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  • TCFA 2026: Investing in the AI Era. November 7–8, 2026. Online and New York.
  • TCFA 2026: Investing in the AI Era. November 7–8, 2026. Online and New York.
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TCFA 2026 | 32nd Annual Conference: Investing in the AI Era

Sat Nov 7, 2026 8:00 PM - Sun Nov 8, 2026 5:00 PM Nov 7: Online | Nov 8: Fordham University School of Law, 150 W 62nd St, New York, NY, 10023

TCFA 2026 | 32nd Annual Conference: Investing in the AI Era

Sat Nov 7, 2026 8:00 PM - Sun Nov 8, 2026 5:00 PM Nov 7: Online | Nov 8: Fordham University School of Law, 150 W 62nd St, New York, NY, 10023

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Host: TCFA. Co-host: Fordham — Gabelli School of Business.

Join a free online program on Saturday evening (Eastern Time) and a full-day conference in New York City on Sunday, focused on AI, finance and the future of investing.

Choose how to attend

Saturday evening online · Free

Saturday, November 7 · 8:00 PM–10:45 PM Eastern Time (EST)
Sunday, November 8 · 9:00 AM–11:45 AM Beijing Time (UTC+8)

Sunday in New York · Lunch included

November 8 · Check-in 8:15 AM
Program 9:00 AM–5:00 PM Eastern Time (EST)
Fordham University School of Law
150 W 62nd St, New York, NY 10023

Every Sunday ticket also includes Saturday online access.

US$70 Early Bird · US$100 General Admission
Early Bird ends November 2, 2026 at 11:59 PM Eastern Time (EST), or when sold out.

Distinguished keynote speakers

Shan LiShan Li
Member, United Nations Investments Committee
Chairman of Japan, Asia North & Australia, Citi
Founder, 3TU Technologies
Ryan Hanrui WangRyan Hanrui Wang
Co-founder & CEO, Eigen AI; SVP, Applied AI, Nebius

PKU Mathematics Feature Panel

The Class of 2007: A PKU Mathematics Reunion

Yu DengYu Deng
2026 Fields Medalist; Professor, the University of Chicago
Weijie SuWeijie Su
2026 COPSS Presidents’ Award; Professor, The Wharton School of the University of Pennsylvania
Changping WangChangping Wang
Former Dean, School of Mathematical Sciences, Peking University; Former President, Fujian Normal University
Lillian LinLillian Lin
Moderator; Portfolio Manager, Wellington Management

Distinguished speakers

Alphabetized by first name, then last name

An YanAn Yan
Robert Bendheim Chair Professor in Economics and Financial Policy, Fordham Gabelli School of Business
Argyro TasitsiomiArgyro Tasitsiomi
Head of AI, T. Rowe Price
Atlas WangAtlas Wang
Research Director, XTX Markets; Associate Professor, The University of Texas at Austin
Ben CuiBen Cui
Founder & Chief Executive Officer, Sweet Intelligence
Chiheng TanChiheng Tan
Founder & CIO, Granite Alpha Capital
Daisy CaiDaisy Cai
General Partner, B Capital
Dan WangDan Wang
China Director, Eurasia Group
Danye WangDanye Wang
Managing Partner, UniGlobe Capital
Dapeng HuDapeng Hu
Managing Director, Head of Research and Risk Analytics, PennyMac
Dong TaoDong Tao
President, Pinpoint Asset Management (Hong Kong)
Emily YanEmily Yan
Head of Portfolio Strategy, Citadel Global Equities
Eugene ZhangEugene Zhang
Co-founder, TSVC
Gregory DacoGregory Daco
Chief Economist, EY-Parthenon
Henry MoHenry Mo
Chief Economist & Head of Market Strategy, Corebridge Financial
Howard ZhuHoward Zhu
Managing Director, Head of Analytics for the Americas, MSCI
Huihua YeHuihua Ye
Partner, AYD Law Firm, P.C.
Jerry YangJerry Yang
AI Builder; Former CEO, StarRides
Jianbiao DaiJianbiao Dai
Chairman & CEO, NetClass Technology
Jinlin WangJinlin Wang
General Partner, Foothill Ventures
Joy ZhangJoy Zhang
Managing Director, Head of Securitized Products Solutions Research, MSCI
Kathryn ZhaoKathryn Zhao
Professor of Cryptocurrency and Blockchain Technology & Board Member, S.C. Johnson Graduate School of Management, Cornell University
Kesi WangKesi Wang
Digital Infrastructure & Securitized Credit Trading, Bank of America Merrill Lynch
Larry LiLarry Li
Founder & Managing Partner, Amino Capital
Maggie WangMaggie Wang
Founder & Managing Partner, Anoris Capital
Marc GiannoniMarc Giannoni
Chief U.S. Economist, Barclays
Mark PatrickMark Patrick
Managing Director, Head of Macro & Country Risk and Credit Risk, TIAA
Muting Ren, CFAMuting Ren, CFA
Head of Systematic Credit, American Century Investments
Sachin JindalSachin Jindal
Partner & Managing Director, Tower Research Capital
Shawn FanShawn Fan
CEO, Ruidi Bio-Tech
Susan SongSusan Song
Founding Partner, Innovative Journey Law Group, PLLC
Tracy ChenTracy Chen
Portfolio Manager, Brandywine Global
Wen LiWen Li
Head of Engineering and AI, Asset Management, Moody’s
Wenzhe ZhaoWenzhe Zhao
Economist & Strategist, Progressive Capital Management
Xi ChenXi Chen
Managing Director & Head of AI for Electronic Markets, J.P. Morgan
Xiangrong YuXiangrong Yu
Chief China Economist, Citi

