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AI in WealthTech – Future of Money series – 2nd edition

April 9, 2018 @ 6:00 pm - 9:00 pm

Organized by

SwissCham Shanghai is delighted to invite you to:

Monday, April 09, 2018
2018年04月09日 星期一
18:00 – 21:00
@Jade Value

Dear Members and Friends of SwissCham,

swissnex China launches the second edition of  the “Future of  Money” series in China. The disruptive force of new algorithms and big data seems to reach the financial world.  What does this imply for the traditional banking system? What are the scientific underpinnings of the innovations of  “FinTech”? How is crowd and data intelligence going to change the relationship between financial  institutions and customer? Are traditional portfolio management, decision making, and risk taking replaced by artificial intelligence?

These and many other key questions about  the future of  this innovation will be the focus of a panel discussion of both Swiss and Chinese academics and opinion leaders.

Learn about  both countries AI  in FinTech savoir-faire and new cutting edge technologies. Connect with key players of this industry and become part of a Sino-Swiss platform for financial and technological innovations.

For more information, please click here or RSVP here.

This event will also take place in Beijing on April 10 and Hong Kong on April 11, 2018, please click here for further information.

Best regards,

Your SwissCham Team

Top Moderator

Jerome Eger – Co- founder and managing director China of ginmon.

Jerome holds a masters degree of economics and finance from Frankfurt University, he also studied Chinese in Peking University and Shanghai  Jiaotong University. Jerome worked at The Boston Consulting Group in Frankfurt Germany specializing in wealth and asset management as well as corporate banking.

He is fluent  in Mandarin and has over 10 years of experience in China.  Prior to joining Ginmon Jerome worked as sales director and vice general  manager  for international  corporates based in China.


Top Speakers

Alexandre Gaillard
Alexandre Gaillard is CEO and founder of  Invest Glass SA – the first Swiss sales automation AI for wealth managers. He co-founded the Swiss Finance + Technology Association, gathering around 2,000 members. Gaillard is also general secretary of  the Swiss Chinese Chamber of Commerce Geneva. He previously worked as head of  equity sales at  Union Bancaire Privée, as an advisor/senior private banker at Bank of  China and as a portfolio manager at Levitt Capital Management .


Frank Wang
Frank is the Managing Director of Credit Ease Wealth Management, Global Head of Capital Market, Head and CIO of Robo-Advisor Toumi RA. Prior to join Credit Ease, he was a Director of a multi  strategy hedge fund in NYC. He also worked for Citi Capital Advisor, UBS, etc.

Frank has extensive experience in investment management, risk management, asset allocation, portfolio construction, and quantitative analysis. Frank has solid knowledge across asset  classes including Equity, Fixed Income, FX, and Structured Products.

Dr. Thomas Puschmann
Dr. Thomas Puschmann has spent  more than two decades at  the nexus of technology and business. He currently is founder and director of  the Swiss FinTech Innovation Lab at  the University of Zurich in Switzerland.  Cofounder and executive director of  the association Swiss FinTech Innovations and member  of  the Swiss Innovation Council Innosuisse. Before his current position he was heading a large international  financial services research project at the Universities of St. Gallen and Leipzig and was a visiting scholar at  the MIT Sloan School of  Management .

Dr. Ming Liao

Ming Liao is an Adjunct  Professor of  Business & Economics, a Senior  Advisor  at Center for Business Education and Research, a committee member of Master of Science in Quantitative Finance and Master of Science in Data Analytics and Business Computing at NYU Shanghai. His research interests are Artificial intelligence, Data Science, Quantitative Finance, Marketing & Advertising. Over the past 20+ years, Dr. Liao has worked across a variety of  industries and holded senior positions at Facebook, Huawei , Unilever, Acxiom, and Nielsen in both China and the USA.

Date & Time (日期及时间)
April 09, 2018 18:00 – 21:00

Program Rundown(活动流程)
18:00    Doors open
18:30    Welcome speech
18:45    Panel discussion
19:45    Q&A session
20:00     Networking with buffet & wine

Language(语言): English

Price(价格): RMB 100

Please Sign up Here! 点击报名!

RSVP: Please register by April 08, 2018 请在2018年04月08日前登记



Jade Value 孵化器

9F, 18, Dongyuan Road, Lujiazui


April 9, 2018
6:00 pm - 9:00 pm
Event Category:

Your Swiss Business Platform in China

SwissCham China has roughly 600 company members. Our Chamber maintains a strong relationship with the Embassy of Switzerland, Switzerland Global Enterprise, Swissnex and Switzerland Tourism. As the representative of the Swiss companies established in China, our goal is to help you to increase your business and visibility, especially amongst the Sino-Swiss business community.

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