BIG DATA TOOLS FOR PORTFOLIO MANAGEMENT

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1 EXECUTIVE EDUCATION BIG DATA TOOLS FOR PORTFOLIO MANAGEMENT UNDERSTANDABLE APPLICABLE UNIQUE

2 PANTHERA SOLUTIONS ASSET ALLOCATION SEMINARS 2017 Please contact us for full seminar descriptions or TRUSTS FAMILY OFFICES WEALTH MANAGERS INVESTMENT COMPANIES PRIVATE & REGIONAL BANKS TARGET GROUPS TOP A critical appraisal of traditional asset allocation techniques, followed by INTRODUCTION TO THIRD GENERATION ASSET ALLOCATION TWO DAYS DE/EN principles of a new generation, grouped in 5 practical building blocks. Learn how to spot strategic asset allocation myths and how to manage your own STRATEGIC ASSET ALLOCATION AND APPLIED BEHAVIORAL FINANCE ONE DAY DE/EN investment behavior to construct diversified multi-asset portfolio. NUDGING TOOLS FOR PROFESSIONAL INVESTMENT TEAMS Learn how to effectively incentivize investment teams to make more rational investment decisions and proactively manage cognitive biases. ONE DAY DE/EN Learn methods (risk factor diversification and multi-objective optimization) to BUILDING GLOBAL MULTI-ASSET PORTFOLIOS ONE DAY EN/FRA passively create your own globally diversified multi-asset portfolio. Dr. G. Gadzinski KEY MARKETING STRATEGIES IN INVESTMENT MANAGEMENT Learn how to win new clients, keep the current ones loyal by communicating the right messages and providing unique value. ONE DAY EN/ITA Luca Signoretti Learn about best practices in the selection, due diligence and monitoring of Liquid INVESTING IN LIQUID ALTERNATIVES ONE DAY EN/FRA Alternatives. Learn how practical methods increase the visibility of risk exposures by applying ADAPTIVE RISK MANAGEMENT METHODS FOR PRACTITIONERS ONE DAY DE/EN risk factor diversification and alternative quantitative & qualitative risk measures. Frederic Fevre CULTURE OF COMPLIANCE IN INVESTMENT MANAGEMENT Learn which cultural aspects and instruments are relevant to create a culture of compliance not only for regulators, but primarily to enhance your investment edge ONE DAY DE/EN BIG DATA TOOLS FOR PORTFOLIO MANAGEMENT QUANT Q2-17 Learn how to use big data tools to build and/or benchmark your current portfolios. This seminar involves Python and VBA programming. TWO DAYS EN/FRA Dr. G. Gadzinski TAKING INVESTMENT DECISIONS FOR RISK-AVERSE INDIVIDUALS Learn quantitative and qualitative methods to assess individual risk preferences and apply them to build risk aversion adjusted portfolios. ONE DAY EN/FRA Dr. G. Gadzinski Page: 2

3 BIG DATA TOOLS FOR PORTFOLIO MANAGEMENT SEMINAR DESCRIPTION The vast proliferation of data and increasing technological complexities continue to transform the way industries operate and compete. Financial services, in particular, have widely adopted big data analytics intending to inform better investment decisions with consistent returns. AVAILABLE SEMINAR LANGUAGES EN FR TRUSTS FAMILY OFFICES WEALTH MANAGERS INVESTMENT COMPANIES PRIVATE - UND REGIONAL BANKS TARGET GROUPS This seminar provides useful tools for practitioners to manage big datasets and apply big data analytics with two widely-used programing languages: VBA and Python. Participants will develop their own automated trading strategies and utilize neural network methodologies to clone their portfolios and use the clones as benchmarks. Page: 3

