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FOCUS, FactSet’s User Symposium + Experience,
has been postponed to November 14-16, 2021.

The health and wellbeing of FactSet’s clients, partners, employees, and the community is our top priority. As a result of the growing health concerns regarding COVID-19, we have decided to postpone FOCUS to November 14-16, 2021. The event will still be held at the JW Marriott in Nashville. Registration for FOCUS 2021 will open in early 2021.

Stay in the Know

2018 & 2019 USER SYMPOSIUMS BY THE NUMBERS

SIGN UP FOR FOCUS 2021 UPDATES

MEET SOME OF OUR 2018 & 2019 USER SYMPOSIUM SPEAKERS

If you missed the previous FactSet user conference, please check out some of our recent speakers and download their presentations and related materials!

 

Check out 2018 Agenda

Check out 2019 Agenda

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Mandy Chiu, CFA
State Street Global Advisors

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Amy Hauter
Brown Advisiory

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Lewis Grant
Hermes Investment Management

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John Guerard
McKinley Capital Management

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Neil Mackay
Aberdeen Standard Investments

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Andrew Lapthorne
Société Générale

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Jeremy Zhou, CFA
FactSet

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Boryana Racheva-Iotova, PhD
FactSet

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Yin Luo, CFA
Wolfe Research

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Kristina Karnovsky
FactSet

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Mandy Chiu, CFA

State Street Global Advisors

Active and Passive: How to Use ETFs in an Active Portfolio

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Ms. Mandy Chiu is the head of EMEA and APAC ETF Product at State Street Global Advisors (SSGA). Prior to joining SSGA in 2016, she was responsible for product and business strategy at ETF Securities in Europe and Asia Pacific. Prior to that, she was responsible for product research and development at HSBC Global Banking & Markets in London and worked as a futures and options broker at Yuanta Securities in Taiwan. Ms. Chiu earned an MSc Finance degree with distinction from Cass Business School and is a CFA charterholder.

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Amy Hauter

Brown Advisiory

The Sustainable Fixed Income Landscape and ESG Investing

Ms. Amy Hauter is an associate portfolio manager of the Sustainable Core Fixed Income strategy and an ESG research analyst at Brown Advisory. In this role, she provides environmental, social, and governance analysis across all of Brown Advisory's fixed-income investments including corporate and municipal bonds, structured products, and green-labeled bonds across all sectors. Ms. Hauter focuses most of her efforts on the firm’s Fixed Income Sustainability strategies and ESG integration across all investments. Prior to joining Brown Advisory, she worked in the Fixed Income Client Service group at Morgan Stanley. Ms. Hauter earned a B.S. in Finance and Accounting from Old Dominion University and is a CFA® charterholder.

Related article:

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Lewis Grant

Hermes Investment Management

How ESG Integration Helps Generate Consistent Alpha

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Mr. Lewis Grant is a portfolio manager on the Global Equities team. In addition to his role as a portfolio manager, he is responsible for designing and implementing many of the team's systems. In particular, he created Hermes' proprietary risk-modeling system, MultiFRAME, which is used across Hermes’ investment teams. Prior, he worked at Aon Consulting as an actuarial consultant specializing in providing valuations and asset-liability modeling to a range of corporate and institutional clients. Mr. Grant earned a master’s degree in Mathematics, Operational Research, and Statistics and Economics from the University of Warwick, and subsequently qualified as a Fellow of the Institute of Actuaries.

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John Guerard

McKinley Capital Management

Mr. John B. Guerard, Jr., is Director of Quantitative Research at McKinley Capital Management in Anchorage, Alaska. He has taught at the McIntire School of Commerce, the University of Virginia, Lehigh University, and Rutgers University. Prior, he worked with the DAIS Group at Drexel, Burnham, Lambert, Daiwa Securities Trust Company, Vantage Global Advisors, and served on the Virtual Research team at GlobeFlex Capital. He co-managed a Japanese equity portfolio with Harry Markowitz at Daiwa Securities Trust Company. While serving as Director of Quantitative Research at Vantage Global Advisors (formerly MPT Associates), Mr. Guerard was awarded the first Moskowitz Prize for research in socially-responsible investing and has published several monographs and been featured in research journals. He also serves as an Associate Editor of the Journal of Investing and The International Journal of Forecasting. Mr. Guerard earned an AB in Economics from Duke University, MA in Economics from the University of Virginia, MSIM from the Georgia Institute of Technology, and Ph.D. in Finance from the University of Texas, Austin.

Related article:

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Neil Mackay

Aberdeen Standard Investments

Shifting Dynamics: Outsourcing the Performance Function in an Ever-Changing Environment

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Mr. Neil Mackay is a manager of Performance Measurement & Investment Analytics globally at Aberdeen Standard Investments. As well as his current role, he has previously held senior positions at several major international investment management companies. He has worked in the Investment Management sector for over 30 years in a variety of roles. Mr. Mackay has also worked in consultancy, training, and software design, all with a focus on performance, reporting, and investment analytics. Mr. Mackay is a serving member of the Investment Association - Investment Performance Working Committee, the GIPS Investment Management sub-committee, and the UK Investment Performance Committee of which he is currently chair.

