AWARD - IQI received its second Top Guns award by PSN, August 19, 2024.
The Global Equity (IQI Global Equities) strategy was recognized as a PSN Top Guns Bull and Bear Masters in Zephyr's PSN manager database for Q2 2024. PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. Bull & Bear Masters peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters. PSN was not compensated for the award other than licensing the PSN award logo depicted. IQI Global Equities currently has one client invested in the strategy.
Bloomberg – The Future Investor: Navigating a Complex, Data-Driven World, February 27, 2024
Artemiza Woodgate participated on a panel discussing AI and Data Analytics: The Path to Unleashing Hidden Insights, together with Kate El-Hillow, Global CIO Russell Investments, and Lule Demmissie, CEO eToro USA. Home | The Future Investor: Navigating a Complex, Data-Driven World (bloomberglive.com)
AWARD - IQI Named a Top Guns Manager in PSN/Zephyr Performance Rankings, November 17, 2023
The US Micro Cap (IQI US Microcap) strategy was recognized as a PSN Top Gun (2 stars) in Zephyr's PSN manager database for 3Q 2023. Managers in the 2-Star Category had one of the top ten returns for the one-year period in their respective strategy. PSN Top Guns performance rankings are tabulated for thousands of strategies across 75 peer groups subdivided by increasingly rigorous screens and reported in ascending classes from 1-6 stars. PSN was not compensated for the award other than licensing the PSN award logo depicted. IQI US Microcap currently has two clients invested in the strategy.
ALTSSEA, October 19, 2023
Giorah Bour interviewed Anneliese Vance-Sherman on the use of machine learning for economic data analysis.
Neudata – San Francisco Data Summit, 28 September, 2023
Artemiza Woodgate presented on “Every Data, Everywhere, All at Once” – quant investing data needs. San Francisco Data Summit 2023 (neudata.co)
Fincast in Puget Sound, May 19, 2023
Giorah Bour sat down with Roy Hamrick, part of the Fincast in Puget Sound podcast series, where they discussed ethics in the realm of finance, and why ethics plays a pivotal role in the shaping of the future of the financial industry. Fincast in the Puget Sound meets with R. Hamrick - YouTube
OCIO West Summit - March 2, 2023
Artemiza Woodgate presented on a Panel at the OCIO West Summit together with John McLaughlin, CFA, CAIA, and Gregory Metzger.
Neudata - Boston Data Day for Investors, March 2, 2023
Timothy Bryant presented on Creating an Alpha with ChatGPT
https://www.neudata.co/events/the-boston-data-day
MIT Sloan Investment Conference: Navigating the Turbulence, February 10, 2023
Artemiza Woodgate joined Kathryn Kaminski, Akshay Padmanabha, and Sanjay Rajpal talking about the quant perspective.
https://sloaninvestmentconference.org/
Neudata - Deep Dive on The Inflating Economy, July 21, 2022
Artemiza Woodgate joined Christian Takoushi on a panel discussing The Complex Economic Forces Shaping Prices.
https://www.neudata.co/events/the-inflating-economy
HFM US Emerging Managers Summit, March 2, 2022
Artemiza Woodgate presented on Launching a Quant Fund.
https://app.qwoted.com/opportunities/event-hfm-us-emerging-managers-summit-2022
HFM US Quant Summit, February 2, 2022
Artemiza Woodgate was on a panel with Dalip Awasthi and Howard Siow discussing Inflation and Market Resurgence.
https://app.qwoted.com/opportunities/event-with-intelligence-hfm-us-quant-summit-2022
HFM Virtual Symposium North America, September 23, 2021
Artemiza Woodgate was on a panel discussing "Leveraging NLP/AI in the fundamental investment process"
Home | HFM Virtual Symposium US September 2021
Neudata - Data Insights & Scouting Summit, September 20-23, 2021
Artemiza Woodgate was a judge on the Shark Tank Competition
HFM Connect article, May 27, 2021
Artemiza Woodgate contributed to Women in Hedge - Building an Inclusive Workplace for Working Parents. Women in Hedge - Building an Inclusive Workplace for Working Parents | HFM Connect
Neudata Spring Summit, March 23, 2021
Artemiza Woodgate presented on "Quant investing and Inflation".
