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April 2018

NYC April 24 Matthew Moran, Uses & Misuses of Volatility Tools & Patrick Gelshenen, Debunking Investment Myths

April 24, 2018 @ 5:30 pm - 8:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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$35 – $60

URL: http://newyork.qwafafew.org/event/2018apr24 Agenda – Tuesday April 24, 2018 – Matthew Moran "Uses & Misuses of Volatility Tools" & Patrick Gelshenen "Debunking Some of Biggest Investment Myths" Agenda 5:30- 6:10 Registration, Networking, and Refreshments 6:10 - 6:15 Chapter Business - Mike Carty, Chapter President 6:15 - 6:55  "Debunking Some of the Biggest Investment Myths", Patrick Gelshenen, Executive Director, TOBAM North America The investment management industry relies on foundations and pillars which strongly influence beliefs and decision making. While some are robust and strongly defined, others are…

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May 2018

NYC: 5 Blockchain/Cryptocurrency Experts in Panel Moderated by Jesse Noel; Factors from Scratch Tue May 22

May 22, 2018 @ 5:30 pm - 8:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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$35 – $60

URL: http://newyork.qwafafew.org/event/2018may22 Tuesday May 22, 2018 – 5 Blockchain/Cryptocurrency Experts in Panel Moderated by Jesse Noel: JUST ADDED - The legendary SPDR Woman, Kathleen Moriarity, Partner, Chapman & Cutler -she now joins: Jan F. van Eck, CEO and Director, Van Eck; Gabor Gurbacs, Director, Digital Asset Strategy, Van Eck Associates Corporation; Michael Venuto, CIO and Co-Founder, Toroso Investments;  Warrick FitzGerald, CEO, Binary Focus, Inc. All this is followed by new quantitative factor research presented by Christopher Meredith CFA, Director of Research, O'Shaughnessy…

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June 2018

QWAFAFEW Edinburgh – Melissa Brown, MD-Axioma, “Impact of constraints in optimised factor portfolios”

June 6, 2018 @ 7:00 pm - 10:00 pm

All details: https://www.eventbrite.co.uk/e/impact-of-constraints-in-optimised-factor-portfolios-tickets-45734028711 LOCATION: Lulu, 125b George St, Edinburgh, EH2 4JN, United Kingdom Impact of constraints in optimised factor portfolios Presented by: Melissa Brown Time: drinks served 6pm with the presentation beginning at 6.30pm Sharpe Cost: Free (drinks and canapés sponsored by S&P Global, Northfield and Thomson Reuters) Abstract Many investors who use optimization to construct their portfolios believe they need to layer on constraints to ensure that portfolio risk will remain within bounds. In this study we look at how those constraints can have…

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NYC – Tue June 26 – Leigh Sneddon CFA, Complete Attribution & Panel “Redefining Industry Exposure in Portfolio Construction” w Abbett, DiOrio, Loftin, Rosenbluth, Markiewicz, Shelon

June 26, 2018 @ 5:30 pm - 8:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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URL: http://newyork.qwafafew.org/event/2018jun26 Tuesday June 26 2018 – Leigh Sneddon CFA, "Complete Attribution that Quants Can Believe and Use" and Julie Abbett, JP Morgan, Chase, Panel of Experts on "Redefining Industry Exposure in Portfolio Construction" Agenda 5:30- 6:10 Registration, Networking, and Refreshments 6:10 - 6:15 Chapter Business - Mike Carty, Chapter President 6:15 - 6:55  "Complete Attribution that Quants Can Believe and Use" - Leigh Sneddon CFA, Mayfield Investment Solutions Complete Attribution solves a longstanding problem for active quants: how to attribute risk and return…

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July 2018

Annual July QWAFAFEW-NYC Renowned Strategists Event: Mary Ann Bartels MLWM & Sam Stovall, CFRA

July 24, 2018 @ 5:30 pm - 9:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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$35 – $60

Tuesday, July 24th New York QWAFAFEW Event URL: http://newyork.qwafafew.org/event/july24/ Mary Ann Bartels, Managing Director, Head of Merrill Lynch Wealth Management Portfolio Strategy, Global Wealth & Investment Management (GWIM), Bank of America Corporation Awaiting the Post-Election Pop - Sam Stovall, Chief Investment Strategist, CFRA Research  Venue:  Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036 RSVP to nyc@qwafafew.org Agenda 5:30- 6:10 Registration, Networking, and Refreshments 6:10 - 6:15 Chapter Business - Mike Carty, Chapter President 6:15 - 6:55 …

