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QuantUniversity Meetup: Regtech in Fintech

Thursday, August 10, 2017, 6:00 - 8:00 p.m.
50 Milk St, Boston, MA


Discussion Topics

  • Fintech innovation and regulation
  • Opportunities and the future for companies
  • Regulatory sandboxes: Try before adoption
  • Regulation landscape and changes anticipated in banking
  • What are companies doing to address regulatory risk?
  • What is QuantUniversity doing in this space?

Speaker Bio

Sri Krishnamurthy, CFA, CAP is the founder of, a data and Quantitative Analysis Company and the creator of the Analytics Certificate program ( and the Fintech Certificate program (www.analyticscertificatecom/fintech). Sri has more than 15 years of experience in analytics, quantitative analysis, statistical modeling and designing large-scale applications. Prior to starting QuantUniversity, Sri has worked at Citigroup, Endeca, Mathworks and with more than 25 customers in the financial services and energy industries. He has trained more than 1000 students in quantitative methods, analytics and big data in the industry and at Babson College, Northeastern University and Hult International Business School.


CFA Institute Conference: Fixed-Income Management 2017

Register before August 8 for $200 early-bird discount.
Plus -- CFA Society Boston members save an additional $100 by using discount code BOSFIM-17. 

Finding Opportunity through Differentiation
October 12–13, 2017
Westin Copley Place in Boston, Massachusetts 

Conference Details and Registration


After years of ZIRP (zero interest rate policy), what will be the pace and path to interest rate normalization? Is the neutral rate likely to be lower in the future given secular headwinds from such issues as aging populations in major economies, globalization, technology disrupters, and the debt supercycle? How will the blending of politics and policies in the United States alter the economic and financial market landscape? Do investment managers need to be more flexible and opportunistic to succeed in the new environment? With myriad fundamental questions lingering in today’s global debt markets comes an increased need for savvy bond investors who have the skills and insights to find opportunity through differentiation and deliver value to investors.

At Fixed-Income Management 2017, leading practitioners will navigate what is happening in global bond markets, take a closer look at the path of growth in developed and emerging economies, and discover where leading investors are finding opportunities, value, and protection against uncertainty.

Covering practical topics that focus on fixed-income sectors, security selection, and portfolio construction, this year’s conference brings together researchers, analysts, portfolio managers, and top strategists to focus on:

  • The sustainability of economic growth: What is the outlook for global economic growth? Are there upside and downside risks to this current period of economic stability? What is the outlook for inflation?

  • Lower-for-longer or rising rates? What is the path to rate normalization? How can investors prepare for the uncertainties surrounding a reversal of unconventional monetary policy? How and when will the US Federal Reserve be able to reduce its $4.5 trillion balance sheet?

  • Politics and policy: What will be the effects of politics and policies (including monetary, fiscal, trade, and exchange rates) on world economic growth and financial markets?

  • The active vs. passive debate in bond management: With trillions invested in passive-indexed bond funds, what is the future for active-bond management?

  • Credit and high-yield strategies: Are there still opportunities in investment-grade corporate and high-yield bonds, or have markets moved ahead of the fundamentals?

  • Impact of China: What will be the effects on markets of slower growth and high debt levels (including the rise of shadow bank lending) in China?

  • Emerging markets: Are emerging markets the global bright spot in terms of growth and opportunity? What are the downside risks? What are the most attractive emerging sovereign debt, credit, and currency markets?

  • Currencies: What effects will trade policy have on the US dollar and other currencies?

  • Portfolio management: Where will investors find the greatest value and opportunities in a range of fixed-income securities and sectors?

  • Future sources of volatility: After a long period of low market volatility, have investors become too complacent?

CFA Institute CE Credit

Qualifies for 12 credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE tracking tool.

This conference will be submitted to NASBA for credit review and may also qualify for continuing education credit from other organizations (e.g., the CFP Board and IIROC). Please contact your relevant organization for details on self-documenting credit for your participation.

Read more about Fixed-Income Management on Enterprising Investor.

Register before August 8 for $200 early-bird discount.
 Plus -- CFA Society Boston members save an additional $100 by using discount code BOSFIM-17.

Conference Details and Registration

Editor's Insights on Publishing in the CFA Institute Financial Analysts Journal®
CFA Institute Live Webinar

August 16, 2017, 8:00 — 9:00 a.m.
Speaker: Barbara S. Petitt, PhD, CFA
CE credit: 0 CE

Please note that this program is free and open to everyone regardless of membership status.

Register now

The purpose of this webinar is to provide practical insights on the CFA Institute Financial Analysts Journal that would help participants gain a better understanding of the editorial expectations to achieve publication in the Financial Analysts Journal. The webinar will be run by Barbara S. Petitt, PhD, CFA, head of journal publications at CFA Institute and managing editor of the Financial Analysts Journal. Join her to learn more about the peer-review process at the Financial Analysts Journal, and how to write papers that are suitable for a practitioner audience.

Barbara S. Petitt, PhD, CFA, is head of journal publications at CFA Institute and the managing editor of the Financial Analysts Journal. She was previously Director of Curriculum Projects. Prior to joining CFA Institute, she was director of online studies for Laureate Online Education and held academic positions in the U.S., the U.K., and France. She published peer-reviewed articles and a book on Valuation. She also consulted for corporate clients throughout her academic career. Barbara holds a master in management from EDHEC Business School, and a master in research and a PhD in finance from the University of Grenoble. She is a member of the Board of Directors of The Q-Group and INQUIRE UK.

Registered individuals who are unable to join in the live presentation will receive information via email about how to access the archived recording of the webinar.



Please note that this program is free and open to everyone regardless of membership status.