Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

Fintech Week

April 13, 2021 - April 15, 2021

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Overview

CFA Society New York’s Fintech Thought Leadership Group is delighted to host our first annual Fintech Week focused on the impact of innovation and technology on investment practitioners. The goal of CFANY Fintech Week is to empower CFA charterholders and members to stay competitive and continue to lead as innovation transforms our industry.

Day 1 will focus on new career paths, professional learning, and leadership in times of transformation.

Day 2 will focus on innovation in investment management, including AI, alternative data, and data science.

Day 3 will focus on disruptive, transformative innovation, such as digital assets, blockchain, BAAS, the reshaping of capital markets, and the impact of 5G and quantum computing.

Registration Options

Single Day Pass

$FREEfor members
  • Nonmembers: $75
Day 1, OR Day 2 OR Day 3

3-Day Combo

$FREEfor members
  • Nonmembers: $125
Day 1 AND Day 2 AND Day 3

Agenda

TUESDAY, APRIL 13

12:00 PM | OPENING REMARKS

Carole K. Crawford, CFA, Chair of the Fintech Thought Leadership Group, CFA Society New York

12:05 PM | START ME UP PANEL

Moderator

Philip Taylor. CFA, Chief Analytics Officer, FinMason, Inc.

Panelists

Lizzie Chapman, CFA, Chief Executive Officer, Co-Founder, ZestMoney

Stephen Mathai-Davis, CFA, Co-Founder, Chief Executive Officer, Quantalytics

Pauline Roteta, CFA, Founder, Chief Executive Officer, Pasito

Vince Scafaria, CFA, Founder, Chief Executive Officer, DotAlign, Inc.

12:45 PM | Q&A

1:00 PM | OPENING REMARKS

Sammy Suzuki, CFA, Board of Directors, CFA Society New York

1:05 PM | START ME UP: BUILDING BETTER FIRESIDE CHAT

Moderated by

Rebecca Fender, CFA, Senior Director, Future of Finance, CFA Institute

Interviewee

Jon Stein, CFA, Founder, Chairman, Betterment

1:35 PM | Q&A

1:50 PM | CLOSING REMARKS

Sammy Suzuki, CFA, Board of Directors, CFA Society New York

5:00 PM | OPENING REMARKS

Carole K. Crawford, CFA, Chair of the Fintech Thought Leadership Group, CFA Society New York

5:05 PM | LEARNING FORWARD PANEL 

Moderator

Heather Brilliant, CFA, Chief Executive Officer, President, Diamond Hill Capital Management

Panelists

John Bowman, CFA, Senior Managing Director, CAIA Association

Stefan Jansen, CFA, Founder, Lead Data Scientist, Applied AI

Paul Kovarsky, CFA, National Accounts Director, Kaplan Professional

Sri Krishnamurthy, CFA, Founder, QuantUniversity

5:45 PM | Q&A

6:00 PM | OPENING REMARKS

Maribeth Martorana, CFA, Director for Product Strategy, Moody’s Analytics

6:05 PM | LEADING DIGITAL TRANSFORMATION PANEL 

Moderator

Fabien Legland, CFA, Director of Technology Business Management, BNY Mellon

Panelists

Nikki Freeman, CFA, Strategy & Innovation Senior Program Manager, Office of the CTO, Microsoft

Jacquelyn Lipson, CFA, Executive Director, Head of UI Engineering, Product, J.P. Morgan Chase

6:45 PM | Q&A

7:00 PM | CLOSING REMARKS

Evelyn Yeow, CFA, Board of Directors, CFA Society New York

WEDNESDAY, APRIL 14

12:00 PM | OPENING REMARKS

Deepika Sharma, CFA, Chair of the Board of Directors, CFA Society New York

12:05 PM | THE DATA-DRIVEN FIRM: ONE STEP AHEAD PANEL

Moderator

Eric Lebovich, CFA, Senior Product Manager, Point72

Panelists

Rajesh Damarapati, CFA, Founding Partner, Digital Alpha Technologies Inc

Cristina Pieretti, CFA, General Manager, Content Group, Moody’s Analytics

Philip Snow, CFA, Chief Executive Officer, FactSet Research Systems

12:45 PM | Q&A

1:00 PM | CLOSING REMARKS

Katrina Dudley, CFA, Board of Directors, CFA Society New York

5:00 PM | OPENING REMARKS

Maribeth Martorana, CFA, Director for Product Strategy, Moody’s Analytics

5:05 PM | HARNESSING DATA TO CRUSH THE QUANTS PANEL

Moderator

Kim Shannon, CFA, President, Co-Chief Investment Officer, Sionna Investment Managers

