In our nineteenth year of hosting the leading quantitative event worldwide, the Battle of the Quants, has become the definitive event in the quantitative space for allocators, managers, data buyers and data providers looking for key industry influencers, decision makers and investment opportunities. The Battle of the Quants curates highly relevant discussions leading the way into the new world of artificial intelligence, machine learning and alternative data. Immerse yourself in the forefront of groundbreaking conversations, where you will not only witness but actively engage with the brilliant minds steering the course of the global financial future. 

Join us for an exclusive experience starting with an engaging keynote and panel discussion featuring leading quantitative allocators. Following the discussion, enjoy a Champagne Reception providing the perfect opportunity for networking and continued conversations within the dynamic realm of the quantitative hedge fund space.

AGENDA

Battle of the Quants Hong Kong Agenda 2024

SPEAKERS

Takahito Kimura

TAKAHITO KIMURA

Hedge Funds / Alternative Investments Research

Mitsubishi UFJ Trust and Banking

Duke Lo

DUKE LO

Hedge Fund Selection Asia

LGT Capital Partners

DUKE LO

Duke Lo is a member of the Liquid Markets Muti Manager Team at LGT Capital Partners in Hong Kong and is responsible for manager selection of quantitative, discretionary and long only strategies in the APAC region.

Before joining the firm in January 2024, Duke was a Portfolio Manager at Macquarie Asset Management as part their Asian Listed Equities team focusing on fundamental single stock selection, and has been a quantitative analyst and Assistant Portfolio Manager for their Japan market neutral quant strategy in Sydney and Hong Kong.

Mr Lo holds a BEng(Hons) in Electrical Engineering, MCom in Financial Econometrics from the University of New South Wales and an MBA from The Hong Kong University of Science and Technology. He is a CFA charter holder.

Wisely Ngai

WISELY NGAI

Executive Director

CFA Society Hong Kong

WISELY NGAI

Wisely Ngai is currently a Vice President of the Hong Kong Exchanges and Clearing Limited (HKEX), responsible for external fund investments. Before joining HKEX, he was a Vice President at Conning Asia Pacific Limited, managing the Fund of Funds business and the fund research team. Before that, he worked for several international financial institutions, focusing on hedge fund and mutual fund research, due diligence and investment.

Wisely graduated from the University of Hong Kong (HKU) with a Bachelor’s degree in Economics and Finance. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder. He serves as a Master’s Programmes Mentor of the HKU Business School, and is Executive Director, Chair of Media Committee, and Co-Chair of Advocacy - Investor Education Sub-Committee of CFA Society Hong Kong.

 

倪智承 (Wisely NGAI, CFA, CAIA)

香港特許金融分析師學會董事

 

倪智承現任香港交易及結算所有限公司(香港交易所)副總裁,負責外部基金投資。在加入香港交易所之前,倪智承曾擔任康寧亞太有限公司副總裁,負責管理基金的基金(Fund of Funds)業務和基金研究團隊。他也曾在多家國際金融機構工作,專注於對沖基金及互惠基金的研究、盡職調查和投資。

倪智承畢業於香港大學,獲得經濟與金融學士學位。他是特許金融分析師 (CFA) 和特許另類投資分析師 (CAIA) 特許持有人。倪智承擔任香港大學商學院(碩士課程)導師,亦是香港特許金融分析師學會執行董事、傳媒委員會主席以及倡議–投資者教育小組委員會聯席主席。

 

 

Gene Reilly

GENE REILLY

CIO

Greenwich Quantitative Research

GENE REILLY

Gene Reilly is the Founder and Chief Investment Officer of Greenwich Quantitative Research LP. Gene has over thirty years of experience trading, investing, and managing risk across multiple products and geographies, with nineteen years’ experience in Asian financial markets.

As a career highlight, Gene was Partner and Head of Pan-Asian Equity Trading at Goldman Sachs and in that capacity developed a very successful Quantitative Trading business for GS. Additionaly, Gene was the Global Head of Quantitative Trading at Bank of America Merrill Lynch. He has always been at the forefront of the industry in quantitative investing, automated trading and algorithmic trading. Gene started his career trading at the Susquehanna Investment Group straight out of the Wharton School. Gene also ran a very profitable trading business in Japan leveraging automated trading for Deutsche Bank. Gene also founded and ran a standalone high frequency market making firm, Arxis Capital LLC.

Gene holds a Bachelor of Arts in History and a Bachelor of Science in Finance from the College and Wharton School of the University of Pennsylvania respectively. Gene is also a CFA charter holder since 1994.

Lyle Pakula

LYLE PAKULA

CEO

AE Capital

LYLE PAKULA

Lyle has 25 years of experience conducting research, 14 of which in finance. His passion for prediction started in childhood  with a fascination of severe weather. At a young age he began to meticulously record his daily forecasts, comparing them to reality the following day to improve his forecasting.

This interest in prediction grew and, after finishing university (Computer Science, Mathematics and Physics), he moved to Colorado to continue chasing storms, snowboarding and developing computer models to predict weather as part of his Masters and PhD research in Atmospheric Science.

After returning to Australia he transitioned into Quantitative Finance. Sitting on the trading desks at Boronia Capital in 2008, he began to have a view that financial markets were not statistical patterns but were actually driven by the fundamental stories within discretionary traders thoughts, who then influenced the price of a market via their trading.

AE Capital is an expression of this idea, systemising discretionary traders reasoning to produce predictions of financial markets.

 

Ric Fernandez

RIC FERNANDEZ

Founder

Lefevre Park Capital

Bartt Kellermann

BARTT KELLERMANN

CEO & Founder

Global Capital Acquisition

BARTT KELLERMANN

Bartt C. Kellermann is the Founder and CEO of Global Capital Acquisition. Global Capital Acquisition, founded in 2002, is a financial consulting firm assisting hedge funds in their marketing efforts. The firm also owns the Battle of the Quants events business which includes presentations, panel discussions and quantitative capital introduction meetings for quantitative based hedge fund strategies in North America, Europe and Asia.Mr Kellermann is a regular speaker at hedge fund conferences internationally and has appeared on MSNBC and Bloomberg TV reflecting on the current state of the hedge fund industry. Earlier in his career Mr. Kellermann worked for IBM in the Media and Entertainment Division where he pioneered the development of innovative computer based products for the television industry. He has an MIBA (Masters in International Business Administration) from the Monterey Institute of International Studies and an undergraduate degree from Gettysburg College.

We hope you can join us in “Leading the Discussion in Quantitative Finance and Connecting the Humans Behind the Machines” 

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