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

Fintech Week

Tuesday, April 13 - Thursday, April 15

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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

$FREEfor members
  • Nonmembers: $75

3-Day Combo

$FREEfor members
  • Nonmembers: $125

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.