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2nd Annual AI and the Data Revolution Conference

Monday, October 15 
Followed by a Catered Networking Reception



Members: $55
Nonmembers: $110


Members Only

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. 

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.


CFA Society New York
1540 Broadway – Suite 1010
45th St. Entrance



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

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

Bill Dague, Head of Alternative Data, NASDAQ

4:00 PM | BREAK

4:15 PM

Disrupting Investment Analysis Through Data and Data Science


PETER WENT, PH.D., CFA, Columbia University


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


PETER WENT, PH.D., CFA, Columbia University


John Alberg, Co-Founder and Principal, Euclidean Technologies

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


Kelly Ye, CFA, Director of Research, IndexIQ

Followed by a Catered Networking Reception

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.

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