The program schedule

Eastern Time is EST (UTC−5) during this event.

Saturday, November 7 · Online

Eastern Time (EST) first · Beijing Time (UTC+8) second. All Beijing times below fall on Sunday, November 8.

8:00 PM Eastern Time (EST)
9:00 AM Beijing Time

Opening Remarks
Wen Li

8:10 PM Eastern Time (EST)
9:10 AM Beijing Time

Keynote
Shan Li

8:40 PM Eastern Time (EST)
9:40 AM Beijing Time

The Class of 2007: A PKU Mathematics Reunion
Yu Deng · Weijie Su · Changping Wang · Lillian Lin (Moderator)

9:20 PM Eastern Time (EST)
10:20 AM Beijing Time

AI and the Global Economy I
Dan Wang · Dong Tao · Xiangrong Yu · Wenzhe Zhao (Moderator)

10:00 PM Eastern Time (EST)
11:00 AM Beijing Time

China's AI Economy: Innovation, Commercialization and Investment Value
Jerry Yang · Shawn Fan (Moderator)

10:40 PM Eastern Time (EST)
11:40 AM Beijing Time

Closing Remarks

Sunday, November 8 · New York

All Sunday times are Eastern Time (EST).

8:15 AM
Registration & Breakfast

9:00 AM
Opening Remarks & Fordham Welcome
An Yan · Wen Li

9:15 AM
Keynote
Ryan Hanrui Wang

10:00 AM
AI and the Global Economy II
Gregory Daco · Marc Giannoni · Mark Patrick · Henry Mo (Moderator)

11:00 AM
AI in Equity Markets: Beyond the Magnificent Seven
Atlas Wang · Ben Cui · Emily Yan · Xi Chen · Howard Zhu (Moderator)

12:00 PM
Lunch & Networking

12:15 PM
Navigating U.S. Immigration: Key Updates and Practical Strategies (Lunch Q&A)
Huihua Ye · Susan Song

1:00 PM
Private Markets & AI: Venture, Growth Equity & Private Credit
Daisy Cai · Danye Wang · Eugene Zhang · Larry Li · Maggie Wang (Moderator)

2:00 PM
Financing the Build-Out: Credit Markets & the Data Center Boom
Tracy Chen · Kesi Wang (Moderator)

3:00 PM
Alpha from Algorithms: Quant, AI & the Future of Trading
Argyro Tasitsiomi · Kathryn Zhao · Sachin Jindal · Muting Ren, CFA (Moderator)

4:00 PM
Closing Panel: AI Applications and Investment
Chiheng Tan · Jianbiao Dai · Jinlin Wang · Sean Da · Dapeng Hu (Moderator)

5:00 PM
Following the conference
TCFA Board Election

Registration & entry

Up to 5 tickets per order. Each attendee needs their own unique email, Legal Name matching their photo ID, and Preferred Name for their badge.

Bring a valid photo ID for Sunday entry. Mobile phone is optional; include your country code.

Already registered for Saturday? Buy Sunday with the same email, then contact us to link your registrations. Online access instructions will be shared before the event.

Questions or corrections: tcfa.annual@gmail.com

Get directions to Fordham Law

Our sponsors

Our sponsors: Swiit AI; Fordham — Gabelli School of Business; Recursion; GlobaLink Securities; TSVC; Wind; MOGAO Hospitality Group

Media partners

Media partners: Tencent Finance; Sina Finance; Xueshuo; Wind

Community Alliance

Community Alliance: F&E Club; FoodmapNYC; CAST; AFS — Asian Financial Society; The Serica Initiative

F&E Club · FoodmapNYC · CAST · AFS — Asian Financial Society · The Serica Initiative

Location

Nov 7: Online | Nov 8: Fordham University School of Law, 150 W 62nd St, New York, NY, 10023