Tag Archives: Financial Engineering

NYU FRE Lecture Series: Ben Steiner

NYU Tandon School of Engineering

Dear All,

You are cordially invited to attend the FRE Lecture Series on Thursday, November 21st in LC 400 Dibner Library – 4th Floor (5 MetroTech Center, Brooklyn, NY) at 6:00 p.m.

Dr. Ben Steiner will present a talk on the following topic:

Title:

Model Risk Management for Trading Strategies Built with Deep Learning

Abstract

Deep Learning has demonstrated spectacular success in domains outside finance and offers tantalizing potential for developing trading strategies.

This presentation reviews the basics of Deep Learning and highlights when it should (or should not) be used.

Traditionally, Model Risk Management (MRM) consists of three elements:

  1. Conceptual Soundness – assessing the quality of the model design and construction;
  2. Implementation Validation – confirming that the model is correctly implemented; and
  3. Ongoing Monitoring – ensuring that the model is performing as intended.

In the context of trading strategies, ‘Conceptual Soundness’ can be viewed as the decision to start trading a strategy while ‘Ongoing monitoring’ is a requirement to anticipate when to stop.

Using deep learning to create trading strategies presents a number of challenges. Paramount is the non-stationary nature of financial markets: out-of-sample data is most likely drawn from a different distribution to training data. The key question is recalibration frequency: recalibrating too fast results in fitting to noise, too slowly and a model is trained on stale data. Either way, trading the sub-optimal strategy results in losses. A second challenge is interpretation. Without knowing why a strategy is performing, limited information is available for risk budgeting. The third challenge is ensuring deep learning is not simply an expensive way of rediscovering well-known factors.

In the presence of these three challenges, model risk management can still be used for evaluating deep learning trading strategies. No simple test can discriminate between good and bad strategies; rather a suite of analysis can be used to understand strategy behavior and characteristics. Ongoing monitoring is then critical to understand when live trading is not performing as intended. In this respect, evaluating deep learning strategies is an evolution of how quant trading strategies have always been evaluated. However, the increased ease with which deep learning strategies can be created now prompts even greater diligence in their systematic evaluation and ongoing monitoring.

Bio:

BNP Paribas Asset Management

In his current role, Ben handles chief-of-staff and business management responsibilities within the Global Fixed Income division of BNP Paribas Asset Management

Earlier in his career, he held roles of Head of Model Development, Portfolio Manager & Quant Researcher at investment managers and quantitative hedge funds. This experience covered models & investment strategies in multiple asset classes ranging from the traditionally illiquid (Private Debt and Real Estate) to the more liquid markets (Non-traditional Bond; Managed Futures; Global Macro and Equity Long/Short).

Prior to his current role, Ben was Head of Model Development at CIT where he managed the team researching and implementing credit models. Earlier in his career, he was a Portfolio Manager and Senior Quant Researcher at BNP and, before that, Research Manager at Aspect Capital in London. Ben started his career at Deutsche Bank in quantitative research and portfolio construction.

He holds a BA in Economics from the University of Manchester and an MSc in Mathematical Finance from Imperial College, London.
In 2013, Ben was appointed to the Board of Directors of the Society of Quantitative Analysts (SQA) and has given recent lectures on machine learning and model risk management at Columbia & NYU.

We look forward to having you join us for the talk and refreshments.

Please note that Dr. Yuexu from Fordham University will present the final lecture this semester on December 5th. Mark your calendars.

NYU FRE Lecture Series: David Shimko

NYU Tandon School of Engineering

Dear All,

You are cordially invited to attend the FRE Lecture Series on Thursday, November 14th in the Event MakerSpace (6 MetroTech Center, Brooklyn, NY) at 6:00 p.m.

Dr. David Shimko will present a talk on the following topic:

Title:

A Structural Model for Capital Market Equilibrium

Bio:

Dr. David Shimko is an Industry full professor in the FRE Department at NYU Tandon. His academic history include posts at HBS, Kellogg (Northwestern), and NYU Courant. He has published extensively in both the academic and trade literature on valuation, derivatives, risk management, commodities and credit. He has worked at JPMorgan in commodity derivatives and credit research, and built Risk Capital, an award-winning independent risk management consulting enterprise. He was Chairman of the Global Association of Risk Professionals and served on private, nonprofit and public boards of directors. Most recently, he founded CreditCircle, an internet startup company focusing on consumer credit.

