Fintech Thought Leadership Group, Modernizing Investment Research Series, Quantitative Investing, Virtual Events & Programming

Modernizing Investment Research: Cultural Change and Business Model Implications

November 5, 2020 | 12:00 PM - 1:00 PM

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Cvent Transition Guide

A Modernizing Investment Research Series Event

Session Overview

A modern investment process requires non-traditional skills.

Together, we examine:

  • Which skillsets are key to making it all work.
  • Whether teams should be integrated, or if not, effective strategies by which talent can be siloed in order to account for varying skillsets
  • The cultural changes worth considering in order to be successful.
  • Obtaining the budget for funding of your modernization endeavor.

Series Description

Active managers face three headwinds – declining fees, outflows, and the increasingly difficult task of delivering consistent alpha in a competitive market. Our industry has the opportunity to address these issues by modernizing investment research.

The Society of Quantitative Analysts (SQA) and CFA Society New York are pleased to present a series of timely panel discussions on this opportunity. Each featured panel will focus, respectively, on one of four key steps identified as fundamental to the modernization of investment research.

The series kicks off by examining the incorporation of alternative data (Session One), followed by a discussion that will explore how best to leverage machine learning and text-mining techniques (Session Two). The series will then proceed to tackle the requisite ingredients for building the infrastructure (Session Three) and firm culture (Session Four) at the core of any successful transformative modernization endeavor.

Fundamental managers interested in embracing quantitative techniques, alternative data, and artificial intelligence techniques will find these sessions invaluable. Quantitative and “quantamental” managers will also glean useful insights across the range of informed perspectives that will be presented throughout the Modernizing Investment Research series. Our slate of expert-speakers and panelists includes a diverse set of practitioners—including investors from different asset classes, large and small firms, long and short-term investment horizons—as well as long-only and long-short mandates.



Lilian Quah, CFA, Portfolio Manager,  Head of Quantitative Research, Epoch Investment Partners, Inc.



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


Michael Craig, CFA, Managing Director, TD Asset Management

Madison Kraus, Principal, Heidrick & Struggles

Gavin Smith, Ph.D., Managing Director, Head of Equity Research, Portfolio Manager, QMA

12:45 PM | Q&A


Lilian Quah, CFA, Portfolio Manager,  Head of Quantitative Research, Epoch Investment Partners, Inc.

Additional Details

Learning Outcomes

  • What are the compensation & talent management trends affecting the industry
  • How large and small companies from different facets of the finance industry are tackling the issue of a tight labor market
  • Expectations of the new generation of employees in the workplace and how companies are addressing them