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

How Alternative Data is Transforming Asset Management

Tuesday, March 29 | 6:00 PM - 7:30 PM

Loading Events

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
Global Passport Icon
Global Passport Program Eligible

Overview

In this two-panel learning event, CFA charterholders and community members are invited to explore distinct perspectives on alternative data sources. During one panel discussion, asset managers will share their insight on the use of data from apps, satellites, and other devices to create powerful investment signals and subsequently generate alpha; the other panel, leading data providers will explore the latest trends in new data, tools to make use of it and what’s on the horizon.

Attendees can expect to come away from both presentations with an enhanced understanding of operational, compliance, and other considerations when dealing with alternative data. Register now to explore what data sources are most popular today, discover what’s on the horizon, and gain awareness of potential pitfalls and challenges.

Agenda

6:00 PM | WELCOMING REMARKS


6:05 PM | PANEL 1 : DATA PROVIDER TRENDS

Moderator

Teddy Kahn, Vice President, Global Head of Investment Management, S&P Global

Panelists

Joseph Gits, CFA, CEO and Co-Founder, Social Market Analytics, Inc.

Tom Grant, CFA, Director of Equity Research, Apptopia

Jenny Liu, Senior Director of Research, YipitData

Gavin Mohrmann, Senior Director, Foursquare


6:35 PM | Q&A


6:45 PM | PANEL 2: ASSET MANAGER PERSPECTIVE

Moderator

Amy Young, CFA, Industry Digital Strategist, Microsoft

Panelists

Samuel Blackman, Research Analyst, UBS Asset Management

Dominique DeRubeis, Data Strategy Associate, BlackRock

Brian Peltonen, CFA, Director of Data Analytics, Fidelity Management & Research Co.


7:15 PM | Q&A


7:30 PM | CLOSING REMARKS

Additional Details

Learning Outcomes

  • Discover trends in alternative data sourcing
  • Learn how asset managers are using this data to generate alpha
  • Discuss operational, compliance and other considerations in data use