- This event has passed.
Combining Quantitative and Fundamental Tools: A Practitioner’s Perspective
June 5 @ 5:45 PM - 8:00 PM
Monday, June 5th
5:45 pm – 8:00 pm
Livestream: Available to Members Only | FREE
NYSSA Conference Center
1540 Broadway #1010,
New York, NY 10036
Friday, June 2
$10 surcharge for walk-ins
Global Investing Group
Institutional Asset Management Group
Sponsored by Kaplan Schweser
Sponsored by Kaplan Schweser
Ted Aronson, CFA, Founder and Managing Principal, AJO Partners
Leigh Drogen, Founder and CEO, Estimize
Yin Luo, CFA, CPA, Vice Chairman, Wolfe Research
Erin Gibbs, Portfolio Manager, Equities, S&P Investment Advisory Services (SPIAS); Board Member, Society of Quantitative Analysis (SQA)
Julie Abbett, Executive Director, J.P. Morgan
In the last decade, the use of quantitative techniques for fundamental research and stock selection has expanded with an increase in computing power and availability of data. It is no surprise that the words Artificial Intelligence, Machine Learning & Big Data have become industry buzzwords. This topic recently made headlines when the largest asset manager, Blackrock, announced replacing fundamental analysts and PMs with data scientists in its Scientific Active Equity group. But how has the investment management industry been impacted by better data availability and improved quantitative techniques? How can managers combine quantitative tools with fundamental analysis to be better prepared for an evolving market?
Hear from experts on both sides including quantitative analysts and fundamental managers who have quant tools to get a practitioner’s perspective on the recent advances in quantitative investing and how the advanced use of data has merged with concepts of fundamental stock analysis to create better outcomes for investors.
Get a comprehensive view of how industry experts are using and combining quantitative and fundamental analyses and how this will impact the investment industry.
- Can fundamental fund managers improve performance incorporating quantitative models into their process?
- What are the advantages of this hybrid quant-amental approach?
- How are Quantitative analysts and managers using Big Data and Machine Learning techniques?
- What are the practical challenges of using these techniques that investors should watch out for?
Deepika Sharma, CFA, Portfolio manager, Astor Investment Management; Board Member, NYSSA
David Allen, CFA, Institutional Director, Schroders
DISCLAIMER OF ENDORSEMENT
References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.
CFA Society New York expects all attendees to comply with CFA Society New York's Code of Conduct while attending CFA Society New York events or meetings.
CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.
CFA Society New York is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA Society New York seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.
The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.
You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.
There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.
All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to email@example.com.
Withdrawals from events, live or streaming, are subject to the following policy:
- 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
- LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund
For more information: Policies and Procedures