9:30 am – 10:30 am

Opening Session: AI & Data Science for Financial Professionals - the Myths and Realities

Mehrzad Mahdavi, Ph.D., Executive Director, The FDP Institute

As the investment industry undergoes transformation, the investment professional of future must skill up to embrace new challenges and opportunities.  Dr. Mahdavi discusses the investment professional of the future from an employee and employer points of view.  He will cover AI, Data Science, and Machine learning examples, techniques and trends and demystifies the buzz versus the realities of this major change in our industry.


10:45 am – 11:45 am

Expert Panel: AI and Data Science - use cases in the financial sector

Artificial Intelligence (AI) is a key component to the fourth industrial revolution and is rapidly changing the labor force, business landscape and privacy concerns. Governments regulations are trying to keep pace with these chances. We will explore these items as they affect the investment industry in today's panel.

  • Moderator: Mehrzad Mahdavi, Ph.D., The FDP Institute
  • Panelist: Chris Bemis, Whitebox Advisors
  • Panelist: Dan Dunleavy, Intelligent Analytics



Break for lunch



12:45 pm – 1:45 pm

Focus Session: The Future of Investing - Harnessing the Power of Big Data

Richard Mathieson, CA, Managing Director, BlackRock

Innovative technologies are changing asset management.  Solely relying on the same techniques from the past without innovating will limit the ability to generate alpha, but you need scale, expertise and a collaborative approach to embrace innovation.  Learn how technology can be combined with human expertise to harness the power of Big Data to improve investment outcomes.



2:00 pm – 3:00 pm

Expert Panel: FinTech

Entrepreneurs are actively seeking to disrupt existing business models through the use of new and developing technologies, including AI, blockchain, and machine learning. Come and hear from these entrepreneurs and investors backing these disruptors and discover what separates success from failure.

  • Moderator: Christopher Prouty, Cargill
  • Panelist: Jason Broder, SIMON
  • Panelist: Al Qureshi, Blue Water Financial Technologies
  • Panelist: Nicholas Smith, Rice Park Capital Management
  • Panelist: Mark Yusko, Morgan Creek Capital Management