We are pleased to invite you to attend our inaugural Clearwater Connect Hong Kong – Hedge Fund Session — an invitation-only gathering of senior investment management leaders across Asia Pacific, hosted by Enfusion by Clearwater in partnership with the Karen Leung Foundation.

The investment management operating model is being rebuilt from the ground up — driven by fragmented legacy systems, the rise of agentic AI, and increasing strategy complexity. This closed-door session brings senior leaders together for a candid discussion on what institutional-grade AI readiness looks like in practice.

Our partnership with the Karen Leung Foundation — a Hong Kong charity dedicated to advancing women’s health — reflects a shared belief that the platforms shaping the future of investment management should also support the wider community.

We hope you’ll join us.

Agenda

4:00 – 4:30pm │ Registration

4:30 – 4:40pm │ Welcome Remarks

4:40 – 5:45pm │ Fireside Chat: Are You AI-Ready? Institutional-Grade Agentic AI for Investment Managers

The race to deploy agentic AI is on — but institutional readiness remains the defining gap. This session brings together senior leaders to interrogate what a credible agentic AI strategy actually looks like in practice, covering:

  • Building for scale: How to structure data infrastructure and internal teams to deploy at enterprise scale — including the advantages cloud-native infrastructure brings to scalability and real-time data access
  • Real outcomes across the investment lifecycle: Where AI is delivering real outcomes today — across research, trading, risk, and portfolio management — and what it takes to move from proof-of-concept to live workflow
  • Real-time risk intelligence: How factor risk visibility and integrated workflows are becoming the operational foundation for AI-driven investment decisions
  • The harder questions: Data residency, model governance, OMS integration, and regulatory expectations — and what APAC fund managers serious about institutional-grade agentic AI need to address
  • The road ahead for APAC: What institutional-grade agentic AI readiness looks like for fund managers over the next 12 to 24 months

Speakers:
Andrew Tang, Chief Operating Officer, Golden Pine Asset Management
Bo Peng, Chief Product Officer, Arcana
Bob Feng, Managing Director, Head of Sales APAC, Clearwater Analytics

5:45 – 7:00pm │ Networking Reception

Seats are allocated on a first-come, first-reserved basis. All registrations are reviewed by our team, and you will receive a formal confirmation email once your place has been secured.

To learn more about Enfusion by CWAN, please visit cwan.com/products/enfusion.

For enquiries please visit Connect Hong Kong – Hedge Fund Session – Clearwater