Business Management, Conference / Seminar, Quantitative Investing, Virtual Events & Programming

Market Data & Research: Understanding the Business Engine Powering the Investment Industry

Tuesday, July 28 | 1:00 PM - 2:30 PM

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Overview

Join us for an exclusive, moderated panel discussion featuring some of the foremost experts on all things current within the market data and research space. Our panelists will explore the ins and outs of the market-data vendor landscape, covering everything you wanted to know about the market data powering the industry but never asked.

From recent M&A developments, changes to product offerings, and a transforming competitive landscape, the industry is evolving and showing no signs of slowing down.

Together—as presented by CFA Society New York’s Business Management Group—our diverse slate of speakers will shed light on their own respective experiences working alongside market-data vendors. Attendees will be afforded with context and knowledge—and some seldom-shared lessons about the space—to facilitate the future execution of several tried-and-true strategies themselves.

Agenda

1:00 PM | WELCOMING REMARKS

Christopher Flens-Batina, Relationship Banker, Capital One Bank


1:05 PM | PANEL DISCUSSION

Moderator

Hema Parmar, Hedge Fund Reporter, Bloomberg

Panelists

Oliver Faltin-Trager, Portfolio Manager, Emso Asset Management

Jeremi Roux, JD, CFA, General Counsel & Chief Compliance Officer, Hamlin Capital Management, LLC

Philip J. Taylor, CFA, Chief Analytics Officer, FinMason

Josh Webman, Co-President, Chief Operating Officer, Concertiv


2:10 PM | Q&A


2:30 PM |  CLOSING REMARKS & ADJOURNMENT

Alton Crooks, CFA,Managing Director, Fidelis Capital LLC.

Additional Details

Learning Outcomes

  • Exchange of views
  • Contemporaneous with current market data vendor landscape
  • Focus on potential market data industry changes
  • Thought leadership by practitioners