Gueorgui Konstantinov, CAIA, FDP, Chapter Executive in Frankfurt

Gueorgui S. Konstantinov is Independent Consultant. Over 17+ years, he held senior portfolio manager roles at several asset management companies, where he managed global bond portfolios and currencies for institutional investors and pension funds. He is advisory board member of The Journal of Portfolio Management and an editorial board member of The Journal of Alternative Investments. He earned the designations of Chartered Alternative Investments Analyst (CAIA) and Financial Data Professional (FDP).

Patrick Farrell, CAIA, Chapter Executive

Patrick is a Senior Manager in the Asset and Wealth Management Regulatory Advisory department in PwC Ireland. Patrick specialises in Asset and Wealth Management regulation and leads the product life cycle and corporate governance service offerings. Patrick is a qualified chartered alternative investment analyst (CAIA), having 13 years professional experience.

Prior to joining PwC, Patrick worked for a third party management company and acted as a Designated Person for funds with responsibility for a number of management functions.

Relevant clients projects:

Jesús Ruiz Castañeda, CAIA, Chapter Executive

Economics Degree at the University of Valladolid. Employee of Santander Group since 1998. In a first stage (until 2014) I worked as Corporate Auditor of the Group (auditing businesses such as CIB, Asset Management, ALCO, etc.), then I was fully dedicated to the role of Chief Audit Executive at SAM (2014-17) and finally I moved to the role of global Head of Risk and Compliance at SAM (covering 9 entities across Latam and Europe).

Michael Zuppiger, CAIA, Chapter Executive, Zurich

Michael Zuppiger is Director of AWI Investment Foundation Winterthur. He manages and develops investment solutions for swiss pension funds with selected asset managers. Before joining AWI Investment Foundation Winterthur, he worked for State Street as well AXA Investment Managers Schweiz AG, taking care of institutional client investment needs. Michael Zuppiger is a qualified banking economist HF and holds a diploma as a federal dipl. pension fund manager. Additionally, Michael is a CAIA and CESGA Chartholder.

Ivan Goh, CAIA, Chapter Executive and Community Engagement Subcommittee Member

Mr. Goh serves as the Global Head of Legal and Compliance for Complus Asset Management, a global alternative investment firm. Since relocating to Hong Kong in 2013, Mr. Goh has led the legal and compliance functions for several global and Hong Kong-based alternative investment institutions. Mr. Goh obtained his Bachelor of Laws from the London School of Economics in 2005 and has been a solicitor of England & Wales since 2008. Mr. Goh became a CAIA Charterholder in 2021.

Joe Guidish, CAIA, Chapter Executive

Joe is a Portfolio Manager at Merit Financial Advisors, co-managing the firm's core and satellite models with a focus on alternative investments, structured products, and thematic equities. He began his career on the trading floor of the Chicago Mercantile Exchange, where he worked for a proprietary trading firm that specialized in interest rate derivatives. Before moving to Merit, he helped provide alternative investment solutions for high-net-worth clients at a boutique broker-dealer.

Stephen Wong, CAIA, Chapter Executive and Head of Community Engagement Subcommittee

Stephen Wong is Associate Director, Investment at AIA Hong Kong & Macau, overseeing fixed income and alternative investments for the insurer. He also serves as a part-time lecturer. Previously, Stephen worked for AXA in investment and ALM, China Re in credit research, Moody’s in institutional investment consulting, and China Construction Bank in portfolio management and trading.

Recent Advancement of Financial Machine Learning with an Emphasis on Large Language Models

The recent advancement of deep learning and large language models has had a profound influence on many fields, including finance. Speakers Nino Antulov-Fantulin and Petter Kolm provided an overview of recent ML advancements like large language models, transformers, physics-informed neural networks, graph neural networks, and their impact on decision-making, data-driven analysis, and time series forecasting in finance.

AI for Startups

In this fast-paced, ever-evolving tech landscape, AI is not just an option; it's a necessity. As a startup, understanding AI can become your game-changing strategy. This insightful webinar is specially designed to address the pressing questions startups often have about AI:

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