How Generative AI is Transforming the Investment Process 2023 | CFA Society New York | 5 October 2023 | Hybrid-CFA Society NY, 1540 Broadway, 10th Fl New York, NY 10036

Blackrock says, “data is the new alpha.” Whether you’re a portfolio manager, sell-side analyst or investment banker, harnessing the power of data demands investment in new tools, processes and skills – and Generative AI is changing how we think about all of it.

This conference will help you understand how will impact everything from data sourcing and governance to your desktop tools and ways of working. We’ll cover the topic through four panel discussions.

2023 Speakers

MODERATORS:

Amy Young
Industry Digital Strategist, Microsoft

Chris Thomas
Head of Technology, Slalom Element

Tim Baker
Managing Director, Expero Inc.

Mark Pronchick
Search Consultant, Dore Partnership

PANELISTS:

David Coluccio
Managing Director, Head of Channels, S&P Global Market Intelligence

Niall Hurley
CEO, Eagle Alpha

Kieran Kennedy
Head of Marketplace, Snowflake

Vijay Saraswat
Head, Data and Insights, Fidelity Management and Research

Cassandra Shum
VP of Field Engineering, RelationalAI

Conor Twomey
Head of Customer Success, KX

Jonathan Berkow
Director of Quant & Data Science, Alliance Bernstein

Christopher Coulthrust
Cloud Architect , Data & AI, Microsoft

Mahesh Narayan
SVP Institutional Asset Management, Arcesium LLC

Ken D’ Souza
Managing Director and Portfolio Manager, PGIM Quantitative Solutions

Joyce Shen
Investment and Operating Partner, Tenfore Holdings, Adjunct Faculty, UC Berkeley