ACADEMIC RESEARCH. EXPLAINED.


The Democratize Quant mission is to turn academic insights into investment performance.

The event is a joint effort between Alpha Architect and Villanova University and serves as a complement to the long-standing MARC academic conference, which is hosted by the Villanova Finance Department. (Recent coverage of the event is available here and here.)

Benefits of the conference:

    • Low-cost admission (At-cost; excess “profits” go to Villanova)


      • Intimate environment (100 attendees; screened applications)


        • The pursuit of intellectual truth (No product-hawking; no story-telling; no jerks)


          • 7 hours of CFP® CE Credit. 1



          Who should attend? Investors looking to improve their knowledge:

            • Independent advisors


              • Family offices


                • Do-it-yourself HNW


                  • Academic and practitioner researchers



                  2020 Info
                  Agenda
                  Logistics

                  TOMORROWS IDEAS. TODAY.

                  MEET YOUR FACULTY

                  Jack Vogel, PhD

                  Alpha Architect

                  Itay Goldstein, PhD

                  Wharton

                  Charles Wang, PhD

                  Harvard

                  Eric Balchunas

                  Bloomberg

                  Tommi Johnsen, PhD

                  Independent

                  Liqian Ren, PhD

                  WisdomTree

                  Dave Nadig

                  ETF.COM

                  Peter White

                  Enjine

                  Steve Young

                  Enjine

                  Niki Boyson, PhD

                  Northeastern University

                  Alice Bonaime, PhD

                  Arizona

                  Wesley R. Gray, PhD

                  Alpha Architect

                  Jonathan Regenstein

                  RStudio

                  AGENDA

                  Pre-Event (March 18th): Client-Only Executive Education


                  *Invite-Only session for strategic Alpha Architect partners*Attire: Business casual

                  *Location: 213 Foxcroft Road, Broomall, PA 19008

                  Time Event Lead Faculty
                  9:00am Breakfast  N/A
                  10:00am Session 1  TBD
                  10:50am Break  N/A
                  11:00am Practical Application TBD
                  11:50am Break  N/A
                  1:00pm Session 2 TBD
                  1:50pm Break  N/A
                  2:00pm Practical Application TBD
                  2:50pm Break  N/A
                  3:00pm Session 3 TBD
                  3:50pm Break  N/A
                  4:00pm Practical Application TBD
                  4:30pm Break  N/A
                  6:00pm Entertainment TBD
                  
                  



                  Day 1 (March 19th) Agenda


                  *Attire: Business casual

                  *Location: Bartley Hall, 800 E. Lancaster Avenue, Villanova, PA 19085



                  Time Event Lead Faculty
                  8:00am Registration and Coffee Session  N/A
                  8:45am Dean’s Welcome and Opening Remarks Villanova Dean and Mike Pagano
                  9:00am The Future of Financial Services  Dave Nadig / Eric Balchunas
                  9:45am Break  N/A
                  10:00am Academic Updates: Payout policy and Share Repurchases  Alice Bonaime
                  10:45pm Break  N/A
                  11:00pm Academic Updates: Investment Factors  Jack Vogel
                  11:45am Break  N/A
                  12:00pm Delivering Investment Advice Niki Boyson / Tommi Johnsen
                  1:15pm Better Data for Better Outcomes Charles Wang / Liqian Ren
                  2:00pm Break  N/A
                  2:15pm Machine Learning Tools for Professional Investors Peter White and Steve Young
                  3:00pm Break N/A
                  3:15pm Fund Due Diligence Tools for Professional Investors Jonathan Regenstein and Wes Gray
                  4:00pm Break N/A
                  4:15pm Surprise Entertainment Session A Secret
                  4:30pm Closing remarks Wes Gray
                  6:00pm BBQ/Reception AA World Headquarters


                  Day 2 (March 20th) Agenda

                  *Attire: Business casual*Location: Bartley Hall, 800 E. Lancaster Avenue, Villanova, PA 19085
                  *Here is the official schedule on the Villanova Site.


                  Time Event Lead Faculty
                  8:15 Registration and Coffee Session  N/A
                  8:40 Opening Remarks Pagano
                  8:45 Dean’s Welcome N/A
                  9:00 Financial Markets Session Multiple
                  10:15 Distinguished Speaker TBD
                  10:45 Coffee Break N/A
                  11:00 Investments Session Multiple
                  12:15 Lunch and Keynote Itay Goldstein
                  1:30 Corporate Finance Session Multiple
                  2:45 Distinguished Speaker TBD
                  3:15 Coffee Break  N/A
                  3:30 Financial Institutions Session Multiple
                  4:45 Reception N/A



                  LOGISTICS

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                  Notes:

                  1. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER TM certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.