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XBRL Investor Forum 2018: Powering Fintech

XBRL Investor Forum 2018: Powering Fintech

Thursday, November 8 | 1:00 – 6:30
Followed by a catered networking reception

Free to Attend—Register Now

12:30 – 1:00 PM Registration Check-in

1:00 – 1:10 PM Welcome & Introductions

Eric Linder, CEO, SavaNet, LLC
Campbell Pryde, President and CEO, XBRL US

1:10 – 1:40 PM Keynote Presentation

Commissioner Robert J. Jackson, United States Securities and Exchange Commission

1:40 – 2:10 Regulatory Standard Setting: Challenges and Successes at the SEC and FDIC
Regulators are looking to standards to improve the efficiency of the processing of financial data from banks, public companies, utilities, and investors. This panel session will discuss approaches taken by regulators to establish standards programs in the US; the successes, challenges, and hurdles they’ve worked to overcome.

Speakers:

Kimberly Earle, Division of Economic and Risk Analysis, Office of Structured Disclosure, U.S.Securituies and Exchange Commission
Mark Montoya, Senior Business Analyst of Data Strategy, Federal Deposit Insurance Corporation

 

2:10 – 2:40 PM  Data and the Capital Markets
Data is critical to the smooth flow of information in the capital markets. Attend this discussion session to learn about data-related trends like alternative data, data quality, fintech, legislative and regulatory issues, data ownership and monopolies. How are these trends affecting the IPO market? What constitute threats to the markets? What would be the ideal data ecosystem to ensure strong, smoothly functioning markets?

Speakers:

Ken Bertsch, Executive Director, Council of Institutional Investors
Moderator: Pranav Ghai, Co-Founder, and CEO, Calcbench

2:40 – 3:10 PM Beyond Financial Statements – Earnings Announcements
Should earnings announcements be available in computer-readable, standardized format? Attend this session to find out how the availability of structured earnings announcements could impact the reporting supply chain, pros, cons, and what could be coming next.

Speakers:

Gladimyr Sully, Senior Content Specialist, Thomson Reuters F&R
Scott Theis,  CEO, Novaworks LLC

3:10 – 3:20 PM Break

3:20 – 3:40 PM Data Standards Powering Fintech
Blockchain-driven smart contracts need data to trigger actions. Only computer-readable structured data can ensure effective, accurate automation in smart contracts. Attend this session to learn how XBRL data can fuel fintech tools and applications.

 

3:40 – 4:10 PM Alternative Data
Alternative data has taken on a much greater role in the investment analysis process in recent years.  Alternative data sets are compiled from various sources such as financial transactions, customer tracking, geo-location, satellite imagery, public records, internet searches, and big data mining. Attend this panel session to learn more about what’s available and how to source and employ alternative data.

Speakers:

Eric Linder, CEO, SavaNet, LLC

4:10 – 4:40 PM Flash Analytics: XBRL Presentations
Learn from 10 minute talks and demonstrations by startup analytical tool providers, each presenting an analytical case study using structured data.

Speakers:

Christine Tan, Chief Research Officer and co-Founder, Idaciti
Joey French, CPA, President and CFO, Intrinio
Chad Sandstedt, co-Founder, TagniFi

4:40 – 5:10 PM Use XBRL Now: Open Source APIs, Tools, Templates, Validation
Discussion and demo of XBRL US open source tools that anyone can use to create applications, validate data.

Speaker: Campbell Pryde, President and CEO, XBRL US

5:10 – 6:30 PM Networking Reception

Description

A Free, Half-Day Investor Forum: Powering Fintech, Nov 8 in New York City

Location: Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY

What’s disrupting the capital markets? Find out at these important sessions during the Forum:

Keynote SEC Commissioner Robert J. Jackson

Hear one of the most recent SEC commissioner appointees on the capital markets, data and standards. Commissioner Jackson’s prior work focused on corporate governance and advanced data science techniques to improve transparency in securities markets.

Beyond Financial Statements – Earnings Announcements

Should earnings announcements be available in computer-readable, standardized format? Hear pros, cons, and what’s ahead.

Data Standards Powering Fintech

Blockchain-driven smart contracts need computer-readable data to ensure effective, accurate automation in smart contracts. Learn how XBRL data can fuel fintech applications. 

Alternative Data

Alternative data sets can include financial transactions, customer tracking, geo-location, satellite imagery, public records, internet searches, and big data mining. Find out what’s available and how to source and employ alternative data.

This free forum will also feature SEC Commissioner Robert J. Jackson, and will cover APIs and tools, case studies from the FDIC and SEC, and more.  Speakers come from Advan Research, Auditchain, Calcbench, the Council of Institutional Investors, Crux Informatics, the FDIC, idaciti, Intrinio, Novaworks LLC, Refinitiv (formerly Thomson Reuters), SavaNet LLC, Seatig, the Securities and Exchange Commission, Tagnifi, TruSet, and XBRL US.

This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

The event is free but requires advance registration—Register now »

Blockchain, alternative data, automation through standards, legislative and regulatory changes. These are all trends and developments affecting the capital markets today. Data factors into all of these areas and is driving the financial systems of tomorrow. This half-day forum provides practical information on today’s data ecosystem, how you can leverage it, and where it’s going in the future.

This event is hosted by Baruch College’s Zicklin School of Business in the Newman Conference Center – 55 Lexington Avenue, New York, NY. The program was developed by XBRL US, and is held in sponsorship with CFA Institute and CFA Society New York.

This event will be preceded by the Annual General Meeting for XBRL US Members. More information to follow.

Seating is limited and complimentary registration is required – register today

 

Register to Attend

Date

Thursday, Nov. 8

1:00-6:30
Followed by catered networking reception

 

Location

Baruch College’s Zicklin School of Business
Newman Conference Center
55 Lexington Avenue
New York, NY

 

Fees

To Attend

FREE

 

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