<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=15609&amp;fmt=gif">
HK lockup – no logo-1

JOIN US IN HONG KONG

In 2020, FactSet is excited to bring back our signature event series, the Buy-Side Forum, to Asia. Kicking off our tour is Hong Kong taking place on March 5. Join your peers, industry leaders, and FactSet's experts for our most thought-leading agenda yet. Have the chance to hear from some of the best minds in the industry on key topics influencing the investment world from machine learning and AI to the continued force of digitalization to advances in risk management... to name a few! Be sure to save your place at this sought-after event. Spaces are limited!

Register

Numbers from 2019

0+

Attendees

0+

Firms

Agenda

Look forward to thought-leading sessions from some of the industry's best minds.

9:00 a.m.

Registration and Refreshments

9:45 a.m.

Welcome Address

10:00 a.m.

Panel | 360° Technology: From Challenge to Opportunity

Moderator: Jame DiBiasio, DigFin Group

 

Panelists: 
Gene Fernandez, FactSet
More panelists to be announced.

 

It's no news that technology is playing a leading role in driving business strategy for financial institutions. With the aim to perceive emerging risks and anticipate disruption, many firms are already investing in new tools and solutions, and most have a long-term plan for technological innovation in place throughout their business. But what does it really take to succeed in this rapidly changing environment? What are the trending drivers in technology that will influence businesses in 2020 and beyond? What does adoption look like today and what are the benefits and implications of adopting any new technologies? During this panel, we get the expert perspective as we aim to find answers to these important questions and more.

10:45 a.m.

Accessing the Future: Empowering Tomorrow’s Financial Analyst

Speaker: Kate Stepp, FactSet

 

Personalized, actionable content insights, advanced idea generation, an enhanced research process and improved efficiency through an open environment and automated workflows. Sounds like an Analyst’s dream, doesn’t it? But the future has already arrived. The financial professional of tomorrow has access to technology and solutions that are quick, robust, agile and live in an open environment. Do you have all the insight you need to leverage today`s, and tomorrow’s, technology to accelerate workflows and boost your efficiency? Access the future today and uncover how to benefit from innovative solutions now.

11:30 a.m.

Portals

Speaker: Greg King, FactSet

 

Session Summary coming soon.

12:15 p.m.

Networking Buffet Lunch

2:00 p.m.

Data Governance and Distribution

Speaker: Andrew Kovacs, FactSet

 

Session Summary coming soon.

2:40 p.m.

From Challenges to Strategies: Multi-Asset Class & Enterprise Risk Modeling in Asia

Speaker: Ivan Mitov, FactSet

 

The multi-asset landscape has exploded in recent years with an overwhelming range of strategies and approaches now available to investors. New strategies, new technologies, new workflows also mean – new risks. So more than ever, financial institutions need to keep a close eye on the threats that can have real impacts on financial performance across the enterprise. But how stay on top while synthesizing strategies and risks in a compelling and easy-to-understand way? And what are the most trending, yet challenging tactics we should be looking at in 2020 and beyond? Join Ivan Mitov, as he takes a closer look at two of the most prominent challenges we see particularly in Asia: The rising proportion of Private Equity investments and, The opening of Chinese markets. Take a look at solutions, showcasing how to utilize a Private Equity Risk Model and Equity/Credit Models to capture the nuances of the Chinese market.

 

3:20 p.m.

Networking Break

3:40 p.m.

Applying Automated Machine Learning in Asset Management

Speaker: Ian Hissey, FactSet

 

In his presentation, Ian will provide an introduction to automated machine learning and the types of problems it can be used on in asset management. Ian will then focus on a case study comparing a set of machine learning models against more traditional quant factors and their ability to predict Alpha. Ian will discuss the pitfalls he came across in using machine learning models for this type of application.

4:20 p.m.

Panel | At the Bottom Line: Where are we really with the adoption of AI & ML?

Moderator: Ian Hissey, FactSet

Speaker: Speaker to be announced soon.

With the growth and development of artificial intelligence, the use of data and machine learning in finance has become more than just a trending topic. But how does this so called “Evolution” of quant investing really look like? What’s the role of AI and ML today, and besides discovering these emerging technologies, do they become an enabler or a headache when we look at the reality?

5:00 p.m.

Networking Reception

Register today

Spaces are limited!

Register

Speakers

Get to know the expert speakers joining us for the Buy-Side Forum in Hong Kong. More speakers to be announced this month!

Your Host

Spacer

Fernando Tonella

VP, Regional Sales Director – Hong Kong and North Asia

FactSet

Spacer

Jame DiBasio

Founder and Editor

DigFin Group

Spacer

Gene Fernandez

EVP, Chief Technology and Product Officer

FactSet

Spacer

Ian Hissey

VP, Speciality Sales Manager, Analytics - APAC

FactSet

Spacer

Greg King, CFA

SVP, Senior Director, Wealth Management Strategy and Product Development

FactSet

Spacer

Andrew Kovacs

VP, Director of Analytics - APAC

FactSet

Spacer

Ivan Mitov, Ph.D.

