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The Use of Analytical Data Across the Investment Process

June 13, 2018: 6:30 PM - 8:15 PM

Co Host: Bloomberg LP

The Chicago Booth Alumni Club of NYC welcomes you to a panel discussion on "The Use of Analytical Data Across the Investment Process". 

Learn more.


Wells Fargo
Basement Auditorium - "Central Park West"
150 East 42nd Street
New York, NY

Driving Directions:

South side of 42nd between 3rd Ave and Lexington.





Register Online
Deadline: 6/11/2018


David Hogan, '02

Event Details

The Chicago Booth Alumni Club of NYC welcomes you to a panel discussion on "The Use of Analytical Data Across the Investment Process". Analytical analysis has made huge leaps in the last 20 years in areas of fundamental research, "alternative data", Algorithmic and Traditional trading, and Risk with the surge in computing power and overall creation of new data sets. Our panel of experts explain how they use these new technologies to help make better investment decisions.

Speaker Profiles

Megan Morgan , '06 (Panelist)
SVP - Head of Equity & Index Sales, Eurex

Megan Morgan is Senior VP - Head of Equity & Index Sales for the Americas at Eurex, one of the world's leading derivatives exchanges. Megan started at Eurex in 2011 and spearheaded the Exchange's successful efforts to grow the VSTOXX® futures market as Head of VSTOXX® Global Sales. Prior to Eurex, Megan worked for European Climate Exchange, where she built US-participation in the EU Carbon Market. Megan holds an MBA from the University of Chicago Booth School of Business and an undergraduate degree from the University of North Carolina at Chapel Hill. Recently, Megan launched One Refugee Child, a project-based non-profit helping Syrian refugee children.

Karim Mawji (Panelist)
Co-CEO and Head of Research, Paragon Intel

Mr. Mawji is Co-CEO and Head of Research. Paragon Intel provides radical transparency around management teams to help clients determine whether management will create or destroy shareholder value. Mr. Mawji developed his investment expertise over 20+ years in investment, operating, and advisory roles. As CIO of Dentonia Park Capital Management, he successfully implemented special situations and alpha short strategies over a seven year period. Previously, Karim held Portfolio Manager and Analyst roles at a Morgan Stanley internal hedge fund, Scout Capital, Perennial Investors, and Healy Circle Capital. Karim built the foundation of his investment career as an M&A and Restructuring banker, where in addition to traditional advisory roles, he operated troubled companies to turn them around.

Michael Oliver Weinberg (Panelist)
CIO, MOV37 and Protege Partners

Mr. Weinberg is the CIO at MOV37 and Protege Partners, where he is a Senior Managing Director, and on the investment, management and risk committees. Michael is also an adjunct Associate Professor at Columbia Business School.
He was a PM and global head of equities at FRM, a multi-strategy investment solutions provider. Prior to that, Michael was a PM at Soros. and at Credit Suisse. Before that he was a Real Estate analyst at Dean Witter.

Michael is a board member of AIMA. He is on the management advisory council for the Michael Price Student Investment Fund and an advisory board member for the NYU Stern Investment Management and Research Society. Michael is a founder and advisory board member of YJP, a young professional organization. He is a member of The Economic Club of New York. Michael is Chair of the Value Investing Committee at NYSSA, where he has received multiple awards, including Volunteer of the Year. Mr. Weinberg has a BS from New York University and an MBA from Columbia Business School.

Sachin Roopani (Panelist)
Global Business Manager, Bloomberg LP

Sachin Roopani is the Global Business Manager for Data Strategy at Bloomberg LP. Sachin leads new data initiatives and strategy at Bloomberg which includes creating and successfully launching new data driven products for the Bloomberg ecosystem including 100s of 3rd party, industry and alternative datasets. Over the last 12 years Sachin has built many complex offerings including Bloomberg's market leading Healthcare suite and index estimates platform. Sachin graduated from Rutgers University with a BS in Food Biotechnology and a BA in Economics.

Andrew Peters , '11 (Panelist)
Chief Risk Officer, OC Private Capital

Mr. Peters is the Chief Risk Officer of OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds. Previously Andrew was Risk Manager at Avenue Capital, a distressed credit alternative manager where he measured and monitored risk in portfolios of private credit, private equity, high yield bonds and derivatives. Andrew was also responsible for risk oversight of valuation and liquidity management. Prior to Avenue, Andrew was Director of Pricing and Analytics at Chatham Financial, a risk management consultancy. Andrew earned an MBA with honors from the University of Chicago Booth School of Business.

Frances Tong (Moderator)
Senior Data Analyst on Investment Mandates, Bloomberg LP

Frances Tong is a Senior Data Analyst on the Investment Mandates team at Bloomberg. She plays a key role in connecting institutional investors with alternative investment managers seeking capital. Frances is also responsible for generating news insights through the Bloomberg News organization, reports on alternative investments and organizes and speaks on these topics at industry conferences.

Prior to Bloomberg, Frances worked at Mizuho Securities in Hong Kong in Asian Equity Sales. Frances received her undergraduate degree at the University of Chicago and is currently pursuing her Executive MBA at Columbia University in New York City.


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