FinTech Series: Data & Analytics in Investment Management
Tell a Friend About This EventTell a Friend
 

6/7/2018
When: Thursday, June 7th
4:30 PM - 7:00 PM
Where: The Vault
415 Jackson St
San Francisco, California  94111
United States
Contact: Tracy Canning


Online registration is closed.
« Go to Upcoming Event List  

FinTech Series: Data & Analytics in Investment Management

 

In recent years, investment researchers have used new data sets to aid their investment decision making. Both large and small investment managers have totally upended their existing processes in and rebuilt the investment side of their businesses to incorporate these data and analytics packages. Meanwhile, many investment managers have outright rejected these changes and have stuck to their tried and true fundamental analysis. This session will discuss what are the uses and limits of using a data-driven investment management process? How much of the investment management business will be run by machines? 

 

Speakers

Paul Dravis, Founding Partner, Future Perfect Machine

Paul Dravis, is the Founding Partner at Future Perfect Machine. Mr. Dravis focuses on helping organizations address the changing  dynamics of finance, technology and the global economy. His work areas include Crypto/Digital Assets & Commerce and Artificial Intelligence in Finance. Previously, he has worked with organizations such as the World Bank, Microsoft Corp., SAP AG, Silicon Valley Bank, Government of Jordan, RCM Global Investors, Banc of America Securities, Robertson Stevens and Co. and others as a software developer, business strategist, investor and more. Mr. Dravis' notable publications include: “Artificial Intelligence in Finance: The Road Ahead”, “Bitcoin, Digital Currency and the Internet of Money: Innovations in Global Commerce”, “Open Source Software: Perspectives for Development” for the World Bank and “The World Wide Web: Globally Connected Plain and Simple” for JP Morgan. Mr. Dravis attended University of Maryland.

 

Austin Trombley, MBA, Founder, Vaultbank

Austin Trombley, MBA, is the founder of Vaultbank a bank focused on the creating a platform to buy and sell cryptocurrencies. Mr. Trombley is an avid Data Engineer and Data Scientist, with a decade of consulting and leadership experience at 7 Fortune 500 companies. Previously, he ran the data strategy at Prosper - which upended banks from credit, and co-founded a Quantitative Credit Hedge Fund, Random Forest Capital. Random Forest Capital was recently acquired by Franklin Templeton Investments. He is a frequent speaker at events such as LendIT FinTech USA, BlockChain Expo North America, and World Crypto Economic Forum. Mr. Trombley received his MBA from Rockhurst University and a Post Bachelors in Information Systems, NoSQL, Python from University of California, Berkeley.

 

Professor, John Veitch, CFA, Professor & MSFA Program Director, University of San Francisco

Prof. John Veitch, CFA is teaching and doing research in international finance and macroeconomics, monetary policy, econometrics, portfolio construction and investment strategy as applied to stock market returns in emerging economies. He developed and manages the MS in Financial Analysis (MSFA) program at the University of San Francisco. This program trains students in all the areas of knowledge required by the CFA exams. Prof. Veitch served, for more than a decade, as the Education Director of CFA Society San Francisco where he oversaw its live CFA Program Exam review courses for Levels I through Level III. He has many years of experience in university administration as a Faculty Advisor, Department Chair, Graduate Program Director, and most recently Associate Dean for Graduate Programs in the School of Management. The most recent program that he has helped establish at USF is the MS in Analytics program, an innovative one-year program that combines sophisticated curriculum in programming and data analysis with consulting practicum projects where students work with Bay Area companies to solve 'big data' problems. Prof. Veitch received his PhD in Economics from Northwestern University. He also received a B.A. in Economics and Mathematics from Trinity College at the University of Toronto and is a CFA charterholder.

 

Jesse Velez, CFA, Senior Model Risk Analyst, Wells Fargo Asset Management

Jesse Velez, CFA is a Senior Model Risk Analyst for Portfolio Risk Management and Analytics at Wells Fargo Asset Management (WFAM). Prior to WFAM, Mr. Velez served as Chief Analytics Officer for MonJa, a performance and risk analytics provider focused on marketplace lending. He has also worked as a portfolio manager at Financial Engines and fixed income risk analyst at MSCI Barra. Mr. Velez earned his Master's Degree in Computational Finance from Carnegie Mellon University - Tepper School of Business. He is a Chartered Financial Analyst (CFA) and is a member of the CFA Institute and CFA Society San Francisco.

 

Pricing

$25/ Member

$40/ Non- Member

 

Sponsored By


This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders.


Cancellation Policy: Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.