HedgeSpA
                     Why SPA in HedgeSPA?
Why SPA in HedgeSPA?
Sophisticated Predictive Analytics
Why SPA in HedgeSPA?
Sophisticated Predictive Analytics
李李李李李李李李李李李李李 • Bernard Lee, Ph.D., CFA
Problems
Insurance: Asset Mgt: Wealth Mgt:
Asset Liability Mgt Finding Alpha Manageable Approach to 
Compliance Mitigating Drawdown Customized Portfolios
Products
WealthSPA:
InsurSPA: AssetSPA:
Scientific Advisory           
Capital Adequacy Outperform Upside 
15~20 Manageable 
IFRS 17 Reporting Protect Downside
Buckets
   李李 • 李李李 李李李李 • 李李李李
Science • Shreve (Carnegie Mellon) • Dempster (Cambridge)
 
• Karatzas (Columbia) • Fernholz (Janus CIO)
   李李 • 李李李 李李李李 • 李李李李
Science • Fernholz (Janus CIO)
• Robust – AI + Big Data
• Karatzas (Columbia) • Dempster (Cambridge)
 “ Wissenschaft Kunst” • Fast – Parallel Processing
• Shreve (Carnegie Mellon)
• Complex – 4th-order Math • 64 Processor -> 8 
Processor
Traditional Mean Variance 
   李李 • 李李李 李李李李 • 李李李李
Science • Fernholz (Janus CIO)
• Robust – AI + Big Data
• Karatzas (Columbia) • Dempster (Cambridge)
 “ Wissenschaft Kunst” • Fast – Parallel Processing
• Shreve (Carnegie Mellon)
• Complex – 4th-order Math • 64 Processor -> 8 
Processor
Traditional Mean Variance 
Minimizing Tail Risk
   李李 • 李李李 李李李李 • 李李李李
Science • Fernholz (Janus CIO)
• Robust – AI + Big Data
• Karatzas (Columbia) • Dempster (Cambridge)
 “ Wissenschaft Kunst” • Fast – Parallel Processing
• Shreve (Carnegie Mellon)
• Complex – 4th-order Math • 64 Processor -> 8 
Processor
Traditional Mean Variance Our Approach 
Minimizing Tail Risk
   李李 • 李李李 李李李李 • 李李李李
Science • Fernholz (Janus CIO)
• Robust – AI + Big Data
• Karatzas (Columbia) • Dempster (Cambridge)
 “ Wissenschaft Kunst” • Fast – Parallel Processing
• Shreve (Carnegie Mellon)
• Complex – 4th-order Math • 64 Processor -> 8 
Processor
Product Video:
InsurSPA
Recognition  
     Track Record
   
Recognition
     Track Record
       Awards
Wharton Accenture Ping An 
Schooll Fiintech Sparks Lab 
quant IInnovatiion Accelerator 1
finance Lab
priize 
Snoinmgaiinpaotriioen Monetary Hong Kong 
Airshow AI Authority of Institute of 
Excellence Singapore Bankers 
Award in MAS Fintech Fintech 
Emerging Award Award Merit 
Tech (2018) (2017) Cert. (2018)
Recognition Traction 
     Track Record
  W h a  rt oAnw ardAsccenture Ping An Schooll Fiintech Sparks Lab 
quant IInnovatiion Accelerator
finance Lab Major Top Leading Leading
priize UK Bank US Bank Swiss Bank UK Insurer
Snoinmgaiinpaotriioen Monetary Hong Kong       Partners:
Airshow AI Authority of Institute of 
Excellence Singapore Bankers 
Award in MAS Fintech Fintech 
Emerging Award Award Merit 
Tech (2018) (2017) Cert. (2018)
Business
Pricing • Asset-Under-Mgt (AUM) Pricing 
• Sites – LOI of more than 1B USD
– Ping An Tech and other consultants
• Terminals 
– Data Provider (70% China market)
Business
Pricing Revenues
• Terminals • 130M USD revenues in 4~5 years 
– Data Provider (70% China market)
• Terminal revenues -> first to cap out
• Sites 
– Ping An Tech and other consultants • Site revenues –> stable bread and butter 
• AUM Pricing • AUM revenues –> growth potential 
– LOI of more than 1B USD
Business
Pricing 
• 130M USD revenues in 4~5 years 
• Terminals 
– Data Provider (70% China market) • Terminal revenues -> first to cap out
• Sites • Site revenues –> stable bread and butter 
– Ping An Tech and other consultants
• AUM revenues –> growth potential 
• AUM Pricing 
– LOI of more than 1B USD
    Projections
Revenues
Business Leads
Advisors
• Head of Sales Asia & COO
• Professor, Imperial College London 
• Head of Sales EMEA/Americas – Nobel-level mathematician 
– Runs $$$ for Norway
• CEO @ Shanghai + 
    SWAT Team of Pre-sales • Former head of capital markets at 
Bain
• Former head of HSBC Private Bank 
(Suisse)
• Board member of International 
Association of Financial Engineers
• Former co-head of external managers 
at Abu Dhabi Investment Authority
Outcome
Vision
• Lead:  First ever investor into Paypal; Well 
• 130M USD Revenues in 4 ~ 5 years supported in CNY
• IPO in HK • Better balance of on-shore and off-shore 
investors
• Sustainable, dominant player
• Room left on off-shore side – we should 
talk!
Funding
Thank You!
English. tryout.hedgespa.com
https://www.hedgespa.com
Website. 李李李李 . shiyong.hedgespa.com
[email protected]
Email. 李李 . UI and Data 
m
WeChat. 李李 . Demo Scripts
wbernardlee
Skype.. 李李 . Interactive Help Files
hedgespa
李李 . User Guide 
(250 Pages, Compliance)
     USP     Vision
• Artificial Intelligence
• Big Data
• 130M USD Revenues in 4 
• Cloud Computing ~ 5 years
• Demonstrated Success • IPO in HK
• Sustainable, dominant 
player