{"id":28455,"date":"2017-10-23T22:29:05","date_gmt":"2017-10-24T02:29:05","guid":{"rendered":"https:\/\/www.bu.edu\/cise\/?p=28455"},"modified":"2021-08-16T21:11:03","modified_gmt":"2021-08-17T01:11:03","slug":"wei-lai-cise-industry-roundtable-october-20-2017-2","status":"publish","type":"post","link":"https:\/\/www.bu.edu\/cise\/wei-lai-cise-industry-roundtable-october-20-2017-2\/","title":{"rendered":"Wei Lai, CISE Industry Roundtable \u2013 October 20, 2017"},"content":{"rendered":"<p><img loading=\"lazy\" src=\"http:\/\/www.bu.edu\/systems\/files\/2017\/10\/Lai-Wei-214x300.jpg\" alt=\"Lai, Wei\" class=\"size-medium wp-image-21080 alignleft\" width=\"214\" height=\"300\" srcset=\"http:\/\/www.bu.edu\/systems\/files\/2017\/10\/Lai-Wei-214x300.jpg 214w, http:\/\/www.bu.edu\/systems\/files\/2017\/10\/Lai-Wei-768x1075.jpg 768w, http:\/\/www.bu.edu\/systems\/files\/2017\/10\/Lai-Wei-731x1024.jpg 731w, http:\/\/www.bu.edu\/systems\/files\/2017\/10\/Lai-Wei.jpg 1500w\" sizes=\"(max-width: 214px) 100vw, 214px\" \/>Wei Lai, Senior Portfolio Engineer at Strategic Advisers, Inc. (SAI), spoke to CISE graduate students at the 1<sup>st<\/sup> Fall Semester 2017 Industry Roundtable. His PhD faculty advisor, Yannis Paschalidis, introduced him as a \u201cgifted student who did much of his own work independently.\u201d<\/p>\n<p>Currently, Dr. Lai manages customized, tax-sensitive portfolios and separately managed accounts (SMAs) for individual clients and trusts. For him, SAI has a \u201cstrong, experienced, and dedicated team of financial planners\u201d with approximately 250 employees in Boston alone. When asked what advice he could provide to students, he said that \u201cit is vital to be proactive in educating ourselves even after graduation.\u201d He believes in the necessity to keep his \u201cmind open to new ideas, and grow with new knowledge continuously.\u201d Lai stressed that fulfillment at work has to do with what is the value added. \u201cFor me, the client matters most and for every account, there is a name behind it. I need to know that my clients are taken care of. I also make sure that what I do is good for society.\u201d This applies to all occupations and positions regardless of what direction is chosen in the professional world.<\/p>\n<p>Dr. Lai earned his bachelor of science degree in automatic control as well as his master of science degree in systems engineering, from Huazhong University of Science and Technology. He also earned his PhD in systems engineering from Boston University. Additionally, Dr. Lai is a CFA<sup>\u00ae<\/sup> and a Chartered Alternative Investment Analyst (CAIA) charter holder.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wei Lai, Senior Portfolio Engineer at Strategic Advisers, Inc. (SAI), spoke to CISE graduate students at the 1st Fall Semester 2017 Industry Roundtable. His PhD faculty advisor, Yannis Paschalidis, introduced him as a \u201cgifted student who did much of his own work independently.\u201d Currently, Dr. Lai manages customized, tax-sensitive portfolios and separately managed accounts (SMAs) [&hellip;]<\/p>\n","protected":false},"author":18605,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[244],"tags":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/posts\/28455"}],"collection":[{"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/users\/18605"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/comments?post=28455"}],"version-history":[{"count":2,"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/posts\/28455\/revisions"}],"predecessor-version":[{"id":28458,"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/posts\/28455\/revisions\/28458"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/media?parent=28455"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/categories?post=28455"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bu.edu\/cise\/wp-json\/wp\/v2\/tags?post=28455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}