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Kaplan Day with David Lee As Guest Speaker

Join Prive’s CRO, David Lee, JD, CAIA on the 3rd of November 2018 for Kaplan Day in Wanchai, Hong Kong.

David Lee will be a guest speaker alongside other industry leaders from Michael Page, Social Stand Limited, CFA Institute & Blockchain Educators. David will be discussing on how to be prepared for drastic work changes with disruptive technologies in financial services. 

Seminar Synopsis –

Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no human supervision. A typical Robo-advisor collects information from clients about their financial situation and future goals through an online survey and then uses the data to offer advice and/or automatically invest client assets.

During the seminar, David will talk about how robo-advisor potentially enhances investment performance when combined with artificial intelligence.

Topics to be covered –

  • The mathematical principles behind robo-advisors
  • Scope of service
  • The cost advantage
  • Bionic advisory
  • Why do we still need human relationship managers?

Date and Time – 
Sat 3 November 2018
4:00 PM – 6:00 PM (HKT TIME)

Location – 
G/F E-tech Centre, 402-406 Hennessy Road, Wanchai, Hong Kong

Come and register a spot to receive the best updates on industry trends today!

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