EDHEC-Risk Concept Industry Analysis Featured Analysis Latest EDHEC-Risk Surveys Features Interviews Indexes and Benchmarking FTSE EDHEC-Risk Efficient Index Series FTSE EDHEC-Risk ERAFP SRI Index EDHEC-Risk Alternative Indexes EDHEC IEIF Quarterly Commercial Property Index (France) Hedge Fund Index Research Equity Index Research Amundi ETF, Indexing & Smart Beta "ETF and Passive Investment Strategies" Research Chair Rothschild & Cie "Active Allocation to Smart Factor Indices" Research Chair Index Regulation and Transparency ERI Scientific Beta Performance and Risk Reporting Hedge Fund Performance Performance Measurement for Traditional Investment CACEIS "New Frontiers in Risk Assessment and Performance Reporting" Research Chair Asset Allocation and Alternative Diversification Real Assets Meridiam Infrastructure/Campbell Lutyens "Infrastructure Equity Investment Management and Benchmarking" Research Chair Natixis "Investment and Governance Characteristics of Infrastructure Debt Instruments" Research Chair Société Générale Prime Services (Newedge) "Advanced Modelling for Alternative Investments" Research Chair CME Group "Exploring the Commodity Futures Risk Premium: Implications for Asset Allocation and Regulation" Strategic Research Project Asset Allocation and Derivative Instruments Volatility Research Eurex "The Benefits of Volatility Derivatives in Equity Portfolio Management" Strategic Research Project SGCIB "Structured Investment Strategies" Research ALM and Asset Allocation Solutions ALM and Private Wealth Management AXA Investment Managers "Regulation and Institutional Investment" Research Chair BNP Paribas Investment Partners "ALM and Institutional Investment Management" Research Chair Deutsche Bank "Asset-Liability Management Techniques for Sovereign Wealth Fund Management" Research Chair Lyxor "Risk Allocation Solutions" Research Chair Merrill Lynch Wealth Management "Risk Allocation Framework for Goal-Driven Investing Strategies" Research Chair Ontario Teachers' Pension Plan "Advanced Investment Solutions for Liability Hedging for Inflation Risk" Research Chair Non-Financial Risks, Regulation and Innovations Risk and Regulation in the European Fund Management Industry Index Regulation and Transparency Best Execution: MiFID and TCA Mitigating Hedge Funds Operational Risks FBF "Innovations and Regulations in Investment Banking" Research Chair EDHEC-Risk Publications All EDHEC-Risk Publications EDHEC-Risk Position Papers IPE EDHEC-Risk Institute Research Insights AsianInvestor EDHEC-Risk Institute Research Insights P&I EDHEC-Risk Institute Research for Institutional Money Management Books EDHEC-Risk Newsletter Events Events organised by EDHEC-Risk Institute EDHEC-Risk Smart Beta Day Europe 2017, London, 21 March, 2017 Wealth Management Systems for Individual Investors Conference, New York, 26 April, 2017 Events involving EDHEC-Risk Institute's participation EDHEC-Risk Institute Presentation Research Programmes Research Chairs and Strategic and Private Research Projects Partnership International Advisory Board Team EDHEC-Risk News EDHEC-Risk Newsletter EDHEC-Risk Press Releases EDHEC-Risk in the Press Careers EDHEC Risk Institute-Asia EDHEC Business School EDHEC-Risk Executive Education Yale School of Management - EDHEC-Risk Institute Certificate in Risk and Investment Management Yale SOM-EDHEC-Risk Multi-Asset Multi-Manager Products and Solutions Seminar, London, 7-9 March, 2017 Yale SOM-EDHEC-Risk Multi-Asset Multi-Manager Products and Solutions Seminar, New Haven, 21-23 March, 2017 Investment Management Seminars Contact EDHEC-Risk Executive Education Contact Us ERI Scientific Beta EDHEC PhD in Finance
Institutional Investment Four-University Rotating FinTech Conference: Wealth Management Systems for Individual Investors 26 April, 2017 - New York, United States




Four-University Rotating FinTech Conference

In the context of the fourth revolution, the digital revolution, which is likely to have a dramatic impact on the investment industry, four prominent academic institutions renowned for the quality and relevant of their educational and research programmes in finance and technology – EDHEC-Risk Institute, KAIST, Princeton and Tsinghua Universities – are partnering for the first time. Together, they will host an international series of rotational conferences on financial technologies and offer a forum that will facilitate discussion among all interested parties (academics, practitioners and regulators) around the world.

