QWAF & Affiliate Events – All Regions

 QWAFAFEW New York Affiliate and Relevant Events Page

Permalink – You may wish to keep on file.  http://newyork.qwafafew.org/relevant-events/


Upcoming QWAFAFEW Chapter Meetings:

Upcoming Meetings: All Chapters


 

QWAFAFEW PARTNER and AFFILIATE EVENTS and OTHER EVENTS OF INTEREST

 

Wednesday, October 25, 2017, in Philadelphia, PA

WE Philadelphia is pleased to host an all expert panel discussion entitled Trends in ETFs

Venue: Stradley Ronon
2005 Market Street
Floor 26th
Philadelphia, Pennsylvania 19103
United States

Contact: Philadelphia@Womeninetfs.com

Bloomberg ETF analyst Eric Balchunas will moderate what is sure to be a lively discussion, which will be followed by networking, cocktails and hors-d’oeuvres.

AGENDA – “TRENDS IN ETFs”

5:00 Registration

5:20 Welcome, WE Philadelphia Co-Heads

Lauren Davis, Vice President, Gregory CFA

and Christine Franquin, Senior Portfolio Manager, Vanguard

5:30 Trends in ETFs Panel Discussion

Moderator: Eric Balchanas, ETF Analyst, Bloomberg

Panelist 1: Joel Dickson, Head of R & D, Vanguard

Panelist 2: Stacey Gilbert, ETF Market Maker, Susquehana

Panelist 3: Michael Mundt, Partner, Stradley Ronon

6:30 Reception and Networking

Visit  https://womeninetfs.site-ym.com/events/EventDetails.aspx?id=1020293&group=

and click the button that says REGISTER for this great WE Event in Philadelphia PA

To become a Member of WE, visit the Membership Benefits page at:

https://womeninetfs.site-ym.com/?page=MembershipBenefits

Please note that men are also welcome to become members of WE and attend WE Events.
WE members pay a discounted rate at QWAFAFEW-NYC and QWAFAFEW-Philadelphia Events.


 

Wednesday, October 25, 2017

Bloomberg Quant Seminar Series

Please join us for the next installment of the Bloomberg Quant Seminar Series.
The seminar takes place every month and covers a wide range of topics in quantitative finance.
The next session will be held at Bloomberg 7EMPR, at 731 Lexington Avenue, New York, NY – 10022.
In this session, chaired by Bruno Dupire, Nobel laureate Robert Engle will present his current research, followed by several “lightning talks” of 5 min each in quick succession. This format gives the audience the opportunity to be exposed to a wider variety of topics.
Register and secure your spot for the next session of the BBQ Seminar, Wednesday, October 25th via the following link:
http://b.bloomberg.com/reg-QuantSeminars?src=SA
AGENDA
5:00 pm Check-in, Bloomberg, 731 Lexington Avenue, New York, NY 10022
5:30 pm How Much SRISK is Too Much?
Robert Engle, Nobel Prize in Economics, Professor of Finance, NYU Stern
When financial firms are undercapitalized, they are vulnerable to external shocks. This is commonly measured by stress tests or market-based measures such as SRISK (systemic risk). More importantly, the natural response to this risk is to raise capital and this can endogenously start a financial crisis. Excessive credit growth can be interpreted as undercapitalization of the financial sector. Hence we can ask how much SRISK can an economy stand and what is the probability of a crisis. Using a crisis intensity variable constructed by the Romers, a Tobit model is estimated for 23 developed economies. The probability of a crisis and a SRISK capacity measure can be computed from these estimates. These are plotted for several countries.
6:15 pm Lightning talks.
A lightning talk is a very short presentation lasting only 5 minutes. Several ones will be delivered in a single session by different speakers in quick succession.
7:00pm Cocktail Reception

Thursday, October 26, 2017, in Boston – 2nd Annual Smart Beta Strategies Summit

THE PREMIER “BUYERS ONLY” ALL-IN-ONE, 1-DAY DUE DILIGENCE SOLUTION FOR RULES-BASED STRATEGIES

For financial advisors and institutional investors only

http://conferences.fa-mag.com/smartbeta/agenda/

SKYTOP STRATEGIES GENERATING ALPHA CONFERENCE, New York, NY – a QWAFAFEW Partner Event

