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May 14, 2026 · Compass Offices, Lee Garden Two, Causeway Bay · 3 min read

Lunatechs Workshop: AI & Trading

My recap from the Lunatechs AI & Trading workshop in Hong Kong: four live demos on filings, research agents, crypto factor testing, and trading interfaces.

AITradingFinanceHong KongLunatechsBerkeley Club
4 Speakers
4 Live Demos
3 hrs Talks + Q&A
Packed room at Compass Offices during the AI Trading workshop
Compass Offices, 16th floor. Every seat taken, with people standing around the edges.

Lunatechs Meetup #11 · May 14, 2026

A packed room for AI trading demos.

The room was full before the talks started: packed couches, people along the glass, a livestream camera, and the usual food-and-badges cluster.

I was one of the four organizers and hosts. My job was check-in, room flow, speaker timing, and keeping space for questions.

”AI trading” gets vague fast. This night stayed specific: SEC filings, research dashboards, crypto factor tests, and natural-language trading agents.

Why this one worked

Less slides, more laptops.

We started with the disclaimer that nothing in the session was financial advice; it was a technical workshop about data, scripts, research tools, and trading interfaces.

The strongest moments were practical: how to parse a filing, how to test a factor, where to put checks, and when an agent should stop.

Speaker presenting to the packed AI Trading workshop audience
Laptops open, demos running, questions from the couches and the standing row.

Four workflows

Four speakers showed four different jobs for AI.

01

Jason Xu

Python + LLMs for the junior-banker grind: fetch filings, map line items, reconcile statements, and generate a 3-statement model.

02

Sandeep Muthangi

Agents for research notes: market data, outlier reports, thematic shifts, stored notes, and visualizations.

03

Shally Liu

Claude Code for crypto factor research: data exploration, sentiment features, factor testing, and a cautious first backtest.

04

Dale Satre

Minara as an agentic trading interface: research chat, strategy studio, backtesting, paper trading, and defined execution rules.

The constraint

Jason’s rule was the cleanest one.

Use code when the answer has to be exact. Use the LLM for messy labels, wording, and matching.

A general agent building a model from a 10-K can wander. The cleaner version was specific: Python fetches filings, code builds the structure, checks verify it, and the LLM helps map line items.

Audience watching a live AI Trading demo from the back of the room
People paid closest attention when the demo showed files, checks, and output.
Three Lunatechs attendees smiling in front of the packed room
The front-of-room selfie, with the crowd behind it.
Audience Q&A during the AI Trading workshop
Q&A stayed on details: restatements, temperature, scripts, and signal quality.

The room

Builders, quants, founders, finance people, and curious first-timers.

Compass Offices hosted us on the 16th floor at Lee Garden Two in Causeway Bay. Lunatechs and Berkeley Club Hong Kong brought the crowd.

Questions went straight to the hard parts: temperature, restatements, signal quality, Claude Code versus Python scripts, and the line between research assistant and trading system.

Standing-room audience during the AI Trading workshop
Standing room only by the time the talks were underway.

After the talks

The pizza counter kept the night going.

People stayed after the livestream ended. Old friends caught up, strangers compared notes, and a few people asked for repos.

Most of the best conversations happened away from the projector, with paper plates in hand.

Pizza table after the AI Trading workshop
Pizza and post-talk debriefs.
Lunatechs sign and small props on the event table
Lunatechs sign, name tags, and post-talk cleanup.
Attendees chatting after the AI Trading workshop

Closing note

Hong Kong needs more rooms where demos can break in public.

AI in finance is easy to sell from a slide. It is more useful when someone opens the laptop, shows the script, and names the guardrails.

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