Meeting Information
Harnessing Collective Intelligence Through Data and AI
Date:
Tuesday June 15, 2021
Time:
4:30pm - 6:00pm US/Eastern GMT-4:00
Location:
Zoom
Directions:

Meeting capacity:

100

Suggested Donation:

Agenda:

Can The Active Management Problem Be Solved? 

Harnessing Collective Intelligence Through Data & AI to Improve Active Management Performance.

Technology is set to disrupt the asset management industry. Highly sophisticated portfolio platforms will become far more widely used in asset and wealth management in the years ahead.  

We will examine a technology-enabled investing approach that blurs the lines between asset management and technology to generate alpha by harnessing the power of a human
data and AI, and computing power to identify collective intelligence patterns, correlations, and alpha signals to create innovative and adaptable investment strategies.  
 
James Francis has guided Paradigm from business concept to industry leader in data-driven investing by leveraging his technology and consulting experiences to create an
entirely new approach to alpha discovery and portfolio management. Paradigm's data science approach has been acknowledged by numerous publications and media outlets
including CNBC, CNN, Fox Business, Pensions Investments, The Washington Post, The New York Times, Business Week, Black Enterprise, Institutional Investor and Plan Sponsor. 

Prior to founding Paradigm, Mr. Francis ran an in-house business unit for Oppenheimer and Company. Previously, Mr. Francis was an executive with Shearson Lehman Hutton
where he worked with the Consulting Services Division.  Mr. Francis worked in the National Accounts Division of the IBM Corporation where he was responsible for meeting the
technology needs of select fortune 100 companies. Mr. Francis received his BA from Morehouse College.  He is a strong advocate for diversity, inclusion and equity across race, ethnicity, gender,
disability, and LGBTQ. 


 

For meeting information, please contact:

Doug Zucker

dzucker@trustedadvisorscorp.com
(914) 319-0295
Attendees
79
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