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Cheriton School of Computer Science

Language Skills

Language Read Write Speak Understand Peer Review

English Yes Yes Yes Yes Yes

Degrees

- 1988/9 Doctorate, Computer Science, University of Waterloo Supervisors: Andrew Conn, 1985/9 - 1988/8

- 1985/10

Recognitions

Master's Thesis, Computer Science, University of Waterloo Supervisors: Andrew Conn, 1983/9 - 1985/8

2017/5 - 2020/4 Marsland Faculty Fellow University of Waterloo Prize / Award

The Marsland Fellowship in Information Technology provides a visible, enduring legacy for the Marsland family’s support of information technology at the University of Waterloo. The fellowship also provides a key element in supporting the expansion of the David R. Cheriton School of Computer Science.

2015/5 Outstanding Performance Award, Faculty of Math University of Waterloo

Prize / Award

Outstanding Performance Award for exceptional contributions to teaching and

scholarship at the University of Waterloo. The award recognizes the top 10 per cent of the faculty at the university.

2011/4 - 2013/4 the 4th place in Heritage Provider Network Health Prize Competition Heritage Provider Network Inc

Prize / Award

Together with PhD student, A. Tayal and colleague, T.F. Coleman, we achieved the 4th place in Heritage Provider Network Health Prize Competition,a data mining competition which ran April 4, 2011 - April 4, 2013.

User Profile

Research Specialization Keywords: Sci Computing, Optimization, Data mining, Finance

Employment

2005/7 Professor

Cheriton School of Computer Science, Mathematics/Cheriton School of Computer Science, University of Waterloo

Full-time, Professor Tenure Status: Tenure

Dr. Yuying Li

148

2013/7 - 2015/6 Associate Dean, Graduate Studies, Faculty of Mathematics

Computer Science, Mathematics/Cheriton School of Computer Science, University of Waterloo

Full-time, Term, Professor Tenure Status: Tenure

2011/7 - 2013/6 Co-Director for Computing and Financial Management

Cheriton School of Computer Science, Mathematics/Cheriton School of Computer Science, University of Waterloo

Full-time, Term, Professor Tenure Status: Tenure 2008/7 - 2010/6 Director of Graduate Studies

Cheriton School of Computer Science, University of Waterloo Full-time, Term, Professor

Tenure Status: Tenure

2006/7 - 2008/6 Associate Director of Graduate Studies

Cheriton School of Computer Science, Mathematics/Cheriton School of Computer Science, University of Waterloo

Full-time, Term, Professor Tenure Status: Tenure 1995/7 - 2005/6 Senior Research Associate

Computer Science, Engineering, Cornell University Full-time

Tenure Status: Non Tenure Track 1988/7 - 1995/6 Research Associate

Computer Science, Engineering, Cornell University Full-time

Tenure Status: Non Tenure Track

Research Funding History

Awarded [n=2] 2014/4 - 2019/3 Principal Applicant

Effective Computational Optimization in Data Mining and Financial Applications Funding Sources:

Natural Sciences and Engineering Research Council of Canada (NSERC) NSERC

Total Funding - 130,000

Portion of Funding Received - 26,000 Funding Competitive?: Yes

2009/5 - 2013/4 Principal Investigator

Optimization and Finance NSERC Discovery Funding Sources:

Natural Sciences and Engineering Research Council of Canada (NSERC) Total Funding - 95,000

Portion of Funding Received - 95,000 Funding Competitive?: Yes

Dr. Yuying Li

149 2010/1 - 2012/12

Co-investigator

Optimal trading, hedging and investing Credit Suisse (New York) Funding Sources:

Credit Suisse (New York) Total Funding - 75,000

Portion of Funding Received - 69,300 Funding Competitive?: Yes

Co-investigator : Forsyth, P A; Heunis, A

Student/Postdoctoral Supervision

Bachelor’s Honours [n=1]

2014/9 - 2014/12 Gan Lin (Completed) , University of Waterloo

Principal Supervisor Thesis/Project Title: Comparing stability of CVaR optimization methods Present Position: MMath student in Waterloo

