Community Calendar https://cfa-sf.org/events/event_list.asp Thu, 28 Mar 2024 18:08:40 GMT Wed, 15 May 2024 21:00:00 GMT Copyright © 2024 CFA Society San Francisco SOLD OUT: The Future of Quant Trading in the Era of AI (In-person) https://cfa-sf.org/events/EventDetails.aspx?id=1830754 https://cfa-sf.org/events/EventDetails.aspx?id=1830754 SOLD OUT: The Future of Quant Trading in the Era of AI

Your premier association for finance professionals invites you, in partnership with BlackRock and X1 Asset Management, for an enlightening exploration into the intersection of Quantitative Trading and Artificial Intelligence (AI). The financial landscape is evolving rapidly, and technological advancements in AI are reshaping the way we approach quantitative strategies. "Quantitative Trading in the Era of AI" is a must-attend event for professionals, enthusiasts, and anyone curious about the future of algorithmic trading.

Gain insights from a candid conversation with thought leaders as they share their perspectives on the future trajectory of quantitative trading and discuss the effective integration of artificial intelligence in the pursuit of alpha. They will explore emerging technologies, innovative approaches, regulatory considerations, impact on risk management, and the evolving role of human intuition in an AI-driven world.

Don't miss this opportunity to connect, learn, and stay ahead in the fast-paced world of algorithmic finance.

Register

 

Speakers

Guido Appenzeller, PhD, Investment Partner, Andreessen Horowitz

Guido Appenzeller, PhD is currently a special advisor to Andreessen Horowitz, a Silicon Valley venture capital firm. He previously was the Chief Technology Officer for Intel’s Data Platforms Group (DPG), where he was responsible for technical direction and pathfinding across the data platforms portfolio.

Prior to joining Intel, Dr. Appenzeller was Chief Product Officer at Yubico where he focused on product development and strategy. He was previously the CTO, Cloud & Networking at VMware where he helped define VMware’s Multi-Cloud Strategy and was part of the team that grew NSX to a $1B product line. Before VMware, he co-founded Big Switch Networks (acquired by Arista) and Voltage Security (acquired by HP), leading those companies as CEO and CTO respectively.

Dr. Appenzeller received a Test of Time Award from SIGCOMM. He was named to the MIT TR35, with Voltage Security was named a Technology Pioneer by the World Economic Forum and one of the 100 Most Intriguing Entrepreneurs by Goldman Sachs. From 2008 to 2010, Dr. Appenzeller was a Consulting Assistant Professor at Stanford University. He holds a PhD from Stanford University and MS (Diplom) from the Karlsruhe Institute of Technology.



Frank J. Martin, Partner & General Counsel, Cole-Frieman & Mallon LLP

Frank J. Martin is Partner & General Counsel at Cole-Frieman & Mallon LLP where he advises registered investment advisers, private fund managers, and institutional investors on all aspects of fund formation, fund management, and regulation. Prior to Cole-Frieman & Mallon, Mr. Martin served as President & General Counsel of Standard Pacific Capital, LLC, a multi-billion-dollar, multi-strategy, global investment manager headquartered in San Francisco with offices in Hong Kong and Tokyo.

While at Standard Pacific Capital, he taught at UC Berkeley School of Law. Appointed to the faculty as a Lecturer in 2012, Mr. Martin created and taught Berkeley Law’s course on structuring, advising, and regulating hedge funds. He earned his BBA in Finance from the University of Georgia and his JD at the University of California, Berkeley – School of Law.

 

Joyce Li, CFA, Founder, Averanda

Joyce Li, CFA, is a seasoned investor, board advisor, and entrepreneur with two decades of experience in global asset management. Her background as a global investment executive, managing multi-billion-dollar investments, has provided her with a practical perspective on the evolving role of AI in finance, particularly in enhancing data-driven decision-making and risk assessment in trading environments.

