You and your colleagues are invited to attend the Cornell – Citi Financial Data Science Seminars at the Bloomberg Center at Cornell Tech, Room 061/071. Through the talks this semester, we are excited to collaborate with Citi in highlighting machine learning applications in finance.
2 West Loop Road
New York, NY 10044
All seminars are from 6:10pm to 7:25pm. This seminar will be recorded, and you can watch the livestream.
Seminars are free. However, registration is required for NYC attendees as seating is limited.
Date: Tuesday, November 5, 2019
Time: 6:10 pm – 7:25 pm
Speaker: Adam Grealish | Betterment
Title: “An Algorithmic Approach to Personal Investing”
Abstract: In this talk we will explore how technology can be used to improve investor outcomes. Technology and automation can play a significant role in solving traditional asset management problems, such as risk management and rebalancing. Additionally, taxable investing offers a number of opportunities to generate outperformance after tax, not considered in the management of pre-tax portfolios. We will explore various strategies for tax efficient portfolio management, how they can be formulated as mathematical problems and how they can be efficiently implemented in algorithmic frameworks. We will also explore how technology and design can improve investor behavior.
Speaker Bio
Adam Grealish is the Director of Investing at Betterment, the largest independent online financial advisor with over $15 billion in AUM. Adam and his team are responsible for Betterment’s strategic asset allocation, fund selection, automated portfolio management and tax strategies. Before joining Betterment, Adam founded a natural language processing startup that matched individuals with employment opportunities. Prior to that, he was a vice president at Goldman Sachs’ FICC division, responsible for structured corporate credit and macro credit trading. Earlier in his career, Adam was part of the global quantitative equity portfolio management team at New York Life Investments.
The Cornell-Citi Team
Directions to CFEM & Citi @CornellTech on Roosevelt Island: Take the Tram or the F train to Roosevelt Island; walk to the left along the East River until you see a modern, bronze building, which is the Bloomberg Center. Check in at the front desk and go downstairs to the basement, where Room 061/071 will be straight ahead on your left.
**Please excuse any duplication of this announcement
Past CFEM Events
September 24, 2019
Speaker: Dr. Miquel Noguer I Alonso I Artificial Intelligence Finance Institute
Title: “Latest Developments in Deep Learning in Finance”
October 8, 2019
Speaker: Puneet Singhvi I Citi
Title: “What’s Happening in Blockchain in Financial Markets?”
Upcoming CFEM Events
November 12, 2019
Quant Finance Forum
Title: “Big Data and Big Responsibility: The New Frontier of ESG”