November 15, 2017 Lunch & Learn on Machine Learning
Join Us For Lunch with Rick Roche, CAIA
|Topic||Machine Learning in Investment Management|
|Date||Wednesday, November 15, 2017|
|Time||11:30am – 1:00pm|
2108 Robert Dedman Dr
Austin, TX 78705
|Speaker||Rick Roche, CAIA Managing Director at Little Harbor Advisors|
EVENT SOLD OUT!
Machine Learning in Investment Management
AI. Black Box. Learner algorithms. Model decay. Quant-amental. Man/machine mix.
Learn about the science and art of machine learning in the equity markets. Machine Learning in Equity Market Investing is an insider’s look into the opaque world of quantitative investing and application of machine learning in equity investing.
The presenter will separate fact from fiction and hype from reality. Learn how asset managers are deploying learner algorithms and advanced statistical modeling to classify and monetize varied and differentiated sources of potential alpha. Although quants have not taken over Wall Street (not yet, anyway), the audience will be surprised to hear just how widespread automated trading systems (ATS) and algorithmic investing are being deployed in today’s equity markets.
The presenter reveals some of the largest practitioners of quantitative investment management and emerging players in the quant investing space. Increasingly, asset managers are combining human and machine intelligence in the investment decision-making process. There’s a virtual
arms race fueled by 500+ alternative data set and tech vendors frantically hiring data scientists, computer engineers and math PhDs. No previous experience required!
Come 2019, the CFA Institute will address emerging FinTech applications by requiring exam takers to have a basic understanding of artificial intelligence, big data and robo-advisory algorithms.
Action Agenda for the Machine Learning in Equity Market Investing includes:
- Follow the Money: Global & U.S. Wealth Assets Under Management
- Machine Learning (ML) Origins & Applications
- ML Type Classifications and Practical Applications
- ML — Today & Tomorrow!
- Prevalence of Automated Trading Systems & Algorithmic Investing
- Quantitative Hedge Fund firms
- Hybrid Quantitative + Fundamental Firms = Quant-amentals
- ML – Hype Cycle of Tipping Point?
Rick Roche, CAIA
Managing Director at Little Harbor Advisors
Little Harbor Advisors (LHA) is a sponsor of systematic investment strategies. Rick has 36+ years’ experience in investment management and is a committed lifelong learner.
He holds Series 3 (Commodities), 7, 63 and 65 licenses. Rick received his Chartered Alternative Investment Analyst (CAIA) charter designation in 2014. He is Local-Only member of the CFA Society – Minnesota and member of the New York Hedge Fund Roundtable (2013-2017). Rick earned a B.A. in History from the University of Dayton, OH. Since 1991, Rick’s consulted 85 major financial companies and has personally trained 72,000 financial sales pros in customer loyalty marketing, capital market trends and investor behavior. Rick has a unique ability to synthesize large amounts of academic and technical research and translate into actionable intelligence. His extensive investment background, encyclopedic command of market theory and staccato delivery have earned him the Top-Rated Speaker rating at numerous industry conferences.
Rick and his wife have two grown sons, both of whom work in financial services. He’s a fitness enthusiast with a focus on strength conditioning and endurance. He’s coached youth soccer and been an active volunteer in his local community. From 1977 to 1980, Rick served two terms in the Massachusetts Legislature representing Springfield, MA.
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