Since founding Averanda in 2023, Ms. Li has focused on the forefront of AI and finance, advising business leaders and boards on AI strategies and developments. Her hands-on experience in founding and launching AI-powered wealth management solutions and advising fast-growing AI-powered investment research startups underpin this direction.

Ms. Li holds an MBA from Wharton, where she was a Palmer Scholar, and a Master's in Computer Science from the University of Virginia. She also holds Chartered Financial Analyst designation and was previously the President of CFA Society San Francisco, and now co-chairs the AI Task Force at Athena Alliance.

 

Jeff Shen, PhD, Managing Director, Co-CIO & Co-Head of Systematic Active Equity (SAE), BlackRock

Jeff Shen, PhD, Managing Director, is Co-CIO and Co-Head of Systematic Active Equity (SAE) at BlackRock. He is a member of the BlackRock Global Operating Committee, BlackRock Systematic (BSYS) Management Committee, and the BlackRock Asian Middle Eastern & Allies Network (AMP) Executive Committee.

Dr. Shen's service with BlackRock dates back to 2004, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was the Head of Investment for Asia Pacific and Emerging Market active equities. Prior to joining BGI, Dr. Shen began his career in 1997 with JP Morgan where he held numerous positions in global macro investment and asset allocation research in both New York and London.

He is an adjunct professor at NYU teaching an MBA class on international investment. He also serves on the advisory board of the Clausen Center at UC Berkeley. Dr. Shen earned a BA degree in Economics from Hobart College, a MA degree in Economics from University of Massachusetts at Amherst, and a PhD degree in Finance from New York University.

 

Moderator

Jens HorstmannCEO, X1 Trading Systems

Jens Horstmann is CEO of XI Trading Systems, a fintech pioneer utilizing advanced predictive algorithms and cognitive computing. He has 36 years of executive, technology, and engineering experience in Silicon Valley and global high-tech industries. Mr. Horstmann serves on the Investment Committee of Campus Founder’s Venture Studio and is a founding Partner of StrongHer, a non-profit organization that supports and funds women entrepreneurs.

Mr. Horstmann is a founding Director and Executive Producer at Crestlight Venture Studio, a global innovation services company and venture fund focused on AI, IoT, and Life-science solutions. He co-founded and served as Managing Director of Salt Flats Capital, the venture arm of Salt Flats, a strategy and innovation firm that assists enterprises in their corporate transformation.

Mr. Horstmann holds more than 25 patents and advised as VP of Entertainment Technology NCR Corp. and other Fortune 500 companies. Previously, he was CTO, president and CEO of DVDPlay, the creator of Redbox’s original technology., LSI Logic and Deutsche Telekom. Mr. Horstmann holds an MSEE from the University of Braunschweig.

 

Agenda

4:30 PM - Check-in

5:00 PM - Presentation begins

6:00 PM - Presentation concludes

6:35 PM - Networking session

7:00 PM - Event concludes 

 

Pricing

Free / Members

$25 / Non-members

 

Register


This event qualifies for up to 1.0 hours of professional learning credit for CFA charterholders.





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Thu, 28 Mar 2024 20:30:00 GMT
Addressing the Low Return Challenge (Webinar) https://cfa-sf.org/events/EventDetails.aspx?id=1841849 https://cfa-sf.org/events/EventDetails.aspx?id=1841849 Addressing the Low Return Challenge

For more than a decade, public equity and related asset classes have been the engine of growth for investment portfolios. What if the engine slows down? How might investors prepare for that possibility? Those are key questions addressed in a recent book: Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least. The author, AQR Capital Managment's Antti Ilmanen, is globally renowned for his mastery of the investment research and his insights on portfolio strategy. His Low Returns and Expected Returns books are required reading at the world’s most sophisticated investment organizations. 

Your premier association for finance professionals invites you to join Mr. Ilmanen in conversation with Ken Frier, CFA to hear important insights from the Low Returns book and Mr. Ilmanen’s subsequent work. The conversation will address the downshift in expected returns, portfolio diversifiers, liquid vs. illiquid return expectations, risk mitigating strategies and other ways that allocators can best prepare investment portfolios to succeed in the years ahead.

