Schedule

Monday, November 27, 2023 (in EST)

• 8:30 am - 8:40 am Opening Remarks: Thomas J. De Luca, Senior Researcher, Vanguard Group

• 8:40 am - 9:10 am Keynote: Dr Will Cong, Professor, Cornell University
         Building AI Models for Investment via Goal-Oriented Search

• 9:10 am - 9:40 am Keynote: Dr Andrea Kő, Professor, Corvinus University of Budapest
        Neuro-fuzzy solutions for recommender systems

• 9:40 am - 10:10 am Speakers from Accepted Papers:

  1. • Using Machine Learning to Predict Investors’ Switching Behaviour [Paul Nixon, Evan Gilbert]

     • Stock Recommendations for Individual Investors: A Temporal Graph Network Approach with Diversification-Enhancing Contrastive Learning [Youngbin Lee, Yejin Kim, Joohwan Hong, Yongjae Lee]

• 10:10 am - 10:30 am Break

• 10:30 am - 11:00 am Keynote: Dr Han-Tai Shiao, Principal Data Scientist, Vanguard Group
            A Recommender System for Financial Advisors toward Efficient and Personalized Services

• 11:00 am - 11:30 am Keynote: Dr Richard McCreadie, Senior Lecturer, University of Glasgow
            The Customer is Not Always Right: Lessons when Learning from Past Investments

• 11:30 am - 12:15 pm Invited presentations: 

  1. • Dr Jongha Jeon -- Explainable AI driven Credit Scoring Technology (ExACT) in Hana Financial Group

     • Dr James Slghee Kim -- Optimizing Loan Limits Using Customer Transaction Data

     • Mr Sungmin Jang -- AI/ML powered portfolio rebalancing support system for individual investors

• 12:15 pm - 12:30 pm Closing Remarks: Dr Yongjae Lee, Assistant Professor, UNIST