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Last week, CFA Society North Carolina co-hosted Data Science in Asset Management with CAASA, CFA Society Atlanta, CFA Society Minnesota, CFA Society Philadelphia, CFA Society San Francisco, CFA Society Washington, DC, FDP Institute, and FIAM. The event partners were FDP Institute and Kaplan Schweser.  We are deeply grateful to CFA Society Minnesota for leading the event. A synopsis of the event is below:

Opening remarks from William Kelly, President & CEO of CAIA

Session I

Practical Applications of Data Science in Asset Management – Demonstration of Tools and Use Cases

Learn how data science and machine learning are used in practice for asset management and forecasting from three practitioners in the field. We took an interactive deep dive into the inner workings of different bespoke financial applications with their creators.


Lucas Bunting, CFA, Quantitative Equity Analyst

Cordell Tanny, CFA, FRM, FDP, Vice-President, Systemized Solutions, Dynamic Funds

Moderator: Don Hejna, CFA, CAIA, FDP, Managing Partner, Founder, Stantum, LLC

Session II – Begins at 1:02:22

Leadership Panel – Opportunities and Challenges of Data Science Deployment in Asset Management

Learn best practices employed by industry leaders at the convergence of finance and cutting-edge technology. In this interactive conversation, you learned the major trends and priorities in the deployment of data science in asset management front office, middle and back office.


Benjamin Blaisdell, Managing Director and Solutions Oversight & Data Analytics, Bank of America

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

George Martin, Co-founder, Semnos Partners, LLC

Miquel Noguer, Founder, Artificial Intelligence Finance Institute and NYU Visiting Scholar

Moderator: Mehrzad Mahdavi, PhD, Executive Director, FDP Institute

Resources and Slides from the Presentation

Pedro Bernal, CFA | Anne Rogers