Tuesday, October 30

ESG as a Core Driver of Institutional Portfolio Performance
Gain exclusive insight on the latest outlook on ESG and the path to value. Join thought leaders on aligning financial performance and purposeful investment strategies to shape the future of global markets.  Members of QWAFAFEW save 25%!  Use code 25ga1030 when registering.
Conference Home Page: https://skytopstrategies.com/generating-alpha-2017-ny/
https://skytopstrategies.com/product/generating-alpha-conference-pass/

Wednesday, November 1, 2017, in New York
Everything You Always Wanted to Know About ETFs, a Harvard Business Club of New York event in midtown, Panelists: Reg Browne,
Cantor; Dave Nadig, etf.com, Alex Von Obelitz, GSAM; Hosted by Ari Weinberg, Contributor-WSJ.  $20 for HBS Members & Guests; $50 for all others. Registration and info:

http://www.hbscny.org/s/1738/cc/index2.aspx?sid=1738&gid=4&pgid=56872&crid=0&calpgid=34845&calcid=78388 


IMN & RWM Evidencting Conference East – 11/2/2017

Marriott New York Downtown
85 West Street
New York, NY 10006

Organizer: IMN

Key speakers:

Liz Ann Sonders, Senior Vice President & Chief Investment Strategist

Charles Schwab & Co.Jason Zweig, Investing Columnist, The Wall Street Journal

Cliff Asness, Managing and Founding Principal, AQR Capital Management

Scott Galloway, Clinical Professor of Marketing, NYU Stern

https://www.imn.org/investment-management/conference/Evidence-Based-Investing-2017/

Pricing: – variable,

https://www.imn.org/investment-management/conference/Evidence-Based-Investing-2017/Register.html

Description: IMN and Ritholtz Wealth Management are excited to announce the 2nd Annual Evidence-Based Investing Conference, taking place November 2, 2017, in New York City. The event will bring together institutional investors, financial advisors, asset managers, index providers, ETF issuers, technology experts and industry thought leaders looking to improve their investment decision-making process.

The program will build on the success of our 2016 gathering, which featured an impressive speaker roster, including keynote addresses from industry legends Bill McNabb (Vanguard), Jim Chanos (Kynikos Associates), and Charley Ellis (Greenwich Associates). Click here for a recap of some notable highlights from our inaugural event.

The 2nd Annual Evidence-Based Investing Conference will once again cut through the hype and focus exclusively on evidence-based investing to give investment decision-makers a better understanding of how to view the financial markets and the various investment strategies at their disposal. IMN and RWM look forward to hosting you this November in New York City.


 

PRMIA
Cyber Risk: A Quantitative and Qualitative Approach
Date: November 7th, 2017
Time: 5:30PM – 830PM EST
Location: Fordham University – Lincoln Center Campus
New York, NY 10023

Additional Details and Registration

Register now for this exciting panel discussion on:
  • Qualitative approach of continuous cybersecurity to reduce the likelihood of a breach.
  • Quantitative methods to predict, deal with and reduce the costs of a breach before it occurs.
Speakers
Tom Lee, Founder & CEO, Vivo Security
Claire Savage, COO, AQMetrics

 

Connecticut Hedge Fund Association

Thursday, November 9th

Indian Harbor Yacht Club
710 Steamboat Road
Greenwich, CT 06830
5:00 – 6:00 – Registration and Networking
6:00 – 7:00 – Main program
7:00 – 8:00 – Cocktails and Networking

Private funds secured over $700 billion from European institutional investors in 2016 (Preqin data as of 6/16), showing that institutional demand for alternative investment funds remains robust.

A majority of those investments have gone to large fund managers, where many are now oversubscribed. This dynamic is creating opportunities for smaller GPs, who are finding it easier to come to market as LPs are being forced to look beyond the largest fund management firms.

Smaller and start-up managers bringing regulated alternative investment funds (AIFs) to the European market do however need to consider their marketing strategies carefully. In Europe, an increasing number of bank-owned and independent fund platforms are emerging to host funds and provide active and passive distribution support, while placement agents and distribution partners can prove highly effective at introducing managers to the right investors. Broadly speaking, successful managers are those who have a clear understanding of what investors are looking for, where the appetite is, and then take the time to seek our experts and partners to reverse engineer a strategy that will work best for them.

