February 27, 2024 | Chicago, IL
The Future Investor
In an era increasingly dominated by artificial intelligence, data, and advanced analytics, having a better understanding of how these technologies are being utilized is paramount. Successful businesses will be those equipped with reliable research capabilities, the acumen to derive meaningful insights, and the proficiency and software to leverage precise data sets. Moreover, investors and creditors, now more than ever, are leaning on robust financial analysis and algorithms to grasp whether a company, asset, or product is of intrinsic value.
Our 2024 Future Investor series will examine how data is playing a pivotal role across the financial landscape.
For today’s fastest growing companies, it is shaping behaviors and empowering industry leaders to make strategic decisions, optimize operations, and in turn, unlock shareholder value.
For seasoned investors, the indispensable nature of data is shaping holistic investment strategies that are looking to go beyond just exploiting market inefficiencies and mitigating risk.
For the newest generation of market participants, accessibility to data and ever-expanding digital solutions are allowing the democratization of investing like never before.
However, when it comes to the importance of financial decisions and truly understanding risk profiles, we still see human touch playing an important role. What’s the right mix of human and machine? How do we navigate the fine line between algorithms and analytics and human intelligence and insight? And where should the responsibility lie in the collaborative dance between these two to ensure ethical and transparent financial decision-making?
Together, we will explore, learn, and collectively chart a course for a future where data not only plays a pivotal role in investment decisions but serves as a driving force behind the construction of innovative, investable enterprises.
February 27 - Tuesday
Registration and Networking
Event Program
Watch the program LIVE on bloomberg.com/live/stream
4:40 PM CST – Welcome Remarks
4:45 PM CST – Tracking Innovation and Transformation In Corporate America
Hear how one legacy company is prioritizing AI, leveraging data, and deploying analytics to solve its most critical business problems and deliver customer and shareholder value.
- Eric Huls, SVP, Chief Data Officer, Allstate Insurance
- Moderator: Anurag Rana, Senior Technology Analyst, Bloomberg Intelligence
5:05 PM CST – AI and Data Analytics: The Path to Unleashing Hidden Insights
As AI has exploded exponentially in all facets of our lives, its role in the aggregation of data is fast becoming clear. What is less so, perhaps, is how it can uncover hidden insights and drive informed decision-making in our financial lives. Join us as we discuss real-world applications of AI and data analytics, explore the challenges and opportunities it presents in managing portfolios, and share strategies for leveraging the technology effectively.
- Lule Demmissie, CEO, eToro US
- Kate El Hillow, Global Chief Investment Officer, Russell Investments
- Artemiza Woodgate, Founding Partner & Chief Investment Officer, Integrated Quantitative Investments
- Moderator: Isis Almeida, Chicago Bureau Chief, Bloomberg
5:35 PM CST – Invesco QQQ Sponsor Spotlight: Rethinking Innovation
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
- Moderator: Michelle Lynn, Global Head of Data, Insights & Planning, Bloomberg
5:40 PM CST – Building A Data-Driven Business
Delve into the dynamic world of data-driven innovation with a leader who is spearheading such efforts at Mondelēz. We’ll hear about the inner workings of this industry giant including the strategic nuances behind leveraging data to understand consumer behaviors, propel innovation, and steer business decisions.
- Jie Cheng, VP & Global Head of Digital Commerce, Mondelēz International
- Moderator: Anurag Rana, Senior Technology Analyst, Bloomberg Intelligence
Networking Reception
Speakers
Lule Demmissie
President Ally Invest
Michelle Lynn
Global Head of Data, Insights & Planning Bloomberg
Anurag Rana
Sector Head & Senior Equity Analyst, Software & IT Services Bloomberg Intelligence
Paul J. Schroeder
QQQ Equity Product Strategist InvescoSponsor
From tech innovators like Apple and Google to lesser-known biotech and media names, Invesco QQQ ETF provides access to Nasdaq-100 companies changing the world – all in one ETF. Invesco QQQ is committed to innovation and offering investors access to fast-growing sectors. Rethink what’s possible with Invesco QQQ ETF. To learn more about QQQ and the risks involved in investing in ETFs, including possible loss of money, visit our website. Holdings are subject to change and are not buy/sell recommendations. Invesco Distributors, Inc.