The conferences will take place annually, starting on 26 April 2017 with the Four-University Rotating FinTech Conference: Wealth Management Systems for Individual Investors, which will take place on Princeton Campus, and jointly organised by EDHEC-Risk Institute and Princeton University ORFE department.

Leading experts from the US, Asia and Europe will be featured at the conference, including, Andrew Yao (Turing Award recipient and founder of IIIS FinTech Center at Tsinghua University), Woo Chang Kim (Associate Professor at KAIST), Lionel Martellini (Director of EDHEC-Risk Institute), and John Mulvey (Professor and founding member of the Bendheim Center for Finance at Princeton University).

Program - 26 April, 2017

Morning Sessions (9:00am-12:45pm)
  • 9:00am-9:15am: Opening Address
    John Mulvey, Professor of Operations Research and Financial Engineering, ORFE Department, Princeton University
    Lionel Martellini, Professor of Finance, EDHEC Business School, and Director, EDHEC-Risk Institute

  • 9:15am-10:15am: Mass-Customisation of Goal-Based Investment Solutions: The New Frontier in Digital Wealth Management Services
    Lionel Martellini, Professor of Finance, EDHEC Business School, and Director, EDHEC-Risk Institute

  • 10:15am-11:15am: Goal-Based Investment via Multi-Stage Stochastic Goal Programming for Robo-Advisor Services
    Woo Chang Kim, Associate Professor, Industrial and Systems Engineering Department, and Head, KAIST Center for Wealth Management Technologies, Korea
    Advanced Institute of Science and Technology (KAIST)


    11:15am-11:45am: Morning Break

  • 11:45am-12:45pm: Applying machine learning concepts for asset allocation and ALM
    John Mulvey, Professor of Operations Research and Financial Engineering, ORFE Department, Princeton University

  • 12:45pm-2:00pm: Luncheon talk: Big Data - Yesterday, Today and Tomorrow
    John Mashey, Consultant, Techviser
Afternoon Sessions (2:00pm-5:00pm)
  • 2:00pm-3:00pm: FinTech: Drawing Strengths from Computing Theories
    Andrew Yao, Professor and Dean of Institute for Interdisciplinary Information Sciences (IIIS), Tsinghua University

    3:00pm-3:30pm: Afternoon Break

  • 3:00pm-4:15pm: Savings and Investing to Achieve Retirement Goals: an Update Given Current Market Assumptions
    Reading of exclusive John C. Bogle's report, Founder of The Vanguard Group and President of the Bogle Financial Markets Research Center with comments from roundtable's panelists

  • 4:15pm-5:30pm: Roundtable The Rise of RoboAdvisors: A Threat or an Opportunity for the Wealth Management Industry?
    Moderator: Wall Street Journal (TBC)
    Panelists:
    Thomas Bauerfeind, Managing Director, Protinus
    Anil Suri, Managing Director, Head of Portfolio Construction & Investment Analytics, Merrill Lynch Wealth Management
    Changle Lin, Assistant Professor, Institute for Interdisciplinary Information Sciences (IIIS), Tsinghua University
    Pierre Laroche, Vice President – Business Strategy, Wealth Management, National Bank of Canada
    Daniel Egan, Director of Behavioral Finance and Investments, Betterment
    Arthur Berd, Founder and CEO, General Quantitative