This event is brought to you by CFA Society San Francisco Member Programing Advisory Council.

Register

Speakers

Antti Ilmanen, PhDPrincipal and Global Co-Head of the Portfolio Solutions Group, AQR Capital Management

Dr. Antti Ilmanen, PhD is a Principal and Global Co-Head of the Portfolio Solutions Group at AQR Capital Management. In this role, he manages the team responsible for advising institutional investors and sovereign wealth funds and develops the firm's broad investment ideas. Prior to joining AQR, Dr. Ilmanen spent seven years as a senior portfolio manager at Brevan Howard and a decade in a variety of roles at Salomon Brothers/Citigroup. He began his career as a central bank portfolio manager in Finland. Over the years, he has advised many institutional investors, including Norway’s Government Pension Fund Global and the Government of Singapore Investment Corporation. Dr. Ilmanen has published extensively in finance and investment journals, and has written two books, Expected Returns (2011) and Investing Amid Low Expected Returns (2022).

Dr. Ilmanen earned MS degrees in economics and law from the University of Helsinki and a PhD in finance from the University of Chicago. He has received a Graham and Dodd award, the Harry M. Markowitz special distinction award, and multiple Bernstein Fabozzi/Jacobs Levy awards for his published articles. He also received the CFA Institute's 2017 Leadership in Global Investment Award.

 

Moderator

Ken Frier, CFAChief Investment Officer, Atlas Capital Advisors

Ken Frier has over 30 years of experience as an institutional investor, having been Chief Investment Officer of The Walt Disney Company, Hewlett-Packard Company, Stanford Management Company and the UAW Retiree Medical Benefits Trust. He is currently the CIO of Atlas Capital Advisors, a San Francisco-based RIA, and a member of the IInvestment Committee of El Camino Health. His career includes extensive research, writing, and speaking on asset allocation and investment risk management.

Mr. Frier graduated with honors in Mathematical Science from the University of North Carolina, Chapel Hill, and has an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller scholar. He holds the Chartered Financial Analyst® designation and is an active member and volunteer with CFA Society San Francisco.

 

Pricing

$5 / Members

$15 / Non-members

 

Register


This event qualifies for up to 0.75 hours of professional learning credit for CFA charterholders.

 

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Tue, 2 Apr 2024 15:00:00 GMT
The Silk Series Lectures Featuring Nobel Laureates at USF: Richard Thaler (Member Only) https://cfa-sf.org/events/EventDetails.aspx?id=1826221 https://cfa-sf.org/events/EventDetails.aspx?id=1826221 USF Nobel Laureate Silk Series Featuring Richard Thaler

Doing Economics in the 21st Century


CFA Society San Francisco, in partnership with the University of San Francisco, cordially invites you to a conversation with Dr. Richard Thaler, Noble Laureate in Economics in 2017. During the conversation Dr. Thaler will discuss what he thinks is the approach for doing economics in the 21st century.  This discussion will touch heavily on his past research in behavioral economics and understanding the flaws in homo sapiens. He will also offer some insights on what he thinks economists must improve on. Finally, Dr. Thaler will share some other gems from his life and career in the Q&A with USF’s Professor Ludwig Chincarini.

Register

Speakers

Richard ThalerRichard Thaler, 2017 Nobel Laureate in Economics

Richard Thaler, recipient of the 2017 Nobel Memorial Prize in Economic Sciences has been recognized for his contributions to behavioral economics and the psychology of decision-making. He investigates the implications of relaxing the standard economic assumption that everyone in the economy is rational and selfish, instead entertaining the possibility that some of the agents in the economy are sometimes human.

