Interconnected Capital: Visualizing WAM, PE, RE, and HF Data with Neo4j

Session Track: Knowledge Graphs

Session Time: 12:00 am - 12:30 am November 7

Session description

Wealth and Asset Management (WAM), private equity (PE), real estate (RE), and hedge funds (HF) generate deeply interconnected data—from fund structures to ownership hierarchies to market events. This session demonstrates how Neo4j empowers finance professionals to visualize and manage these complex relationships, enabling better portfolio insights, investor transparency, and compliance.

Speakers

Han Wang

EY, FSO Tax Technology Transformation

Han is a manager in the FSO TTT service focused on enterprise scale data platform design and implementation and AI/ML use cases. Han leads a team with more than 30 team members to help FSO clients with all stages of enterprise data transformation journey. Han has specialty in large-scale automated data ingestion, data quality scanning, data cleansing, data transformation, common data model, machine learning, event-driven architecture, and cloud infrastructure.

Michael Tran

FSO Tax Technology Strategist, EY

Michael Tran is a senior manager in the Tax Technology and Transformation practice at EY, bringing years of experience in designing and implementing cutting-edge technology solutions for tax functions. He specializes in harnessing AI and data to drive efficiency and unlock transformative capabilities for clients navigating complex tax landscapes. Michael oversees the development of end-to-end technology ecosystems for clients, managing both internal tax compliance tools and client-facing implementations. Currently, he is spearheading a high-impact project to reimagine tax processes through AI-driven transformation, leveraging advanced data platforms and graph technology to enable powerful analytics and new possibilities previously constrained by legacy systems.