Master’s non-Thesis [n=4] 2017/9 - 2018/8

Principal Supervisor

Beini Fan (In Progress) , University of Waterloo

Thesis/Project Title: Kernel methods for dynamic hedging Present Position: MMath candidate

2014/5 - 2015/12 Principal Supervisor

Yinuo Liu (Completed) , University of Waterloo

Thesis/Project Title: Data mining methods for efficient valuation of large portfolio of variable annuities

Present Position: unknown 2012/9 - 2013/8

Principal Supervisor

Liu, Xichen (Completed) , University of Waterloo

Thesis/Project Title: Kernel function optimization for local volatility function Present Position: MMath Student

2012/9 - 2013/12 Principal Supervisor

Yao, Xin (Completed) , University of Waterloo

Thesis/Project Title: SVM based on similarity measures for categorical data Present Position: MMath Student

Master’s Thesis [n=12] 2018/1 - 2019/12

Co-Supervisor

Yingluo Xun (In Progress) , University of Waterloo Student Degree Expected Date: 2019/12

Thesis/Project Title: Reinforcement learning for dynamic trading strategies Present Position: MMath candidate

2018/1 - 2019/12 Principal Supervisor

Chufeng Hu (In Progress) , University of Waterloo Student Degree Expected Date: 2019/12

Thesis/Project Title: Data analytics for long/short strategies Present Position: MMath candidate, Univ of Waterloo 2017/1 - 2018/12

Principal Supervisor

Bo Wang (In Progress) , University of Waterloo Student Degree Expected Date: 2018/12

Thesis/Project Title: Deep Learning for Asset Return Modeling Present Position: MMath candidate

2015/5 - 2017/10 Co-Supervisor

Colleen Kinrose (Completed) , University of Waterloo

Thesis/Project Title: Trust Region Methods for Training Neural Networks Present Position: unknown

Dr. Yuying Li

150 2014/1 - 2015/8

Co-Supervisor

Victor Xu (Completed) , University of Waterloo

Thesis/Project Title: Theft detection in smart grid network Present Position: unknown

2012/9 - 2014/8 Co-Supervisor

Nian, Ke (In Progress) , University of Waterloo

Thesis/Project Title: Unsupervised outlier detections: an ensemble approach Present Position: MMath Student

2012/9 - 2014/12 Principal Supervisor

Zhang, Haofan (Completed) , University of Waterloo

Thesis/Project Title: Unsupervised outlier detections of auto insurance frauds Present Position: MMath Student

2012/9 - 2013/4 Principal Supervisor

Wang, Yu (Completed) , University of Waterloo Thesis/Project Title: Portfolio optimization Present Position: MMath Student

2011/9 - 2012/8 Principal Supervisor

Li, Zeyu (Completed) , University of Waterloo

Thesis/Project Title: Optimal Execution Using Realized Volatility Present Position: Citigroup

2010/9 - 2013/12 Principal Supervisor

Chow, Johnny (Completed) , University of Waterloo

Thesis/Project Title: Stability analysis of a smooth CVaR optimization method Present Position: Numerix Canada LLC

2010/9 - 2012/8 Principal Supervisor

Xi, Jiong (Completed) , University of Waterloo Thesis/Project Title: Portfolio VaR Optimization Present Position: Google software engineer, CA 2009/9 - 2011/12

Principal Supervisor

Doctorate [n=4]

Wisebourt, Shaul (Completed) , University of Waterloo

Thesis/Project Title: Hierarchical Hidden Markov Model of High-Frequency Market Present Position: Canada Pension Plan Investment Board

2014/9 - 2019/8 Co-Supervisor

Ke Nian (In Progress) , University of Waterloo Student Degree Expected Date: 2019/8

Thesis/Project Title: Data Mining Algorithms for Time Series Data Present Position: Ph D candidate

2013/9 - 2019/12 Co-Supervisor

Cheung, Edward (In Progress) , Waterloo Thesis/Project Title: Semi-supervised Learning Present Position: Doctoral Candidate

2010/9 - 2014/4 Co-Supervisor

Tayal, Aditya (Completed) , University of Waterloo

Thesis/Project Title: Nonconvex Optimization for Data Mining Present Position: PhD Candidate

