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Tue May 23: ETFs Bring new Life to Quant Investing

May 23 @ 5:25 pm - 8:00 pm

| $35 - $60

All-ETF-Expert Moderator/Presenters 

SPECIAL OFFER FOR THIS EVENT:  WE members (see http://womeninetfs.com)  pay QWAFAFEW member rate of just $35 for the evening of May 23 only.  This is in appreciation to two of ETFs co-Founders, Linda Zhang and Joanne Hill for helping to make this night possible.  [WE members usually pay affiliate rate of $40 along with SQA , PRMIA, MTA, CAIAA, IAQF, FWA, CQF, and CFA Society members. Rate also applies to students and those between jobs (transition)].

Tuesday, May 23, 2017:  QWAFAFEW NYC EVENT – ALL ARE WELCOME to attend (Members pay less)

“ETFs Bring new Life to Quantitative Investing”,

Expert panel moderated by Linda Zhang, Ph.D., Purview Investments; Panelists: Joanne Hill, Ph.D, Bear Creek Advisory, Sebastian Mercado, CFA., Deutsche Bank Securities, Dave Nadig, CEO at ETF.COM  

“The ETFs Ecosystem: Key Trends to Watch “, Mike Venuto, Managing Director of Tidal Growth Consultants and Co-Founder and CIO, Toroso Investments, LLC

Permalink:  http://newyork.qwafafew.org/event/2017-may-23/

Venue:  Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036

Agenda

5:30- 6:10 Registration, Networking, and Refreshments
6:10 – 6:15 Chapter Business – Mike Carty, Chapter President

6:15 – 6:55  ETF Panel: “ETFs Bring new Life to Quant Investing”

Moderator: Linda Zhang, Ph.D., founder of Purview Investments

Panelists:

Joanne M. Hill, PhD., Consultant, Bear Creek Advisory

Dave Nadig, CEO, ETF.COM

Sebastian Mercado, CFA, Director – ETF Strategist, Deutsche Bank Securities Inc.

Linda Joanne WE (2)

We have assembled a strong panel of ETF industry experts, who also have been labeled as Quants at part of their careers. They will explore how ETFs bring new life to quant investing from several angles. Hear how they define Quant as it relates to ETFs and index products. Listen to their insights on the current and potential future industry leaders in Quant ETF space.

They will debate about whether ETFs are blessings or not to Quants. Why has the growth of ETFs advanced the adoption of Quant strategies? What Quant strategies are ready for ETFs, what are not or may never work for ETFs? Are there capacity issues for factor ETFs?

To business leaders, our panelists will offer their advice on how traditional asset management firms can get into the ETF business. They will shed light on how Quants in buy side and sell side firms can reinvent yourselves for the ETF ecosystem, a place that needs YOU.

6:55 – 7:10     Refreshment and Networking Break
7:10 – 7:55 “The ETFs Ecosystem: Key Trends to Watch “, Michael J. Venuto, Managing Director of Tidal Growth Consultants, Co-Founder and CIO, Toroso Investments, LLC
The ETFs industry has experienced significant growth over the past five years, as their assets have grown in the U.S. from $1.2 trillion to $2.7 trillion; the number of U.S. ETF sponsors has increased from 45 to 78; and the average ownership of U.S. equities by ETFs has more than tripled.
On this dynamic webinar we will explore the status of the ETF ecosystem, its players, future and key opportunities.
8:15 Adjournment
RSVP to nyc@qwafafew.org In text body, please provide the name, phone number, email, and membership/affiliation status for each attendee.
Admission Fees: Use Paypal Link by clicking here or type the URL: https://qwafafew.wordpress.com/meeting-admission-nyc/
or bring Check or Cash to the door on the night of the event after you RSVP.
$35 for paid-up QWAFAFEW members (any chapter);
$40 for CQA members, SQA members, CQFs, CAIAs, CTHFAs, and sustaining (paid) PRMIA members, full-time students, those between positions, FWA members, IAFE, MTA members and members of any CFA Society;
$50 for members of PRMIA (free members), GARP, and/or members of any Quant-affiliated Linked-In group;
$60 for all other RSVPs;
Unless paid through PayPal, $10 late-fee applies to those not RSVP’d by Noon of the day of the event.

