolio investment department and the private equity department at Goldman Sachs (Tokyo) and Goldman Sachs (Hong Kong). Ms. Li graduated from Tokyo Institute of Technology, and obtained a Bachelor degree in Computer Science and a Master degree in Communication Engineering.


Mr. Byron Wong, Head of Robo-Advisory of Wealth Management, Yunfeng Financial Group

Byron Wong is the Head of Robo-Advisory of Wealth Management of Yunfeng Financial Group, with over 10 years’ experience in the investment banking industry. Prior to joining the Group, Mr. Wong was the Executive Director of Goldman Sachs and one of the youngest private bankers in the division. Prior to his relocation to Asia, he was a Buy-Side Quantitative Strategist at Goldman Sachs Asset Management in New York, responsible for the mathematical and technological implementation of the $50 billion asset allocation program. Mr. Wong graduated with a 1st-class honour degree from the University of Edinburgh, majoring in Artificial Intelligence and Software Engineering, and is a Chartered Financial Analyst.


Mr. Mikaal Abdulla, CEO of 8 Securities

Mikaal is a member of Fintech Asia 100 and the co-founder and CEO of 8 Securities - Asia's first $0 commission stock trading and robo-advisor service. Prior to starting his company, he led E*Trade Asia. He holds an MBA from both Columbia University and the London Business School.