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Title

A Day in the Life: Quant Analyst

Event Description

The "Day in the Life" Series Presents... Quant Analyst 

Featuring: 
Jessica Murray, CFA
Thrivent Financial 

Thomas Crandall, CFA, CAIA
Ameriprise Financial ​

Patrick Persons
Parametric

Learn about this area of the investment industry first-hand from local charterholders! Lunch is included with registration.

Agenda:
11:30 am Lunch and Networking
11:45 am Speaker Presentation/Q & A
1 pm Event Concludes

Speaker Biographies:​
Jessica Murray 2014.jpg

Jessica Murray, CFA is part of the portfolio management team for the Thrivent Small Cap Core mutual fund. She has been with Thrivent Financial for 7 years leading quantitative analytics efforts driving high performance for large cap value and small mid cap funds and served for 10 years as the treasurer of CFA Society Minnesota.

Prior to joining Thrivent, Jessica worked at FactSet Research Systems and as a quantitative analyst for U.S. Bancorp Asset Management (now FAF Advisors). She received her Bachelor of Science in Business Administration from the University of Richmond in 1998 and her CFA charter in 2002.  In her free time, Jessica enjoys participating in community service efforts, traveling, hiking, cooking, and spending time with her family.

thomas low res.jpg
Thomas Crandall, CFA, CAIA is a Senior Quantitative Analyst and a member of the Global Asset Allocation Committee at Ameriprise Financial where he focuses on developing and managing Asset Allocation strategies for Ameriprise's 10,000 advisors. Prior to Ameriprise Tom worked as a Research Manager at Orgel Wealth Management and a Portfolio Manager and Director at Quantitative Advantage. 

Tom obtained an MBA and BBA from the University of Alaska Fairbanks. Tom is a member of the CFA Institute and a board member of the CFA Society of Minnesota. He has also earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is pursuing the Chartered Market Technician (CMT) designation.

Persons, Patrick_City.jpg

Patrick Persons is a Quantitative Analyst with Parametric Portfolio Associates, where he focuses on providing research and support to clients, consultants, and prospects. As part of his responsibilities, he leads a team of analysts responsible for model development and research.  Prior to Parametric, Patrick worked at Ameriprise Financial with the Capital Markets Solutions group as a Financial Engineer, as well as at Leuthold Weeden Capital Management.

Patrick obtained his B.S. in Mathematics from the University of St. Thomas, and his M.S. in Financial Mathematics from the University of Minnesota. Patrick is currently a CFA Exam Level II Candidate and Adjunct Professor of Mathematics at the University of St. Thomas.​

Event Type

Society; Career; Social/Networking; Educational

Education Topic

 

Start Time

3/23/2018 11:30 AM

End Time

3/23/2018 1:00 PM

City

Minneapolis

State/Province

Minnesota

Event Country

United States

Event Region

Americas

Location Info

Thrivent Financial (room 270)
625 S. 4th Avenue
Minneapolis, MN​

Speaker

Jessica Murray, CFA & Thomas Crandall, CFA, CAIA

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

5.00

Registration

​Student admission: $5

Register here!​

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 3/5/2018 9:01 AM by support@cfamn.org
Last modified at 3/9/2018 9:45 AM by support@cfamn.org