The FENG Asset Management S.I.G.

Next Meeting

When:

02/11/2020 – 4:30 PM to 6:30 PM (Reserve a spot at this event)

Where:

Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
New York, NY
3rd Floor Cafe

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 4:50 pm EST

Dial-in number:
United States Toll (605) 313-6317
Access code: 396320
Please mute your phones *6.

Agenda:

4:30 – 5:15 PM Check in and Networking
5:15 – 5:30 PM Introductions and Housekeeping
5:30 – 6:30 PM Speaker,
6:00 – 6:30 PM Networking

Joel Salomon of FactSet Research Systems (as well as Best-Selling author and former FENG Insurance SIG Head)

He will talk about the insurance data project he was hired to spearhead for FactSet. Joel Salomon and Sean Ryan from FactSet Research Systems, Inc.

Joel and Sean will give an overview of FactSet.
Sean will speak about the new banking data that has been integrated into the workstation along with some of the projects he is currently working on to make the user experience easier
Joel will speak about the new statutory data integrated into the workstation along with some of the projects he is working on for integrating global and Solvency II data as well. These projects will allow insurance analyst, portfolio managers, and insurance investment bankers to use FactSet to analyze investments, reserves and profitability by line of business.

Joel Salomon is the Principal Content Manager for Insurance at FactSet. In this role, he is responsible for integrating U.S. statutory and international regulatory data into the system. He joined FactSet in 2019 and prior to that, he worked as an actuary at New York Life Insurance Company, a credit analyst at Moody’s Investors Service, a credit risk manager at Swiss Re, managed a long/short equity and credit portfolio for Citi, and was a prosperity coach. In 2012, Mr. Salomon launched his hedge fund, SaLaurMor, and in 2019, published The 9 Money Rules Millionaires Use: Only The Unconventional Ones, which was a bestseller in both self-help and personal finance. Mr. Salomon is a CFA charterholder since 1995, a Fellow of the Society of Actuaries, and earned a Bachelor of Arts in Mathematics and Statistics, graduating magna cum laude from the University of Rochester.


Sean Ryan is a Content Manager at FactSet Research Systems. He previously spent two decades as an equity analyst covering the financial sector on both the sell side and buy side. Sean graduated from Cornell University and is a CFA charterholder.








ALUMNI VERY WELCOMED AND ENCOURAGED TO ATTEND.


Hope to see you at this meeting.















Directions

FENG will meet on the 3rd floor café on 12/10 and 1/14

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 4:50 pm EST

Dial-in number:
United States Toll (605) 313-6317
Access code: 396320
Please mute your phones *6.


About the Asset Management S.I.G.

ASSET MANAGEMENT SIG NEW YORK CITY MEETS MONTHLY NEAR GRAND CENTRAL TERMINAL

Conference Dial IN:
Dial-in number: (605) 313-6317
Access code: 396320

Purpose: To build relationships and share resources related to the investment asset management sector and career development.

Asset Management SIG members include all functional specialties related to similar target markets in the investment management arena worldwide.

Members include all functional areas of the private and public investment markets, including CFO's, COO's, treasurers, controllers, portfolio/investment managers and analysts. Disciplines in this SIG are equally broad, encompassing professionals in fixed income, equities, derivatives, funds of funds, private equity, real estate, hedge funds, family offices, and trading operations.

DATA BASE - SIG member names, contact information and backgrounds are available to search for others to network beyond your local group.

+++++++++++++++++++++++++++++++++++

ASSET MANAGEMENT SIG - NEW YORK CITY

REGULAR MEETINGS in NEW YORK CITY

Purpose:

To share/build knowledge within the Investment Management Sector, promote business development activities among members, develop lasting relationships, build consensus, share resources and communicate regularly on items of interest to Investment Management professionals – both those currently employed and those in transition.

NEW YORK CITY Asset Management SIG members include all functional specialties related to Investment Management worldwide. Members include all functional areas of the private and public investment markets, including CEO’s, CIO’s, CFO's, COO's, tax professionals, treasurers, controllers, portfolio/investment managers and analysts, etc. Disciplines in this SIG are equally broad, encompassing professionals in fixed income, equities, derivatives, mutual funds, funds of funds, private equity, real estate, hedge funds, family offices, investment banking, banking, lending and trading operations.

SIG MEMBER ALERTS - Submit job leads, requests for information/good news, search/networking tips, etc. to TOM McFARLAND tfmcfarland@gmail.com


PIN 4555#

S.I.G. Leadership

Tom McFarland
tfmcfarland@gmail.com
(914) 500-8601

Future Meetings

03/10/2020
04:30 PM to 06:30 PM
Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
New York, NY
3rd Floor Cafe

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 4:50 pm EST

Dial-in number:
United States Toll (605) 313-6317
Access code: 396320
Please mute your phones *6.


For Meeting Information, Please Contact:
Tom McFarland
tfmcfarland@gmail.com
(914) 500-8601

OUR SPONSORS:

cfo