OpenClaw and Beyond: AI Agents for Investment Professionals

Date: 28 April 2026 (Tuesday)
Time: 6:30 PM - 8:00 PM (reception starts at 6:00 PM)
Venue: CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
Language: English
Enrollment Fee: HK$100 (CFA Society Hong Kong Member) / HK$300 (Non-member)

OpenClaw went from zero to 200,000+ GitHub stars in weeks. Jensen Huang called it the "operating system for intelligent computers" at GTC 2026. Tencent launched an entire product suite around it. Nearly 1,000 people queued at Tencent's Shenzhen HQ for free installations.

But behind the viral hype lies a serious question for finance professionals: can AI agents actually improve investment decision-making, or are they a productivity illusion wrapped in a security risk?

This workshop is for investment professionals who want to separate signal from noise. Two practitioners at the intersection of AI and finance will share firsthand experience deploying agent systems in real workflows, covering what works, what fails, and what the CFA community needs to understand before adopting these tools.

What You Will Learn

• What OpenClaw actually is, how it works, and why it matters for financial services. A clear-eyed assessment of capabilities, limitations, and the security risks that make it unsuitable for institutional use in its current form
• Multi-agent system architecture for investment teams: how specialized agents across sourcing, research, due diligence, IC memo drafting, and portfolio monitoring can compress a two-week deal workflow into days
• What works well (structured tasks, data aggregation, pattern matching at scale) versus what still demands human judgment (founder assessment, complex legal structures, original insight)
• The five risks most teams underestimate: hallucination, data leakage, model drift, over-automation, and regulatory compliance under the SFC framework
• Practical guardrails: human-in-the-loop design, source attribution, data isolation, version-controlled prompts, and phased deployment
• Strategic outlook: how AI agents reshape team size, skill requirements, and competitive dynamics. Why the edge is not having agents but knowing what to tell them

Who Should Attend

CFA charterholders and CFA exam candidates, portfolio managers, research analysts, risk managers, compliance professionals, and fintech practitioners. Whether you have already experimented with OpenClaw or are hearing about AI agents for the first time, this session is designed to give you a practical framework for evaluating these tools in your own workflow. No prior technical AI experience is required.

Remarks

• Advance registration is mandatory; walk-in participants will not be accommodated.
• Only registered participants will be admitted to and allowed to remain at the venue.
• Registration is confirmed only upon successful payment and receipt of a confirmation email. Registrations with incomplete payments or unsuccessful transactions will not be processed.
• To cope with the growing trend of going cashless, cash and cheque payment will not be accepted.
• The event fee must be paid in full before the commencement of the event. If any registration fee remains outstanding, CFA Society Hong Kong (the “Society”) reserves the right to deny entry to the event.
• If you are unable to attend, please inform the Society at your earliest convenience so that the seat may be offered to another member. Failure to attend without providing prior notice to the Society may impact your eligibility to register for or participate in future Society events.
• An administration fee of HK$50 will be charged for any cancellation of confirmed enrollment made on or before 24 April 2026 (Friday). All cancellation requests must be made in writing and be confirmed by email from the Society. For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. 
• No refund will be given for cancellation received after 24 April 2026 (Friday).
• Substitutions are allowed; however, non-member rate will apply if the substitute is not a CFA Society Hong Kong member. Any fee difference arising from the ticket type or early bird period must be settled in full to confirm the substitute's registration and seat. Please notify us on or before 24 April 2026 (Tuesday) if you would like to arrange a substitution.
• To qualify for CPT/CE hours, participants must attend the full event. Society staff will verify check-in and check-out times recorded in the registration system after the event for the purpose of issuing CPT Attendance Letters, and no pro-rata credit hours will be awarded.
• Attendees experiencing any discomfort or flu-like symptoms are requested to refrain from attending this event.
• Attendees must comply with all venue policies, including but not limited to health and safety protocols.
• Attendees are solely responsible for their personal belongings. The Society accepts no liability for any loss or damage.
• To ensure a safe and enjoyable environment for everyone, participants are expected to treat fellow attendees with respect. Abusive or threatening behavior will not be tolerated, and individuals who behave inappropriately may be asked to leave the event.
• The Society reserves the right to refuse admission or cancel the event at any time without prior notice and shall not be held liable for any loss or compensation.
• Should there be any changes to the event date or other arrangements, participants will be notified via SMS and/or email. Notices will also be posted on the Society’s website. Please stay alert for updates.
• These Terms and Conditions are subject to change at any time without prior notice.
• In the event of any dispute, the Society reserves the right of final decision.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here. 
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.

Event Photographs and Video Recordings

• By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
• The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
• In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.