31
March
8:30 — 16:15
KU.BE
Dirch Passers Allé 4

Frederiksberg, 2000 Denmark
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Demystifying AI: What is on the forefront and what are the consequences for society?

We are pleased to invite for our 3rd annual conference on demystifying AI in capital markets.

The themes this year are Ethics and AI, AI and the Workforce and Asset Management and AI.

Get the latest development within AI applications from Bjarne Graven Larsen, Founder of Qblue Balanced and find out how far we have come with the use of AI in asset management? Listen to Ed Fang from Man Numeric and experience user cases from Marco Fasoli at A.I. Machines. All three are shaping the investment industry within this field and you can ask them your questions in the panel debate.

Also, the conference will host speakers on the topics of ethical considerations with AI. What are the ethical questions you must ask yourself when making AI a part of your business model, and what are the implications for Capital Markets and society as a whole? Hear Sonia Gandhi from CFA Institute and Kenneth H. Nielsen from EY, when they present their interesting findings and considerations.

And finally, get the answers about AI and the Workforce. Will AI cost you your job or boost your skillset? How do you successfully introduce AI in your organization or job? How can we adapt to the fast-changing environment? Learn from Henrik Juel Villberg when he talks about setting up Saxo Banks automated dealing room, get the newest perspective from Silicon Valley from Anders Christjansen, Innovation Centre Denmark and get ready for an augmented future with Hanne Shapiro.

Program

08.30 Registration and light breakfast
09.00 Welcome
09.05 Intro

Ethics and AI

09.20 Ethical Considerations with AI
Sonia Gandhi, CFA, Director, Ethics Education & Professional Standards, CFA Institute
09.50 Ethics & Bias in AI
Kenneth H. Nielsen, PhD & CQF, Head of Data & Analytics, FS Advisory, EY
10.20 Coffee break
 

AI and Consequences for the Workforce

10.40 Fit for an Augmented Financial Future
Hanne Shapiro, CEO, Hanne Shapiro Futures
11.10 Future of Work – Perspectives and Cases from Silicon Valley
Anders Christjansen, Advisor, Innovation Center Denmark
11.40 Project NEXUS – The Automated Dealing Room
Henrik Juel Villberg, Executive VP, Global Head of Trading & Market Access, Saxo Bank
12.10

 

How-to Stop Wildfires with Artificial Intelligence
Lasse Bøhling, Manger, EY and Voluntary Collaborator (Machine Learning Engineer) for Omdena
12.40 Lunch at EY

Asset Management and AI

13.40 Man vs Machines: What’s The Score?
How AI is being applied to live portfolios to enhance asset managers’ investment performance and margins.
Marco Fasoli, PhD, Co-CEO & Co-Founder, A.I. Machines
14.10 Applying Quant Models in the Era of Data Explosion

Ed Fang, Director of Research, Man Numeric

14.40 Applying AI Powered Investment Theory
Bjarne Graven Larsen, Founder Qblue Balanced
15.10 Panel Debate
Bjarne Graven Larsen, Ed Fang, Marco Fasoli 

Moderator: Kenneth Hagde Mandrup Nielsen, Manager, Ernst & Young P/S

15.40 Networking and bubbles
16:15 Close of Conference

Prices

Premium member: DKK 300

Basis member: DKK 750

Student member: Free (limited no. of seats)

Non-member: DKK 1.500

CFA CE Credit Hours

If you are a CFA Institute member, you are eligible to record 5 CE credit hours for your participation in this meeting.

Speakers

Sonia Gandhi, CFA is Director- Ethics Education & Professional Standards at CFA Institute. In her role, she leads the effort to develop, promote and deliver educational content for CFA Institute members and investment professionals in the area of ethics and professional standards.

Sonia has spent over 20 years in the Investment industry working with several global blue chip Investment Banks. As Director -Institutional Equities, she was responsible for Deutsche Bank’s APAC client base. Previously, she has worked with JP Morgan, BNP Paribas and Jardine Fleming in various roles, responsible for equity sales, capital market transactions and global account management. Sonia has also served in various capacities as a volunteer with CFA Society India, most recently as a Director on the Board.

Henrik Juel Villberg is an economist by education but have worked with automation and digitalization in the financial sector his entire career. He has been employed by Saxo Bank for the past 16 years, where he started as head of the bank’s Risk Management department. In that role, he was responsible for the operation and further development of a fully automated system for risk monitoring and handling of the bank’s customers around the clock, every day of the week. Later he moved to the bank’s Markets department, where he, as deputy head of the area, was tasked with expanding the bank’s digital network to the world’s financial markets, as well as automation and digitization of the entire trading process, risk management of market risk, etc. In 2018, he was appointed global head for the area of trading, markets and products. He also sits on the executive board of the Danish Securities Dealers Association under Finans Danmark.

