Alternative Investments, Fintech Thought Leadership Group

2nd Annual AI and the Data Revolution Conference

October 15, 2018 | 1:00 PM - 8:00 PM

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Overview

Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry. Investment managers who know how to adopt these new technologies may have an edge; fundamental analysts and PMs may evolve to quantamental. Quants will rely more on an AI-based modeling to incorporate qualitative factors. Nonetheless, with innovation there can be potential setbacks; some data will have no value and complex computing techniques won’t always produce better results. Finding the right balance between human and machine is critical. Though explainable AI in on the horizon, allocators and asset owners may find themselves assessing a blackbox.

This conference will examine the effects of AI driven methods of analysis, new data sets and increased computing power on the investment process. We will bring together experts, practitioners, academics and innovators to present their research, express their views and discuss how AI and the Data Revolution is impacting investment management.

Agenda

1:00 PM | REGISTRATION

1:30 PM | OPENING REMARKS

Carole K. Crawford, CFA, Founder and Managing Partner, fincap360, LLC

1:35 PM |  THE STATE OF INNOVATION IN INVESTMENT MANAGEMENT

Introduced By

Arthur Weise, CFA, Portfolio Manager and Strategic Consultant

Speaker

Matt Kummell, Head of North America, Business Advisory Services, Citi

2:30 PM |  USING DATA TO MEASURE THE INTRINSIC VALUE OF COMPANIES

Michael Recce, Chief Data Scientist, Neuberger and Berman

3:15 PM |  KEYNOTE PRESENTATION

Introduced By

Joe Iagulli, CFA, Research Analyst, Bessemer Trust

Speaker

Bill Dague, Head of Alternative Data, NASDAQ

4:00 PM |  BREAK

4:15 PM |  DISRUPTING INVESTMENT ANALYSIS THROUGH DATA AND DATA SCIENCE

Moderator

Peter Went, PH.D., CFA, Columbia University

Panelists

Katya Chupryna, Chief Strategy Officer, Thinknum

Stephen Mathai-Davis, CFA, CQF, Co-Founder, Quantamize, LLC

Sandeep Varma, CFA, CEO & Co-Founder, Equity Data Science

5:15 PM |  HOW TO GET VALUE FROM AI IN FINANCE: PRINCIPLES & GOOD PRACTICES

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

6:00 PM |  REVOLUTIONIZING ASSET MANAGEMENT THROUGH MACHINE LEARNING AND ARTIFICIAL INTELLIGENCE

Moderator

Peter Went, PH.D., CFA, Columbia University

Panelists

John Alberg, Co-Founder and Principal, Euclidean Technologies

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

7:00 PM |  CLOSING REMARKS

Kelly Ye, CFA, Director of Research, IndexIQ

REFRESHMENTS & NETWORKING

Additional Details

Learning Outcome Statements

  • Gain an understanding of current developments AI and other methods of analysis, new data sets and advanced computing.
  • Understand areas of investment management where these innovations and developments are having an impact now and in the future.
  • Discuss best practices in adopting and incorporating data driven developments into their respective practice.

Event Media & Related Content

See agenda from last year’s AI & the Data Revolution Series Kickoff

For a recap of last year’s conference, plus the full conference video, click here.

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.