Practical analysis for investment professionals

Larry Cao, CFA

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Biography

Larry Cao, CFA, senior director of industry research, CFA Institute, conducts original research with a focus on the investment industry trends and investment expertise. His current research interests include multi-asset strategies and FinTech (including AI, big data, and blockchain). He has led the development of such popular publications as FinTech 2017: China, Asia and Beyond, FinTech 2018: The Asia Pacific Edition, and Multi-Asset Strategies: The Future of Investment Management and is a frequent speaker at industry conferences on these topics. During his time in Boston pursuing graduate studies at Harvard and as a visiting scholar at MIT, he also co-authored a research paper with Nobel laureate Franco Modigliani that was published in the Journal of Economic Literature by American Economic Association. Larry has more than 20 years of experience in the investment industry. Prior to joining CFA Institute, Larry worked at HSBC as senior manager for the Asia Pacific region. He started his career at the People’s Bank of China as a USD fixed-income portfolio manager. He also worked for US asset managers Munder Capital Management, managing US and international equity portfolios, and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Larry has been interviewed by a wide range of business media, such as Bloomberg, CNN, the Financial Times, South China Morning Post and the Wall Street Journal.

Author's Posts
What Can AI and Big Data Do for Finance?

Larry Cao, CFA, shares the major revelations from his AI Pioneers in Investment Management report.

Blockchain: A Progress Report

Critics of blockchain technology claim that it is too slow for financial transactions and that its consensus mechanism uses too much energy. In this interview, Carl Wegner of the blockchain technology developer R3 paints a more encouraging picture.

Top 10 Steven Eisman Quotes from Hong Kong

“I don’t see any financial crisis in the near future," Steven Eisman told delegates at the 71st CFA Institute Annual Conference.

Artificial Intelligence and the Future of Investment Management

What’s the road map for artificial intelligence (AI) in investment management? Larry Cao, CFA, shares his perspective in the final installment of his three-part series exploring AI's impact on investment management.

Portfolio Managers, Artificial Intelligence Is Coming for Your Jobs

Artificial intelligence (AI) is coming to the investment world. Given AI's superior computing power and lack of behavioral biases, some in the investment industry and academic circles believe it will come to dominate the sector.

Artificial Intelligence, Machine Learning, and Deep Learning: A Primer

We are witnessing the beginning of the artificial intelligence (AI) era. So what do investment managers need to know about AI, deep learning, and machine learning? Larry Cao, CFA, weighs in.

Avoid Unintended Bets in Your Investment Portfolio

Northern Trust CIO Robert P. Browne, CFA, discussed how asset allocation decisions are made using quantitative methods, while the underlying (active) portfolios are often run by managers from the fundamental school of investing, at the 70th CFA Institute Annual Conference.

Blockchain 101 with Campbell R. Harvey

So, what is blockchain? What will it do to our industry? Campbell R. Harvey led an extended presentation on the subject.

The Fintech Files: Understanding Blockchain

Blockchain is an often discussed, rarely understood topic. What is it all about? What changes will it bring to financial services? What are the benefits and road blocks? Larry Cao, CFA, asked Jennifer Qin of Deloitte for her take on these questions.

The Fintech Files: Three Truths and Two Myths

Neal Cross, chief innovation officer of DBS, shared three truths and two myths about fintech with Larry Cao, CFA, in the latest installment of the Fintech Files.