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

How Generative AI is Transforming the Investment Process

October 5, 2023 | 1:30 PM - 7:00 PM

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Overview

Blackrock says, “data is the new alpha.” Whether you’re a portfolio manager, sell-side analyst or investment banker, harnessing the power of data demands investment in new tools, processes and skills – and Generative AI is changing how we think about all of it.

This conference will help you understand how Generative AI will impact everything from data sourcing and governance to your desktop tools and ways of working. We’ll cover the topic through four panel discussions.

Agenda

1:30 PM | REGISTRATION


1:50 PM | WELCOME & INTRODUCTION


2:00 PM | THE CHANGING DATA LANDSCAPE: IS MORE BETTER?

Moderator

Amy Young, CFA, Industry Digital Strategist, Microsoft

Panelists 

David Coluccio, Managing Director, Head of Channels, S&P Global Market Intelligence

Niall Hurley, CEO, Eagle Alpha

Kieran Kennedy, Head of Marketplace, Snowflake

Dmitri Sedov, Group Head, Data Intelligence, LSEG 


3:00 PM | HOW GENERATIVE AI IS SUPER-CHARGING DATA-DRIVEN INVESTING

Moderator

Chris Thomas, Head of Technology, Slalom Element

Panelists 

Vijay Saraswat, PhD, Head, Data and Insights, Fidelity Management and Research

Conor Twomey, Head of Customer Success, KX

Sean Walsh, Capital Markets – Data Transformation, Citigroup


4:00PM | HOW THE EVOLVING INVESTMENT DESKTOP CAN HELP NON-QUANTS DO “QUANTY” THINGS

Moderator

Tim Baker, CFA, Managing Director, Expero Inc.

Panelists 

Matthew Angrist, Global Head, Buy Side Sales, AlphaSense

Jonathan Berkow, CFA, Director of Quant & Data Science, Alliance Bernstein

Christopher Coulthrust, Cloud Architect , Data & AI, Microsoft 

Mahesh Narayan, SVP Institutional Asset Management, Arcesium LLC


5:00 PM | HOW TO MANAGE YOUR ASSET MANAGEMENT CAREER IN THE ERA OF GENERATIVE AI

Moderator

Mark Pronchick, Search Consultant, Dore Partnership

Panelists

Ken D’ Souza, CFA, Managing Director and Portfolio Manager, PGIM Quantitative Solutions

Joyce Shen, Investment and Operating Partner, Tenfore Holdings, Adjunct Faculty, UC Berkeley


6:00 PM | CLOSING REMARKS


6:05 PM NETWORKING RECEPTION