About this Event

The wealth management industry is going through a revolution: financial advisory firms are facing immense pressure from increased client expectations, mounting regulations with higher demand on disclosure and transparency, and fee compression due increased competition, lowfee products and robo-advisors.

In this talk, we discuss how sound financial analytics, risk management tools and scenario analysis technology can empower firms to develop integrated investment advice that is consistent across the entire wealth life cycle, for thousands of clients. Quantitative engines, leveraging risk analytics, factor models and Machine Learning techniques, provide advisors with interactive tools to understand exposures, attribute performance and manage risks for a single client, a complex family hierarchy or the entire enterprise.

Technology, analytics and AI/ML tools will have a great impact on the wealth management industry, but will not eliminate the need for the “human touch”. Instead, these advances can empower firms to scale up the high-value, human services that will set them apart in an increasingly digital and automated world.

Bio – Dan Rosen

Dan Rosen is the co-founder and CEO of d1g1t, the first enterprise wealth management platform, powered by institutional-grade analytics and risk management tools, that firms to elevate the quality of their advice and demonstrate its value to clients.

An internationally recognized Quant and Fintech entrepreneur, Dan is also an Adjunct Professor of Mathematical Finance at the University of Toronto, and was the first Director of the Center for Financial Institutions at the Fields Institute. He has worked with numerous financial institutions around the world, lectures extensively on risk and portfolio management, financial engineering, and Fintech innovation, and has authored numerous academic and industry publications, as well as several patents. In 2010, he was inducted a Fellow of the Fields Institute for his “outstanding contributions to the Fields Institute, its programs, and to the Canadian mathematical community”.

Dan was the co-founder and CEO of R² Financial Technologies, acquired by S&P Capital IQ in 2012. Prior to this, he was part of the executive team at Algorithmics (acquired by IBM), where he had a successful career over a decade. Dan holds an M.A.Sc. and Ph.D.in Chemical Engineering from the University of Toronto.

March 4, 2020
6:00 PM – 7:00 PM

Manhattan Institute of Management
2 Washington Street
17th Floor
New York, NY 10004

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