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  1. Home
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  3. Larry Cao
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Larry Cao

CFA
Senior Director
CFA Institute
Country or state 
United States (Illinois)
Available to 
Global
City 
Chicago
Fee 
Ask for pricing
Languages 
English,
Chinese
Volunteer
Yes
Timezone 
America/Chicago

Personal Details

Bio

Larry Cao is an author, researcher, and speaker specializing in integrating AI and big data into finance. With over two decades in the investment industry, he's held positions at leading institutions like CFA Institute, McKinsey, and Morningstar.

His influential works—including the Handbook of Artificial Intelligence and Big Data Applications in Investments, T-Shaped Teams: Organizing to Adopt AI and Big Data at Investment Firms, and AI Pioneers in Investment Management—have garnered industry acclaim. These publications have been cited by regulatory authorities such as the European Securities and Markets Authority and the Hong Kong Monetary Authority, and referenced in U.S. Congressional testimony.

As a thought leader, I frequently speak at global industry events. My insights have been recognized by top financial research outlets like Deloitte Insights, Harvard Business Review, and Morningstar, and featured in major media platforms including Bloomberg, the Financial Times, the South China Morning Post, and The Wall Street Journal.

Current position (1)

Senior Director

CFA Institute

Degrees (1)
MBA
University of Notre Dame
1999 to 2001

Presentations

Presentations (2)
AI and the Future of Investment Management

1. AI, machine learning, deep learning: a primer for investment professionals

2. Portfolio managers: AI is coming for your jobs
Why we think AI will eventually dominate the investment business.

3. AI and investment management: what next?
Road map and investment professionals' best strategy in the AI era.

Why is multi-asset investing better than fund-of-funds?
Workshops (1)
Multi-Asset Investing
2 hours
(View workshop agenda)

A full day event where I was the first speaker laying the foundation for the entire program. Participants were mostly senior investment professionals (many MDs at insurance companies for example) familiar with traditional asset allocation techniques and were looking for upping their game with the latest advancement in multi-asset investing.

Past talks (5)
AI and the Future of Financial Services
AI and the Future of Financial Services Forum
Beijing, China
January 9, 2017
Where Will FinTech Make the Biggest Bang in China?
Beijing - Hong Kong FinTech Connect Summit
Beijing, China
January 9, 2017
Banking and Technology
LendIt China (Lang Di)
Shanghai, China
January 9, 2017
Why Is Multi-Asset Investing Better Than Fund-of Funds?
13th Asian Asset Management Taiwan Investment RoundTable
Taipei, Taiwan
January 9, 2017
Multi-Asset Investing and the Future of Investments
7th Annual AsianInvestor Southeast Asia Institutional Investor Forum
Singapore
January 9, 2015
  • All (3)
  • Videos
  • Photos (1)
  • Slides (1)
  • Press information (1)
This speaker hasn't uploaded any videos yet.
Chairing an industry event
Chairing an industry event
T-Shaped teams - adopting AI in investment firms | CFA Institute
This speaker hasn't uploaded any one sheet yet.
China Is Developing its Own Digital Currency

Books & Articles (11)

Handbook of AI and Big Data in Investment Management
CFA Institute,
2023
T-Shaped Teams: Organizing to Adopt AI and BIg Data at Investment Firms
CFA Institute,
2021
AI Pioneers in Investment Management
CFA Institute,
2019
FinTech 2018; The Asia Pacific Edition
CFA Institute,
2018
FinTech 2017: China, Asia and Beyond
CFA Institute,
2017
Multi-Asset Strategies: The Future of Investment Management
CFA Institute,
2018
ChatGPT and the Future of Investment Management
The Next Big Thing: The Age of Fintech, AI, and Big Data
Seven Essential Steps in Portfolio Management
Multi-Asset Strategies: A Primer
Blockchain Technology: What Will Be Its Biggest Bang?

Expertise (12)

Business
Technology
FinTech Artificial Intelligence Data Science multi-asset investing asset allocation Banking and FinTech Blockchain robo advice Insurtech Big Data Analytics

Awards & certifications (1)

Lipper Award
Lipper
2003
Recommendations
Why choose me? 

Author, speaker on AI, big data and multi-asset strategies; unbiased perspective; global experience

Affiliations
Society Speaker Directory
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