2nd Annual AI and the Data Revolution Conference

October 15, 2018 | 1:00 PM - 8:00 PM

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Overview

Artificial Intelligence and methods of analysis such as machine learning, the availability of new data sets, sophisticated computing and computerized trading have the potential to revolutionize the financial services industry. Investment managers who know how to adopt these new technologies may have an edge; fundamental analysts and PMs may evolve to quantamental. Quants will rely more on an AI-based modeling to incorporate qualitative factors. Nonetheless, with innovation there can be potential setbacks; some data will have no value and complex computing techniques won’t always produce better results. Finding the right balance between human and machine is critical. Though explainable AI in on the horizon, allocators and asset owners may find themselves assessing a blackbox.

This conference will examine the effects of AI driven methods of analysis, new data sets and increased computing power on the investment process. We will bring together experts, practitioners, academics and innovators to present their research, express their views and discuss how AI and the Data Revolution is impacting investment management.

Agenda

1:00 PM | REGISTRATION


1:30 PM | OPENING REMARKS

Carole K. Crawford, CFA, Founder and Managing Partner, fincap360, LLC


1:35 PM |  THE STATE OF INNOVATION IN INVESTMENT MANAGEMENT

Introduced By

Arthur Weise, CFA, Portfolio Manager and Strategic Consultant


Speaker

Matt Kummell, Head of North America, Business Advisory Services, Citi


2:30 PM |  USING DATA TO MEASURE THE INTRINSIC VALUE OF COMPANIES

Michael Recce, Chief Data Scientist, Neuberger and Berman


3:15 PM |  KEYNOTE PRESENTATION

Introduced By

Joe Iagulli, CFA, Research Analyst, Bessemer Trust


Speaker

Bill Dague, Head of Alternative Data, NASDAQ


4:00 PM |  BREAK


4:15 PM |  DISRUPTING INVESTMENT ANALYSIS THROUGH DATA AND DATA SCIENCE

Moderator

Peter Went, PH.D., CFA, Columbia University


Panelists

Katya Chupryna, Chief Strategy Officer, Thinknum

Stephen Mathai-Davis, CFA, CQF, Co-Founder, Quantamize, LLC

Sandeep Varma, CFA, CEO & Co-Founder, Equity Data Science


5:15 PM |  HOW TO GET VALUE FROM AI IN FINANCE: PRINCIPLES & GOOD PRACTICES

Stefan Jansen, CFA, Founder and Lead Data Scientist, Applied AI


6:00 PM |  REVOLUTIONIZING ASSET MANAGEMENT THROUGH MACHINE LEARNING AND ARTIFICIAL INTELLIGENCE

Moderator

Peter Went, PH.D., CFA, Columbia University


Panelists

John Alberg, Co-Founder and Principal, Euclidean Technologies

Lilian L. Quah, CFA, Managing Director, Portfolio Manager, Head of Quantitative Research, Epoch Investment Partners, Inc.


7:00 PM |  CLOSING REMARKS

Kelly Ye, CFA, Director of Research, IndexIQ


REFRESHMENTS & NETWORKING

Additional Details

Learning Outcome Statements

  • Gain an understanding of current developments AI and other methods of analysis, new data sets and advanced computing.
  • Understand areas of investment management where these innovations and developments are having an impact now and in the future.
  • Discuss best practices in adopting and incorporating data driven developments into their respective practice.

Event Media & Related Content

See agenda from last year’s AI & the Data Revolution Series Kickoff

For a recap of last year’s conference, plus the full conference video, click here.