May 7, 2024 | San Francisco, CA
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.
May 7 - Tuesday
Registration and Networking
The Future Investor: Data Powered Transformations
Watch the program LIVE https://www.bloomberg.com/live/stream
4:30 PM PDT – Welcome Remarks
- Lisa Mateo, Business Correspondent, Bloomberg
4:35 PM PDT – Leveraging Data to Optimize the Customer Experience
In an increasingly competitive business landscape, market leading companies will be those that learn how to delight their customers in real-time and with personalized service. Winning companies are harnessing data to get a 360° view of the customer to make product and service offerings and mitigate problems in a timely and accurate manner. These panelists will share how they leveraged data to transform the customer experience, improve customer loyalty and grow the business.
- Charu Jain, Senior Vice President, Merchandising & Innovation, Alaska Airlines
- Andrew Reiskind, Chief Data Officer, Mastercard
- Fiona Tan, Chief Technology Officer, Wayfair
- Moderator: Lisa Mateo, Business Correspondent, Bloomberg
5:05 PM PDT – Invesco QQQ Sponsor Spotlight: Rethinking Innovation
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
- Moderator: Michelle Lynn, Global Head of Data, Insights & Planning, Bloomberg
5:10 PM PDT – Unlocking Value for the Business and the Customer
Businesses are using advanced technology to unlock value all along the value chain, from marketing and sales to customer service, by gaining access to real-time information. In addition to creating efficiencies and increasing productivity, businesses now have the power to unify data and build rich, actionable customer profiles in real-time to deliver the right experience for each customer. This discussion will cover various ways that businesses are experiencing data powered transformations that unlock value throughout the enterprise and for the customer.
- Alon Amit, Vice President, Product, Intuit
- Moderator: Brody Ford, Reporter, Bloomberg
5:30 PM PDT – 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, and share strategies for leveraging the technology effectively.
- Camilla Matias Morais, Chief Operating Officer, Brex
- Shri Santhanam, Executive Vice President Analytics & AI, Experian
- Hui Wang, Senior Vice President of Global Analytics & Data Science, PayPal
- Moderator: Diksha Gera, Senior Analyst, Fintech & Payments, Bloomberg Intelligence
6:00 PM Closing Remarks
Networking Reception
Speakers
Alon Amit
Vice President, Product Intuit
Diksha Gera
Senior Analyst, Asia Financials Bloomberg Intelligence
Charu Jain
Senior Vice President, Merchandising & Innovation Alaska Airlines
Michelle Lynn
Global Head of Data, Insights & Planning Bloomberg
Lisa Mateo
Business Correspondent Bloomberg
Camilla Matias Morais
Chief Operating Officer Brex
Andrew Reiskind
Chief Data Officer Mastercard
Shri Santhanam
Executive Vice President Analytics & AI Experian
Paul J. Schroeder
QQQ Equity Product Strategist Invesco
Fiona Tan
Chief Technology Officer Wayfair
Hui Wang
Senior Vice President of Global Analytics & Data Science PayPalSponsor
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.