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Suburban Special Event:  FinTech Panel

Event Description

The ability of new technology to capture and process data, in real time, is changing how all business is done, how products and services are conceived in the new economy, and the way consumers participate in this process.


Financial technology - or FinTech - is driving this transformation. The catalytic impacts of FinTech and it's potential to unleash a new era of competition, innovation and job creating productivity in our economy is now at hand.

FinTech is not just about digitizing money, it's about monetizing data. It's about how we can create and capture the value-add from data, previously limited by the technology we had available. It is the second-round value surge that is now starting to flow from an increasingly digitized economy.

Businesses now have structured access to almost unlimited data that sophisticated algorithms can quickly interrogate and transform into new services and products.

This is not old-style data mining, but deep learning that permits previously unattainable insights and information which in turn allows more individualized products and services, and more efficient markets and systems.

CFAP is proud to have assembled a panel of leading experts to discuss how fintech tools are transforming the investment management industry:

Michael Kerins, CFA, FRM
Founder & COO, 
RobustWealth

Mike Kerins is the Founder of RobustWealth, located in Lambertville, NJ.  RobustWealth's technology suite was developed by experienced industry experts to help investment advisors optimize their practices. The platformseamlessly integrates an array of features into one suite. Those features include: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals -&- risk based investment portfolios, and the open architecture use of investment options.

Mike was recently featured in Wealth Management Magazine's Ten To Watch in 2017.

Prior to RobustWealth, Mike spent eight years at Franklin Templeton, where he managed an investment team overseeing a global portfolio of assets equaling $40 billion. He also served as head of asset class research and has expertise spanning strategic and tactical asset allocation, portfolio construction, target date strategies and liquid alternatives. Mike is a CFA charter holder as well as a certified Financial Risk Manager. He holds a B.S. in Chemical Engineering and a B.S. in Finance from the University of Colorado and also has a certificate in Computational Finance from the University of Washington. He lives with his wife and three children in Lambertville, NJ.

Mark Friedenthal
Founder and CEO
Tolerisk

Mark is the Founder and CEO of Tolerisk. Tolerisk quantifies an investor's ability to take investment risk by analyzing anticipated cash-flows in and out of their portfolio over time. Their ability is then combined with aquantified willingness (personality) for risk in a scientific manner. The result is a range of numerical stocks/bonds benchmarks that are clear, measurable, and actionable.

Mark is also the president and CIO of Friedenthal Financial, which provides portfolio management and consulting services to individuals, families and businesses nationwide.  Prior to establishing Friedenthal Financial, Mark supervised the management of a $50 billion fixed income portfolio for Citibank from 2005 to 2009. 

Mark holds a BBA from Emory University.

J. Womack, CAIA
Head of Investment Strategy
Capital Preferences 

J. heads Investment Strategy & Research at Capital Preferences LTD, driving the ongoing research and quantitative analysis development. He has extensive experience in portfolio management, asset allocation andinvestment strategy, multi-manager and multi-asset-class product development and portfolio construction, risk management, quantitative analysis, and front and middle office systems implementation. 

His ability to transform industry and investment insights into marketable products and services has allowed him to lead several successful product and service launches during his career.

J. received his BA in Economics from the University of Southern California, where he was a Presidential Scholar, and his MBA in Finance from The Wharton School, University of Pennsylvania, where he was a Joseph Wharton Fellow. He is also a Chartered Alternative Investment Analyst. J. is committed to helping change the educational and financial trajectories of society's most vulnerable populations, specifically homeless and at risk-youth.

Refreshments and lite bites will be served following the panel discussion.

Registration:

CFAP Members:  $25.00
Non-Members:  $40.00
Students:  Free of Charge



Thank you to the sponsors of this event:

 

Speaker

Various Panelists

Event Type

Society

Education Topic

Quantitative Methods

Start Time

9/26/2017 5:00 PM

End Time

9/26/2017 7:00 PM

Event City

Villanova

Event State/Province

PA

Location Info

Bartley Hall
Villanova University School of Business
800 E. Lancaster Avenue
Villanova, PA

CE Credits

N/A

Member Price

$25.00

Non-Member Price

$40.00

Candidate Price

$25.00

Registration

Click here to register.

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 8/7/2017 2:25 PM by pconners@cfaphil.org
Last modified at 8/7/2017 2:25 PM by pconners@cfaphil.org