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

Modernizing Investment Research: Using AI to Derive Insights

October 15, 2020 | 12:00 PM - 1:00 PM

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Cvent Transition Guide

A Modernizing Investment Research Series Event

Session Overview

While using artificial intelligence to derive insights, what techniques should you use?

Together, we examine:

  • How to evaluate different algorithms, and their respective advantages and pitfalls.
  • Sample use cases for machine learning and textual analysis
  • Resources designed to help you learn more about these techniques, including—most valuably—new research.
  • The training analysts should seek to get started.

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.



Christos Koutsoyannis, Chief Executive Officer, Atlas Ridge Capital


Matthew Dixon, Ph.D., FRM, Assistant Professor, Department of Applied Math & Affiliate Professor, Stuart School of Business, Illinois Institute of Technology

Arezu Moghadam, Ph. D., Head of Quantitative Analytics, Point72

Aric Whitewood, Founding Partner, XAI Asset Management

12:45 PM | Q&A


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

Additional Details

Learning Outcomes

  • Discussion of best AI techniques
  • Processes to evaluate algorithms
  • Assessment of required skills and training