This group will:
- Develop programs and other initiatives to keep CFANY members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.
- Collaborate with other CFANY leaderships groups, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.
- Facilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.
Leadership
Chair: Carole Crawford, CFA
Carole K. Crawford, CFA, is founder and Managing Partner of fincap360, where she develops bespoke solutions for entrepreneurial NextGen family offices, private venture capital funds and emerging firms, focused on leveraging innovation to grow capital. Carole is actively involved in the FinTech ecosystem, in and outside the U.S. Prior to fincap360 she built a successful wealth management practice at Morgan Stanley, in addition to leading branch wide business development for alternative investments and SMAs for two of the largest offices of the firm. Earlier in her career Carole was a CFO for venture capital backed tech companies. Through the years she has counseled the White House, Congress and other political leaders on issues related to financial services and entrepreneurship, called on by both sides of the aisle. She holds a Bachelor of Arts degree in Economics from the University of Michigan and completed the Certified Investment Management Analysts program at the Wharton School Aresty Institute of Executive Education. She is a CFA charterholder and chairs CFANY’s Fintech Thought Leadership Group.
CFANY Annual Symposium Highlights FinTech’s Growing Impact on Investment Industry
Press Release — Nov. 14, 2018
NEW YORK – On Monday, November 5, the event’s sessions covered potential risks and returns emerging in the industry through two expert panels, which aimed to help attendees gain insight into the advancement and development in equity research techniques, valuation, and portfolio management. The event also focused on building an understanding of the areas of financial services impacted by blockchain, data science, and digital platforms.
The first panel, Innovators & Incumbents, covered the technological advancements and platforms that impact finance …
Redrawing the lines: FinTech’s growing influence on Financial Services
PwC Global FinTech Report 2017
The PwC Global FinTech Report 2017 found that 88% of survey participants believe part of their business is threatened by standalone FinTech companies, and “are increasingly concerned they are losing revenue to innovators.”
A.I. and the Data Revolution Conference (Series Kickoff)
Conference Recap by Joe Iagulli, CFA
Artificial Intelligence (“AI”) is currently embedded in numerous industries and many people aren’t aware of the impacts from this emerging technology. People might associate AI with the industrial robots in the manufacturing sector, which are optimized for single functions along an assembly line. These machines are more efficient than humans at these distinct tasks, but are limited by certain boundaries. AI algorithms (“algos”) are on a similar path right now, excellent at certain tasks like playing video games, identifying relevant information within documents or generating statistical reports, but the current range of abilities for these algos is still limited …
