AI-Powered Fund Operations Training Series -
Transform Your Expertise: AI-Powered Fund Operations – Optimizing Investor Onboarding/KYC and Investor Dealing/Capital Call (Supporting Organization - Cyberport)
关于课程
About the Course - This is an AI+ course that bridges the gap between deep fund industry knowledge and practical AI application. Unlike generic AI training, this programme is designed specifically for fund operations professionals who want to tackle real-world challenges head-on.
What makes this course different? We don't just teach AI concepts in isolation. Every module connects current industry pain points—from cumbersome investor onboarding and KYC processes to inefficient investor dealing and capital call workflows—with targeted AI solutions that you can implement immediately.
Through practical case studies based on real-life examples, you will see exactly how generative and agentic AI can transform daily fund administration tasks. You won't just learn theory; you will practice with your own device, building a dedicated prompt library tailored to fund operations scenarios.
A key differentiator: Before the course, all participants will receive a pre-course questionnaire to identify their specific needs and operational pain-points. Based on the most frequently raised issues, our four lecturers will select two pain-points for group exercises, ensuring the training is directly relevant to what you face in your daily work.
AI Tools for the Course - Our lecturers will use Claude AI and ChatGPT as the primary tools to illustrate key concepts and demonstrate practical AI applications in fund operations.
Participants are expected to bring their own device with their preferred AI tools installed and ready for the group exercises.
Supporting Organization - Cyberport
Target Audience - This programme is designed for operations managers, fund accountants, investor relations teams, customer service, and compliance professionals working in the Hong Kong fund industry who want to immediately apply AI tools to reduce errors and accelerate daily workflow.
Whether you are in hedge funds, private equity, or traditional asset management, if you are tired of manual, error-prone processes and want to harness the power of AI to streamline operations, this course is for you..
Duration: 7-Hour intensive class
Course Fee : HK$6,000 (Includes light sandwich lunch with coffee and tea)
Course Material – Hard Copy Only (no softcopy) and Attendence Certificate
Discount - (Note - Early bird discount will end on 20th Sept (Sun) 23:59 HK time)
Category | Discount | How to apply |
AFA members | 15% off + additional 5% early bird off | Promotion code will be sent separately |
AFA partner association members | 10% + additional 5% early bird off | Promotion code will be sent separately |
AFA Friends | 5% + additional 5% early bird off | Promotion code will be sent separately |
General public | Early bird 5% off | Use promotion code “PUBLIC-E” at checkout |
Application Deadline : 7Oct (Wed) 6pm
Lecturer - Margery Wong, Raymond Chung, Shan Valiyev and Jordan Chung.
This course is taught by four expert lecturers – a unique blend of two seasoned fund industry professionals and two AI experts with deep fund industry knowledge. This dual-expertise model ensures you receive both domain-specific operational insights and cutting-edge AI technical capabilities.
Pre-Course Survey - After registration, all participants will receive a pre-course survey designed to tailor the training experience to your specific needs. The survey includes questions covering:
- Your AI experience – from beginner to advanced
- Your specific pain points – cases and scenarios you want the lecturers to address
After collecting all the submitted cases from participants, our four lecturers will review them and select two frequently raised pain-points to be used as the focused group exercise during the afternoon interactive session. This ensures that the hands-on practice directly addresses the real challenges you and your peers face in your daily work.
The survey will be sent to you via email upon confirmation of your registration. Please complete it promptly to help us customise the course content for maximum relevance.
