Vault Series: Trade Informatics (Ended)
Where Did My Alpha Go?
Looking for an additional edge in your investment process? Want to retain more of your research alpha? By changing the paradigm for the implementation process, learn how you can leverage your alpha profiles to build informed execution strategies, ushering in a new era of smart implementation. This will lead ultimately to better portfolio outcomes. In the presentation, we reveal a few practical tips that show how you can save millions of dollars in execution costs.
Members - $10 or FREE with function ticket
Student Members - $10
Nonmembers - $20
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Refreshments & Light Snacks
3:30 pm - 4:00 pm - Registration
4:00 pm - 5:00pm - Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Hosted by: Distinguished Speaker Series Advisory Group
John Wightkin, CFA, has over 30 years of hands-on experience in the investment industry with extensive working knowledge of all aspects of the investment process from idea generation to portfolio management, trading and performance analysis using both quantitative and qualitative analysis. Currently, he is a trade execution consultant for Trade Informatics, a FinTech firm specializing in equity execution management analytics and consulting. He is responsible for articulating and executing on the firm’s growth strategy in the equity execution management business. Prior to this, Wightkin was managing director of Applications Research for Charles Schwab’s Equity Research Department responsible for developing, positioning and supporting Schwab’s global equity research and products (including Schwab Equity Ratings) for internal business partners and retail clients. Before Schwab, Wightkin was a founding partner of Quantitative Services Group (now part of Markit) that specialized in improving client’s investment decision making, from stock research through trade execution by providing practical solutions and innovative decision tools to the institutional investor. He helped manage all aspects of the firm including product development, marketing, sales, consulting and client support and employee management and development.
Wightkin began his career at Ohio State Teachers where he had numerous responsibilities including quantitative analyst, portfolio manager, head of global trading and derivative specialist. After eight years of service, he moved to Weiss, Peck & Greer where he spent two years as the quantitative trader and served as both a quantitative analyst and portfolio manager. Levering this investment experience, Wightkin joined Chicago Investment Analytics (CIA), a quantitative research boutique, to start and manage a US equity long/short hedge fund. In his two years at CIA, he also advised clients in their research efforts. Prior to establishing Quantitative Services Group, Wightkin worked as U.S. product specialist for Donaldson, Lufkin & Jenrette’s (DLJ) Quantitative Services Group. In addition to providing clients consulting and research support in both stock selection and trading, Wightkin contributed to the group’s sales and marketing efforts and its strategic and product development.
Wightkin is a Chartered Financial Analyst (CFA) and an active member of the Chicago Quantitative Alliance (CQA). He has a mechanical engineering degree from the University of Notre Dame and an MBA from the University of Michigan.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, November 1st.
Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.