Fall Workshop

Nov 9th - Nov 10th 2017
The Ritz-Carlton

Today’s reality is pretty grim for investment managers, with fees under pressure from more demanding customers and low-priced passive products and unrelenting compliance costs from both US and European regulation. Investment management firms are responding by looking for operational efficiency and innovative offerings. Fortunately, those firms are able to put new artificial intelligence tools and other technologies to work in real-world business applications to save money and reduce risk. In the 2017 Fall Workshop, we’ll explore how new technologies are augmenting human capital and making the automation of knowledge work a reality.

Featured Speaker

Yascha Mounk

Lecturer, Political Theory, Government Department
Harvard University

Yascha Mounk sees liberal democracy in global crisis: Support for liberal democracy has fallen markedly across Western Europe and North America—and this development is especially stark in the U.S., and especially amongst its youth. Two-thirds of Americans born in the 1930s and ’40s state that living in a democracy is absolutely paramount, but less than one third of Americans born in the ’80s or ’90s would agree. Twenty years ago, 1 in 15 Americans desired military rule. Today, this number is 1 in 6. And yet, the alternatives to liberal democracy are grim. Populist, authoritarian parties erode the checks and balances of the rule of law, the judiciary system and free press. They discard the rights of citizens and push more people out of the sphere of politics. And they ride waves of racial animosity, promising violence, or imprisonment, for those who resist. In this session, we’ll examine the reasons for the decline in support for liberal democracy and the steps necessary to combat populism.

View agenda

Advisory Board

Pete Noll
Senior Vice President, Chief Information Officer
Acadian Asset Management, LLC

Neal Pawar
Chief Technology Officer
AQR Capital Management, LLC

Gina Pala
Vice President, Information Technology
British Columbia Investment Management Corporation

Oleg Olovyannikov
Chief Technology Officer
Elliot Management Corporation

Jack T. Smith
Chief Information Officer
Federated Investors, Inc.

Priscilla Moyer
Senior Vice President and Chief Information Officer
Franklin Resource

John Whitney
Vice President - Information Technology
Montag & Caldwell

Seetharam Gorre
Chief Information Officer
Point 72 Asset Management, L.P.

Stan Wasilauski
Chief Technology Officer
State Street Global Advisors

Janice Guimond
Vice President and Chief Operating Officer
Thrivent Asset Management

David Sprows
Partner and Chief Information Officer
Wellington Management Company, LLP


The Ritz-Carlton

10 Avery Street
Boston, MA 02111
United States

Few American cities are as rich in history, culture and tradition as Boston. The Ritz-Carlton Boston is a luxury hotel in a city that was once the cradle of liberty and is now a center of arts, academics and athletics. Holding a coveted location near the city’s iconic Freedom Trail and the theater and financial districts, the Ritz-Carlton, Boston boasts attractive 5-star amenities including locally inspired dining, stylish accommodations, a luxury spa and fitness center and its own $1 million art collection.


Registration is limited to members of the Financial Technology Forum. If you wish to obtain more information on joining this membership please email us and member of our team will be in touch shortly. We look forward to having you with us.



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