Kenneth H. Nielsen is a manager at EY where he heads up the Data & Analytics area within FS. He has a background in mathematical modelling of biological systems but made a switch to the financial sector in 2014, when he joined Nordea. While at Nordea he earned a CQF, during which he started diving into applications of machine learning (ML) in trading; later turning to its application across a wide range of topics from fraud detection to model surveillance. More recently, conversations with EY clients have sparked an interest in “white-boxing” ML models and, as an offshoot, the problems around ethics and bias in AI.

Bjarne Graven Larsen is a pension fund and financial veteran with more than 30 years of experience in the industry. He is the former Chief Investment Officer and executive board member of Ontario Teachers’ Pension Plan (OTPP), one of the world’s largest and most sophisticated pension plans, headquartered in Toronto, Canada. From 1999 to 2011, Bjarne was the Chief Investment Officer and executive board member of ATP, Denmark’s largest and Europe’s fourth largest pension fund. Before joining OTPP, Bjarne was CFO at Novo A/S and prior to that he was the CEO of FIH Erhvervsbank A/S (FIH).  Bjarne has also held positions at Realkredit Denmark, the country’s largest Mortgage Bank, now part of Danske Bank, in Denmark’s Central Bank, and in the Ministry of Finance. After returning from Toronto in 2018, Bjarne founded the Copenhagen based asset management company, Qblue Balanced.

Hanne Shapiro focusses on the changing nature of work in a digital economy.  In that context she recently undertook a major study with the Danish Financial Trade Union to enable the Union to support their members in the digital transformation within the finance value chain. She was part of World Economic Forum’s Future of Jobs study, and she is research partner in a new major international research initiative funded by Singapore to support their efforts to create quality working and learning opportunities in the context of Singapore’s Smart Nation Strategy. Hanne Shapiro is also associated with the University of Berkeley’s research initiative- Earning, learning and working in the digital economy.

Lasse Bøhling is an Experienced Data Scientist with a demonstrated history of working with predictive models. He has a PhD focused in Theoretical and Mathematical Physics and has worked in the private industry since 2013. First at an odds setting company, performing analysis and predictions on football and then at ATP using Machine Learning to catch fraud with social benefits. Voluntary collaborator (Machine Learning engineer) for Omdena, a non-profit organization using AI for the good.

Ed Fang is head of research at Man Numeric. Ed joined Man Numeric in 2005 and has been actively engaged in a broad spectrum of research, ranging from bottom-up alpha models to top-down dynamic asset allocation and alternative investment products. He has also been responsible for developing and managing several innovation portfolios within Man Numeric’s absolute return and alternative beta strategies. Ed received a Bachelor of Science degree with honors in Economics and Management Information Science from Fudan University in China. He also received a doctorate degree in economics from Duke University. Ed is a CFA charterholder.

Dr Marco Fasoli is Co-CEO and co-Founder of A.I. Machines (www.a-i-machines.com), a UK financial technology company specialised in the development, application and operation of artificial intelligence (AI) and machine learning (ML) solutions for investment management.  A.I. Machines has developed a multi-purpose predictive and risk management software engine (“PIE Predictive Investment Engine” or “PIE”) based on, and, driven by, AI and ML. PIE recreates the entire investment process required to manage any type of (liquid) discretionary or quantitative portfolio, including data processing, asset price forecasting and portfolio risk management. PIE is currently powering 15 distinct live AI portfolios for institutional clients since its commercial launch in March 2017, including the world’s first balanced UCITS fund operated solely by AI. Previously, Dr Fasoli was a Managing Director of Jefferies LLC, a Partner and Managing Director of Broadview International LLC, a Partner and Director of Putnam, Hayes & Bartlett Inc., and a Senior Associate at Booz Allen & Hamilton. Dr Fasoli holds PhD, MA and BA degrees in Natural Sciences from Cambridge University and his academic work has been published in leading scientific journals including the Annals of the New York Academy of Sciences.

Anders Christjansen er Adviser for Innovation Centre Denmark i Silicon Valley, hvor han har fokus på Future of Work & Leadership. Han arbejder på sin 3. karriere, der startede som økonom i Portland, Oregon efter en Cand. Polit uddannelse. Efter hans MBA fra INSEAD i Frankrig fortsatte Anders sin 2. karriere som direktør og opstarter for TDC Mobil, Waoo, Migway samt Sunrise i Schweitz.  Anders bor idag i Californien og har arbejdet uden for landets grænser i over 15 år. Han er gift med Marcela fra Mexico som han har to voksne børn med.

Sponsor

Arranged by the Danish Finance Society’s the Fintech committee: Carsten Just, Lars Stage Thomsen, Thomas Asmussen, David John Frederiksen.

Details

Date:
31 March
Time:
8:30 - 16:15
Event Category:
17
May

73rd CFA Institute Annual Conference

17. May 2020 12:00 — 20. May 2020 12:45
@ Georgia World Congress Center, Atlanta, USA
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