Data Science in Asset Management

Practical Applications of Data Science in Asset Management – Demonstration of Tools and Use Cases

Session I – 12:30 PM – 1:30 PM EST

Come learn how data science and machine learning are used in practice for asset management and forecasting from two practitioners in the field. We will take an interactive deep dive into the inner workings of two different bespoke financial applications with their creators.

Speakers:

Lucas Bunting, CFA
Quantitative Equity Analyst

Cordell Tanny, CFA, FRM, FDP
Vice-President, Systemized Solutions, Dynamic Funds

Moderator:

Don Hejna, CFA, CAIA, FDP
Managing Partner and Founder, Stantum, LLC

Leadership Panel – Opportunities and Challenges of Data Science Deployment in Asset Management

Session II – 1:30 – 2:30 PM EST

Learn the best practices employed by industry leaders at the convergence of finance and cutting-edge technology. In this interactive conversation, you will learn the major trends and priorities in the deployment of data science in asset management front office, middle and back office.

Speakers:

Benjamin Blaisdell
Managing Director and Solutions Oversight & Data Analytics, Bank of America

Jane Buchan, PhD, CAIA
CEO & CIO, Martlet Asset Management

George Martin
Co-founder, Semnos Partners, LLC

Miquel Noguer
Founder, Artificial Intelligence Finance Institute and NYU Visiting Scholar

Moderator:

Merhzad Mahdavi, PhD
Executive Director, FDP Institute

This event is hosted by CFA Society Minnesota,
co-hosted by the following organizations:

• CFA Society Atlanta
• CFA Society Minnesota
• CFA Society North Carolina
• CFA Society Philadelphia
• CFA Society Washington, DC
• CAASA and FIAM

Register by October 19 at 12:30PM ET