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Day in the Life: Data Analytics

Event Description

​Day in the Life: Data Analytics
March 20 | 7:30 am | St. Paul

Learn about this area of the investment industry first-hand from a local charterholder and investment community professionals! Light breakfast is included with registration.

Featuring:
Lucas Bunting
Mairs and Power

David Slegh, CFA, CAIA
Quantitative Advantage, LLC 

Connor Jo Lewis
Securian Financial 

Agenda:
7:30 am Breakfast and Networking
8 am Speaker Presentation/Q & A
9 am Event Concludes​​

Speaker Bios:

Lucas.jpg

Lucas D. Bunting
Quantitative Equity Analyst 
Mairs and Power, St. Paul

Lucas Bunting is a Quantitative Equity Analyst at Mairs and Power.  He researches, develops, and maintains quantitative and fundamental models used to support investment decisions in separately managed accounts and mutual funds.  
Prior to joining Mairs and Power, Mr. Bunting was an Investment Management Specialist at Wells Fargo Private Bank. 

Mr. Bunting earned his BA in Economics and Finance from Bethel University.  He has passed all three levels of the Chartered Financial Analyst® (CFA) designation.

Board_web_David_Slegh.jpg
David Slegh, CFA, CAIA
Portfolio Manager

David is a member of QA’s investment management team, with shared responsibility for managing the firm’s investment strategies and analyzing the portfolio construction process. He also contributes to investment strategy development and design. Additionally, David interfaces with advisors to explain QA’s investment strategies within the context of their clients’ portfolios.

Before joining QA in 2015, David was a Portfolio Manager for a Minneapolis-based wealth management firm and served on their investment committee and compliance review board. He is a CFA® Charterholder, a member of the CFA Society Minnesota and received a BBA in finance and management from the University of Minnesota in Duluth.​


Connor Jo 1.jpg

Connor Jo Lewis is a Senior Data Scientist at Securian Financial in St. Paul. As a member of the Actuarial Research & Analytics Center of Excellence, she works closely with actuaries, analysts, and IT professionals to navigate the world of data usage, data visualization, and model building and implementation. She has been the lead data scientist on various projects, including the projection of long-term mortality rates, improving experience study metrics, and determining data storage solutions for the pension risk transfer business.

She also leads monthly meetings discussing data and analytics usage in the retirement solutions division as well as an R user group across the entire organization, encouraging associates to use data more effectively and develop ways to improve current processes.

Connor Jo attended the University of Minnesota – Morris, where she graduated with a Bachelors of Arts degree in Mathematics and Statistics. She then went on to obtain a Master of Science degree in Biostatistics at the University of Minnesota. She has also completed LOMA's Insurance Immersion for Data Scientist program.  ​

Event Type

Society; Career; Social/Networking; Educational

Education Topic

 

Start Time

3/20/2019 7:30 AM

End Time

3/20/2019 9:00 AM

City

Minneapolis

State/Province

MINNESOTA

Event Country

United States

Event Region

Americas

Location Info

First National Bank Building: The Training Room
332 Minnesota Street​
St. Paul, MN 55101​​

Speaker

Lucas Bunting & David Slegh, 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 3/4/2019 2:37 PM by support@cfamn.org
Last modified at 3/15/2019 8:03 AM by events@cfamn.org