Events Calendar

Export Event


CFA Society San Francisco:  Data Science & AI: Gaining a Competitive Edge in the Investment Industry



Start Time

6/16/2021 1:30 PM

End Time

6/16/2021 3:00 PM

Event Description

​Join us for a panel discussion with industry experts Jane Buchan, Nigel Noyes and Sam Shapiro, moderated by Mehrzad Mahdavi. Panelists will present use cases and discuss the increasing role of data science and artificial intelligence in garnering a competitive edge across investment industries. 

During this session, attendees will learn how leaders in the industry use data and artificial intelligence to improve their business and investment returns. Be sure to check out the precursor to this event, Data Science & AI Series (Part I): Crash Course with FDP on June 10th, for a crash course in the latest AI technologies.

This event is offered in partnership with FDP Institute.


Jane Buchan, PhD, CAIA, CEO, Martlet Asset Management 

Jane Buchan is Chief Executive Officer of Martlet Asset Management. Prior to founding Martlet in 2018, she co-founded and led PAAMCO, an institutional Fund of Hedge Funds. Under her leadership, the firm merged with Prisma to form PAAMCO Prisma Holdings, when she retired from the firm in 2018, the firm had over 32 billion in AUM. Ms. Buchan began her career at J.P. Morgan Investment Management in the Capital Markets Group where she was trained in quantitative fixed income portfolio management. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management. In 2021 and 2020 Barron’s named her on their 100 Most Influential Women in US Finance and she was named to the Investhedge Hall of Fame in 2015. Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University.

Nigel Noyes, Director, Automation & Data Science, Rocket Mortgage, Quicken Loans

Nigel Noyes is the Lead Principal Data Scientist at Quicken Loans. Nigel is a hands-on expert in building enterprise scale analytics capabilities (both as a data scientist and engineer) and has over 20 years of experience in data analytics across a broad cross-section of industries including Wealth Management, High-Frequency Trading, Credit Card Payments, Robotics, Missile Defense, and Astrophysics. He has built three world class big data analytics platforms – petabyte scale at MasterCard, terabyte scale at Invesco, and one for real-time pricing of secondary market tickets. Nigel holds an MBA from The Wharton School of Business, a MS in Cognitive Science from University of California at San Diego, a BS in Computer Science from Cornell University, and a Paul Wilmott Certificate in Quantitative Finance.


Sam Shapiro, Vice President of Quantitative Investment Strategies, Goldman Sachs

Sam is a member of the Quantitative Investment Strategies (QIS) group within Goldman Sachs Asset Management (GSAM). He focuses on research, strategy and client communication for the broad suite of active equity portfolios. Previously, Sam was a research associate on the Institutional Investor ranked quantitative strategy research team at Sanford C. Bernstein and Co., where he focused on global equities. Sam graduated from Carnegie Mellon University with an MS in Computational Finance. He also holds a BA in Mathematics from Yeshiva University.


Mehrzad Mahdavi, PhD, Executive Director, Financial Data Professional Institute

Mehrzad Mahdavi is currently the executive director of the Financial Data Professionals Institute (FDPI), a non-profit organization founded with CAIA. FDPI provides chartered designation, FDP, for the financial professionals working in the fast-growing field of AI and data a technology entrepreneur with a focus on breakthrough digital transformation for the Fintech and the energy sectors. He is a recognized expert and frequent keynote speaker on the application of AI, IoT, and Cloud computing in financial sector and industries. Mehrzad has managed major global businesses in the energy sector.  Mehrzad is a trusted advisor for global 500 firms in the field of digital transformation. Prior to this position, he served as the Chief Digital Officer of Weatherford International. He also had and a 22-year career in Schlumberger in a variety of technical and management positions. Mehrzad holds a PhD in Nuclear Science and Technology from the University of Michigan a Bachelor of Science in Electrical and Electronics Engineering from the University of Illinois at Urbana-Champaign.

Event Type


Education Topic






Event Country


Event Region


Location Info




CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



​To register, click here.



All Day Event



Content Type: MyCFA Calendar
Created at 5/21/2021 11:30 AM by
Last modified at 5/21/2021 11:30 AM by