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2nd Annual AI and the Data Revolution Conference

2nd Annual AI and the Data Revolution Conference

Monday, October 15 
Followed by a Catered Networking Reception

Become a Member
Fintech Leadership Group

REGISTRATION & FEES

TO ATTEND

Members: $55
Nonmembers: $110

Register to Attend

COMPLIMENTARY LIVESTREAM

Free
Members Only

Register for Livestream
See Last Year’s Conference
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.

Location

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

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

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

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


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.

The CFA Society New York, Inc. (“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. 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.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures