Democratize Quant Conference Concept

Democratize Quant Conference Concept

September 11, 2013 Uncategorized
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(Last Updated On: September 11, 2013)

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.

Note: This site provides NO information on our value investing ETFs or our momentum investing ETFs. Please refer to this site.

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Definitions of common statistics used in our analysis are available here (towards the bottom)

About the Author

Wesley R. Gray, Ph.D.

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, 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 that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes,, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.