Fintech Thought Leadership Group, Quantitative Investing, Virtual Events & Programming

State of the Industry: CEO Panel

December 15, 2020 | 1:00 PM - 2:00 PM

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Overview

Join us as we meet a panel of CEOs of leading quantitative asset management firms to discuss the state of the industry. This is a phenomenal opportunity to hear from multiple leaders in our industry about current trends and expectations for the future.

Agenda

1:00 PM | OPENING REMARKS

Ken D’Souza, CFA, Portfolio Manager, QMA

1:05 PM | PANEL DISCUSSION, Q&A

Moderator

Peter T. Willett, CFA, Principal, Mercer

Panelists

Adrian Banner, PhD, CEO & CIO, INTECH

Andrew Dyson, Chairman & CEO, QMA

Adam Petryk, CFA, President & CEO, QS Investors, LLC

1:50 PM |  Q&A

2:00 PM |  CLOSING REMARKS & ADJOURNMENT

Ken D’Souza, CFA, Portfolio Manager, QMA

Additional Details

Learning Outcomes

  • An understanding of the current status of the Quant Industry
  • Hear thoughts on some of the current trends in the market:
    1. ETF’s/flows to passive
    2. Smart beta
    3. AI and Machine learning
    4. ESG
    5. Underperformance of quant strategies (unfortunately, this is a trend in our industry)
    6. What do you think the next trend will be for the quant industry?
  •  Hear Advice:
    1. What advice would you give to someone starting their career?
    2. How do you think about building a team?
    3. If you were starting fresh and launching a new hedge fund, what would you target and why?

Additional Reading

Economist: “Why 2020 has been rotten for quant funds”

QMA: “Long-Termism – Another Casualty of 2020?”

Robeco: “Why I am more bullish than ever on quant”

FT: “A terrible, horrible, no-good year for quants”

INTECH: “Was Your Portfolio Betrayed by Beta?”

WSJ: “‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back.”

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
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All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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