We look forward to having you join us for the talk and refreshments. Please mark your calendars.

Cornell – Citi Financial Data Science Seminar

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”

NYU FRE Lecture Series: Pasquale Cirillo

NYU Tandon School of Engineering

Dear All,

You are cordially invited to attend the FRE Lecture Series on Thursday, October 31st, 6 MetroTech Center),at 6:00PM.

Dr. Pasquale Cirillo will present a talk on the following topic:

Title:

The Distortions of Finance

Abstract:

Finance is a world of distortions. Many tools we use, many findings we know are actually the result of a distortion. Take the well-known Black-Scholes model: the probability to be in the money at maturity under P and Q is a distortion. And the price of a European call? Another distortion. Consider risk management, think about the expected shortfall, and—guess what—a distortion. And if you think that copulas are immune, you are wrong, plenty of distortions there. Model risk is often represented in terms of distortions. So, let’s talk about distortions, and in particular about the special class of Lorenz transforms.

Bio:

Pasquale Cirillo is associate professor of applied probability at Delft University of Technology, The Netherlands, where he also coordinates the Financial Engineering Specialization of the Master in Applied Mathematics. His research interests include quantitative risk management (in particular credit and operational risk), extreme value theory and combinatorial stochastic processes. Besides the academic career, as a statistical consultant, he has collaborated with international institutions, like the World Bank and the European Food Safety Authority, and many private companies and banks.
His MOOCs in risk management have been attended by more than 110’000 students from all over the world. He is a proud amateur cook.

We look forward to having you join us for the talk and refreshments. Please mark your calendars.

NYU Courant: Mathematical Finance Seminar

The mathematical finance seminar covers a broad range of topics in mathematical and quantitative finance, including:

  • Data science and machine learning in finance
  • Big data and econometric techniques
  • Quantitative finance
  • Portfolio and risk management
  • Pricing and risk models
  • Regulation and regulatory models
  • Trading strategies and back testing

Presenters include invited visitors and NYU Courant faculty. A seminar presentation often covers original research. The seminar meets monthly on Tuesdays at 5:30 pm to 7 pm in room 1302 of Warren Weaver Hall at 251 Mercer Street, unless specified otherwise. Please make sure to check the exact schedule and room assignment. Talks generally last an hour, followed by networking.

Seminars are open to the public.

The seminar coordinator is Petter Kolm (email: petter DOT kolm AT nyu DOT edu).

Seminar Organizer(s): Petter Kolm


Tuesday, October 29, 2019
5:30PM, Warren Weaver Hall 1302
Relearning the Lessons of the Global Financial Crisis
David M. Rowe, President of David M. Rowe Risk Advisory

NYU Courant: Mathematical Finance Seminar

The mathematical finance seminar covers a broad range of topics in mathematical and quantitative finance, including:

  • Data science and machine learning in finance
  • Big data and econometric techniques
  • Quantitative finance
  • Portfolio and risk management
  • Pricing and risk models
  • Regulation and regulatory models
  • Trading strategies and back testing

Presenters include invited visitors and NYU Courant faculty. A seminar presentation often covers original research. The seminar meets monthly on Tuesdays at 5:30 pm to 7 pm in room 1302 of Warren Weaver Hall at 251 Mercer Street, unless specified otherwise. Please make sure to check the exact schedule and room assignment. Talks generally last an hour, followed by networking.

Seminars are open to the public.

The seminar coordinator is Petter Kolm (email: petter DOT kolm AT nyu DOT edu).

Seminar Organizer(s): Petter Kolm


Tuesday, October 22, 2019
5:30PM, Warren Weaver Hall 1302
Increasing After-tax Returns in Wealth Management – Tax Optimization
Eric Bronnenkant, Head of Tax, Betterment

NYU FRE Lecture Series: Nassim Nicholas Taleb

NYU Tandon School of Engineering

Dear All,

You are cordially invited to attend the FRE Lecture Series on Thursday, October 24th in the Pfizer Auditorium  on the 1st Floor of the Dibner Library (5 MetroTech Center) at 6:30PM.