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Andrew Lapthorne

Société Générale

Enough Talk: Putting Machine Learning into Practice

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Mr. Andrew Lapthorne is head of the Quantitative Research Group at Société Générale in London. In this role, he heads up the SG Quantitative Research Group, which includes the Equity and Cross Asset Quant, Index, and ETF research teams that have extensive experience on the buy- and sell-side. The Quant and Index research teams are both regularly ranked number one in the Extel survey, and Mr. Lapthorne ranked the number one individual analyst for the last 10 years. Since 2003, this team has been writing specifically about alternative risk premia investing, and more recently, the use of machine learning and alternative data in the investment process. The team has created and runs a variety of systematic quantitative strategies, the most popular being the Global and European Quality Income Strategies. Prior, Mr. Lapthorne had spent 11 years at Dresdner Kleinwort where he was Global Head of Quantitative Research. He is regularly quoted in the financial press, often highlighting issues such as balance sheet risk in the U.S. and the misuse of share buybacks and broader factor trends in the markets.

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Jeremy Zhou, CFA

FactSet

The Evolution of Indices and Emergence of Thematic Investing

Mr. Jeremy Zhou is Vice President, Head of Indexing Solutions at FactSet. In this role, his main responsibilities include alternative data sourcing, index creation and partnership, and investment strategy consulting. Together with top tier index providers and fund sponsors, Mr. Zhou has led the creation of a suite of smart-beta/thematic indices that power exchange-traded funds, unit investment trusts, and passive funds with more than $7 Billion assets under management. Prior to joining FactSet in 2013, Jeremy was a senior executive with Revere Data—a leading alternative data firm acquired by FactSet—and held positions as Head of Index Solutions, Associate Director of Product Strategy, and Director of Healthcare Equity Research. From 2011 to 2013, Jeremy was also a Portfolio Manager for Covestor Ltd.—now part of the Interactive Brokers Group. Mr. Zhou earned a Master of Public Health and a B.S. in Nutrition & Toxicology from the University of California, Berkeley. He is also a CFA charterholder and a member of the CFA Society San Francisco.

Related article:

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Boryana Racheva-Iotova, PhD

FactSet

Optimizing Short-Term Turbulence and Long-Term Investment Success

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Ms. Boryana Racheva-Iotova is Senior Vice President, Senior Director of Research, Risk and Quantitative Analytics at FactSet. In this role, she leads the strategy for risk and quantitative analytics solutions that includes research, sales, and product development strategies. She is a co-founder of FinAnalytica and the former Global Head of Risk at BISAM and has over 15 years of experience in building risk and quant portfolio management software solutions. Before founding FinAnalytica, Ms. Racheva-Iotova led the implementation of a Monte-Carlo based VaR calculation to meet the Basel II requirements at SGZ Bank, as well as the development of six patented methodologies for FinAnalytica. In 2018, she received the Risk Professional of the Year Award from Waters Technology based on her achievements building risk management software solutions and translating the latest academic advancements in practical applications to meet the needs of financial industry practitioners. Ms. Racheva-Iotova earned a Master of Science in Probability and Statistics at Sofia University and a Doctor of Science from Ludwig Maximilian University of Munich.

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Yin Luo, CFA

Wolfe Research

Portable Ownership – Finding Alpha from Skillful Hedge Fund Managers

Mr. Yin Luo is Vice Chairman of the coverage of quantitative research, economics, and portfolio strategy (QES) at Wolfe Research, LLC. Prior to Wolfe Research, he was Managing Director and Global Head of Quantitative Strategy at Deutsche Bank where after seven years, he built a world-class quantitative and macro research franchise. Prior to Deutsche Bank, he spent over 12 years in investment banking, managing consulting firm with various roles in quantitative research, fundamental research, portfolio management, investment banking, and consulting.  Mr. Luo has been ranked #1 in Institutional Investor magazine’s II-All America equity research survey in quantitative research for six years (2011-2016), and top-ranked in the Accounting & Tax Policy and Portfolio Strategy sectors. In 2016 and 2017, he was selected as the UPstanding’s top 100 ethnic-minority executives in the U.S. and UK by the Financial Times. Mr. Luo Yin earned a Bachelor of Economics degree from the Renmin University of China, an MBA in Finance from the University of Windsor, and a Master of Management and Professional Accounting from the University of Toronto. He is a CFA charterholder, a U.S. CPA, a CGMA (Chartered Global Management Accountant), and a PStat (Professional Statistician). Mr. Luo is also an Adjunct Professor of Finance at the Renmin University of China.

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Kristina Karnovsky

FactSet

Delivering Actionable Insight with Next-Generation Investment Platforms

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Ms. Kristina Karnovsky leads FactSet's Research Solutions business, delivering solutions for Investment Banking, Buy- and Sell-Side Research, Private Equity, Corporate, and other workflows. In this role, she oversees global teams responsible for the strategy, product development, engineering, and quality assurance for FactSet’s core Workstation applications and Research Management Solutions (RMS) suite. She began her FactSet career in 2001 as a Consultant and spent over a decade building FactSet’s sell-side business in various sales leadership roles. Ms. Karnovsky earned a bachelor’s degree from the University of Scranton.

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FOCUS returns in November 2021!

November 14-16, 2021 - JW Mariott, Nashville
Known as a modern oasis among locals and travelers alike, JW Marriott Nashville stands as the pinnacle of luxury in Music City. Just steps outside our doors, discover Music City Center, Nissan Stadium, the Country Music Hall of Fame, and the iconic Honky Tonk Highway on Lower Broadway.