2019 NYC Chapter Calendar


QWAFAFEW NYC 2019 Schedule (Italics indicates event has already past)

Tuesday, January 29th – “The use of Derivative Instruments in Portfolio Construction for ETFs and Mutual Funds — The Definitive Guide”: panel moderated by Julie Abbett, Executive Director, JP Morgan Chase & Co. & Mikhail Samonov, Senior Portfolio Manager at Forefront Analytics and GKFO

Tuesday, February 26th – Dan diBartolomeo, President, Northfield Information Services & Stephen Mathia-Davis, CFA, CQF, Chief Investment Officer, Quantimize

Tuesday, March 26th – Jeffery A. Hirsch, Chief Market Strategist, Probabilities Fund Management, LLC & Bill Hao, Director, Research & Design, S&P Global Dow Jones Indices

Tuesday, April 23rd – Tom Tzitzouris, Fixed Income Strategist, Strategas Research Partners & Andrew Kalotay, PhD, Kalotay Analytics, ‘Risk Management Considerations for Municipal Bonds’

Tuesday, May 21st – Matt Moran, VP, Business Development, CBOE, Professor Edward Szado, Providence College & Marvin Appel, Ph.D., M.D., President, Signalert Asset Management LLC

Tuesday, June 25th – Nathan Tidd, CFA, President, Windfactor Investment Research & Milind Sharma, CEO, QuantZ

Tuesday, July 23th – Mary Ann Bartels, Head of ETF Strategy, BofA Merrill Lynch, & Sam Stovall, US Equity Strategist, S&P Global Market Intelligence

Tuesday, August 27th – Melissa Brown, Managing DIrector of Research, Axioma & Sean Kruzel, Founder & CEO, Astrocyte Research

Tuesday, September 10th – Ronald J Ryan, CFA, CEO, ALM Inc & TBD

Tuesday, September 24th – Jason MacQueen, Director of Research, Northfield Information Services Inc. & TBD

Tuesday, October 22nd – Dick Michaud, President and CEO, New Frontier Advisors &  Mike Venuto, Co-founder and CIO Toroso Investments

Tuesday, November 19th – TBD