Attend this meeting for free by signing up for a 12 month membership.  Start or renew a 12-month membership: dues of $120 allow one to attend the next 12 meetings at the membership rate (with the first meeting free)

Use Paypal Link: https://qwafafew.wordpress.com/purchase-qwafafew-nyc-chapter-membership/  

or bring Check or Cash to the door on the night of the event after you RSVP at nyc@qwafafew.org

Biographies

     Linda Zhang, Ph.D., founder of Purview Investments

Linda H Zhang, Ph.D, is the founder of Purview Investments, specializing in ETF product innovation and ETF managed solutions. She was most recently the Head of Investment Research and Senior PM at Windhaven Investments, one of the top ETF solution providers. She joined the ETF ecosystem from an institutional asset manager MFS, as a PM of Global Multi-Asset with global macro overlay, Absolute Return and Commodities funds. Previously, she was a lead PM at BlackRock’s Multi-Asset Solution Group, and served on the asset allocation committee. She was the Head of Quant Strategy Group and the lead manager for the Global Allocation Fund at State Street Research prior to the firm’s acquisition by BlackRock.

Dr. Zhang started her career as a quantitative analyst at Baring Asset Management, modeling security, sector, country, factor and investment style selection, conducting quantitative research in fixed income and risk modeling. Dr. Zhang is a co-founder of Women in ETFs. She is a recipient of the Top Women in Asset Management Awards 2015 by Money Management Executive. She has published in Journal of Investing, CFA Digest, Journal of Alternative Investments and ETF.com. She is a member of The Economic Club of New York. Dr. Zhang received her B.A. from University of Regina, Canada, a Master’s in Applied Economics and a Ph.D in Finance from University of Massachusetts at Amherst.

 

   Joanne M. Hill, PhD., Consultant, Bear Creek Advisory 

Joanne Hill serves as Chief Advisor for Research and Strategy at CBOE Vest Financial, which she joined in 2016. She has also worked with ProShares since 2009 as Head of Institutional Investment Strategy, focusing on ETF research and education. Prior to joining ProShares, Dr. Hill spent 17 years at Goldman Sachs, where she was a Managing Director leading global equity index and derivatives research and advising institutional investors on strategies using index and risk management tools.

A recognized leader in the financial industry, Dr. Hill is a recipient of the William F. Sharpe Indexing Lifetime Achievement Award and has published extensively on quantitative investment topics, index products, and derivatives. Dr. Hill is a co-author (along with Dave Nadig and Matt Hougan) of A Comprehensive Guide to Exchange-Tra ded Funds (ETFs) published by the CFA Institute Research Foundation. 

Prior to her career on Wall Street, she was on the faculty of the University of Massachusetts (Amherst) and she has a Ph.D. in Finance from Syracuse University.

 

    Dave Nadig, CEO, ETF.com

Dave Nadig is the CEO of ETF.com. Previously, Dave was the Director of Exchange Traded Funds at FactSet Research Systems, a position he took when ETF.com divested itself of the ETF data business which he previously ran as ETF.com’s Chief Investment Officer. Dave returned to ETF.com in November 2016, picking up after first joining the firm in 2008.
Dave has been involved in researching, reporting and analyzing the investment management industry for more than 20 years, and recently co-authored a definitive book on ETS, “A Comprehensive Guide To Exchange Traded Funds” for the CFA Institute.

As a Managing Director at Barclays Global Investors, Dave helped design and market some of the first exchange-traded funds. With partner Don Luskin, he went on to found MetaMarkets.com, a revolutionary transparent mutual fund company that pushed fund disclosure to the top of the SEC agenda. As co-founder at Cerulli Associates in the early ’90s, he conducted some of the earliest research on fee-only financial advisers and the rise of indexing. Dave is widely quoted in the financial press, a regular speaker at finance conferences, and publishes a widely read blog at ETF.com. He’s has an MBA in Finance from Boston University.

