MFA Ops: Data, Tech and AI 2024 - Agendabad
October 23, 2024
Conference
PwC
New York, NY
Wednesday, October 23
12:00pm - 1:00pm
Lunch and Opening Remarks
1:00pm - 1:35pm
A Fireside Discussion with Open AI's Adam Goldberg
- Opportunity, implications and future of AI in the enterprise
Speaker
Adam S. Goldberg
,
Team Lead, Financial Services & Insurance
,
OpenAI
Adam Goldberg is the Team Lead of Financial Services & Insurance at OpenAI, based in New York City. With over 25 years of experience, Adam has held senior sales and go-to-market roles at companies like Microsoft, Pivotal, and Cisco. Adam joined OpenAI as the 1st salesperson and a founding member of OpenAI’s GTM team. Adam has played a pivotal role in shaping AI strategies for financial institutions, insurance companies and Fortune 500 companies overall.
1:35pm - 2:10pm
Cyber Defense: Safeguarding Data in High-Stakes Environment
- Anticipating emerging threats in the evolving cyber landscape
- Threat detection and incident response and recovery (DR)
- Data encryption and secure data transmission
2:10pm - 2:40pm
Networking Break
2:40pm - 3:15pm
Unlocking AI's Capabilities for Alpha Generation
- How generative AI models can be used to detect subtle patterns or signals in market data that might be overlooked by traditional quantitative models
- Identifying new correlations and causations in large, unstructured datasets. AI’s ability to uncover non-linear relationships between assets
- Explore the application of generative AI in optimizing execution algorithms that are responsible for order placement, timing, and routing in trading
- Synthetic data creation and model training; balancing synthetic data with real data to improve model accuracy
Speakers
Sudhir Anantharaman
,
Chief Information Security Officer
,
AQR Capital Management LLC
Sudhir Anantharaman is the Chief Information Security Officer of AQR Capital Management, LLC, and oversees the information and cyber security function globally. Prior to AQR, he was a Director at Booz Allen Hamilton in that firm’s Financial Services Practice. Sudhir earned a B.S. in Engineering at the University of Illinois, a M.S. in Engineering at the University of Michigan, and an M.B.A. in Finance at the University of Chicago Booth School of Business.
Chris Beels
,
Co-Chief Technology Officer
,
GoldenTree Asset Management
Chris Beels is Co-CTO of GoldenTree Asset Management and manages Applications and Data for the firm. Chris joined GoldenTree in 2011 and has led the Data Warehousing, Regulatory Reporting, and other data-centric initiatives at the firm. He has been at GoldenTree since 2011. Chris is an active member of the AITEC group of Asset Management technology executives and a regular judge of the HFM Hedge Fund Technology Awards.
Chris has over 20 years of experience in managing financial systems and IT teams. Prior to GoldenTree, he was a Director in the Fixed Income Systems group at Millennium Management and one of the founding employees of RiskMetrics. Chris holds a BA in Economics from Stanford University and is a CFA Charterholder.
3:15pm - 3:50pm
AI Regulation Landscape: Consideration and Policy Frameworks
- Practical guidance and insight into how to prepare for current and potential rules around technology impacting the industry
- Overview of key regulations both domestic and international
- Best practices for ensuring compliance without hindering operations
Speaker
Brian Daly
,
Partner, Investment Management
,
Akin
Brian advises fund managers on the full spectrum of regulatory, compliance and operational matters. He has extensive experience helping clients navigate regulatory examinations and crises, and with mapping out their regulatory compliance obligations under the rules and regulations of the Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC), the National Futures Association (NFA) and numerous futures exchanges. Brian also regularly represents clients in regulatory examinations, enforcement actions, investigations, contentious matters, operational and trading inquiries, management company transactions and in seeking no-action or similar relief. Having spent nearly a decade in-house as general counsel and chief compliance officer at several global investment management firms, Brian is well versed in the wide range of legal and business challenges facing investment advisers, commodity pool operators and commodity trading advisors.
Brian is a recognized leader in advising alternative investment fund managers on regulatory and compliance matters. Chambers Global and Chambers USA list Brian as a “leading individual” in investment funds. Brian is a member of the Managed Funds Association’s Board of Directors, Outside Counsel Forum and its CTA/CPO Forum and of the Alternative Investment Management Association’s CFTC Working Group.
3:50pm - 4:35pm
Working Smarter: Products and Technology Transforming Operations
- Vendor management and fatigue; best practices and due diligence in a rapidly changing environment
- AI model race; identifying and experimenting with various products
- AI evolution in ecosystem of foundational models
- Risk management; single point risk, data analysis and protection
4:35pm - 5:00pm
A Fireside Discussion with Bloomberg's Amanda Stent
Speaker
Amanda Stent
,
Head of AI Strategy & Research, Office of the CTO
,
Bloomberg
Amanda Stent is the head of AI Strategy & Research in the Office of the CTO at Bloomberg. They have worked in several roles in industry and academia. Most recently, they served as inaugural director of the Davis Institute for AI at Colby College from 2021-2024. From 2016-2021, they served as NLP Architect in Bloomberg’s Office of the CTO, a role in which they helped the company achieve and maintain technical excellence and broad applicability of NLP solutions, as well as architected and coordinated the development of new Bloomberg Terminal-based and Enterprise product offerings that use NLP.
They previously held positions as Director, Research and Principal Research Scientist at Yahoo, as Principal Member of the Technical Staff at AT&T Labs — Research, and as associate professor in the Computer Science Department at Stony Brook University in Stony Brook, NY. Amanda holds a Ph.D. in computer science from the University of Rochester, has authored or co-authored over 100 papers on natural language processing, and is co-inventor on over 35 patents.