Panelists

Amy Dafnis, Senior Analyst, Neudata

Rodney Pedersen, CFA, Chief Revenue Officer, Visible Alpha

Nelson Yu, CFA, Chief Investment Officer, Investment Sciences and Insights, AllianceBernstein

5:45 PM | Q&A

6:00 PM | OPENING REMARKS

Maribeth Martorana, CFA, Director for Product Strategy, Moody’s Analytics

6:05 PM | UNLOCKING THE INVESTMENT FIRM OF THE FUTURE PANEL

Moderator

Mee Warren, CFA, CAIA, Visiting Researcher, Bodhi Research Group

Panelists

Fabrizio Palmucci, CFA, Senior Advisor, Climate Bonds Initiative, Managing Director, Impactivise

Stephen Horan, Ph.D., CFA, CIPM, CAIA, Chief Strategy Officer, FinSiteful

6:45 PM | Q&A

7:00 PM | CLOSING REMARKS

Evelyn Yeow, CFA, Board of Directors, CFA Society New York

THURSDAY, APRIL 15

12:00 PM | OPENING REMARKS

Maria Weitzer, CFA, Board of Directors, CFA Society New York

12:05 PM | DeFi, NFTs, BLOCKCHAIN AND BITCOIN ON THE BALANCE SHEET PANEL

Moderator

Noelle Acheson, CFA, Managing Director of Research, CoinDesk

Panelists

Danielle Martell, CFA, Managing Director, Banking & Capital Markets Strategy, Accenture

Brice Wilson, CFA, CPA, Chief Operating Officer, Global Head of Asset Management, XBTO Group

Emi Yoshikawa, CFA, Vice President, Corporate Strategy & Operations, Ripple

12:45 PM | Q&A

1:00 PM | CLOSING REMARKS

Evelyn Yeow, CFA, Board of Directors, CFA Society New York

5:00 PM | OPENING REMARKS

Carole K. Crawford, CFA, Chair of the Fintech Thought Leadership Group, CFA Society New York

5:05 PM | BREAK THROUGH INNOVATION: A SNEAK PEAK FIRESIDE CHAT

Moderator

Valisha Graves, Executive Director, Morgan Stanley

Interviewee

Peter Seremetis, CFA, Global Account Manager, AWS

5:20 PM | Q&A

5:30 PM | OPENING REMARKS

Carole K. Crawford, CFA, Chair of the Fintech Thought Leadership Group, CFA Society New York

5:35 PM | LIFE IN THE FAST LANE: FINTECH TRENDS AND OPPORTUNITIES IN ASIA

Joyce Li, CFA, Portfolio Manager, Matthews Asia

5:50 PM | Q&A

6:00 PM | OPENING REMARKS

Carole K. Crawford, CFA, Chair of the Fintech Thought Leadership Group, CFA Society New York

6:05 PM | FUTURE FINTECH PANEL 

Moderator

Gwen Cheni, CFA, Partner, IndieBio

Panelists

Katya Chupryna, CFA, Strategic Investor, Spread Products Investment Technologies, Citi

Praveen Joseph, CFA, Head of U.S. Structured Credit, Principal Data Scientist, World Bank Group

Jonathan Soberg, CFA, Managing Partner, MS&AD Ventures

6:45 PM | Q&A

7:00 PM | CLOSING REMARKS

Sean Conaton, Chief Executive Officer, CFA Society New York

Agenda

TUESDAY, JANUARY 12

Alternative Data in Investment Management: Usage, Challenges and Valuation*

Petter Kolm, Director of the Mathematics in Finance Master’s Program, New York University

*This section will not be recorded

The Colour of Finance Words

Diego Garcia, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business, University of Colorado at Boulder.

Machine Learning in Quantitative Investing

Vladimir Zdorovtsov, Senior Vice President, Director, Global Equity Research, Acadian

Wednesday, JANUARY 13

Fundamental Analysis Via Machine Learning

Haifeng You, Hong Kong University of Science and Technology

The Changing Economics of Knowledge Production

Simona Abis, Columbia Business School

Panel Discussion | Data Science in Finance: Applications and Strategy for the Future

Peg DiOrio, CFA, Head of Head of Quantitative Equity Portfolio Management, Voya Investment Management

Stacie L. Mintz, CFA, Managing Director, Co-Head of the Quantitative Equity team and Portfolio Manager, QMA

Lilian Quah, CFA, Managing Director, Portfolio Manager, Head of Quantitative Research, Epoch Investment Partners

Additional Details

Learning Outcomes

  • Explore and discuss career paths and professional development in this time of transformation
  • Gain insight into advances and developments in equity research techniques, valuation and portfolio management.
  • Understand areas where fintech innovation is having an impact on the investment industry now and in the future.

    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.

    Legal Notice and Disclaimer

    CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

    CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

    CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

    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:
      • No refund

    All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

    More

    CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

    The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

    None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.