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CAIA Houston Education Event November 14th
Date(s):
November 14, 2017
Note: All times listed are in local time
Venue:Amegy Bank Building
1717 West Loop South
Walter Johnson Conference Center
Houston, TX 77027
Fee(s):This event has a fee
Description:Please join CAIA Houston and Little Harbor Advisors for an Educational Event on November 14th, 2017 Machine Learning in Asset Management
Learn about the science and art of machine learning in the equity markets. Machine Learning in Equity Market Investing is an insider’s look into the opaque world of quantitative investing and application of machine learning in equity investing Agenda
5:30 PM: Opening Registration and Drinks and Hors d'oeuvres 6:30 PM: Presentation by speaker, Richard Roche, CAIA, Managing Director of Little Harbor Adviors followed by Q&A 7:30 PM: Ajourn
Event Details
When:
Tuesday, November 14, 2017
from 5:30 PM to 7:30 PM CDT
Where:
Amegy Bank Building
Walter Johnson Conference Center
9th Floor
1717 West Loop South
Houston, TX 77054
Fees:
Members- $25
Non-Members- $25
Guests- $25
To attend this event as a Member or a Guest for no charge, apply code NOVCAIA11 Underwriting Sponsor: Little Harbor Advisors
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Richard Roche
Job Title: Managing Partner
Organization: Little Harbor Advisors
Richard (Rick) Roche is a Managing Director at Little Harbor Advisors, LLC, of Marblehead, MA. Little Harbor Advisors (LHA) is an SEC-registered investment manager, independent allocator and sponsor of several alternative investment strategies. Rick joined LHA in April 2013.
Prior to joining LHA, Rick Roche was the founder, performance consultant and lead analyst for Roche Securities Sales, a premier financial services distribution and sales consulting practice. Since 1991, he's consulted to 85+ leading financial firms in customer loyalty marketing, wholesale product distribution and enhancing sales productivity and performance.
Rick Roche has personally trained over 71,000 financial advisers. His broad investment background, encyclopedic command of market theory and staccato delivery have earned him the Top-Rated Speaker rankings at numerous industry conferences.
Over the last six years (2010-2016), Mr. Roche has been particularly successful securing placement of alternative investments and Separately Managed Accounts (SMAs) on custodial platforms.
Mr. Roche received a B.A - History degree from the University of Dayton, OH. Rick received his CAIA charter in 2014. He is an IMCA and the New York Hedge Fund Roundtable Member. He holds Series 3, 7 & 63 & Series 65-Investment Adviser Rep licenses. Finally, Rick served as a State Rep from Springfield in the Mass. House of Representatives for two terms (1977-1980).
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