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How to Differentiate Signal vs. Noise in the Investment Process

Description

With so many data sets available today, it’s never been so important to know which data are effective and how to find those alpha signals and insights within the data. Led by Brett Caughran of buy-side analyst training firm, Fundamental Edge, this session will show you how the best firms and analysts differentiate noise and insights by using the right tools to drive efficient and effective investing.

Speakers

Brett Caughran

Founder & Head Trainer, Fundamental Edge

Brett CaughranHeadshot

Brett is the Founder & Head Trainer at Fundamental Edge, a firm dedicated to training the next generation of fundamental analysts. Brett brings 13 years of buy-side experience at Maverick Capital, D.E. Shaw, Citadel & Schonfeld Strategic Advisors where he was a fundamental analyst & portfolio manager. Additionally, Brett lent his expertise as a consultant to Two Sigma helping the firm ideate and create a fundamental investing business. Brett has been an adjunct professor at Arizona State University for three years teaching Applied Value Investing. Having been a struggling analyst once himself, Brett knows the challenges of learning the intricacies of an institutional grade fundamental research process “through osmosis”. Having led large investment teams, Brett understands that even well-intentioned PMs struggle to find the time & energy to adequately train junior buy-side analysts.