4 BIG DATA TOOLS FOR PORTFOLIO MANAGEMENT APP ANNOTATION Participants will apply the taught method LEARNING OBJECTIVES Learn how to use big data tools to build and/or benchmark your current portfolios. This seminar involves Python and VBA programming. Applying tools to create and backtest automated trading strategies in Python Applying tools to build tailored portfolio benchmarks LECTURER Prof. Gregory Gadzinski LENGTH 2 Days 8 x 1.5h Blocks 7.5 h per day incl breaks TIME TOPIC AGENDA Day 1 BIG DATA WITH VBA FINANCIAL ANALYTICS WITH PYTHON Introduction to Visual Basic for Applications (VBA): analysis and visualization, real-time data streaming. Introduction to the Python language and libraries, like IPython, NumPy and Pandas. Combining Python with Excel. Learn how to replace and complement VBA by Python. Write User Defined Functions to bring financial analytics with Excel to the next level. Day 2 FLEXIBLE BACKTESTING Advanced time series management, backtesting and implementation of automated trading strategies in Python. APP DETAILED SEMINAR AGENDA INDEX TRACKING WITH NEURAL NETWORKS Index tracking, portfolio tracking with Neural Networks. Learn how to track a portfolio with few stocks and low validation error. Optimization of the trackers: seeking diversification and outperformance during periods of drawdowns. APP Page: 4

5 THE PANTHERA SOLUTIONS LECTURER Mag. MARKUS SCHULLER, MBA, MScFE has 15+ years experience in trading, structuring and managing standard and alternative investment products. Prior to Panthera Solutions, Markus worked in executive roles for a Long/Short Equity Hedge Fund for which he developed the trading algorithm. He was one of the first in Europe to fit hedge fund strategies into UCITS III compliant structures. Markus started his career by working for renowned banks as Equity/ Derivatives Trader and Macro Analyst. Markus founded Panthera Solutions in 2009 in the Principality of Monaco, using his extensive sell-side know how for now advising professional investors. He is a regular speaker at international investment conferences on Asset Allocation and Risk Management topics. Markus acts as a regular commentary contributor to German/Austrian/ Swiss quality media as financial markets expert. His co-authored book "Portfoliomanagement in Unternehmen" (Springer Verlag, 2014) received strong review scores beyond the investment community. His OECD Insights articles are regularly cited in international publications. Since 2009 Markus teaches the courses Portfolio Theory & Alternative Assets and Investment Banking at the International University of Monaco, the latter also at the Danube University in Austria. GREGORY GADZINSKI, PhD Dr. Gadzinski is a full-time professor of Finance and Economics at the International University of Monaco, trusted with teaching a wide range of courses in the DBA, MBA and MFIN programs. He was previously an Assistant Professor of Economics at the Chair for International Economics in Cologne, Germany. Dr. Gadzinski was also a full-time researcher at the Hedge Fund Research Institute in Monaco. His consultancy experience includes mandates at ALPSTAR Management, a multi-strategy hedge fund and at the European Central bank, DG Research, Frankfurt, Germany. Dr. Gadzinski has a PhD from the Universite de la Méditerranée, France, a postgraduate degree in Mathematical Economics and Econometrics and a Magistère Ingénieur Economiste" from the University Aix-Marseille II. Furthermore he was a pre-doc Marie- Curie fellow at the Center of Operation Research (CORE) at the University of Louvain-la- neuve in Belgium. Dr Gadzinski has published several scientific articles in prestigious journals such as the Journal of Asset Management, the Journal of Hedge Funds and Derivatives, and the Journal of Investing.

6 STOCK EXCHANGE COOPERATIONS SEMINAR COOPERATIONS Page: 6

7 SELECTION OF PARTICIPATING COMPANIES IN OUR SEMINARS WITH COOPERATING STOCK EXCHANGES

8 CONTACT US 49, Avenue Hector Otto MC Monaco Company ID 09P07550 DISCLAIMER This material is for your information only and is not intended to be used by anyone other than you. It is directed at professional clients and eligible counterparties only and is not intended for retail clients. The information contained herein should not be regarded as an offer to sell or as a solicitation of an offer to buy any financial products, including an interest in a fund, or an official confirmation of any transaction. Any such offer or solicitation will be made to qualified investors only by means of an offering memorandum. The material is intended only to facilitate your discussions with Panthera Solutions as to the opportunities available to our clients. The given material is subject to change and, although based upon information which we consider reliable, it is not guaranteed as to accuracy or completeness and it should not be relied upon as such. The material is not intended to be used as a general guide to investing, or as a source of any specific investment recommendations. Past performance is not a guide to future performance. Future returns are not guaranteed and a loss of principal money may occur Panthera Solutions. All rights reserved. Page: 8