We are pleased to invite you to Clearwater Connect Hong Kong – Hedge Fund Session, a closed-door gathering of senior investment management leaders across APAC.
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. The race to deploy agentic AI is on — but institutional readiness remains the defining gap. We will explore what a credible agentic AI strategy looks like in practice, and what it takes for APAC investment managers to move from proof-of-concept to scalable, institutional-grade workflows.
This invitation-only session brings together c-level executives for a candid discussion on what institutional-grade AI readiness actually looks like in practice.
Event Details
Date: Wednesday, 10 June 2026
Venue: The American Club, Town Club, 48/F, Two Exchange Square, 8 Connaught Place, Central, Hong Kong
Dress Code: Business formal
Agenda
4:00 – 4:30pm | Registration
4:30-4:40pm | Welcome Remarks
4:40 – 5:45pm | Panel Discussion: Are You AI-Ready? Institutional-Grade Agentic AI for Investment Managers
- Designing an Institutional-Grade AI Architecture: How investment managers should divide responsibilities across data platforms, cloud infrastructure, and internal teams to build an AI-ready, enterprise-grade technology stack.
- Real-World Use Cases Across the Investment Lifecycle: Practical agentic and generative AI workflows being explored across research, trading, risk, operations, and portfolio decision-making — and how modern tooling is accelerating delivery.
- Data, APIs, and Integration for Agentic Workflows: Why clean, normalised, cross-asset data and resilient API connectivity — together with deep OMS integration and a front-to-back stack — are foundational to safe, scalable AI deployment.
- Cloud, Security, and Governance: A technology provider’s perspective on the opportunities and risks of agentic and generative AI — covering data residency, model governance, and meeting the expectations of regulators, clients, and internal risk functions.
- The Road Ahead – APAC Investment Managers in 2026 and Beyond: Key priorities for becoming genuinely “AI-ready” over the next 12 to 24 months, with a focus on transitioning from generative AI proof-of-concepts to scalable, institutional-grade agentic workflows.
5:45 – 7:00pm | Networking Reception