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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
- Nonmembers: $75
3-Day Combo
- Nonmembers: $125
Agenda
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
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
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
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
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.