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August 2018

August 28 Julie Abbett ETF Cap Mkts Experts Panel on Proposed SEC Rule; Dan Fox, BBA “Closed End Funds – An Investment Strategy for People Near Retirement”

August 28, 2018 @ 5:30 pm - 8:00 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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$35 – $60

SAY GOODBYE TO SUMMER DRINKING, EATING & NETWORKING WITH US WHILE DISCUSSING ETFs and CEFs! New York QWAFAFEW Event URL: http://newyork.qwafafew.org/event/august28/   Venue:  Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036 RSVP to nyc@qwafafew.org Agenda 5:30- 6:10 Registration, Networking, and Refreshments 6:10 – 6:15 Chapter Business – Mike Carty, Chapter President 6:15 – 6:55   "Proposed SEC ETF Rule: How it seeks to Standardize and Modernize the regulatory framework for ETFs – A discussion" Moderated by Julie…

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September 2018

THURSDAY September 6 Bonus NYC QWAFAFEW with SPDR-Woman Kathleen Moriarty and Derivatives Guru Gontran de Quillacq on the VIX

September 6, 2018 @ 5:30 pm - 8:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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$35 – $60

Date: Special THURSDAY Evening QWAFAFEW September 6 @ 5:30 pm - 8:00 pm| $35 - $60 SAY GOODBYE TO SUMMER DRINKING, EATING & NETWORKING WITH US WHILE DISCUSSING ETFs, the SEC and the VIX New York QWAFAFEW Event URL: http://newyork.qwafafew.org/event/sep062018/ Venue:  Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036 RSVP to nyc@qwafafew.org Agenda 5:30- 6:10 Registration, Networking, and Refreshments 6:10 – 6:15 Chapter Business – Mike Carty, Chapter President 6:15 – 6:55   "A Life as an Advocate for Innovative…

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Tue Sep 25 – NLP: Generating Alpha from Earnings Calls with Frank Zhao & Modeling Asset Class Outlooks – Indrani De

September 25, 2018 @ 5:30 pm - 8:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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$35 – $60

  URL: http://newyork.qwafafew.org/event/sep25/ "Modeling Asset Class Outlook: Examples from Treasuries & Energy" Indrani De, Managing Director - Macro Risk, TIAA The presentation will concentrate on ways to quantitatively model and understand the outlook on different asset classes, and give examples with U.S. Treasuries and Energy. Themes touched upon would include linkage between asset classes, global feedback loops, linkages between financial markets and the real economy, regime changes, and the impact of emerging risks like climate change and demographic shifts "Natural Language…

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October 2018

Tues.Oct. 30 NYC – Michaud, NFA “What Went Wrong?”; Linda Zhang PhD Purview, “Leveraged ETFs & Volatility Spikes”

October 30, 2018 @ 5:30 pm - 8:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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URL: http://newyork.qwafafew.org/event/oct30/   DIscusssion #1 What Went Wrong? Dick Michaud PhD, President and CEO, New Frontier Advisors Disussion #2  Leveraged ETFs: Are you ready for the Volatility Jumps?" Linda Zhang, Phd, President and Founder, Purview Investments Venue:  Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036 RSVP to nyc@qwafafew.org Agenda   5:30 – 6:10 Registration/Networking     6:10 – 6:15 Greetings from Mike Carty, Chapter President     6:15 – 6:55 Dick Michaud, President and CEO, New Frontier Advisors - "What Went Wrong?" "What…

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November 2018

“Extracting Alpha from Web Luminosity” – S. Greene & H. Blank; “Closed End Funds – An Investment Strategy for People Near Retirement” – D. Fox

November 27, 2018 @ 5:30 pm - 8:30 pm
Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
New York, 10036 United States
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$35 – $60

Venue Bourbon Street Bar & Grill, 346 W 46th St., between 8th/9th Ave., NY   Agenda 5:30 - 6:10 Registration/Networking 6:10 - 6:15 Greetings from Mike Carty, Chapter President 6:15 - 6:55 "Closed End Funds - An Investment Strategy for People Near Retirement" - Dan Fox, President/Founder, Black Box A Strategies 6:55 - 7:10 Refreshment/Networking Break 7:10 - 7:55  "Extracting Alpha from Web Luminosity" - Herbert Blank and Shannon Greene, Global Finesse The paper on which this presentation is based may…

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