数字技术与经济金融前沿论坛（第23期）

摘要：

       FinTech and Financial Engineering are two closely related fields in finance, in the way that both are featured by intensive use of math, data and technologies usually used in computing science, physics, engineering, etc. The emergence of FinTech has been transforming the financial industry by creating new opportunities and challenges, while Financial Engineering, on the other hand, has been a key driver of financial innovation by enabling the creation of complex financial products and services. However, since the differences and relationship between those two fields have not been addressed clearly, it often causes confusion and difficulty in academia and practice. This paper provides an overview of the relationship between FinTech and Financial Engineering, highlighting their key differences and similarities, exploring the ways in which they are being used to develop new financial products and services, discussing the challenges faced by FinTech firms and financial engineers, and the opportunities for growth and development in the financial services industry, and the implications for the future of financial services.

主讲人介绍：

       叶龙森，北京大学数学系学士学位，北京理工大学工学硕士学位，加拿大约克大学 (York University)数学硕士学位，加拿大皇后大学 (Queen’s University) 金融博士学位.2006 年获得注册金融风险管理师 (FRM)认证。在加拿大圣玛丽大学首彼商学院 (Sobey School of Business, Saint Mary’s University)任教 18 年，担任金融学终身教授，曾担任金融系主任、金融硕士项目副主任等职，历任北京理工大学珠海学院会计与金融学院院长、江西财经大学国际学院院长、中国人民银行研究生部兼职教授、中南财经政法大学客座教授，上海大学 “自强学者”等职，以及金融风险管理师（FRM）和国际金融理财师（CFP）的资深培训师。研究领域包括金融风险管理、金融衍生品、股票投资等金融领域以及国际化教育研究。先后在许多学术刊物和国际学术会议论文集发表了二十余篇学术论文，在几十个国际学术会议上作学术报告，数次担任国际学术会议主席或分会主席。数十次受邀在人民银行、期货交易所、证劵公司等金融机构做讲座。有丰富的的教学经验，给研究生和本科生教授的主要课程有金融衍生品、金融工程、风险管理、证券投资学等。指导过七十多位研究生论文。近年来一直致力于金融科技（FinTech）的探索，创立了智能投资研究所，并担任理事长。