To register for this free event, Co-Produced by The Data Warehousing Institute and the New York Technology Council, click here.
To register for this free event, Co-Produced by The Data Warehousing Institute and the New York Technology Council, click here.
Thursday, March 24, 2011
About the Panelists – Practical Stories from the Trenches
At the event on March 30th, we will make financial services analytics more accessible, actionable, practical and doable.
Our goal is to share more based on my experience and on the experience of analysts in the trenches…with the help of the other panelists:
Our goal is to share more based on my experience and on the experience of analysts in the trenches…with the help of the other panelists:
Preview of Analytics in Financial Services (March 30th Event w/ TDWI and NY Tech Council)
On March 30th, at TDWI’s Tri-State Area Chapter seminar, I’ll be giving the keynote address to discuss how analytics can be practically used to make better business decisions. This theme in my speech, practical uses of analytics, I feel, captures the essence of this event – a different type of analytics event – it’s focused on giving the audience practical takeaways they can use to improve results at their job and build their career further.
Analytics in Financial Services: A Competitive Imperative
Preview of Analytics in Financial Services
On March 30th, at TDWI’s Tri-State Area Chapter seminar, I’ll be giving the keynote address to discuss how analytics can be practically used to make better business decisions. This theme in my speech, practical uses of analytics, I feel, captures the essence of this event – a different type of analytics event – it’s focused on giving the audience practical takeaways they can use to improve results at their job and build their career further.
About the Panelists – Practical Stories from the Trenches
Our goal is to share more based on my experience and on the experience of analysts in the trenches…. goal is to share practical insights…I will do this with the help of the other panelists:
- John Ruda of TDAI has been able to better predict and sense if a customer is less satisfied and may leave…being able to sense this early has allowed TDA to save millions of dollars
- Denis Mrkva, of Hartford Insurance Company, he’ll be talking about how they built a tool to substantially improve impact of marketing investments targeting consumers across a variety of channels
Overall, we will try to make financial services analytics more accessible, actionable, practical and doable.
So much Information, So Little Practical Analytics that “Works”
The bottom line when discussing analytics is that when it works, it can add huge value; however in the world of analytics there is a deluge of information, technology and analytic options – so much so that I’ve noticed a pervasive frustration in the business community that analytics solutions do not work smoothly or often enough. Together with the TDWI, New York Technology Council, and event sponsors, we’re going to take a step toward fixing this problem. In my keynote, and in this event, we’ll try and bridge the gap between the awesome potential of analytics and the complexity of figuring out how to realize that potential.
We will discuss the key drivers of results in a number of key business models in financial services, and we will be clear about the decisions we need to make to improve results in these business models, without overcomplicating the analysis. We will share with you a simpler way to translate a business decision that needs to be made into an analytics method that is fit with purpose…in the trenches practitioners have figured this out but there’s not a lot of sharing of how to best do this…our goal is to share more…based on real experiences of myself and others.
Benefits to Attendees Interested in Analytics
While this event is a financial services event, it can be useful for those not in financial services. We’ll be using a set of universal frameworks to distill business models, find points of opportunity and choose the best way to address this opportunity via analytics; these frameworks can be applied in any industry where high-stakes business decisions are made. So if you’re interested in analytics, this is an ideal event for you.
Benefits to Students or Job Seekers
This is the perfect event for anyone who’s entering or aspires to enter the field of financial services (investment bankers, or financial services professional in retail, insurance, consumer banking, credit cards). I guarantee you’ll walk away with practical takeaways you can use back in the office or to turbo-charge your career.
So much Information, So Little Practical Analytics that “Works”
The bottom line when discussing analytics is that when it works, it can add huge value; however in the world of analytics there is a deluge of information, technology and analytic options – so much so that I’ve noticed a pervasive frustration in the business community that analytics solutions do not work smoothly or often enough. Together with the TDWI, New York Technology Council, and event sponsors, we’re going to take a step toward fixing this problem. In my keynote, and in this event, we’ll try and bridge the gap between the awesome potential of analytics and the complexity of figuring out how to realize that potential.
Click here to register for this free event...
