Practical analysis for investment professionals

Larry Cao, CFA

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78 Posts

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, Multi-Asset Strategies: The Future of Investment Management and AI Pioneers in Investment management. He is also 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
The Next 75 Years: Will Generalists or Specialists Prevail?

To generalize or specialize? Seventy-five years after CFA Institute was established, how should investment professionals and aspiring investment professionals approach the choice?

Roger G. Ibbotson: What Works in Asset Allocation

How important is asset allocation? Roger G. Ibbotson shared his insights.

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.

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: Who Will Dominate Mobile Payments?

Of all the uses of fintech, mobile payment is arguably the one in which traditional financial institutions have lost the most share. Who will dominate mobile payments on a global scale? Larry Cao, CFA, explored the issue with Ken Chew, managing director of DBS Bank’s consumer finance business.

Blockchain Technology: What Will Be Its Biggest Bang?

Though blockchain technology has enormous promise, it has yet to gain many entry points into the finance industry. So where is the technology most likely to be applied over the next five years? We asked CFA Institute Financial NewsBrief readers for their assessment. Larry Cao, CFA, analyzes the results.

Best of 2016: Fintech

Many working in the financial industry are concerned about how fintech will affect their employers and their own career prospects. With the goal of bringing more clarity to this issue, Larry Cao, CFA, shares the stories that taught him the most about the subject in 2016.