Series Overview

A virtual event series presented by CFA Society New York and the Society of Quantitative Analysts (SQA).

Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research.

The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.

The series kicks off by examining the incorporation of alternative data (Session One), followed by a discussion that will explore how best to leverage machine learning and text-mining techniques (Session Two). The series will then proceed to tackle the requisite ingredients for building the infrastructure (Session Three) and firm culture (Session Four) at the core of any successful transformative modernization endeavor.

Fundamental managers interested in embracing quantitative techniques, alternative data, and artificial intelligence techniques will find these sessions invaluable. Quantitative and “quantamental” managers will also glean useful insights across the range of informed perspectives that will be presented throughout the Modernizing Investment Research series. Our slate of expert-speakers and panelists includes a diverse set of practitioners—including investors from different asset classes, large and small firms, long and short-term investment horizons—as well as long-only and long-short mandates.


About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has over 178,000 members and 157 member societies.

About Foreign Policy Association

The mission of the Foreign Policy Association today, as it has been for over 100 years, is to serve as a catalyst for developing awareness, understanding, and informed opinion on U.S. foreign policy and global issues. Through its balanced, nonpartisan programs and publications, the FPA encourages citizens to participate in the foreign policy process.


Sheedsa Ali

Sheedsa Ali

PineBridge Investments

Managing Director, Head of Systematic Strategies

Andrew Chin

Andrew Chin


Chief Risk Officer, Head of Quantitative Research

Chris Chin

Chris Chin, CFA, CAIA

Tudor Investment Corporation

Head of Systematic Equity Data Strategy

Matthew Dixon

Matthew Dixon, Ph.D, FRM

Illinois Institute of Technology

Author; Assistant Professor

Madison Kraus

Madison Kraus

Heidrick & Struggles

Pricipal; Co-Lead, Artificial Intelligence, Data & Analytics

Chris Petrescu

Chris Petrescu

CP Capital


Aric Whitewood

Aric Whitewood

XAI Asset Management

Founding Partner

Matei Zatreanu

Matei Zatreanu



Upcoming Series Events

Data, Data Everywhere
Thursday, Oct. 1 | 12:00 - 1:00 PM

There is an ocean of data available today; how can investors wade through it all? What should they look for?

Using AI to Derive Insights
Thursday, Oct. 15 | 12:00 - 1:00 PM

While using artificial intelligence to derive insights, what techniques should you use?


The Infrastructure to Make It All Work
Tuesday, Oct. 27 | 12:00 - 1:00 PM

The right infrastructure is vital to a firm’s ability make the leap toward a more modern approach to investment research.

Cultural Change and Business Model Implications
Thursday, Nov. 5 | 12:00 - 1:00 PM

A modern investment process requires non-traditional skills. Which ones are key to making it all work?


Find us in the heart of Times Square

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714

Phone: (212) 541-4530