Shally Liu addressing a packed room at Compass Offices for the AI & Trading Workshop
Signature Workshop · Recap

AI & TRADING

Use AI today to level up your stock trading workflow.

A great night of new friends, old friends, and four superstar speakers who brought down the house — live demos of how AI is reshaping the way real money gets researched, analyzed, and traded.

LUNATECHS MEETUP #11 · MAY 14, 2026
Scroll

The night, at a glance

Three hours, four speakers, four live demos, one packed room.

4
Speakers
all hands-on demos
4
Live demos
no slideware
3 hrs
Talks + Q&A
+ rooftop social after
1
Signature workshop
Meetup #11

Compass Offices, Causeway Bay

Compass Offices in Causeway Bay. Couches, a big screen, and enough room for a packed crowd.

The lounge at Compass Offices filled with attendees facing the speaker

A full house at Compass Offices — every seat taken, standing room around the edges.

Why AI & Trading, why now

The pitch in one line: AI isn't a far-off future for finance — it's something you can plug into your workflow this week.

AI Stock Trading title screen at the start of the workshop

Four practitioners. Four real workflows.

We brought in four people who actually use AI in financial workflows — not pundits, not headlines. An AI PM building an automated financial analyst, a 20-year investor wiring agents into research, a quant researcher using Claude Code on crypto factor data, and an advisor on the frontier of agentic trading.

The brief to each speaker: skip the hype, show the demo, tell us what actually works today.

Practical, hands-on, no fluff

On the mic

Speakers cycled through the front of the room — laptop tethered to the big screen, live demos running, audience leaning in.

The room was packed end-to-end

Every seat on the couches taken, a back row standing, a tripod-mounted camera at the side for the livestream. The crowd was a mix — equities folks, crypto natives, AI engineers, and a few first-timers who saw it on Luma and showed up.

Q&A between talks ran almost as long as the talks.

Sandeep presenting his Daily Outlier Report to a packed audience

Four superstars

Each speaker walked the audience through a real workflow — fetching data, running an agent, evaluating the output, iterating on prompts. Live, not pre-baked.

Jason Xu
SPEAKER 01
Jason Xu
AI PM · ex-Google, ex-Alibaba
The AI Financial Analyst

Showed how Python + LLMs can do the work of a junior investment banker — fetching SEC filings, mapping the data, reconciling statements, and generating a full 3-statement financial model. Follow on X: @DecentralizedXu

Sandeep Muthangi
SPEAKER 02
Sandeep Muthangi
Investor & researcher · 20+ yrs · ex-Head of Research, $4bn EM fund
Automated Trading Ideas, News & Research

MBA from IIM Calcutta with a CS Engineering background. Demonstrated AI agents navigating market data — identifying thematic shifts, parsing news, and surfacing investment opportunities a human analyst would take days to spot.

Shally Liu
SPEAKER 03
Shally Liu
Quant Research · Ex-PIMCO · MS Financial Math, U Chicago
Quant Research Deep Dive

Mid-frequency systematic trading strategies for crypto currencies — signal research, backtesting, execution, risk. Walked through using Claude Code to discover crypto-market features, explore factor profitability, and build backtest simulations from scratch. Also building Flare, a relationship-intelligence side project.

Dale Satre
SPEAKER 04
Dale Satre
Advisor at Minara
The Frontier of Agentic Trading

Showed natural-language interaction with Minara, an AI-powered financial agent — market analysis, on-chain activity tracking, asset evaluation, and trade execution all driven by conversation. A live look at where agentic trading is heading.

The full livestream

Missed it, or want to rewatch a specific demo? The whole three-hour evening is archived on YouTube.

After the talks: friends, old and new

Talks were the headline. Pizza and conversation after are why people come back.

Attendees mingling around the pizza station after the talks

The community is the point

Lunatechs is a tech-enthusiast group in Hong Kong. The workshops are great, but the part people remember is the conversation after — pizza on the counter, old friends catching up, strangers swapping notes on agents and backtests.

Big thanks to our four speakers for showing up with real demos, and to everyone who packed the room.

🍤 Come boba and tech with us

Our partners for the night

Workshops like this don't happen without the people who open up the space, share the audience, and feed everyone. Big thanks to:

Venue Partner
Compass Offices

Compass Offices provides businesses with professional, efficient, and flexible workspaces tailored to support growth at every stage. They opened up their Causeway Bay lounge for the night. @compassoffices

Co-Host
Berkeley Club of Hong Kong

The official UC Berkeley alumni association in Hong Kong — helping members stay involved with the university, build friendships, and network with fellow alumni. @berkeleyclubhk

Food Sponsor
Paul Chen

Covered the pizza spread that kept the post-talk conversations going — the pizza counter was the second-most-crowded spot of the night.

Moments

A quick tour of the night.