 

Ludwig ChincariniLudwig Chincarini, CFA, PhDProfessor of Finance, University of San Francisco's School of Management

Ludwig B. Chincarini, CFA, PhD, is Professor of Finance in the School of Management at the University of San Francisco as well as an advisor to United States Commodity Fund Investments with over fifteen years of experience in the financial industry specializing in portfolio management, quantitative equity management, and derivatives. He also works with an angel group to help start-up companies. Prior to that he was a member of the academic council of Index IQ which was bought by NY Life in 2015, where he was instrumental in creating and developing some of the newest alternative ETFs, like QAI (the first hedge fund replicator), CPI (the first real return-inflation hedged vehicle), and MNA (the first risk-arbitrage ETF), as well as others. He was on academic council of Future Advisor, one of the early Robo-Advisor firms, which was bought by Blackrock in 2015.  He wrote one of the first robo-adviser business plans in 2003 and a plan for Robo Advisor 2.0 in 2018.He was Director of Research at Rydex Global Advisors (now Invesco), where he co-developed the S&P 500 equal-weight index, designed the successful ETF, RSP and helped launch the Rydex ETF program.

He helped build an internet brokerage firm, FOLIO Investing (bought by Goldman Sachs in 2020), designing its innovative basket trading and portfolio management platform.  He also worked at the Bank for International Settlements (BIS) and Schroders.

He is the author of one of the classic books in the field of portfolio management entitled Quantitative Equity Portfolio Management and the book which introduced formally the idea of crowding as an alternative view of causes of the financial crisis with the appropriate title The Crisis of Crowding.

 

Price

Free / Members

*This event is open Society members only. If you would like to attend this event as a non-member, click here.

 

Register

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Mon, 8 Apr 2024 22:00:00 GMT
CFO Bootcamp Spring 2024 (Virtual Workshop) https://cfa-sf.org/events/EventDetails.aspx?id=1843725 https://cfa-sf.org/events/EventDetails.aspx?id=1843725 CFO Bootcamp Spring 2024

SPACE IS LIMITED! Deadline for application is on Friday, April 26,2023.

The program is designed for senior finance professionals whose next career step is CFO, or current CFOs who want to sharpen their strategic and leadership skills. The CFO Bootcamp program was awarded the FEI 2018 and 2019 Innovation Award, which recognized one chapter for an initiative demonstrating creativity and out-of-the-box thinking. Recent CFO Bootcamp cohorts have included between 35 to over 40 participating senior executives.

This year's Spring CFO Bootcamp includes 5 virtual sessions (in addition to the 5 sessions related to our Fall Bootcamp) which offers a total of 17.0 CPE credits:

  • Leading Change through Effective Company Culture and Communications
  • The CFO's Contribution to Good Governance
  • The Role of the CFO in Risk Management
  • The CFO Systems and Technology Roadmap
  • Journeys to Becoming a Successful CFO

Virtual sessions will be held on successive Wednesday afternoons/evenings in May. Each session runs from 4pm to 7pm PT*, and time for networking will occur before each session. All sessions will be recorded -- with recordings, all presentations, and additional resources for each session provided to Bootcamp participants.

* Except for the Journeys to Becoming a Successful CFO session on 5/29 which will run from 4pm to 6:30pm PT

In addition to our presenters and panelists, each session will include an Executive in Residence to provide mentorship, further perspectives, and experiences/examples. Sessions will also include a collaboration activity, with time for scenario sharing, problem solving, and interaction with fellow Bootcamp attendees.

View Program Schedule

Apply*

 

Agenda

Wednesday, May 1, 2024
4:00 p.m. - 7:00 p.m.

Wednesday, May 8, 2024
4:00 p.m. - 7:00 p.m.

Wednesday, May 15, 2024
4:00 p.m. - 7:00 p.m.

Wednesday, May 22, 2024
4:00 p.m. - 7:00 p.m.

Wednesday, May 29, 2024
4:00 p.m. -6:30 p.m.

Wednesday, June 5, 2024
5:30 p.m. - 8:00 p.m. 

 

Pricing*

$199 /FEI San Francisco Bay Area Members
          For all in-transition (members & non-members)

$399 /Other FEI chapter members

$499 /Non-FEI members ($199 can be applied towards new FEI San Francisco Bay Area membership)

*Apply by 4/1 for early bird discounts!

