Creating the 21st Century Portfolio

Welcome to the New Year! We are all in for the next wave of FinTech innovation in 2020!

Rapidly accelerating tech dev cycles and the availability of data has profoundly impacted the way institutional investors work, collaborate and create new paths to signal generation.

Is 2020 the year machine learning and artificial intelligence have become indispensable in the race for alpha, merging the toolkits of quantitative and fundamental investors? Join us as we dive into use cases and engage in a substantive discussion on its role in data analysis, back-testing, portfolio construction and trading with investors and innovators in the Boston Financial Services community.

We are very fortunate to have Man Numeric sponsor this meet-up along with GSV labs. Man Numeric is a research-driven institutional investment manager focused on innovation and enhancement, spanning alpha generation, risk management, portfolio construction and implementation.

ANNOUNCING OUR PANELISTS:
**Caroline Sherman – Chief Product Officer
Caroline is the Chief Product Officer and Managing Director of Quantopian. Prior to joining Quantopian, Caroline directed Product Management at InsightSquared, a Boston-based startup where she led the development of data analytics software and launched new software products. Previously, Caroline worked in the U.S. Department of the Treasury for the Financial Stability Oversight Council. Prior to joining Treasury, Caroline worked in Goldman Sachs Asset Management’s Quantitative Investment Strategies team. While there, she managed global asset allocation strategies in mutual funds, interfaced with institutional clients on hedge funds and separate account investments, and helped identify and launch new strategies and funds. Caroline holds a B.A. in Mathematics-Economics from Columbia College and an M.B.A. from Harvard Business School.

**Ashok Kumar Muthusamy - Quantitative Researcher
Ashok joined Man Numeric’s trading desk in 2014 as a quantitative trading analyst responsible for research projects related to Transaction Cost. Ashok transitioned to Man Numeric’s strategic alpha research team in 2017. Prior to Man Numeric, he was a fixed income trader in US and European markets at Vaisya Capital, a proprietary trading firm. Ashok began his career as a software developer for Nomura in India. Ashok received a bachelor’s degree in electrical engineering from Anna University in India and a master’s degree in financial engineering from Columbia University.

**Jessica Stauth PhD Managing Director, Fidelity Labs. - Jessica Stauth is a Managing Director in Fidelity Labs, an internal startup incubator with a mission to create new fintech businesses that drive growth for the firm. Dr. Stauth previously held roles as Managing Director of Portfolio Management, Research, and Trading at Quantopian, a crowd-sourced systematic hedge fund based in Boston, Director of Quant Product Strategy for Thomson Reuters (now Refinitiv), and as a Senior Quant Researcher at the StarMine Corporation, where she built global stock selection models including the design and implementation of the StarMine Short Interest model. Dr. Stauth holds a PhD in Biophysics from UC Berkeley, where her research focused on computational neuroscience.

**Andrew Kindman – Head of Research Technology
Andrew joined Man Numeric’s in 2015 as a quantitative developer. He now runs Man Numeric’s Research Technology group, which is responsible for building the platform on which the firm conducts research on signal generation and portfolio construction, as well as implementing this research in a production environment. Prior to his role at Man Numeric, Andrew worked in Capital Management at Santander, USA and as a senior analyst at The Analysis Group, an economic consulting firm. He received his bachelor’s and master’s degrees in Economics from Duke University.
Find them on twitter at @ManQuantTech, and on github at github.com/man-group