Workshop #3: Financial Analysis & Modeling using AI

This Workshop is the Third of a Series of Three Workshops organised by The Wharton Club of Hong Kong and Insead Alumni Association of Hong Kong, in collaboration with HKGCC covering Vibe Coding, Agentic AI and Financial Analysis & Modeling using AI.

IMPORTANT NOTE: This Page Registers you ONLY FOR THE THIRD WORKSHOP of the series, to purchase our Bundled Package of All Three Workshops, Please Click Here.

Our Last of the Three Full Day AI Workshop Series Focuses on Financial Analysis & Modeling.

Hong Kong is famous as a Global Financial centre, with some of the highest compensated jobs in the city being in the Financial Services Industry. Going forward it's possible that much of Financial Analysis and Modeling might be performed / assisted by AI Agent.

This workshop assimilates the learnings of the previous workshops of Vibe coding and AI Agents to use cases from both Sell Side and Buy Side, covering roles of Investment Banking Analyst and Equity Research Analyst. 

Full Day Workshop Agenda (Sat 14 Nov 2026)

Welcome & Registration (9:15 AM to 9:30 AM)

Session 1: Recap & Setup (9:30 AM to 11:00 AM)

• Interactive recap of Sessions 1-2
• Analyst Profiles: Key Analyst tasks & deliverables (Finance, Equities, Investment Banking...)
  • Group Brainstorming Exercise
• Data sources: Public datasets for Analysts

Coffee Break (11:00 AM to 11:15 AM)

Session 2: Testing the Analyst AI Toolkit (11:15 AM to 12:30 PM)

• AI Tool Capability: Which Analyst tasks can AI do today? Which AI tools?
• Demo: Testing different AI tools on common Analyst tasks
  • AI Models: Claude/GPT/Gemini vs. Qwen/DeepSeek/Kimi
  • AI Desktop Agents: e.g., Copilot, LM Studio Bionic
• Workflows: Connecting data sources and tools to AI platforms (web & desktop)
• Prompting & context: Crafting and refining task-specific prompts

Lunch (12:30 PM to 2:00 PM) 

Session 3: Building your AI Investment Banking Analyst (2:00 Pm to 3:15 PM)

• Live Build: AI Investment Banking Analyst
  • Create deal model (e.g., M&A) with key assumptions + sensitivities
  • Draft pitch deck and narrative from model outputs
  • Identify deal risks
• Promotion or Probation: Can your AI Analyst be trusted?

Coffee Break (3:15 PM to 3:30 PM)

Session 4: Building your AI Equity Analyst (3:30 PM to 4:30 PM)

• Live Build: AI Equity Analyst
  • Conduct investment research on a public company and gathering data
  • Create or update a valuation model
  • Draft investment memo
• Performance Appraisal: Where did your Analyst need help? 

Session 5: The future of autonomous finance agents (4:30 PM to 5:00 PM)

• Discussion: Which AI Analysts will we see in financial services?How will human analyst roles change?
• How can AI-aware leaders hire, organize and train their teams?

Happy Hour (5:00 PM to 6:00 PM)

Pricing (includes Lunch & Happy Hour):

• Workshop #3 (Financial Analysis & Modeling using AI): HKD 2,400

Note on Pricing: The Workshop series is being provided to Alumni at a Steep-Discount to Market, thanks to our alumni instructor and event venue partner. Market price of comparable corporate workshops on AI range between HKD 8k to HKD 15k per person per day.

Guidance to Register Early: Like our previous Workshops, there may be pre-Workshop MOOCs, readings / assignments, study groups etc which will be shared well in advance with those registered. So Registering Early is highly recommended for the prep-work. In Addition, Seats are Limited to 60 pax and we expect a large cohort of returning alumni of past workshops (over 100+ alumni), to register again. So Register ASAP, as we expect the Workshops to be highly over-subscribed.