
Web3 x AI Symposium: The New Financial Frontier
CPT/CE Eligibility (A Recognized CPT Provider)

CPT hour(s) | TBC |
PL (CE) hour(s) | TBC |
RBV CPD hour(s) | TBC |
Rating: Intermediate
Material presented will have technical elements requiring a working knowledge of the subject to make full use of the presentation.
Date: 18 September 2025 (Thursday)
Time: 2:30 PM - 6:30 PM
Venue: HKU iCube, 4005-07, 40/F, Two Exchange Square, Central, Hong Kong
Language: English
Enrollment Fee: HK$150 (CFA Society Hong Kong Member) / HK$300 (Non-member)
The financial landscape is experiencing its most profound transformation since the advent of electronic trading. Two revolutionary forces – Web3 and artificial intelligence (AI) – are converging to reshape how we think about value, ownership, and investment decision-making.
Hong Kong stands uniquely positioned at the epicenter of this transformation. As Asia's premier financial hub embracing progressive Web3 regulations and home to some of the world's most sophisticated AI-driven investment strategies, the city offers an unparalleled vantage point to witness and participate in this financial revolution.
Why this Matters Now:
- $2+ trillion in digital assets under management globally, with institutional adoption accelerating.
- 75% of asset managers are now exploring or implementing AI-driven investment strategies.
- Hong Kong's pioneering regulatory framework positions the city as the preferred destination for digital asset innovation.
- Real-world asset tokenization is creating $16 trillion in addressable market opportunities.
This exclusive half-day symposium brings together the architects of tomorrow's financial ecosystem – from institutional pioneers managing billions in digital assets to AI innovators revolutionizing investment research. You'll gain insider access to strategies, frameworks, and technologies that forward-thinking institutions are using today to capture alpha in these emerging markets.
Whether you're seeking to understand how sovereign wealth funds are being allocated to digital assets, how quantitative firms are leveraging generative AI for alpha generation, or how tokenization is unlocking liquidity in previously illiquid markets, this symposium delivers the insights you need to stay competitive.
The future of finance is being written today. Join us to ensure you're not just observing this transformation but actively participating in it!
Program Highlights
Panel 1: Crypto in the Eyes of Asset Allocators
Understanding how sophisticated asset allocators are integrating cryptocurrencies and digital assets into their portfolios, including risk management frameworks and regulatory considerations.
Panel 2: Real World Assets and Stablecoins – Tokenize Everything?
Exploring the potential and practicality of tokenizing traditional assets – from real estate to commodities to collectibles – and the infrastructure required for mainstream adoption.
Panel 3: Application of AI in the Investment World
Understanding how AI-driven tools are revolutionizing financial data analysis, research processes, and client interactions, providing professionals with unprecedented competitive advantages.
The event rundown and speaker lineup will be available soon. Please stay tuned for future updates!
Venue Sponsor:

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this event. Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates. Please contact CFA Society Hong Kong at events@cfahk.org to register.
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.
- 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.
- To cope with the growing trend of going cashless, cash and cheque payment will not be accepted.
- 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 16 September 2025 (Tuesday). 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 16 September 2025 (Tuesday).
- Substitutions are allowed; however, non-member rate will apply if the substitute is not a CFA Society Hong Kong member. Please notify us on or before 16 September 2025 (Tuesday) if you would like to arrange a substitution.
- To qualify for CPT/CE hours, all participants must attend the full event. After the event, the Society will verify participants’ check-in and check-out time from the registration system before issuing CPT Attendance Letters. 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.
- 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.