2006/9 - 2012/12 Principal Supervisor

Moazeni, Somayeh (Completed) , University of Waterloo Thesis/Project Title: Optimal Execution Cost Problem Present Position: Postdoc at Princeton University

Editorial Activities

2015/1 - 2018/12 Associate Editor, Journal of Finance and Data Science, Journal 2008/1 - 2018/12 Associate Editor, Journal of Computational Finance, Journal

Dr. Yuying Li

151

Organizational Review Activities

2017/4 - 2017/4 Reviewer, Natural Sciences and Engineering Research Council of Canada (NSERC) evaluation of a NSERC CRD research proposal

Presentations

1. None. (2016). Kernel Methods for Supervised and Unsupervised Learning. Masterclass, 2016 Institute of Advanced Studies, Perth, Australia

Main Audience: Researcher Invited?: Yes, Keynote?: No

2. Aditya Tayal and Tom Coleman. (2016). RankRC for Learning from Unbalanced Data. INFORMS Optimization Society Conference, Princeton, United States

Main Audience: Researcher Invited?: Yes, Keynote?: No

3. K Nian and T.F. Coleman. (2016). Learning Optimal Local Risk Hedging Directly from Market. SIAN Financial Mathematics Conference, Austin, United States

Main Audience: Researcher Invited?: Yes, Keynote?: No

4. None. (2016). Data Learning Approach for Financial Analysis and Modeling. Special short course, Amsterdam, Netherlands

Main Audience: Researcher Invited?: Yes, Keynote?: No

5. (2016). A Data Mining Optimization Approach for Financial Valuation and Risk Management. Fields Institute Workshop on Nonlinear Optimization Algorithms and Industrial Applications, Toronto, Canada Main Audience: Researcher

Invited?: Yes, Keynote?: No

6. (2015). Optimal Data Driven Model for Financial Valuation and Risk Management. Fields Institute Lecture, Toronto, Canada

Main Audience: Researcher Invited?: Yes, Keynote?: No

7. T. F. Coleman. (2014). A Graduated Nonconvex Regularization for Sparse High Dimensional Model Estimation. AIDM, Wuhan, China

Main Audience: Researcher Invited?: No, Keynote?: No

8. (2014). Unbalanced Learning from RankRC and Bounding the difference from RankSVM. Wuhan University, Wuhan, China

Main Audience: Researcher Invited?: Yes, Keynote?: No

9. (2014). Data Mining in insurance industry. SouthWestern University of Finance and Economics, Chengdu, China

Main Audience: Researcher Invited?: Yes, Keynote?: No

10. (2013). Preservation of Scalarization Optimal Points in MV Optimization. EURO-INFORMS, Rome, Italy Invited?: Yes, Keynote?: No

Dr. Yuying Li

152 Main Audience: Researcher

Invited?: Yes, Keynote?: No

12. (2012). Market Impact and Robust Optimal Trade Execution. Research Seminar, HKUST, Hong Kong, Hong Kong

Invited?: Yes, Keynote?: No

Publications

Journal Articles

1. Kai Zheng and Yuying Li. (2018). Spectral Clustering for HMM Estimation. Annals of Operation Research. Submitted

Refereed?: Yes, Open Access?: Yes

2. K. Nian,T.F. Coleman and Y. Li. (2018). Learning Minimum Variance Discrete Hedging from Market. Journal of Quantitative Finance.

Accepted

Refereed?: Yes, Open Access?: Yes

3. Aditya Tayal, Thomas Coleman and Y. Li. (2017). Bounding the difference between RankRC and

RankSVM and application to multi-level rare class kernel ranking. Data Mining and Knowledge Discovery. Accepted

Refereed?: Yes, Open Access?: Yes

4. Moazeni S, Coleman T F, Li Y. (2016). Smoothing and Parametric Rules for Stochastic Mean-CVaR Optimal Execution Strategy. Annals of Operations Research. 237(1-2): 99-120.

