Using NLP and conference call transcripts to generate investment insights

Tuesday 14 June 2022 | 17:00 - 18:00 | Webinar

This session has been organised by CFA UK's Data Science working group

Natural language processing (NLP) and machine learning (ML) has dramatically changed the landscape of the investments industry over the last decade.

NLP allows investors to obtain actionable insights from unstructured data such as conference call transcripts, news, social media; among others.

In this webinar, Christopher Kantos from Alexandria Technologies will provide in-depth insights about NLP applications, particularly the application of ML techniques to earnings calls transcripts and the generation of investment signals and other information that can be used by quantitative and fundamental investors.  

Key learning outcomes from this session:

• Understand the main text applications of NLP and ML for investment purposes.
• Comparison of popular NLP approaches such as FinBERT, Loughran McDonald (LM), and Alexandria Technology.
• Using NLP insights to enhance an investment process.

Where recordings are made, these are a member benefit that are accessed through the member-only platform, CFA UK Discover.

Timings

Registration: 16:55

Event: 17:00 - 18:00

CPD Points: 1.00

Speaker

Christopher Kantos, Managing Director, Alexandria Technology

Christopher Kantos is a Managing Director at Alexandria Technology. In this role, he focuses on maintaining and growing new business in EMEA and also co-heads research efforts at Alexandria, focusing on exploring ways in which natural language processing and machine learning can be applied in the financial domain.

Prior, he spent 15 years working in financial risk at Northfield Information Services as a Director and Senior Equity Risk Analyst. Christopher earned a BS in computer engineering from Tufts University.