Data and AI in the investment industry? with Jatin Dewanwala at Hildene Capital Management
The Data Standard
Episode Summary
Artificial intelligence | The next frontier for investment management firms12AI unquestionably presents compelling opportunities for investment management firms, from exponential improvements to business-as-usual processes to the radical reshaping of business models. Investment management firms can start to unlock the transformative benefits of AI by implementing incremental changes to their operating model. Firms will however need to carefully manage and monitor talent and converging technologies. With traditional sources of differentiation in investment management becoming increasingly commoditized, AI is providing new opportunities which extend far beyond cost reduction and efficient operations. Many investment management firms have taken note and are actively testing the waters, applying cognitive technologies and AI to various business functions across the industry value chain.
Meet The Host
Catherine Tao
Data scientist at The Data Standard
Catherine Tao is a tech enthusiast looking for new methods for building connections with businesses around the world. Her extensive knowledge of data science allowed her to develop new solutions and implement them into existing ecosystems. She is currently working as a Data scientist and Exclusive Podcast Producer at The Data Standard.
Meet The Guest
Jatin Dewanwala,
Head of Research, Hildene Capital Management
Mr. Dewanwala joined Hildene in April 2019 and serves as Head of Research. Previously, Mr. Dewanwala led hedge fund Metacapital Management’s structured credit business. In his role as Portfolio Manager, Mr. Dewanwala invested in Non-Agency Residential Mortgage-backed Securities (MBS), Asset-backed Securities, Agency MBS, specialty finance equities and corporate debt, and distressed municipal bonds. After working at Metacapital for ten years, Mr. Dewanwala founded Krivi, LLC to focus on application of large scale data analysis and machine learning to structured products investing. Prior to joining Hildene, Mr. Dewanwala was a Managing Director at Bay Crest Partners, LLC where he led the effort to modernize the broker-dealer’s fixed income business. Mr. Dewanwala performed data-oriented research to formulate strategic vision and created trading analytics and systems to help Bay Crest capture market share. Mr. Dewanwala holds a Master of Science degree in Financial Engineering from Columbia University and a Bachelor of Engineering degree in Mechanical Engineering from Delhi College of Engineering, University of Delhi in India.