Published

Refereed?: Yes, Open Access?: Yes

5. K Nian, H Zhang, A Tayal, T Coleman, Y Li. (2016). Auto Insurance Fraud Detection Using Unsupervised Spectral Ranking for Anomaly. Journal of Finance and Data Science. 2(1): 58-75.

Published

Refereed?: Yes, Open Access?: Yes

6. Duy-Minh Dang, Peter A. Forsyth and Yuying Li. (2016). Convergence of the Embedded Mean Variance Optimal Points with Discrete Sampling. Numerische Mathematik. 132(2): 271-302.

Published

Refereed?: Yes, Open Access?: Yes

7. A. Tayal, T.F. Coleman and Y. Li. (2015). RankRC: Large-scale Nonlinear Rare Class Ranking. IEEE Transactions on Knowledge and Data Engineering. 27: 3347-3359.

Published

Refereed?: Yes, Open Access?: Yes

8. Tayal A*, Coleman T F, Li Y. (2014). Primal Explicit Max Margin Feature Selection for Nonlinear Support Vector Machines. J. Pattern Recognition. 47(6): 2153--2164.

Published Refereed?: Yes

9. Tayal A., Coleman T. F., Li, Y.(2014). Bounding the difference Between RankRC and RankSVM and Application to Multi-Level Rare Class Kernel Ranking. Machine Learning Research. Submitted Refereed?: Yes

Dr. Yuying Li

153

10. Xi J., Coleman T. F., Li Y. and Tayal A.(2014). A Gradual Nonconvexification Method for Minimizing VaR. Journal of Risk. 26(3): 23--47.

Published

Refereed?: Yes, Open Access?: Yes

11. Tse S*, Forsyth P, Li Y. (2014). Preservation of Scalarization Optimal Points in the Embedding Technique for Continuous Time Mean Variance Optimization. SIAM Journal on Control and Optimization. 52(3): 1527--1546.

Published Refereed?: Yes

12. Moazeni S*, Coleman T. F., Li Y. (2013). Regularized Robust Optimization: The Optimal Portfolio Execution Case. Journal of Computational Optimization and Applications. 55(2): 341--377. Published

Refereed?: Yes

13. Coleman T F, Li Y, Wang C*. (2013). Stable Local Volatility Calibration Using Kernel Splines. Journal of Computational Optimization and Applications. 55(3): 675-702.

Published

Refereed?: Yes, Open Access?: Yes

14. Moazeni S*, Coleman T F, Li Y. (2013). Optimal Execution Under Jump Models for Uncertain Price Impact. Journal of Computational Finance. 16(4): 35-78.

Published

Refereed?: Yes, Open Access?: Yes

15. Xu D, Li Y. (2012). Empirical Evidence of Leverage Effect in a Stochastic Volatility Model: a Realized Volatility Approach. Frontiers of Economics in China. 7: 22-43.

Published

Refereed?: Yes, Open Access?: Yes

Reports

1. Peter Forsyth, Yuying Li, and Kenneth Vetzal. (2016). Are target date funds dinosaurs? Failure to adapt can lead to extinction. 8. University of Waterloo

Conference Publications

1. Eddie Cheung and Yuying Li. (2018). Nonsmooth FrankWolfe using Uniform Affine Approximations. AISTATS,

Paper Submitted

Refereed?: Yes, Invited?: No

2. Eddie Cheung and Yuying Li. (2017). Projection Free Rank Drop Steps. IJCAI. International Joint Conference on Artificial Intelligence (IJCAI), Melbourne, Australia

Conference Date: 2017/8 Paper

Published

Dr. Yuying Li

154

3. Eddie Cheung and Yuying Li. (2017). Self-training with adaptive regularization for S3VM. Neural Netowroks (IJCNN). International Joint Conference on Neural Netowroks (IJCNN), Alaska, United States (3633-3640) Conference Date: 2017/5

Paper Published

Refereed?: Yes, Invited?: No

4. Tayal A*, Poupart P*, Li Y. (2012). Hierarchical Double Dirichlet Process Mixture of Gaussian Processes. Twenty-Sixth AAAI Conference on Artificial Intelligence, Toronto, Canada

Conference Date: 2012/7 Paper

Published

155