VP, Director of Risk Research

FactSet

Spacer

Kate Stepp

SVP, Senior Director of Research Solutions Engineering

FactSet

Your Host

Spacer

Fernando Tonella

VP, Regional Sales Director – Hong Kong and North Asia | FactSet

Mr. Fernando Tonella is VP, Regional Sales Director of Hong Kong and North Asia at FactSet. He has been with FactSet since 2007. Prior to this, he ran the Global Banking and Brokerage team for the UK and Nordic regions based in FactSet’s London office. Mr. Tonella earned a BA in Economics from Davidson College, North Carolina.

<

>

Spacer

Jame DiBasio

Founder and Editor | DigFin Group

Bio coming soon.

<

>

Spacer

Gene Fernandez

EVP, Chief Technology and Product Officer | FactSet

Mr. Gene Fernandez is Executive Vice President, Chief Technology and Product Officer at FactSet. In this role, he developed the strategy and built the engineering function to support J.P. Morgan’s innovation efforts in the Corporate Investment Bank. Mr. Fernandez joined FactSet from J.P. Morgan in November 2017. During his decade at J.P. Morgan, Mr. Fernandez held various other roles including Chief Technology Officer for Client Technology and Research and Banking Information Technology. Prior to that, he worked at Credit Suisse and Merrill Lynch in various technology leadership roles. Mr. Fernandez earned a B.S. in Computer Science and Economics from Rutgers University.

<

>

Spacer

Ian Hissey

VP, Speciality Sales Manager, Analytics - APAC | FactSet

Mr. Ian Hissey is Vice President, Specialty Sales Manager, Analytics at FactSet. In this role, he is responsible for the Sales and Support of FactSet’s Risk and Quantitative products in Asia Pacific. A key facet of his role is to guide the development of FactSet’s products to meet the diverse set of challenges faced by financial market participants in Asia. Mr. Hissey joined FactSet in 2008 and works with the company’s largest clients in Asia, collaborating with them to solve their greatest challenges. Prior to his current role, he was the manager of FactSet’s Portfolio Analytics team based in Australia for four years where he worked with FactSet’s largest clients in Australia and New Zealand. Mr. Hissey earned a bachelor’s degree in Economics and Social Sciences from the University of Sydney.

<

>

Spacer

Greg King, CFA

SVP, Senior Director, Wealth Management Strategy and Product Development | FactSet

Mr. Greg King is Senior Vice President, Strategy of Wealth and Product Development at FactSet. In this role, he focuses on the allocation of resources for all areas of the Wealth Management business; from market research and product development to implementation of a parallel sales and marketing plan. Mr. King moved to London from the U.S. in 1999. Prior to leading FactSet’s Wealth Management Strategy, he spent eight years as Director of Workstation Solutions for the EMEA and APAC regions and before that, was Vice President, Institutional Sales in FactSet's UK Investment Management region. Mr. King earned a degree in Economics from Boston College and is a CFA charterholder.

<

>

Spacer

Andrew Kovacs

VP, Director of Analytics - APAC | FactSet

Mr. Andrew Kovacs is Vice President, Regional Director of Specialty Sales in Asia Pacific at FactSet. In this role, he is currently based in Hong Kong and is responsible for the Portfolio and Quantitative Analytics Specialist teams that serve some of the company’s most sophisticated clients in the Asia Pacific region. Prior to assuming this role, Mr. Kovacs headed the Analytics team in EMEA serving our clients across the UK, Nordic region, Middle East, and Africa. He has launched and managed teams in Tokyo, Sydney, and New York and has been with FactSet for over 18 years and has been a member of the Portfolio and Quant team for most of his career. Mr. Kovacs earned a bachelor’s degree in Finance and Information Systems from Boston College.

<

>

Spacer

Ivan Mitov, Ph.D.

VP, Director of Risk Research | FactSet

Mr. Ivan Mitov is the VP, Director of Risk Research at FactSet. In this role, he is responsible for the FactSet Multi-Asset Class (MAC) Risk models research and future development. He leads a team of quantitative researchers responsible for all the aspects of the FactSet MAC risk models related to multi-asset class factor model construction, risk forecasting, and risk budgeting. Mr. Mitov has more than 15 years of experience in the field of multi-asset class risk modelling and forecasting with a special focus on extreme events modelling. He joined FactSet in 2017 when FactSet acquired BISAM. Prior to his current position, he was heading the quantitative research group at BISAM and FinAnalytica where he was instrumental in researching and developing their award-winning multi-asset class risk and portfolio construction platform, which is now part of FactSet. Mr. Mitov earned a PhD in Probability Theory and Statistics from Sofia University and the Karlsruhe Institute of Technology.

<

>

Spacer

Kate Stepp

SVP, Senior Director of Research Solutions Engineering | FactSet

Ms. Kate Stepp is Senior Vice President, Senior Director of Research Solutions Engineering at FactSet. In this role, she leads a global team of engineers responsible for building web-based applications, services, and integrations with a mission to deliver the most actionable content and innovative tools to financial clients, defining the workflow solutions of the future. Ms. Kate Stepp has over 10 years of web application development experience in the FinTech industry. She earned a Bachelor of Science degree in Computer Science from Carnegie Mellon University.

<

>