 

Apply*

*This program is offered by Financial Executive International San Francisco Bay Area Chapter, and as such you will be directed to their website to complete your application. 


This program qualifies for up to 17.0 hours of professional learning credit for CFA charterholders.

 

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Wed, 1 May 2024 20:00:00 GMT
The Future of Investing Symposium (In-person) https://cfa-sf.org/events/EventDetails.aspx?id=1834104 https://cfa-sf.org/events/EventDetails.aspx?id=1834104 The Future of Investing Symposium

CFA Society San Francisco is delighted to announce our upcoming premier in-person event, The Future of Investing Symposium, on May 15th at San Francisco City Hall. Up to 300 investment professionals will gather to hear insights from local and international thought leaders on geopolitical shifts, socioeconomic changes, and digital transformation. Attendees will gain insights on harnessing opportunities and approaching new challenges, enabling them to stay current and best serve their organization’s and clients’ needs in this rapidly changing world. Join wealth managers, family office professionals, major pension fund representatives, RIAs, treasury professionals and many more at this landmark event. 

In addition to the 45-minute conversation on the future of investing, this event will also serve as a celebration of the Society's 95th year serving the investment community! During the 2-hour networking reception, attendees will enjoy opportunities to converse with likeminded investment professionals, thought leaders, and exhibitors while engaging in a variety of fun and interactive experiences!

Register*

Speakers

Elizabeth Burton, CAIA, Managing Director & Client Investment Strategist, Goldman Sachs Asset Management

Elizabeth Burton, CAIA, is a managing director and client investment strategist in the Client Solutions Group within Goldman Sachs Asset Management. In her role, she advises institutional clients on their investment strategy and portfolio objectives, working alongside global client advisors and product strategists across public and private markets. Ms. Burton joined Goldman Sachs in 2022 as a managing director.

Prior to joining the firm, Ms. Burton was chief investment officer at the Employees' Retirement System of the State of Hawaii. Before that, she served as a managing director in the Quantitative Strategies Group at the Maryland State Retirement Agency, where she was responsible for the agency's absolute return portfolio and oversaw risk management. Earlier in her career, Ms. Burton held leadership positions as an investor, economist, and consultant in asset management as well as fixed income trading.

Ms. Burton serves on the Board of Directors of the Chartered Alternative Investment Association (CAIA). In addition, she serves on the board of the Hill School. Ms. Burton earned a BA in Politics and French from Washington and Lee University in 2004 and an MBA in Finance and Econometrics and Statistics from the University of Chicago in 2011. She is a charterholder of CAIA.

 

Ted Egan, PhDChief Economist, City and County of San Francisco

Dr. Ted Egan is the Chief Economist of the City and County of San Francisco, and directs the Office of Economic Analysis in the City Controller’s Office. The office prepares independent economic analysis of major City legislation.

Since he joined in 2007, his office has published over 100 economic impact reports on policy issues like the minimum wage, affordable housing, taxes and fees, land use planning, sporting events, labor regulation, and short-term rentals. During this time at the City, Dr. Egan has served as an expert witness on the economics of same-sex marriage, and won a Good Government award for his work redesigning the City’s business tax. He currently serves on the Data Users Advisory Committee of the Bureau of Labor Statistics.

Before joining the City, Dr. Egan spent ten years working for ICF International, managing economic development strategy projects across North America, Europe, Latin America, and the Middle East. He received his PhD from UC Berkeley, and lectured in the Economics and City Planning departments at Berkeley for more than ten years.

 

Karin Kimbrough, PhDChief Economist, LinkedIn

Dr. Karin Kimbrough is the chief economist at LinkedIn, where she leads a team of economists and data scientists who deliver research and insights from LinkedIn’s Economic Graph. She previously worked as assistant treasurer at Google and as managing director and head of macroeconomic policy at Bank of America. Dr. Kimbrough previously served as vice president in the Markets Group of the Federal Reserve Bank of New York during the financial crisis.

