- What data sets have become commoditized, and which are differentiated?
- How has the way that data is collected, processed and disseminated evolved?
- Can data still provide managers an edge and has industry consolidation given data vendors greater pricing power?
- Who are the incumbents, potential disruptors, and what is their competitive edge?
- What are the skill sets required to succeed in this field?
Sean Brown - CEO, YCharts
Jennika Gold Thomas, CFA, FRM - Global Head of Data, Morningstar
Michael Hunstad - Executive Vice President and Head of Quantitative Strategies, Northern Trust Asset Management
Moderator: Catherine Clay - EVP, Global Head of Information Solutions, CBOE
Members - $20 of FREE with function ticket
Student Members - $10
Nonmembers - $40
(member pricing underwritten by CFA Society Chicago)
*Limited Sponsorships available. Please contact Kim Augustyn at email@example.com.
CFA Institute Qualified Activity: Eligible for 1 credit hour
Zoom login information will be provided in the reminder email closer to the event. Registration closes at 5:00 PM on September 29, 2021.
4:00 PM - 5:00 PM CDT: Program
Please log in a few minutes early to test your video and internet connections.
*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Sean Brown is the CEO of YCharts, an investment research platform that enables smarter investments, better client communications and focuses on helping advisors deliver more value to their own clients. Brown’s passionate about providing advisors with quick access to investment data and modern tools that help them derive and share insights. He believes that advisors require outstanding human support to ensure their success.
In his near 30-year-career, Brown’s focus has been on financial services and software, he’s been an executive at several startups, private equity backed firms, and public companies. A Notre Dame and Stanford University graduate, Brown is a proud father and husband, an avid reader, and college football and Chicago Cubs fan.
Jennika Gold Thomas, CFA, FRM, is global head of data and responsible for advancing Morningstar's data offerings and maintaining Morningstar’s reputation as a provider of high-quality, timely, value-added data that help investors make sense of financial markets and instruments. Gold Thomas leads the global data organization of more than 1,700 data analysts, data scientists, technologists, team leaders, and product managers. Gold Thomas steers corporate DEI strategy as a member of the Diversity, Equity & Inclusion Steering Committee at Morningstar.
In her previous roles as director of strategy and as vice president, Gold Thomas led the Fixed Income and Risk Analytics product teams at FactSet. As a financial engineer, Gold Thomas began her career at Goldman Sachs proprietary algorithmic trading group, Hull Tading.
Gold Thomas is a CFA charterholder and holds the FRM designation. Gold Thomas holds a Master of Science degree in computational finance from Carnegie Mellon. Gold Thomas also holds a Bachelor of Science degree in mathematics from Spelman College, graduating Summa Cum Laude with honors.
Michael Hunstad is executive vice president and head of quantitative strategies at Northern Trust Asset Management with responsibility for all quantitative equity and fixed income research, product strategist, and quantitative equity portfolio management activities.
Previously, Hunstad was director of quantitative research where he was responsible for leading Northern Trust Asset Management's factor based research and product development programs. Prior to joining Northern Trust, he was head of research at Breakwater Capital, an algorithmic trading firm and hedge fund. Previously, he was head of quantitative asset allocation at Allstate Investments, LLC and a quantitative analyst with a long-short equity hedge fund. He also served as an adjunct professor at the Illinois Institute of Technology.
Hunstad holds a Ph.D. in mathematics, an MBA in finance, an M.A. in econometrics and a bachelor's degree in economics.
Catherine Clay is executive vice president, global head of Information Solutions at Cboe Global Markets and leads several distinct business segments: Cboe Global Indices, real-time and derived data, market analytics, financial risk analytics, and execution services. She came to Cboe through the 2015 acquisition of the San Francisco fintech company, LiveVol, where she was CEO. At LiveVol, Clay led both the technology division and the registered broker-dealer.
Prior to LiveVol, Clay was a lead market maker in equity options and single stock futures from the floor of the NYSE Arca exchange from 1994-2010. As a market maker, she began her career at Interactive Broker’s market making group before co-founding her own proprietary trading company.
Clay serves on the Board of the Greenwood Project, a non-profit that introduces under-served youth to careers in the financial services industry.
*Special Notes Regarding Fees
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 PM, September 29, 2021.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please Use code PPORTLIVE for in person events and PPORTWEB for webcasts for member pricing. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
CFA Institute CE Qualified Activity:
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.