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Natural Language Processing (NLP) for Financial Services
Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.

Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG. Bill Kelly, CEO, CAIA Association along with Mehrzad Mahdavi, Executive Director, FDP Institute will discuss the current state of NLP and implications for financial services with Julia Bonafede, Co-Founder of Rosetta Analytics and Dan Joldzic, CEO, Alexandria Technology.

The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science.

Presentation will last approximately 45 minutes followed by 15 minutes for Q&A. Session will be recorded, and the recording link will be sent to those who have registered for the webinar.

Aug 16, 2022 08:30 PM in Eastern Time (US and Canada)

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Bill Kelly, CAIA
CEO @CAIA Association
William (Bill) J. Kelly is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company.
Mehrzad Mahdavi, PhD
Executive Director @FDP Institute
Mehrzad is the Executive Director of the FDP Institute. He is also the Chairperson of the Board of LanesX and TenRivers. Prior to his current position, Mehrzad was CEO of CyberSafe ID, the Chief Digital Officer of Weatherford Intl, and a Global Vice President of Schlumberger. Mehrzad began his career as a Research Scientist at Battelle Labs. Mehrzad is a business and technology leader with an international reputation and career focusing on digital transformation in multiple sectors including financial services, high technology, industrials, and energy. PhD, Nuclear Science, University of Michigan and Post Doc, University of Michigan.
Julia Bonafede, CFA
Co-Founder @Rosetta Analytics
Julia has spent the past several years with Co-Founder Angelo Calvello, and the amazing Rosetta Science Team focused on research and development of Rosetta Analytics advanced AI Investment Platform. Prior to co-founding Rosetta Analytics, Julia spent 24 years building teams and offices at Wilshire Associates. Julia served as President of Wilshire Consulting and was a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. She led over 90 consulting professionals servicing more than 200 client relationships with AUA of over $1 Trillion. She brought a strong history and philosophy of portfolio risk management and research to Wilshire Consulting where she and her team expanded the consulting business into Outsourced CIO and Risk Consulting services for clients. Ms. Bonafede served as strategic consultant to large state and corporate pension funds, and endowment and foundation clients. She has spoken at industry conferences on a wide range of topics.
Dan Joldzic
CEO @Alexandria Technology
Dan Joldzic served dual roles as a portfolio manager and research analyst at Alliance Bernstein over six years before joining Alexandria in 2008. As a portfolio manager, he oversaw management of Alliance Bernstein Enhanced Index portfolios with assets under management of $3.5 Billion. As an analyst, he employed quantitative analysis to improve performance in equity and currency accounts. In his former capacity, he has dealt first hand with the difficulty of extracting relevant data from large bodies of information. Dan has a BS in Finance from Pennsylvania State University and is a CFA and FRM charterholder.