We will discuss the key drivers of results in a number of key business models in financial services, and we will be clear about the decisions we need to make to improve results in these business models, without overcomplicating the analysis. We will share with you a simpler way to translate a business decision that needs to be made into an analytics method that is fit with purpose…in the trenches practitioners have figured this out but there’s not a lot of sharing of how to best do this…our goal is to share more…based on real experiences of myself and others.
Interested in Analytics? Our March 30th Event is for You
While this event is a financial services event, it can be useful for those not in financial services.
We’ll be using a set of universal frameworks to distill business models, find points of opportunity and choose the best way to address this opportunity via analytics; these frameworks can be applied in any industry where high-stakes business decisions are made. So if you’re interested in analytics, this is an ideal event for you.
We’ll be using a set of universal frameworks to distill business models, find points of opportunity and choose the best way to address this opportunity via analytics; these frameworks can be applied in any industry where high-stakes business decisions are made. So if you’re interested in analytics, this is an ideal event for you.
March 30 TDWI Event in NYC: Benefits to Students + Job Seekers
This is the perfect event for anyone who’s entering or aspires to enter the field of financial services (investment bankers, or financial services professional in retail, insurance, consumer banking, credit cards).
You’ll walk away with practical takeaways you can use back in the office or to turbo-charge your career.
You’ll walk away with practical takeaways you can use back in the office or to turbo-charge your career.
Video Preview of Next Week's event on Analytics in Financial Services
To register for this free event, Co-Produced by The Data Warehousing Institute and the New York Technology Council, click here.
To register for this free event, Co-Produced by The Data Warehousing Institute and the New York Technology Council, click here.
To register for this free event, Co-Produced by The Data Warehousing Institute and the New York Technology Council, click here.
Join Us for "Analytics in Financial Services" w/ TDWI and NY Tech Council
Analytics in Financial Services: A Competitive Imperative -- Wednesday, March 30th, 2011
8:30am-12:00pm The New Yorker Hotel
Free! To Register: Click Here
Jaime Fitzgerald will be delivering the keynote at this conference emphasizing practical take-aways.
Free! To Register: Click Here
The financial services industry is inherently data-driven. In recent years, our ability to store, retrieve and analyze massive volumes of data has exploded, creating new opportunities as well as new challenges. Investment banks, retail financial services firms, and insurance companies are at the forefront of this data revolution.
On top of this content, the event will be a great networking event -- about 200 people have already registered!
Free! To Register: Click Here
Additional video previews of this event up on his YouTube page.
8:30am-12:00pm The New Yorker Hotel
Free! To Register: Click Here
Jaime Fitzgerald will be delivering the keynote at this conference emphasizing practical take-aways.
Free! To Register: Click Here
The financial services industry is inherently data-driven. In recent years, our ability to store, retrieve and analyze massive volumes of data has exploded, creating new opportunities as well as new challenges. Investment banks, retail financial services firms, and insurance companies are at the forefront of this data revolution.
How are Wall Street innovators using analytics to compete and succeed? What tools and tactics do they use to turn data into value? What are the pitfalls and cautionary tales associated with data-driven tools, techniques, and technologies?
At this half-day joint event of the New York Technology Council and The Data Warehouse Institute (TDWI) Tri-State Area Chapter, our keynote speaker and industry panelists will explore this topic.
On top of this content, the event will be a great networking event -- about 200 people have already registered!
Free! To Register: Click Here
Additional video previews of this event up on his YouTube page.
Tuesday, March 22, 2011
Join Us on March 30th!
Analytics in Financial Services: A Competitive Imperative
Wednesday, March 30th, 2011
8:30am-12:00pm
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
Free! To Register: Click Here
Jaime Fitzgerald has additional video previews of this event up on his YouTube page.
Wednesday, March 30th, 2011
8:30am-12:00pm
The New Yorker Hotel
481 8th Avenue
New York, NY 10001
Free! To Register: Click Here
Jaime Fitzgerald will be delivering the keynote at this conference emphasizing practical take-aways.
The financial services industry is inherently data-driven. In recent years, our ability to store, retrieve and analyze massive volumes of data has exploded, creating new opportunities as well as new challenges. Investment banks, retail financial services firms, and insurance companies are at the forefront of this data revolution.