Venue : CyberPort Smart Living Lab3
Language: The course is taught primarily in English, with Cantonese used as a supplementary language when needed
Class size: A minimum of 10 participants is required to start the course, and the maximum capacity is 20 participants per session
Date : 10 Oct (Sat) 9.30am – 5.30pm ( including 1-hour lunch break)
Who Should Attend & What You Will Gain
For | You Will Learn |
Operations Managers | How to map operational pain points in fund onboarding, dealing, and capital calls to targeted AI solutions |
Fund Accountants | How to deploy immediate, real-life AI workflows to reduce errors and boost efficiency in daily fund admin tasks |
Investor Relations Teams | How to use AI to accelerate investor onboarding and KYC processes while maintaining compliance |
Compliance Professionals | How to leverage generative and agentic AI for more effective monitoring and risk management |
Curriculum (The schedule is estimated only and subject to change on the day based on the actual progress of the training)
Time | Morning Session |
09:30 – 09:45 | Introduction and warm-up session |
09:45 – 10:00 | Basic concept of funds and the fund administration |
10:00 – 10:30 | AI basic concept, risks and governance, and ethnic issue |
10:30 – 10:40 | Break |
10:40 – 11:00 | Basic concept on Investor onboarding and AML/KYC |
11:00 – 11:45 | Case Study 1 – Investor Onboarding: Tackling KYC and Documentation Challenges with AI (Based on a real scenario from our lecturers' practice) |
11:45 – 12:30 | Case Study 2 – Investor Onboarding: Tackling KYC and Documentation Challenges with AI (Based on a real scenario from our lecturers' practice) |
12:30 – 13:30 | Lunch break (sandwich and coffee provided) |
Time | Afternoon Session |
13:30 – 13:45 | Hedge fund investor dealing introduction |
13:45 – 14:15 | Case Study 3 – Hedge Fund Investor Dealing: Overcoming Trade Processing Bottlenecks with AI (Drawn from our lecturers' real-life experience) |
14:15 – 14:25 | Quick energising break |
14:25 – 14:40 | Private equity investor dealing introduction |
14:40 – 15:25 | Case study 4 – Private Equity Dealing : Overcoming capital calls challenge with AI (Drawn from our lecturers' real-life experience) |
15:25-15:35 | Quick energising break |
15:35 – 16:00 | Group warm-up guided exercise (15-min exercise and 10 mins sharing and discussion) |
16:00 – 17:00 | Apply AI to solve the top 2 challenges identified from the pre-course questionnaires. Participants will be divided into groups, with each group assigned to work on one of the two selected cases (40-min guided exercise + 20-min sharing and discussion) |
17:00 – 17:30 | Open class discussion on practical AI applications. |
17:30 | Closing |
Certificate - Upon completion, participants will receive a "Certificate of Attendance" officially issued by AFA.
您的讲师
Raymond Chung
Raymond Chung is a strategic advisor bridging traditional finance and digital innovation, with deep expertise in asset management, custody, and fund administration. He has held senior roles at HSBC Asset Management/HSBC Securities Services, Nomura, and UBS, and holds an MBA, MSc in eCommerce, and BBus, and is a Fellow of the Hong Kong Securities and Investment Institute.
As General Manager and Co-Chair of the Technical & Regulatory Sub-Committee for the Association of Fund Administrators of HK and Greater Bay Area, he spearheaded and co-authored the industry's seminal Best Practice White Paper on tokenized and digital asset funds. He is a founding driver behind the highly successful Executive Certificate Course on Fund Administration and Regulatory Compliance, jointly organized by HKU Space and the Association—now in its fifth consecutive year, this flagship program has become a cornerstone of professional development in the sector.
A sought-after trainer across Greater China and 15+ Asia-Pacific markets, Raymond has delivered customized programs on fund administration, custody, RFP best practices, and regularly contributes to executive workshops on Blockchain and RWA.
Jordan Chung
Jordan Chung is Co-Founder & CEO of AgentKYZ, with over a decade of experience bridging financial services and enterprise technology. He began his career at KPMG in AML and financial crime, including a secondment to JPMorgan Asset Management on a major anti-money laundering engagement, followed by fund operations at Federated Investors. A second-time founder backed by Silicon Valley VC, he now builds RegTech and AI solutions at the intersection of compliance and enterprise software.
Margery Wong
With over two decades of experience navigating the complexities of global custodians, financial institutions and insurance companies, Margery specializes in bridging the gap between legacy expertise and the future of finance. Her career has been defined by a commitment to human-centric leadership and a deep understanding of the diverse regulatory and operational needs across the Asia Pacific region. From managing sovereign wealth funds and pensions to navigating the nuances of the private equity and exchange traded fund markets in China, Hong Kong, Singapore and Australia, she provides the steady hand needed to lead through change.
Margery is Chair of Marketing and Communication sub-committee of The Association of Fund Administrators of Hong Kong and the Greater Bay Area (“AFA”). She is a qualified accountant (ACCA) and an associate member of The Hong Kong Chartered Governance Institute (HKCGI).
Shan Valiyev
