• Investing in the theme of populism: This market rally is a good example. In the past, people used Bloomberg data to make investment decisions. Going forward, they will use, for example, social media and other alternative data sources. Case: A Canadian pension plan using the aggregate trade data of South Korean housewives. Is Facebook the new Bloomberg? If so, is AI the new Graham & Dodd?
• Family office (FO) have become the emerging innovators in the financial sector. They are unregulated and are becoming smart, but can they become truly disruptive? Is there a technology path to virtualize the FO model? In terms of ongoing innovation, they are the new pension plans of our time. Professor Seco will provide a vision of how family offices will be managed, especially with a quantitative edge. He will explain the “Amazon model” and the “Washington Post model” of providing information to family offices, as well as the “family office in a box.” For such a data-advanced region as Asia, the question is not if but when. He will also explain how this model will be copied throughout the world.
• Artificial Intelligence and Machine Learning applied with ESG/impact investing: ESG and impact investing is still murky. Is your ESG fund of high quality and purity, or is it just pretending? It’s the data that will prove its worth. ESG is an example of an investment objective that is difficult to quantify, but AI is good at dealing with things that are hard to quantify (self-driving cars, for example). Is ESG + AI really the paradigm of a disruptive self-driving investment process?
CEO, Sigma Analysis & Management
Qi Wang, CFA
Founder and Managing Director, MegaTrust Investments
PL Credit: 1