How are Wall Street innovators using analytics to compete and succeed? What tools and tactics do they use to turn data into value? What are the pitfalls and cautionary tales associated with data-driven tools, techniques, and technologies?
At this half-day joint event of the New York Technology Council and The Data Warehouse Institute (TDWI) Tri-State Area Chapter, our keynote speaker and industry panelists will explore this topic.
On top of this content, the event will be a great networking event -- about 200 people have already registered!
Jaime Fitzgerald has additional video previews of this event up on his YouTube page.
Sunday, March 20, 2011
Upcoming Panel Discussion: Analytic Processes In Quantitative Finance
Evolution of Quantitative Equity Investment Methodologies and Processes
Panel Discussion With:
Moderator: Herbert Blank, SVP-Quantitative Products, Rapid Ratings International
AGENDA
5:20- 6:10 Registration, Networking, and Refreshments
6:10 - 6:15 Chapter Business
6:15 - 6:20 Introduction of Panelists, Herb Blank, SVP, Rapid Ratings - Moderator
6:20 - 6:35 Importance of Disciplined Investment Processes and the Role of Quantitative Methodologies - My Perspective - Indrani De, Director of Quantitative Research, New Amsterdam Partners
6:35- 6:50 Importance of Disciplined Investment Processes and the Role of Quantitative Methodologies - My Perspective - Margaret Stumpp, Chief Investment Officer, QM Associates
6:50- 7:05 Importance of Disciplined Investment Processes and the Role of Quantitative Methodologies - My Perspective - Jaime Fitzgerald, President and Founder, Fitzgerald Analytics
7:05 – 7:20 Break
7:20 – 8:15 Panel Discussion (All of the Above) - Evolution of quantitative investment methods over time - what have we learned?
Bios
Indrani De, CFA, Director of Quantitative Research, received an undergraduate degree in Economics (Honors) from the University of Delhi, and a graduate business degree from the Indian Institute of Management. Ms. De completed coursework for a PhD (Business-Major in Finance) at the City University of New York. Prior to her doctoral studies, Ms. De worked as an Investment Analyst for GE Capital Services. Ms. De has also worked in equity investment positions at Birla Global Finance and 20th Century Venture Capital. In addition, she has been published in the Journal of Investing and NYSSA Financial Professionals' Post.
Jaime Fitzgerald is the Founder and President of Fitzgerald Analytics, a “next generation” consulting firm which uses quantitative methods, technology, and process innovation to convert "Data to Dollars™." Jaime is a frequent speaker at national conferences on the subject of innovation in data, technology, and analytics. The morning after joining our panel, Jaime will give the keynote presentation and facilitate a panel discussion on “Analytics in Financial Services,” at an event co-sponsored by The Data Warehousing Institute and the New York Technology Council. He is the co-author of several published articles, including two articles in the Journal of Management Development. Previously, Jaime worked for First Manhattan Consulting Group and Novantas LLC. He received his BA in economics, with honors, from Harvard University.
Margaret Stumpp, PhD is the Chief Investment Officer of Quantitative Management Associates (QMA). She is portfolio manager for equity portfolios for institutional investors and mutual fund clients and is extensively involved in quantitative research in asset allocation, security selection and portfolio construction. Maggie has published articles on finance and economics in numerous publications, including The Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Investment Management and Award Papers in Public Utility Economics. Maggie earned a BA cum laude with distinction in Economics from Boston University and holds an AM and PhD in Economics from Brown University.
Herbert Blank (moderator) is Senior Vice President of Rapid Ratings International and Head of its Quantitative Products group. Among his responsibilities are business development and product develoment. Working with QED International, the consulting firm he founded in 1997, Herb had been a consultant to Rapid Ratings for more than three years. Among the more noteworthy ETF launches on which Herb consulted were iShares and Van Eck Market Vectors. He has also written articles and book chapters on ETFs and index issues. Prior to this, Herb managed the CountryBaskets Index Fund ETF Portfolios for Deutsche Bank; these were the first ETFs to trade on the NYSE. Prior stops included Value Line and Fidelity Bank. Herb is Vice President and Steering Committee Chair man of QWAFAFEW-NYC. He holds a graduate degree from the Stern School of Business of NYC and a BA in Mathematics from the University of Pennsylvania.