Dr. Kimbrough holds a doctorate in economics from Oxford University, a master in public policy from the Harvard Kennedy School, and an undergraduate degree in economics from Stanford.

In 2017, Dr. Kimbrough was recognized by Black Enterprise as one of the most powerful Black Women in Business. She is a member of the Fannie Mae Board of Directors and the Federal Reserve Board of Chicago’s Academic Advisor Council.

 

Ashby Monk, PhDExecutive & Research Director, Stanford Research Initiative on Long-Term Investing; Co-Founder, Shelton AI; CSO & Co-Founder, thirdACT PBC; and Senior Advisor, FutureProof Technologies

Dr. Ashby Monk is currently a Senior Research Engineer, School of Engineering at Stanford University, and holds the position of Executive Director of the Stanford Research Initiative on Long-Term Investing.

Dr. Monk has more than 20 years of experience studying and advising investment organizations. He has authored multiple books and published 100s of research papers on institutional investing. His latest book, The Technologized Investor, won the 2021 Silver Medal from the Axiom Business Book Awards in the Business Technology category.

Outside of academia, Dr. Monk has co-founded several companies that help investors make better investment decisions, including Real Capital Innovation (acquired by Addepar), FutureProof, NetPurpose, D.A.T.A., ThirdAct, Growthsphere, SheltonAI and Long Game Savings (acquired by Truist). He is also a member of the CFA Institute’s Future of Finance Advisory Council and was named by CIO Magazine as one of the most influential academics in the institutional investing world.

Dr. Monk received his Doctorate in Economic Geography at the University of Oxford, holds a Master’s in International Economics from the Université de Paris I - Pantheon Sorbonne, and has a Bachelor’s in Economics from Princeton University.

 

Moderator

Devin Banerjee, CFASr. Managing Editor, LinkedIn

Devin Banerjee is a senior managing editor at LinkedIn, leading a team of journalists and community managers covering key industries such as finance, technology, and health care for LinkedIn's membership of 950 million professionals. Mr. Banerjee previously oversaw Bloomberg’s coverage of North American dealmaking, including the private equity industry, corporate M&A, capital markets, and shareholder activism.

He is an honors graduate of Stanford University and holds the Chartered Financial Analyst designation.

 

Agenda

4:30 p.m. - Registration Opens

5:00 p.m. - The Future of Investing Program Begins

6:00 p.m. - Exhibit Tables, Interactive Experiences, & Networking Reception Opens

8:00 p.m. - Event Concludes

 

Pricing 

    Members
    Early Bird (ends 4/15/2024): $125

    Regular: $175

    Non-Members
    Early Bird (ends 4/15/2024): $225

    Regular: $275

Not a member yet? View membership options and learn more here.

 

Register*

*All attendees must register by May 8, 2024. Registration closes on 05/09/024. Walk-ins cannot be accommodated.

 

Sponsors

Partner with CFA Society San Francisco at this upcoming landmark celebration and symposium. Your organization will gain valuable visibility, brand recognition, and networking opportunities. Click here to learn more.

 

Platinum Sponsor

Gold Sponsor

 

Brand & Experience Sponsors

  • Diamond Hill
  • Institutional Cash Distributors
  • Natixis
  • Next Legacy Partners
  • Nuveen
  • Orion Advisor Solutions
  • Stansberry Asset Management
  • Thomas James Homes
  • TriNet Group
  • Wellington Management Company
 
Tasting Partner

Gold Bar Distillery - Treasure Island, CA

 

More sponsors to be announced soon!

 


Cancellation Policy

Please contact events@cfa-sf.org by 04/15/24, to receive a full refund. Cancellation requested from 4/16/24 - 4/30/24 will receive a 50% refund. No refunds will be issued for cancellation requests received after 05/01/24.

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Wed, 15 May 2024 21:00:00 GMT