Conference / Seminar, Fintech Thought Leadership Group, Virtual Events & Programming

Fintech Week

Tuesday, April 13 - Thursday, April 15

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide ⭢

Overview

CFA Society New York’s Fintech Thought Leadership Group is delighted to host our first annual Fintech Week focused on the impact of innovation and technology on investment practitioners. The goal of CFANY Fintech Week is to empower CFA charterholders and members to stay competitive and continue to lead as innovation transforms our industry.

Day 1 will focus on new career paths, professional learning, and leadership in times of transformation.

Day 2 will focus on innovation in investment management, including AI, alternative data, and data science.

Day 3 will focus on disruptive, transformative innovation, such as digital assets, blockchain, BAAS, the reshaping of capital markets, and the impact of 5G and quantum computing.

Registration Options

Single Day Pass

$FREEfor members
  • Nonmembers: $75
Day 1, OR Day 2 OR Day 3

3-Day Combo

$FREEfor members
  • Nonmembers: $125
Day 1 AND Day 2 AND Day 3

Agenda

TUESDAY, APRIL 13

1:00 PM | OPENING REMARKS

TBA

1:05 PM | PANEL DISCUSSION

TBA

1:45 PM | Q&A

TBA

2:00 PM | CLOSING REMARKS

TBA

4:00 PM | OPENING REMARKS

TBA

4:05 PM | PANEL DISCUSSION

TBA

4:45 PM | Q&A

TBA

5:00 PM | CLOSING REMARKS

TBA

6:00 PM | OPENING REMARKS

TBA

6:05 PM | PANEL DISCUSSION

TBA

7:10 PM | Q&A

TBA

7:30 PM | CLOSING REMARKS

TBA

WEDNESDAY, APRIL 14

1:00 PM | OPENING REMARKS

TBA

1:05 PM | PANEL DISCUSSION

TBA

1:45 PM | Q&A

TBA

2:00 PM | CLOSING REMARKS

TBA

4:00 PM | OPENING REMARKS

TBA

4:05 PM | PANEL DISCUSSION

TBA

4:45 PM | Q&A

TBA

5:00 PM | CLOSING REMARKS

TBA

6:00 PM | OPENING REMARKS

TBA

6:05 PM | PANEL DISCUSSION

TBA

7:10 PM | Q&A

TBA

7:30 PM | CLOSING REMARKS

TBA

THURSDAY, APRIL 15

1:00 PM | OPENING REMARKS

TBA

1:05 PM | PANEL DISCUSSION

TBA

1:45 PM | Q&A

TBA

2:00 PM | CLOSING REMARKS

TBA

4:00 PM | OPENING REMARKS

TBA

4:05 PM | PANEL DISCUSSION

TBA

4:45 PM | Q&A

TBA

5:00 PM | CLOSING REMARKS

TBA

6:00 PM | OPENING REMARKS

TBA

6:05 PM | PANEL DISCUSSION

TBA

7:10 PM | Q&A

TBA

7:30 PM | CLOSING REMARKS

TBA

Agenda

TUESDAY, JANUARY 12

Alternative Data in Investment Management: Usage, Challenges and Valuation*

Petter Kolm, Director of the Mathematics in Finance Master’s Program, New York University

*This section will not be recorded

The Colour of Finance Words

Diego Garcia, Chair of the Finance Division and Burridge Endowed Chair in Finance at the Leeds School of Business, University of Colorado at Boulder.

Machine Learning in Quantitative Investing

Vladimir Zdorovtsov, Senior Vice President, Director, Global Equity Research, Acadian

Wednesday, JANUARY 13

Fundamental Analysis Via Machine Learning

Haifeng You, Hong Kong University of Science and Technology

The Changing Economics of Knowledge Production

Simona Abis, Columbia Business School

Panel Discussion | Data Science in Finance: Applications and Strategy for the Future

Peg DiOrio, CFA, Head of Head of Quantitative Equity Portfolio Management, Voya Investment Management

Stacie L. Mintz, CFA, Managing Director, Co-Head of the Quantitative Equity team and Portfolio Manager, QMA

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

Additional Details

Learning Outcomes

  • Explore and discuss career paths and professional development in this time of transformation
  • Gain insight into advances and developments in equity research techniques, valuation and portfolio management.
  • Understand areas where fintech innovation is having an impact on the investment industry now and in the future.

    Sponsorship Overview

    For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

    Please be advised of the following information related to Society sponsorship and support:

    Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and Key Alliance Program participant of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

    CFA Society New York thanks all of its sponsors, event-related affiliates and Key Alliance Program participants for helping us continue to shape the conversation of the investment community.

    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.

    Refunds, Cancellations, and Substitutions

    • 48 HOURS ADVANCED NOTICE OR MORE:
      • Credit to be issued (to be used within 6 months)
    • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
      • No refund

    All requests for cancellation or refunds must be sent to [email protected].

    More

    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, CFA Society New York 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 CFA Society New York 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.