2022 RFS FinTech with Itay Goldstein See RFS website
2020 RFS FinTech with Manju Puri See RFS website
I co-chair FinTech conferences with Review of Financial Studies
with dual submission option to RFS
Sponsoring Editors of the RFS: Itay Goldstein (University of Pennsylvania) and Manju Puri (Duke University)
Submission deadline: October 25, 2021 (Email me if any questions)
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RFS website: http://rfssfs.org/news/2022-gsu-rfs-fintech-conference/
SSRN announcement at https://www.ssrn.com/index.cfm/en/janda/announcement/?id=9160
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I provide service as
Management Science, Guest Associate Editor
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I host
GSU Capital Markets Workshops
2020
Presenter: Brian Bushee from Wharton Workshop Video links
Presenter: Suraj Srinivasan from Harvard Workshop Video links
Presenter: Mike Drake from Brigham Young Univ Workshop Video links
Presenter: Ilia Dichev from Emory University Workshop Video links
Presenter: K. Ramesh from Rice Univ Workshop Video links
Research Awards and Keynote speeches for FinTech, AI and Machine Learning
Award recipient of Deloitte Initiative for AI and Learning for developing trustworthy AI for social equity and climate change
Michael J. Brennan Award for the best paper published in Review of Financial Studies (with coauthors), How to Talk When Machines are Listening: Corporate Disclosure in the Age of AI
PanAgora Asset Management’s Dr. Richard A. Crowell Memorial Prize (with coauthors), Visual Information and AI Divide: Evidence from Corporate Executive Presentations.”
For those intrigued by the application of AI in extracting trading signals from corporate production pictures, we invite you to explore this research. Additionally, our paper delves into documenting the potential AI divide among various investor groups.
American Association of Individual Investors (AAII) Best paper award winner (with coauthors), From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses, 2022 Midwest Finance Association
Best Paper Award Winner (with coauthors), From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses, 2022 Global AI Finance Conference
Best Paper Award Winner (with coauthors), From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses, 2022 CFRC Conference, PBC School of Finance, Tsinghua University
Best Paper Award Winner (with coauthors), From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses, 2022 Annual Conference in Digital Economics, ACDE
Best Paper Award Winner in Asset Pricing (with coauthors), From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses, 2022 SFS Cavalcade Asia-Pacific Conference
Winner of the AMTD FinTech Centre Prize (with coauthors), How to Talk When Machines are Listening: Corporate Disclosure in the Age of AI, 2022 Asian Finance Association Conference
Best Paper Award Winner (with coauthors), How to Talk When Machines are Listening: Corporate Disclosure in the Age of AI, 2021 CAPANA Research Conference
Keynote Speaker for Pacific-Basin Finance Journal (PBFJ) special issue conference on “Artificial Intelligence and Machine Learning in Corporate Finance”, December 2023.
Keynote Speaker for “Machine Learning, AI and FinTech in Capital Market” at Stock Exchange of Thailand, Bangkok, Thailand, July 2023
Panel Speaker at “2023 AAAI Conference on Artificial Intelligence”
Panel Speaker at the Academy of Management conference for “Textual and Voice Analysis for CEO Traits and Emotion: Challenges and Future Research Directions”, August 2022
Keynote and Panel Speaker for “Latest NLP models in capital market research” at Technical University of Munich (Technische Universität München), Germany, Nov 18 - 19, 2021
Panel Speaker at “Toronto Rotman CPA Conference” (with 2,000 FinTech professionals and industry participants), Canada
See video broadcasted on Feb 17, 2021
Research Ideas Development
Shared readings for Ph.D. students: Drawing Insights from Ph.D. seminars at Emory, Georgia, Maryland, Minnesota, and UT Dallas
Exploring the Art of Generating and Assessing Research Ideas
AI Textbook Development
Machine Learning and AI, including ChatGPT, showcase extensive applicability across diverse domains. Nevertheless, domain knowledge is pivotal for the effective application of AI tools. This textbook is crafted to assist readers in comprehending domain-specific financial text and image data, which includes annual reports, press releases, conference calls, corporate images, corporate social media, and mutual fund disclosures. The book offers insights into data structures, textual content, features, and potential use cases, and incorporates textual analysis tools, including ChatGPT.
Textbook for download
· Analytics for Finance and Accounting: Data Structures and Applied AI
Tutorial videos for download
· Each chapter of the textbook has tutorial videos for instructors and students. Please click the video link in the table of contents of the textbook.
Slides for download
Python tutorial for web crawling and fundamental textual analysis:
· Applying GPT: analyzing conference call transcripts using both API and web interface
The textbook has gained recognition and adoption in universities worldwide, serving as a valuable resource for undergraduate, master's, and PH.D. courses. Notable institutions, such as the University of Maryland (scheduled), Lancaster University, HKUST, University of Turku, Tsinghua University, and Renmin University.
By invitations, I develop
One-week research workshops on Machine Learning, AI and FinTech for PhD students and junior faculty
invited by
U.S. Universities: Emory, University of Minnesota, University of Georgia (Finance), University of Texas Dallas (Accounting and Finance)
· Video 1: Outlook of Fintech and AI research
· Video 2: Textual analytic tools in Accounting and Finance
· Video 3: ML literature review, unsupervised and transfer learning, and Google BERT
· Video 5: Introduction to Knowledge Graph
· See more Tutorial Videos on YouTube
· Chinese version on Bilibili
International:
the Finnish doctoral program (KATAJA), Chinese University of Hong Kong (Accounting + Finance PhDs)
KAIST, Korea Advanced Institute of Science and Technology -한국과학기술원
Coverage for Research
Regulatory:
SEC Conference on Financial Market Regulation link
PCAOB/JAR conference 2018 link
Federal Reserve Bank Conference for Financial Stability link
National Bureau of Economic Research (NBER) Digest link
National Bureau of Economic Research (NBER) Big Data conference link
National Bureau of Economic Research (NBER) Artificial Intelligence conference link
National Bureau of Economic Research (NBER) Blockchain conference link
Media:
Financial Times link
CNBC link
The Guardian link
Quartz link
Columbia University Blue Sky Blog on corporations and capital markets link
University of Oxford Business Law Blog link
Duke University Global Financial Markets Center link
University of Chicago Booth Review link
Multiple commentaries invited by Wallethub.com
Selected FinTech, AI and Disclosure Works
How to Talk When Machines are Listening: Corporate Disclosure in the Age of AI , Review of Financial Studies
- Presentation at Stockholm Business School (discussant: Tim Loughran) Video Link
- Presentation at Wolfe Investment Research Video in English , Video in Chinese
Expert Network Calls (by hedge funds)
Negative Peer Disclosure. Journal of Financial Economics
Copycat Skills and Disclosure Costs: Evidence from Peer Companies’ Digital Footprints, Journal of Accounting Research
Technological Peer Pressure and Product Disclosure. The Accounting Review
Labor Market Benefit of Disaggregated Disclosure. Contemporary Accounting Research
Skin in the Game: Operating Growth, Firm Performance, and Future Stock Returns. Journal of Financial and Quantitative Analysis
Reexamining Growth Effects: Are All Types of Asset Growth the Same? Contemporary Accounting Research
Earnings volatility, post–earnings announcement drift, and trading frictions. Journal of Accounting Research