The CTHFA has brought together just such a group of these experts who have graciously agreed to share their expertise and stories with us.

 


Systematic Investment Strategies Symposium 2017 – 11/14/2017 

450 East 29th Street
New York, NY 10016
United States

Organizer: IIConferences

Key speakers:-not announced at the moment

http://www.iiconferences.com/siss/default.html

Pricing: – variable

Description: Using Systematic Investment Strategies to Meet Your Institution’s Investment Objectives


 

Wednesday, November 15th, 2017
PRE-EVENT NETWORKING COCKTAIL RECEPTION
6:00 pm – 8:00 pm (details to follow)

Thursday, November 16th, 2017
BATTLE OF THE QUANTS LONDON 
9:30 am – 7:30 pm

Royal Automobile Club, 89 Pall Mall, London

http://battleofthequants.com/


SQA (Society of Quantitative Analysts) – Thursday November 16 – HALF DAY CONFERENCE, “QUANTITATIVE APPROACHES TO RETIREMENT PLANNING: TIME TO RETIRE OLD THINKING”

http://www.sqa-us.org/events/EventDetails.aspx?id=938506&group=

Venue: Barclays 745 7th Ave, New York, NY 10019

Member – $495
Student/Transitional Member – $250

Non-Member – $695; Non-Member Afilliated (includes QWAFAFEW)– $595

Agenda

8:00 a.m. – Registration & Breakfast

8:30 a.m. – Conference Begins, Introductions, etc.

 8:45 a.m. – Martin Tarlie, QMA

“Investment Horizon and Portfolio Selection”

 9:45 a.m. – Deborah Lucas, MIT

“Hacking Reverse Mortgages” 

10:45 a.m. – Morning Break 

11:00 a.m. – Rodney Sullivan, AQR

“Defined Contribution Retirement Plans Should Look and Feel More Like Defined Benefit Plans” 

12:00 p.m. – Lunch and networking 

12:45 p.m. – Dan DiBartolomeo, Northfield Information Services

“Defined Contribution Retirement within Lifetime Investing Planning“ 

1:45 p.m. – Closing comments/Adjourn

 


New York Thursday, November 30, 2017 – Moving the Market: SASB 2017 Symposium by the SASB Foundation at Fordham U Law School, Upper West Side of Manhattan.

When: Thursday, November 30 (one week after Thanksgiving), 8 Am – 6 PM
Where: Fordham School of Law, 150 W 62nd St, New York, NY 10023
Agenda link: http://using.sasb.org/symposium-agenda/
Keynote: Michael Bloomberg
Notable Faculty members include: Mary Schapiro (Former SEC Head), Professor George Serafeim, Ph.D., Professor Barbara Porco, Jean Rogers-Chair-SASB Standards Board, Alan Beller from Cleary Gottleib. Paula Loop of PWC, European Commission’s Pauline McCarthy, and Corporate Sustainability experts Sophia Mendelsohn, Stephanie Tang, and Brian McNamara.

The Investors’ Panel includes:
Lynn Blake – Executive Vice President, State Street Global Advisors
Glenn Booraem – Investment Stewardship Officer, Principal, Vanguard
Hugh Lawson – Managing Director, Global Head of Institutional Client Strategy, Goldman Sachs
Robert Lovelace – Vice Chairman, Capital Group

Attendees of the SASB (Sustainability Accounting Standards Board) Symposium include corporate professionals (CSOs, CFOs, internal audit, general counsel), corporate advisors (consultants, software providers, auditors, and lawyers), investors (asset owners and asset managers), and investment partners (data providers, investment tools, and investible products).

Registration Fee: Early-Bird pricing is available through Monday, October 30th.
Registration Link: https://www.eventbrite.com/e/moving-the-market-sasb-2017-symposium-tickets-34830173988?utm_campaign=SASB%20Conference&utm_medium=email&_hsenc=p2ANqtz-98Twt3QpV5yolFVwVgyhG7VtSFgqem0phZKLqD4DtWNOS3-pWJrsSN5w9tnihefOwMKR2LVQ_DNlsC4bYMLPwFodbS8A&_hsmi=56337886&utm_content=56337886&utm_source=hs_email&hsCtaTracking=4b2feac0-7bc2-4f14-b68e-08e5605e8e4e%7Cda467b82-f018-413b-8091-960811faf894