 

    Sebastian Mercado, CFA, Director – ETF Strategist, Deutsche Bank Securities Inc.

“Sebastian Mercado is Deutsche Bank’s executive in charge of ETF Research for the Americas region. His work includes implementation of investment strategies, due diligence, asset allocation guidance through ETF flows, institutional ownership, and thought leadership. He is also responsible for maintaining a fluid dialogue with clients and industry participants around the world.

His work has been quoted in several media outlets such as The Financial Times, The Wall Street Journal, Bloomberg, and CNBC among others. In addition, his team has won several “Best ETF Research” awards from global investors’ surveys conducted by ETFExpress.com and exchangetradedfunds.com. He holds a B.S. in industrial engineering from Pontificia Universidad Catolica de Valparaiso in Chile, and the Chartered Financial Analyst designation from CFA Institute.”

 

    Michael J. Venuto, Managing Director of Tidal Growth Consultants, Co-Founder and CIO, Toroso Investments, LLC
Michael J. Venuto is a Managing Director of Tidal Growth Consultants as well as Co-Founder and Chief Investment Officer of Toroso Investments, LLC. His most recent position was Head of Investments at Global X Funds where Michael provided portfolio optimization services to institutional clients. Previously he was Senior Vice President at Horizon Kinetics where his responsibilities included new business development, investment strategy, client and strategic initiatives. Michael was instrumental in the establishment of multiple strategic investments and partnerships related to ETFs, Exchanges and Indexation. In 2014, Michael was chosen as one the ETF.COM All Stars for his research and is often quoted as an ETF expert in publications such as Reuters and Barron’s. Michael Venuto studied Philosophy and Religion at NC State University and is an avid Chess player.

RSVP to nyc@qwafafew.org In text body, please provide the name, phone number, email, and membership/affiliation status for each attendee.
Admission Fees: Use Paypal Link by clicking here or type the URL: https://qwafafew.wordpress.com/meeting-admission-nyc/
or bring Check or Cash to the door on the night of the event after you RSVP.
$35 for paid-up QWAFAFEW members (any chapter);
$40 for CQA members, SQA members, CQFs, CAIAs, CTHFAs, and sustaining (paid) PRMIA members, full-time students, those between positions, FWA members, IAFE, MTA members and members of any CFA Society;
$50 for members of PRMIA (free members), GARP, and/or members of any Quant-affiliated Linked-In group;
$60 for all other RSVPs;
Unless paid through PayPal, $10 late-fee applies to those not RSVP’d by Noon of the day of the event.

Attend this meeting for free by signing up for a 12 month membership

Start or renew a 12-month membership: dues of $120 allow one to attend the next 12 meetings at the membership rate (with the first meeting free)

Student membership available for $60 (first meeting is free) or Transitional membership available for $80 (1st meeting free) Paypal Link:      https://qwafafew.wordpress.com/qwafafew-paypal-buttons-regional-meetings/

Use Paypal Link: https://qwafafew.wordpress.com/purchase-qwafafew-nyc-chapter-membership/  

or bring Check or Cash to the door on the night of the event after you RSVP at nyc@qwafafew.org

 

$10 late fee applies to walk-ups or those RSVP’ing after 4:00 PM the night of the event.

To learn more about QWAFAFEW: visit http://qwafafew.org/

To be placed on our e-newsletter mailing list: please e-mail qwafafewnyc@outlook.com with your e-mail and name.

We hope to see you at Bourbon Street Grill on Tuesday May 23.

 

Details

Date:
May 23
Time:
5:25 pm - 8:00 pm
Cost:
$35 - $60
Website:
http://newyork.qwafafew.org

Organizer

Mike Carty
Phone:
718-846-2125
Email:
cmcarty1@earthlink.net
Website:
www.qwafafew.org

Venue

Bourbon Street Bar and Grill
346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
+ Google Map
Phone:
(212) 245-2030
Website:
http://www.bourbonny.com/contact