Kaplan Day with David Lee As Guest Speaker

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!