    5:00pm-6:00pm: Drinks Reception
Speakers' biographies



Related Event - 27 April, 2017


Those who are interested and have registered for the Fintech conference on 26 April will have the opportunity to stay at the Princeton Campus on 27 April for a related event, dedicated to exclusive in-depth tutorial classes and demonstrations (on machine learning in finance, goal-based investing, digital wealth systems and more). Please consult the tutorial classes and demonstrations program for 27 April:

Morning Demonstrations (9:00am-12:00pm)
  • 9:00am-10:30am: Demo of EDHEC-Risk digital tools for the design and production of improved forms of target date investment solutions and goal based investment solutions
    Lionel Martellini, Professor of Finance, EDHEC Business School, and Director, EDHEC-Risk Institute

  • 9:00am-10:30am: The Protinus Individual Financial Planning System
    Thomas Bauerfeind, Managing Director, Protinus

  • 10:30am-12:30pm: Financial Planning via Samsung Financial Systems
    Samsung

  • 10:30am-12:30pm: Financial Planning via Ant Financial Systems
    Alibaba

    12:00pm-1:30pm: Lunch
Afternoon Tutorials (1:30pm-4:15pm)
  • 1:30pm-2:45pm: The Evolution of Asset Classes: Lessons from University Endowments
    • Survey reveals wide disparity on asset categories for large U.S. Endowments
    • Where to find international best practice
    • How to apply machine learning concepts to asset allocation
    • Can institutional investors increase the probability of survival and achieving their goals over long-time periods?
    John Mulvey, Professor of Operations Research and Financial Engineering, ORFE Department, Princeton University

  • 1:30pm-2:45pm: Goal-based investing: General principles and applications in retail and private wealth management
    Lionel Martellini, Professor of Finance, EDHEC Business School, and Director, EDHEC-Risk Institute

  • 3:00pm-4:15pm: A Survey of Data Driven Optimization
    Mengdi Wang, Assistant Professor ORFE Department, Princeton University

  • 3:00pm-4:15pm: Robust Portfolio Models
    Woo Chang Kim, Associate Professor, Industrial and Systems Engineering Department, and Head, KAIST Center for Wealth Management Technologies, Korea Advanced Institute of Science and Technology (KAIST)
Registrations for the conference are limited to 100 seats (40 seats for the tutorial classes). To book your seat, please visit the dedicated registration website. Should you need any help with your registration, please contact Maud Gauchon at maud.gauchon@edhec-risk.com or on +33 493 187 887.



Related Event - 28 April, 2017

Participants will also have the opportunity to attend another related event on 28 April, organised by Princeton University, which will focus on the business and regulatory implications brought about by the Fintech revolution. Please visit the dedicated website to consult the program and register for the event on 28 April.



Fees & Registration

Registration fee April 26 Wealth Management Systems for Individual Investors Conference: USD 150.00.
Registration fee April 27 Tutorial Classes and Demonstrations: USD 100.00.


To register, please visit https://www.regonline.co.uk/EDHECRiskPrinceton2017 before April 10, 2017.

The registration fee includes a buffet lunch, refreshments and conference documentation. Delegates may be refused admission if payment is not received prior to the conference. Accommodation is not included.

Conference documentation designed by EDHEC-Risk Institute and Princeton University will be made available online to all delegates. EDHEC-Risk Institute and Princeton University reserves the right to alter the program without notice.

Cancellation Policy

Given the moderate conference fee, we do not accept cancellations; invoiced sums will remain payable in full. If a registered delegate is unable to attend, a substitute delegate from the same organization is welcome at no extra charge.

Billing and payment

The fee is billed following registration and must be settled before the conference begins. Payment can be made by credit card.


Event Details
  When   Between 26/04/2017 08:30 AM and 26/04/2017 06:00 PM
Where   School of Engineering and Applied Science, Princeton University Friend Center, corner of Olden & William Streets, Princeton, NJ 08544, United States
 
Contact Details
  Name   Maud Gauchon
E-mail   maud.gauchon@edhec-risk.com
Phone   +33 493 187 887
 
Attachments
  Program