Dr. Nassim N. Taleb will present a talk on the following topic:

Title:

The Statistical Consequences of Fat Tails

Abstract:

While everyone seems to be aware of Fat Tailedness, little has been done to take them into account in statistical inference, particularly where it cancels current methods in use. Modern Portfolio Theory, for instance, becomes merely a rent seeking academic exercise. We present the contradictions with conventional tools used in statistics and risk management and propose solutions. The discussion is presented in a book found at: https://www.academia.edu/37221402/STATISTICAL_CONSEQUENCES_OF_FAT_TAILS_TECHNICAL_INCERTO_COLLECTION_

Bio:

Nassim Nicholas Taleb was an options trader for 23 years before starting a career as a researcher dealing with mathematical, philosophical, and, mostly, practical problems with probability. He is currently the Distinguished Professor of Risk Engineering at NYU’s Tandon School of Engineering.

We look forward to having you join us for the talk and refreshments. Please mark your calendars.

NYU FRE Lecture Series: John Crosby

NYU Tandon School of Engineering

Dear All,

You are cordially invited to attend the FRE Lecture Series on Thursday, October 17th in the Pfizer Auditorium  on the 1st Floor of the Dibner Library (5 MetroTech Center) at 6PM.

Dr. John Crosby will present a talk on the following topic:

Title:

Unspanned Risks, Negative Local Time Risk Premiums, and Empirical Consistency of Models of Interest-Rate Claims

Abstract:

We formalize the notion of local time risk premium in the context of a theory in which the pricing kernel is a general diffusion process with spanned and unspanned components. We derive results on the expected excess return of options on bond futures. These results are organized around our new empirical finding that the average returns of out-of-the-money puts and calls on Treasury bond futures are both negative. Our theoretical reconciliation warrants a negative local time risk premium, and our treatment considers models with market incompleteness and sources of volatility uncertainty. Our results provide a way to differentiate between the myriad of term-structure models.

Bio:

John gained a first class honours degree in Mathematics at Girton College, Cambridge University before going on to study Electrical Engineering at University College, Oxford University. He was in investment banking (Barclays, Lloyds, UBS) for some 20 years working as a quant, heading quant teams and trading foreign exchange options.
More recently, John has moved into academia. He is at the Smith School of Business, University of Maryland. He is best known for publishing a number of papers on the theme of international risk sharing, exchange rates, term-structure modelling and incomplete markets (for example, one paper recently published at the Review of Financial Studies).

We look forward to having you join us for the talk and refreshments. Please mark your calendars.

NYU FRE Lecture Series: Mykhaylo Shkolnikov

NYU Tandon School of Engineering

Dear All,

You are cordially invited to attend the NYU FRE Lecture Series on Thursday, October 10th in the Dibner Auditorium
(5 MetroTech Center – 1st Floor) at 6 p.m.

Dr. Mykhaylo Shkolnikov will present a talk on the following topic:

Title:

From Systemic Risk to Supercooling and Back

Abstract:

I will explain how structural models of default cascades in the systemic risk literature naturally lead to the supercooled Stefan problem of mathematical physics. On the one hand, this connection allows us to uncover a notion of global solutions to the supercooled Stefan problem, which we analyze in detail. On the other hand, the supercooled Stefan problem formulation allows to provide a truly intrinsic definition of systemic crises and to characterize the fragile states of the economy. Time permitting, I will also explain the network and game extensions of the problem. Based on a series of works with Francois Delarue and Sergey Nadtochiy.

Bio:

Mykhaylo (Misha) Shkolnikov is currently an assistant professor in the Department of Operations Research and Financial Engineering, an affiliated faculty member with the Bendheim Center for Finance, and an associated faculty member with the Program in Applied & Computational Mathematics (PACM) at Princeton University. Prior to that, he was an assistant professor in the Department of Mathematics at Princeton and a postdoctoral fellow at the University of California, Berkeley and MSRI. He earned his PhD in mathematics at Stanford University. Shkolnikov is the recipient of the 2018 Erlang Prize from the Applied Probability Society of INFORMS and of the 2019 Early Career Prize from the SIAM Activity Group on Financial Mathematics and Engineering. His research focuses on stochastic portfolio theory (and, more generally, optimal investment), interacting particle systems, random matrix theory, as well as probabilistic approaches to partial differential equations.

We look forward to having you join us for the talk and refreshments. Please mark your calendars.