Forecast Lunch, Auckland - CFA Society New Zealand

Thursday 8 November 2023, at the Northern Club, Auckland.

Small Caps: Party Like It’s 2000? September 21, 2023
The legendary musician Prince exhorted us to “Party Like It’s 1999,” but today, as a small-cap stock investor, I’d flip the calendar one year ahead, to 2000.
David Barr, CFA
How Do Performance Metrics Correlate? Might Fund Managers Cherry-Pick? September 18, 2023
With various performance metrics to choose among, might fund managers be tempted to cherry-pick those that reflect most favorably on their performance?
Derek Horstmeyer
The Benefits of Using Economically Meaningful Factors in Financial Data Science September 11, 2023
As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?
Joseph Simonian, PhD