Events

AI and Finance Talk at SAIF

March 2024 - Shanghai Advanced Institute of Finance

Key takeaways from our talk at SAIF on AI and Finance:

From Foundation Models to Agentic AI

The evolution from OpenAI and Anthropic to Gemini shows AI isn't just about answering questions anymore — it's about taking action. Agent frameworks like LangGraph and CrewAI are enabling AI to become real collaborators in financial workflows.

Top 6 AI Use Cases in Finance

Automated investment research + sentiment analysis
High-frequency trading + macro news interpretation
Portfolio rebalancing + compliance copilots
Personalized private banking services
RegTech and regulatory automation
Anti-fraud and cybersecurity applications

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AI Mastery for Finance Experts: Boston to Y Combinator (YC)

March 2024 - Bentley College

Highlights from the BICC event at Bentley College:

Met with startup founders and top finance experts from Harvard and MIT
Deep discussion with Prof. Charles Wang at Harvard Business School on AI applications in economics
Partnership with YC partners to leverage Compute Use for research acceleration

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Fintech & Venture Capital Talk

February 16, 2025 - Columbia University

Featured Speaker

Jiyi Weng – Founding Partner, Ivy Capital

With over 30 years of investment experience, Mr. Weng is a leading venture capitalist in China's hard tech and enterprise software sector. He has led Ivy Capital to multiple accolades, including China's Top 10 Investment Institutions and Top 100 Venture Capital Firms.

Distinguished Guests

David Li

Professor of finance and faculty director at Shanghai Advanced Institute of Finance (SAIF), with extensive experience in financial institutions and risk management.

James Zhang

Managing Director of AI Prediction and Strategy Platform at Ant Group, with expertise in finance-related AI and Bloomberg Labs.

Xiao-Yang Liu

Faculty member in Computer Science at Rensselaer Polytechnic Institute, creator of FinGPT and FinRL, with expertise in machine learning and financial technology.

AI Mastery Program

In collaboration with Columbia University

Program Structure

Enablement & Training (Weeks 1-3):
Learn about LLMs like DeepSeek, explore frameworks like LangGraph and CrewAI, and build agentic systems with Ollama.
Real-World Research (Weeks 4-6):
Dive into market intelligence on topics like financial data analysis, robotics support, or EV roadside assistance.
Industry Collaboration (Weeks 7-12):
Collaborate with real clients to implement AI solutions in practical settings.

Program Highlights

Columbia Collaboration: Access to world-class resources and network
Industry Speaker Series: Bi-monthly talks featuring leading AI experts and VCs
Hands-On Projects: Work with companies like Epsilla and Geekplus
Flexible Schedule: Classes twice a week with recordings available