By |Published On: September 11th, 2013|Categories: Uncategorized|

Democratize Quant Conference Survey

We are exploring a “Democratize Quant” conference concept.

The mission of the event would be to educate investors on the benefits of applying quantitative tools in their investment process.

Unlike the typical investment conference, our focus would be less on “pitching product” and more about learning and education. For example, instead of listening to a speaker talk about their tactical asset allocation investment strategy, they would speak more broadly about tactical asset allocation–what it is, how it works, discuss various angles on the approach, etc.

The cost of the event would be ~$50-100 and would cover the costs of food and the venue.

The event would likely be held in the Philadelphia, PA area.

The schedule below would represent a high-level outline of the event:
8:30 – 9:00 Welcome reception; Breakfast
9:00 – 9:30 Opening Remarks; What is Quant?
9:30 – 10:20 Behavioral Finance
10:30 – 11:20 The Evidence: Man vs. Machine
11:30 – 12:20 Why Quant Fails and Where Man Succeeds
12:30 – 1:30 LUNCHEON BUFFET: Do-it-yourself Family Office Management
1:30 – 2:50 PANEL “Systematic Asset Allocation Strategies”
3:00 – 4:20 PANEL “Systematic Equity Strategies”
4:30 – 5:30 Reception

Please fill out the survey:

Democratize Quant Conference Survey

If we have enough demand, we’ll aim to put something together in the coming months.

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About the Author: Wesley Gray, PhD

Wesley Gray, PhD
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. He recently finished the Leadville 100 ultramarathon race and promises to make better life decisions in the future.

Important Disclosures

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice.  Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).

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