Investment Data Science: A World Outside of Spreadsheets

Recorded On: 01/27/2021

Technology is changing the very nature of investing. Asset managers and asset allocators need their investment processes to be repeatable, digital, and measurable if they want to compete and succeed. It’s simply not enough for investment processes to live in spreadsheets. Digitizing the process of developing and executing investment ideas can help asset managers better measure, compare, and refine the effectiveness of those ideas. Investment Data Science (IDS) capabilities can help managers and allocators digitize, measure, and refine their investment process. Join Nicsa and Northern Trust as we explore how to leverage the power of data in 2021 and beyond.

Learning objectives:

Trends in behavioral analytics, and investment analytics
Driving meaningful improvements to investment strategies
Measuring “success” beyond traditional returns and attribution

Who should attend: asset managers, asset owners, consultants, financial services media outlets

CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1

CPE Field of Study: Specialized Knowledge

Program Level: Basic

Delivery Method: Group-Internet Based

Advanced Preparation: None

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Marc Mallett

Senior Vice President - Director of Strategy, Americas Asset Servicing

Northern Trust Corporation

Marc Mallett is the Director of Strategy for Asset Servicing, Americas at Northern Trust. Marc has more than 20 years of experience in financial services consulting, technology and operations. He has held key roles at Fidelity Investments, Citisoft and most recently SimCorp, where he led Sales and Product Management for North America.

Greg McCall

Co-Founder & President, Equity Data Science

Prior to co-founding software fintech firm EDS, Greg spent 27 years as a fundamental investor and was an early investment team member/partner of multiple billion dollar-plus funds, including WestWay Capital, a pioneering technology fund focused on disruptive change. He was also a portfolio manager at Sage Asset Management and the founder of Rock Crest Capital, an investment firm based in Connecticut. Greg received his degree in finance from the University of Massachusetts, while competing as a member of a D1 gymnastics team.