https://www.neudata.co/events/spring-online-summit
HFM US Quant Summit, February 25, 2021
Artemiza Woodgate was on a panel discussing "Mapping out the future for Quants in 2021 and beyond".
https://www.usquantsummit.com/agenda
HFM US Emerging Managers Summit, February 9, 2021
Cybersecurity is of critical importance to the asset managers, irrespective of size. In this panel Artemiza Woodgate discussed cyber security with a remote workforce: infrastructure, communication, security, with Frank Matarese from SS&C Eze.
https://www.emergingmanagersummitus.com/agenda/session/460176
HFM US Technology Summit, January 26, 2021
Artemiza Woodgate had an in depth discussion on tech and data migrations with Chris Messer of Coretelligent, John Decker of Trian Fund Management, L.P.
https://www.hfmustechsummit.com/agenda/session/433985
Tactical Trading Investor Forum, December 2020
Artemiza Woodgate discussed Quants and Crisis Alpha: How Have Quantitative Traders Responded to 2020’s Wild Markets? - with Rufus Rankin, Francois Moreau, and Vasilis Petropoulos. https://youtu.be/oHLwbzTnaIw
HFM Together, Women in Funds Summit, December 2020
Artemiza Woodgate discussed Expanding your talent pool: hiring the best, with Reggie Dodge, Melinda Lilly, and James Koutoulas. HFM Together | Women in Funds Panel: Expanding your talent pool - hiring the best | HFM Connect
Kirsten Syverson discussed Developing and maintaining an inclusive culture with Faith Bowen, Boura Kym, and Terrance O'Malley. https://www.hfmconnect.global/posts/hfm-together-women-in-funds-panel-developing-and-maintaining-an-inclusive-culture
HFM European Quant Summit, October 2020
Artemiza Woodgate discussed Trading revolution: Quant trading and data-driven process – with Michael Tiano
Neudata Autumn Summit, September 2020
Artemiza Woodgate presented on Dealing with Dislocation: sink or swim for models – recording available upon request.
Artemiza Woodgate discussed Dealing with Dislocation: impact of covid on Quants – with Chris Longworth and Duncan Robinson. https://www.neudata.co/event/62248
HFM European Operational Leaders’ Summit, September 2020
Artemiza Woodgate discussed Fresh Signals: How the crisis has transformed data – with George Georgiou and Leola Ross. https://www.hfmconnect.global/videos/hfm_coo_1-2_freshsignals_1
Kirsten Syverson discussed Diversity and Inclusion in the hedge fund sector. https://www.hfmconnect.global/videos/video-hfm-together-diversity-and-inclusion-in-the-hedge-fund-sector
The mixed blessings of smart beta, Jayendran Rajamony, Artemiza Woodgate, Pensions & Investments, September 07, 2016, https://www.pionline.com/article/20160907/ONLINE/160909910/the-mixed-blessings-of-smart-beta
How Much Error Is in the Tracking Error? The Impact of Estimation Risk on Fund Tracking Error, Artemiza Woodgate, Andrew F. Siegel, The Journal of Portfolio Management, Winter 2015, 41 (2) 84-99; DOI: https://doi.org/10.3905/jpm.2015.41.2.084
Share Issuance and Cross‐sectional Returns, Jeffrey Pontiff, Artemiza Woodgate, Journal of Finance, Volume 63, Issue 2, April 2008, Pages 921-945, https://doi.org/10.1111/j.1540-6261.2008.01335.x
Performance of Portfolios Optimized with Estimation Error, Andrew F. Siegel, Artemiza Woodgate, Management Science, Volume 53, Issue 6, June 2007, Pages iv-1031, https://doi.org/10.1287/mnsc.1060.0664
A best-first search algorithm guided by a set-valued heuristic, James W. Lark III, Chelsea C. White III, Kirsten A. Syverson, IEEE Transactions on Systems, Man, and Cybernetics, Volume 25(7): 1097-1101 (1995), https://ieeexplore.ieee.org/document/391289
A hybrid algorithm for the multiple choice knapsack, James C. Bean, Kirsten A. Syverson, Department of Industrial and Operations Engineering, University of Michigan, Technical Report 90-33, November 1990 ban1240.0001.001.pdf (umich.edu)