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A Conversation With .... Rick Roche, CAIA "The Evolution of Machine Learning in Investment Management"


Apr 22, 2020 12:46 PM

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Rick Roche, CAIA
Managing Director @Little Harbor Investors
Rick Roche is a Managing Director at Little Harbor Advisors, LLC. LHA is a sponsor of quantitative investment strategies. Rick has 38 years’ experience in investment management and is a committed lifelong learner. (39 years as of Mar 30, 2020) Rick is also founder of Roche Invest AI, LLC. Roche Invest AI is a consultancy that specializes in research, integration and promotion of AI, Machine Learning and utilization of alternative investment data in the investment management industry. Roche Invest AI advises on the diffusion and propagation of quantitative investment strategies powered by machine learning, Big Data and Natural Language Processing. He holds Series 3 (Commodities), 7, 63 and 65 licenses. Rick earned his Chartered Alternative Investment Analyst (CAIA) charter designation in 2014. Rick is a Member of the New York Alternative Investment RoundTable (NYAIR) and the Society of Quantitative Analysts -SQA (2017-18). He earned a B.A.-History from the University of Dayton.
Kathy Wilkens, Ph.D., CAIA
Curriculum Advisor @FDP Institute
Kathryn Wilkens, Ph.D., CAIA, is a curriculum advisor to the Financial Data Professional Institute. Her other professional activities include copy editing for the Journal of Alternative Investments, regularly contributing to Practical Applications and providing subject matter expertise for Wiley's Efficient Learning Platform (Chartered Alternative Investment Analyst exams). She is also a research associate with the Center for International Securities and Derivatives Markets at the University of Massachusetts at Amherst. Kathryn is the president and founder of Pearl Quest LLC, providing a host of research, operational and educational consulting services in the areas of investments and data science since 2011.
Mehrzad Mahdavi
Executive Director @FDP Institute
Dr. Mahdavi is a technology entrepreneur with a focus on breakthrough digital transformation for the Fintech and the energy sectors. He is a recognized expert and frequent keynote speaker on the application of AI, IoT, and Cloud computing in the financial sector and industries. Dr. Mahdavi is a trusted advisor for global 500 firms in the field of digital transformation. Prior to this position, he served as the Chief Digital Officer of Weatherford International. He also had and a 22-year career in Schlumberger in a variety of technical and management positions. Mehrzad holds a PhD in Nuclear Science and Technology from the University of Michigan a Bachelor of Science in Electrical and Electronics Engineering from the University of Illinois at Urbana-Champaign.