Lunatechs Workshop: AI & Trading (Lunatechs X Berkeley Club Hong Kong)
Details
NOTE: Event registration is managed on Luma. We had double the capacity register last time, so please include your Linkedin page or your company/position/interest area for us to help accept your registration. And arrive early as we will allow entry based on first come first serve day of.
Lunatechs and Berkeley Club Hong Kong are coming together to bring a great tech event to Hong Kong.
Wall Street is getting automated, and the alpha is moving from spreadsheets to code.
Join us for a high-signal, strictly technical night focused entirely on how AI is rewiring financial modeling, quantitative research, and live trading. We are skipping the high-level theory and diving straight into hands-on live demos. If you are building at the intersection of fintech and AI, or just want to see how the next generation of financial tools is engineered, this is for you.
## Important Disclaimer:
This presentation is for technical demonstration purposes only and is intended to showcase the capabilities of AI in financial data analysis and software development. The information provided, including any data models, outputs, or strategies shown, does not constitute financial, investment, or legal advice.
The Lineup:
- The AI Financial Analyst: Jason Xu, AI PM, ex-Google & Alibaba. His demo is live teardown of how to automate the grueling work of a junior investment banker. We'll show you how to combine Python and LLMs to autonomously fetch annual SEC filings, map historical data, reconcile statements, and generate a fully functional 3-statement financial model.
- Automated Trading Idea, News, & Research Generation: Alice Lam, independent investor who transitioned from fundamental research at a Tiger Cub hedge fund to quantitative analysis at Millennium; after earning a Master’s in Data Science from UC Berkeley, she now leverages AI to build her own systematic trading platform, automating the pipeline from raw data to a production-ready execution stack. Her demo will focus on generating automated reports using LLM, combining Finnhub APIs with personalized securities filter rules to curate your own portfolio.
- Quant Research Deep Dive: Shally Liu, Bilibili up主 / KOL 叫我Shally就好 and crypto market alpha researcher. Her demo involves how to use claude code to find features related to crypto market, explore the profitability of factors, and how to build a backtest simulation.
- The Frontier of Agentic Trading: Dale Satre, Advisor for Minara, an AI-powered financial agent designed for the digital asset ecosystem*.* His demo will showcase how users interact with Minara through natural language to analyze market trends, track on-chain activity, evaluate assets, and execute trades. The system combines market data, on-chain analytics, and community signals to generate insights and assist decision-making.
Who should attend: Builders, quants, founders, and developers looking to leverage the latest AI frameworks in the financial sector.
About Compass Offices
Compass Offices provides businesses with professional, efficient, and flexible workspaces tailored to support growth at every stage. Our serviced offices offer ready‑to‑use workspace solutions with flexible lease terms, making it easy for startups, SMEs, and multinational teams to scale as their needs evolve.
With prime locations across major business districts in Asia Pacific, Compass Offices provides a comfortable, convenient, and productivity driven environment designed to help companies stay agile and succeed in a fast changing business landscape.
About Lunatechs: Lunatechs is a community for people crazy about technology. Founders, developers, AI builders, creators, and tech enthusiasts. In today's AI world, teams are getting smaller and more solo, and many of us spend long hours at our computers building the future. Our events are designed to break that pattern. Get outside, connect with fellow builders in the real world, and have a good time doing it.
About Berkeley Club Hong Kong: The official UC Berkeley alumni association in Hong Kong.
About Minara: Minara is an AI-powered financial agent designed for the digital asset ecosystem. Its goal is to integrate the entire investment workflow — information retrieval, market analysis, and trade execution — into a single AI interface.