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Overview
In this two-panel learning event, CFA charterholders and community members are invited to explore distinct perspectives on alternative data sources. During one panel discussion, asset managers will share their insight on the use of data from apps, satellites, and other devices to create powerful investment signals and subsequently generate alpha; the other panel, leading data providers will explore the latest trends in new data, tools to make use of it and what’s on the horizon.
Attendees can expect to come away from both presentations with an enhanced understanding of operational, compliance, and other considerations when dealing with alternative data. Register now to explore what data sources are most popular today, discover what’s on the horizon, and gain awareness of potential pitfalls and challenges.
Agenda
6:00 PM | WELCOMING REMARKS
6:05 PM | PANEL 1 : DATA PROVIDER TRENDS
Moderator
Teddy Kahn, Vice President, Global Head of Investment Management, S&P Global
Panelists
Joseph Gits, CFA, CEO and Co-Founder, Social Market Analytics, Inc.
Tom Grant, CFA, Director of Equity Research, Apptopia
Jenny Liu, Senior Director of Research, YipitData
Gavin Mohrmann, Senior Director, Foursquare
6:35 PM | Q&A
6:45 PM | PANEL 2: ASSET MANAGER PERSPECTIVE
Moderator
Amy Young, CFA, Industry Digital Strategist, Microsoft
Panelists
Samuel Blackman, Research Analyst, UBS Asset Management
Dominique DeRubeis, Data Strategy Associate, BlackRock
Brian Peltonen, CFA, Director of Data Analytics, Fidelity Management & Research Co.
7:15 PM | Q&A
7:30 PM | CLOSING REMARKS
Additional Details
Learning Outcomes
- Discover trends in alternative data sourcing
- Learn how asset managers are using this data to generate alpha
- Discuss operational, compliance and other considerations in data use