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San Francisco Alumni: Digital Innovations in Investment Technology
Pillsbury Winthrop Shaw Pittman LLP 4 Embarcadero Center San Francisco, CA 94111 |
November 1, 2022 @ 4:15 pm - 6:30 pm
In the last several years, the rise of financial innovations (ETFs/Index Funds), big data, and AI/ML have transformed the way money is managed.
Active asset allocation across asset classes, countries, sectors/industries, factors, styles, and themes, and customization of portfolios aligning investors’ goals and risk preferences with easy access and transparency are capturing investors’ attention.
Come and join Lumen (co- founded by Haas MBA Alumni, Marianne O) to learn how they leverage essential data, an intrinsic valuation methodology, and quantitative tools to help wealth managers and investors implement global asset allocation and create customized portfolios according to the investor’s risk preference and goals.