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HedgeSpA

Ping An cloud Accelerator

PAAccelerator
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HedgeSpA

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  1. Why SPA in HedgeSPA?

  2. Why SPA in HedgeSPA? Sophisticated Predictive Analytics

  3. Why SPA in HedgeSPA? Sophisticated Predictive Analytics 李颖斌博士，注册金融分析师 •Bernard Lee, Ph.D., CFA

  4. Problems Insurance: Asset Liability Mgt Compliance Wealth Mgt: Manageable Approach to Customized Portfolios Asset Mgt: Finding Alpha Mitigating Drawdown

  5. Products InsurSPA: Capital Adequacy IFRS 17 Reporting WealthSPA: Scientific Advisory 15~20 Manageable Buckets AssetSPA: Outperform Upside Protect Downside

  6. 科艺 • 과학적 퍼포먼스 • 科技の芸 Science • Karatzas (Columbia) • Shreve (Carnegie Mellon) • Fernholz (Janus CIO) • Dempster (Cambridge)

  7. 科艺 • 과학적 퍼포먼스 • 科技の芸 Science • Karatzas (Columbia) • Shreve (Carnegie Mellon) • Fernholz (Janus CIO) • Dempster (Cambridge) “ Wissenschaft Kunst” • Complex – 4th-order Math • Robust – AI + Big Data • Fast – Parallel Processing • 64 Processor -> 8 Processor

  8. Traditional Mean Variance 科艺 • 과학적 퍼포먼스 • 科技の芸 Science • Karatzas (Columbia) • Shreve (Carnegie Mellon) • Fernholz (Janus CIO) • Dempster (Cambridge) “ Wissenschaft Kunst” • Complex – 4th-order Math • Robust – AI + Big Data • Fast – Parallel Processing • 64 Processor -> 8 Processor

  9. Traditional Mean Variance Minimizing Tail Risk 科艺 • 과학적 퍼포먼스 • 科技の芸 Science • Karatzas (Columbia) • Shreve (Carnegie Mellon) • Fernholz (Janus CIO) • Dempster (Cambridge) “ Wissenschaft Kunst” • Complex – 4th-order Math • Robust – AI + Big Data • Fast – Parallel Processing • 64 Processor -> 8 Processor

  10. Traditional Mean Variance Minimizing Tail Risk Our Approach 科艺 • 과학적 퍼포먼스 • 科技の芸 Science • Karatzas (Columbia) • Shreve (Carnegie Mellon) • Fernholz (Janus CIO) • Dempster (Cambridge) “ Wissenschaft Kunst” • Complex – 4th-order Math • Robust – AI + Big Data • Fast – Parallel Processing • 64 Processor -> 8 Processor

  11. Product Video: InsurSPA

  12. Recognition Track Record

  13. Recognition Track Record Awards 1 Wharton School quant finance prize nomination Accenture Fintech Innovation Lab Ping An Sparks Lab Accelerator Singapore Airshow AI Excellence Award in Emerging Tech (2018) Monetary Authority of Singapore MAS Fintech Award (2017) Hong Kong Institute of Bankers Fintech Award Merit Cert. (2018)

  14. Recognition Traction Track Record Awards Partners: Wharton School quant finance prize nomination Accenture Fintech Innovation Lab Ping An Sparks Lab Accelerator Major UK Bank Top US Bank Leading Swiss Bank Leading UK Insurer Singapore Airshow AI Excellence Award in Emerging Tech (2018) Monetary Authority of Singapore MAS Fintech Award (2017) Hong Kong Institute of Bankers Fintech Award Merit Cert. (2018)

  15. Business Pricing • Terminals • Data Provider (70% China market) • Sites • Ping An Tech and other consultants • Asset-Under-Mgt (AUM) Pricing • LOI of more than 1B USD

  16. Business Pricing • Terminals • Data Provider (70% China market) • Sites • Ping An Tech and other consultants • AUM Pricing • LOI of more than 1B USD Revenues • 130M USD revenues in 4~5 years • Terminal revenues -> first to cap out • Site revenues –> stable bread and butter • AUM revenues –> growth potential

  17. Business Pricing • Terminals • Data Provider (70% China market) • Sites • Ping An Tech and other consultants • AUM Pricing • LOI of more than 1B USD Revenues • 130M USD revenues in 4~5 years • Terminal revenues -> first to cap out • Site revenues –> stable bread and butter • AUM revenues –> growth potential Projections

  18. Business Leads • Head of Sales Asia & COO • Head of Sales EMEA/Americas • CEO @ Shanghai + SWAT Team of Pre-sales Advisors • Professor, Imperial College London • Nobel-level mathematician • Runs $$$ for Norway • Former head of capital markets at Bain • Former head of HSBC Private Bank (Suisse) • Board member of International Association of Financial Engineers • Former co-head of external managers at Abu Dhabi Investment Authority

  19. Outcome Vision • 130M USD Revenues in 4 ~ 5 years • IPO in HK • Sustainable, dominant player Funding • Lead: First ever investor into Paypal; Well supported in CNY • Better balance of on-shore and off-shore investors • Room left on off-shore side – we should talk!

  20. Thank You! tryout.hedgespa.com shiyong.hedgespa.com UI and Data Demo Scripts Interactive Help Files User Guide (250 Pages, Compliance) English. 简体中文. 双语. 双语. 双语. 双语. Website. Email. WeChat. Skype.. https://www.hedgespa.com bernard.lee@hedgespa.com wbernardlee hedgespa

  21. USP Vision • Artificial Intelligence • Big Data • Cloud Computing • Demonstrated Success • 130M USD Revenues in 4 ~ 5 years • IPO in HK • Sustainable, dominant player

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