I have delivered numerous guest lectures at various universities and mutual funds, sharing insights and research findings in asset pricing, factor investing, and quantitative investment. Additionally, I have conducted several talks at sell-side strategy conferences, where I discussed market trends and investment methodologies.

Keynote

  • 投研视角下的量化投资展望. 2025 中国金融科技学术年会人工智能与资产管理分论坛, 06/2025
  • 漫谈量化投资. 东北证券 2023 策略会总量专场, 02/2023
  • 因子投资的高维数时代. 2022 西部证券策略会, 12/2022
  • Map Theory to Practice: A Factor Investing Perspective. 海通证券量化投资论坛, 08/2021
  • 漫谈量化投资. 2021 年度北京 CFA 协会 CFA® 资格认证授证仪式暨金融论坛, 06/2021
  • 资产配置的 Dos 和 Don’ts. 开源证券中期策略会量化和资产配置专场, 05/2021
  • 因子投资实务思考. 华创证券因子投资量化论坛, 10/2020
  • 因子投资的几点思考. 东北证券 2020 年度中期策略会专家论坛, 07/2020
  • 基本面因子投资的三点思考. 海通证券基本面、量化与另类数据论坛, 10/2019
  • 商品期货中的量化投资. 中信期货大类资产配置及大宗商品应用论坛, 08/2019

Lectures on advance in asset pricing/factor investing at universities

  • Xi’an Jiaotong-Liverpool University, 04/2025
  • Fudan University, 03/2025, 10/2021
  • Nanjing University, 06/2022
  • Shanghai Advanced Institute of Finance, 05/2022, 06/2021
  • Renmin University of China, 11/2021
  • Peking University, 12/2020
  • Tianjin University, 04/2020

Lectures on quantitative investment at universities

  • Southwestern University of Finance and Economics, 06/2023
  • Central University of Finance and Economics, 06/2023
  • Nanjing University, 11/2021
  • Peking University HSBC Business School, 09/2021
  • Shanghai University, 07/2021
  • Peking University, 06/2021
  • Tsinghua University, 11/2018

Lectures on advances in asset pricing/factor investing for institutional investors

  • E Fund Management, 10/2021
  • Fullgoal Fund Management, 10/2021, 11/2020
  • China Merchants Fund, 09/2021
  • China Southern Asset Management, 04/2021
  • ICBC Credit Suisse Asset Management, 03/2021
  • China Asset Management, 03/2021
  • Hua’an Fund Management, 12/2020
  • Hwabao WP Fund, 12/2020
  • Everbright Pramerica Fund, 12/2020
  • Bank of Communications Schroder Fund, 11/2020
  • Bosera Asset Management, 11/2020
  • Taikang Asset, 10/2020
  • Penghua Fund Management, 09/2020

Invited Private Talks

  • Hongyuan Futures, 05/2024
  • COFCO Futures, 07/2023
  • SDIC Essence Futures, 05/2019