Share Event

XBRL Investor Forum 2018: Powering Fintech

Thursday, November 8 | 1:00 – 6:30
Followed by a catered networking reception

Free to Attend—Register Now

12:30 – 1:00 PM Registration Check-in

1:00 – 1:10 PM Welcome & Introductions

Eric Linder, CEO, SavaNet, LLC
Campbell Pryde, President and CEO, XBRL US

1:10 – 1:40 PM Keynote Presentation

Commissioner Robert J. Jackson, United States Securities and Exchange Commission

1:40 – 2:10 Regulatory Standard Setting: Challenges and Successes at the SEC and FDIC
Regulators are looking to standards to improve the efficiency of the processing of financial data from banks, public companies, utilities, and investors. This panel session will discuss approaches taken by regulators to establish standards programs in the US; the successes, challenges, and hurdles they’ve worked to overcome.

Speakers:

Kimberly Earle, Division of Economic and Risk Analysis, Office of Structured Disclosure, U.S.Securituies and Exchange Commission
Mark Montoya, Senior Business Analyst of Data Strategy, Federal Deposit Insurance Corporation

 

2:10 – 2:40 PM  Data and the Capital Markets
Data is critical to the smooth flow of information in the capital markets. Attend this discussion session to learn about data-related trends like alternative data, data quality, fintech, legislative and regulatory issues, data ownership and monopolies. How are these trends affecting the IPO market? What constitute threats to the markets? What would be the ideal data ecosystem to ensure strong, smoothly functioning markets?

Speakers:

Ken Bertsch, Executive Director, Council of Institutional Investors
Moderator: Pranav Ghai, Co-Founder, and CEO, Calcbench

2:40 – 3:10 PM Beyond Financial Statements – Earnings Announcements
Should earnings announcements be available in computer-readable, standardized format? Attend this session to find out how the availability of structured earnings announcements could impact the reporting supply chain, pros, cons, and what could be coming next.

Speakers:

Gladimyr Sully, Senior Content Specialist, Thomson Reuters F&R
Scott Theis,  CEO, Novaworks LLC

3:10 – 3:20 PM Break

3:20 – 3:40 PM Data Standards Powering Fintech
Blockchain-driven smart contracts need data to trigger actions. Only computer-readable structured data can ensure effective, accurate automation in smart contracts. Attend this session to learn how XBRL data can fuel fintech tools and applications.

 

3:40 – 4:10 PM Alternative Data
Alternative data has taken on a much greater role in the investment analysis process in recent years.  Alternative data sets are compiled from various sources such as financial transactions, customer tracking, geo-location, satellite imagery, public records, internet searches, and big data mining. Attend this panel session to learn more about what’s available and how to source and employ alternative data.

Speakers:

Eric Linder, CEO, SavaNet, LLC

4:10 – 4:40 PM Flash Analytics: XBRL Presentations
Learn from 10 minute talks and demonstrations by startup analytical tool providers, each presenting an analytical case study using structured data.

Speakers:

Christine Tan, Chief Research Officer and co-Founder, Idaciti
Joey French, CPA, President and CFO, Intrinio
Chad Sandstedt, co-Founder, TagniFi

4:40 – 5:10 PM Use XBRL Now: Open Source APIs, Tools, Templates, Validation
Discussion and demo of XBRL US open source tools that anyone can use to create applications, validate data.

Speaker: Campbell Pryde, President and CEO, XBRL US

5:10 – 6:30 PM Networking Reception

Description

A Free, Half-Day Investor Forum: Powering Fintech, Nov 8 in New York City

Location: Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY

What’s disrupting the capital markets? Find out at these important sessions during the Forum:

Keynote SEC Commissioner Robert J. Jackson

Hear one of the most recent SEC commissioner appointees on the capital markets, data and standards. Commissioner Jackson’s prior work focused on corporate governance and advanced data science techniques to improve transparency in securities markets.

Beyond Financial Statements – Earnings Announcements

Should earnings announcements be available in computer-readable, standardized format? Hear pros, cons, and what’s ahead.

Data Standards Powering Fintech

Blockchain-driven smart contracts need computer-readable data to ensure effective, accurate automation in smart contracts. Learn how XBRL data can fuel fintech applications. 

Alternative Data

Alternative data sets can include financial transactions, customer tracking, geo-location, satellite imagery, public records, internet searches, and big data mining. Find out what’s available and how to source and employ alternative data.

This free forum will also feature SEC Commissioner Robert J. Jackson, and will cover APIs and tools, case studies from the FDIC and SEC, and more.  Speakers come from Advan Research, Auditchain, Calcbench, the Council of Institutional Investors, Crux Informatics, the FDIC, idaciti, Intrinio, Novaworks LLC, Refinitiv (formerly Thomson Reuters), SavaNet LLC, Seatig, the Securities and Exchange Commission, Tagnifi, TruSet, and XBRL US.

This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

The event is free but requires advance registration—Register now »

Blockchain, alternative data, automation through standards, legislative and regulatory changes. These are all trends and developments affecting the capital markets today. Data factors into all of these areas and is driving the financial systems of tomorrow. This half-day forum provides practical information on today’s data ecosystem, how you can leverage it, and where it’s going in the future.

This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

This event will be preceded by the Annual General Meeting for XBRL US Members. More information to follow.

Seating is limited and complimentary registration is required – register today

 

Register to Attend

Date

Thursday, Nov. 8

1:00-6:30
Followed by catered networking reception

 

Location

Baruch College’s Zicklin School of Business
Newman Conference Center
55 Lexington Avenue
New York, NY

 

Fees

To Attend

FREE

 

Financial Reporting & Analysis Group Homepage
Become a CFA Society New York Member

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the 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.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

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. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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.