We are delighted to support the 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.
As the investment management operating model is rebuilt from the ground up — shaped by fragmented legacy systems, the rise of agentic AI, and growing strategy complexity — this closed-door session offers an important forum for candid discussion on what institutional-grade AI readiness looks like in practice.
At the Karen Leung Foundation, we are proud to partner on an initiative that reflects our belief that the platforms shaping the future of investment management should also contribute to the wider community. As a Hong Kong charity dedicated to advancing women’s health, we value collaborations that combine industry leadership with social impact.
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