Panel Discussion With:
- Indrani De, PhD, Director of Quantitative Research, New Amsterdam Partners
- Jaime Fitzgerald, President and Founder, Fitzgerald Analytics
- Margaret Stumpp, PhD, Chief Investment Officer, Quantitative Management Associates (QM Associates, a Prudential company)
Moderator: Herbert Blank, SVP-Quantitative Products, Rapid Ratings International
AGENDA
5:20- 6:10 Registration, Networking, and Refreshments
6:10 - 6:15 Chapter Business
6:15 - 6:20 Introduction of Panelists, Herb Blank, SVP, Rapid Ratings - Moderator
6:20 - 6:35 Importance of Disciplined Investment Processes and the Role of Quantitative Methodologies - My Perspective - Indrani De, Director of Quantitative Research, New Amsterdam Partners
6:35- 6:50 Importance of Disciplined Investment Processes and the Role of Quantitative Methodologies - My Perspective - Margaret Stumpp, Chief Investment Officer, QM Associates
6:50- 7:05 Importance of Disciplined Investment Processes and the Role of Quantitative Methodologies - My Perspective - Jaime Fitzgerald, President and Founder, Fitzgerald Analytics
7:05 – 7:20 Break
7:20 – 8:15 Panel Discussion (All of the Above) - Evolution of quantitative investment methods over time - what have we learned?
Bios
Indrani De, CFA, Director of Quantitative Research, received an undergraduate degree in Economics (Honors) from the University of Delhi, and a graduate business degree from the Indian Institute of Management. Ms. De completed coursework for a PhD (Business-Major in Finance) at the City University of New York. Prior to her doctoral studies, Ms. De worked as an Investment Analyst for GE Capital Services. Ms. De has also worked in equity investment positions at Birla Global Finance and 20th Century Venture Capital. In addition, she has been published in the Journal of Investing and NYSSA Financial Professionals' Post.
Jaime Fitzgerald is the Founder and President of Fitzgerald Analytics, a “next generation” consulting firm which uses quantitative methods, technology, and process innovation to convert "Data to Dollars™." Jaime is a frequent speaker at national conferences on the subject of innovation in data, technology, and analytics. The morning after joining our panel, Jaime will give the keynote presentation and facilitate a panel discussion on “Analytics in Financial Services,” at an event co-sponsored by The Data Warehousing Institute and the New York Technology Council. He is the co-author of several published articles, including two articles in the Journal of Management Development. Previously, Jaime worked for First Manhattan Consulting Group and Novantas LLC. He received his BA in economics, with honors, from Harvard University.
Margaret Stumpp, PhD is the Chief Investment Officer of Quantitative Management Associates (QMA). She is portfolio manager for equity portfolios for institutional investors and mutual fund clients and is extensively involved in quantitative research in asset allocation, security selection and portfolio construction. Maggie has published articles on finance and economics in numerous publications, including The Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Investment Management and Award Papers in Public Utility Economics. Maggie earned a BA cum laude with distinction in Economics from Boston University and holds an AM and PhD in Economics from Brown University.
Herbert Blank (moderator) is Senior Vice President of Rapid Ratings International and Head of its Quantitative Products group. Among his responsibilities are business development and product develoment. Working with QED International, the consulting firm he founded in 1997, Herb had been a consultant to Rapid Ratings for more than three years. Among the more noteworthy ETF launches on which Herb consulted were iShares and Van Eck Market Vectors. He has also written articles and book chapters on ETFs and index issues. Prior to this, Herb managed the CountryBaskets Index Fund ETF Portfolios for Deutsche Bank; these were the first ETFs to trade on the NYSE. Prior stops included Value Line and Fidelity Bank. Herb is Vice President and Steering Committee Chair man of QWAFAFEW-NYC. He holds a graduate degree from the Stern School of Business of NYC and a BA in Mathematics from the University of Pennsylvania.
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