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March 2019

March 19 San Francisco QWAFAFEW – MODEL GOVERNANCE IN THE AGE OF DATA SCIENCE AND AI

March 19 @ 5:30 pm - 8:30 pm
Robert Half Associates 50 California Street 10th Floor San Francisco, CA , CA 94111 United States, Robert Half Associates 50 California Street 10th Floor
San Francisco, CA 94111 United States
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MODEL GOVERNANCE IN THE AGE OF DATA SCIENCE AND AI URL: https://sanfrancisco.qwafafew.org/event/model-governance-in-the-age-of-data-science-and-ai/ Just a reprint of the SF QWAFAFEW Event to help it show up on QWAFAFEW.org Event Listings on the main page. March 19 @ 5:30 pm - 8:30 pm Admission | $20 – $60 Venue: Robert Half Associates50 California Street 10th Floor  San Francisco, CA , CA 94111 United States Abstract: As more and more open-source technologies penetrate enterprises, data scientists have a plethora of choices for building, testing and scaling models. In addition, data scientists have…

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February 2019

Bottom Up Asset Allocation – Dan diBartolomeo & “What is that Beta in Your ETF?” Stephen Mathai-Davis

February 26 @ 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

Event URL: https://newyork.qwafafew.org/event/feb26 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, Treasurer, Program Chair and Organizer of all QWAFAFEW-NYC Events 6:15 – 6:55 “Accounting for Heterogeneity of Security Behavior with “Bottom Up” Asset Allocation ” – Dan diBartolomeo, President and Founder, Northfield Information Services 6:55 – 7:10 Refreshment/Networking Break 7:10 – 7:55  “What Really is that Beta in Your ETF?” – Stephen Mathai-Davis, CFA,…

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January 2019

Jan 29 NYC “Asset Allocation Insights Long History” – Samonov; Abbett Panel “Derviatives in Fund / ETF Construction”

January 29 @ 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
$35 – $60

Discussion 1: For various asset allocation approaches, we use very long-run financial history and discuss the biggest problem facing investors and the two performance risks that cause it. After snack break Discussion 2: Expert Panel discuss challenges, issues and benefits of using derivatives in portfolio construction to improve risk/return ratios for mutual funds and ETFs

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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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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: https://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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September 2018

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: https://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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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: https://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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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: https://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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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: https://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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June 2018

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: https://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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