FinTech Series — Asset Managers: Powering Your Performance with Technology
Machine intelligence is wholly transforming the lifecycle of investment management. Behavioral nudges, data visualization, algorithmic client experience, and de-complexified regulatory compliance are applications driving the competitive positions of tech-enabled asset managers. Making better investment decisions and operating with less complexity and lower cost, this next generation of asset managers is better positioned to add alpha for their investors.
Following our inaugural FinTech panel, we begin a deeper-dive discussion of financial technologies being applied in asset management. Join our trailblazing panelists who will talk about specific areas of the investment lifecycle that are ripe for transformation, how they are helping firms to adapt, and the rewards and the disappointments of their journeys on the leading edge.
Joann M. Barry, CFA | Joann Barry, CFA was Portfolio Manager, US and Global Equities, formerly with Tradewinds Global Investors, a Nuveen affiliate. She currently is a portfolio manager for an all cap portfolio, delivering continuity to her market-leading strategy at Tradewinds. Prior to Tradewinds, Ms. Barry was with Deutsche Asset Management as a global team leader, portfolio manager and analyst. She also performs Investor Relations consulting, helping connect finance and story-telling to achieve clarity in the market on operations, strategy and capital allocation. Ms. Barry has a MBA in Finance from Rice University's Jones Graduate School of Business and a BA in Economics from the University of Illinois. She is a CFA Charter Holder and a member of CFALA. Back To Top ^^
Ronit Koren | Ronit Koren is an experienced strategic and corporate marketing professional whose expertise lies in building strategic partnerships with platforms that provide targeted access to financial institutions, specifically, the buy-side. Ms. Koren’s experience is in marketing, business development, and events that bring together subject matter experts in financial institutions, accounting, and corporate leadership. She is at Eagle Alpha, which was one of the first companies to recognize the value from alternative data sources and has been investing in educating and connecting alternative data vendors and buyers since 2012. Prior to joining Eagle Alpha, Ms. Koren held the position of Director of Partnerships at Audit Analytics, an alternative data provider of accounting and regulatory data, where she led the efforts to build strategic partnerships and the buyside vertical. Ms. Koren has an impressive professional record and served in senior roles as Chief Marketing Officer at Nigro Karlin Segal Feldstein & Bolno LLP and Head of Marketing at Fox Television Studios. She was nominated for the Women Making A Difference Award by the Los Angeles Business Journal in 2013, and most recently, published in AccountingToday. Back To Top ^^
Clare Flynn Levy | Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses behavioral analytics to help professional fund managers better understand and track their investment decision-making patterns, and measurably improve performance.
Clare is an internationally noted thought leader with a deep understanding of how bias and other unconscious cognitive tendencies materially and constantly impact investment decisions, and what can be done to mitigate these invisible habits. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as Founder & CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as the President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Back To Top ^^
Pete McNellis | Pete McNellis leads the executive management team at DAILYVEST with an almost two decades long track record of successfully delivering plan health reporting solutions to financial institutions, recordkeepers, TPAs, and advisors, while serving the digital engagement needs of their investors and participants. A strong believer in the use of data to benefit plans and participants, Pete regularly attends key conferences such as the SPARK Forum and NAPA 401(k) Summit to participate in discussions about issues and trends affecting the defined contribution industry. To stay active in these times, Pete can be found trail running with his trusty golden retriever, 'Bella' in the southern Arizona desert high country. Back To Top ^^
Ryan Myers | Ryan Myers is a quantitative senior research analyst and strategist at Causeway. He joined the firm in June 2013. His responsibilities include alpha research, stock selection (including fundamental review of portfolio candidates), and portfolio construction. In his role as strategist, Mr. Myers seeks to share Causeway’s thought leadership through white papers, newsletters, webinars, and other speaking engagements including being the firm’s spokesperson for their alternative data strategies.
From 2010 to 2012, Mr. Myers served as chief investment officer of Iron Castle Asset Management, an investment partnership focused on mid-cap U.S. equities. From 2007 to 2008, Mr. Myers worked as an analyst at Canyon Partners, where he covered the cable, media, telecom and satellite sectors.
Mr. Myers earned a BA, magna cum laude, in economics from Harvard University, where he was elected to Phi Beta Kappa. He earned an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar. Back To Top ^^
Chad White | Chad White is a member of the Public Markets Analytics team at the Teacher Retirement System of Texas (TRS) and resident expert on Essentia Analytics. Before joining TRS, Chad spent a decade as a trader and financial engineer in the equity options space, learning how to think in probabilities and make decisions like a disciplined bettor. In his current role, he helps internal investors quantify their decisions and improve the better decision-making process. Back To Top ^^
Jerry Yen | Jerry Yen is the CEO of Advice Analytics, providing retirement plan compliance services using predictive analytics. Prior to founding Advice Analytics in 2019, Jerry led strategic partnerships for GuidedChoice, launching new digital investment advisory services and achieving 45% revenue growth, $16B in assets under management, and 27,000 plans. He has held executive strategy, sales, and marketing positions for more than 15 years at HP, Gateway, and multiple startups. Jerry holds degrees from UCLA, Northwestern, and Stanford. Back To Top ^^
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|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|